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 |
|---|---|---|---|---|---|
| Blue Square Asset Management, LLC | 10,515 | $4.68M | 2.73% | +266+2.6% | Added |
| Northwest & Ethical Investments L.P. | 10,453 | $4.65M | 0.13% | +1,074+11.5% | Added |
| Ossiam | 10,380 | $4.62M | 0.09% | +1,065+11.4% | Added |
| Apollon Wealth Management, LLC | 10,308 | $4.59M | 0.14% | +315+3.2% | Added |
| Dynamic Advisor Solutions LLC | 10,245 | $4.56M | 0.14% | +252+2.5% | Added |
| Warren Averett Asset Management, LLC | 10,142 | $4.51M | 0.09% | +7,590+297.4% | Added |
| First Hawaiian Bank | 10,116 | $4.50M | 0.15% | −24−0.2% | Reduced |
| Roundview Capital LLC | 10,022 | $4.46M | 0.35% | +29+0.3% | Added |
| Strategic Advocates LLC | 10,013 | $4.45M | 1.77% | +184+1.9% | Added |
| BNC Wealth Management, LLC | 10,005 | $4.45M | 1.65% | +930+10.2% | Added |
| Integral Health Asset Management, LLC | 10,000 | $4.45M | 0.44% | −40,000−80.0% | Reduced |
| Deane Retirement Strategies, Inc. | 10,017 | $4.43M | 2.27% | +10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,893 | $4.40M | 0.01% | −210−2.1% | Reduced |
| Orion Capital Management LLC | 9,829 | $4.37M | 2.30% | −100−1.0% | Reduced |
| Welch & Forbes LLC | 9,840 | $4.36M | 0.06% | −18−0.2% | Reduced |
| Independent Advisor Alliance | 9,748 | $4.34M | 0.15% | +87+0.9% | Added |
| Wisconsin Capital Management LLC | 9,725 | $4.33M | 2.19% | +2,010+26.1% | Added |
| Fiduciary Trust Co | 9,690 | $4.31M | 0.06% | +141+1.5% | Added |
| Hodges Capital Management Inc. | 9,687 | $4.31M | 0.29% | −849−8.1% | Reduced |
| Argent Trust Co | 9,685 | $4.31M | 0.19% | +962+11.0% | Added |
| Vestcor Inc | 9,678 | $4.30M | 0.15% | +3,157+48.4% | Added |
| Raymond James Trust N.A. | 9,662 | $4.30M | 0.10% | +170+1.8% | Added |
| Neville Rodie & Shaw Inc | 9,625 | $4.28M | 0.32% | −1,361−12.4% | Reduced |
| Squarepoint Ops LLC | 9,612 | $4.28M | 0.02% | −38,932−80.2% | Reduced |
| Baldwin Investment Management, LLC | 9,585 | $4.26M | 0.58% | +671+7.5% | Added |
| Tokio Marine Asset Management Co Ltd | 9,389 | $4.18M | 0.20% | +430+4.8% | Added |
| Arthur M. Cohen & Associates, LLC | 9,372 | $4.17M | 0.76% | +177+1.9% | Added |
| Oak Ridge Investments LLC | 9,362 | $4.16M | 0.40% | +9,362 | New |
| Buckingham Strategic Wealth, LLC | 9,301 | $4.14M | 0.04% | +163+1.8% | Added |
| Oak Harvest Investment Services | 9,299 | $4.14M | 0.65% | +1,638+21.4% | Added |
| Eisler Capital (US) LLC | 9,293 | $4.13M | 0.78% | +9,293 | New |
| Nicholas Investment Partners, LP | 9,263 | $4.12M | 0.43% | +9,263 | New |
| Frank, Rimerman Advisors LLC | 9,250 | $4.11M | 0.29% | +5,359+137.7% | Added |
| Aft, Forsyth & Company, Inc. | 9,249 | $4.11M | 2.10% | +400+4.5% | Added |
| Whittier Trust Co | 9,223 | $4.10M | 0.06% | +57+0.6% | Added |
| Coldstream Capital Management Inc | 9,162 | $4.08M | 0.10% | −84−0.9% | Reduced |
| Brighton Jones LLC | 9,158 | $4.07M | 0.13% | −156−1.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,144 | $4.07M | 0.63% | +3,079+50.8% | Added |
| Allworth Financial LP | 8,876 | $4.04M | 0.03% | +162+1.9% | Added |
| Sycomore Asset Management | 9,120 | $4.04M | 0.71% | +2,027+28.6% | Added |
| Burns J W & Co Inc | 9,037 | $4.02M | 0.54% | +1,708+23.3% | Added |
| Horizon Investments, LLC | 9,024 | $4.01M | 0.11% | +1,881+26.3% | Added |
| Whittier Trust Co of Nevada Inc | 9,008 | $4.01M | 0.11% | +140+1.6% | Added |
| Snowden Capital Advisors LLC | 8,980 | $3.99M | 0.12% | −2,399−21.1% | Reduced |
| Clear Harbor Asset Management, LLC | 8,962 | $3.99M | 0.35% | +4,704+110.5% | Added |
| HM Payson & Co | 8,896 | $3.96M | 0.07% | −90−1.0% | Reduced |
| Sigma Planning Corp | 8,807 | $3.92M | 0.12% | −133−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,921 | $3.91M | 0.04% | +5+0.1% | Added |
| Ofi Invest Asset Management | 9,409 | $3.91M | 0.10% | +7,894+521.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,765 | $3.90M | 0.20% | +980+12.6% | Added |
| Family Capital Trust Co | 8,755 | $3.89M | 1.27% | −625−6.7% | Reduced |
| Rockingstone Advisors LLC | 8,748 | $3.89M | 2.00% | +41+0.5% | Added |
| Nwam LLC | 8,716 | $3.88M | 1.14% | −1,257−12.6% | Reduced |
| Westpac Banking Corp | 8,669 | $3.86M | 0.31% | +816+10.4% | Added |
| Canal Capital Management, LLC | 8,620 | $3.83M | 0.65% | +73+0.9% | Added |
| TriaGen Wealth Management LLC | 8,502 | $3.78M | 1.46% | +8,502 | New |
| Thoroughbred Financial Services, LLC | 8,464 | $3.77M | 0.25% | +2,394+39.4% | Added |
| Cohen Klingenstein LLC | 8,460 | $3.76M | 0.14% | 00.0% | Unchanged |
| Stephens Inc | 8,351 | $3.71M | 0.06% | +284+3.5% | Added |
| Everence Capital Management Inc | 9,930 | $3.68M | 0.26% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 8,204 | $3.65M | 2.62% | −121−1.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,198 | $3.65M | 0.15% | +164+2.0% | Added |
| Compagnie Lombard Odier SCmA | 8,185 | $3.64M | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 8,167 | $3.63M | 1.19% | +183+2.3% | Added |
| Elevatus Welath Management | 8,082 | $3.60M | 1.34% | +8,082 | New |
| BDF-Gestion | 8,024 | $3.57M | 0.34% | +8,024 | New |
| Adviser Investments LLC | 8,003 | $3.56M | 0.05% | +158+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,986 | $3.55M | 0.30% | −183−2.2% | Reduced |
| Oak Asset Management, LLC | 7,985 | $3.55M | 1.30% | −100−1.2% | Reduced |
| Principal Securities, Inc. | 7,943 | $3.53M | 0.10% | +986+14.2% | Added |
| HBK Investments L P | 7,878 | $3.50M | 0.08% | +7,188+1,041.7% | Added |
| Girard Partners Ltd. | 7,868 | $3.50M | 0.33% | −52−0.7% | Reduced |
| Banque Cantonale Vaudoise | 7,852 | $3.49M | 0.14% | −2,489−24.1% | Reduced |
| WD Rutherford LLC | 7,846 | $3.49M | 1.75% | −265−3.3% | Reduced |
| Empowered Funds, LLC | 7,832 | $3.48M | 0.06% | +739+10.4% | Added |
| TownSquare Capital, LLC | 7,832 | $3.48M | 0.05% | +1,398+21.7% | Added |
| Cyndeo Wealth Partners, LLC | 7,815 | $3.48M | 0.27% | +276+3.7% | Added |
| Beacon Pointe Advisors, LLC | 7,748 | $3.45M | 0.04% | −733−8.6% | Reduced |
| Kornitzer Capital Management Inc | 7,626 | $3.39M | 0.06% | +62+0.8% | Added |
| Independent Financial Group, LLC | 7,624 | $3.39M | 0.14% | +361+5.0% | Added |
| Steel Peak Wealth Management LLC | 7,610 | $3.39M | 0.16% | −19,239−71.7% | Reduced |
| Plato Investment Management Ltd | 7,563 | $3.36M | 0.31% | 00.0% | Unchanged |
| First Bank & Trust | 7,559 | $3.36M | 0.68% | −377−4.8% | Reduced |
| Wahed Invest LLC | 7,538 | $3.35M | 0.67% | +7,538 | New |
| Freestone Capital Holdings, LLC | 7,534 | $3.35M | 0.12% | +63+0.8% | Added |
| CAPROCK Group, Inc. | 7,516 | $3.34M | 0.14% | +2,061+37.8% | Added |
| Andrew Hill Investment Advisors, Inc. | 7,509 | $3.34M | 2.77% | +909+13.8% | Added |
| Intrust Bank NA | 7,507 | $3.34M | 0.36% | +123+1.7% | Added |
| Vident Advisory, LLC | 7,473 | $3.32M | 0.09% | +307+4.3% | Added |
| Ostrum Asset Management | 7,463 | $3.32M | 0.29% | −313−4.0% | Reduced |
| Meeder Advisory Services, Inc. | 7,364 | $3.28M | 0.23% | +1,889+34.5% | Added |
| Pinnacle Wealth Management, LLC | 7,328 | $3.26M | 4.08% | −189−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,310 | $3.25M | 0.04% | +417+6.0% | Added |
| Wellington Shields Capital Management, LLC | 7,275 | $3.24M | 0.59% | +7,275 | New |
| Wendell David Associates Inc | 7,275 | $3.24M | 0.33% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,256 | $3.23M | 0.07% | +413+6.0% | Added |
| Front Row Advisors LLC | 7,231 | $3.22M | 1.12% | −838−10.4% | Reduced |
| Connective Capital Management, LLC | 7,196 | $3.20M | 6.02% | −16,041−69.0% | Reduced |
| Hills Bank & Trust Co | 7,160 | $3.19M | 0.26% | −481−6.3% | Reduced |
| Panagora Asset Management Inc | 7,095 | $3.16M | 0.02% | −30.0% | Reduced |