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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 1,421 | $698.1K | 0.10% | +1,421 | New |
| Aviance Capital Partners, LLC | 1,415 | $695.1K | 0.09% | −200−12.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,409 | $692.2K | 0.14% | +55+4.1% | Added |
| Blue Fin Capital, Inc. | 1,406 | $690.7K | 0.13% | +60+4.5% | Added |
| Covenant Partners, LLC | 1,402 | $688.8K | 0.20% | +6+0.4% | Added |
| WSFS Capital Management, LLC | 1,400 | $687.5K | 0.04% | −28−2.0% | Reduced |
| L2 Asset Management, LLC | 1,398 | $686.8K | 0.19% | +47+3.5% | Added |
| Richard W. Paul & Associates, LLC | 1,397 | $686.3K | 0.25% | −286−17.0% | Reduced |
| Everpar Advisors LLC | 1,390 | $682.9K | 0.35% | −19−1.3% | Reduced |
| Kovack Advisors, Inc. | 1,388 | $681.9K | 0.07% | +135+10.8% | Added |
| Atomi Financial Group, Inc. | 1,363 | $669.4K | 0.04% | +178+15.0% | Added |
| Fulton Breakefield Broenniman LLC | 1,362 | $669.1K | 0.05% | −96−6.6% | 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 |
| SFE Investment Counsel | 1,354 | $665.2K | 0.14% | −50−3.6% | Reduced |
| Venturi Wealth Management, LLC | 1,351 | $663.7K | 0.03% | +844+166.5% | Added |
| Resources Management Corp | 1,350 | $663.0K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,345 | $660.8K | 0.06% | −245−15.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,340 | $658.3K | 0.04% | +114+9.3% | Added |
| PDS Planning, Inc | 1,334 | $655.4K | 0.06% | +43+3.3% | Added |
| Camden Capital, LLC | 1,330 | $653.6K | 0.07% | −325−19.6% | Reduced |
| Ullmann Financial Group, Inc. | 1,329 | $652.9K | 0.08% | +21+1.6% | Added |
| Advisor OS, LLC | 1,327 | $651.9K | 0.06% | +704+113.0% | Added |
| KRS Capital Management, LLC | 1,320 | $648.5K | 0.47% | −25−1.9% | Reduced |
| TFC Financial Management | 1,317 | $647.0K | 0.10% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,315 | $646.0K | 0.27% | +1,315 | New |
| Quent Capital, LLC | 1,318 | $645.7K | 0.07% | −16−1.2% | Reduced |
| Bailard, Inc. | 1,308 | $642.6K | 0.02% | +78+6.3% | Added |
| Ameritas Advisory Services, LLC | 1,304 | $640.6K | 0.03% | −608−31.8% | Reduced |
| Tradition Wealth Management, LLC | 1,303 | $640.1K | 0.06% | −101−7.2% | Reduced |
| Q3 Asset Management | 1,302 | $640.0K | 0.15% | +1,302 | New |
| Invesco, LLC | 1,301 | $639.1K | 0.25% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,297 | $637.1K | 0.10% | +345+36.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,291 | $634.2K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,284 | $630.8K | 0.12% | +664+107.1% | Added |
| Wealthspire Advisors, LLC | 1,279 | $628.3K | 0.01% | +134+11.7% | Added |
| Focus Financial Network, Inc. | 1,273 | $625.6K | 0.03% | +160+14.4% | Added |
| Personal Cfo Solutions, LLC | 1,272 | $624.9K | 0.09% | −36−2.8% | Reduced |
| American State Bank (Iowa) | 1,268 | $622.9K | 0.38% | −9−0.7% | Reduced |
| Austin Private Wealth, LLC | 1,264 | $621.0K | 0.06% | +367+40.9% | Added |
| First Business Financial Services, Inc. | 1,251 | $614.6K | 0.06% | +12+1.0% | Added |
| Gryphon Financial Partners LLC | 1,250 | $614.1K | 0.08% | −201−13.9% | Reduced |
| AlphaCentric Advisors LLC | 1,250 | $614.1K | 0.46% | −750−37.5% | Reduced |
| Drive Wealth Management, LLC | 1,249 | $613.7K | 0.16% | −8−0.6% | Reduced |
| Investmark Advisory Group LLC | 1,247 | $612.6K | 0.30% | +15+1.2% | 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 |
| True North Advisors, LLC | 1,232 | $605.5K | 0.16% | +25+2.1% | Added |
| ABLE Financial Group, LLC | 1,230 | $604.3K | 0.19% | +1,230 | New |
| Planning Center, Inc. | 1,217 | $597.9K | 0.07% | +16+1.3% | Added |
| Claro Advisors LLC | 1,213 | $595.9K | 0.08% | +310+34.3% | Added |
| Mitchell Sinkler & Starr | 1,210 | $594.4K | 0.15% | +36+3.1% | Added |
| KPP Advisory Services LLC | 1,208 | $593.5K | 0.14% | 00.0% | Unchanged |
| RHS Financial, LLC | 1,199 | $589.0K | 0.30% | +1,199 | New |
| Corton Capital Inc. | 1,198 | $588.5K | 0.29% | +1,198 | New |
| Wesbanco Bank Inc | 1,197 | $588.1K | 0.02% | +4+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,193 | $586.1K | 0.01% | −20,202−94.4% | Reduced |
| Yarbrough Capital, LLC | 1,190 | $584.6K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,189 | $584.1K | 0.22% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,184 | $581.7K | 0.48% | +1,184 | New |
| Apriem Advisors | 1,183 | $581.2K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,182 | $580.7K | 0.10% | −17−1.4% | Reduced |
| Interchange Capital Partners, LLC | 1,181 | $580.2K | 0.21% | −16−1.3% | Reduced |
| Sunbelt Securities, Inc. | 1,179 | $579.2K | 0.06% | −344−22.6% | Reduced |
| Contravisory Investment Management, Inc. | 1,174 | $576.8K | 0.12% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,172 | $575.8K | 0.13% | −8−0.7% | Reduced |
| Simplicity Wealth,LLC | 1,171 | $575.4K | 0.05% | −26,975−95.8% | Reduced |
| Portside Wealth Group, LLC | 1,165 | $572.3K | 0.10% | +156+15.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,164 | $571.8K | 0.25% | +212+22.3% | Added |
| Bordeaux Wealth Advisors LLC | 1,161 | $570.4K | 0.10% | +28+2.5% | Added |
| Moors & Cabot, Inc. | 1,159 | $569.4K | 0.03% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,158 | $568.9K | 0.19% | −60−4.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,158 | $568.8K | 0.16% | +186+19.1% | Added |
| Beacon Financial Group | 1,155 | $567.4K | 0.06% | +189+19.6% | Added |
| Rossmore Private Capital | 1,153 | $566.4K | 0.07% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,150 | $565.0K | 0.24% | −100−8.0% | Reduced |
| Navalign, LLC | 1,150 | $565.0K | 0.17% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,148 | $564.0K | 0.02% | +90+8.5% | Added |
| Capital Market Strategies LLC | 1,147 | $563.5K | 0.34% | −19−1.6% | Reduced |
| Wolff Wiese Magana LLC | 1,145 | $562.5K | 0.38% | +30+2.7% | Added |
| Cromwell Holdings LLC | 1,144 | $562.0K | 0.36% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,144 | $562.0K | 0.07% | +7+0.6% | Added |
| LJI Wealth Management, LLC | 1,140 | $560.0K | 0.11% | +16+1.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,139 | $559.0K | 0.06% | +1,139 | New |
| GPS Wealth Strategies Group, LLC | 1,132 | $556.1K | 0.07% | −353−23.8% | Reduced |
| Trueblood Wealth Management, LLC | 1,132 | $556.1K | 0.28% | +53+4.9% | Added |
| Revolve Wealth Partners, LLC | 1,130 | $555.1K | 0.08% | −1−0.1% | Reduced |
| Northcape Capital Pty Ltd | 1,119 | $550.0K | 0.08% | −676−37.7% | Reduced |
| TrinityPoint Wealth, LLC | 1,118 | $549.2K | 0.08% | +6+0.5% | Added |
| 44 Wealth Management LLC | 1,064 | $545.4K | 0.19% | +1,064 | New |
| 9258 Wealth Management, LLC | 1,109 | $544.8K | 0.08% | −6−0.5% | Reduced |
| Two Sigma Securities, LLC | 1,101 | $540.9K | 0.04% | −899−45.0% | Reduced |
| Investment Partners, Ltd. | 1,101 | $540.9K | 0.23% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,100 | $540.4K | 0.36% | +1,100 | New |
| Kapstone Financial Advisors LLC | 1,122 | $537.6K | 0.33% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,093 | $537.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,091 | $536.0K | 0.19% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,089 | $535.0K | 0.19% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,085 | $533.0K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,084 | $532.5K | 0.04% | +14+1.3% | Added |