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 |
|---|---|---|---|---|---|
| Viewpoint Capital Management LLC | 675 | $323.4K | 0.18% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 657 | $322.8K | 0.18% | −3−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 656 | $322.3K | 0.01% | +43+7.0% | Added |
| Optas, LLC | 651 | $319.8K | 0.07% | +77+13.4% | Added |
| BlackDiamond Wealth Management Inc. | 594 | $319.0K | 0.19% | +594 | New |
| Bank Hapoalim BM | 647 | $318.0K | 0.05% | −200−23.6% | Reduced |
| Bremer Bank National Association | 642 | $315.4K | 0.06% | −19−2.9% | Reduced |
| Stephens Investment Management Group LLC | 641 | $314.9K | 0.00% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 640 | $314.4K | 0.08% | −55−7.9% | Reduced |
| Spinnaker Investment Group, LLC | 640 | $314.4K | 0.08% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 639 | $313.9K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 633 | $311.0K | 0.01% | +8+1.3% | Added |
| Two Sigma Investments, LP | 632 | $310.5K | 0.00% | −1,368−68.4% | Reduced |
| Successful Portfolios LLC | 632 | $310.5K | 0.21% | 00.0% | Unchanged |
| First Foundation Advisors | 630 | $309.5K | 0.01% | +18+2.9% | Added |
| Capital Wealth Planning, LLC | 628 | $308.5K | 0.00% | +628 | New |
| Moss Adams Wealth Advisors LLC | 627 | $308.0K | 0.03% | +105+20.1% | Added |
| Forbes J M & Co LLP | 627 | $308.0K | 0.03% | +72+13.0% | Added |
| Strategic Advisors LLC | 624 | $306.6K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 623 | $306.0K | 0.02% | +623 | New |
| Pine Valley Investments Ltd Liability Co | 622 | $305.6K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 622 | $305.6K | 0.20% | +622 | New |
| Trust Co | 621 | $305.1K | 0.04% | +9+1.5% | Added |
| Cercano Management LLC | 621 | $305.1K | 0.01% | +621 | New |
| Morling Financial Advisors, LLC | 620 | $304.6K | 0.12% | +5+0.8% | Added |
| Laffer Tengler Investments | 618 | $303.6K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 615 | $302.1K | 0.10% | −265,506−99.8% | Reduced |
| Seeds Investor LLC | 615 | $302.1K | 0.11% | +89+16.9% | Added |
| Strengthening Families & Communities, LLC | 613 | $301.1K | 0.08% | 00.0% | Unchanged |
| Montecito Bank & Trust | 612 | $300.7K | 0.05% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 609 | $299.2K | 0.05% | +8+1.3% | Added |
| Carolinas Wealth Consulting LLC | 605 | $297.2K | 0.05% | −72−10.6% | Reduced |
| Beckerman Institutional, LLC | 604 | $297.0K | 0.25% | +604 | New |
| Southern Capital Advisors, LLC | 600 | $294.8K | 0.17% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $294.8K | 0.19% | 00.0% | Unchanged |
| Capula Management Ltd | 599 | $294.3K | 0.00% | +599 | New |
| Smithfield Trust Co | 605 | $294.0K | 0.01% | +15+2.5% | Added |
| Veracity Capital LLC | 598 | $293.8K | 0.11% | +36+6.4% | Added |
| Fullerton Fund Management Co Ltd. | 597 | $293.3K | 0.01% | +597 | New |
| West Paces Advisors Inc. | 595 | $292.3K | 0.07% | 00.0% | Unchanged |
| Ewa, LLC | 541 | $290.9K | 0.10% | +54+11.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $290.3K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 590 | $289.8K | 0.01% | +46+8.5% | Added |
| SMART Wealth LLC | 590 | $289.8K | 0.11% | +590 | New |
| Covestor Ltd | 588 | $289.0K | 0.18% | −3−0.5% | Reduced |
| Letson Investment Management, Inc. | 588 | $288.9K | 0.11% | 00.0% | Unchanged |
| Burton Enright Welch | 587 | $288.4K | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 585 | $287.4K | 0.01% | +6+1.0% | Added |
| Providence First Trust Co | 585 | $287.4K | 0.12% | +585 | New |
| BTG Pactual Asset Management US LLC | 395 | $287.2K | 0.04% | +395 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 580 | $284.9K | 0.07% | +580 | New |
| FDx Advisors, Inc. | 579 | $284.0K | 0.08% | −13−2.2% | Reduced |
| Finivi Inc. | 576 | $283.0K | 0.23% | −2,876−83.3% | Reduced |
| Jacobsen Capital Management | 573 | $281.5K | 0.12% | +38+7.1% | Added |
| Thompson Siegel & Walmsley LLC | 572 | $281.0K | 0.00% | +572 | New |
| Exencial Wealth Advisors, LLC | 569 | $279.3K | 0.01% | +43+8.2% | Added |
| Sugarloaf Wealth Management, LLC | 568 | $279.0K | 0.05% | +34+6.4% | Added |
| Becker Capital Management Inc | 567 | $278.6K | 0.01% | +77+15.7% | Added |
| Polymer Capital Management (HK) LTD | 564 | $277.1K | 0.06% | +564 | New |
| Canvas Wealth Advisors, LLC | 562 | $276.1K | 0.08% | +562 | New |
| New Wave Wealth Advisors LLC | 561 | $275.6K | 0.13% | −81−12.6% | Reduced |
| Heritage Oak Wealth Advisors LLC | 561 | $275.6K | 0.13% | +561 | New |
| Second Line Capital, LLC | 559 | $274.6K | 0.07% | +5+0.9% | Added |
| Rice Partnership, LLC | 559 | $274.6K | 0.06% | +6+1.1% | Added |
| Allen Capital Group, LLC | 559 | $274.6K | 0.03% | +559 | New |
| Holistic Financial Partners | 558 | $274.1K | 0.13% | +35+6.7% | Added |
| Avalon Trust Co | 555 | $272.7K | 0.02% | −50−8.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 555 | $272.7K | 0.04% | +60+12.1% | Added |
| Arlington Trust Co LLC | 554 | $272.2K | 0.06% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 552 | $271.2K | 0.14% | +4+0.7% | Added |
| Stanley-Laman Group, Ltd. | 551 | $270.7K | 0.04% | +551 | New |
| Greenup Street Wealth Management LLC | 547 | $269.1K | 0.06% | −91−14.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 547 | $268.7K | 0.08% | +4+0.7% | Added |
| Northwest Wealth Management, LLC | 545 | $267.7K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 544 | $267.3K | 0.07% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 541 | $265.8K | 0.06% | +33+6.5% | Added |
| Somerset Group LLC | 540 | $265.3K | 0.24% | 00.0% | Unchanged |
| Lavaca Capital LLC | 540 | $265.3K | 0.13% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 540 | $265.3K | 0.06% | +137+34.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 546 | $264.7K | 0.15% | −245−31.0% | Reduced |
| Beaumont Financial Advisors, LLC | 538 | $264.3K | 0.02% | +6+1.1% | Added |
| Marco Investment Management LLC | 537 | $263.8K | 0.02% | +537 | New |
| Magnetar Financial LLC | 537 | $263.8K | 0.01% | +537 | New |
| Essex Savings Bank | 537 | $263.8K | 0.07% | −12−2.2% | Reduced |
| Continuum Advisory, LLC | 489 | $263.0K | 0.03% | +114+30.4% | Added |
| Cypress Capital Group | 535 | $262.8K | 0.03% | +9+1.7% | Added |
| CVA Family Office, LLC | 533 | $261.8K | 0.04% | −15−2.7% | Reduced |
| StoneX Group Inc. | 532 | $261.4K | 0.02% | +30+6.0% | Added |
| Arvest Bank Trust Division | 530 | $260.4K | 0.02% | +530 | New |
| University of Texas/Texas Am Investment Managment Co | 528 | $259.4K | 0.04% | −407−43.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 526 | $258.4K | 0.07% | −3,905−88.1% | Reduced |
| Hoxton Planning & Management, LLC | 526 | $258.4K | 0.10% | −8−1.5% | Reduced |
| Susquehanna International Group Ltd. | 526 | $258.4K | 0.05% | +526 | New |
| Orrstown Financial Services Inc | 525 | $257.9K | 0.08% | +525 | New |
| Cornerstone Wealth Management, LLC | 525 | $257.9K | 0.02% | +15+2.9% | Added |
| Cascade Financial Partners, LLC | 495 | $256.2K | 0.03% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 521 | $256.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 521 | $256.0K | 0.09% | +1+0.2% | Added |
| Family Firm, Inc. | 521 | $256.0K | 0.06% | +94+22.0% | Added |
| EPG Wealth Management LLC | 521 | $256.0K | 0.06% | +521 | New |