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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 569 | $279.3K | 0.01% | +43+8.2% | Added |
| Thompson Siegel & Walmsley LLC | 572 | $281.0K | 0.00% | +572 | New |
| Jacobsen Capital Management | 573 | $281.5K | 0.12% | +38+7.1% | Added |
| Finivi Inc. | 576 | $283.0K | 0.23% | −2,876−83.3% | Reduced |
| FDx Advisors, Inc. | 579 | $284.0K | 0.08% | −13−2.2% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 580 | $284.9K | 0.07% | +580 | New |
| BTG Pactual Asset Management US LLC | 395 | $287.2K | 0.04% | +395 | New |
| Mesirow Financial Investment Management, Inc. | 585 | $287.4K | 0.01% | +6+1.0% | Added |
| Providence First Trust Co | 585 | $287.4K | 0.12% | +585 | New |
| Burton Enright Welch | 587 | $288.4K | 0.06% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 588 | $288.9K | 0.11% | 00.0% | Unchanged |
| Covestor Ltd | 588 | $289.0K | 0.18% | −3−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 590 | $289.8K | 0.01% | +46+8.5% | Added |
| SMART Wealth LLC | 590 | $289.8K | 0.11% | +590 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $290.3K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 541 | $290.9K | 0.10% | +54+11.1% | Added |
| West Paces Advisors Inc. | 595 | $292.3K | 0.07% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 597 | $293.3K | 0.01% | +597 | New |
| Veracity Capital LLC | 598 | $293.8K | 0.11% | +36+6.4% | Added |
| Smithfield Trust Co | 605 | $294.0K | 0.01% | +15+2.5% | Added |
| Capula Management Ltd | 599 | $294.3K | 0.00% | +599 | New |
| Southern Capital Advisors, LLC | 600 | $294.8K | 0.17% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $294.8K | 0.19% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 604 | $297.0K | 0.25% | +604 | New |
| Carolinas Wealth Consulting LLC | 605 | $297.2K | 0.05% | −72−10.6% | Reduced |
| Sargent Investment Group, LLC | 609 | $299.2K | 0.05% | +8+1.3% | Added |
| Montecito Bank & Trust | 612 | $300.7K | 0.05% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 613 | $301.1K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 615 | $302.1K | 0.10% | −265,506−99.8% | Reduced |
| Seeds Investor LLC | 615 | $302.1K | 0.11% | +89+16.9% | Added |
| Laffer Tengler Investments | 618 | $303.6K | 0.06% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 620 | $304.6K | 0.12% | +5+0.8% | Added |
| Trust Co | 621 | $305.1K | 0.04% | +9+1.5% | Added |
| Cercano Management LLC | 621 | $305.1K | 0.01% | +621 | New |
| Pine Valley Investments Ltd Liability Co | 622 | $305.6K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 622 | $305.6K | 0.20% | +622 | New |
| Summit Global Investments | 623 | $306.0K | 0.02% | +623 | New |
| Strategic Advisors LLC | 624 | $306.6K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 627 | $308.0K | 0.03% | +72+13.0% | Added |
| Moss Adams Wealth Advisors LLC | 627 | $308.0K | 0.03% | +105+20.1% | Added |
| Capital Wealth Planning, LLC | 628 | $308.5K | 0.00% | +628 | New |
| First Foundation Advisors | 630 | $309.5K | 0.01% | +18+2.9% | Added |
| Two Sigma Investments, LP | 632 | $310.5K | 0.00% | −1,368−68.4% | Reduced |
| Successful Portfolios LLC | 632 | $310.5K | 0.21% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 633 | $311.0K | 0.01% | +8+1.3% | Added |
| Hemenway Trust Co LLC | 639 | $313.9K | 0.02% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 640 | $314.4K | 0.08% | −55−7.9% | Reduced |
| Spinnaker Investment Group, LLC | 640 | $314.4K | 0.08% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 641 | $314.9K | 0.00% | 00.0% | Unchanged |
| Bremer Bank National Association | 642 | $315.4K | 0.06% | −19−2.9% | Reduced |
| Bank Hapoalim BM | 647 | $318.0K | 0.05% | −200−23.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 594 | $319.0K | 0.19% | +594 | New |
| Optas, LLC | 651 | $319.8K | 0.07% | +77+13.4% | Added |
| Avidian Wealth Solutions, LLC | 656 | $322.3K | 0.01% | +43+7.0% | Added |
| Kades & Cheifetz LLC | 657 | $322.8K | 0.18% | −3−0.5% | Reduced |
| Viewpoint Capital Management LLC | 675 | $323.4K | 0.18% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 659 | $323.7K | 0.03% | −27−3.9% | Reduced |
| Tobam | 662 | $325.0K | 0.06% | +81+13.9% | Added |
| Hendershot Investments Inc. | 665 | $326.7K | 0.04% | −28−4.0% | Reduced |
| First Trust Investment Solutions L.P. | 665 | $326.7K | 0.04% | +91+15.9% | Added |
| Smith & Howard Wealth Management, LLC | 667 | $327.7K | 0.09% | 00.0% | Unchanged |
| Fragasso Group Inc. | 667 | $327.7K | 0.03% | +54+8.8% | Added |
| Dividend Assets Capital, LLC | 668 | $328.2K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 673 | $330.6K | 0.02% | −101−13.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 673 | $330.6K | 0.04% | −41−5.7% | Reduced |
| Burford Brothers, Inc. | 676 | $332.1K | 0.17% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,246 | $333.2K | 0.03% | +253+6.3% | Added |
| Adell Harriman & Carpenter Inc | 680 | $334.1K | 0.02% | +80+13.3% | Added |
| KG&L Capital Management,LLC | 681 | $334.6K | 0.11% | −500−42.3% | Reduced |
| Baron Wealth Management LLC | 683 | $335.5K | 0.16% | +8+1.2% | Added |
| Creative Financial Designs Inc | 690 | $339.0K | 0.03% | −295−29.9% | Reduced |
| New Century Financial Group, LLC | 699 | $343.4K | 0.13% | +134+23.7% | Added |
| Magellan Asset Management Ltd | 700 | $343.9K | 0.00% | −64−8.4% | Reduced |
| Edge Capital Group, LLC | 700 | $343.9K | 0.02% | −44−5.9% | Reduced |
| Buck Wealth Strategies, LLC | 700 | $343.9K | 0.11% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 700 | $343.9K | 0.09% | +700 | New |
| Regent Peak Wealth Advisors LLC | 701 | $344.4K | 0.08% | +4+0.6% | Added |
| Jackson Wealth Management, LLC | 702 | $345.0K | 0.04% | +702 | New |
| Dunhill Financial, LLC | 705 | $346.3K | 0.18% | +36+5.4% | Added |
| Great Diamond Partners, LLC | 706 | $346.8K | 0.09% | −386−35.3% | Reduced |
| Trillium Asset Management, LLC | 707 | $347.0K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 708 | $347.7K | 0.18% | +60+9.3% | Added |
| Wellspring Financial Advisors, LLC | 709 | $348.3K | 0.04% | +709 | New |
| New Harbor Financial Group, LLC | 713 | $350.3K | 0.10% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 718 | $352.7K | 0.32% | +8+1.1% | Added |
| Wrapmanager Inc | 719 | $353.2K | 0.09% | −92−11.3% | Reduced |
| MBB Public Markets I LLC | 720 | $353.7K | 0.03% | −24,409−97.1% | Reduced |
| Schnieders Capital Management LLC | 721 | $354.2K | 0.07% | +142+24.5% | Added |
| Grove Bank & Trust | 724 | $355.7K | 0.05% | +63+9.5% | Added |
| Klingman & Associates, LLC | 725 | $356.2K | 0.02% | +44+6.5% | Added |
| Magnus Financial Group LLC | 726 | $356.7K | 0.04% | −15−2.0% | Reduced |
| Seven Mile Advisory | 727 | $357.2K | 0.24% | +74+11.3% | Added |
| Parkside Financial Bank & Trust | 728 | $357.6K | 0.05% | +26+3.7% | Added |
| Riverstone Advisors, LLC | 730 | $358.6K | 0.21% | +160+28.1% | Added |
| Wambolt & Associates, LLC | 742 | $359.7K | 0.10% | −245−24.8% | Reduced |
| Vaughan David Investments LLC | 733 | $360.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 737 | $362.1K | 0.10% | +30+4.2% | Added |
| Vigilare Wealth Management | 738 | $362.6K | 0.15% | −160−17.8% | Reduced |
| Ulland Investment Advisors, LLC | 738 | $363.0K | 0.27% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 742 | $364.8K | 0.04% | −365−33.0% | Reduced |