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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 1,197 | $588.1K | 0.02% | +4+0.3% | Added |
| Corton Capital Inc. | 1,198 | $588.5K | 0.29% | +1,198 | New |
| RHS Financial, LLC | 1,199 | $589.0K | 0.30% | +1,199 | New |
| KPP Advisory Services LLC | 1,208 | $593.5K | 0.14% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,210 | $594.4K | 0.15% | +36+3.1% | Added |
| Claro Advisors LLC | 1,213 | $595.9K | 0.08% | +310+34.3% | Added |
| Planning Center, Inc. | 1,217 | $597.9K | 0.07% | +16+1.3% | Added |
| ABLE Financial Group, LLC | 1,230 | $604.3K | 0.19% | +1,230 | New |
| True North Advisors, LLC | 1,232 | $605.5K | 0.16% | +25+2.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,240 | $609.2K | 0.21% | +25+2.1% | Added |
| Parcion Private Wealth LLC | 1,240 | $609.2K | 0.05% | +231+22.9% | Added |
| Investmark Advisory Group LLC | 1,247 | $612.6K | 0.30% | +15+1.2% | Added |
| Drive Wealth Management, LLC | 1,249 | $613.7K | 0.16% | −8−0.6% | Reduced |
| AlphaCentric Advisors LLC | 1,250 | $614.1K | 0.46% | −750−37.5% | Reduced |
| Gryphon Financial Partners LLC | 1,250 | $614.1K | 0.08% | −201−13.9% | Reduced |
| First Business Financial Services, Inc. | 1,251 | $614.6K | 0.06% | +12+1.0% | Added |
| Austin Private Wealth, LLC | 1,264 | $621.0K | 0.06% | +367+40.9% | Added |
| American State Bank (Iowa) | 1,268 | $622.9K | 0.38% | −9−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,272 | $624.9K | 0.09% | −36−2.8% | Reduced |
| Focus Financial Network, Inc. | 1,273 | $625.6K | 0.03% | +160+14.4% | Added |
| Wealthspire Advisors, LLC | 1,279 | $628.3K | 0.01% | +134+11.7% | Added |
| Tyler-Stone Wealth Management | 1,284 | $630.8K | 0.12% | +664+107.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,291 | $634.2K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,297 | $637.1K | 0.10% | +345+36.2% | Added |
| Invesco, LLC | 1,301 | $639.1K | 0.25% | 00.0% | Unchanged |
| Q3 Asset Management | 1,302 | $640.0K | 0.15% | +1,302 | New |
| Tradition Wealth Management, LLC | 1,303 | $640.1K | 0.06% | −101−7.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,304 | $640.6K | 0.03% | −608−31.8% | Reduced |
| Bailard, Inc. | 1,308 | $642.6K | 0.02% | +78+6.3% | Added |
| Quent Capital, LLC | 1,318 | $645.7K | 0.07% | −16−1.2% | Reduced |
| Mindset Wealth Management, LLC | 1,315 | $646.0K | 0.27% | +1,315 | New |
| TFC Financial Management | 1,317 | $647.0K | 0.10% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,320 | $648.5K | 0.47% | −25−1.9% | Reduced |
| Advisor OS, LLC | 1,327 | $651.9K | 0.06% | +704+113.0% | Added |
| Ullmann Financial Group, Inc. | 1,329 | $652.9K | 0.08% | +21+1.6% | Added |
| Camden Capital, LLC | 1,330 | $653.6K | 0.07% | −325−19.6% | Reduced |
| PDS Planning, Inc | 1,334 | $655.4K | 0.06% | +43+3.3% | Added |
| Cobblestone Capital Advisors LLC | 1,340 | $658.3K | 0.04% | +114+9.3% | Added |
| Lindbrook Capital, LLC | 1,345 | $660.8K | 0.06% | −245−15.4% | Reduced |
| Resources Management Corp | 1,350 | $663.0K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,351 | $663.7K | 0.03% | +844+166.5% | Added |
| SFE Investment Counsel | 1,354 | $665.2K | 0.14% | −50−3.6% | Reduced |
| Private Wealth Partners, LLC | 1,361 | $668.6K | 0.05% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 1,361 | $668.6K | 0.16% | +1,361 | New |
| Fulton Breakefield Broenniman LLC | 1,362 | $669.1K | 0.05% | −96−6.6% | Reduced |
| Atomi Financial Group, Inc. | 1,363 | $669.4K | 0.04% | +178+15.0% | Added |
| Kovack Advisors, Inc. | 1,388 | $681.9K | 0.07% | +135+10.8% | Added |
| Everpar Advisors LLC | 1,390 | $682.9K | 0.35% | −19−1.3% | Reduced |
| Richard W. Paul & Associates, LLC | 1,397 | $686.3K | 0.25% | −286−17.0% | Reduced |
| L2 Asset Management, LLC | 1,398 | $686.8K | 0.19% | +47+3.5% | Added |
| WSFS Capital Management, LLC | 1,400 | $687.5K | 0.04% | −28−2.0% | Reduced |
| Covenant Partners, LLC | 1,402 | $688.8K | 0.20% | +6+0.4% | Added |
| Blue Fin Capital, Inc. | 1,406 | $690.7K | 0.13% | +60+4.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,409 | $692.2K | 0.14% | +55+4.1% | Added |
| Aviance Capital Partners, LLC | 1,415 | $695.1K | 0.09% | −200−12.4% | Reduced |
| Signal Advisors Wealth, LLC | 1,421 | $698.1K | 0.10% | +1,421 | New |
| Oarsman Capital, Inc. | 1,423 | $699.1K | 0.13% | +141+11.0% | Added |
| LVW Advisors, LLC | 1,429 | $702.0K | 0.09% | +109+8.3% | Added |
| TSFG, LLC | 1,430 | $703.0K | 0.15% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,475 | $706.8K | 0.08% | −186−11.2% | Reduced |
| Guardian Financial Partners, LLC | 1,440 | $707.4K | 0.44% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 1,455 | $714.8K | 0.03% | +1,455 | New |
| Biltmore Family Office, LLC | 1,457 | $715.8K | 0.12% | +60+4.3% | Added |
| Alpha DNA Investment Management LLC | 1,463 | $718.7K | 0.39% | +1,463 | New |
| Choate Investment Advisors | 1,465 | $719.7K | 0.02% | +242+19.8% | Added |
| BSW Wealth Partners | 1,466 | $720.2K | 0.11% | +368+33.5% | Added |
| Truvestments Capital LLC | 1,475 | $724.6K | 0.19% | +186+14.4% | Added |
| Cambridge Advisors Inc. | 1,478 | $726.1K | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,478 | $726.1K | 0.01% | −248−14.4% | Reduced |
| Pure Financial Advisors, Inc. | 1,479 | $726.6K | 0.02% | −27−1.8% | Reduced |
| Norris Perne & French LLP | 1,492 | $733.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,494 | $734.0K | 0.06% | −210−12.3% | Reduced |
| 1776 Wealth LLC | 1,497 | $735.4K | 0.33% | −89−5.6% | Reduced |
| Brophy Wealth Management, LLC | 1,500 | $736.9K | 0.26% | +1,500 | New |
| WBH Advisory Inc | 1,501 | $737.4K | 0.07% | +1+0.1% | Added |
| Davis R M Inc | 1,508 | $740.8K | 0.01% | −14−0.9% | Reduced |
| Aviso Financial Inc. | 1,508 | $740.8K | 0.04% | +59+4.1% | Added |
| LRI Investments, LLC | 1,379 | $741.8K | 0.07% | +70+5.3% | Added |
| Harbour Investments, Inc. | 1,512 | $742.8K | 0.02% | +39+2.6% | Added |
| Empirical Asset Management, LLC | 15,937 | $743.0K | 0.26% | −911−5.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,515 | $744.3K | 0.27% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,518 | $745.7K | 0.02% | −257−14.5% | Reduced |
| Quotient Wealth Partners, LLC | 1,522 | $747.7K | 0.02% | +82+5.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,524 | $748.7K | 0.07% | −50−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,526 | $749.7K | 0.06% | +119+8.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,532 | $752.6K | 0.06% | −89−5.5% | Reduced |
| Secure Asset Management, LLC | 1,534 | $753.8K | 0.13% | +87+6.0% | Added |
| Chicago Trust Co NA | 1,536 | $754.6K | 0.13% | −76−4.7% | Reduced |
| Resurgent Financial Advisors LLC | 1,536 | $754.6K | 0.44% | +1,536 | New |
| Prelude Capital Management, LLC | 1,540 | $756.6K | 0.06% | +90+6.2% | Added |
| Waters Parkerson & Co., LLC | 1,540 | $757.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,581 | $757.6K | 0.08% | +1,336+545.3% | Added |
| Main Street Financial Solutions, LLC | 1,543 | $758.0K | 0.07% | −67−4.2% | Reduced |
| Rehmann Capital Advisory Group | 1,544 | $759.5K | 0.05% | −206−11.8% | Reduced |
| Park National Corp | 1,550 | $761.5K | 0.03% | −214−12.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,551 | $762.0K | 0.09% | +66+4.4% | Added |
| Prosperity Wealth Management, Inc. | 1,565 | $768.8K | 0.31% | +235+17.7% | Added |
| Draper Asset Management, LLC | 1,565 | $768.8K | 0.56% | +440+39.1% | Added |
| J. W. Coons Advisors, LLC | 1,574 | $773.3K | 0.19% | +4+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,576 | $774.2K | 0.06% | +1,576 | New |