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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 742 | $330.2K | 0.02% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 742 | $330.1K | 0.24% | +68+10.1% | Added |
| Magnus Financial Group LLC | 741 | $329.6K | 0.04% | −5−0.7% | Reduced |
| Destination Wealth Management | 740 | $329.2K | 0.01% | +6+0.8% | Added |
| Fairscale Capital, LLC | 751 | $328.9K | 0.29% | +751 | New |
| CBOE Vest Financial, LLC | 738 | $328.3K | 0.01% | −32−4.2% | Reduced |
| Ulland Investment Advisors, LLC | 738 | $328.0K | 0.23% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 733 | $326.0K | 0.01% | +5+0.7% | Added |
| West Family Investments, Inc. | 731 | $325.2K | 0.10% | +140+23.7% | Added |
| IFG Advisory, LLC | 728 | $323.9K | 0.02% | +728 | New |
| JJJ Advisors Inc. | 727 | $323.4K | 0.07% | +19+2.7% | Added |
| Capital Investment Advisors, LLC | 725 | $322.6K | 0.01% | +76+11.7% | Added |
| Silvia McColl Wealth Management, LLC | 725 | $322.5K | 0.27% | −2−0.3% | Reduced |
| TFG Advisers LLC | 717 | $319.0K | 0.12% | +72+11.2% | Added |
| AdvisorNet Financial, Inc | 715 | $318.1K | 0.03% | +3+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 714 | $317.6K | 0.05% | −19−2.6% | Reduced |
| New Harbor Financial Group, LLC | 713 | $317.2K | 0.11% | +713 | New |
| Fortune Financial Advisors, LLC | 710 | $315.8K | 0.19% | 00.0% | Unchanged |
| Gratus Capital LLC | 710 | $315.8K | 0.01% | +710 | New |
| Symmetry Partners, LLC | 709 | $315.0K | 0.02% | −287−28.8% | Reduced |
| Trillium Asset Management, LLC | 707 | $315.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 707 | $314.5K | 0.10% | +56+8.6% | Added |
| Parkside Financial Bank & Trust | 702 | $312.3K | 0.05% | +5+0.7% | Added |
| Buck Wealth Strategies, LLC | 700 | $311.4K | 0.09% | +700 | New |
| Regent Peak Wealth Advisors LLC | 697 | $310.1K | 0.08% | +19+2.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 697 | $310.1K | 0.12% | +23+3.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 695 | $309.2K | 0.08% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 693 | $308.3K | 0.04% | +21+3.1% | Added |
| Nations Financial Group Inc, | 691 | $307.4K | 0.03% | +691 | New |
| Cable Hill Partners, LLC | 686 | $305.2K | 0.03% | +686 | New |
| Klingman & Associates, LLC | 681 | $302.9K | 0.02% | +173+34.1% | Added |
| Carolinas Wealth Consulting LLC | 677 | $301.1K | 0.06% | +13+2.0% | Added |
| Burford Brothers, Inc. | 676 | $300.7K | 0.17% | −1−0.1% | Reduced |
| Viewpoint Capital Management LLC | 675 | $300.3K | 0.18% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 675 | $300.3K | 0.16% | +6+0.9% | Added |
| Total Clarity Wealth Management, Inc. | 673 | $299.4K | 0.10% | +20+3.1% | Added |
| Kowal Investment Group, LLC | 673 | $299.4K | 0.06% | +673 | New |
| Dunhill Financial, LLC | 669 | $297.8K | 0.18% | +615+1,138.9% | Added |
| Dividend Assets Capital, LLC | 668 | $297.2K | 0.06% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 667 | $296.7K | 0.09% | 00.0% | Unchanged |
| WMS Partners, LLC | 666 | $296.3K | 0.02% | −36−5.1% | Reduced |
| Callan Capital, LLC | 662 | $294.5K | 0.02% | +71+12.0% | Added |
| Grove Bank & Trust | 661 | $294.0K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 661 | $294.0K | 0.06% | +19+3.0% | Added |
| Kades & Cheifetz LLC | 660 | $293.6K | 0.18% | −9−1.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 654 | $290.9K | 0.04% | −166−20.2% | Reduced |
| Seven Mile Advisory | 653 | $290.5K | 0.21% | +41+6.7% | Added |
| Traveka Wealth, LLC | 648 | $288.1K | 0.14% | +35+5.7% | Added |
| Vise Technologies, Inc. | 643 | $286.0K | 0.05% | +118+22.5% | Added |
| New Wave Wealth Advisors LLC | 642 | $285.6K | 0.15% | +642 | New |
| Koshinski Asset Management, Inc. | 3,993 | $285.2K | 0.03% | +3,993 | New |
| Stephens Investment Management Group LLC | 641 | $285.1K | 0.00% | +20+3.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 640 | $284.7K | 0.02% | −1,700−72.6% | Reduced |
| Spinnaker Investment Group, LLC | 640 | $284.7K | 0.08% | +15+2.4% | Added |
| Hemenway Trust Co LLC | 639 | $284.3K | 0.02% | −5−0.8% | Reduced |
| Greenup Street Wealth Management LLC | 638 | $283.8K | 0.07% | +638 | New |
| Napa Wealth Management | 632 | $281.1K | 0.19% | −15−2.3% | Reduced |
| Successful Portfolios LLC | 632 | $281.1K | 0.20% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 630 | $280.3K | 0.10% | +630 | New |
| Cooper Financial Group | 629 | $279.8K | 0.04% | +53+9.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 625 | $278.0K | 0.01% | −5−0.8% | Reduced |
| Strategic Advisors LLC | 624 | $277.6K | 0.05% | +5+0.8% | Added |
| Advisor OS, LLC | 623 | $277.1K | 0.03% | +21+3.5% | Added |
| Pine Valley Investments Ltd Liability Co | 622 | $276.7K | 0.02% | −200−24.3% | Reduced |
| Valley National Advisers Inc | 622 | $276.0K | 0.04% | +141+29.3% | Added |
| Tyler-Stone Wealth Management | 620 | $275.8K | 0.11% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $274.9K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 616 | $274.0K | 0.04% | −8−1.3% | Reduced |
| Morling Financial Advisors, LLC | 615 | $273.6K | 0.12% | +88+16.7% | Added |
| Strengthening Families & Communities, LLC | 613 | $273.0K | 0.08% | +4+0.7% | Added |
| Eagle Bay Advisors LLC | 613 | $272.7K | 0.17% | −321−34.4% | Reduced |
| Fragasso Group Inc. | 613 | $272.7K | 0.02% | +66+12.1% | Added |
| Avidian Wealth Solutions, LLC | 613 | $272.7K | 0.01% | +613 | New |
| Montecito Bank & Trust | 612 | $272.2K | 0.06% | −201−24.7% | Reduced |
| First Foundation Advisors | 612 | $272.2K | 0.01% | −101−14.2% | Reduced |
| Trust Co | 612 | $272.2K | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 610 | $271.4K | 0.14% | +610 | New |
| Portfolio Design Labs, LLC | 607 | $270.0K | 0.08% | −1,372−69.3% | Reduced |
| Avalon Trust Co | 605 | $269.1K | 0.02% | −98−13.9% | Reduced |
| WealthPLAN Partners, LLC | 603 | $268.2K | 0.03% | −180−23.0% | Reduced |
| New Republic Capital, LLC | 602 | $267.8K | 0.13% | +602 | New |
| Sargent Investment Group, LLC | 601 | $267.4K | 0.05% | +601 | New |
| Adell Harriman & Carpenter Inc | 600 | $266.9K | 0.02% | −50−7.7% | Reduced |
| Southern Capital Advisors, LLC | 600 | $266.9K | 0.16% | −13−2.1% | Reduced |
| V2 Financial group LLC | 600 | $266.2K | 0.18% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 595 | $264.7K | 0.07% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 486 | $264.1K | 0.06% | +486 | New |
| AJOVista, LLC | 593 | $263.8K | 0.76% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 592 | $263.0K | 0.07% | −1,021−63.3% | Reduced |
| Covestor Ltd | 591 | $263.0K | 0.17% | −1−0.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $262.9K | 0.03% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 588 | $261.6K | 0.12% | 00.0% | Unchanged |
| Burton Enright Welch | 587 | $261.1K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 590 | $261.0K | 0.01% | −9−1.5% | Reduced |
| Arvest Trust Co N A | 584 | $259.8K | 0.02% | −76−11.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 584 | $259.8K | 0.06% | +584 | New |
| Tobam | 581 | $258.0K | 0.04% | −1,339−69.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 579 | $257.6K | 0.01% | −20−3.3% | Reduced |
| Schnieders Capital Management LLC | 579 | $257.6K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 574 | $255.3K | 0.07% | +22+4.0% | Added |