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
- 1,955
- +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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 837 | $411.2K | 0.14% | −187−18.3% | Reduced |
| Finer Wealth Management, Inc. | 837 | $411.2K | 0.25% | 00.0% | Unchanged |
| MQS Management LLC | 837 | $411.2K | 0.23% | +837 | New |
| Oak Harbor Wealth Partners, LLC | 833 | $409.2K | 0.12% | +32+4.0% | Added |
| Wolverine Trading, LLC | 853 | $408.7K | 0.01% | −2,730−76.2% | Reduced |
| LexAurum Advisors, LLC | 827 | $406.3K | 0.09% | −143−14.7% | Reduced |
| Sivia Capital Partners, LLC | 827 | $406.3K | 0.24% | +46+5.9% | Added |
| Mayflower Financial Advisors, LLC | 826 | $405.8K | 0.06% | −13−1.5% | Reduced |
| AdvisorNet Financial, Inc | 823 | $404.3K | 0.03% | +108+15.1% | Added |
| Vertex Planning Partners, LLC | 821 | $403.3K | 0.10% | +2+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 818 | $401.9K | 0.06% | +818 | New |
| Values First Advisors, Inc. | 818 | $401.6K | 0.22% | +10+1.2% | Added |
| TrueWealth Advisors, LLC | 816 | $400.9K | 0.13% | +186+29.5% | Added |
| Global Trust Asset Management, LLC | 816 | $400.9K | 0.15% | +605+286.7% | Added |
| New Hampshire Trust | 814 | $399.9K | 0.09% | −135−14.2% | Reduced |
| Granite Investment Partners, LLC | 814 | $399.9K | 0.02% | −2−0.2% | Reduced |
| MJP Associates Inc | 814 | $399.9K | 0.08% | +325+66.5% | Added |
| Diversified, LLC | 813 | $399.4K | 0.04% | +15+1.9% | Added |
| Diversified Enterprises, LLC | 813 | $399.4K | 0.04% | +813 | New |
| ICONIQ Capital, LLC | 810 | $397.9K | 0.01% | +810 | New |
| Private Advisory Group LLC | 810 | $397.9K | 0.05% | +810 | New |
| Independence Bank of Kentucky | 808 | $396.9K | 0.09% | −37−4.4% | Reduced |
| Riversedge Advisors, LLC | 808 | $396.9K | 0.09% | +9+1.1% | Added |
| Howard Financial Services, Ltd. | 805 | $395.5K | 0.06% | +6+0.8% | Added |
| Canopy Partners, LLC | 803 | $394.5K | 0.17% | +4+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 801 | $394.0K | 0.20% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $393.5K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $393.5K | 0.13% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 884 | $393.2K | 0.05% | 00.0% | Unchanged |
| Parkside Investments, LLC | 800 | $393.0K | 0.06% | −100−11.1% | Reduced |
| Arnhold LLC | 800 | $393.0K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 789 | $387.6K | 0.02% | +6+0.8% | Added |
| Saiph Capital, LLC | 787 | $386.6K | 0.18% | −10−1.3% | Reduced |
| Advance Capital Management, Inc. | 787 | $386.6K | 0.02% | +18+2.3% | Added |
| Ariadne Wealth Management, LP | 737 | $386.4K | 0.21% | +737 | New |
| Nations Financial Group Inc, | 786 | $386.1K | 0.03% | +95+13.7% | Added |
| Custom Index Systems, LLC | 784 | $385.2K | 0.21% | −34−4.2% | Reduced |
| Semus Wealth Partners LLC | 784 | $385.2K | 0.27% | +27+3.6% | Added |
| Middleton & Co Inc | 783 | $384.7K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 778 | $382.3K | 0.01% | +53+7.3% | Added |
| Level Four Advisory Services, LLC | 756 | $380.9K | 0.02% | −22−2.8% | Reduced |
| Evoke Wealth, LLC | 774 | $380.2K | 0.01% | +774 | New |
| Kestra Investment Management, LLC | 773 | $379.8K | 0.02% | +773 | New |
| Destination Wealth Management | 770 | $378.3K | 0.01% | +30+4.1% | Added |
| Total Clarity Wealth Management, Inc. | 766 | $376.3K | 0.12% | +93+13.8% | Added |
| UMA Financial Services, Inc. | 786 | $376.1K | 0.07% | −38−4.6% | Reduced |
| Granite Group Advisors, LLC | 761 | $373.9K | 0.24% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 757 | $371.9K | 0.04% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 757 | $371.9K | 0.08% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $371.4K | 0.23% | 00.0% | Unchanged |
| Smith, Salley & Associates | 755 | $370.9K | 0.02% | +13+1.8% | Added |
| TFG Advisers LLC | 753 | $369.9K | 0.13% | +36+5.0% | Added |
| Fairscale Capital, LLC | 751 | $368.9K | 0.32% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 748 | $367.5K | 0.01% | +748 | New |
| Cary Street Partner Investment Advisory LLC | 745 | $366.0K | 0.01% | −15−2.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 743 | $365.0K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 742 | $364.8K | 0.04% | −365−33.0% | Reduced |
| Ulland Investment Advisors, LLC | 738 | $363.0K | 0.27% | 00.0% | Unchanged |
| Vigilare Wealth Management | 738 | $362.6K | 0.15% | −160−17.8% | Reduced |
| WR Wealth Planners, LLC | 737 | $362.1K | 0.10% | +30+4.2% | Added |
| Vaughan David Investments LLC | 733 | $360.0K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 742 | $359.7K | 0.10% | −245−24.8% | Reduced |
| Riverstone Advisors, LLC | 730 | $358.6K | 0.21% | +160+28.1% | Added |
| Parkside Financial Bank & Trust | 728 | $357.6K | 0.05% | +26+3.7% | Added |
| Seven Mile Advisory | 727 | $357.2K | 0.24% | +74+11.3% | Added |
| Magnus Financial Group LLC | 726 | $356.7K | 0.04% | −15−2.0% | Reduced |
| Klingman & Associates, LLC | 725 | $356.2K | 0.02% | +44+6.5% | Added |
| Grove Bank & Trust | 724 | $355.7K | 0.05% | +63+9.5% | Added |
| Schnieders Capital Management LLC | 721 | $354.2K | 0.07% | +142+24.5% | Added |
| MBB Public Markets I LLC | 720 | $353.7K | 0.03% | −24,409−97.1% | Reduced |
| Wrapmanager Inc | 719 | $353.2K | 0.09% | −92−11.3% | Reduced |
| Fortune Financial Advisors, LLC | 718 | $352.7K | 0.32% | +8+1.1% | Added |
| New Harbor Financial Group, LLC | 713 | $350.3K | 0.10% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 709 | $348.3K | 0.04% | +709 | New |
| Traveka Wealth, LLC | 708 | $347.7K | 0.18% | +60+9.3% | Added |
| Trillium Asset Management, LLC | 707 | $347.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 706 | $346.8K | 0.09% | −386−35.3% | Reduced |
| Dunhill Financial, LLC | 705 | $346.3K | 0.18% | +36+5.4% | Added |
| Jackson Wealth Management, LLC | 702 | $345.0K | 0.04% | +702 | New |
| Regent Peak Wealth Advisors LLC | 701 | $344.4K | 0.08% | +4+0.6% | Added |
| Magellan Asset Management Ltd | 700 | $343.9K | 0.00% | −64−8.4% | Reduced |
| Edge Capital Group, LLC | 700 | $343.9K | 0.02% | −44−5.9% | Reduced |
| Buck Wealth Strategies, LLC | 700 | $343.9K | 0.11% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 700 | $343.9K | 0.09% | +700 | New |
| New Century Financial Group, LLC | 699 | $343.4K | 0.13% | +134+23.7% | Added |
| Creative Financial Designs Inc | 690 | $339.0K | 0.03% | −295−29.9% | Reduced |
| Baron Wealth Management LLC | 683 | $335.5K | 0.16% | +8+1.2% | Added |
| KG&L Capital Management,LLC | 681 | $334.6K | 0.11% | −500−42.3% | Reduced |
| Adell Harriman & Carpenter Inc | 680 | $334.1K | 0.02% | +80+13.3% | Added |
| Koshinski Asset Management, Inc. | 4,246 | $333.2K | 0.03% | +253+6.3% | Added |
| Burford Brothers, Inc. | 676 | $332.1K | 0.17% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 673 | $330.6K | 0.02% | −101−13.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 673 | $330.6K | 0.04% | −41−5.7% | Reduced |
| Dividend Assets Capital, LLC | 668 | $328.2K | 0.06% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 667 | $327.7K | 0.09% | 00.0% | Unchanged |
| Fragasso Group Inc. | 667 | $327.7K | 0.03% | +54+8.8% | Added |
| Hendershot Investments Inc. | 665 | $326.7K | 0.04% | −28−4.0% | Reduced |
| First Trust Investment Solutions L.P. | 665 | $326.7K | 0.04% | +91+15.9% | Added |
| Tobam | 662 | $325.0K | 0.06% | +81+13.9% | Added |
| Cable Hill Partners, LLC | 659 | $323.7K | 0.03% | −27−3.9% | Reduced |