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 |
|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | 1,580 | $776.2K | 0.38% | −25−1.6% | Reduced |
| SPC Financial, Inc. | 1,580 | $776.2K | 0.07% | +6+0.4% | Added |
| Monetary Management Group Inc | 1,595 | $783.6K | 0.20% | −300−15.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,596 | $784.1K | 0.24% | +240+17.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,600 | $786.0K | 0.41% | −3,700−69.8% | Reduced |
| Norden Group LLC | 1,604 | $788.0K | 0.09% | +364+29.4% | Added |
| Childress Capital Advisors, LLC | 1,607 | $789.5K | 0.21% | +28+1.8% | Added |
| Argent Financial Group, Inc. | 1,616 | $793.9K | 0.09% | +1,616 | New |
| Pine Haven Investment Counsel, Inc | 1,619 | $795.4K | 0.64% | +10+0.6% | Added |
| Net Worth Advisory Group | 1,628 | $799.8K | 0.24% | +1,628 | New |
| Virtue Capital Management, LLC | 1,635 | $803.2K | 0.16% | +117+7.7% | Added |
| RB Capital Management, LLC | 1,637 | $804.2K | 0.19% | +5+0.3% | Added |
| OneAscent Wealth Management LLC | 1,649 | $810.0K | 0.31% | −215−11.5% | Reduced |
| Parsons Capital Management Inc | 1,650 | $810.6K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,658 | $814.5K | 0.00% | +48+3.0% | Added |
| DGS Capital Management, LLC | 1,659 | $815.0K | 0.22% | +268+19.3% | Added |
| Liberty One Investment Management, LLC | 1,672 | $821.4K | 0.08% | −137−7.6% | Reduced |
| Davy Global Fund Management Ltd | 1,681 | $825.8K | 0.09% | +64+4.0% | Added |
| Private Portfolio Partners LLC | 1,688 | $829.3K | 0.16% | +1,688 | New |
| Morningstar Investment Services LLC | 1,733 | $830.0K | 0.01% | +330+23.5% | Added |
| Dark Forest Capital Management LP | 1,692 | $831.2K | 0.11% | +1,692 | New |
| Pallas Capital Advisors LLC | 1,626 | $832.0K | 0.04% | +71+4.6% | Added |
| Elevated Capital Advisors, LLC | 1,696 | $833.2K | 0.22% | −4−0.2% | Reduced |
| Empower Advisory Group, LLC | 1,697 | $833.7K | 0.00% | −17−1.0% | Reduced |
| All Terrain Financial Advisors, LLC | 1,699 | $834.7K | 0.32% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,700 | $835.2K | 0.71% | +1,700 | New |
| NorthCrest Asset Manangement, LLC | 1,701 | $835.9K | 0.03% | +291+20.6% | Added |
| Advisory Alpha, LLC | 1,708 | $839.1K | 0.03% | +291+20.5% | Added |
| TFB Advisors LLC | 1,718 | $844.0K | 0.25% | +79+4.8% | Added |
| Sabal Trust CO | 1,722 | $846.0K | 0.05% | +1,722 | New |
| Pegasus Partners Ltd. | 1,748 | $858.7K | 0.08% | +231+15.2% | Added |
| Moran Wealth Management, LLC | 1,749 | $859.2K | 0.03% | +341+24.2% | Added |
| Retireful, LLC | 1,750 | $859.7K | 0.64% | −612−25.9% | Reduced |
| Pinnacle Associates Ltd | 2,552 | $860.9K | 0.01% | +53+2.1% | Added |
| Integrated Advisors Network LLC | 1,753 | $861.2K | 0.04% | +214+13.9% | Added |
| Missouri Trust & Investment Co | 1,755 | $862.2K | 0.30% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,756 | $862.7K | 0.01% | −119−6.3% | Reduced |
| Financial Advocates Investment Management | 1,760 | $864.6K | 0.05% | −5−0.3% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,763 | $866.1K | 0.40% | +1,763 | New |
| Nia Impact Advisors, LLC | 1,766 | $867.6K | 0.29% | −4−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,769 | $869.1K | 0.03% | −126−6.6% | Reduced |
| Ellerson Group Inc | 1,770 | $869.5K | 0.68% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,771 | $870.0K | 0.09% | +3+0.2% | Added |
| GTS Securities LLC | 1,785 | $876.9K | 0.02% | −4,213−70.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,805 | $886.7K | 0.07% | +3+0.2% | Added |
| Miracle Mile Advisors, LLC | 1,805 | $886.7K | 0.02% | +129+7.7% | Added |
| Prosperity Consulting Group, LLC | 1,807 | $887.7K | 0.07% | −24−1.3% | Reduced |
| Geneos Wealth Management Inc. | 1,813 | $890.7K | 0.03% | +675+59.3% | Added |
| 17 Capital Partners, LLC | 1,816 | $892.1K | 0.58% | −368−16.8% | Reduced |
| Paradigm Financial Partners, LLC | 1,664 | $893.1K | 0.12% | +143+9.4% | Added |
| Financial Management Professionals, Inc. | 1,819 | $894.0K | 0.11% | +206+12.8% | Added |
| Patron Partners Advisors, LLC | 1,823 | $895.6K | 0.49% | −22−1.2% | Reduced |
| Lewis Asset Management, LLC | 1,825 | $896.6K | 0.65% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,834 | $901.7K | 0.35% | +1,084+144.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,836 | $901.9K | 0.18% | +913+98.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,836 | $902.0K | 0.03% | +161+9.6% | Added |
| Sage Mountain Advisors LLC | 1,844 | $905.7K | 0.08% | +89+5.1% | Added |
| Mutual Advisors, LLC | 1,776 | $908.7K | 0.03% | +450+33.9% | Added |
| Catalyst Financial Partners LLC | 1,852 | $909.8K | 0.18% | +85+4.8% | Added |
| Creekmur Asset Management LLC | 1,854 | $910.8K | 0.21% | +1,377+288.7% | Added |
| Clarius Group, LLC | 1,869 | $914.7K | 0.06% | −98−5.0% | Reduced |
| CX Institutional | 1,873 | $920.1K | 0.04% | +28+1.5% | Added |
| Northern Oak Wealth Management Inc | 1,877 | $922.1K | 0.11% | −525−21.9% | Reduced |
| Wormser Freres Gestion | 1,914 | $923.1K | 0.56% | −127−6.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,894 | $930.5K | 0.03% | −108−5.4% | Reduced |
| Avitas Wealth Management LLC | 1,909 | $937.8K | 0.13% | −138−6.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,920 | $943.2K | 0.10% | −8−0.4% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,932 | $949.1K | 1.86% | +168+9.5% | Added |
| Park Place Capital Corp | 1,938 | $952.1K | 0.27% | +105+5.7% | Added |
| Essex Financial Services, Inc. | 1,841 | $952.7K | 0.07% | +187+11.3% | Added |
| SeaCrest Wealth Management, LLC | 1,940 | $953.1K | 0.10% | −41−2.1% | Reduced |
| Heritage Wealth Advisors | 1,942 | $954.0K | 0.04% | −50−2.5% | Reduced |
| NBT Bank N A | 1,945 | $955.5K | 0.06% | +264+15.7% | Added |
| Michael B. Yongue | 1,958 | $961.9K | 0.77% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,958 | $961.9K | 0.11% | +168+9.4% | Added |
| Forum Financial Management, LP | 1,966 | $965.8K | 0.02% | +35+1.8% | Added |
| Simon Quick Advisors, LLC | 1,972 | $968.8K | 0.06% | +152+8.4% | Added |
| Centennial Bank | 1,978 | $971.7K | 0.45% | −33−1.6% | Reduced |
| Wealth Management Partners, LLC | 1,979 | $972.2K | 0.45% | +34+1.7% | Added |
| WealthPlan Investment Management, LLC | 1,983 | $974.2K | 0.10% | +513+34.9% | Added |
| Mather Group, LLC. | 1,993 | $979.2K | 0.01% | −378−15.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,000 | $982.5K | 0.12% | 00.0% | Unchanged |
| NCP Inc. | 2,000 | $982.5K | 0.56% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $982.5K | 0.44% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,005 | $985.0K | 0.08% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,006 | $985.5K | 0.46% | −247−11.0% | Reduced |
| Zega Financial, LLC | 2,020 | $992.4K | 0.33% | −164−7.5% | Reduced |
| Balboa Wealth Partners | 2,035 | $999.5K | 0.25% | −2,187−51.8% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $1.00M | 0.62% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,049 | $1.01M | 0.11% | +91+4.6% | Added |
| JGP Wealth Management, LLC | 2,051 | $1.01M | 0.13% | +84+4.3% | Added |
| Centaurus Financial, Inc. | 2,053 | $1.01M | 0.06% | −624−23.3% | Reduced |
| Chapman Investment Management, LLC | 2,057 | $1.01M | 0.74% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,061 | $1.01M | 0.02% | −82−3.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,069 | $1.02M | 0.13% | +105+5.3% | Added |
| Dana Investment Advisors, Inc. | 2,071 | $1.02M | 0.03% | +167+8.8% | Added |
| Csenge Advisory Group | 2,101 | $1.02M | 0.05% | +887+73.1% | Added |
| Martin Currie Ltd | 2,089 | $1.02M | 0.04% | +16+0.8% | Added |
| LaFleur & Godfrey LLC | 2,079 | $1.02M | 0.14% | −22−1.0% | Reduced |
| Founders Financial Securities LLC | 2,083 | $1.02M | 0.09% | −56−2.6% | Reduced |