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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Perissos Private Wealth Management, LLC | 966 | $429.7K | 0.39% | 00.0% | Unchanged |
| Beacon Financial Group | 966 | $429.7K | 0.05% | +52+5.7% | Added |
| DRW Securities, LLC | 962 | $427.9K | 0.03% | +962 | New |
| Sittner & Nelson, LLC | 959 | $426.6K | 0.21% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 956 | $425.3K | 0.15% | +70+7.9% | Added |
| Strait & Sound Wealth Management LLC | 956 | $425.3K | 0.22% | +956 | New |
| David Loasby | 954 | $424.3K | 0.04% | −105−9.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 952 | $423.5K | 0.17% | −558−37.0% | Reduced |
| Golden State Equity Partners | 952 | $423.5K | 0.09% | +952 | New |
| New Hampshire Trust | 949 | $422.2K | 0.10% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 947 | $421.0K | 0.16% | +947 | New |
| Journey Strategic Wealth LLC | 941 | $418.6K | 0.02% | −89−8.6% | Reduced |
| Mokosak Advisory Group, LLC | 940 | $418.2K | 0.14% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 936 | $416.4K | 0.35% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 935 | $415.9K | 0.08% | +935 | New |
| Wealth Management Associates, Inc. | 930 | $413.7K | 0.19% | 00.0% | Unchanged |
| Dearborn Partners LLC | 927 | $412.4K | 0.02% | +36+4.0% | Added |
| Avion Wealth | 928 | $412.0K | 0.11% | +8+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 923 | $410.5K | 0.10% | +923 | New |
| Financial Advisory Service, Inc. | 921 | $409.7K | 0.04% | +41+4.7% | Added |
| Onefund, LLC | 919 | $408.8K | 0.45% | +6+0.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 914 | $406.6K | 0.15% | +54+6.3% | Added |
| WESPAC Advisors SoCal, LLC | 913 | $406.1K | 0.10% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 909 | $404.4K | 0.01% | +55+6.4% | Added |
| Prosperity Financial Group, Inc. | 907 | $403.5K | 0.25% | +80+9.7% | Added |
| Financial Enhancement Group LLC | 893 | $402.7K | 0.06% | +893 | New |
| Ashton Thomas Private Wealth, LLC | 904 | $402.1K | 0.02% | −362−28.6% | Reduced |
| Claro Advisors LLC | 903 | $401.7K | 0.06% | +84+10.3% | Added |
| Northstar Asset Management LLC | 900 | $400.4K | 0.10% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $400.4K | 0.06% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 900 | $400.4K | 0.02% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 900 | $400.4K | 0.35% | 00.0% | Unchanged |
| Vigilare Wealth Management | 898 | $399.5K | 0.18% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 897 | $399.0K | 0.04% | +41+4.8% | Added |
| Legacy Advisors, LLC | 891 | $396.4K | 0.05% | −249−21.8% | Reduced |
| StrongBox Wealth, LLC | 889 | $395.5K | 0.19% | +72+8.8% | Added |
| Fiduciary Financial Group, LLC | 900 | $394.2K | 0.10% | +900 | New |
| Clarus Group, Inc. | 885 | $393.7K | 0.17% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 884 | $393.2K | 0.05% | +101+12.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 881 | $391.9K | 0.10% | −14−1.6% | Reduced |
| Thrive Wealth Management, LLC | 872 | $387.9K | 0.08% | −25−2.8% | Reduced |
| Verus Capital Partners, LLC | 871 | $387.5K | 0.04% | +90+11.5% | Added |
| Glassy Mountain Advisors, Inc. | 868 | $386.1K | 0.14% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 868 | $386.0K | 0.16% | +21+2.5% | Added |
| Kercheville Advisors, LLC | 865 | $384.8K | 0.17% | +210+32.1% | Added |
| Callahan Advisors, LLC | 862 | $383.5K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 860 | $382.6K | 0.12% | +860 | New |
| Morningstar Investment Management LLC | 855 | $380.0K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 850 | $378.1K | 0.01% | 00.0% | Unchanged |
| Bank Hapoalim BM | 847 | $377.0K | 0.05% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 846 | $376.3K | 0.31% | +9+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 846 | $376.3K | 0.02% | +119+16.4% | Added |
| Independence Bank of Kentucky | 845 | $375.9K | 0.10% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 842 | $374.6K | 0.06% | 00.0% | Unchanged |
| Holderness Investments Co | 840 | $373.7K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 839 | $373.2K | 0.06% | +35+4.4% | Added |
| Finer Wealth Management, Inc. | 837 | $372.3K | 0.24% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 819 | $364.3K | 0.09% | +11+1.4% | Added |
| Custom Index Systems, LLC | 818 | $363.9K | 0.21% | +141+20.8% | Added |
| Jupiter Asset Management Ltd | 818 | $363.9K | 0.00% | +818 | New |
| Granite Investment Partners, LLC | 816 | $363.0K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 824 | $360.9K | 0.07% | −25−2.9% | Reduced |
| FFT Wealth Management LLC | 811 | $360.8K | 0.03% | −266−24.7% | Reduced |
| Wrapmanager Inc | 811 | $360.8K | 0.10% | +61+8.1% | Added |
| Bridgefront Capital, LLC | 810 | $360.3K | 0.15% | +810 | New |
| Values First Advisors, Inc. | 808 | $359.5K | 0.22% | +197+32.2% | Added |
| Financial Insights, Inc. | 807 | $359.0K | 0.10% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 801 | $356.7K | 0.20% | +53+7.1% | Added |
| ProVise Management Group, LLC | 801 | $356.3K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $356.3K | 0.11% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $356.3K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $355.9K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 799 | $355.4K | 0.03% | +29+3.8% | Added |
| Howard Financial Services, Ltd. | 799 | $355.4K | 0.06% | −54−6.3% | Reduced |
| Canopy Partners, LLC | 799 | $355.4K | 0.17% | +5+0.6% | Added |
| Riversedge Advisors, LLC | 799 | $355.4K | 0.09% | +13+1.7% | Added |
| Diversified, LLC | 798 | $355.0K | 0.04% | +103+14.8% | Added |
| Saiph Capital, LLC | 797 | $354.5K | 0.16% | +77+10.7% | Added |
| Sonora Investment Management Group, LLC | 875 | $349.2K | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 783 | $348.3K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 783 | $348.3K | 0.02% | +174+28.6% | Added |
| Sivia Capital Partners, LLC | 781 | $347.4K | 0.23% | +45+6.1% | Added |
| Level Four Advisory Services, LLC | 778 | $346.1K | 0.02% | −286−26.9% | Reduced |
| MidWestOne Financial Group, Inc. | 777 | $345.6K | 0.06% | +40+5.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 791 | $345.1K | 0.19% | −14−1.7% | Reduced |
| Confluence Wealth Services, Inc. | 774 | $344.3K | 0.03% | +108+16.2% | Added |
| Advance Capital Management, Inc. | 769 | $342.1K | 0.02% | +29+3.9% | Added |
| Magellan Asset Management Ltd | 764 | $339.9K | 0.00% | +127+19.9% | Added |
| Granite Group Advisors, LLC | 761 | $338.5K | 0.26% | −1,305−63.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 760 | $338.1K | 0.01% | −70−8.4% | Reduced |
| Paragon Private Wealth Management, LLC | 759 | $337.6K | 0.19% | +759 | New |
| Canandaigua National Bank & Trust Co | 757 | $336.8K | 0.04% | −69−8.4% | Reduced |
| Semus Wealth Partners LLC | 757 | $336.8K | 0.26% | −9−1.2% | Reduced |
| United Capital Management of KS, Inc. | 757 | $336.8K | 0.07% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $336.3K | 0.22% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $334.0K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 750 | $333.6K | 0.17% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 745 | $331.3K | 0.19% | −947−56.0% | Reduced |
| Edge Capital Group, LLC | 744 | $331.0K | 0.02% | +44+6.3% | Added |
| McKinley Carter Wealth Services, Inc. | 743 | $330.5K | 0.02% | +11+1.5% | Added |