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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 7,451 | $1.19M | 0.01% | +5,308+247.7% | Added |
| IHT Wealth Management, LLC | 2,427 | $1.19M | 0.03% | +613+33.8% | Added |
| BTC Capital Management, Inc. | 2,418 | $1.19M | 0.11% | −118−4.7% | Reduced |
| United Advisor Group, LLC | 2,416 | $1.19M | 0.27% | +84+3.6% | Added |
| IPG Investment Advisors LLC | 2,395 | $1.18M | 0.26% | +2,395 | New |
| AlphaQ Advisors LLC | 2,393 | $1.18M | 3.28% | −109−4.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,387 | $1.17M | 0.25% | +2,387 | New |
| Trust Co of Virginia | 2,385 | $1.17M | 0.10% | −36−1.5% | Reduced |
| United Asset Strategies, Inc. | 2,381 | $1.17M | 0.11% | −24−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,381 | $1.17M | 0.12% | +9+0.4% | Added |
| Fidelis Capital Partners, LLC | 2,276 | $1.17M | 0.14% | −162−6.6% | Reduced |
| NVWM, LLC | 2,370 | $1.16M | 0.30% | −16−0.7% | Reduced |
| Weaver Capital Management LLC | 2,329 | $1.14M | 0.34% | +565+32.0% | Added |
| Manchester Capital Management LLC | 2,316 | $1.14M | 0.13% | +2+0.1% | Added |
| Chesapeake Wealth Management | 2,312 | $1.14M | 0.39% | +50+2.2% | Added |
| Harrington Investments, INC | 2,298 | $1.13M | 0.62% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,278 | $1.12M | 0.02% | −36−1.6% | Reduced |
| Rowland & Co Investment Counsel | 2,278 | $1.12M | 0.23% | +170+8.1% | Added |
| Guerra Pan Advisors, LLC | 2,262 | $1.11M | 0.89% | +19+0.8% | Added |
| Catalytic Wealth RIA, LLC | 2,259 | $1.11M | 0.19% | −38−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 2,247 | $1.10M | 0.06% | 00.0% | Unchanged |
| S&CO Inc | 2,245 | $1.10M | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 2,243 | $1.10M | 0.03% | −66−2.9% | Reduced |
| Liberty Capital Management, Inc. | 2,240 | $1.10M | 0.24% | +250+12.6% | Added |
| SWS Partners | 2,240 | $1.10M | 0.35% | −1,142−33.8% | Reduced |
| AMG National Trust Bank | 2,237 | $1.10M | 0.03% | −37−1.6% | Reduced |
| CBOE Vest Financial, LLC | 2,232 | $1.10M | 0.02% | +1,494+202.4% | Added |
| Altfest L J & Co Inc | 2,231 | $1.10M | 0.15% | +268+13.7% | Added |
| Western Pacific Wealth Management, LP | 2,230 | $1.10M | 0.73% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,210 | $1.09M | 0.40% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,207 | $1.08M | 0.08% | +56+2.6% | Added |
| Bellecapital International Ltd. | 2,201 | $1.08M | 0.21% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 2,200 | $1.08M | 0.18% | 00.0% | Unchanged |
| Capital Management Associates | 2,200 | $1.08M | 1.20% | +2,200 | New |
| Arcadia Investment Management Corp | 2,200 | $1.08M | 0.18% | +2,200 | New |
| Tiemann Investment Advisors, LLC | 2,197 | $1.08M | 0.47% | −150−6.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,179 | $1.07M | 0.20% | +2,179 | New |
| Senator Investment Group LP | 2,174 | $1.07M | 0.05% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,164 | $1.06M | 0.04% | −209−8.8% | Reduced |
| Hemington Wealth Management | 2,111 | $1.06M | 0.29% | −20−0.9% | Reduced |
| Heartland Bank & Trust Co | 2,162 | $1.06M | 0.57% | −82−3.7% | Reduced |
| OneAscent Financial Services LLC | 2,161 | $1.06M | 0.76% | +98+4.8% | Added |
| IFP Advisors, Inc | 2,161 | $1.06M | 0.04% | +192+9.8% | Added |
| Ellevest, Inc. | 2,155 | $1.06M | 0.06% | +21+1.0% | Added |
| FCG Investment Co | 2,150 | $1.06M | 0.69% | +2,150 | New |
| Parnassus Investments | 2,133 | $1.05M | 0.00% | +574+36.8% | Added |
| Alpha Family Trust | 2,125 | $1.04M | 0.58% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,125 | $1.04M | 0.07% | +92+4.5% | Added |
| Oak Thistle LLC | 2,115 | $1.04M | 0.34% | +2,115 | New |
| Coastal Investment Advisors, Inc. | 2,119 | $1.03M | 0.48% | +93+4.6% | Added |
| Atlas Wealth Partners, LLC | 2,100 | $1.03M | 1.57% | 00.0% | Unchanged |
| Trust Point Inc. | 2,100 | $1.03M | 0.08% | +427+25.5% | Added |
| Mendel Money Management | 2,100 | $1.03M | 0.45% | +78+3.9% | Added |
| Moseley Investment Management Inc | 2,088 | $1.03M | 0.41% | −56−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,088 | $1.03M | 0.17% | +112+5.7% | Added |
| Allegheny Financial Group LTD | 2,087 | $1.03M | 0.25% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,083 | $1.02M | 0.09% | −56−2.6% | Reduced |
| LaFleur & Godfrey LLC | 2,079 | $1.02M | 0.14% | −22−1.0% | Reduced |
| Martin Currie Ltd | 2,089 | $1.02M | 0.04% | +16+0.8% | Added |
| Csenge Advisory Group | 2,101 | $1.02M | 0.05% | +887+73.1% | Added |
| Dana Investment Advisors, Inc. | 2,071 | $1.02M | 0.03% | +167+8.8% | Added |
| Perennial Investment Advisors, LLC | 2,069 | $1.02M | 0.13% | +105+5.3% | Added |
| Ancora Advisors, LLC | 2,061 | $1.01M | 0.02% | −82−3.8% | Reduced |
| Chapman Investment Management, LLC | 2,057 | $1.01M | 0.74% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,053 | $1.01M | 0.06% | −624−23.3% | Reduced |
| JGP Wealth Management, LLC | 2,051 | $1.01M | 0.13% | +84+4.3% | Added |
| Caldwell Trust Co | 2,049 | $1.01M | 0.11% | +91+4.6% | Added |
| Beacon Financial Planning, Inc | 2,044 | $1.00M | 0.62% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,035 | $999.5K | 0.25% | −2,187−51.8% | Reduced |
| Zega Financial, LLC | 2,020 | $992.4K | 0.33% | −164−7.5% | Reduced |
| Virtus ETF Advisers LLC | 2,006 | $985.5K | 0.46% | −247−11.0% | Reduced |
| Eqis Capital Management, Inc. | 2,005 | $985.0K | 0.08% | 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 |
| PKO Investment Management Joint-Stock Co | 2,000 | $982.5K | 0.12% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,993 | $979.2K | 0.01% | −378−15.9% | Reduced |
| WealthPlan Investment Management, LLC | 1,983 | $974.2K | 0.10% | +513+34.9% | Added |
| Wealth Management Partners, LLC | 1,979 | $972.2K | 0.45% | +34+1.7% | Added |
| Centennial Bank | 1,978 | $971.7K | 0.45% | −33−1.6% | Reduced |
| Simon Quick Advisors, LLC | 1,972 | $968.8K | 0.06% | +152+8.4% | Added |
| Forum Financial Management, LP | 1,966 | $965.8K | 0.02% | +35+1.8% | 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 |
| NBT Bank N A | 1,945 | $955.5K | 0.06% | +264+15.7% | Added |
| Heritage Wealth Advisors | 1,942 | $954.0K | 0.04% | −50−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,940 | $953.1K | 0.10% | −41−2.1% | Reduced |
| Essex Financial Services, Inc. | 1,841 | $952.7K | 0.07% | +187+11.3% | Added |
| Park Place Capital Corp | 1,938 | $952.1K | 0.27% | +105+5.7% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,932 | $949.1K | 1.86% | +168+9.5% | Added |
| Ausdal Financial Partners, Inc. | 1,920 | $943.2K | 0.10% | −8−0.4% | Reduced |
| Avitas Wealth Management LLC | 1,909 | $937.8K | 0.13% | −138−6.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,894 | $930.5K | 0.03% | −108−5.4% | Reduced |
| Wormser Freres Gestion | 1,914 | $923.1K | 0.56% | −127−6.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,877 | $922.1K | 0.11% | −525−21.9% | Reduced |
| CX Institutional | 1,873 | $920.1K | 0.04% | +28+1.5% | Added |
| Clarius Group, LLC | 1,869 | $914.7K | 0.06% | −98−5.0% | Reduced |
| Creekmur Asset Management LLC | 1,854 | $910.8K | 0.21% | +1,377+288.7% | Added |
| Catalyst Financial Partners LLC | 1,852 | $909.8K | 0.18% | +85+4.8% | Added |
| Mutual Advisors, LLC | 1,776 | $908.7K | 0.03% | +450+33.9% | Added |
| Sage Mountain Advisors LLC | 1,844 | $905.7K | 0.08% | +89+5.1% | Added |