Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q2 2024
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,826
- +105 vs. Q1 2024
- Shares held
- 304.5M
- +5.75M (+1.9%) vs. Q1 2024
- Total value
- $135.3B
- +$16.4B (+13.8%) vs. Q1 2024
- New holders
- 183
- 785 more added
- Sold out
- 78
- 583 more reduced
22 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wormser Freres Gestion | 2,041 | $938.4K | 0.61% | +470+29.9% | Added |
| Allianz SE | 2,111 | $939.1K | 0.03% | −5,881−73.6% | Reduced |
| Alpha Family Trust | 2,125 | $945.3K | 0.55% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,371 | $946.1K | 0.01% | +787+49.7% | Added |
| Hemington Wealth Management | 2,131 | $947.0K | 0.32% | −489−18.7% | Reduced |
| Ellevest, Inc. | 2,134 | $949.3K | 0.06% | +163+8.3% | Added |
| Founders Financial Securities LLC | 2,139 | $951.5K | 0.09% | +205+10.6% | Added |
| Ancora Advisors, LLC | 2,143 | $953.3K | 0.02% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,144 | $953.8K | 0.44% | −235−9.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,143 | $954.1K | 0.01% | +1,378+180.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,151 | $956.9K | 0.07% | −40−1.8% | Reduced |
| Senator Investment Group LP | 2,174 | $967.1K | 0.05% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 2,177 | $968.4K | 0.63% | −108−4.7% | Reduced |
| 17 Capital Partners, LLC | 2,184 | $971.6K | 0.69% | +100+4.8% | Added |
| Zega Financial, LLC | 2,184 | $971.6K | 0.35% | +347+18.9% | Added |
| EagleClaw Capital Managment, LLC | 2,200 | $978.7K | 0.18% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,201 | $979.1K | 0.21% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,204 | $980.4K | 0.09% | −30−1.3% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $983.1K | 0.42% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,228 | $991.1K | 0.01% | +695+45.3% | Added |
| Western Pacific Wealth Management, LP | 2,230 | $992.0K | 0.75% | −102−4.4% | Reduced |
| Eastern Bank | 2,240 | $996.5K | 0.04% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 2,243 | $997.8K | 0.84% | +1,037+86.0% | Added |
| S&CO Inc | 2,245 | $998.0K | 0.07% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,244 | $998.2K | 0.57% | −259−10.3% | Reduced |
| La Banque Postale Asset Management SA | 2,246 | $999.1K | 0.04% | −44−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 2,247 | $999.6K | 0.06% | +2,247 | New |
| Virtus ETF Advisers LLC | 2,253 | $1.00M | 0.49% | +211+10.3% | Added |
| Chesapeake Wealth Management | 2,262 | $1.01M | 0.36% | +10+0.4% | Added |
| AMG National Trust Bank | 2,274 | $1.01M | 0.03% | +335+17.3% | Added |
| Rothschild Investment LLC | 2,281 | $1.01M | 0.07% | +73+3.3% | Added |
| Change Path, LLC | 2,283 | $1.01M | 0.05% | −41−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 2,297 | $1.02M | 0.20% | −91−3.8% | Reduced |
| Harrington Investments, INC | 2,298 | $1.02M | 0.58% | −35−1.5% | Reduced |
| Central Trust Co | 2,309 | $1.03M | 0.03% | −30−1.3% | Reduced |
| Flputnam Investment Management Co | 2,312 | $1.03M | 0.02% | −215−8.5% | Reduced |
| Manchester Capital Management LLC | 2,314 | $1.03M | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,314 | $1.03M | 0.03% | −294−11.3% | Reduced |
| Skopos Labs, Inc. | 2,608 | $1.03M | 0.44% | 00.0% | Unchanged |
| Graypoint LLC | 2,321 | $1.03M | 0.07% | +229+10.9% | Added |
| Lebenthal Global Advisors, LLC | 2,329 | $1.04M | 0.23% | +58+2.6% | Added |
| United Advisor Group, LLC | 2,332 | $1.04M | 0.32% | −142−5.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,347 | $1.04M | 0.46% | −100−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,428 | $1.05M | 0.04% | −127−5.0% | Reduced |
| Retireful, LLC | 2,362 | $1.05M | 0.49% | +2,362 | New |
| Harbor Investment Advisory, LLC | 2,372 | $1.06M | 0.11% | −4−0.2% | Reduced |
| KCM Investment Advisors LLC | 2,373 | $1.06M | 0.04% | −45−1.9% | Reduced |
| SpiderRock Advisors, LLC | 2,374 | $1.06M | 0.03% | +20+0.8% | Added |
| Smartleaf Asset Management LLC | 2,376 | $1.06M | 0.17% | +409+20.8% | Added |
| NVWM, LLC | 2,386 | $1.06M | 0.28% | −14−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 2,402 | $1.07M | 0.13% | −180−7.0% | Reduced |
| United Asset Strategies, Inc. | 2,405 | $1.07M | 0.11% | +2,405 | New |
| USA Financial Portformulas Corp | 2,415 | $1.07M | 0.17% | +175+7.8% | Added |
| Trust Co of Virginia | 2,421 | $1.08M | 0.10% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 16,848 | $1.08M | 0.41% | +14,643+664.1% | Added |
| Guardian Wealth Advisors, LLC | 2,439 | $1.08M | 0.13% | +409+20.1% | Added |
| Waldron Private Wealth LLC | 2,453 | $1.09M | 0.05% | +238+10.7% | Added |
| Tiaa Trust, National Association | 2,461 | $1.09M | 0.00% | −268−9.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,438 | $1.10M | 0.16% | +123+5.3% | Added |
| Atwater Malick LLC | 2,475 | $1.10M | 0.38% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,477 | $1.10M | 0.03% | +189+8.3% | Added |
| Clarkston Capital Partners, LLC | 2,482 | $1.10M | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,499 | $1.11M | 0.02% | −37−1.5% | Reduced |
| Stone Run Capital, LLC | 2,500 | $1.11M | 0.44% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 2,500 | $1.11M | 0.89% | +2,500 | New |
| AlphaQ Advisors LLC | 2,502 | $1.11M | 3.29% | −289−10.4% | Reduced |
| Catalina Capital Group, LLC | 2,502 | $1.11M | 0.42% | +101+4.2% | Added |
| Brass Tax Wealth Management, Inc | 2,502 | $1.11M | 0.22% | −39−1.5% | Reduced |
| BTC Capital Management, Inc. | 2,536 | $1.13M | 0.10% | +302+13.5% | Added |
| Fielder Capital Group LLC | 2,544 | $1.13M | 0.43% | +43+1.7% | Added |
| Synovus Financial Corp | 2,544 | $1.13M | 0.01% | +188+8.0% | Added |
| La Financiere de L'Echiquier | 2,548 | $1.13M | 0.05% | +104+4.3% | Added |
| Conning Inc. | 2,566 | $1.14M | 0.04% | +71+2.8% | Added |
| Schrum Private Wealth Management LLC | 2,569 | $1.14M | 1.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,589 | $1.15M | 0.38% | +282+12.2% | Added |
| Joel Isaacson & Co., LLC | 2,594 | $1.15M | 0.06% | +81+3.2% | Added |
| Diligent Investors, LLC | 2,608 | $1.16M | 0.29% | −125−4.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,621 | $1.17M | 0.02% | −11−0.4% | Reduced |
| Wallace Hart LLC | 2,636 | $1.17M | 0.91% | −9−0.3% | Reduced |
| Marcum Wealth, LLC | 2,660 | $1.18M | 0.12% | +44+1.7% | Added |
| Centaurus Financial, Inc. | 2,677 | $1.19M | 0.08% | −31−1.1% | Reduced |
| Everhart Financial Group, Inc. | 2,678 | $1.19M | 0.31% | +372+16.1% | Added |
| Fairfield Financial Advisors, LTD | 2,682 | $1.19M | 0.43% | +2,682 | New |
| Belpointe Asset Management LLC | 2,697 | $1.20M | 0.08% | +153+6.0% | Added |
| Stonegate Investment Group, LLC | 2,700 | $1.20M | 0.03% | +275+11.3% | Added |
| Advisors Capital Management, LLC | 2,708 | $1.21M | 0.02% | +1,377+103.5% | Added |
| TB Alternative Assets Ltd. | 2,720 | $1.21M | 0.28% | +2,720 | New |
| Sentry Investment Management LLC | 2,741 | $1.22M | 0.54% | −562−17.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,744 | $1.22M | 0.16% | +146+5.6% | Added |
| J.W. Cole Advisors, Inc. | 2,767 | $1.23M | 0.06% | +750+37.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,770 | $1.23M | 0.01% | −1,490−35.0% | Reduced |
| Premier Path Wealth Partners, LLC | 2,786 | $1.24M | 0.21% | +73+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,793 | $1.24M | 0.18% | +46+1.7% | Added |
| Wealth Alliance | 2,796 | $1.24M | 0.16% | +74+2.7% | Added |
| Sound View Wealth Advisors Group, LLC | 2,800 | $1.25M | 0.13% | −32−1.1% | Reduced |
| PAX Financial Group, LLC | 2,806 | $1.25M | 0.24% | −1,095−28.1% | Reduced |
| Fulton Bank, N.A. | 2,859 | $1.27M | 0.05% | +331+13.1% | Added |
| Ironwood Investment Counsel, LLC | 2,899 | $1.29M | 0.23% | −101−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,899 | $1.29M | 0.10% | +10.0% | Added |
| Circle Wealth Management, LLC | 2,911 | $1.29M | 0.03% | −270−8.5% | Reduced |