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 |
|---|---|---|---|---|---|
| Family Firm, Inc. | 427 | $190.0K | 0.04% | +427 | New |
| Opal Wealth Advisors, LLC | 421 | $187.3K | 0.06% | +421 | New |
| Blume Capital Management, Inc. | 415 | $184.6K | 0.04% | −25−5.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 410 | $182.4K | 0.05% | +1+0.2% | Added |
| Versant Capital Management, Inc | 403 | $179.3K | 0.05% | +89+28.3% | Added |
| Andra AP-fonden | 400 | $177.9K | 0.00% | +400 | New |
| Blue Chip Partners, Inc. | 378 | $168.2K | 0.02% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 375 | $166.8K | 0.09% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 375 | $166.8K | 0.02% | +48+14.7% | Added |
| Crewe Advisors LLC | 371 | $165.0K | 0.02% | −32−7.9% | Reduced |
| Mizuho Securities Co. Ltd. | 370 | $164.6K | 0.38% | −130−26.0% | Reduced |
| Rise Advisors, LLC | 363 | $161.5K | 0.09% | −2−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 358 | $159.3K | 0.03% | +87+32.1% | Added |
| Hazlett, Burt & Watson, Inc. | 342 | $154.0K | 0.08% | +170+98.8% | Added |
| EnRich Financial Partners LLC | 336 | $149.5K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 331 | $147.2K | 0.00% | −4−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 327 | $145.5K | 0.01% | +12+3.8% | Added |
| First Personal Financial Services | 324 | $144.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 329 | $143.5K | 0.04% | −16−4.6% | Reduced |
| Evermay Wealth Management LLC | 322 | $143.2K | 0.02% | −28−8.0% | Reduced |
| Atticus Wealth Management, LLC | 322 | $143.2K | 0.05% | +85+35.9% | Added |
| Webster Bank, N. A. | 321 | $142.8K | 0.02% | +150+87.7% | Added |
| Nemes Rush Group LLC | 318 | $141.5K | 0.02% | −3−0.9% | Reduced |
| ORG Partners LLC | 316 | $138.0K | 0.02% | +307+3,411.1% | Added |
| EdgeRock Capital LLC | 302 | $134.3K | 0.10% | +302 | New |
| Rakuten Securities, Inc. | 297 | $132.1K | 0.06% | −41−12.1% | Reduced |
| Provenance Wealth Advisors, LLC | 293 | $130.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 284 | $126.3K | 0.05% | +68+31.5% | Added |
| Capital Analysts, LLC | 272 | $121.0K | 0.01% | +10+3.8% | Added |
| MV Capital Management, Inc. | 270 | $120.1K | 0.01% | +13+5.1% | Added |
| Tortoise Investment Management, LLC | 266 | $118.3K | 0.01% | +13+5.1% | Added |
| Atlantic Trust, LLC | 260 | $115.7K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 258 | $114.8K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 252 | $112.1K | 0.01% | +72+40.0% | Added |
| Register Financial Advisors LLC | 252 | $112.1K | 0.06% | +9+3.7% | Added |
| DSM Capital Partners LLC | 249 | $110.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 247 | $109.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 245 | $109.0K | 0.01% | +31+14.5% | Added |
| Silver Oak Securities, Inc | 245 | $109.0K | 0.02% | +87+55.1% | Added |
| Farmers & Merchants Investments Inc | 235 | $104.5K | 0.00% | −2−0.8% | Reduced |
| Asset Dedication, LLC | 231 | $102.8K | 0.01% | +176+320.0% | Added |
| City State Bank | 228 | $101.4K | 0.04% | +30+15.2% | Added |
| Security National Bank | 225 | $100.1K | 0.01% | −30−11.8% | Reduced |
| Redwood Wealth Management Group, LLC | 224 | $99.6K | 0.08% | +224 | New |
| Byrne Asset Management LLC | 212 | $94.4K | 0.07% | −5−2.3% | Reduced |
| Global Trust Asset Management, LLC | 211 | $93.9K | 0.04% | +210+21,000.0% | Added |
| Robinswood Financial LLC | 200 | $89.0K | 0.04% | +200 | New |
| J.Safra Asset Management Corp | 198 | $88.1K | 0.01% | +198 | New |
| Fortis Group Advisors, LLC | 191 | $85.0K | 0.02% | +13+7.3% | Added |
| Gleason Group, Inc. | 190 | $84.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $84.0K | 0.01% | +69+57.0% | Added |
| Osterweis Capital Management Inc | 177 | $78.7K | 0.00% | +177 | New |
| Chilton Capital Management LLC | 175 | $77.8K | 0.00% | +10+6.1% | Added |
| Atwood & Palmer Inc | 171 | $76.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $72.1K | 0.01% | +4+2.5% | Added |
| Planning Capital Management Corp | 160 | $71.2K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 158 | $70.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 156 | $69.4K | 0.03% | +20+14.7% | Added |
| McIlrath & Eck, LLC | 142 | $63.2K | 0.01% | +55+63.2% | Added |
| JFS Wealth Advisors, LLC | 141 | $62.7K | 0.00% | −84−37.3% | Reduced |
| GW&K Investment Management, LLC | 139 | $62.0K | 0.00% | +25+21.9% | Added |
| HHM Wealth Advisors, LLC | 139 | $61.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $60.1K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $60.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 135 | $60.1K | 0.04% | +20+17.4% | Added |
| True Wealth Design, LLC | 130 | $57.8K | 0.01% | +1+0.8% | Added |
| Financial Avengers, Inc. | 130 | $57.8K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 126 | $56.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 123 | $54.9K | 0.01% | +123 | New |
| GoalVest Advisory LLC | 123 | $54.7K | 0.02% | −11−8.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 122 | $54.3K | 0.01% | +1+0.8% | Added |
| Sachetta, LLC | 125 | $54.1K | 0.02% | +31+33.0% | Added |
| Toth Financial Advisory Corp | 120 | $53.4K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 120 | $53.0K | 0.01% | −60−33.3% | Reduced |
| Quarry LP | 115 | $51.2K | 0.02% | +66+134.7% | Added |
| Deseret Mutual Benefit Administrators | 113 | $50.3K | 0.02% | 00.0% | Unchanged |
| Naples Money Management LLC | 112 | $48.9K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 108 | $48.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 108 | $48.0K | 0.01% | +6+5.9% | Added |
| Cornerstone Planning Group LLC | 109 | $47.7K | 0.01% | +1+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $45.0K | 0.01% | +19+22.6% | Added |
| Colonial Trust Co | 100 | $44.6K | 0.01% | +95+1,900.0% | Added |
| Maryland Capital Advisors Inc. | 100 | $44.5K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $44.5K | 0.00% | +100 | New |
| Caitlin John, LLC | 98 | $43.6K | 0.03% | +12+14.0% | Added |
| Meeder Asset Management Inc | 96 | $42.7K | 0.00% | −743−88.6% | Reduced |
| Capital Advisors, Ltd. LLC | 94 | $42.0K | 0.01% | −2−2.1% | Reduced |
| RFP Financial Group LLC | 94 | $41.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 92 | $40.9K | 0.00% | +12+15.0% | Added |
| MeadowBrook Investment Advisors LLC | 90 | $40.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 90 | $40.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 88 | $39.1K | 0.02% | −52−37.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 84 | $37.4K | 0.02% | +84 | New |
| Financial Connections Group, Inc. | 81 | $36.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 81 | $36.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $35.6K | 0.02% | +10+14.3% | Added |
| Raffa Wealth Management, LLC | 78 | $34.7K | 0.01% | +8+11.4% | Added |
| Prestige Wealth Management Group LLC | 75 | $33.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 74 | $32.9K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 72 | $32.0K | 0.01% | 00.0% | Unchanged |