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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 3,405 | $1.67M | 0.33% | +384+12.7% | Added |
| Field & Main Bank | 3,396 | $1.67M | 0.59% | +24+0.7% | Added |
| Clearstead Advisors, LLC | 3,385 | $1.66M | 0.03% | +83+2.5% | Added |
| Ronald Blue Trust, Inc. | 3,733 | $1.66M | 0.02% | −408−9.9% | Reduced |
| Conning Inc. | 3,380 | $1.66M | 0.05% | +814+31.7% | Added |
| J.W. Cole Advisors, Inc. | 3,351 | $1.65M | 0.07% | +584+21.1% | Added |
| Sendero Wealth Management, LLC | 3,345 | $1.64M | 0.26% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 3,333 | $1.64M | 1.76% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,297 | $1.62M | 0.07% | −103−3.0% | Reduced |
| Anfield Capital Management, LLC | 3,290 | $1.62M | 0.62% | +3,276+23,400.0% | Added |
| Smartleaf Asset Management LLC | 3,359 | $1.61M | 0.20% | +983+41.4% | Added |
| Lake Street Advisors Group, LLC | 3,276 | $1.61M | 0.07% | +352+12.0% | Added |
| Fairfield Financial Advisors, LTD | 3,276 | $1.61M | 0.55% | +594+22.1% | Added |
| Strategic Blueprint, LLC | 3,256 | $1.60M | 0.10% | −369−10.2% | Reduced |
| Strategy Asset Managers LLC | 3,254 | $1.60M | 0.31% | +1,231+60.9% | Added |
| GraniteShares Advisors LLC | 3,250 | $1.60M | 1.08% | −394−10.8% | Reduced |
| Equitable Trust Co | 3,248 | $1.60M | 0.10% | −432−11.7% | Reduced |
| Quadcap Wealth Management, LLC | 3,243 | $1.59M | 0.25% | +74+2.3% | Added |
| Souders Financial Advisors | 3,236 | $1.59M | 0.22% | +2,220+218.5% | Added |
| Penserra Capital Management LLC | 3,232 | $1.59M | 0.03% | −1,548−32.4% | Reduced |
| Money Concepts Capital Corp | 3,230 | $1.59M | 0.12% | −10−0.3% | Reduced |
| GeoWealth Management, LLC | 3,197 | $1.57M | 0.06% | −128−3.8% | Reduced |
| SpiderRock Advisors, LLC | 3,174 | $1.56M | 0.03% | +800+33.7% | Added |
| K.J. Harrison & Partners Inc | 3,000 | $1.56M | 0.24% | −24−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 3,165 | $1.55M | 0.20% | −15−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,093 | $1.52M | 0.14% | 00.0% | Unchanged |
| Churchill Management Corp | 3,072 | $1.51M | 0.02% | −661−17.7% | Reduced |
| Fulton Bank, N.A. | 3,070 | $1.51M | 0.06% | +211+7.4% | Added |
| Gilbert & Cook, Inc. | 3,068 | $1.51M | 0.21% | −96−3.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,068 | $1.51M | 0.08% | +73+2.4% | Added |
| Sectoral Asset Management Inc | 3,050 | $1.50M | 0.89% | −2,350−43.5% | Reduced |
| Napa Wealth Management | 3,049 | $1.50M | 0.71% | +2,417+382.4% | Added |
| Everhart Financial Group, Inc. | 3,046 | $1.50M | 0.33% | +368+13.7% | Added |
| Kinneret Advisory, LLC | 3,037 | $1.49M | 0.14% | −39−1.3% | Reduced |
| Riverpark Capital Management LLC | 3,027 | $1.49M | 2.70% | −2,040−40.3% | Reduced |
| Jackson Square Capital, LLC | 2,992 | $1.47M | 0.36% | −16−0.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,972 | $1.46M | 0.08% | +26+0.9% | Added |
| Umpqua Bank | 2,942 | $1.45M | 0.53% | −174−5.6% | Reduced |
| Brighton Jones LLC | 2,941 | $1.45M | 0.05% | −6,217−67.9% | Reduced |
| Axq Capital, LP | 2,941 | $1.44M | 0.44% | +2,941 | New |
| Midwest Professional Planners, LTD. | 2,933 | $1.44M | 0.44% | +344+13.3% | Added |
| Checchi Capital Advisers, LLC | 2,923 | $1.44M | 0.11% | +24+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,923 | $1.44M | 0.08% | +2,283+356.7% | Added |
| Insight Inv LLC | 2,920 | $1.43M | 1.20% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,919 | $1.43M | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,911 | $1.43M | 0.60% | +170+6.2% | Added |
| Farther Finance Advisors, LLC | 2,900 | $1.42M | 0.05% | +754+35.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,892 | $1.42M | 0.12% | +92+3.3% | Added |
| Ironwood Investment Counsel, LLC | 2,887 | $1.42M | 0.24% | −12−0.4% | Reduced |
| Country Club Bank | 2,940 | $1.41M | 0.09% | −91−3.0% | Reduced |
| Wealth Alliance | 2,857 | $1.40M | 0.17% | +61+2.2% | Added |
| SageView Advisory Group, LLC | 2,843 | $1.40M | 0.07% | −1,299−31.4% | Reduced |
| Skopos Labs, Inc. | 2,816 | $1.38M | 0.46% | +208+8.0% | Added |
| Stonegate Investment Group, LLC | 2,815 | $1.38M | 0.04% | +115+4.3% | Added |
| Stock Yards Bank & Trust Co | 2,800 | $1.38M | 0.04% | −117−4.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,790 | $1.37M | 0.10% | −1,050−27.3% | Reduced |
| Leonteq Securities AG | 2,786 | $1.37M | 0.16% | −219−7.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,784 | $1.37M | 0.22% | −2−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,776 | $1.36M | 0.12% | −470−14.5% | Reduced |
| Worth Asset Management, LLC | 2,775 | $1.36M | 0.74% | +2,775 | New |
| Vaughan Nelson Investment Management, L.P. | 2,770 | $1.36M | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,761 | $1.36M | 0.16% | −461−14.3% | Reduced |
| Advisors Capital Management, LLC | 2,747 | $1.35M | 0.02% | +39+1.4% | Added |
| Schrum Private Wealth Management LLC | 2,738 | $1.35M | 0.70% | +169+6.6% | Added |
| TB Alternative Assets Ltd. | 2,720 | $1.34M | 0.32% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,689 | $1.32M | 0.24% | −117−4.2% | Reduced |
| Marcum Wealth, LLC | 2,689 | $1.32M | 0.12% | +29+1.1% | Added |
| Circle Wealth Management, LLC | 2,681 | $1.32M | 0.03% | −230−7.9% | Reduced |
| Vise Technologies, Inc. | 2,669 | $1.31M | 0.17% | +2,026+315.1% | Added |
| Catalina Capital Group, LLC | 2,668 | $1.31M | 0.44% | +166+6.6% | Added |
| Brown Brothers Harriman & Co | 2,659 | $1.31M | 0.01% | +431+19.3% | Added |
| Transcend Wealth Collective, LLC | 2,656 | $1.31M | 0.09% | −659−19.9% | Reduced |
| Change Path, LLC | 2,655 | $1.30M | 0.04% | +372+16.3% | Added |
| Wallace Hart LLC | 2,636 | $1.29M | 0.97% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,608 | $1.28M | 0.30% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,594 | $1.27M | 0.06% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,589 | $1.27M | 0.02% | −32−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,583 | $1.27M | 0.02% | −5,602−68.4% | Reduced |
| Belpointe Asset Management LLC | 2,579 | $1.27M | 0.08% | −118−4.4% | Reduced |
| Harbert Fund Advisors, Inc. | 2,575 | $1.27M | 1.02% | +75+3.0% | Added |
| Synovus Financial Corp | 2,572 | $1.26M | 0.01% | +28+1.1% | Added |
| Chicago Partners Investment Group LLC | 2,461 | $1.26M | 0.04% | +33+1.4% | Added |
| Western Financial Corp | 2,567 | $1.26M | 0.72% | +2,567 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,563 | $1.26M | 0.17% | −230−8.2% | Reduced |
| Brass Tax Wealth Management, Inc | 2,558 | $1.26M | 0.27% | +56+2.2% | Added |
| Fielder Capital Group LLC | 2,549 | $1.25M | 0.41% | +5+0.2% | Added |
| Lebenthal Global Advisors, LLC | 2,547 | $1.25M | 0.25% | +218+9.4% | Added |
| Great Valley Advisor Group, Inc. | 2,543 | $1.25M | 0.03% | +66+2.7% | Added |
| Alps Advisors Inc | 2,537 | $1.25M | 0.01% | −898−26.1% | Reduced |
| Geller Advisors LLC | 2,528 | $1.24M | 0.09% | −1,046−29.3% | Reduced |
| Tiaa Trust, National Association | 2,515 | $1.24M | 0.00% | +54+2.2% | Added |
| Stone Run Capital, LLC | 2,500 | $1.23M | 0.46% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,500 | $1.23M | 0.00% | +2,500 | New |
| Institute for Wealth Management, LLC. | 2,497 | $1.23M | 0.15% | −247−9.0% | Reduced |
| Graypoint LLC | 2,496 | $1.23M | 0.08% | +175+7.5% | Added |
| Clarkston Capital Partners, LLC | 2,482 | $1.22M | 0.02% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,475 | $1.22M | 0.39% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,447 | $1.20M | 0.05% | −6−0.2% | Reduced |
| Aaron Wealth Advisors | 2,437 | $1.20M | 0.14% | +533+28.0% | Added |
| Guardian Wealth Advisors, LLC | 2,432 | $1.19M | 0.13% | −7−0.3% | Reduced |