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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 16,821 | $8.26M | 1.78% | −281−1.6% | Reduced |
| Tompkins Financial Corp | 16,793 | $8.25M | 0.79% | −2,452−12.7% | Reduced |
| Vantage Investment Partners, LLC | 16,480 | $8.10M | 0.68% | −2,619−13.7% | Reduced |
| Vestor Capital, LLC | 16,300 | $8.01M | 0.63% | +252+1.6% | Added |
| Metis Global Partners, LLC | 16,127 | $7.92M | 0.25% | +505+3.2% | Added |
| Motley Fool Asset Management LLC | 16,265 | $7.88M | 0.47% | +873+5.7% | Added |
| Baker Avenue Asset Management, LP | 16,007 | $7.86M | 0.25% | −11−0.1% | Reduced |
| Andra AP-fonden | 16,000 | $7.86M | 0.12% | +15,600+3,900.0% | Added |
| D L Carlson Investment Group Inc | 15,965 | $7.84M | 1.42% | −89−0.6% | Reduced |
| First Citizens Bank & Trust Co | 15,949 | $7.84M | 0.17% | −595−3.6% | Reduced |
| Northwest & Ethical Investments L.P. | 15,741 | $7.73M | 0.20% | +5,288+50.6% | Added |
| Commerce Bank | 15,411 | $7.57M | 0.05% | −653−4.1% | Reduced |
| Boston Trust Walden Corp | 15,361 | $7.55M | 0.05% | −1,581−9.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,296 | $7.51M | 2.90% | −595−3.7% | Reduced |
| Regions Financial Corp | 15,236 | $7.48M | 0.05% | +163+1.1% | Added |
| Atria Wealth Solutions, Inc. | 15,195 | $7.46M | 0.08% | +1,064+7.5% | Added |
| Robocap Asset Management Ltd | 16,710 | $7.43M | 4.68% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 15,104 | $7.42M | 4.46% | −1,790−10.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,986 | $7.36M | 0.45% | −231−1.5% | Reduced |
| Park Avenue Securities LLC | 14,940 | $7.34M | 0.08% | −1,096−6.8% | Reduced |
| Private Advisor Group, LLC | 14,910 | $7.32M | 0.05% | +891+6.4% | Added |
| Acadian Asset Management LLC | 14,885 | $7.31M | 0.02% | −9,312−38.5% | Reduced |
| Resources Investment Advisors, LLC. | 14,829 | $7.29M | 0.08% | −7,823−34.5% | Reduced |
| Kestra Advisory Services, LLC | 14,755 | $7.25M | 0.04% | −896−5.7% | Reduced |
| Sycomore Asset Management | 14,866 | $7.23M | 1.20% | +5,746+63.0% | Added |
| Simmons Bank | 14,645 | $7.19M | 0.52% | −50−0.3% | Reduced |
| Investment Management Corp of Ontario | 14,494 | $7.12M | 0.16% | +3,800+35.5% | Added |
| Brookstone Capital Management | 14,439 | $7.09M | 0.10% | +1,909+15.2% | Added |
| Prospect Hill Management, LLC | 14,325 | $7.04M | 3.53% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 14,300 | $7.03M | 0.28% | +2,000+16.3% | Added |
| Advisors Asset Management, Inc. | 14,240 | $7.00M | 0.13% | +2,265+18.9% | Added |
| KMG Fiduciary Partners, LLC | 14,228 | $6.99M | 0.60% | +140+1.0% | Added |
| Hantz Financial Services, Inc. | 14,143 | $6.95M | 0.12% | +663+4.9% | Added |
| Bouvel Investment Partners, LLC | 13,950 | $6.85M | 2.58% | +67+0.5% | Added |
| EP Wealth Advisors, LLC | 13,937 | $6.85M | 0.06% | −850−5.7% | Reduced |
| Rench Wealth Management, Inc. | 13,896 | $6.83M | 2.34% | +887+6.8% | Added |
| Arlington Financial Advisors, LLC | 13,894 | $6.83M | 1.40% | −191−1.4% | Reduced |
| Sandler Capital Management | 13,843 | $6.80M | 1.31% | −4,203−23.3% | Reduced |
| Phoenix Holdings Ltd. | 13,760 | $6.76M | 0.10% | −2,961−17.7% | Reduced |
| Wedbush Securities Inc | 13,701 | $6.73M | 0.25% | −1,204−8.1% | Reduced |
| Benjamin Edwards Inc | 13,673 | $6.72M | 0.10% | +8,176+148.7% | Added |
| Bath Savings Trust Co | 13,622 | $6.69M | 0.66% | −80−0.6% | Reduced |
| First Long Island Investors, LLC | 13,600 | $6.68M | 0.53% | 00.0% | Unchanged |
| Veriti Management LLC | 13,483 | $6.62M | 0.36% | +1,066+8.6% | Added |
| Greenfield Seitz Capital Management, LLC | 13,473 | $6.62M | 2.42% | −452−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 13,347 | $6.56M | 0.17% | −29,637−68.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,316 | $6.54M | 1.32% | +133+1.0% | Added |
| Arkadios Wealth Advisors | 13,304 | $6.54M | 0.37% | +11,763+763.3% | Added |
| RSM US Wealth Management LLC | 13,428 | $6.51M | 0.10% | +279+2.1% | Added |
| Mirova | 13,217 | $6.49M | 1.12% | −706−5.1% | Reduced |
| D.A. Davidson & Co. | 13,083 | $6.43M | 0.05% | +428+3.4% | Added |
| Peapack Gladstone Financial Corp | 13,085 | $6.43M | 0.09% | +167+1.3% | Added |
| Richard Bernstein Advisors LLC | 13,000 | $6.39M | 0.14% | 00.0% | Unchanged |
| Sandy Spring Bank | 12,951 | $6.36M | 0.26% | +240+1.9% | Added |
| Nicholas Investment Partners, LP | 12,932 | $6.35M | 0.58% | +3,669+39.6% | Added |
| First National Trust Co | 12,919 | $6.35M | 0.25% | +197+1.5% | Added |
| Abner Herrman & Brock LLC | 12,900 | $6.34M | 0.76% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 12,886 | $6.33M | 0.03% | +1,140+9.7% | Added |
| Strategic Planning Group, LLC | 12,866 | $6.32M | 1.25% | +557+4.5% | Added |
| Brinker Capital Investments, LLC | 12,855 | $6.32M | 0.06% | +2,315+22.0% | Added |
| Orion Portfolio Solutions, LLC | 12,855 | $6.32M | 0.06% | +2,315+22.0% | Added |
| Cornerstone Wealth Group, LLC | 12,821 | $6.30M | 0.52% | +23+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 12,755 | $6.27M | 0.41% | +849+7.1% | Added |
| GWM Advisors LLC | 12,736 | $6.26M | 0.04% | −1,089−7.9% | Reduced |
| Cornerstone Capital, Inc. | 12,694 | $6.24M | 0.58% | −40.0% | Reduced |
| Chiron Investment Management, LLC | 12,668 | $6.22M | 2.19% | −3,803−23.1% | Reduced |
| Reuter James Wealth Management, LLC | 12,519 | $6.15M | 1.13% | +11,777+1,587.2% | Added |
| Steward Partners Investment Advisory, LLC | 12,343 | $6.06M | 0.06% | +421+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,330 | $6.04M | 0.28% | +3,565+40.7% | Added |
| Alpine Woods Capital Investors, LLC | 11,131 | $5.96M | 1.05% | −938−7.8% | Reduced |
| Empirical Finance, LLC | 12,106 | $5.95M | 0.35% | +269+2.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,030 | $5.91M | 0.52% | +12,030 | New |
| Rheos Capital Works Inc. | 12,000 | $5.89M | 0.31% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,945 | $5.87M | 0.03% | −1,890−13.7% | Reduced |
| Siemens Fonds Invest GmbH | 16,065 | $5.86M | 0.47% | +427+2.7% | Added |
| Great Lakes Advisors, LLC | 11,892 | $5.84M | 0.05% | +458+4.0% | Added |
| Walleye Capital LLC | 11,860 | $5.83M | 0.06% | −17,015−58.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,795 | $5.79M | 2.00% | +11,795 | New |
| Legacy Trust | 11,786 | $5.79M | 1.33% | −75−0.6% | Reduced |
| Marvin & Palmer Associates Inc | 11,770 | $5.78M | 4.85% | +11,770 | New |
| Coldstream Capital Management Inc | 11,561 | $5.77M | 0.12% | +2,399+26.2% | Added |
| Petredis Investment Advisors LLC | 11,694 | $5.74M | 0.61% | +40+0.3% | Added |
| Gamco Investors, Inc. Et Al | 11,611 | $5.70M | 0.06% | +198+1.7% | Added |
| Zions Bancorporation, N.A. | 11,577 | $5.69M | 0.41% | +621+5.7% | Added |
| Transamerica Financial Advisors, Inc. | 11,562 | $5.68M | 0.55% | −468−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 11,413 | $5.61M | 0.12% | +522+4.8% | Added |
| Jackson Square Partners, LLC | 11,330 | $5.57M | 0.48% | −6,880−37.8% | Reduced |
| 1st Source Bank | 11,290 | $5.55M | 0.31% | −368−3.2% | Reduced |
| Flputnam Investment Management Co | 11,258 | $5.53M | 0.10% | +8,946+386.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,241 | $5.52M | 0.13% | −48−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,228 | $5.52M | 0.11% | +7,105+172.3% | Added |
| Marks Group Wealth Management, Inc | 11,191 | $5.50M | 0.52% | −147−1.3% | Reduced |
| Covenant Asset Management, LLC | 11,090 | $5.45M | 1.21% | −6−0.1% | Reduced |
| TownSquare Capital, LLC | 11,071 | $5.44M | 0.07% | +3,239+41.4% | Added |
| Nicola Wealth Management Ltd. | 11,000 | $5.40M | 0.43% | 00.0% | Unchanged |
| Dnca Finance | 11,000 | $5.40M | 0.46% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 10,965 | $5.39M | 0.08% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10,859 | $5.33M | 1.12% | +330+3.1% | Added |
| Good Life Advisors, LLC | 10,838 | $5.32M | 0.33% | +5,964+122.4% | Added |
| Frank, Rimerman Advisors LLC | 10,830 | $5.32M | 0.38% | +1,580+17.1% | Added |