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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,836 | $902.0K | 0.03% | +161+9.6% | Added |
| Legacy Capital Wealth Partners, LLC | 1,836 | $901.9K | 0.18% | +913+98.9% | Added |
| Autumn Glory Partners, LLC | 1,834 | $901.7K | 0.35% | +1,084+144.5% | Added |
| Lewis Asset Management, LLC | 1,825 | $896.6K | 0.65% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,823 | $895.6K | 0.49% | −22−1.2% | Reduced |
| Financial Management Professionals, Inc. | 1,819 | $894.0K | 0.11% | +206+12.8% | Added |
| Paradigm Financial Partners, LLC | 1,664 | $893.1K | 0.12% | +143+9.4% | Added |
| 17 Capital Partners, LLC | 1,816 | $892.1K | 0.58% | −368−16.8% | Reduced |
| Geneos Wealth Management Inc. | 1,813 | $890.7K | 0.03% | +675+59.3% | Added |
| Prosperity Consulting Group, LLC | 1,807 | $887.7K | 0.07% | −24−1.3% | 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 |
| GTS Securities LLC | 1,785 | $876.9K | 0.02% | −4,213−70.2% | Reduced |
| First Heartland Consultants, Inc. | 1,771 | $870.0K | 0.09% | +3+0.2% | Added |
| Ellerson Group Inc | 1,770 | $869.5K | 0.68% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,769 | $869.1K | 0.03% | −126−6.6% | Reduced |
| Nia Impact Advisors, LLC | 1,766 | $867.6K | 0.29% | −4−0.2% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,763 | $866.1K | 0.40% | +1,763 | New |
| Financial Advocates Investment Management | 1,760 | $864.6K | 0.05% | −5−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 1,756 | $862.7K | 0.01% | −119−6.3% | Reduced |
| Missouri Trust & Investment Co | 1,755 | $862.2K | 0.30% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,753 | $861.2K | 0.04% | +214+13.9% | Added |
| Pinnacle Associates Ltd | 2,552 | $860.9K | 0.01% | +53+2.1% | Added |
| Retireful, LLC | 1,750 | $859.7K | 0.64% | −612−25.9% | Reduced |
| Moran Wealth Management, LLC | 1,749 | $859.2K | 0.03% | +341+24.2% | Added |
| Pegasus Partners Ltd. | 1,748 | $858.7K | 0.08% | +231+15.2% | Added |
| Sabal Trust CO | 1,722 | $846.0K | 0.05% | +1,722 | New |
| TFB Advisors LLC | 1,718 | $844.0K | 0.25% | +79+4.8% | Added |
| Advisory Alpha, LLC | 1,708 | $839.1K | 0.03% | +291+20.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,701 | $835.9K | 0.03% | +291+20.6% | Added |
| Monetta Financial Services Inc | 1,700 | $835.2K | 0.71% | +1,700 | New |
| All Terrain Financial Advisors, LLC | 1,699 | $834.7K | 0.32% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,697 | $833.7K | 0.00% | −17−1.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,696 | $833.2K | 0.22% | −4−0.2% | Reduced |
| Pallas Capital Advisors LLC | 1,626 | $832.0K | 0.04% | +71+4.6% | Added |
| Dark Forest Capital Management LP | 1,692 | $831.2K | 0.11% | +1,692 | New |
| Morningstar Investment Services LLC | 1,733 | $830.0K | 0.01% | +330+23.5% | Added |
| Private Portfolio Partners LLC | 1,688 | $829.3K | 0.16% | +1,688 | New |
| Davy Global Fund Management Ltd | 1,681 | $825.8K | 0.09% | +64+4.0% | Added |
| Liberty One Investment Management, LLC | 1,672 | $821.4K | 0.08% | −137−7.6% | Reduced |
| DGS Capital Management, LLC | 1,659 | $815.0K | 0.22% | +268+19.3% | Added |
| First Manhattan Co | 1,658 | $814.5K | 0.00% | +48+3.0% | Added |
| Parsons Capital Management Inc | 1,650 | $810.6K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,649 | $810.0K | 0.31% | −215−11.5% | Reduced |
| RB Capital Management, LLC | 1,637 | $804.2K | 0.19% | +5+0.3% | Added |
| Virtue Capital Management, LLC | 1,635 | $803.2K | 0.16% | +117+7.7% | Added |
| Net Worth Advisory Group | 1,628 | $799.8K | 0.24% | +1,628 | New |
| Pine Haven Investment Counsel, Inc | 1,619 | $795.4K | 0.64% | +10+0.6% | Added |
| Argent Financial Group, Inc. | 1,616 | $793.9K | 0.09% | +1,616 | New |
| Childress Capital Advisors, LLC | 1,607 | $789.5K | 0.21% | +28+1.8% | Added |
| Norden Group LLC | 1,604 | $788.0K | 0.09% | +364+29.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,600 | $786.0K | 0.41% | −3,700−69.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,596 | $784.1K | 0.24% | +240+17.7% | Added |
| Monetary Management Group Inc | 1,595 | $783.6K | 0.20% | −300−15.8% | Reduced |
| 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 |
| Campbell & CO Investment Adviser LLC | 1,576 | $774.2K | 0.06% | +1,576 | New |
| J. W. Coons Advisors, LLC | 1,574 | $773.3K | 0.19% | +4+0.3% | 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 |
| Clear Creek Financial Management, LLC | 1,551 | $762.0K | 0.09% | +66+4.4% | Added |
| Park National Corp | 1,550 | $761.5K | 0.03% | −214−12.1% | Reduced |
| Rehmann Capital Advisory Group | 1,544 | $759.5K | 0.05% | −206−11.8% | Reduced |
| Main Street Financial Solutions, LLC | 1,543 | $758.0K | 0.07% | −67−4.2% | Reduced |
| Silver Oak Securities, Inc | 1,581 | $757.6K | 0.08% | +1,336+545.3% | Added |
| Waters Parkerson & Co., LLC | 1,540 | $757.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,540 | $756.6K | 0.06% | +90+6.2% | Added |
| Resurgent Financial Advisors LLC | 1,536 | $754.6K | 0.44% | +1,536 | New |
| Chicago Trust Co NA | 1,536 | $754.6K | 0.13% | −76−4.7% | Reduced |
| Secure Asset Management, LLC | 1,534 | $753.8K | 0.13% | +87+6.0% | Added |
| Beese Fulmer Investment Management, Inc. | 1,532 | $752.6K | 0.06% | −89−5.5% | Reduced |
| Resonant Capital Advisors, LLC | 1,526 | $749.7K | 0.06% | +119+8.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,524 | $748.7K | 0.07% | −50−3.2% | Reduced |
| Quotient Wealth Partners, LLC | 1,522 | $747.7K | 0.02% | +82+5.7% | Added |
| One Capital Management, LLC | 1,518 | $745.7K | 0.02% | −257−14.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,515 | $744.3K | 0.27% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 15,937 | $743.0K | 0.26% | −911−5.4% | Reduced |
| Harbour Investments, Inc. | 1,512 | $742.8K | 0.02% | +39+2.6% | Added |
| LRI Investments, LLC | 1,379 | $741.8K | 0.07% | +70+5.3% | 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 |
| WBH Advisory Inc | 1,501 | $737.4K | 0.07% | +1+0.1% | Added |
| Brophy Wealth Management, LLC | 1,500 | $736.9K | 0.26% | +1,500 | New |
| 1776 Wealth LLC | 1,497 | $735.4K | 0.33% | −89−5.6% | Reduced |
| Verdence Capital Advisors LLC | 1,494 | $734.0K | 0.06% | −210−12.3% | Reduced |
| Norris Perne & French LLP | 1,492 | $733.0K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,479 | $726.6K | 0.02% | −27−1.8% | Reduced |
| Modera Wealth Management, LLC | 1,478 | $726.1K | 0.01% | −248−14.4% | Reduced |
| Cambridge Advisors Inc. | 1,478 | $726.1K | 0.16% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,475 | $724.6K | 0.19% | +186+14.4% | Added |
| BSW Wealth Partners | 1,466 | $720.2K | 0.11% | +368+33.5% | Added |
| Choate Investment Advisors | 1,465 | $719.7K | 0.02% | +242+19.8% | Added |
| Alpha DNA Investment Management LLC | 1,463 | $718.7K | 0.39% | +1,463 | New |
| Biltmore Family Office, LLC | 1,457 | $715.8K | 0.12% | +60+4.3% | Added |
| Platinum Investment Management Ltd | 1,455 | $714.8K | 0.03% | +1,455 | New |
| Guardian Financial Partners, LLC | 1,440 | $707.4K | 0.44% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,475 | $706.8K | 0.08% | −186−11.2% | Reduced |
| TSFG, LLC | 1,430 | $703.0K | 0.15% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,429 | $702.0K | 0.09% | +109+8.3% | Added |
| Oarsman Capital, Inc. | 1,423 | $699.1K | 0.13% | +141+11.0% | Added |