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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 5,701 | $2.80M | 0.05% | −56−1.0% | Reduced |
| AE Wealth Management LLC | 5,701 | $2.80M | 0.03% | +1,879+49.2% | Added |
| Tower View Investment Management & Research LLC | 5,709 | $2.80M | 1.54% | −39−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,740 | $2.82M | 0.04% | −15−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,744 | $2.82M | 0.76% | −231−3.9% | Reduced |
| Broadwater Capital Management LLC | 5,772 | $2.84M | 2.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,773 | $2.84M | 0.02% | +2,044+54.8% | Added |
| Kornitzer Capital Management Inc | 5,775 | $2.84M | 0.05% | −1,851−24.3% | Reduced |
| PFG Advisors | 5,788 | $2.84M | 0.18% | −677−10.5% | Reduced |
| Clarity Capital Partners LLC | 5,917 | $2.91M | 1.71% | +257+4.5% | Added |
| Claret Asset Management Corp | 5,947 | $2.92M | 0.48% | −70−1.2% | Reduced |
| Berger Financial Group, Inc | 5,966 | $2.93M | 0.21% | −10.0% | Reduced |
| Legato Capital Management LLC | 6,033 | $2.96M | 0.37% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 6,095 | $2.99M | 0.14% | +162+2.7% | Added |
| Keebeck Wealth Management, LLC | 6,120 | $3.01M | 0.44% | −129−2.1% | Reduced |
| Guardian Capital LP | 6,145 | $3.02M | 0.11% | −37−0.6% | Reduced |
| Verition Fund Management LLC | 6,150 | $3.02M | 0.02% | −6,269−50.5% | Reduced |
| Wetherby Asset Management Inc | 6,237 | $3.06M | 0.14% | −9−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 6,241 | $3.07M | 0.05% | −197−3.1% | Reduced |
| First Financial Bankshares Inc | 6,246 | $3.07M | 0.06% | +108+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,257 | $3.07M | 0.21% | +248+4.1% | Added |
| Highland Capital Management, LLC | 6,268 | $3.08M | 0.18% | +6,268 | New |
| Nilsine Partners, LLC | 6,294 | $3.09M | 0.40% | −253−3.9% | Reduced |
| Moody National Bank Trust Division | 6,319 | $3.10M | 0.33% | +543+9.4% | Added |
| Goelzer Investment Management, Inc. | 6,321 | $3.11M | 0.17% | +39+0.6% | Added |
| Capital Asset Advisory Services LLC | 6,479 | $3.11M | 0.16% | +94+1.5% | Added |
| Kampmann Melissa S. | 6,363 | $3.13M | 2.21% | −345−5.1% | Reduced |
| Herold Advisors, Inc. | 6,450 | $3.17M | 0.69% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,562 | $3.22M | 0.13% | +500+8.2% | Added |
| XTX Topco Ltd | 6,588 | $3.24M | 0.24% | +6,588 | New |
| Black Swift Group, LLC | 6,600 | $3.24M | 0.72% | +6,600 | New |
| Legacy CG, LLC | 6,618 | $3.25M | 1.06% | +6,618 | New |
| Central Pacific Bank - Trust Division | 6,663 | $3.27M | 0.41% | −15−0.2% | Reduced |
| First Horizon Advisors, Inc. | 6,707 | $3.29M | 0.09% | +318+5.0% | Added |
| GLOBALT Investments LLC | 6,809 | $3.35M | 0.13% | +5,909+656.6% | Added |
| Harbor Capital Advisors, Inc. | 6,834 | $3.36M | 0.15% | +35+0.5% | Added |
| Ostrum Asset Management | 6,901 | $3.39M | 0.28% | −562−7.5% | Reduced |
| Scott & Selber, Inc. | 6,903 | $3.39M | 1.05% | −32−0.5% | Reduced |
| Affinity Wealth Management LLC | 7,013 | $3.45M | 0.61% | +7,013 | New |
| Daymark Wealth Partners, LLC | 7,027 | $3.45M | 0.15% | +24+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 7,051 | $3.46M | 0.03% | −4,549−39.2% | Reduced |
| Panagora Asset Management Inc | 7,093 | $3.48M | 0.02% | −20.0% | Reduced |
| Boothbay Fund Management, LLC | 7,123 | $3.50M | 0.11% | −7,079−49.8% | Reduced |
| Employees Retirement System of Texas | 7,181 | $3.53M | 0.03% | +7,181 | New |
| Wendell David Associates Inc | 7,275 | $3.57M | 0.34% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,345 | $3.61M | 1.29% | +114+1.6% | Added |
| Meeder Advisory Services, Inc. | 7,386 | $3.63M | 0.23% | +22+0.3% | Added |
| Eagle Health Investments LP | 7,390 | $3.63M | 0.70% | −20,900−73.9% | Reduced |
| Azzad Asset Management Inc | 7,418 | $3.64M | 0.41% | −9,011−54.8% | Reduced |
| Exome Asset Management LLC | 7,427 | $3.65M | 2.47% | +1,069+16.8% | Added |
| First Bank & Trust | 7,432 | $3.65M | 0.69% | −127−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 7,463 | $3.67M | 0.13% | −71−0.9% | Reduced |
| Intrust Bank NA | 7,478 | $3.67M | 0.37% | −29−0.4% | Reduced |
| Signaturefd, LLC | 7,493 | $3.68M | 0.07% | +237+3.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 7,536 | $3.70M | 2.77% | +27+0.4% | Added |
| Plato Investment Management Ltd | 7,560 | $3.71M | 0.30% | −30.0% | Reduced |
| WD Rutherford LLC | 7,560 | $3.71M | 1.81% | −286−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,618 | $3.74M | 0.04% | +308+4.2% | Added |
| Adviser Investments LLC | 7,622 | $3.74M | 0.05% | −381−4.8% | Reduced |
| Principal Securities, Inc. | 7,790 | $3.83M | 0.09% | −153−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,859 | $3.86M | 0.29% | −127−1.6% | Reduced |
| Wellington Shields Capital Management, LLC | 7,875 | $3.87M | 0.67% | +600+8.2% | Added |
| Commerzbank Aktiengesellschaft | 7,967 | $3.91M | 0.10% | +6,193+349.1% | Added |
| Oak Asset Management, LLC | 7,985 | $3.92M | 1.39% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 7,989 | $3.92M | 2.58% | −215−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,678 | $3.93M | 0.04% | −1,243−13.9% | Reduced |
| Beacon Pointe Advisors, LLC | 8,013 | $3.94M | 0.05% | +265+3.4% | Added |
| BDF-Gestion | 8,024 | $3.95M | 0.65% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,068 | $3.96M | 0.10% | +595+8.0% | Added |
| Consolidated Planning Corp | 8,099 | $3.98M | 0.59% | +1,198+17.4% | Added |
| Citizens Financial Group Inc | 8,120 | $3.99M | 0.08% | +1,406+20.9% | Added |
| Snowden Capital Advisors LLC | 8,129 | $3.99M | 0.12% | −851−9.5% | Reduced |
| Hilltop Holdings Inc. | 8,160 | $4.01M | 0.26% | +3,172+63.6% | Added |
| Empowered Funds, LLC | 8,177 | $4.02M | 0.06% | +345+4.4% | Added |
| Lee Johnson Capital Management, LLC | 8,178 | $4.02M | 2.07% | +8,178 | New |
| Elevatus Welath Management | 8,189 | $4.02M | 1.31% | +107+1.3% | Added |
| Lecap Asset Management Ltd | 8,199 | $4.03M | 0.87% | +8,199 | New |
| Stephens Inc | 8,211 | $4.03M | 0.06% | −140−1.7% | Reduced |
| CAPROCK Group, Inc. | 8,253 | $4.05M | 0.15% | +737+9.8% | Added |
| RDA Financial Network | 8,269 | $4.06M | 1.26% | +102+1.2% | Added |
| Banque Cantonale Vaudoise | 8,332 | $4.09M | 0.17% | +480+6.1% | Added |
| Fifth Third Wealth Advisors LLC | 8,338 | $4.10M | 0.25% | +4,050+94.4% | Added |
| Allworth Financial LP | 8,366 | $4.11M | 0.03% | −510−5.7% | Reduced |
| Bleakley Financial Group, LLC | 8,378 | $4.12M | 0.13% | −19,141−69.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,379 | $4.12M | 0.29% | +564+7.2% | Added |
| Thoroughbred Financial Services, LLC | 8,407 | $4.13M | 0.27% | −57−0.7% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $4.16M | 0.14% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 8,470 | $4.16M | 0.19% | −5,060−37.4% | Reduced |
| Vestcor Inc | 8,478 | $4.17M | 0.13% | −1,200−12.4% | Reduced |
| Wahed Invest LLC | 8,519 | $4.19M | 0.74% | +981+13.0% | Added |
| Canal Capital Management, LLC | 8,543 | $4.20M | 0.67% | −77−0.9% | Reduced |
| Sigma Planning Corp | 8,548 | $4.20M | 0.13% | −259−2.9% | Reduced |
| Nwam LLC | 8,699 | $4.27M | 0.26% | −17−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 8,738 | $4.29M | 0.06% | +8,738 | New |
| Rockingstone Advisors LLC | 8,748 | $4.30M | 2.11% | 00.0% | Unchanged |
| Family Capital Trust Co | 8,755 | $4.30M | 1.38% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,765 | $4.31M | 0.16% | +567+6.9% | Added |
| HM Payson & Co | 8,897 | $4.37M | 0.07% | +10.0% | Added |
| Hamilton Capital Partners Inc. | 8,945 | $4.39M | 0.38% | −2,985−25.0% | Reduced |
| Univest Financial Corp | 8,946 | $4.39M | 0.29% | +7,969+815.7% | Added |