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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 8,950 | $4.40M | 0.32% | +8,950 | New |
| SG Americas Securities, LLC | 8,959 | $4.40M | 0.02% | −79,837−89.9% | Reduced |
| Horizon Investments, LLC | 8,968 | $4.41M | 0.12% | −56−0.6% | Reduced |
| HB Wealth Management, LLC | 9,034 | $4.44M | 0.05% | +2,263+33.4% | Added |
| Carnegie Lake Advisors LLC | 9,075 | $4.46M | 1.76% | +9,075 | New |
| Clear Harbor Asset Management, LLC | 9,122 | $4.48M | 0.37% | +160+1.8% | Added |
| Strategic Advocates LLC | 9,130 | $4.49M | 1.61% | −883−8.8% | Reduced |
| Dakota Wealth Management | 9,258 | $4.55M | 0.10% | −4,216−31.3% | Reduced |
| Neville Rodie & Shaw Inc | 9,297 | $4.57M | 0.34% | −328−3.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,318 | $4.58M | 0.50% | +2,374+34.2% | Added |
| Aft, Forsyth & Company, Inc. | 9,329 | $4.58M | 2.26% | +80+0.9% | Added |
| Fiduciary Alliance LLC | 9,346 | $4.59M | 0.61% | +9,346 | New |
| Oak Harvest Investment Services | 9,376 | $4.61M | 0.66% | +77+0.8% | Added |
| Ossiam | 9,521 | $4.68M | 0.09% | −859−8.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,655 | $4.74M | 0.65% | +511+5.6% | Added |
| Arthur M. Cohen & Associates, LLC | 9,818 | $4.76M | 0.86% | +446+4.8% | Added |
| Independent Advisor Alliance | 9,720 | $4.78M | 0.17% | −28−0.3% | Reduced |
| Wisconsin Capital Management LLC | 9,725 | $4.78M | 2.51% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 9,735 | $4.78M | 0.09% | −407−4.0% | Reduced |
| Vinva Investment Management Ltd | 9,982 | $4.78M | 0.21% | −2,200−18.1% | Reduced |
| Baldwin Investment Management, LLC | 9,743 | $4.79M | 0.60% | +158+1.6% | Added |
| Tandem Investment Advisors, Inc. | 9,772 | $4.80M | 0.18% | −2,133−17.9% | Reduced |
| Argent Trust Co | 9,776 | $4.80M | 0.20% | +91+0.9% | Added |
| Welch & Forbes LLC | 9,790 | $4.81M | 0.06% | −50−0.5% | Reduced |
| Hodges Capital Management Inc. | 9,807 | $4.82M | 0.31% | +120+1.2% | Added |
| Burns J W & Co Inc | 9,827 | $4.83M | 0.63% | +790+8.7% | Added |
| Orion Capital Management LLC | 9,829 | $4.83M | 2.35% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,857 | $4.84M | 0.10% | −8,777−47.1% | Reduced |
| Concurrent Investment Advisors, LLC | 9,873 | $4.85M | 0.14% | +4,905+98.7% | Added |
| Engineers Gate Manager LP | 9,915 | $4.87M | 0.10% | +9,915 | New |
| Everence Capital Management Inc | 9,930 | $4.88M | 0.31% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 9,953 | $4.88M | 2.38% | −64−0.6% | Reduced |
| Howard Capital Management Inc. | 9,945 | $4.89M | 0.08% | +9,945 | New |
| Raymond James Trust N.A. | 10,007 | $4.92M | 0.11% | +345+3.6% | Added |
| Tokio Marine Asset Management Co Ltd | 10,021 | $4.92M | 0.22% | +632+6.7% | Added |
| Oak Ridge Investments LLC | 10,060 | $4.94M | 0.43% | +698+7.5% | Added |
| Axxcess Wealth Management, LLC | 10,093 | $4.96M | 0.13% | −2,461−19.6% | Reduced |
| Independent Financial Group, LLC | 10,106 | $4.96M | 0.18% | +2,482+32.6% | Added |
| CoreCap Advisors, LLC | 10,118 | $4.97M | 0.23% | +9,068+863.6% | Added |
| Fiduciary Trust Co | 10,175 | $5.00M | 0.07% | +485+5.0% | Added |
| Pura Vida Investments, LLC | 10,200 | $5.01M | 8.24% | −8,700−46.0% | Reduced |
| Roundview Capital LLC | 10,212 | $5.02M | 0.36% | +190+1.9% | Added |
| Bahl & Gaynor Inc | 10,245 | $5.03M | 0.03% | −486−4.5% | Reduced |
| First Hawaiian Bank | 10,253 | $5.04M | 0.16% | +137+1.4% | Added |
| Liberty Wealth Management LLC | 10,267 | $5.04M | 0.86% | −904−8.1% | Reduced |
| Soros Capital Management LLC | 10,500 | $5.16M | 1.24% | +10,500 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,502 | $5.16M | 0.36% | −939−8.2% | Reduced |
| Apollon Wealth Management, LLC | 10,536 | $5.18M | 0.15% | +228+2.2% | Added |
| BNC Wealth Management, LLC | 10,545 | $5.18M | 1.91% | +540+5.4% | Added |
| Dynamic Advisor Solutions LLC | 10,559 | $5.19M | 0.16% | +314+3.1% | Added |
| LMR Partners LLP | 10,615 | $5.21M | 0.11% | −15,497−59.3% | Reduced |
| Oak Associates, Ltd | 10,710 | $5.26M | 0.35% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 10,732 | $5.27M | 2.83% | +217+2.1% | Added |
| Natixis Investment Managers International | 10,749 | $5.28M | 0.38% | −107−1.0% | Reduced |
| Global Retirement Partners, LLC | 10,756 | $5.28M | 0.16% | −322−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 10,830 | $5.32M | 0.38% | +1,580+17.1% | Added |
| Good Life Advisors, LLC | 10,838 | $5.32M | 0.33% | +5,964+122.4% | Added |
| Trifecta Capital Advisors, LLC | 10,859 | $5.33M | 1.12% | +330+3.1% | Added |
| Illinois Municipal Retirement Fund | 10,965 | $5.39M | 0.08% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 11,000 | $5.40M | 0.43% | 00.0% | Unchanged |
| Dnca Finance | 11,000 | $5.40M | 0.46% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,071 | $5.44M | 0.07% | +3,239+41.4% | Added |
| Covenant Asset Management, LLC | 11,090 | $5.45M | 1.21% | −6−0.1% | Reduced |
| Marks Group Wealth Management, Inc | 11,191 | $5.50M | 0.52% | −147−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,228 | $5.52M | 0.11% | +7,105+172.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,241 | $5.52M | 0.13% | −48−0.4% | Reduced |
| Flputnam Investment Management Co | 11,258 | $5.53M | 0.10% | +8,946+386.9% | Added |
| 1st Source Bank | 11,290 | $5.55M | 0.31% | −368−3.2% | Reduced |
| Jackson Square Partners, LLC | 11,330 | $5.57M | 0.48% | −6,880−37.8% | Reduced |
| Kennedy Capital Management, Inc. | 11,413 | $5.61M | 0.12% | +522+4.8% | Added |
| Transamerica Financial Advisors, Inc. | 11,562 | $5.68M | 0.55% | −468−3.9% | Reduced |
| Zions Bancorporation, N.A. | 11,577 | $5.69M | 0.41% | +621+5.7% | Added |
| Gamco Investors, Inc. Et Al | 11,611 | $5.70M | 0.06% | +198+1.7% | Added |
| Petredis Investment Advisors LLC | 11,694 | $5.74M | 0.61% | +40+0.3% | Added |
| Coldstream Capital Management Inc | 11,561 | $5.77M | 0.12% | +2,399+26.2% | Added |
| Marvin & Palmer Associates Inc | 11,770 | $5.78M | 4.85% | +11,770 | New |
| Legacy Trust | 11,786 | $5.79M | 1.33% | −75−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,795 | $5.79M | 2.00% | +11,795 | New |
| Walleye Capital LLC | 11,860 | $5.83M | 0.06% | −17,015−58.9% | Reduced |
| Great Lakes Advisors, LLC | 11,892 | $5.84M | 0.05% | +458+4.0% | Added |
| Siemens Fonds Invest GmbH | 16,065 | $5.86M | 0.47% | +427+2.7% | Added |
| Federation des caisses Desjardins du Quebec | 11,945 | $5.87M | 0.03% | −1,890−13.7% | Reduced |
| Rheos Capital Works Inc. | 12,000 | $5.89M | 0.31% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,030 | $5.91M | 0.52% | +12,030 | New |
| Empirical Finance, LLC | 12,106 | $5.95M | 0.35% | +269+2.3% | Added |
| Alpine Woods Capital Investors, LLC | 11,131 | $5.96M | 1.05% | −938−7.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,330 | $6.04M | 0.28% | +3,565+40.7% | Added |
| Steward Partners Investment Advisory, LLC | 12,343 | $6.06M | 0.06% | +421+3.5% | Added |
| Reuter James Wealth Management, LLC | 12,519 | $6.15M | 1.13% | +11,777+1,587.2% | Added |
| Chiron Investment Management, LLC | 12,668 | $6.22M | 2.19% | −3,803−23.1% | Reduced |
| Cornerstone Capital, Inc. | 12,694 | $6.24M | 0.58% | −40.0% | Reduced |
| GWM Advisors LLC | 12,736 | $6.26M | 0.04% | −1,089−7.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,755 | $6.27M | 0.41% | +849+7.1% | Added |
| Cornerstone Wealth Group, LLC | 12,821 | $6.30M | 0.52% | +23+0.2% | Added |
| Brinker Capital Investments, LLC | 12,855 | $6.32M | 0.06% | +2,315+22.0% | Added |
| Orion Portfolio Solutions, LLC | 12,855 | $6.32M | 0.06% | +2,315+22.0% | Added |
| Strategic Planning Group, LLC | 12,866 | $6.32M | 1.25% | +557+4.5% | Added |
| AustralianSuper Pty Ltd | 12,886 | $6.33M | 0.03% | +1,140+9.7% | Added |
| Abner Herrman & Brock LLC | 12,900 | $6.34M | 0.76% | 00.0% | Unchanged |
| First National Trust Co | 12,919 | $6.35M | 0.25% | +197+1.5% | Added |