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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 958 | $470.6K | 0.05% | +486+103.0% | Added |
| Morris Retirement Advisors, LLC | 959 | $471.1K | 0.26% | +214+28.7% | Added |
| Avantax Planning Partners, Inc. | 962 | $472.6K | 0.02% | −1,103−53.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 965 | $474.1K | 0.16% | +51+5.6% | Added |
| StrongBox Wealth, LLC | 965 | $474.1K | 0.20% | +76+8.5% | Added |
| Perissos Private Wealth Management, LLC | 966 | $474.6K | 0.38% | 00.0% | Unchanged |
| West Family Investments, Inc. | 968 | $475.5K | 0.16% | +237+32.4% | Added |
| Goepper Burkhardt LLC | 972 | $477.5K | 0.20% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 974 | $478.5K | 0.17% | −38−3.8% | Reduced |
| Garden State Investment Advisory Services LLC | 974 | $478.5K | 0.15% | +18+1.9% | Added |
| Acropolis Investment Management, LLC | 977 | $480.0K | 0.03% | +9+0.9% | Added |
| Kirtland Hills Capital Management, LLC | 978 | $480.5K | 0.26% | +132+15.6% | Added |
| Triangle Securities Wealth Management | 980 | $481.4K | 0.12% | −50−4.9% | Reduced |
| Wealth Management Associates, Inc. | 986 | $484.4K | 0.21% | +56+6.0% | Added |
| AIMZ Investment Advisors, LLC | 990 | $486.4K | 0.17% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $486.4K | 0.03% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $486.6K | 0.05% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 994 | $488.3K | 0.05% | +123+14.1% | Added |
| Ipswich Investment Management Co., Inc. | 995 | $488.8K | 0.11% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 996 | $489.1K | 0.02% | +8+0.8% | Added |
| David Loasby | 1,024 | $491.1K | 0.05% | +70+7.3% | Added |
| Alta Advisers Ltd | 1,000 | $491.3K | 0.22% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,002 | $492.3K | 0.18% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,004 | $493.2K | 0.18% | −139−12.2% | Reduced |
| Savvy Advisors, Inc. | 1,004 | $493.2K | 0.10% | +1,004 | New |
| Stokes Family Office, LLC | 1,006 | $494.2K | 0.05% | 00.0% | Unchanged |
| Tufton Capital Management | 1,008 | $495.2K | 0.09% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,009 | $495.7K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,016 | $498.9K | 0.27% | +20+2.0% | Added |
| Journey Strategic Wealth LLC | 1,020 | $501.1K | 0.02% | +79+8.4% | Added |
| Accredited Investors Inc. | 1,021 | $501.6K | 0.03% | +1+0.1% | Added |
| Bank of Stockton | 1,023 | $502.6K | 0.15% | +163+19.0% | Added |
| Green Square Capital Advisors LLC | 1,049 | $502.7K | 0.07% | +40+4.0% | Added |
| Anchor Investment Management, LLC | 1,024 | $503.1K | 0.05% | +15+1.5% | Added |
| Connecticut Wealth Management, LLC | 1,026 | $503.8K | 0.02% | −25−2.4% | Reduced |
| Hall Laurie J Trustee | 1,025 | $504.0K | 0.16% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,028 | $505.0K | 0.13% | +1,028 | New |
| Systematic Alpha Investments, LLC | 1,029 | $505.5K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,034 | $508.0K | 0.18% | −17−1.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $508.5K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,040 | $510.9K | 0.03% | −117−10.1% | Reduced |
| Callan Capital, LLC | 1,041 | $511.4K | 0.04% | +379+57.3% | Added |
| MONECO Advisors, LLC | 1,044 | $512.8K | 0.06% | +59+6.0% | Added |
| Epoch Investment Partners, Inc. | 1,046 | $513.9K | 0.00% | +10+1.0% | Added |
| Evercore Wealth Management, LLC | 1,049 | $515.3K | 0.01% | −91−8.0% | Reduced |
| Pictet North America Advisors SA | 1,049 | $515.3K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,050 | $515.8K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,058 | $519.8K | 0.04% | +247+30.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,063 | $522.2K | 0.33% | +21+2.0% | Added |
| Proficio Capital Partners LLC | 1,065 | $523.2K | 0.05% | −568−34.8% | Reduced |
| AXS Investments LLC | 1,066 | $523.7K | 0.14% | +17+1.6% | Added |
| Arete Wealth Advisors, LLC | 1,070 | $525.0K | 0.05% | +1,070 | New |
| HCR Wealth Advisors | 1,069 | $525.2K | 0.07% | −1−0.1% | Reduced |
| Sharp Financial Services, LLC | 1,075 | $528.1K | 0.41% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 1,078 | $529.6K | 0.08% | +1,078 | New |
| Financial Management Network Inc | 1,100 | $530.1K | 0.11% | +5+0.5% | Added |
| TCI Wealth Advisors, Inc. | 1,084 | $532.5K | 0.04% | +14+1.3% | Added |
| Naples Global Advisors, LLC | 1,085 | $533.0K | 0.05% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,089 | $535.0K | 0.19% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,091 | $536.0K | 0.19% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,093 | $537.0K | 0.02% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,122 | $537.6K | 0.33% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,100 | $540.4K | 0.36% | +1,100 | New |
| Two Sigma Securities, LLC | 1,101 | $540.9K | 0.04% | −899−45.0% | Reduced |
| Investment Partners, Ltd. | 1,101 | $540.9K | 0.23% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,109 | $544.8K | 0.08% | −6−0.5% | Reduced |
| 44 Wealth Management LLC | 1,064 | $545.4K | 0.19% | +1,064 | New |
| TrinityPoint Wealth, LLC | 1,118 | $549.2K | 0.08% | +6+0.5% | Added |
| Northcape Capital Pty Ltd | 1,119 | $550.0K | 0.08% | −676−37.7% | Reduced |
| Revolve Wealth Partners, LLC | 1,130 | $555.1K | 0.08% | −1−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 1,132 | $556.1K | 0.28% | +53+4.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,132 | $556.1K | 0.07% | −353−23.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,139 | $559.0K | 0.06% | +1,139 | New |
| LJI Wealth Management, LLC | 1,140 | $560.0K | 0.11% | +16+1.4% | Added |
| Cromwell Holdings LLC | 1,144 | $562.0K | 0.36% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,144 | $562.0K | 0.07% | +7+0.6% | Added |
| Wolff Wiese Magana LLC | 1,145 | $562.5K | 0.38% | +30+2.7% | Added |
| Capital Market Strategies LLC | 1,147 | $563.5K | 0.34% | −19−1.6% | Reduced |
| Massmutual Trust Co FSB | 1,148 | $564.0K | 0.02% | +90+8.5% | Added |
| First Dallas Securities Inc. | 1,150 | $565.0K | 0.24% | −100−8.0% | Reduced |
| Navalign, LLC | 1,150 | $565.0K | 0.17% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,153 | $566.4K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Group | 1,155 | $567.4K | 0.06% | +189+19.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,158 | $568.8K | 0.16% | +186+19.1% | Added |
| Channel Wealth LLC | 1,158 | $568.9K | 0.19% | −60−4.9% | Reduced |
| Moors & Cabot, Inc. | 1,159 | $569.4K | 0.03% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,161 | $570.4K | 0.10% | +28+2.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,164 | $571.8K | 0.25% | +212+22.3% | Added |
| Portside Wealth Group, LLC | 1,165 | $572.3K | 0.10% | +156+15.5% | Added |
| Simplicity Wealth,LLC | 1,171 | $575.4K | 0.05% | −26,975−95.8% | Reduced |
| Ignite Planners, LLC | 1,172 | $575.8K | 0.13% | −8−0.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,174 | $576.8K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,179 | $579.2K | 0.06% | −344−22.6% | Reduced |
| Interchange Capital Partners, LLC | 1,181 | $580.2K | 0.21% | −16−1.3% | Reduced |
| Concord Wealth Partners | 1,182 | $580.7K | 0.10% | −17−1.4% | Reduced |
| Apriem Advisors | 1,183 | $581.2K | 0.07% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,184 | $581.7K | 0.48% | +1,184 | New |
| Avenue 1 Advisors, LLC | 1,189 | $584.1K | 0.22% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,190 | $584.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,193 | $586.1K | 0.01% | −20,202−94.4% | Reduced |