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 |
|---|---|---|---|---|---|
| Relative Value Partners Group, LLC | 4,609 | $2.05M | 0.27% | +4,609 | New |
| Conway Capital Management, Inc. | 4,569 | $2.03M | 1.02% | −50−1.1% | Reduced |
| Merit Financial Group, LLC | 4,557 | $2.03M | 0.04% | +137+3.1% | Added |
| Scientech Research LLC | 4,542 | $2.02M | 0.42% | +3,038+202.0% | Added |
| NorthRock Partners, LLC | 4,509 | $2.01M | 0.08% | +254+6.0% | Added |
| CNB Bank | 4,508 | $2.01M | 0.96% | −42−0.9% | Reduced |
| Avestar Capital, LLC | 4,505 | $2.00M | 0.22% | +711+18.7% | Added |
| Alhambra Investment Partners LLC | 4,500 | $2.00M | 1.10% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,474 | $1.99M | 0.05% | +72+1.6% | Added |
| Schechter Investment Advisors, LLC | 4,456 | $1.98M | 0.15% | −28−0.6% | Reduced |
| Evolutionary Tree Capital Management, LLC | 4,454 | $1.98M | 2.04% | +4,454 | New |
| Oliver Lagore Vanvalin Investment Group | 4,431 | $1.97M | 0.57% | +446+11.2% | Added |
| Intellectus Partners, LLC | 4,430 | $1.97M | 0.54% | −705−13.7% | Reduced |
| Terra Nova Asset Management LLC | 4,430 | $1.97M | 1.55% | +2,819+175.0% | Added |
| Parallax Volatility Advisers, L.P. | 4,377 | $1.95M | 0.05% | +1,074+32.5% | Added |
| Old National Bancorp | 4,366 | $1.94M | 0.05% | −128−2.8% | Reduced |
| Hollencrest Capital Management | 4,344 | $1.93M | 0.09% | +59+1.4% | Added |
| Ingalls & Snyder LLC | 4,335 | $1.93M | 0.08% | +582+15.5% | Added |
| Next Century Growth Investors LLC | 4,331 | $1.93M | 0.16% | −13−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 4,328 | $1.93M | 0.05% | +184+4.4% | Added |
| Spire Wealth Management | 4,312 | $1.92M | 0.07% | −1,031−19.3% | Reduced |
| Geneva Capital Management LLC | 4,308 | $1.92M | 0.03% | −1,082−20.1% | Reduced |
| Crestwood Advisors Group LLC | 4,293 | $1.91M | 0.04% | −15−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,288 | $1.91M | 0.14% | +3,089+257.6% | Added |
| Balboa Wealth Partners | 4,222 | $1.88M | 0.50% | −1,141−21.3% | Reduced |
| TD Private Client Wealth LLC | 4,218 | $1.88M | 0.06% | +46+1.1% | Added |
| Grandfield & Dodd, LLC | 4,216 | $1.88M | 0.12% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,213 | $1.87M | 0.12% | +141+3.5% | Added |
| WoodTrust Financial Corp | 4,212 | $1.87M | 0.29% | −50−1.2% | Reduced |
| Argus Investors' Counsel, Inc. | 4,182 | $1.86M | 1.14% | +4,182 | New |
| Qtron Investments LLC | 4,180 | $1.86M | 0.27% | +1,149+37.9% | Added |
| SageView Advisory Group, LLC | 4,142 | $1.84M | 0.09% | +3,700+837.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,123 | $1.83M | 0.08% | +3,390+462.5% | Added |
| We Are One Seven, LLC | 4,090 | $1.82M | 0.09% | +1,769+76.2% | Added |
| Spears Abacus Advisors LLC | 4,085 | $1.82M | 0.04% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 4,072 | $1.81M | 1.50% | +792+24.1% | Added |
| Trust Asset Management LLC | 4,051 | $1.80M | 0.15% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,038 | $1.80M | 0.19% | +4,038 | New |
| Sepio Capital, LP | 4,017 | $1.79M | 0.16% | −25−0.6% | Reduced |
| Evergreen Capital Management LLC | 4,007 | $1.78M | 0.06% | +64+1.6% | Added |
| E Fund Management Co., Ltd. | 3,973 | $1.77M | 0.10% | +33+0.8% | Added |
| McRae Capital Management Inc | 3,965 | $1.76M | 0.40% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,960 | $1.76M | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,935 | $1.75M | 1.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,896 | $1.73M | 0.21% | +389+11.1% | Added |
| Proequities, Inc. | 3,882 | $1.73M | 0.11% | −1,122−22.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 3,880 | $1.73M | 0.30% | −23,924−86.0% | Reduced |
| GAMMA Investing LLC | 3,879 | $1.73M | 0.24% | +1,075+38.3% | Added |
| Willner & Heller, LLC | 3,875 | $1.72M | 1.65% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,875 | $1.72M | 0.06% | +148+4.0% | Added |
| Boston Financial Mangement LLC | 3,857 | $1.72M | 0.05% | −10−0.3% | Reduced |
| Howland Capital Management LLC | 3,845 | $1.71M | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,840 | $1.71M | 0.15% | +1,327+52.8% | Added |
| Waterloo Capital, L.P. | 3,838 | $1.71M | 0.20% | +2,063+116.2% | Added |
| Wealthcare Advisory Partners LLC | 3,823 | $1.70M | 0.05% | +247+6.9% | Added |
| AE Wealth Management LLC | 3,822 | $1.70M | 0.02% | +752+24.5% | Added |
| Doliver Advisors, LP | 3,795 | $1.69M | 0.47% | −37−1.0% | Reduced |
| Churchill Management Corp | 3,733 | $1.66M | 0.02% | −447−10.7% | Reduced |
| Syon Capital LLC | 3,733 | $1.66M | 0.15% | +112+3.1% | Added |
| Savant Capital, LLC | 3,729 | $1.66M | 0.02% | +13+0.3% | Added |
| Alerus Financial NA | 3,725 | $1.66M | 0.12% | −36−1.0% | Reduced |
| Westmount Partners, LLC | 3,794 | $1.66M | 0.55% | +28+0.7% | Added |
| Iyo Bank, Ltd. | 3,720 | $1.66M | 0.59% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,141 | $1.65M | 0.02% | +1,951+89.1% | Added |
| Equitable Trust Co | 3,680 | $1.64M | 0.11% | +381+11.5% | Added |
| Jamison Private Wealth Management, Inc. | 3,676 | $1.64M | 0.27% | −188−4.9% | Reduced |
| Cigna Investments Inc | 3,675 | $1.64M | 0.31% | −25−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,729 | $1.63M | 0.18% | +460+14.1% | Added |
| 180 Wealth Advisors, LLC | 3,678 | $1.63M | 0.27% | −3−0.1% | Reduced |
| Cookson Peirce & Co Inc | 3,651 | $1.62M | 0.08% | −275−7.0% | Reduced |
| GraniteShares Advisors LLC | 3,644 | $1.62M | 0.54% | +108+3.1% | Added |
| Valeo Financial Advisors, LLC | 3,639 | $1.62M | 0.05% | +326+9.8% | Added |
| Strategic Blueprint, LLC | 3,625 | $1.61M | 0.11% | +66+1.9% | Added |
| Bryn Mawr Trust Co | 3,603 | $1.60M | 0.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,590 | $1.60M | 0.01% | +803+28.8% | Added |
| Wolverine Trading, LLC | 3,583 | $1.59M | 0.03% | −1,029−22.3% | Reduced |
| Knollwood Investment Advisory, LLC | 3,581 | $1.59M | 0.18% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,574 | $1.59M | 0.12% | +28+0.8% | Added |
| First United Bank Trust | 3,563 | $1.59M | 0.59% | +70+2.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,544 | $1.58M | 0.95% | −16−0.4% | Reduced |
| Leavell Investment Management, Inc. | 3,506 | $1.56M | 0.09% | +492+16.3% | Added |
| Mirador Capital Partners LP | 3,476 | $1.55M | 0.29% | −250−6.7% | Reduced |
| Finivi Inc. | 3,452 | $1.54M | 1.27% | +97+2.9% | Added |
| Ballentine Partners, LLC | 3,451 | $1.54M | 0.03% | +215+6.6% | Added |
| Principle Wealth Partners LLC | 3,447 | $1.53M | 0.12% | +36+1.1% | Added |
| Bedel Financial Consulting, Inc. | 3,444 | $1.53M | 0.22% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,435 | $1.53M | 0.01% | −389−10.2% | Reduced |
| Venture Visionary Partners LLC | 3,400 | $1.51M | 0.07% | +240+7.6% | Added |
| SWS Partners | 3,382 | $1.50M | 0.45% | +41+1.2% | Added |
| Field & Main Bank | 3,372 | $1.50M | 0.56% | +115+3.5% | Added |
| Sendero Wealth Management, LLC | 3,345 | $1.49M | 0.25% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 3,333 | $1.48M | 1.57% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,325 | $1.48M | 0.06% | +317+10.5% | Added |
| Transcend Wealth Collective, LLC | 3,315 | $1.47M | 0.11% | +2,201+197.6% | Added |
| Americana Partners, LLC | 3,313 | $1.47M | 0.12% | +37+1.1% | Added |
| PFG Investments, LLC | 3,310 | $1.47M | 0.11% | +517+18.5% | Added |
| Clearstead Advisors, LLC | 3,302 | $1.47M | 0.03% | +2,181+194.6% | Added |
| SRS Capital Advisors, Inc. | 3,246 | $1.44M | 0.14% | +393+13.8% | Added |
| Money Concepts Capital Corp | 3,240 | $1.44M | 0.12% | +144+4.7% | Added |
| Inspire Advisors, LLC | 3,222 | $1.43M | 0.19% | −101−3.0% | Reduced |