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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 3,221 | $1.43M | 0.36% | +1,891+142.2% | Added |
| Great Lakes Retirement, Inc. | 3,180 | $1.41M | 0.19% | +3,180 | New |
| Clare Market Investments LLC | 3,170 | $1.41M | 0.39% | +1,135+55.8% | Added |
| Quadcap Wealth Management, LLC | 3,169 | $1.41M | 0.25% | −91−2.8% | Reduced |
| Western Wealth Management, LLC | 3,165 | $1.41M | 0.10% | +107+3.5% | Added |
| Gilbert & Cook, Inc. | 3,164 | $1.41M | 0.21% | −305−8.8% | Reduced |
| Colonial River Wealth Management, LLC | 3,159 | $1.41M | 0.76% | +260+9.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,145 | $1.40M | 0.10% | −155−4.7% | Reduced |
| Umpqua Bank | 3,116 | $1.39M | 0.54% | +112+3.7% | Added |
| Ascent Group, LLC | 3,098 | $1.38M | 0.11% | −466−13.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,093 | $1.38M | 0.13% | +663+27.3% | Added |
| Kinneret Advisory, LLC | 3,076 | $1.37M | 0.13% | +3,076 | New |
| V-Square Quantitative Management LLC | 3,040 | $1.35M | 0.22% | −780−20.4% | Reduced |
| Country Club Bank | 3,031 | $1.35M | 0.09% | +60+2.0% | Added |
| K.J. Harrison & Partners Inc | 3,024 | $1.35M | 0.22% | +1,000+49.4% | Added |
| Diversify Wealth Management, LLC | 3,063 | $1.34M | 0.17% | +3,063 | New |
| Jackson Square Capital, LLC | 3,008 | $1.34M | 0.33% | +341+12.8% | Added |
| Leonteq Securities AG | 3,005 | $1.34M | 0.19% | +302+11.2% | Added |
| Ashton Thomas Securities, LLC | 3,021 | $1.34M | 0.32% | +3,021 | New |
| Albion Financial Group | 3,000 | $1.33M | 0.10% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,995 | $1.33M | 0.08% | +44+1.5% | Added |
| Reynders McVeigh Capital Management, LLC | 2,946 | $1.31M | 0.07% | −15−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 2,924 | $1.30M | 0.06% | +91+3.2% | Added |
| Insight Inv LLC | 2,920 | $1.30M | 1.12% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,919 | $1.30M | 0.02% | −87−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,917 | $1.30M | 0.04% | −430−12.8% | Reduced |
| Circle Wealth Management, LLC | 2,911 | $1.29M | 0.03% | −270−8.5% | Reduced |
| 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 |
| Fulton Bank, N.A. | 2,859 | $1.27M | 0.05% | +331+13.1% | Added |
| PAX Financial Group, LLC | 2,806 | $1.25M | 0.24% | −1,095−28.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,800 | $1.25M | 0.13% | −32−1.1% | Reduced |
| Wealth Alliance | 2,796 | $1.24M | 0.16% | +74+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,793 | $1.24M | 0.18% | +46+1.7% | Added |
| Premier Path Wealth Partners, LLC | 2,786 | $1.24M | 0.21% | +73+2.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,770 | $1.23M | 0.01% | −1,490−35.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,767 | $1.23M | 0.06% | +750+37.2% | Added |
| Institute for Wealth Management, LLC. | 2,744 | $1.22M | 0.16% | +146+5.6% | Added |
| Sentry Investment Management LLC | 2,741 | $1.22M | 0.54% | −562−17.0% | Reduced |
| TB Alternative Assets Ltd. | 2,720 | $1.21M | 0.28% | +2,720 | New |
| Advisors Capital Management, LLC | 2,708 | $1.21M | 0.02% | +1,377+103.5% | Added |
| Stonegate Investment Group, LLC | 2,700 | $1.20M | 0.03% | +275+11.3% | Added |
| Belpointe Asset Management LLC | 2,697 | $1.20M | 0.08% | +153+6.0% | Added |
| Fairfield Financial Advisors, LTD | 2,682 | $1.19M | 0.43% | +2,682 | New |
| Everhart Financial Group, Inc. | 2,678 | $1.19M | 0.31% | +372+16.1% | Added |
| Centaurus Financial, Inc. | 2,677 | $1.19M | 0.08% | −31−1.1% | Reduced |
| Marcum Wealth, LLC | 2,660 | $1.18M | 0.12% | +44+1.7% | Added |
| Wallace Hart LLC | 2,636 | $1.17M | 0.91% | −9−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,621 | $1.17M | 0.02% | −11−0.4% | Reduced |
| Diligent Investors, LLC | 2,608 | $1.16M | 0.29% | −125−4.6% | Reduced |
| Joel Isaacson & Co., LLC | 2,594 | $1.15M | 0.06% | +81+3.2% | Added |
| Midwest Professional Planners, LTD. | 2,589 | $1.15M | 0.38% | +282+12.2% | Added |
| Schrum Private Wealth Management LLC | 2,569 | $1.14M | 1.03% | 00.0% | Unchanged |
| Conning Inc. | 2,566 | $1.14M | 0.04% | +71+2.8% | Added |
| La Financiere de L'Echiquier | 2,548 | $1.13M | 0.05% | +104+4.3% | Added |
| Synovus Financial Corp | 2,544 | $1.13M | 0.01% | +188+8.0% | Added |
| Fielder Capital Group LLC | 2,544 | $1.13M | 0.43% | +43+1.7% | Added |
| BTC Capital Management, Inc. | 2,536 | $1.13M | 0.10% | +302+13.5% | Added |
| Brass Tax Wealth Management, Inc | 2,502 | $1.11M | 0.22% | −39−1.5% | Reduced |
| 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 |
| 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 |
| Pinnacle Associates Ltd | 2,499 | $1.11M | 0.02% | −37−1.5% | Reduced |
| Clarkston Capital Partners, LLC | 2,482 | $1.10M | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,477 | $1.10M | 0.03% | +189+8.3% | Added |
| Atwater Malick LLC | 2,475 | $1.10M | 0.38% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,438 | $1.10M | 0.16% | +123+5.3% | Added |
| Tiaa Trust, National Association | 2,461 | $1.09M | 0.00% | −268−9.8% | Reduced |
| Waldron Private Wealth LLC | 2,453 | $1.09M | 0.05% | +238+10.7% | Added |
| Guardian Wealth Advisors, LLC | 2,439 | $1.08M | 0.13% | +409+20.1% | Added |
| Empirical Asset Management, LLC | 16,848 | $1.08M | 0.41% | +14,643+664.1% | Added |
| Trust Co of Virginia | 2,421 | $1.08M | 0.10% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,415 | $1.07M | 0.17% | +175+7.8% | Added |
| United Asset Strategies, Inc. | 2,405 | $1.07M | 0.11% | +2,405 | New |
| Northern Oak Wealth Management Inc | 2,402 | $1.07M | 0.13% | −180−7.0% | Reduced |
| NVWM, LLC | 2,386 | $1.06M | 0.28% | −14−0.6% | Reduced |
| Smartleaf Asset Management LLC | 2,376 | $1.06M | 0.17% | +409+20.8% | Added |
| SpiderRock Advisors, LLC | 2,374 | $1.06M | 0.03% | +20+0.8% | Added |
| KCM Investment Advisors LLC | 2,373 | $1.06M | 0.04% | −45−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,372 | $1.06M | 0.11% | −4−0.2% | Reduced |
| Retireful, LLC | 2,362 | $1.05M | 0.49% | +2,362 | New |
| Chicago Partners Investment Group LLC | 2,428 | $1.05M | 0.04% | −127−5.0% | Reduced |
| Tiemann Investment Advisors, LLC | 2,347 | $1.04M | 0.46% | −100−4.1% | Reduced |
| United Advisor Group, LLC | 2,332 | $1.04M | 0.32% | −142−5.7% | Reduced |
| Lebenthal Global Advisors, LLC | 2,329 | $1.04M | 0.23% | +58+2.6% | Added |
| Graypoint LLC | 2,321 | $1.03M | 0.07% | +229+10.9% | Added |
| Skopos Labs, Inc. | 2,608 | $1.03M | 0.44% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,314 | $1.03M | 0.03% | −294−11.3% | Reduced |
| Manchester Capital Management LLC | 2,314 | $1.03M | 0.12% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,312 | $1.03M | 0.02% | −215−8.5% | Reduced |
| Central Trust Co | 2,309 | $1.03M | 0.03% | −30−1.3% | Reduced |
| Harrington Investments, INC | 2,298 | $1.02M | 0.58% | −35−1.5% | Reduced |
| Catalytic Wealth RIA, LLC | 2,297 | $1.02M | 0.20% | −91−3.8% | Reduced |
| Change Path, LLC | 2,283 | $1.01M | 0.05% | −41−1.8% | Reduced |
| Rothschild Investment LLC | 2,281 | $1.01M | 0.07% | +73+3.3% | Added |
| AMG National Trust Bank | 2,274 | $1.01M | 0.03% | +335+17.3% | Added |
| Chesapeake Wealth Management | 2,262 | $1.01M | 0.36% | +10+0.4% | Added |
| Virtus ETF Advisers LLC | 2,253 | $1.00M | 0.49% | +211+10.3% | Added |
| Atlantic Union Bankshares Corp | 2,247 | $999.6K | 0.06% | +2,247 | New |