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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 2,087 | $1.03M | 0.25% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,088 | $1.03M | 0.41% | −56−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,088 | $1.03M | 0.17% | +112+5.7% | Added |
| Mendel Money Management | 2,100 | $1.03M | 0.45% | +78+3.9% | Added |
| Trust Point Inc. | 2,100 | $1.03M | 0.08% | +427+25.5% | Added |
| Atlas Wealth Partners, LLC | 2,100 | $1.03M | 1.57% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,119 | $1.03M | 0.48% | +93+4.6% | Added |
| Oak Thistle LLC | 2,115 | $1.04M | 0.34% | +2,115 | New |
| Alpha Family Trust | 2,125 | $1.04M | 0.58% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,125 | $1.04M | 0.07% | +92+4.5% | Added |
| Parnassus Investments | 2,133 | $1.05M | 0.00% | +574+36.8% | Added |
| FCG Investment Co | 2,150 | $1.06M | 0.69% | +2,150 | New |
| Ellevest, Inc. | 2,155 | $1.06M | 0.06% | +21+1.0% | Added |
| IFP Advisors, Inc | 2,161 | $1.06M | 0.04% | +192+9.8% | Added |
| OneAscent Financial Services LLC | 2,161 | $1.06M | 0.76% | +98+4.8% | Added |
| Heartland Bank & Trust Co | 2,162 | $1.06M | 0.57% | −82−3.7% | Reduced |
| Hemington Wealth Management | 2,111 | $1.06M | 0.29% | −20−0.9% | Reduced |
| KCM Investment Advisors LLC | 2,164 | $1.06M | 0.04% | −209−8.8% | Reduced |
| Senator Investment Group LP | 2,174 | $1.07M | 0.05% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,179 | $1.07M | 0.20% | +2,179 | New |
| Tiemann Investment Advisors, LLC | 2,197 | $1.08M | 0.47% | −150−6.4% | Reduced |
| EagleClaw Capital Managment, LLC | 2,200 | $1.08M | 0.18% | 00.0% | Unchanged |
| Capital Management Associates | 2,200 | $1.08M | 1.20% | +2,200 | New |
| Arcadia Investment Management Corp | 2,200 | $1.08M | 0.18% | +2,200 | New |
| Bellecapital International Ltd. | 2,201 | $1.08M | 0.21% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,207 | $1.08M | 0.08% | +56+2.6% | Added |
| Legacy Wealth Management, LLC | 2,210 | $1.09M | 0.40% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,230 | $1.10M | 0.73% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,231 | $1.10M | 0.15% | +268+13.7% | Added |
| CBOE Vest Financial, LLC | 2,232 | $1.10M | 0.02% | +1,494+202.4% | Added |
| AMG National Trust Bank | 2,237 | $1.10M | 0.03% | −37−1.6% | Reduced |
| SWS Partners | 2,240 | $1.10M | 0.35% | −1,142−33.8% | Reduced |
| Liberty Capital Management, Inc. | 2,240 | $1.10M | 0.24% | +250+12.6% | Added |
| Central Trust Co | 2,243 | $1.10M | 0.03% | −66−2.9% | Reduced |
| S&CO Inc | 2,245 | $1.10M | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,247 | $1.10M | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,259 | $1.11M | 0.19% | −38−1.7% | Reduced |
| Guerra Pan Advisors, LLC | 2,262 | $1.11M | 0.89% | +19+0.8% | Added |
| Rowland & Co Investment Counsel | 2,278 | $1.12M | 0.23% | +170+8.1% | Added |
| Buckingham Strategic Partners | 2,278 | $1.12M | 0.02% | −36−1.6% | Reduced |
| Harrington Investments, INC | 2,298 | $1.13M | 0.62% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,312 | $1.14M | 0.39% | +50+2.2% | Added |
| Manchester Capital Management LLC | 2,316 | $1.14M | 0.13% | +2+0.1% | Added |
| Weaver Capital Management LLC | 2,329 | $1.14M | 0.34% | +565+32.0% | Added |
| NVWM, LLC | 2,370 | $1.16M | 0.30% | −16−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,276 | $1.17M | 0.14% | −162−6.6% | Reduced |
| United Asset Strategies, Inc. | 2,381 | $1.17M | 0.11% | −24−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,381 | $1.17M | 0.12% | +9+0.4% | Added |
| Trust Co of Virginia | 2,385 | $1.17M | 0.10% | −36−1.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,387 | $1.17M | 0.25% | +2,387 | New |
| AlphaQ Advisors LLC | 2,393 | $1.18M | 3.28% | −109−4.4% | Reduced |
| IPG Investment Advisors LLC | 2,395 | $1.18M | 0.26% | +2,395 | New |
| United Advisor Group, LLC | 2,416 | $1.19M | 0.27% | +84+3.6% | Added |
| BTC Capital Management, Inc. | 2,418 | $1.19M | 0.11% | −118−4.7% | Reduced |
| IHT Wealth Management, LLC | 2,427 | $1.19M | 0.03% | +613+33.8% | Added |
| Kovitz Investment Group Partners, LLC | 7,451 | $1.19M | 0.01% | +5,308+247.7% | Added |
| Guardian Wealth Advisors, LLC | 2,432 | $1.19M | 0.13% | −7−0.3% | Reduced |
| Aaron Wealth Advisors | 2,437 | $1.20M | 0.14% | +533+28.0% | Added |
| Waldron Private Wealth LLC | 2,447 | $1.20M | 0.05% | −6−0.2% | Reduced |
| Atwater Malick LLC | 2,475 | $1.22M | 0.39% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,482 | $1.22M | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 2,496 | $1.23M | 0.08% | +175+7.5% | Added |
| Institute for Wealth Management, LLC. | 2,497 | $1.23M | 0.15% | −247−9.0% | Reduced |
| Stone Run Capital, LLC | 2,500 | $1.23M | 0.46% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,500 | $1.23M | 0.00% | +2,500 | New |
| Tiaa Trust, National Association | 2,515 | $1.24M | 0.00% | +54+2.2% | Added |
| Geller Advisors LLC | 2,528 | $1.24M | 0.09% | −1,046−29.3% | Reduced |
| Alps Advisors Inc | 2,537 | $1.25M | 0.01% | −898−26.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,543 | $1.25M | 0.03% | +66+2.7% | Added |
| Lebenthal Global Advisors, LLC | 2,547 | $1.25M | 0.25% | +218+9.4% | Added |
| Fielder Capital Group LLC | 2,549 | $1.25M | 0.41% | +5+0.2% | Added |
| Brass Tax Wealth Management, Inc | 2,558 | $1.26M | 0.27% | +56+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,563 | $1.26M | 0.17% | −230−8.2% | Reduced |
| Western Financial Corp | 2,567 | $1.26M | 0.72% | +2,567 | New |
| Chicago Partners Investment Group LLC | 2,461 | $1.26M | 0.04% | +33+1.4% | Added |
| Synovus Financial Corp | 2,572 | $1.26M | 0.01% | +28+1.1% | Added |
| Harbert Fund Advisors, Inc. | 2,575 | $1.27M | 1.02% | +75+3.0% | Added |
| Belpointe Asset Management LLC | 2,579 | $1.27M | 0.08% | −118−4.4% | Reduced |
| Compagnie Lombard Odier SCmA | 2,583 | $1.27M | 0.02% | −5,602−68.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,589 | $1.27M | 0.02% | −32−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 2,594 | $1.27M | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,608 | $1.28M | 0.30% | 00.0% | Unchanged |
| Wallace Hart LLC | 2,636 | $1.29M | 0.97% | 00.0% | Unchanged |
| Change Path, LLC | 2,655 | $1.30M | 0.04% | +372+16.3% | Added |
| Transcend Wealth Collective, LLC | 2,656 | $1.31M | 0.09% | −659−19.9% | Reduced |
| Brown Brothers Harriman & Co | 2,659 | $1.31M | 0.01% | +431+19.3% | Added |
| Catalina Capital Group, LLC | 2,668 | $1.31M | 0.44% | +166+6.6% | Added |
| Vise Technologies, Inc. | 2,669 | $1.31M | 0.17% | +2,026+315.1% | Added |
| Circle Wealth Management, LLC | 2,681 | $1.32M | 0.03% | −230−7.9% | Reduced |
| PAX Financial Group, LLC | 2,689 | $1.32M | 0.24% | −117−4.2% | Reduced |
| Marcum Wealth, LLC | 2,689 | $1.32M | 0.12% | +29+1.1% | Added |
| TB Alternative Assets Ltd. | 2,720 | $1.34M | 0.32% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,738 | $1.35M | 0.70% | +169+6.6% | Added |
| Advisors Capital Management, LLC | 2,747 | $1.35M | 0.02% | +39+1.4% | Added |
| Inspire Advisors, LLC | 2,761 | $1.36M | 0.16% | −461−14.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,770 | $1.36M | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,775 | $1.36M | 0.74% | +2,775 | New |
| SRS Capital Advisors, Inc. | 2,776 | $1.36M | 0.12% | −470−14.5% | Reduced |
| Premier Path Wealth Partners, LLC | 2,784 | $1.37M | 0.22% | −2−0.1% | Reduced |
| Leonteq Securities AG | 2,786 | $1.37M | 0.16% | −219−7.3% | Reduced |