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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, Q3 2024

Institutional positions in Intuitive Surgical Inc as of Sep 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
1,956
+152 vs. Q2 2024
Shares held
302.0M
+27.9M (+10.2%) vs. Q2 2024
Total value
$147.7B
+$25.9B (+21.3%) vs. Q2 2024
New holders
223
762 more added
Sold out
71
652 more reduced

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,956 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ3 2024: $147.7B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2024.

Institutions holding ISRG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$230.00%0Unchanged
Archer Investment Corp1$2980.00%00.0%Unchanged
Painted Porch Advisors LLC1$4910.00%00.0%Unchanged
Financial Gravity Companies, Inc.1$4910.00%+1New
Mendota Financial Group, LLC1$4920.00%+1New
PEAK6 Investments LLC2$9120.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$9830.00%00.0%Unchanged
Proffitt & Goodson Inc2$9830.00%+2New
SYSTM Wealth Solutions LLC3$1.47K0.04%−10,998−100.0%Reduced
Global Wealth Strategies & Associates3$1.47K0.00%00.0%Unchanged
ClariVest Asset Management LLC4$1.78K0.00%00.0%Unchanged
WestEnd Advisors, LLC4$1.97K0.00%00.0%Unchanged
Granite FO LLC4$1.97K0.00%+4New
E Fund Management (Hong Kong) Co., Ltd.5$2.00K0.00%00.0%Unchanged
Halpern Financial, Inc.5$2.43K0.00%+5New
Hexagon Capital Partners LLC5$2.46K0.00%+5New
Twin Tree Management, LP6$2.95K0.00%−1−14.3%Reduced
Hartford Financial Management Inc.6$2.95K0.00%00.0%Unchanged
Bangor Savings Bank6$2.95K0.00%00.0%Unchanged
Princeton Global Asset Management LLC6$2.95K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$2.95K0.00%+5+500.0%Added
Flaharty Asset Management, LLC6$2.95K0.00%+6New
Voisard Asset Management Group, Inc.6$2.95K0.00%+6New
Delos Wealth Advisors, LLC7$3.44K0.00%−60−89.6%Reduced
Horizon Financial Services, LLC7$3.44K0.00%00.0%Unchanged
Pineridge Advisors LLC7$3.44K0.00%00.0%Unchanged
Tucker Asset Management LLC8$3.93K0.00%00.0%Unchanged
Aspect Partners, LLC8$3.93K0.00%00.0%Unchanged
Westside Investment Management, Inc.9$4.06K0.00%00.0%Unchanged
TruNorth Capital Management, LLC9$4.42K0.00%00.0%Unchanged
PayPay Securities Corp9$4.42K0.39%+1+12.5%Added
TD Capital Management LLC9$4.42K0.00%+9New
Carolina Wealth Advisors, LLC9$4.42K0.00%+9New
Claris Advisors, LLC9$4.42K0.00%+9New
Longfellow Investment Management Co LLC10$4.91K0.00%00.0%Unchanged
Gen-Wealth Partners Inc10$5.14K0.00%00.0%Unchanged
Wellington Shields & Co., LLC11$5.40K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$5.89K0.00%00.0%Unchanged
Global Financial Private Client, LLC13$6.39K0.00%00.0%Unchanged
New Millennium Group LLC14$6.88K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.14$6.88K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC15$7.00K0.01%00.0%Unchanged
First PREMIER Bank14$7.00K0.00%+14New
Pingora Partners LLC15$7.37K0.01%00.0%Unchanged
Westend Capital Management, LLC15$7.37K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.15$7.37K0.00%+12+400.0%Added
Private Wealth Management Group, LLC15$7.37K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC16$7.86K0.01%00.0%Unchanged
Macroview Investment Management LLC16$7.86K0.01%+16New
Legacy Investment Solutions, LLC15$8.05K0.00%+15New
Legacy Wealth Managment, LLC15$8.05K0.00%+15New
Oakworth Capital, Inc.17$8.35K0.00%00.0%Unchanged
Piscataqua Savings Bank18$8.84K0.01%00.0%Unchanged
POM Investment Strategies, LLC18$8.84K0.01%−18−50.0%Reduced
Caldwell Sutter Capital, Inc.18$8.84K0.00%−8−30.8%Reduced
HighMark Wealth Management LLC19$9.33K0.01%−1−5.0%Reduced
Cape Investment Advisory, Inc.19$9.33K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC20$9.82K0.01%+3+17.6%Added
Davidson Capital Management Inc.20$9.83K0.00%−1−4.8%Reduced
Chesapeake Asset Management LLC21$10.3K0.01%+3+16.7%Added
Pacific Center for Financial Services21$10.3K0.00%00.0%Unchanged
MB, Levis & Associates, LLC21$10.3K0.01%00.0%Unchanged
First Financial Corp22$10.8K0.01%00.0%Unchanged
Coston, McIsaac & Partners23$11.0K0.00%00.0%Unchanged
Core Alternative Capital23$11.3K0.00%00.0%Unchanged
BFSG, LLC23$11.3K0.00%00.0%Unchanged
Sound Income Strategies, LLC24$11.8K0.00%00.0%Unchanged
Burkett Financial Services, LLC24$11.8K0.00%00.0%Unchanged
AlphaMark Advisors, LLC24$12.0K0.00%00.0%Unchanged
PSI Advisors, LLC25$12.3K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.25$12.3K0.00%+25New
Cedar Mountain Advisors, LLC26$12.8K0.00%+26New
Talon Private Wealth, LLC27$13.3K0.00%+27New
Beaird Harris Wealth Management, LLC28$13.8K0.00%00.0%Unchanged
Olistico Wealth, LLC28$13.8K0.01%+10+55.6%Added
Coastline Trust Co30$14.7K0.00%+30New
Valued Wealth Advisors LLC30$14.7K0.01%+5+20.0%Added
Criterion Capital Advisors, LLC35$15.6K0.01%00.0%Unchanged
Stephens Consulting, LLC32$15.7K0.00%−6−15.8%Reduced
McClarren Financial Advisors, Inc.33$16.0K0.02%−411−92.6%Reduced
FinTrust Capital Advisors, LLC33$16.2K0.00%−2−5.7%Reduced
Moisand Fitzgerald Tamayo, LLC33$16.2K0.00%00.0%Unchanged
Bogart Wealth, LLC34$16.7K0.00%00.0%Unchanged
JDM Financial Group LLC34$16.7K0.01%+5+17.2%Added
Barrett & Company, Inc.36$17.7K0.01%−120−76.9%Reduced
Ameliora Wealth Management Ltd.36$17.7K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.38$18.7K0.01%00.0%Unchanged
Colonial Trust Advisors41$20.1K0.00%00.0%Unchanged
St Germain D J Co Inc43$21.1K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC45$22.1K0.03%00.0%Unchanged
Cherry Tree Wealth Management, LLC46$22.6K0.01%00.0%Unchanged
Salomon & Ludwin, LLC47$23.1K0.00%−2−4.1%Reduced
Laurel Wealth Advisors LLC48$23.6K0.00%+9+23.1%Added
REAP Financial Group, LLC48$23.6K0.01%+33+220.0%Added
Cornerstone National Bank & Trust Co48$23.6K0.01%+48New
Valley National Advisers Inc50$24.0K0.00%−572−92.0%Reduced
Optimum Investment Advisors50$24.6K0.01%00.0%Unchanged
Adirondack Trust Co51$25.1K0.01%00.0%Unchanged
Tidemark, LLC51$25.1K0.01%+4+8.5%Added
First Pacific Financial52$25.5K0.01%00.0%Unchanged