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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 425 | $208.8K | 0.05% | +425 | New |
| Cedrus LLC | 424 | $208.3K | 0.08% | +424 | New |
| Blume Capital Management, Inc. | 423 | $207.8K | 0.05% | +8+1.9% | Added |
| Auxano Advisors, LLC | 423 | $207.8K | 0.05% | +423 | New |
| Matisse Capital | 423 | $207.8K | 0.10% | +423 | New |
| Green Harvest Asset Management LLC | 423 | $207.8K | 0.00% | +423 | New |
| Berkeley Capital Partners, LLC | 422 | $207.3K | 0.06% | +422 | New |
| New Republic Capital, LLC | 421 | $206.8K | 0.12% | −181−30.1% | Reduced |
| Riverview Trust Co | 421 | $206.8K | 0.18% | −36−7.9% | Reduced |
| Montz Harcus Wealth Management LLC | 421 | $206.8K | 0.12% | +421 | New |
| MBL Wealth, LLC | 420 | $206.3K | 0.02% | +420 | New |
| Griffin Asset Management, Inc. | 419 | $205.8K | 0.02% | +419 | New |
| World Equity Group, Inc. | 417 | $204.9K | 0.07% | +417 | New |
| Reston Wealth Management LLC | 417 | $204.9K | 0.07% | +417 | New |
| Morris Financial Concepts, Inc. | 415 | $203.9K | 0.09% | +415 | New |
| Nan Shan Life Insurance Co., Ltd. | 414 | $203.4K | 0.00% | −91,823−99.6% | Reduced |
| Buckhead Capital Management LLC | 413 | $202.9K | 0.06% | +413 | New |
| Monticello Wealth Management, LLC | 412 | $202.4K | 0.02% | +412 | New |
| Obermeyer Wood Investment Counsel, LLLP | 412 | $202.4K | 0.01% | +412 | New |
| Crown Wealth Group, LLC | 410 | $201.4K | 0.09% | +410 | New |
| Counterpoint Mutual Funds LLC | 408 | $200.4K | 0.04% | +408 | New |
| Outlook Wealth Advisors, LLC | 408 | $200.4K | 0.06% | +408 | New |
| Blue Chip Partners, Inc. | 378 | $185.7K | 0.02% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 375 | $184.2K | 0.10% | 00.0% | Unchanged |
| Crewe Advisors LLC | 371 | $182.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 362 | $177.0K | 0.08% | +20+5.8% | Added |
| Glen Eagle Advisors, LLC | 358 | $175.9K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 355 | $174.4K | 0.08% | −8−2.2% | Reduced |
| Centiva Capital, LP | 355 | $174.4K | 0.01% | +355 | New |
| Atticus Wealth Management, LLC | 353 | $173.4K | 0.06% | +31+9.6% | Added |
| Quest Partners LLC | 353 | $173.4K | 0.02% | +353 | New |
| Capital Analysts, LLC | 350 | $172.0K | 0.01% | +78+28.7% | Added |
| Rosenberg Matthew Hamilton | 345 | $169.5K | 0.04% | +16+4.9% | Added |
| EnRich Financial Partners LLC | 336 | $165.1K | 0.06% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 326 | $160.2K | 0.11% | +326 | New |
| First Personal Financial Services | 325 | $159.7K | 0.03% | +1+0.3% | Added |
| Tortoise Investment Management, LLC | 322 | $158.2K | 0.02% | +56+21.1% | Added |
| Webster Bank, N. A. | 321 | $157.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 315 | $154.8K | 0.01% | −12−3.7% | Reduced |
| Provenance Wealth Advisors, LLC | 315 | $154.8K | 0.02% | +22+7.5% | Added |
| Caas Capital Management LP | 300 | $147.4K | 0.10% | +300 | New |
| Raleigh Capital Management Inc. | 294 | $144.4K | 0.06% | +10+3.5% | Added |
| ORG Partners LLC | 293 | $143.9K | 0.02% | −23−7.3% | Reduced |
| BIT Capital GmbH | 287 | $141.0K | 0.01% | +287 | New |
| MV Capital Management, Inc. | 277 | $136.1K | 0.01% | +7+2.6% | Added |
| Johnson Financial Group, Inc. | 275 | $135.1K | 0.01% | −1,086−79.8% | Reduced |
| Asset Dedication, LLC | 275 | $135.1K | 0.01% | +44+19.0% | Added |
| Catalyst Capital Advisors LLC | 274 | $134.6K | 0.00% | −57−17.2% | Reduced |
| Cove Street Capital, LLC | 270 | $132.6K | 0.10% | +270 | New |
| Harel Insurance Investments & Financial Services Ltd. | 269 | $132.0K | 0.00% | +269 | New |
| Nemes Rush Group LLC | 321 | $128.1K | 0.02% | +3+0.9% | Added |
| Atlantic Trust, LLC | 260 | $127.7K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 258 | $126.7K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 249 | $122.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 247 | $121.3K | 0.01% | 00.0% | Unchanged |
| PGGM Investments | 246 | $121.0K | 0.00% | +246 | New |
| American National Bank | 245 | $120.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 235 | $115.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 226 | $110.9K | 0.02% | +126+126.0% | Added |
| Security National Bank | 225 | $110.5K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 222 | $109.1K | 0.04% | −391−63.8% | Reduced |
| Peterson Wealth Services | 222 | $109.1K | 0.03% | +222 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $108.1K | 0.17% | +220 | New |
| Garde Capital, Inc. | 210 | $103.0K | 0.01% | +210 | New |
| City State Bank | 206 | $101.2K | 0.04% | −22−9.6% | Reduced |
| NBC Securities, Inc. | 201 | $98.0K | 0.01% | +11+5.8% | Added |
| J.Safra Asset Management Corp | 200 | $95.8K | 0.01% | +2+1.0% | Added |
| Planned Solutions, Inc. | 195 | $95.8K | 0.04% | +195 | New |
| Fortis Group Advisors, LLC | 191 | $93.8K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 190 | $93.3K | 0.06% | +30+18.8% | Added |
| Gleason Group, Inc. | 190 | $93.3K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 180 | $88.4K | 0.01% | −72−28.6% | Reduced |
| Toth Financial Advisory Corp | 180 | $88.4K | 0.01% | +60+50.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 179 | $87.9K | 0.02% | −231−56.3% | Reduced |
| Beacon Capital Management, LLC | 179 | $87.9K | 0.01% | +21+13.3% | Added |
| Osterweis Capital Management Inc | 177 | $87.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 177 | $87.0K | 0.01% | +6+3.5% | Added |
| Bell Investment Advisors, Inc | 177 | $87.0K | 0.02% | +15+9.3% | Added |
| Rakuten Securities, Inc. | 175 | $86.0K | 0.04% | −122−41.1% | Reduced |
| Itau Unibanco Holding S.A. | 174 | $85.5K | 0.00% | −4,932−96.6% | Reduced |
| Alpine Bank Wealth Management | 167 | $82.0K | 0.01% | +167 | New |
| GW&K Investment Management, LLC | 162 | $80.0K | 0.00% | +23+16.5% | Added |
| Byrne Asset Management LLC | 157 | $77.1K | 0.05% | −55−25.9% | Reduced |
| HHM Wealth Advisors, LLC | 154 | $75.7K | 0.01% | +15+10.8% | Added |
| JFS Wealth Advisors, LLC | 149 | $73.2K | 0.00% | +8+5.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 147 | $72.2K | 0.01% | +147 | New |
| Activest Wealth Management | 143 | $70.2K | 0.02% | +92+180.4% | Added |
| McIlrath & Eck, LLC | 142 | $69.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 141 | $67.6K | 0.01% | +78+123.8% | Added |
| Rocky Mountain Advisers, LLC | 135 | $66.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $66.3K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 132 | $64.8K | 0.03% | +7+5.6% | Added |
| ORG Wealth Partners, LLC | 132 | $64.8K | 0.02% | +132 | New |
| True Wealth Design, LLC | 130 | $63.9K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 130 | $63.9K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 129 | $63.4K | 0.01% | +78+152.9% | Added |
| City Holding Co | 126 | $61.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 124 | $61.0K | 0.01% | +30+31.9% | Added |
| Cranbrook Wealth Management, LLC | 123 | $60.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 123 | $60.4K | 0.02% | 00.0% | Unchanged |