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
- 1,825
- +104 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
- 182
- 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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 1,230 | $547.2K | 0.02% | +246+25.0% | Added |
| Cobblestone Capital Advisors LLC | 1,226 | $545.4K | 0.03% | +150+13.9% | Added |
| Choate Investment Advisors | 1,223 | $544.1K | 0.01% | −7−0.6% | Reduced |
| Channel Wealth LLC | 1,218 | $541.8K | 0.20% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,215 | $540.5K | 0.21% | +535+78.7% | Added |
| Csenge Advisory Group | 1,214 | $540.0K | 0.03% | −15−1.2% | Reduced |
| Allstate Corp | 1,214 | $540.0K | 0.04% | −13−1.1% | Reduced |
| KPP Advisory Services LLC | 1,208 | $537.4K | 0.14% | +128+11.9% | Added |
| True North Advisors, LLC | 1,207 | $537.0K | 0.14% | −41−3.3% | Reduced |
| Planning Center, Inc. | 1,201 | $534.3K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,199 | $533.4K | 0.09% | −76−6.0% | Reduced |
| Interchange Capital Partners, LLC | 1,197 | $532.5K | 0.20% | +56+4.9% | Added |
| Wesbanco Bank Inc | 1,193 | $530.7K | 0.02% | +9+0.8% | Added |
| Yarbrough Capital, LLC | 1,190 | $529.4K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,189 | $528.9K | 0.21% | +4+0.3% | Added |
| Atomi Financial Group, Inc. | 1,185 | $527.1K | 0.04% | +318+36.7% | Added |
| Apriem Advisors | 1,183 | $526.3K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,181 | $525.4K | 0.18% | +441+59.6% | Added |
| Ignite Planners, LLC | 1,180 | $523.6K | 0.13% | +16+1.4% | Added |
| Contravisory Investment Management, Inc. | 1,174 | $522.3K | 0.12% | +77+7.0% | Added |
| Capital Market Strategies LLC | 1,166 | $518.7K | 0.33% | −24−2.0% | Reduced |
| Moors & Cabot, Inc. | 1,159 | $515.6K | 0.03% | +26+2.3% | Added |
| EverSource Wealth Advisors, LLC | 1,157 | $514.4K | 0.03% | +281+32.1% | Added |
| Rossmore Private Capital | 1,153 | $512.9K | 0.07% | +14+1.2% | Added |
| Navalign, LLC | 1,150 | $511.6K | 0.16% | −200−14.8% | Reduced |
| Wealthspire Advisors, LLC | 1,145 | $509.4K | 0.01% | +113+10.9% | Added |
| Cromwell Holdings LLC | 1,144 | $508.9K | 0.30% | +1,144 | New |
| Humankind Investments LLC | 1,143 | $508.5K | 0.13% | +197+20.8% | Added |
| Evercore Wealth Management, LLC | 1,140 | $507.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,138 | $506.2K | 0.02% | +372+48.6% | Added |
| Spirepoint Private Client, LLC | 1,137 | $505.8K | 0.07% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,133 | $504.0K | 0.10% | +550+94.3% | Added |
| Green Alpha Advisors, LLC | 1,131 | $503.1K | 0.40% | −147−11.5% | Reduced |
| Revolve Wealth Partners, LLC | 1,131 | $503.1K | 0.08% | −21−1.8% | Reduced |
| Vicus Capital | 1,127 | $501.3K | 0.05% | +226+25.1% | Added |
| Draper Asset Management, LLC | 1,125 | $500.5K | 0.38% | −8−0.7% | Reduced |
| LJI Wealth Management, LLC | 1,124 | $500.0K | 0.11% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,122 | $499.1K | 0.33% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,115 | $496.0K | 0.39% | +19+1.7% | Added |
| 9258 Wealth Management, LLC | 1,115 | $496.0K | 0.08% | +165+17.4% | Added |
| TrinityPoint Wealth, LLC | 1,112 | $494.7K | 0.08% | −113−9.2% | Reduced |
| TRUE Private Wealth Advisors | 1,107 | $492.2K | 0.06% | −2−0.2% | Reduced |
| Investment Partners, Ltd. | 1,101 | $489.8K | 0.22% | −30−2.7% | Reduced |
| Mitchell Sinkler & Starr | 1,174 | $488.5K | 0.13% | −41−3.4% | Reduced |
| BSW Wealth Partners | 1,098 | $488.4K | 0.08% | +120+12.3% | Added |
| ZWJ Investment Counsel Inc | 1,093 | $486.2K | 0.02% | −27−2.4% | Reduced |
| Financial Management Network Inc | 1,095 | $485.9K | 0.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,092 | $485.8K | 0.11% | −14−1.3% | Reduced |
| Financial Perspectives, Inc | 1,091 | $485.3K | 0.18% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,089 | $484.4K | 0.19% | +1,089 | New |
| Naples Global Advisors, LLC | 1,085 | $482.7K | 0.05% | −13−1.2% | Reduced |
| Trueblood Wealth Management, LLC | 1,079 | $480.0K | 0.27% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,075 | $478.2K | 0.41% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,070 | $476.0K | 0.04% | +3+0.3% | Added |
| HCR Wealth Advisors | 1,070 | $476.0K | 0.07% | +133+14.2% | Added |
| Visionary Wealth Advisors | 1,069 | $475.5K | 0.03% | +60+5.9% | Added |
| Focus Financial Network, Inc. | 1,113 | $474.6K | 0.02% | −731−39.6% | Reduced |
| Massmutual Trust Co FSB | 1,058 | $470.7K | 0.01% | +128+13.8% | Added |
| Lion Street Advisors, LLC | 1,051 | $467.5K | 0.17% | −129−10.9% | Reduced |
| Connecticut Wealth Management, LLC | 1,051 | $467.3K | 0.02% | −45−4.1% | Reduced |
| CoreCap Advisors, LLC | 1,050 | $467.1K | 0.05% | −426−28.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,050 | $467.1K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 1,049 | $466.6K | 0.13% | −399−27.6% | Reduced |
| Pictet North America Advisors SA | 1,049 | $466.6K | 0.05% | +144+15.9% | Added |
| Fortitude Advisory Group L.L.C. | 1,042 | $463.5K | 0.28% | +188+22.0% | Added |
| Unique Wealth Strategies, LLC | 1,160 | $462.9K | 0.22% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,036 | $460.9K | 0.00% | +69+7.1% | Added |
| Encompass Wealth Advisors, LLC | 1,035 | $460.6K | 0.12% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,030 | $458.2K | 0.13% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $457.8K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,025 | $456.0K | 0.16% | −100−8.9% | Reduced |
| D.B. Root & Company, LLC | 1,024 | $455.5K | 0.16% | +5+0.5% | Added |
| Accredited Investors Inc. | 1,020 | $453.7K | 0.03% | −53−4.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,020 | $453.7K | 0.33% | +112+12.3% | Added |
| Souders Financial Advisors | 1,016 | $452.0K | 0.07% | +16+1.6% | Added |
| Atlas Brown,Inc. | 1,012 | $450.2K | 0.16% | +307+43.5% | Added |
| Anchor Investment Management, LLC | 1,009 | $448.9K | 0.05% | −705−41.1% | Reduced |
| Palisade Asset Management, LLC | 1,009 | $448.9K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,009 | $448.9K | 0.04% | +5+0.5% | Added |
| Green Square Capital Advisors LLC | 1,009 | $448.9K | 0.06% | +450+80.5% | Added |
| Portside Wealth Group, LLC | 1,009 | $448.9K | 0.09% | +110+12.2% | Added |
| Tufton Capital Management | 1,008 | $448.4K | 0.09% | −10−1.0% | Reduced |
| Stokes Family Office, LLC | 1,006 | $447.5K | 0.05% | +41+4.2% | Added |
| Trinity Legacy Partners, LLC | 1,006 | $447.5K | 0.13% | +228+29.3% | Added |
| Hobbs Group Advisors, LLC | 1,002 | $445.7K | 0.17% | +1,002 | New |
| Alta Advisers Ltd | 1,000 | $444.9K | 0.21% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $444.9K | 0.06% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,000 | $444.9K | 0.27% | +1,000 | New |
| First Affirmative Financial Network | 996 | $442.9K | 0.31% | +26+2.7% | Added |
| Ipswich Investment Management Co., Inc. | 995 | $442.6K | 0.10% | +45+4.7% | Added |
| AIMZ Investment Advisors, LLC | 990 | $440.4K | 0.16% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 988 | $439.3K | 0.02% | −128−11.5% | Reduced |
| Creative Financial Designs Inc | 985 | $438.2K | 0.04% | +101+11.4% | Added |
| MONECO Advisors, LLC | 985 | $438.1K | 0.06% | −27−2.7% | Reduced |
| Univest Financial Corp | 977 | $434.6K | 0.12% | +358+57.8% | Added |
| Goepper Burkhardt LLC | 972 | $432.4K | 0.20% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 972 | $432.3K | 0.13% | +972 | New |
| LexAurum Advisors, LLC | 970 | $431.5K | 0.11% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 968 | $430.6K | 0.03% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 987 | $430.6K | 0.13% | −90−8.4% | Reduced |