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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 52 | $25.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 54 | $26.5K | 0.01% | −54−50.0% | Reduced |
| McMahon Financial Advisors, LLC | 54 | $26.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 54 | $26.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 55 | $27.0K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 55 | $27.0K | 0.00% | +55 | New |
| Motco | 57 | $28.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 57 | $28.0K | 0.01% | +24+72.7% | Added |
| Ridgewood Investments LLC | 59 | $29.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 59 | $29.0K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 59 | $29.2K | 0.02% | +4+7.3% | Added |
| Kathleen S. Wright Associates Inc. | 60 | $29.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $29.5K | 0.01% | +9+17.6% | Added |
| Godsey & Gibb Associates | 60 | $29.5K | 0.00% | +35+140.0% | Added |
| West Oak Capital, LLC | 60 | $29.5K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 55 | $29.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 63 | $30.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $32.9K | 0.01% | −11−14.1% | Reduced |
| MidAtlantic Capital Management, Inc. | 68 | $33.4K | 0.02% | +18+36.0% | Added |
| Addison Advisors LLC | 68 | $33.4K | 0.01% | −363−84.2% | Reduced |
| Main Street Group, LTD | 69 | $33.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $34.4K | 0.02% | +70 | New |
| Financial Connections Group, Inc. | 72 | $35.0K | 0.02% | −9−11.1% | Reduced |
| Compass Wealth Management LLC | 72 | $35.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 73 | $35.9K | 0.02% | −15−17.0% | Reduced |
| Solstein Capital, LLC | 74 | $36.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $36.8K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 78 | $38.3K | 0.01% | +78 | New |
| Pin Oak Investment Advisors Inc | 81 | $39.0K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 81 | $39.8K | 0.00% | +36+80.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 86 | $42.2K | 0.01% | +44+104.8% | Added |
| Canton Hathaway, LLC | 90 | $44.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $44.2K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 90 | $44.2K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 99 | $48.6K | 0.00% | +99 | New |
| nVerses Capital, LLC | 100 | $49.1K | 0.02% | −900−90.0% | Reduced |
| NewSquare Capital LLC | 100 | $49.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $49.1K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 100 | $49.1K | 0.00% | +4+4.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $50.0K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 104 | $51.1K | 0.03% | +104 | New |
| Cornerstone Planning Group LLC | 100 | $51.6K | 0.01% | −9−8.3% | Reduced |
| Baldwin Brothers Inc | 107 | $52.6K | 0.00% | +44+69.8% | Added |
| Caitlin John, LLC | 98 | $52.6K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $54.5K | 0.00% | +19+20.7% | Added |
| GHP Investment Advisors, Inc. | 111 | $54.5K | 0.00% | +103+1,287.5% | Added |
| Naples Money Management LLC | 112 | $55.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 112 | $55.0K | 0.02% | +32+40.0% | Added |
| Deseret Mutual Benefit Administrators | 113 | $55.5K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 114 | $56.0K | 0.00% | −61−34.9% | Reduced |
| PrairieView Partners, LLC | 120 | $58.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 120 | $59.0K | 0.15% | −250−67.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 120 | $59.0K | 0.01% | −2−1.6% | Reduced |
| Northwest Investment Counselors, LLC | 121 | $59.4K | 0.01% | +121 | New |
| Richardson Financial Services Inc. | 135 | $60.1K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 123 | $60.4K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 123 | $60.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 124 | $61.0K | 0.01% | +30+31.9% | Added |
| City Holding Co | 126 | $61.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 129 | $63.4K | 0.01% | +78+152.9% | Added |
| Financial Avengers, Inc. | 130 | $63.9K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 130 | $63.9K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 132 | $64.8K | 0.02% | +132 | New |
| Sachetta, LLC | 132 | $64.8K | 0.03% | +7+5.6% | Added |
| Rocky Mountain Advisers, LLC | 135 | $66.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $66.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 141 | $67.6K | 0.01% | +78+123.8% | Added |
| McIlrath & Eck, LLC | 142 | $69.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 143 | $70.2K | 0.02% | +92+180.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 147 | $72.2K | 0.01% | +147 | New |
| JFS Wealth Advisors, LLC | 149 | $73.2K | 0.00% | +8+5.7% | Added |
| HHM Wealth Advisors, LLC | 154 | $75.7K | 0.01% | +15+10.8% | Added |
| Byrne Asset Management LLC | 157 | $77.1K | 0.05% | −55−25.9% | Reduced |
| GW&K Investment Management, LLC | 162 | $80.0K | 0.00% | +23+16.5% | Added |
| Alpine Bank Wealth Management | 167 | $82.0K | 0.01% | +167 | New |
| Itau Unibanco Holding S.A. | 174 | $85.5K | 0.00% | −4,932−96.6% | Reduced |
| Rakuten Securities, Inc. | 175 | $86.0K | 0.04% | −122−41.1% | Reduced |
| Osterweis Capital Management Inc | 177 | $87.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 177 | $87.0K | 0.01% | +6+3.5% | Added |
| Bell Investment Advisors, Inc | 177 | $87.0K | 0.02% | +15+9.3% | Added |
| Beacon Capital Management, LLC | 179 | $87.9K | 0.01% | +21+13.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 179 | $87.9K | 0.02% | −231−56.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 180 | $88.4K | 0.01% | −72−28.6% | Reduced |
| Toth Financial Advisory Corp | 180 | $88.4K | 0.01% | +60+50.0% | Added |
| Gleason Group, Inc. | 190 | $93.3K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 190 | $93.3K | 0.06% | +30+18.8% | Added |
| Fortis Group Advisors, LLC | 191 | $93.8K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 195 | $95.8K | 0.04% | +195 | New |
| J.Safra Asset Management Corp | 200 | $95.8K | 0.01% | +2+1.0% | Added |
| NBC Securities, Inc. | 201 | $98.0K | 0.01% | +11+5.8% | Added |
| City State Bank | 206 | $101.2K | 0.04% | −22−9.6% | Reduced |
| Garde Capital, Inc. | 210 | $103.0K | 0.01% | +210 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $108.1K | 0.17% | +220 | New |
| Eagle Bay Advisors LLC | 222 | $109.1K | 0.04% | −391−63.8% | Reduced |
| Peterson Wealth Services | 222 | $109.1K | 0.03% | +222 | New |
| Security National Bank | 225 | $110.5K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 226 | $110.9K | 0.02% | +126+126.0% | Added |
| Farmers & Merchants Investments Inc | 235 | $115.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 245 | $120.4K | 0.01% | 00.0% | Unchanged |
| PGGM Investments | 246 | $121.0K | 0.00% | +246 | New |