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 |
|---|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 743 | $365.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 745 | $366.0K | 0.01% | −15−2.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 748 | $367.5K | 0.01% | +748 | New |
| Fairscale Capital, LLC | 751 | $368.9K | 0.32% | 00.0% | Unchanged |
| TFG Advisers LLC | 753 | $369.9K | 0.13% | +36+5.0% | Added |
| Smith, Salley & Associates | 755 | $370.9K | 0.02% | +13+1.8% | Added |
| SWP Financial LLC | 756 | $371.4K | 0.23% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 757 | $371.9K | 0.04% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 757 | $371.9K | 0.08% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 761 | $373.9K | 0.24% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 786 | $376.1K | 0.07% | −38−4.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 766 | $376.3K | 0.12% | +93+13.8% | Added |
| Destination Wealth Management | 770 | $378.3K | 0.01% | +30+4.1% | Added |
| Kestra Investment Management, LLC | 773 | $379.8K | 0.02% | +773 | New |
| Evoke Wealth, LLC | 774 | $380.2K | 0.01% | +774 | New |
| Level Four Advisory Services, LLC | 756 | $380.9K | 0.02% | −22−2.8% | Reduced |
| Capital Investment Advisors, LLC | 778 | $382.3K | 0.01% | +53+7.3% | Added |
| Middleton & Co Inc | 783 | $384.7K | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 784 | $385.2K | 0.21% | −34−4.2% | Reduced |
| Semus Wealth Partners LLC | 784 | $385.2K | 0.27% | +27+3.6% | Added |
| Nations Financial Group Inc, | 786 | $386.1K | 0.03% | +95+13.7% | Added |
| Ariadne Wealth Management, LP | 737 | $386.4K | 0.21% | +737 | New |
| Saiph Capital, LLC | 787 | $386.6K | 0.18% | −10−1.3% | Reduced |
| Advance Capital Management, Inc. | 787 | $386.6K | 0.02% | +18+2.3% | Added |
| BLB&B Advisors, LLC | 789 | $387.6K | 0.02% | +6+0.8% | Added |
| Parkside Investments, LLC | 800 | $393.0K | 0.06% | −100−11.1% | Reduced |
| Arnhold LLC | 800 | $393.0K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 884 | $393.2K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $393.5K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $393.5K | 0.13% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 801 | $394.0K | 0.20% | 00.0% | Unchanged |
| Canopy Partners, LLC | 803 | $394.5K | 0.17% | +4+0.5% | Added |
| Howard Financial Services, Ltd. | 805 | $395.5K | 0.06% | +6+0.8% | Added |
| Independence Bank of Kentucky | 808 | $396.9K | 0.09% | −37−4.4% | Reduced |
| Riversedge Advisors, LLC | 808 | $396.9K | 0.09% | +9+1.1% | Added |
| ICONIQ Capital, LLC | 810 | $397.9K | 0.01% | +810 | New |
| Private Advisory Group LLC | 810 | $397.9K | 0.05% | +810 | New |
| Diversified, LLC | 813 | $399.4K | 0.04% | +15+1.9% | Added |
| Diversified Enterprises, LLC | 813 | $399.4K | 0.04% | +813 | New |
| New Hampshire Trust | 814 | $399.9K | 0.09% | −135−14.2% | Reduced |
| Granite Investment Partners, LLC | 814 | $399.9K | 0.02% | −2−0.2% | Reduced |
| MJP Associates Inc | 814 | $399.9K | 0.08% | +325+66.5% | Added |
| TrueWealth Advisors, LLC | 816 | $400.9K | 0.13% | +186+29.5% | Added |
| Global Trust Asset Management, LLC | 816 | $400.9K | 0.15% | +605+286.7% | Added |
| Values First Advisors, Inc. | 818 | $401.6K | 0.22% | +10+1.2% | Added |
| Onyx Bridge Wealth Group LLC | 818 | $401.9K | 0.06% | +818 | New |
| Vertex Planning Partners, LLC | 821 | $403.3K | 0.10% | +2+0.2% | Added |
| AdvisorNet Financial, Inc | 823 | $404.3K | 0.03% | +108+15.1% | Added |
| Mayflower Financial Advisors, LLC | 826 | $405.8K | 0.06% | −13−1.5% | Reduced |
| LexAurum Advisors, LLC | 827 | $406.3K | 0.09% | −143−14.7% | Reduced |
| Sivia Capital Partners, LLC | 827 | $406.3K | 0.24% | +46+5.9% | Added |
| Wolverine Trading, LLC | 853 | $408.7K | 0.01% | −2,730−76.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 833 | $409.2K | 0.12% | +32+4.0% | Added |
| D.B. Root & Company, LLC | 837 | $411.2K | 0.14% | −187−18.3% | Reduced |
| Finer Wealth Management, Inc. | 837 | $411.2K | 0.25% | 00.0% | Unchanged |
| MQS Management LLC | 837 | $411.2K | 0.23% | +837 | New |
| RFG Advisory, LLC | 838 | $411.7K | 0.01% | +838 | New |
| Holderness Investments Co | 839 | $412.2K | 0.09% | −1−0.1% | Reduced |
| Rollins Financial Advisors, LLC | 842 | $413.6K | 0.07% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 850 | $414.5K | 0.11% | −156−15.5% | Reduced |
| ASB Consultores, LLC | 844 | $414.6K | 0.16% | +844 | New |
| Ferguson Wellman Capital Management, Inc | 850 | $417.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 854 | $419.6K | 0.02% | +378+79.4% | Added |
| Green Alpha Advisors, LLC | 855 | $420.0K | 0.33% | −276−24.4% | Reduced |
| Kercheville Advisors, LLC | 855 | $420.0K | 0.18% | −10−1.2% | Reduced |
| Cooper Financial Group | 858 | $421.5K | 0.05% | +229+36.4% | Added |
| Callahan Advisors, LLC | 862 | $423.5K | 0.04% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 868 | $426.4K | 0.15% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 873 | $428.9K | 0.28% | −147−14.4% | Reduced |
| Strait & Sound Wealth Management LLC | 873 | $428.9K | 0.21% | −83−8.7% | Reduced |
| Creative Capital Management Investments LLC | 873 | $428.9K | 0.18% | +873 | New |
| Farmers & Merchants Trust Co of Long Beach | 874 | $429.4K | 0.11% | −7−0.8% | Reduced |
| Modern Wealth Management, LLC | 879 | $431.8K | 0.03% | +80+10.0% | Added |
| Fiduciary Financial Group, LLC | 900 | $432.7K | 0.10% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 883 | $434.0K | 0.16% | +15+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 884 | $434.3K | 0.02% | −20−2.2% | Reduced |
| Clarus Group, Inc. | 885 | $434.8K | 0.18% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 887 | $436.0K | 0.24% | +887 | New |
| WESPAC Advisors SoCal, LLC | 889 | $436.7K | 0.10% | −24−2.6% | Reduced |
| Kowal Investment Group, LLC | 889 | $436.7K | 0.08% | +216+32.1% | Added |
| Paragon Private Wealth Management, LLC | 899 | $441.7K | 0.22% | +140+18.4% | Added |
| Northstar Asset Management LLC | 900 | $442.1K | 0.10% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $442.1K | 0.10% | +900 | New |
| Robertson Stephens Wealth Management, LLC | 903 | $443.6K | 0.02% | +57+6.7% | Added |
| Visionary Wealth Advisors | 903 | $443.7K | 0.03% | −166−15.5% | Reduced |
| Three Seasons Wealth, LLC | 908 | $446.1K | 0.23% | +908 | New |
| Centurion Wealth Management LLC | 914 | $449.0K | 0.14% | +914 | New |
| Prosperity Financial Group, Inc. | 918 | $451.0K | 0.25% | +11+1.2% | Added |
| Financial Advisory Service, Inc. | 921 | $452.5K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 927 | $455.4K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 929 | $456.4K | 0.46% | +10+1.1% | Added |
| Sittner & Nelson, LLC | 934 | $458.8K | 0.21% | −25−2.6% | Reduced |
| Avion Wealth | 935 | $459.0K | 0.12% | +7+0.8% | Added |
| Valmark Advisers, Inc. | 935 | $459.3K | 0.01% | +26+2.9% | Added |
| Cross Staff Investments Inc | 936 | $459.8K | 0.35% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 940 | $461.8K | 0.14% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 940 | $461.8K | 0.03% | +65+7.4% | Added |
| Weybosset Research & Management LLC | 947 | $465.0K | 0.16% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 950 | $466.7K | 0.31% | +50+5.6% | Added |
| Objective Capital Management, LLC | 951 | $467.2K | 0.27% | +951 | New |