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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 4,038 | $1.98M | 0.18% | 00.0% | Unchanged |
| Algert Global LLC | 4,046 | $1.99M | 0.05% | +4,046 | New |
| Trust Asset Management LLC | 4,051 | $1.99M | 0.16% | 00.0% | Unchanged |
| Eastern Bank | 4,063 | $2.00M | 0.04% | +1,823+81.4% | Added |
| Spears Abacus Advisors LLC | 4,085 | $2.01M | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,119 | $2.02M | 0.06% | +480+13.2% | Added |
| Argus Investors' Counsel, Inc. | 4,151 | $2.04M | 1.33% | −31−0.7% | Reduced |
| Evergreen Capital Management LLC | 4,156 | $2.04M | 0.07% | +149+3.7% | Added |
| Schechter Investment Advisors, LLC | 4,164 | $2.05M | 0.15% | −292−6.6% | Reduced |
| Diversify Wealth Management, LLC | 3,997 | $2.05M | 0.20% | +934+30.5% | Added |
| Qtron Investments LLC | 4,180 | $2.05M | 0.28% | 00.0% | Unchanged |
| CNB Bank | 4,187 | $2.06M | 0.95% | −321−7.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,200 | $2.06M | 1.31% | −1,700−28.8% | Reduced |
| Grandfield & Dodd, LLC | 4,206 | $2.07M | 0.12% | −10−0.2% | Reduced |
| WoodTrust Financial Corp | 4,212 | $2.07M | 0.29% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,223 | $2.07M | 0.11% | +250+6.3% | Added |
| We Are One Seven, LLC | 4,226 | $2.08M | 0.09% | +136+3.3% | Added |
| Kingsview Wealth Management, LLC | 4,260 | $2.09M | 0.04% | −68−1.6% | Reduced |
| GM Advisory Group, Inc. | 4,271 | $2.10M | 0.13% | +58+1.4% | Added |
| Evolutionary Tree Capital Management, LLC | 4,342 | $2.13M | 2.14% | −112−2.5% | Reduced |
| Legacy Advisors, LLC | 4,354 | $2.14M | 0.23% | +3,463+388.7% | Added |
| Intellectus Partners, LLC | 4,355 | $2.14M | 0.55% | −75−1.7% | Reduced |
| Diversified Trust Co | 4,358 | $2.14M | 0.05% | −959−18.0% | Reduced |
| Waterloo Capital, L.P. | 4,359 | $2.14M | 0.23% | +521+13.6% | Added |
| CWA Asset Management Group, LLC | 4,366 | $2.15M | 0.11% | +4,366 | New |
| Eastover Investment Advisors LLC | 4,375 | $2.15M | 1.01% | −320−6.8% | Reduced |
| Old National Bancorp | 4,376 | $2.15M | 0.05% | +10+0.2% | Added |
| Hollencrest Capital Management | 4,377 | $2.15M | 0.09% | +33+0.8% | Added |
| Clare Market Investments LLC | 4,384 | $2.15M | 0.56% | +1,214+38.3% | Added |
| TriaGen Wealth Management LLC | 4,389 | $2.16M | 0.72% | −4,113−48.4% | Reduced |
| Terra Nova Asset Management LLC | 4,413 | $2.17M | 1.61% | −17−0.4% | Reduced |
| Ritholtz Wealth Management | 4,421 | $2.17M | 0.07% | +546+14.1% | Added |
| Crestwood Advisors Group LLC | 4,432 | $2.18M | 0.04% | +139+3.2% | Added |
| Merit Financial Group, LLC | 4,451 | $2.19M | 0.05% | −106−2.3% | Reduced |
| USA Financial Portformulas Corp | 4,463 | $2.19M | 0.34% | +2,048+84.8% | Added |
| RiverPark Advisors, LLC | 4,480 | $2.20M | 1.80% | −818−15.4% | Reduced |
| Wintrust Investments LLC | 4,499 | $2.21M | 1.64% | −41,462−90.2% | Reduced |
| Alhambra Investment Partners LLC | 4,500 | $2.21M | 1.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,090,619 | $2.22M | 0.01% | +1,088,415+49,383.6% | Added |
| Western Wealth Management, LLC | 4,539 | $2.23M | 0.13% | +1,374+43.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,551 | $2.24M | 0.12% | −900−16.5% | Reduced |
| Conway Capital Management, Inc. | 4,569 | $2.24M | 1.09% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,581 | $2.25M | 0.91% | −62−1.3% | Reduced |
| Angeles Wealth Management, LLC | 4,604 | $2.26M | 0.19% | −124−2.6% | Reduced |
| Scientech Research LLC | 4,607 | $2.26M | 0.45% | +65+1.4% | Added |
| Alamar Capital Management, LLC | 4,631 | $2.28M | 1.26% | +6+0.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,638 | $2.28M | 0.24% | +742+19.0% | Added |
| South Dakota Investment Council | 4,653 | $2.29M | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,675 | $2.30M | 0.25% | +170+3.8% | Added |
| NorthRock Partners, LLC | 4,702 | $2.31M | 0.08% | +193+4.3% | Added |
| Redmond Asset Management, LLC | 4,721 | $2.32M | 0.73% | −28−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,730 | $2.32M | 0.12% | +1,585+50.4% | Added |
| Alaethes Wealth LLC | 4,792 | $2.35M | 0.87% | −657−12.1% | Reduced |
| Stonebridge Capital Advisors LLC | 4,797 | $2.36M | 0.19% | −13−0.3% | Reduced |
| Paloma Partners Management Co | 4,811 | $2.36M | 0.13% | +4,811 | New |
| Integrated Wealth Concepts LLC | 4,821 | $2.37M | 0.03% | +90+1.9% | Added |
| Walleye Trading LLC | 4,822 | $2.37M | 0.06% | −77−1.6% | Reduced |
| RMB Capital Management, LLC | 4,837 | $2.38M | 0.05% | +363+8.1% | Added |
| Account Management LLC | 4,875 | $2.39M | 2.85% | −400−7.6% | Reduced |
| Texas Yale Capital Corp. | 4,930 | $2.42M | 0.11% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,937 | $2.43M | 0.85% | +57+1.2% | Added |
| Scotia Capital Inc. | 4,962 | $2.44M | 0.01% | +44+0.9% | Added |
| HighPoint Advisor Group LLC | 4,833 | $2.45M | 0.14% | −235−4.6% | Reduced |
| Transform Wealth, LLC | 5,006 | $2.46M | 0.16% | −105−2.1% | Reduced |
| Ingalls & Snyder LLC | 5,035 | $2.47M | 0.10% | +700+16.1% | Added |
| Gilliland Jeter Wealth Management LLC | 5,039 | $2.48M | 0.80% | +88+1.8% | Added |
| M&G Plc | 5,069 | $2.49M | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 5,078 | $2.50M | 0.08% | +139+2.8% | Added |
| GAMMA Investing LLC | 5,090 | $2.50M | 0.25% | +1,211+31.2% | Added |
| Segment Wealth Management, LLC | 5,097 | $2.50M | 0.17% | +4+0.1% | Added |
| Stablepoint Partners, LLC | 5,105 | $2.51M | 0.46% | −151−2.9% | Reduced |
| Trust Co of Vermont | 5,120 | $2.52M | 0.13% | +71+1.4% | Added |
| Vivid Wealth Management, LLC | 5,126 | $2.52M | 1.32% | +275+5.7% | Added |
| STF Management LP | 5,149 | $2.53M | 1.15% | −440−7.9% | Reduced |
| Equitable Holdings, Inc. | 5,158 | $2.53M | 0.02% | +405+8.5% | Added |
| Impax Asset Management Group plc | 5,167 | $2.54M | 0.01% | +1,577+43.9% | Added |
| Cullinan Associates Inc | 4,900 | $2.54M | 0.14% | −1,500−23.4% | Reduced |
| Suvretta Capital Management, LLC | 5,200 | $2.55M | 0.09% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 5,241 | $2.57M | 1.15% | −106−2.0% | Reduced |
| Cookson Peirce & Co Inc | 5,243 | $2.58M | 0.12% | +1,592+43.6% | Added |
| Whitener Capital Management, Inc. | 5,271 | $2.59M | 0.73% | −163−3.0% | Reduced |
| Everett Harris & Co | 5,278 | $2.59M | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 5,310 | $2.61M | 0.76% | −145−2.7% | Reduced |
| Diversify Advisory Services, LLC | 5,076 | $2.63M | 0.14% | −1,002−16.5% | Reduced |
| Jefferies Financial Group Inc. | 5,369 | $2.64M | 0.04% | +5,369 | New |
| Allianz SE | 5,372 | $2.64M | 0.07% | +3,261+154.5% | Added |
| Wedmont Private Capital | 5,671 | $2.67M | 0.15% | +912+19.2% | Added |
| Ascent Group, LLC | 5,451 | $2.68M | 0.20% | +2,353+76.0% | Added |
| Summit Trail Advisors, LLC | 5,452 | $2.68M | 0.07% | +738+15.7% | Added |
| Perigon Wealth Management, LLC | 5,454 | $2.68M | 0.07% | +20+0.4% | Added |
| Accurate Wealth Management, LLC | 5,605 | $2.68M | 0.54% | +20.0% | Added |
| RMR Wealth Builders | 5,463 | $2.68M | 0.28% | −236−4.1% | Reduced |
| Hills Bank & Trust Co | 5,561 | $2.73M | 0.21% | −1,599−22.3% | Reduced |
| Quadrant Capital Group LLC | 5,586 | $2.74M | 0.19% | +58+1.0% | Added |
| Headlands Technologies LLC | 5,629 | $2.77M | 0.32% | +62+1.1% | Added |
| Pinnacle Wealth Management, LLC | 5,636 | $2.77M | 3.31% | −1,692−23.1% | Reduced |
| King Luther Capital Management Corp | 5,665 | $2.78M | 0.01% | −5−0.1% | Reduced |
| Westpac Banking Corp | 5,671 | $2.79M | 0.19% | −2,998−34.6% | Reduced |
| IMA Wealth, Inc. | 5,686 | $2.79M | 0.61% | −153−2.6% | Reduced |
| Falcon Wealth Planning | 5,693 | $2.80M | 0.33% | +23+0.4% | Added |