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
- 1,955
- +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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 2,800 | $1.38M | 0.04% | −117−4.0% | Reduced |
| Stonegate Investment Group, LLC | 2,815 | $1.38M | 0.04% | +115+4.3% | Added |
| Skopos Labs, Inc. | 2,816 | $1.38M | 0.46% | +208+8.0% | Added |
| SageView Advisory Group, LLC | 2,843 | $1.40M | 0.07% | −1,299−31.4% | Reduced |
| Wealth Alliance | 2,857 | $1.40M | 0.17% | +61+2.2% | Added |
| Country Club Bank | 2,940 | $1.41M | 0.09% | −91−3.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,887 | $1.42M | 0.24% | −12−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,892 | $1.42M | 0.12% | +92+3.3% | Added |
| Farther Finance Advisors, LLC | 2,900 | $1.42M | 0.05% | +754+35.1% | Added |
| Sentry Investment Management LLC | 2,911 | $1.43M | 0.60% | +170+6.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,919 | $1.43M | 0.02% | 00.0% | Unchanged |
| Insight Inv LLC | 2,920 | $1.43M | 1.20% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,923 | $1.44M | 0.08% | +2,283+356.7% | Added |
| Checchi Capital Advisers, LLC | 2,923 | $1.44M | 0.11% | +24+0.8% | Added |
| Midwest Professional Planners, LTD. | 2,933 | $1.44M | 0.44% | +344+13.3% | Added |
| Axq Capital, LP | 2,941 | $1.44M | 0.44% | +2,941 | New |
| Brighton Jones LLC | 2,941 | $1.45M | 0.05% | −6,217−67.9% | Reduced |
| Umpqua Bank | 2,942 | $1.45M | 0.53% | −174−5.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,972 | $1.46M | 0.08% | +26+0.9% | Added |
| Jackson Square Capital, LLC | 2,992 | $1.47M | 0.36% | −16−0.5% | Reduced |
| Riverpark Capital Management LLC | 3,027 | $1.49M | 2.70% | −2,040−40.3% | Reduced |
| Kinneret Advisory, LLC | 3,037 | $1.49M | 0.14% | −39−1.3% | Reduced |
| Everhart Financial Group, Inc. | 3,046 | $1.50M | 0.33% | +368+13.7% | Added |
| Napa Wealth Management | 3,049 | $1.50M | 0.71% | +2,417+382.4% | Added |
| Sectoral Asset Management Inc | 3,050 | $1.50M | 0.89% | −2,350−43.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,068 | $1.51M | 0.08% | +73+2.4% | Added |
| Gilbert & Cook, Inc. | 3,068 | $1.51M | 0.21% | −96−3.0% | Reduced |
| Fulton Bank, N.A. | 3,070 | $1.51M | 0.06% | +211+7.4% | Added |
| Churchill Management Corp | 3,072 | $1.51M | 0.02% | −661−17.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,093 | $1.52M | 0.14% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 3,165 | $1.55M | 0.20% | −15−0.5% | Reduced |
| K.J. Harrison & Partners Inc | 3,000 | $1.56M | 0.24% | −24−0.8% | Reduced |
| SpiderRock Advisors, LLC | 3,174 | $1.56M | 0.03% | +800+33.7% | Added |
| GeoWealth Management, LLC | 3,197 | $1.57M | 0.06% | −128−3.8% | Reduced |
| Money Concepts Capital Corp | 3,230 | $1.59M | 0.12% | −10−0.3% | Reduced |
| Penserra Capital Management LLC | 3,232 | $1.59M | 0.03% | −1,548−32.4% | Reduced |
| Souders Financial Advisors | 3,236 | $1.59M | 0.22% | +2,220+218.5% | Added |
| Quadcap Wealth Management, LLC | 3,243 | $1.59M | 0.25% | +74+2.3% | Added |
| Equitable Trust Co | 3,248 | $1.60M | 0.10% | −432−11.7% | Reduced |
| GraniteShares Advisors LLC | 3,250 | $1.60M | 1.08% | −394−10.8% | Reduced |
| Strategy Asset Managers LLC | 3,254 | $1.60M | 0.31% | +1,231+60.9% | Added |
| Strategic Blueprint, LLC | 3,256 | $1.60M | 0.10% | −369−10.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,276 | $1.61M | 0.07% | +352+12.0% | Added |
| Fairfield Financial Advisors, LTD | 3,276 | $1.61M | 0.55% | +594+22.1% | Added |
| Smartleaf Asset Management LLC | 3,359 | $1.61M | 0.20% | +983+41.4% | Added |
| Anfield Capital Management, LLC | 3,290 | $1.62M | 0.62% | +3,276+23,400.0% | Added |
| Venture Visionary Partners LLC | 3,297 | $1.62M | 0.07% | −103−3.0% | Reduced |
| Brandywine Managers, LLC | 3,333 | $1.64M | 1.76% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,345 | $1.64M | 0.26% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,351 | $1.65M | 0.07% | +584+21.1% | Added |
| Conning Inc. | 3,380 | $1.66M | 0.05% | +814+31.7% | Added |
| Ronald Blue Trust, Inc. | 3,733 | $1.66M | 0.02% | −408−9.9% | Reduced |
| Clearstead Advisors, LLC | 3,385 | $1.66M | 0.03% | +83+2.5% | Added |
| Field & Main Bank | 3,396 | $1.67M | 0.59% | +24+0.7% | Added |
| Ashton Thomas Securities, LLC | 3,405 | $1.67M | 0.33% | +384+12.7% | Added |
| Insigneo Advisory Services, LLC | 3,437 | $1.69M | 0.17% | −292−7.8% | Reduced |
| Bedel Financial Consulting, Inc. | 3,444 | $1.69M | 0.24% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,444 | $1.69M | 0.12% | +131+4.0% | Added |
| Alerus Financial NA | 3,492 | $1.72M | 0.13% | −233−6.3% | Reduced |
| Root Financial Partners, LLC | 3,509 | $1.72M | 0.28% | +3,509 | New |
| Portfolio Design Labs, LLC | 3,519 | $1.73M | 0.48% | +2,912+479.7% | Added |
| V-Square Quantitative Management LLC | 3,523 | $1.73M | 0.25% | +483+15.9% | Added |
| Mirador Capital Partners LP | 3,526 | $1.73M | 0.31% | +50+1.4% | Added |
| Leavell Investment Management, Inc. | 3,531 | $1.73M | 0.09% | +25+0.7% | Added |
| Doliver Advisors, LP | 3,534 | $1.74M | 0.48% | −261−6.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,542 | $1.74M | 1.00% | −2−0.1% | Reduced |
| Proequities, Inc. | 3,543 | $1.74M | 0.10% | −339−8.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,563 | $1.75M | 0.41% | +342+10.6% | Added |
| Seven Eight Capital, LP | 3,574 | $1.76M | 0.16% | +3,574 | New |
| Knollwood Investment Advisory, LLC | 3,581 | $1.76M | 0.19% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 3,584 | $1.76M | 1.45% | −488−12.0% | Reduced |
| PFG Investments, LLC | 3,599 | $1.77M | 0.11% | +289+8.7% | Added |
| First United Bank Trust | 3,641 | $1.79M | 0.64% | +78+2.2% | Added |
| Cigna Investments Inc | 3,658 | $1.80M | 0.32% | −17−0.5% | Reduced |
| Principle Wealth Partners LLC | 3,677 | $1.81M | 0.13% | +230+6.7% | Added |
| 180 Wealth Advisors, LLC | 3,683 | $1.81M | 0.28% | +5+0.1% | Added |
| TD Private Client Wealth LLC | 3,689 | $1.81M | 0.05% | −529−12.5% | Reduced |
| CenterBook Partners LP | 3,713 | $1.82M | 0.11% | +3,713 | New |
| Iyo Bank, Ltd. | 3,720 | $1.83M | 0.65% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,747 | $1.84M | 0.09% | −1,427−27.6% | Reduced |
| McRae Capital Management Inc | 3,765 | $1.85M | 0.36% | −200−5.0% | Reduced |
| HBK Sorce Advisory LLC | 3,773 | $1.85M | 0.06% | −995−20.9% | Reduced |
| Westmount Partners, LLC | 3,791 | $1.86M | 0.56% | −3−0.1% | Reduced |
| Boston Financial Mangement LLC | 3,832 | $1.88M | 0.06% | −25−0.6% | Reduced |
| Ballentine Partners, LLC | 3,847 | $1.89M | 0.03% | +396+11.5% | Added |
| Denali Advisors LLC | 3,849 | $1.89M | 0.20% | +3,849 | New |
| National Asset Management, Inc. | 3,877 | $1.89M | 0.05% | −1,793−31.6% | Reduced |
| Willner & Heller, LLC | 3,875 | $1.90M | 1.70% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,882 | $1.91M | 0.08% | +37+1.0% | Added |
| Syon Capital LLC | 3,885 | $1.91M | 0.17% | +152+4.1% | Added |
| Wealthcare Advisory Partners LLC | 3,907 | $1.92M | 0.05% | +84+2.2% | Added |
| Jamison Private Wealth Management, Inc. | 3,908 | $1.92M | 0.29% | +232+6.3% | Added |
| Legacy Bridge, LLC | 3,930 | $1.93M | 1.04% | −5−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,934 | $1.93M | 0.02% | −74,588−95.0% | Reduced |
| Capstone Wealth Management Group, LLC | 3,941 | $1.94M | 1.15% | −1,202−23.4% | Reduced |
| Fort Washington Investment Advisors Inc | 3,960 | $1.95M | 0.01% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 3,963 | $1.95M | 0.03% | −345−8.0% | Reduced |
| Sepio Capital, LP | 3,986 | $1.96M | 0.15% | −31−0.8% | Reduced |
| Next Century Growth Investors LLC | 3,997 | $1.96M | 0.16% | −334−7.7% | Reduced |
| Quantitative Investment Management, LLC | 4,005 | $1.97M | 0.19% | −2,339−36.9% | Reduced |