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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.

Institutional holdersQ3 2024: 1,955 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,825 institutionsQ3 2024: 1,955 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,195 institutionsQ2 2025: 2,269 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ3 2024: $147.7B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,269$164.5B
Q1 20252,195$149.9B
Q4 20242,134$158.9B
Q3 20241,955$147.7B
Q2 20241,825$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2024.

Institutions holding ISRG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Richardson Financial Services Inc.135$60.1K0.04%00.0%Unchanged
Northwest Investment Counselors, LLC121$59.4K0.01%+121New
Mizuho Securities Co. Ltd.120$59.0K0.15%−250−67.6%Reduced
Blue Bell Private Wealth Management, LLC120$59.0K0.01%−2−1.6%Reduced
PrairieView Partners, LLC120$58.0K0.01%00.0%Unchanged
Chilton Capital Management LLC114$56.0K0.00%−61−34.9%Reduced
Deseret Mutual Benefit Administrators113$55.5K0.03%00.0%Unchanged
Naples Money Management LLC112$55.0K0.05%00.0%Unchanged
Fortitude Family Office, LLC112$55.0K0.02%+32+40.0%Added
MCF Advisors LLC111$54.5K0.00%+19+20.7%Added
GHP Investment Advisors, Inc.111$54.5K0.00%+103+1,287.5%Added
Caitlin John, LLC98$52.6K0.03%00.0%Unchanged
Baldwin Brothers Inc107$52.6K0.00%+44+69.8%Added
Cornerstone Planning Group LLC100$51.6K0.01%−9−8.3%Reduced
Friedenthal Financial104$51.1K0.03%+104New
Householder Group Estate & Retirement Specialist, LLC103$50.0K0.01%00.0%Unchanged
nVerses Capital, LLC100$49.1K0.02%−900−90.0%Reduced
NewSquare Capital LLC100$49.1K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$49.1K0.02%00.0%Unchanged
Meeder Asset Management Inc100$49.1K0.00%+4+4.2%Added
Capstone Investment Advisors, LLC99$48.6K0.00%+99New
American Capital Advisory, LLC90$44.2K0.03%00.0%Unchanged
MeadowBrook Investment Advisors LLC90$44.2K0.04%00.0%Unchanged
Canton Hathaway, LLC90$44.0K0.01%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc86$42.2K0.01%+44+104.8%Added
DT Investment Partners, LLC81$39.8K0.00%+36+80.0%Added
Pin Oak Investment Advisors Inc81$39.0K0.04%00.0%Unchanged
Capital Performance Advisors LLP78$38.3K0.01%+78New
Prestige Wealth Management Group LLC75$36.8K0.01%00.0%Unchanged
Solstein Capital, LLC74$36.4K0.02%00.0%Unchanged
Birchbrook, Inc.73$35.9K0.02%−15−17.0%Reduced
Compass Wealth Management LLC72$35.4K0.01%00.0%Unchanged
Financial Connections Group, Inc.72$35.0K0.02%−9−11.1%Reduced
Pflug Koory, LLC70$34.4K0.02%+70New
Main Street Group, LTD69$33.9K0.01%00.0%Unchanged
Addison Advisors LLC68$33.4K0.01%−363−84.2%Reduced
MidAtlantic Capital Management, Inc.68$33.4K0.02%+18+36.0%Added
Raffa Wealth Management, LLC67$32.9K0.01%−11−14.1%Reduced
Northwest Capital Management Inc63$30.9K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.55$29.5K0.01%00.0%Unchanged
West Oak Capital, LLC60$29.5K0.01%00.0%Unchanged
Godsey & Gibb Associates60$29.5K0.00%+35+140.0%Added
Kathleen S. Wright Associates Inc.60$29.5K0.01%00.0%Unchanged
Key Financial Inc60$29.5K0.01%+9+17.6%Added
1620 Investment Advisors, Inc.59$29.2K0.02%+4+7.3%Added
Ridgewood Investments LLC59$29.0K0.01%00.0%Unchanged
WealthCollab, LLC59$29.0K0.02%00.0%Unchanged
Motco57$28.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.57$28.0K0.01%+24+72.7%Added
Disciplina Capital Management LLC55$27.0K0.00%+55New
CBIZ Investment Advisory Services, LLC55$27.0K0.00%00.0%Unchanged
Clean Yield Group54$26.5K0.01%−54−50.0%Reduced
McMahon Financial Advisors, LLC54$26.5K0.01%00.0%Unchanged
Evergreen Private Wealth LLC54$26.5K0.01%00.0%Unchanged
First Pacific Financial52$25.5K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC52$25.5K0.01%00.0%Unchanged
Tidemark, LLC51$25.1K0.01%+4+8.5%Added
Adirondack Trust Co51$25.1K0.01%00.0%Unchanged
Optimum Investment Advisors50$24.6K0.01%00.0%Unchanged
Valley National Advisers Inc50$24.0K0.00%−572−92.0%Reduced
Laurel Wealth Advisors LLC48$23.6K0.00%+9+23.1%Added
REAP Financial Group, LLC48$23.6K0.01%+33+220.0%Added
Cornerstone National Bank & Trust Co48$23.6K0.01%+48New
Salomon & Ludwin, LLC47$23.1K0.00%−2−4.1%Reduced
Cherry Tree Wealth Management, LLC46$22.6K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC45$22.1K0.03%00.0%Unchanged
St Germain D J Co Inc43$21.1K0.00%00.0%Unchanged
Colonial Trust Advisors41$20.1K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.38$18.7K0.01%00.0%Unchanged
Barrett & Company, Inc.36$17.7K0.01%−120−76.9%Reduced
Ameliora Wealth Management Ltd.36$17.7K0.01%00.0%Unchanged
Bogart Wealth, LLC34$16.7K0.00%00.0%Unchanged
JDM Financial Group LLC34$16.7K0.01%+5+17.2%Added
FinTrust Capital Advisors, LLC33$16.2K0.00%−2−5.7%Reduced
Moisand Fitzgerald Tamayo, LLC33$16.2K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.33$16.0K0.02%−411−92.6%Reduced
Stephens Consulting, LLC32$15.7K0.00%−6−15.8%Reduced
Criterion Capital Advisors, LLC35$15.6K0.01%00.0%Unchanged
Valued Wealth Advisors LLC30$14.7K0.01%+5+20.0%Added
Coastline Trust Co30$14.7K0.00%+30New
Beaird Harris Wealth Management, LLC28$13.8K0.00%00.0%Unchanged
Olistico Wealth, LLC28$13.8K0.01%+10+55.6%Added
Talon Private Wealth, LLC27$13.3K0.00%+27New
Cedar Mountain Advisors, LLC26$12.8K0.00%+26New
PSI Advisors, LLC25$12.3K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.25$12.3K0.00%+25New
AlphaMark Advisors, LLC24$12.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC24$11.8K0.00%00.0%Unchanged
Burkett Financial Services, LLC24$11.8K0.00%00.0%Unchanged
BFSG, LLC23$11.3K0.00%00.0%Unchanged
Core Alternative Capital23$11.3K0.00%00.0%Unchanged
Coston, McIsaac & Partners23$11.0K0.00%00.0%Unchanged
First Financial Corp22$10.8K0.01%00.0%Unchanged
Pacific Center for Financial Services21$10.3K0.00%00.0%Unchanged
MB, Levis & Associates, LLC21$10.3K0.01%00.0%Unchanged
Chesapeake Asset Management LLC21$10.3K0.01%+3+16.7%Added
Davidson Capital Management Inc.20$9.83K0.00%−1−4.8%Reduced
Financial Network Wealth Advisors LLC20$9.82K0.01%+3+17.6%Added
HighMark Wealth Management LLC19$9.33K0.01%−1−5.0%Reduced
Cape Investment Advisory, Inc.19$9.33K0.00%00.0%Unchanged