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 |
|---|---|---|---|---|---|
| Financial Management Network Inc | 1,100 | $530.1K | 0.11% | +5+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 1,078 | $529.6K | 0.08% | +1,078 | New |
| Sharp Financial Services, LLC | 1,075 | $528.1K | 0.41% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,069 | $525.2K | 0.07% | −1−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 1,070 | $525.0K | 0.05% | +1,070 | New |
| AXS Investments LLC | 1,066 | $523.7K | 0.14% | +17+1.6% | Added |
| Proficio Capital Partners LLC | 1,065 | $523.2K | 0.05% | −568−34.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,063 | $522.2K | 0.33% | +21+2.0% | Added |
| FFT Wealth Management LLC | 1,058 | $519.8K | 0.04% | +247+30.5% | Added |
| Clifford Swan Investment Counsel LLC | 1,050 | $515.8K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,049 | $515.3K | 0.01% | −91−8.0% | Reduced |
| Pictet North America Advisors SA | 1,049 | $515.3K | 0.05% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,046 | $513.9K | 0.00% | +10+1.0% | Added |
| MONECO Advisors, LLC | 1,044 | $512.8K | 0.06% | +59+6.0% | Added |
| Callan Capital, LLC | 1,041 | $511.4K | 0.04% | +379+57.3% | Added |
| EverSource Wealth Advisors, LLC | 1,040 | $510.9K | 0.03% | −117−10.1% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $508.5K | 0.13% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,034 | $508.0K | 0.18% | −17−1.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $505.5K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,028 | $505.0K | 0.13% | +1,028 | New |
| Hall Laurie J Trustee | 1,025 | $504.0K | 0.16% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,026 | $503.8K | 0.02% | −25−2.4% | Reduced |
| Anchor Investment Management, LLC | 1,024 | $503.1K | 0.05% | +15+1.5% | Added |
| Green Square Capital Advisors LLC | 1,049 | $502.7K | 0.07% | +40+4.0% | Added |
| Bank of Stockton | 1,023 | $502.6K | 0.15% | +163+19.0% | Added |
| Accredited Investors Inc. | 1,021 | $501.6K | 0.03% | +1+0.1% | Added |
| Journey Strategic Wealth LLC | 1,020 | $501.1K | 0.02% | +79+8.4% | Added |
| First Affirmative Financial Network | 1,016 | $498.9K | 0.27% | +20+2.0% | Added |
| Palisade Asset Management, LLC | 1,009 | $495.7K | 0.05% | 00.0% | Unchanged |
| Tufton Capital Management | 1,008 | $495.2K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,006 | $494.2K | 0.05% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,004 | $493.2K | 0.18% | −139−12.2% | Reduced |
| Savvy Advisors, Inc. | 1,004 | $493.2K | 0.10% | +1,004 | New |
| Hobbs Group Advisors, LLC | 1,002 | $492.3K | 0.18% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $491.3K | 0.22% | 00.0% | Unchanged |
| David Loasby | 1,024 | $491.1K | 0.05% | +70+7.3% | Added |
| Merriman Wealth Management, LLC | 996 | $489.1K | 0.02% | +8+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 995 | $488.8K | 0.11% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 994 | $488.3K | 0.05% | +123+14.1% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $486.6K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $486.4K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $486.4K | 0.17% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 986 | $484.4K | 0.21% | +56+6.0% | Added |
| Triangle Securities Wealth Management | 980 | $481.4K | 0.12% | −50−4.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 978 | $480.5K | 0.26% | +132+15.6% | Added |
| Acropolis Investment Management, LLC | 977 | $480.0K | 0.03% | +9+0.9% | Added |
| Atlas Brown,Inc. | 974 | $478.5K | 0.17% | −38−3.8% | Reduced |
| Garden State Investment Advisory Services LLC | 974 | $478.5K | 0.15% | +18+1.9% | Added |
| Goepper Burkhardt LLC | 972 | $477.5K | 0.20% | 00.0% | Unchanged |
| West Family Investments, Inc. | 968 | $475.5K | 0.16% | +237+32.4% | Added |
| Perissos Private Wealth Management, LLC | 966 | $474.6K | 0.38% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 965 | $474.1K | 0.16% | +51+5.6% | Added |
| StrongBox Wealth, LLC | 965 | $474.1K | 0.20% | +76+8.5% | Added |
| Avantax Planning Partners, Inc. | 962 | $472.6K | 0.02% | −1,103−53.4% | Reduced |
| Morris Retirement Advisors, LLC | 959 | $471.1K | 0.26% | +214+28.7% | Added |
| Private Trust Co NA | 958 | $470.6K | 0.05% | +486+103.0% | Added |
| Objective Capital Management, LLC | 951 | $467.2K | 0.27% | +951 | New |
| Ledgewood Wealth Advisors, LLC | 950 | $466.7K | 0.31% | +50+5.6% | Added |
| Weybosset Research & Management LLC | 947 | $465.0K | 0.16% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 940 | $461.8K | 0.03% | +65+7.4% | Added |
| Mokosak Advisory Group, LLC | 940 | $461.8K | 0.14% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 936 | $459.8K | 0.35% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 935 | $459.3K | 0.01% | +26+2.9% | Added |
| Avion Wealth | 935 | $459.0K | 0.12% | +7+0.8% | Added |
| Sittner & Nelson, LLC | 934 | $458.8K | 0.21% | −25−2.6% | Reduced |
| Onefund, LLC | 929 | $456.4K | 0.46% | +10+1.1% | Added |
| Dearborn Partners LLC | 927 | $455.4K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 921 | $452.5K | 0.04% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 918 | $451.0K | 0.25% | +11+1.2% | Added |
| Centurion Wealth Management LLC | 914 | $449.0K | 0.14% | +914 | New |
| Three Seasons Wealth, LLC | 908 | $446.1K | 0.23% | +908 | New |
| Visionary Wealth Advisors | 903 | $443.7K | 0.03% | −166−15.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 903 | $443.6K | 0.02% | +57+6.7% | Added |
| Northstar Asset Management LLC | 900 | $442.1K | 0.10% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $442.1K | 0.10% | +900 | New |
| Paragon Private Wealth Management, LLC | 899 | $441.7K | 0.22% | +140+18.4% | Added |
| WESPAC Advisors SoCal, LLC | 889 | $436.7K | 0.10% | −24−2.6% | Reduced |
| Kowal Investment Group, LLC | 889 | $436.7K | 0.08% | +216+32.1% | Added |
| Proactive Wealth Strategies LLC | 887 | $436.0K | 0.24% | +887 | New |
| Clarus Group, Inc. | 885 | $434.8K | 0.18% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 884 | $434.3K | 0.02% | −20−2.2% | Reduced |
| Delta Financial Group, Inc. | 883 | $434.0K | 0.16% | +15+1.7% | Added |
| Fiduciary Financial Group, LLC | 900 | $432.7K | 0.10% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 879 | $431.8K | 0.03% | +80+10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 874 | $429.4K | 0.11% | −7−0.8% | Reduced |
| Kolinsky Wealth Management, LLC | 873 | $428.9K | 0.28% | −147−14.4% | Reduced |
| Strait & Sound Wealth Management LLC | 873 | $428.9K | 0.21% | −83−8.7% | Reduced |
| Creative Capital Management Investments LLC | 873 | $428.9K | 0.18% | +873 | New |
| Glassy Mountain Advisors, Inc. | 868 | $426.4K | 0.15% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 862 | $423.5K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 858 | $421.5K | 0.05% | +229+36.4% | Added |
| Green Alpha Advisors, LLC | 855 | $420.0K | 0.33% | −276−24.4% | Reduced |
| Kercheville Advisors, LLC | 855 | $420.0K | 0.18% | −10−1.2% | Reduced |
| Larson Financial Group LLC | 854 | $419.6K | 0.02% | +378+79.4% | Added |
| Ferguson Wellman Capital Management, Inc | 850 | $417.6K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 844 | $414.6K | 0.16% | +844 | New |
| Trinity Legacy Partners, LLC | 850 | $414.5K | 0.11% | −156−15.5% | Reduced |
| Rollins Financial Advisors, LLC | 842 | $413.6K | 0.07% | 00.0% | Unchanged |
| Holderness Investments Co | 839 | $412.2K | 0.09% | −1−0.1% | Reduced |
| RFG Advisory, LLC | 838 | $411.7K | 0.01% | +838 | New |