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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 10,756 | $5.28M | 0.16% | −322−2.9% | Reduced |
| Natixis Investment Managers International | 10,749 | $5.28M | 0.38% | −107−1.0% | Reduced |
| Blue Square Asset Management, LLC | 10,732 | $5.27M | 2.83% | +217+2.1% | Added |
| Oak Associates, Ltd | 10,710 | $5.26M | 0.35% | 00.0% | Unchanged |
| LMR Partners LLP | 10,615 | $5.21M | 0.11% | −15,497−59.3% | Reduced |
| Dynamic Advisor Solutions LLC | 10,559 | $5.19M | 0.16% | +314+3.1% | Added |
| BNC Wealth Management, LLC | 10,545 | $5.18M | 1.91% | +540+5.4% | Added |
| Apollon Wealth Management, LLC | 10,536 | $5.18M | 0.15% | +228+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,502 | $5.16M | 0.36% | −939−8.2% | Reduced |
| Soros Capital Management LLC | 10,500 | $5.16M | 1.24% | +10,500 | New |
| Liberty Wealth Management LLC | 10,267 | $5.04M | 0.86% | −904−8.1% | Reduced |
| First Hawaiian Bank | 10,253 | $5.04M | 0.16% | +137+1.4% | Added |
| Bahl & Gaynor Inc | 10,245 | $5.03M | 0.03% | −486−4.5% | Reduced |
| Roundview Capital LLC | 10,212 | $5.02M | 0.36% | +190+1.9% | Added |
| Pura Vida Investments, LLC | 10,200 | $5.01M | 8.24% | −8,700−46.0% | Reduced |
| Fiduciary Trust Co | 10,175 | $5.00M | 0.07% | +485+5.0% | Added |
| CoreCap Advisors, LLC | 10,118 | $4.97M | 0.23% | +9,068+863.6% | Added |
| Independent Financial Group, LLC | 10,106 | $4.96M | 0.18% | +2,482+32.6% | Added |
| Axxcess Wealth Management, LLC | 10,093 | $4.96M | 0.13% | −2,461−19.6% | Reduced |
| Oak Ridge Investments LLC | 10,060 | $4.94M | 0.43% | +698+7.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,021 | $4.92M | 0.22% | +632+6.7% | Added |
| Raymond James Trust N.A. | 10,007 | $4.92M | 0.11% | +345+3.6% | Added |
| Howard Capital Management Inc. | 9,945 | $4.89M | 0.08% | +9,945 | New |
| Deane Retirement Strategies, Inc. | 9,953 | $4.88M | 2.38% | −64−0.6% | Reduced |
| Everence Capital Management Inc | 9,930 | $4.88M | 0.31% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,915 | $4.87M | 0.10% | +9,915 | New |
| Concurrent Investment Advisors, LLC | 9,873 | $4.85M | 0.14% | +4,905+98.7% | Added |
| Jump Financial, LLC | 9,857 | $4.84M | 0.10% | −8,777−47.1% | Reduced |
| Orion Capital Management LLC | 9,829 | $4.83M | 2.35% | 00.0% | Unchanged |
| Burns J W & Co Inc | 9,827 | $4.83M | 0.63% | +790+8.7% | Added |
| Hodges Capital Management Inc. | 9,807 | $4.82M | 0.31% | +120+1.2% | Added |
| Welch & Forbes LLC | 9,790 | $4.81M | 0.06% | −50−0.5% | Reduced |
| Argent Trust Co | 9,776 | $4.80M | 0.20% | +91+0.9% | Added |
| Tandem Investment Advisors, Inc. | 9,772 | $4.80M | 0.18% | −2,133−17.9% | Reduced |
| Baldwin Investment Management, LLC | 9,743 | $4.79M | 0.60% | +158+1.6% | Added |
| Vinva Investment Management Ltd | 9,982 | $4.78M | 0.21% | −2,200−18.1% | Reduced |
| Warren Averett Asset Management, LLC | 9,735 | $4.78M | 0.09% | −407−4.0% | Reduced |
| Wisconsin Capital Management LLC | 9,725 | $4.78M | 2.51% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,720 | $4.78M | 0.17% | −28−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,818 | $4.76M | 0.86% | +446+4.8% | Added |
| Linden Thomas Advisory Services, LLC | 9,655 | $4.74M | 0.65% | +511+5.6% | Added |
| Ossiam | 9,521 | $4.68M | 0.09% | −859−8.3% | Reduced |
| Oak Harvest Investment Services | 9,376 | $4.61M | 0.66% | +77+0.8% | Added |
| Fiduciary Alliance LLC | 9,346 | $4.59M | 0.61% | +9,346 | New |
| Aft, Forsyth & Company, Inc. | 9,329 | $4.58M | 2.26% | +80+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 9,318 | $4.58M | 0.50% | +2,374+34.2% | Added |
| Neville Rodie & Shaw Inc | 9,297 | $4.57M | 0.34% | −328−3.4% | Reduced |
| Dakota Wealth Management | 9,258 | $4.55M | 0.10% | −4,216−31.3% | Reduced |
| Strategic Advocates LLC | 9,130 | $4.49M | 1.61% | −883−8.8% | Reduced |
| Clear Harbor Asset Management, LLC | 9,122 | $4.48M | 0.37% | +160+1.8% | Added |
| Carnegie Lake Advisors LLC | 9,075 | $4.46M | 1.76% | +9,075 | New |
| HB Wealth Management, LLC | 9,034 | $4.44M | 0.05% | +2,263+33.4% | Added |
| Horizon Investments, LLC | 8,968 | $4.41M | 0.12% | −56−0.6% | Reduced |
| SG Americas Securities, LLC | 8,959 | $4.40M | 0.02% | −79,837−89.9% | Reduced |
| Point72 Hong Kong Ltd | 8,950 | $4.40M | 0.32% | +8,950 | New |
| Univest Financial Corp | 8,946 | $4.39M | 0.29% | +7,969+815.7% | Added |
| Hamilton Capital Partners Inc. | 8,945 | $4.39M | 0.38% | −2,985−25.0% | Reduced |
| HM Payson & Co | 8,897 | $4.37M | 0.07% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 8,765 | $4.31M | 0.16% | +567+6.9% | Added |
| Family Capital Trust Co | 8,755 | $4.30M | 1.38% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 8,748 | $4.30M | 2.11% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,738 | $4.29M | 0.06% | +8,738 | New |
| Nwam LLC | 8,699 | $4.27M | 0.26% | −17−0.2% | Reduced |
| Sigma Planning Corp | 8,548 | $4.20M | 0.13% | −259−2.9% | Reduced |
| Canal Capital Management, LLC | 8,543 | $4.20M | 0.67% | −77−0.9% | Reduced |
| Wahed Invest LLC | 8,519 | $4.19M | 0.74% | +981+13.0% | Added |
| Vestcor Inc | 8,478 | $4.17M | 0.13% | −1,200−12.4% | Reduced |
| Lockheed Martin Investment Management Co | 8,470 | $4.16M | 0.19% | −5,060−37.4% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $4.16M | 0.14% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 8,407 | $4.13M | 0.27% | −57−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,379 | $4.12M | 0.29% | +564+7.2% | Added |
| Bleakley Financial Group, LLC | 8,378 | $4.12M | 0.13% | −19,141−69.6% | Reduced |
| Allworth Financial LP | 8,366 | $4.11M | 0.03% | −510−5.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,338 | $4.10M | 0.25% | +4,050+94.4% | Added |
| Banque Cantonale Vaudoise | 8,332 | $4.09M | 0.17% | +480+6.1% | Added |
| RDA Financial Network | 8,269 | $4.06M | 1.26% | +102+1.2% | Added |
| CAPROCK Group, Inc. | 8,253 | $4.05M | 0.15% | +737+9.8% | Added |
| Stephens Inc | 8,211 | $4.03M | 0.06% | −140−1.7% | Reduced |
| Lecap Asset Management Ltd | 8,199 | $4.03M | 0.87% | +8,199 | New |
| Elevatus Welath Management | 8,189 | $4.02M | 1.31% | +107+1.3% | Added |
| Lee Johnson Capital Management, LLC | 8,178 | $4.02M | 2.07% | +8,178 | New |
| Empowered Funds, LLC | 8,177 | $4.02M | 0.06% | +345+4.4% | Added |
| Hilltop Holdings Inc. | 8,160 | $4.01M | 0.26% | +3,172+63.6% | Added |
| Snowden Capital Advisors LLC | 8,129 | $3.99M | 0.12% | −851−9.5% | Reduced |
| Citizens Financial Group Inc | 8,120 | $3.99M | 0.08% | +1,406+20.9% | Added |
| Consolidated Planning Corp | 8,099 | $3.98M | 0.59% | +1,198+17.4% | Added |
| Vident Advisory, LLC | 8,068 | $3.96M | 0.10% | +595+8.0% | Added |
| BDF-Gestion | 8,024 | $3.95M | 0.65% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,013 | $3.94M | 0.05% | +265+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,678 | $3.93M | 0.04% | −1,243−13.9% | Reduced |
| Passumpsic Savings Bank | 7,989 | $3.92M | 2.58% | −215−2.6% | Reduced |
| Oak Asset Management, LLC | 7,985 | $3.92M | 1.39% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,967 | $3.91M | 0.10% | +6,193+349.1% | Added |
| Wellington Shields Capital Management, LLC | 7,875 | $3.87M | 0.67% | +600+8.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,859 | $3.86M | 0.29% | −127−1.6% | Reduced |
| Principal Securities, Inc. | 7,790 | $3.83M | 0.09% | −153−1.9% | Reduced |
| Adviser Investments LLC | 7,622 | $3.74M | 0.05% | −381−4.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,618 | $3.74M | 0.04% | +308+4.2% | Added |
| WD Rutherford LLC | 7,560 | $3.71M | 1.81% | −286−3.6% | Reduced |
| Plato Investment Management Ltd | 7,560 | $3.71M | 0.30% | −30.0% | Reduced |