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 |
|---|---|---|---|---|---|
| Andrew Hill Investment Advisors, Inc. | 7,536 | $3.70M | 2.77% | +27+0.4% | Added |
| Signaturefd, LLC | 7,493 | $3.68M | 0.07% | +237+3.3% | Added |
| Intrust Bank NA | 7,478 | $3.67M | 0.37% | −29−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 7,463 | $3.67M | 0.13% | −71−0.9% | Reduced |
| First Bank & Trust | 7,432 | $3.65M | 0.69% | −127−1.7% | Reduced |
| Exome Asset Management LLC | 7,427 | $3.65M | 2.47% | +1,069+16.8% | Added |
| Azzad Asset Management Inc | 7,418 | $3.64M | 0.41% | −9,011−54.8% | Reduced |
| Eagle Health Investments LP | 7,390 | $3.63M | 0.70% | −20,900−73.9% | Reduced |
| Meeder Advisory Services, Inc. | 7,386 | $3.63M | 0.23% | +22+0.3% | Added |
| Front Row Advisors LLC | 7,345 | $3.61M | 1.29% | +114+1.6% | Added |
| Wendell David Associates Inc | 7,275 | $3.57M | 0.34% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 7,181 | $3.53M | 0.03% | +7,181 | New |
| Boothbay Fund Management, LLC | 7,123 | $3.50M | 0.11% | −7,079−49.8% | Reduced |
| Panagora Asset Management Inc | 7,093 | $3.48M | 0.02% | −20.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,051 | $3.46M | 0.03% | −4,549−39.2% | Reduced |
| Daymark Wealth Partners, LLC | 7,027 | $3.45M | 0.15% | +24+0.3% | Added |
| Affinity Wealth Management LLC | 7,013 | $3.45M | 0.61% | +7,013 | New |
| Scott & Selber, Inc. | 6,903 | $3.39M | 1.05% | −32−0.5% | Reduced |
| Ostrum Asset Management | 6,901 | $3.39M | 0.28% | −562−7.5% | Reduced |
| Harbor Capital Advisors, Inc. | 6,834 | $3.36M | 0.15% | +35+0.5% | Added |
| GLOBALT Investments LLC | 6,809 | $3.35M | 0.13% | +5,909+656.6% | Added |
| First Horizon Advisors, Inc. | 6,707 | $3.29M | 0.09% | +318+5.0% | Added |
| Central Pacific Bank - Trust Division | 6,663 | $3.27M | 0.41% | −15−0.2% | Reduced |
| Legacy CG, LLC | 6,618 | $3.25M | 1.06% | +6,618 | New |
| Black Swift Group, LLC | 6,600 | $3.24M | 0.72% | +6,600 | New |
| XTX Topco Ltd | 6,588 | $3.24M | 0.24% | +6,588 | New |
| Summit Financial, LLC | 6,562 | $3.22M | 0.13% | +500+8.2% | Added |
| Herold Advisors, Inc. | 6,450 | $3.17M | 0.69% | 00.0% | Unchanged |
| Kampmann Melissa S. | 6,363 | $3.13M | 2.21% | −345−5.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,479 | $3.11M | 0.16% | +94+1.5% | Added |
| Goelzer Investment Management, Inc. | 6,321 | $3.11M | 0.17% | +39+0.6% | Added |
| Moody National Bank Trust Division | 6,319 | $3.10M | 0.33% | +543+9.4% | Added |
| Nilsine Partners, LLC | 6,294 | $3.09M | 0.40% | −253−3.9% | Reduced |
| Highland Capital Management, LLC | 6,268 | $3.08M | 0.18% | +6,268 | New |
| Procyon Private Wealth Partners, LLC | 6,257 | $3.07M | 0.21% | +248+4.1% | Added |
| First Financial Bankshares Inc | 6,246 | $3.07M | 0.06% | +108+1.8% | Added |
| J. Safra Sarasin Holding AG | 6,241 | $3.07M | 0.05% | −197−3.1% | Reduced |
| Wetherby Asset Management Inc | 6,237 | $3.06M | 0.14% | −9−0.1% | Reduced |
| Verition Fund Management LLC | 6,150 | $3.02M | 0.02% | −6,269−50.5% | Reduced |
| Guardian Capital LP | 6,145 | $3.02M | 0.11% | −37−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 6,120 | $3.01M | 0.44% | −129−2.1% | Reduced |
| Stratos Wealth Advisors, LLC | 6,095 | $2.99M | 0.14% | +162+2.7% | Added |
| Legato Capital Management LLC | 6,033 | $2.96M | 0.37% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,966 | $2.93M | 0.21% | −10.0% | Reduced |
| Claret Asset Management Corp | 5,947 | $2.92M | 0.48% | −70−1.2% | Reduced |
| Clarity Capital Partners LLC | 5,917 | $2.91M | 1.71% | +257+4.5% | Added |
| PFG Advisors | 5,788 | $2.84M | 0.18% | −677−10.5% | Reduced |
| Kornitzer Capital Management Inc | 5,775 | $2.84M | 0.05% | −1,851−24.3% | Reduced |
| Savant Capital, LLC | 5,773 | $2.84M | 0.02% | +2,044+54.8% | Added |
| Broadwater Capital Management LLC | 5,772 | $2.84M | 2.09% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,744 | $2.82M | 0.76% | −231−3.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,740 | $2.82M | 0.04% | −15−0.3% | Reduced |
| Tower View Investment Management & Research LLC | 5,709 | $2.80M | 1.54% | −39−0.7% | Reduced |
| AE Wealth Management LLC | 5,701 | $2.80M | 0.03% | +1,879+49.2% | Added |
| Meiji Yasuda Life Insurance Co | 5,701 | $2.80M | 0.05% | −56−1.0% | Reduced |
| Falcon Wealth Planning | 5,693 | $2.80M | 0.33% | +23+0.4% | Added |
| IMA Wealth, Inc. | 5,686 | $2.79M | 0.61% | −153−2.6% | Reduced |
| Westpac Banking Corp | 5,671 | $2.79M | 0.19% | −2,998−34.6% | Reduced |
| King Luther Capital Management Corp | 5,665 | $2.78M | 0.01% | −5−0.1% | Reduced |
| Pinnacle Wealth Management, LLC | 5,636 | $2.77M | 3.31% | −1,692−23.1% | Reduced |
| Headlands Technologies LLC | 5,629 | $2.77M | 0.32% | +62+1.1% | Added |
| Quadrant Capital Group LLC | 5,586 | $2.74M | 0.19% | +58+1.0% | Added |
| Hills Bank & Trust Co | 5,561 | $2.73M | 0.21% | −1,599−22.3% | Reduced |
| RMR Wealth Builders | 5,463 | $2.68M | 0.28% | −236−4.1% | Reduced |
| Accurate Wealth Management, LLC | 5,605 | $2.68M | 0.54% | +20.0% | Added |
| Perigon Wealth Management, LLC | 5,454 | $2.68M | 0.07% | +20+0.4% | Added |
| Summit Trail Advisors, LLC | 5,452 | $2.68M | 0.07% | +738+15.7% | Added |
| Ascent Group, LLC | 5,451 | $2.68M | 0.20% | +2,353+76.0% | Added |
| Wedmont Private Capital | 5,671 | $2.67M | 0.15% | +912+19.2% | Added |
| Allianz SE | 5,372 | $2.64M | 0.07% | +3,261+154.5% | Added |
| Jefferies Financial Group Inc. | 5,369 | $2.64M | 0.04% | +5,369 | New |
| Diversify Advisory Services, LLC | 5,076 | $2.63M | 0.14% | −1,002−16.5% | Reduced |
| Court Place Advisors, LLC | 5,310 | $2.61M | 0.76% | −145−2.7% | Reduced |
| Everett Harris & Co | 5,278 | $2.59M | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,271 | $2.59M | 0.73% | −163−3.0% | Reduced |
| Cookson Peirce & Co Inc | 5,243 | $2.58M | 0.12% | +1,592+43.6% | Added |
| Altman Advisors, Inc. | 5,241 | $2.57M | 1.15% | −106−2.0% | Reduced |
| Suvretta Capital Management, LLC | 5,200 | $2.55M | 0.09% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,900 | $2.54M | 0.14% | −1,500−23.4% | Reduced |
| Impax Asset Management Group plc | 5,167 | $2.54M | 0.01% | +1,577+43.9% | Added |
| Equitable Holdings, Inc. | 5,158 | $2.53M | 0.02% | +405+8.5% | Added |
| STF Management LP | 5,149 | $2.53M | 1.15% | −440−7.9% | Reduced |
| Vivid Wealth Management, LLC | 5,126 | $2.52M | 1.32% | +275+5.7% | Added |
| Trust Co of Vermont | 5,120 | $2.52M | 0.13% | +71+1.4% | Added |
| Stablepoint Partners, LLC | 5,105 | $2.51M | 0.46% | −151−2.9% | Reduced |
| Segment Wealth Management, LLC | 5,097 | $2.50M | 0.17% | +4+0.1% | Added |
| GAMMA Investing LLC | 5,090 | $2.50M | 0.25% | +1,211+31.2% | Added |
| Close Asset Management Ltd | 5,078 | $2.50M | 0.08% | +139+2.8% | Added |
| M&G Plc | 5,069 | $2.49M | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 5,039 | $2.48M | 0.80% | +88+1.8% | Added |
| Ingalls & Snyder LLC | 5,035 | $2.47M | 0.10% | +700+16.1% | Added |
| Transform Wealth, LLC | 5,006 | $2.46M | 0.16% | −105−2.1% | Reduced |
| HighPoint Advisor Group LLC | 4,833 | $2.45M | 0.14% | −235−4.6% | Reduced |
| Scotia Capital Inc. | 4,962 | $2.44M | 0.01% | +44+0.9% | Added |
| Stiles Financial Services Inc | 4,937 | $2.43M | 0.85% | +57+1.2% | Added |
| Texas Yale Capital Corp. | 4,930 | $2.42M | 0.11% | 00.0% | Unchanged |
| Account Management LLC | 4,875 | $2.39M | 2.85% | −400−7.6% | Reduced |
| RMB Capital Management, LLC | 4,837 | $2.38M | 0.05% | +363+8.1% | Added |
| Walleye Trading LLC | 4,822 | $2.37M | 0.06% | −77−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,821 | $2.37M | 0.03% | +90+1.9% | Added |