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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 2,246 | $999.1K | 0.04% | −44−1.9% | Reduced |
| Heartland Bank & Trust Co | 2,244 | $998.2K | 0.57% | −259−10.3% | Reduced |
| S&CO Inc | 2,245 | $998.0K | 0.07% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 2,243 | $997.8K | 0.84% | +1,037+86.0% | Added |
| Eastern Bank | 2,240 | $996.5K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,230 | $992.0K | 0.75% | −102−4.4% | Reduced |
| Brown Brothers Harriman & Co | 2,228 | $991.1K | 0.01% | +695+45.3% | Added |
| Legacy Wealth Management, LLC | 2,210 | $983.1K | 0.42% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,204 | $980.4K | 0.09% | −30−1.3% | Reduced |
| Bellecapital International Ltd. | 2,201 | $979.1K | 0.21% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 2,200 | $978.7K | 0.18% | 00.0% | Unchanged |
| 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 |
| Boomfish Wealth Group, LLC | 2,177 | $968.4K | 0.63% | −108−4.7% | Reduced |
| Senator Investment Group LP | 2,174 | $967.1K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,151 | $956.9K | 0.07% | −40−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,143 | $954.1K | 0.01% | +1,378+180.1% | Added |
| Moseley Investment Management Inc | 2,144 | $953.8K | 0.44% | −235−9.9% | Reduced |
| Ancora Advisors, LLC | 2,143 | $953.3K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,139 | $951.5K | 0.09% | +205+10.6% | Added |
| Ellevest, Inc. | 2,134 | $949.3K | 0.06% | +163+8.3% | Added |
| Hemington Wealth Management | 2,131 | $947.0K | 0.32% | −489−18.7% | Reduced |
| Mather Group, LLC. | 2,371 | $946.1K | 0.01% | +787+49.7% | Added |
| Alpha Family Trust | 2,125 | $945.3K | 0.55% | 00.0% | Unchanged |
| Allianz SE | 2,111 | $939.1K | 0.03% | −5,881−73.6% | Reduced |
| Wormser Freres Gestion | 2,041 | $938.4K | 0.61% | +470+29.9% | Added |
| Rowland & Co Investment Counsel | 2,108 | $937.7K | 0.20% | +126+6.4% | Added |
| Farther Finance Advisors, LLC | 2,146 | $936.0K | 0.05% | +315+17.2% | Added |
| LaFleur & Godfrey LLC | 2,101 | $934.6K | 0.14% | −105−4.8% | Reduced |
| Atlas Wealth Partners, LLC | 2,100 | $934.0K | 3.95% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,087 | $928.4K | 0.27% | +6+0.3% | Added |
| Wealth Architects, LLC | 2,080 | $925.3K | 0.11% | +17+0.8% | Added |
| Martin Currie Ltd | 2,073 | $922.2K | 0.03% | −1,019−33.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,065 | $918.6K | 0.03% | +286+16.1% | Added |
| OneAscent Financial Services LLC | 2,063 | $918.0K | 0.13% | −122−5.6% | Reduced |
| Chapman Investment Management, LLC | 2,057 | $915.1K | 0.70% | +2,057 | New |
| Avitas Wealth Management LLC | 2,047 | $910.6K | 0.13% | −124−5.7% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $909.3K | 0.62% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,033 | $904.4K | 0.07% | −104−4.9% | Reduced |
| Coastal Investment Advisors, Inc. | 2,026 | $901.3K | 0.18% | +439+27.7% | Added |
| Mendel Money Management | 2,022 | $899.5K | 0.42% | +15+0.7% | Added |
| Centennial Bank | 2,011 | $894.6K | 0.44% | −7−0.3% | Reduced |
| Eqis Capital Management, Inc. | 2,005 | $891.9K | 0.07% | −135−6.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,002 | $890.6K | 0.03% | −143−6.7% | Reduced |
| Two Sigma Securities, LLC | 2,000 | $889.7K | 0.04% | −2,346−54.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,000 | $889.7K | 0.11% | −1,000−33.3% | Reduced |
| AlphaCentric Advisors LLC | 2,000 | $889.7K | 0.66% | −1,000−33.3% | Reduced |
| Two Sigma Investments, LP | 2,000 | $889.7K | 0.00% | −3−0.1% | Reduced |
| NCP Inc. | 2,000 | $889.7K | 0.56% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $889.7K | 0.41% | +2,000 | New |
| Heritage Wealth Advisors | 1,992 | $886.1K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,990 | $885.3K | 0.21% | +325+19.5% | Added |
| SeaCrest Wealth Management, LLC | 1,981 | $881.2K | 0.10% | +60+3.1% | Added |
| Legacy Financial Advisors, Inc. | 1,976 | $879.0K | 0.16% | +101+5.4% | Added |
| IFP Advisors, Inc | 1,969 | $876.1K | 0.03% | +307+18.5% | Added |
| Clarius Group, LLC | 1,967 | $875.0K | 0.06% | −130−6.2% | Reduced |
| JGP Wealth Management, LLC | 1,967 | $875.0K | 0.12% | +101+5.4% | Added |
| Perennial Investment Advisors, LLC | 1,964 | $873.7K | 0.13% | +118+6.4% | Added |
| Altfest L J & Co Inc | 1,963 | $873.0K | 0.12% | +58+3.0% | Added |
| Michael B. Yongue | 1,958 | $871.0K | 0.75% | −93−4.5% | Reduced |
| Caldwell Trust Co | 1,958 | $871.0K | 0.10% | +148+8.2% | Added |
| Wealth Management Partners, LLC | 1,945 | $865.2K | 0.42% | +1,371+238.9% | Added |
| Forum Financial Management, LP | 1,931 | $859.0K | 0.02% | −6−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,928 | $857.7K | 0.09% | +10+0.5% | Added |
| Ameritas Advisory Services, LLC | 1,912 | $850.6K | 0.03% | +684+55.7% | Added |
| Dana Investment Advisors, Inc. | 1,904 | $847.0K | 0.03% | +90+5.0% | Added |
| Aaron Wealth Advisors | 1,904 | $847.0K | 0.12% | +221+13.1% | Added |
| Monetary Management Group Inc | 1,895 | $843.0K | 0.22% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,895 | $843.0K | 0.04% | −374−16.5% | Reduced |
| Moneta Group Investment Advisors LLC | 1,875 | $834.1K | 0.01% | +1,211+182.4% | Added |
| OneAscent Wealth Management LLC | 1,864 | $829.0K | 0.43% | −42−2.2% | Reduced |
| CX Institutional | 1,845 | $820.7K | 0.04% | −15−0.8% | Reduced |
| Patron Partners Advisors, LLC | 1,845 | $820.7K | 0.48% | +69+3.9% | Added |
| Park Place Capital Corp | 1,833 | $815.4K | 0.26% | −53−2.8% | Reduced |
| Prosperity Consulting Group, LLC | 1,831 | $814.5K | 0.11% | +359+24.4% | Added |
| Lewis Asset Management, LLC | 1,825 | $811.9K | 0.62% | +60+3.4% | Added |
| Simon Quick Advisors, LLC | 1,820 | $809.6K | 0.06% | +175+10.6% | Added |
| IHT Wealth Management, LLC | 1,814 | $807.0K | 0.03% | +212+13.2% | Added |
| Liberty One Investment Management, LLC | 1,809 | $805.0K | 0.09% | −137−7.0% | Reduced |
| Icon Wealth Advisors, LLC | 1,802 | $801.2K | 0.07% | +1,312+267.8% | Added |
| Northcape Capital Pty Ltd | 1,795 | $799.0K | 0.12% | +1,795 | New |
| Alera Investment Advisors, LLC | 1,790 | $796.3K | 0.10% | −1,335−42.7% | Reduced |
| One Capital Management, LLC | 1,775 | $789.6K | 0.03% | +1,775 | New |
| Commerzbank Aktiengesellschaft | 1,774 | $789.0K | 0.03% | +102+6.1% | Added |
| Nia Impact Advisors, LLC | 1,770 | $787.4K | 0.28% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,770 | $787.4K | 0.60% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,768 | $787.0K | 0.08% | +22+1.3% | Added |
| Catalyst Financial Partners LLC | 1,767 | $786.0K | 0.17% | +77+4.6% | Added |
| Financial Advocates Investment Management | 1,765 | $785.2K | 0.05% | +65+3.8% | Added |
| Weaver Capital Management LLC | 1,764 | $784.7K | 0.25% | +295+20.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,764 | $784.7K | 1.00% | −21−1.2% | Reduced |
| Park National Corp | 1,764 | $784.7K | 0.03% | +14+0.8% | Added |
| Missouri Trust & Investment Co | 1,755 | $780.7K | 0.29% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,755 | $780.6K | 0.07% | +387+28.3% | Added |
| Rehmann Capital Advisory Group | 1,750 | $778.5K | 0.06% | −3−0.2% | Reduced |
| Modera Wealth Management, LLC | 1,726 | $767.8K | 0.01% | −13−0.7% | Reduced |
| Essex Financial Services, Inc. | 1,654 | $766.8K | 0.06% | +47+2.9% | Added |
| Empower Advisory Group, LLC | 1,714 | $762.5K | 0.00% | +38+2.3% | Added |
| J. Goldman & Co LP | 1,710 | $760.7K | 0.03% | −3,156−64.9% | Reduced |
| Verdence Capital Advisors LLC | 1,704 | $758.0K | 0.07% | −348−17.0% | Reduced |