Skip to main content

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.

Institutional holdersQ3 2024: 1,956 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ3 2024: $147.7B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2024.

Institutions holding ISRG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.247$121.3K0.01%00.0%Unchanged
DSM Capital Partners LLC249$122.3K0.00%00.0%Unchanged
Center for Financial Planning, Inc.258$126.7K0.02%00.0%Unchanged
Atlantic Trust, LLC260$127.7K0.03%00.0%Unchanged
Nemes Rush Group LLC321$128.1K0.02%+3+0.9%Added
Harel Insurance Investments & Financial Services Ltd.269$132.0K0.00%+269New
Cove Street Capital, LLC270$132.6K0.10%+270New
Catalyst Capital Advisors LLC274$134.6K0.00%−57−17.2%Reduced
Johnson Financial Group, Inc.275$135.1K0.01%−1,086−79.8%Reduced
Asset Dedication, LLC275$135.1K0.01%+44+19.0%Added
MV Capital Management, Inc.277$136.1K0.01%+7+2.6%Added
BIT Capital GmbH287$141.0K0.01%+287New
ORG Partners LLC293$143.9K0.02%−23−7.3%Reduced
Raleigh Capital Management Inc.294$144.4K0.06%+10+3.5%Added
Caas Capital Management LP300$147.4K0.10%+300New
Plante Moran Financial Advisors, LLC315$154.8K0.01%−12−3.7%Reduced
Provenance Wealth Advisors, LLC315$154.8K0.02%+22+7.5%Added
Webster Bank, N. A.321$157.7K0.02%00.0%Unchanged
Tortoise Investment Management, LLC322$158.2K0.02%+56+21.1%Added
First Personal Financial Services325$159.7K0.03%+1+0.3%Added
Clarity Asset Management, Inc.326$160.2K0.11%+326New
EnRich Financial Partners LLC336$165.1K0.06%00.0%Unchanged
Rosenberg Matthew Hamilton345$169.5K0.04%+16+4.9%Added
Capital Analysts, LLC350$172.0K0.01%+78+28.7%Added
Quest Partners LLC353$173.4K0.02%+353New
Atticus Wealth Management, LLC353$173.4K0.06%+31+9.6%Added
Rise Advisors, LLC355$174.4K0.08%−8−2.2%Reduced
Centiva Capital, LP355$174.4K0.01%+355New
Glen Eagle Advisors, LLC358$175.9K0.03%00.0%Unchanged
Hazlett, Burt & Watson, Inc.362$177.0K0.08%+20+5.8%Added
Crewe Advisors LLC371$182.3K0.02%00.0%Unchanged
Adalta Capital Management LLC375$184.2K0.10%00.0%Unchanged
Blue Chip Partners, Inc.378$185.7K0.02%00.0%Unchanged
Counterpoint Mutual Funds LLC408$200.4K0.04%+408New
Outlook Wealth Advisors, LLC408$200.4K0.06%+408New
Crown Wealth Group, LLC410$201.4K0.09%+410New
Obermeyer Wood Investment Counsel, LLLP412$202.4K0.01%+412New
Monticello Wealth Management, LLC412$202.4K0.02%+412New
Buckhead Capital Management LLC413$202.9K0.06%+413New
Nan Shan Life Insurance Co., Ltd.414$203.4K0.00%−91,823−99.6%Reduced
Morris Financial Concepts, Inc.415$203.9K0.09%+415New
Reston Wealth Management LLC417$204.9K0.07%+417New
World Equity Group, Inc.417$204.9K0.07%+417New
Griffin Asset Management, Inc.419$205.8K0.02%+419New
MBL Wealth, LLC420$206.3K0.02%+420New
New Republic Capital, LLC421$206.8K0.12%−181−30.1%Reduced
Riverview Trust Co421$206.8K0.18%−36−7.9%Reduced
Montz Harcus Wealth Management LLC421$206.8K0.12%+421New
Berkeley Capital Partners, LLC422$207.3K0.06%+422New
Matisse Capital423$207.8K0.10%+423New
Green Harvest Asset Management LLC423$207.8K0.00%+423New
Blume Capital Management, Inc.423$207.8K0.05%+8+1.9%Added
Auxano Advisors, LLC423$207.8K0.05%+423New
Cedrus LLC424$208.3K0.08%+424New
Manchester Financial Inc425$208.8K0.05%+425New
TruWealth Advisors, LLC426$209.3K0.01%+426New
Evermay Wealth Management LLC427$209.8K0.03%+105+32.6%Added
Meritage Portfolio Management427$210.0K0.01%+427New
Fort Point Capital Partners LLC429$210.8K0.03%+429New
Schmidt P J Investment Management Inc430$211.2K0.04%+430New
Five Oceans Advisors430$211.2K0.10%+430New
Luts & Greenleigh Group, Inc430$211.2K0.20%+430New
Aviso Wealth Management430$211.2K0.11%+430New
Corundum Group, Inc.432$212.2K0.10%+432New
Bennett Selby Investments LP432$212.2K0.09%+432New
Investment Partners Asset Management, Inc.433$212.7K0.17%+433New
AlphaCore Capital LLC433$212.7K0.05%+433New
JB Capital LLC433$213.0K0.01%−65−13.1%Reduced
Convergence Investment Partners, LLC434$213.2K0.06%−16−3.6%Reduced
Ledyard National Bank435$213.7K0.02%+435New
Sandbox Financial Partners, LLC435$213.9K0.08%+435New
Charter Oak Capital Management, LLC436$214.2K0.02%+436New
Kavar Capital Partners Group, LLC436$214.2K0.03%+436New
Courage Miller Partners, LLC438$215.2K0.07%+438New
Apexium Financial, LP439$215.7K0.01%+439New
Colonial River Wealth Management, LLC440$216.2K0.11%−2,719−86.1%Reduced
Gallagher Fiduciary Advisors, LLC442$217.1K0.04%−142−24.3%Reduced
Brandywine Oak Private Wealth LLC443$217.6K0.02%+443New
Consilio Wealth Advisors, LLC443$217.6K0.09%+443New
Sunpointe, LLC443$217.6K0.18%+443New
Financial Partners Group, Inc446$219.1K0.03%+446New
White Lighthouse Investment Management Inc.447$219.6K0.04%−40−8.2%Reduced
Index Fund Advisors, Inc.447$219.6K0.01%+447New
Weik Capital Management450$221.1K0.09%00.0%Unchanged
Smith, Moore & Co.450$221.1K0.02%−66−12.8%Reduced
Ashford Capital Management Inc450$221.1K0.03%00.0%Unchanged
Wills Financial Group, Inc.450$221.1K0.09%00.0%Unchanged
Breakwater Investment Management451$221.6K0.09%00.0%Unchanged
Davis Investment Partners, LLC456$221.9K0.09%−79−14.8%Reduced
Welch Group, LLC452$222.1K0.01%+452New
Ritter Daniher Financial Advisory LLC453$222.5K0.06%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors454$223.0K0.03%+1+0.2%Added
Concorde Asset Management, LLC457$224.5K0.13%−8−1.7%Reduced
Warren Street Wealth Advisors, LLC457$224.5K0.09%+457New
Stonebrook Private Inc.457$224.5K0.06%+457New
WMS Partners, LLC458$225.0K0.01%−208−31.2%Reduced
McAdam, LLC458$225.0K0.01%+458New
Mount Yale Investment Advisors, LLC458$225.0K0.02%+458New
Promethium Advisors,llc460$226.0K0.16%+460New
Spectrum Wealth Counsel, LLC460$226.0K0.03%−194−29.7%Reduced