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 |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 1,700 | $756.2K | 0.21% | +144+9.3% | Added |
| InTrack Investment Management Inc | 1,700 | $756.2K | 0.54% | +1,700 | New |
| All Terrain Financial Advisors, LLC | 1,699 | $755.8K | 0.32% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,683 | $748.7K | 0.29% | +68+4.2% | Added |
| NBT Bank N A | 1,681 | $747.8K | 0.05% | +14+0.8% | Added |
| Miracle Mile Advisors, LLC | 1,676 | $745.6K | 0.02% | +198+13.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,675 | $745.1K | 0.02% | +754+81.9% | Added |
| Trust Point Inc. | 1,673 | $744.2K | 0.06% | −137−7.6% | Reduced |
| Martingale Asset Management L P | 1,670 | $742.9K | 0.02% | −1,679−50.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,661 | $739.3K | 0.08% | −174−9.5% | Reduced |
| Camden Capital, LLC | 1,655 | $736.2K | 0.06% | −51−3.0% | Reduced |
| Heritage Trust Co | 1,651 | $734.5K | 0.10% | −27−1.6% | Reduced |
| Parsons Capital Management Inc | 1,650 | $734.0K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,639 | $729.1K | 0.24% | +256+18.5% | Added |
| Proficio Capital Partners LLC | 1,633 | $726.4K | 0.08% | +104+6.8% | Added |
| RB Capital Management, LLC | 1,632 | $726.0K | 0.19% | −50−3.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,621 | $721.1K | 0.07% | +62+4.0% | Added |
| Davy Global Fund Management Ltd | 1,617 | $719.3K | 0.08% | +90+5.9% | Added |
| Aviance Capital Partners, LLC | 1,615 | $718.4K | 0.10% | +82+5.3% | Added |
| Financial Management Professionals, Inc. | 1,613 | $718.0K | 0.10% | +249+18.3% | Added |
| Chicago Trust Co NA | 1,612 | $717.1K | 0.15% | −21−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 1,610 | $716.2K | 0.07% | −52−3.1% | Reduced |
| First Manhattan Co | 1,610 | $716.2K | 0.00% | +455+39.4% | Added |
| Pine Haven Investment Counsel, Inc | 1,609 | $715.8K | 0.62% | −16−1.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,605 | $714.0K | 0.36% | −125−7.2% | Reduced |
| Lindbrook Capital, LLC | 1,590 | $707.3K | 0.07% | +142+9.8% | Added |
| 1776 Wealth LLC | 1,586 | $705.5K | 0.32% | +20+1.3% | Added |
| Childress Capital Advisors, LLC | 1,579 | $702.4K | 0.20% | −6−0.4% | Reduced |
| SPC Financial, Inc. | 1,574 | $700.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,574 | $700.2K | 0.07% | +3+0.2% | Added |
| J. W. Coons Advisors, LLC | 1,570 | $698.4K | 0.17% | +60+4.0% | Added |
| Virtue Capital Management, LLC | 1,518 | $694.2K | 0.12% | −381−20.1% | Reduced |
| Parnassus Investments | 1,559 | $693.5K | 0.00% | +497+46.8% | Added |
| Strategy Asset Managers LLC | 2,023 | $691.7K | 0.15% | −715−26.1% | Reduced |
| Arkadios Wealth Advisors | 1,541 | $685.5K | 0.05% | −3−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,540 | $685.0K | 0.04% | +5+0.3% | Added |
| Integrated Advisors Network LLC | 1,539 | $684.6K | 0.04% | −61−3.8% | Reduced |
| Sunbelt Securities, Inc. | 1,523 | $677.5K | 0.07% | −1,134−42.7% | Reduced |
| Davis R M Inc | 1,522 | $677.1K | 0.01% | −43−2.7% | Reduced |
| Paradigm Financial Partners, LLC | 1,521 | $676.6K | 0.10% | +358+30.8% | Added |
| Pegasus Partners Ltd. | 1,517 | $674.8K | 0.07% | +308+25.5% | Added |
| Cassady Schiller Wealth Management, LLC | 1,515 | $673.9K | 0.27% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,506 | $669.9K | 0.02% | +35+2.4% | Added |
| WBH Advisory Inc | 1,500 | $667.3K | 0.07% | −2−0.1% | Reduced |
| Norris Perne & French LLP | 1,492 | $663.7K | 0.05% | +51+3.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,485 | $660.6K | 0.10% | +178+13.6% | Added |
| Clear Creek Financial Management, LLC | 1,485 | $660.6K | 0.08% | +83+5.9% | Added |
| Cambridge Advisors Inc. | 1,478 | $657.5K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,473 | $655.3K | 0.02% | +47+3.3% | Added |
| WealthPlan Investment Management, LLC | 1,470 | $653.9K | 0.10% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,458 | $648.6K | 0.05% | −188−11.4% | Reduced |
| Pallas Capital Advisors LLC | 1,555 | $646.9K | 0.03% | +18+1.2% | Added |
| Gryphon Financial Partners LLC | 1,451 | $645.5K | 0.10% | −260−15.2% | Reduced |
| Prelude Capital Management, LLC | 1,450 | $645.0K | 0.05% | −1,220−45.7% | Reduced |
| Aviso Financial Inc. | 1,449 | $644.6K | 0.04% | +1,449 | New |
| Secure Asset Management, LLC | 1,447 | $643.7K | 0.12% | +1,447 | New |
| Guardian Financial Partners, LLC | 1,440 | $640.6K | 0.42% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,440 | $640.6K | 0.02% | +133+10.2% | Added |
| TSFG, LLC | 1,430 | $636.0K | 0.15% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,428 | $635.0K | 0.04% | +52+3.8% | Added |
| Advisory Alpha, LLC | 1,417 | $630.4K | 0.02% | +379+36.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,410 | $627.2K | 0.02% | +46+3.4% | Added |
| Everpar Advisors LLC | 1,409 | $626.8K | 0.31% | +348+32.8% | Added |
| Moran Wealth Management, LLC | 1,408 | $626.3K | 0.02% | +366+35.1% | Added |
| Resonant Capital Advisors, LLC | 1,407 | $625.9K | 0.05% | −95−6.3% | Reduced |
| Tradition Wealth Management, LLC | 1,404 | $624.6K | 0.06% | −102−6.8% | Reduced |
| SFE Investment Counsel | 1,404 | $624.6K | 0.14% | −6−0.4% | Reduced |
| Morningstar Investment Services LLC | 1,403 | $624.0K | 0.01% | +445+46.5% | Added |
| Biltmore Family Office, LLC | 1,397 | $621.5K | 0.11% | −63−4.3% | Reduced |
| Covenant Partners, LLC | 1,396 | $621.0K | 0.19% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,391 | $618.8K | 0.17% | +116+9.1% | Added |
| Johnson Financial Group, Inc. | 1,361 | $605.4K | 0.03% | +1,230+938.9% | Added |
| Private Wealth Partners, LLC | 1,361 | $605.4K | 0.05% | +93+7.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,356 | $603.2K | 0.20% | +631+87.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,354 | $602.3K | 0.14% | +118+9.5% | Added |
| Resources Management Corp | 1,350 | $601.0K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,351 | $601.0K | 0.18% | +185+15.9% | Added |
| Blue Fin Capital, Inc. | 1,346 | $598.8K | 0.12% | +462+52.3% | Added |
| KRS Capital Management, LLC | 1,345 | $598.3K | 0.45% | +105+8.5% | Added |
| Quent Capital, LLC | 1,334 | $593.4K | 0.07% | +31+2.4% | Added |
| Prosperity Wealth Management, Inc. | 1,330 | $591.7K | 0.29% | +1,330 | New |
| Mutual Advisors, LLC | 1,326 | $588.3K | 0.02% | −127−8.7% | Reduced |
| LVW Advisors, LLC | 1,320 | $587.2K | 0.09% | +119+9.9% | Added |
| TFC Financial Management | 1,317 | $585.9K | 0.10% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,309 | $582.5K | 0.07% | +1,235+1,668.9% | Added |
| Personal Cfo Solutions, LLC | 1,308 | $581.9K | 0.09% | −52−3.8% | Reduced |
| Ullmann Financial Group, Inc. | 1,308 | $581.9K | 0.08% | +79+6.4% | Added |
| Invesco, LLC | 1,301 | $578.8K | 0.24% | −31−2.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,291 | $574.3K | 0.03% | −60−4.4% | Reduced |
| PDS Planning, Inc | 1,291 | $574.3K | 0.06% | −96−6.9% | Reduced |
| Truvestments Capital LLC | 1,289 | $573.4K | 0.23% | +249+23.9% | Added |
| Oarsman Capital, Inc. | 1,282 | $570.3K | 0.13% | −36−2.7% | Reduced |
| American State Bank (Iowa) | 1,277 | $568.1K | 0.36% | −5−0.4% | Reduced |
| Maxi Investments CY Ltd | 1,272 | $566.0K | 0.13% | +494+63.5% | Added |
| Drive Wealth Management, LLC | 1,257 | $559.2K | 0.15% | +36+2.9% | Added |
| Kovack Advisors, Inc. | 1,253 | $557.4K | 0.06% | −67−5.1% | Reduced |
| First Dallas Securities Inc. | 1,250 | $556.1K | 0.24% | 00.0% | Unchanged |
| Norden Group LLC | 1,240 | $551.6K | 0.11% | +283+29.6% | Added |
| First Business Financial Services, Inc. | 1,239 | $551.2K | 0.06% | −1−0.1% | Reduced |
| Investmark Advisory Group LLC | 1,232 | $548.1K | 0.29% | 00.0% | Unchanged |