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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 4,811 | $2.36M | 0.13% | +4,811 | New |
| Stonebridge Capital Advisors LLC | 4,797 | $2.36M | 0.19% | −13−0.3% | Reduced |
| Alaethes Wealth LLC | 4,792 | $2.35M | 0.87% | −657−12.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,730 | $2.32M | 0.12% | +1,585+50.4% | Added |
| Redmond Asset Management, LLC | 4,721 | $2.32M | 0.73% | −28−0.6% | Reduced |
| NorthRock Partners, LLC | 4,702 | $2.31M | 0.08% | +193+4.3% | Added |
| Avestar Capital, LLC | 4,675 | $2.30M | 0.25% | +170+3.8% | Added |
| South Dakota Investment Council | 4,653 | $2.29M | 0.04% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 4,638 | $2.28M | 0.24% | +742+19.0% | Added |
| Alamar Capital Management, LLC | 4,631 | $2.28M | 1.26% | +6+0.1% | Added |
| Scientech Research LLC | 4,607 | $2.26M | 0.45% | +65+1.4% | Added |
| Angeles Wealth Management, LLC | 4,604 | $2.26M | 0.19% | −124−2.6% | Reduced |
| Malaga Cove Capital, LLC | 4,581 | $2.25M | 0.91% | −62−1.3% | Reduced |
| Conway Capital Management, Inc. | 4,569 | $2.24M | 1.09% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4,551 | $2.24M | 0.12% | −900−16.5% | Reduced |
| Western Wealth Management, LLC | 4,539 | $2.23M | 0.13% | +1,374+43.4% | Added |
| International Assets Investment Management, LLC | 1,090,619 | $2.22M | 0.01% | +1,088,415+49,383.6% | Added |
| Alhambra Investment Partners LLC | 4,500 | $2.21M | 1.15% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,499 | $2.21M | 1.64% | −41,462−90.2% | Reduced |
| RiverPark Advisors, LLC | 4,480 | $2.20M | 1.80% | −818−15.4% | Reduced |
| USA Financial Portformulas Corp | 4,463 | $2.19M | 0.34% | +2,048+84.8% | Added |
| Merit Financial Group, LLC | 4,451 | $2.19M | 0.05% | −106−2.3% | Reduced |
| Crestwood Advisors Group LLC | 4,432 | $2.18M | 0.04% | +139+3.2% | Added |
| Ritholtz Wealth Management | 4,421 | $2.17M | 0.07% | +546+14.1% | Added |
| Terra Nova Asset Management LLC | 4,413 | $2.17M | 1.61% | −17−0.4% | Reduced |
| TriaGen Wealth Management LLC | 4,389 | $2.16M | 0.72% | −4,113−48.4% | Reduced |
| Clare Market Investments LLC | 4,384 | $2.15M | 0.56% | +1,214+38.3% | Added |
| Hollencrest Capital Management | 4,377 | $2.15M | 0.09% | +33+0.8% | Added |
| Old National Bancorp | 4,376 | $2.15M | 0.05% | +10+0.2% | Added |
| Eastover Investment Advisors LLC | 4,375 | $2.15M | 1.01% | −320−6.8% | Reduced |
| CWA Asset Management Group, LLC | 4,366 | $2.15M | 0.11% | +4,366 | New |
| Waterloo Capital, L.P. | 4,359 | $2.14M | 0.23% | +521+13.6% | Added |
| Diversified Trust Co | 4,358 | $2.14M | 0.05% | −959−18.0% | Reduced |
| Intellectus Partners, LLC | 4,355 | $2.14M | 0.55% | −75−1.7% | Reduced |
| Legacy Advisors, LLC | 4,354 | $2.14M | 0.23% | +3,463+388.7% | Added |
| Evolutionary Tree Capital Management, LLC | 4,342 | $2.13M | 2.14% | −112−2.5% | Reduced |
| GM Advisory Group, Inc. | 4,271 | $2.10M | 0.13% | +58+1.4% | Added |
| Kingsview Wealth Management, LLC | 4,260 | $2.09M | 0.04% | −68−1.6% | Reduced |
| We Are One Seven, LLC | 4,226 | $2.08M | 0.09% | +136+3.3% | Added |
| E Fund Management Co., Ltd. | 4,223 | $2.07M | 0.11% | +250+6.3% | Added |
| WoodTrust Financial Corp | 4,212 | $2.07M | 0.29% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,206 | $2.07M | 0.12% | −10−0.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,200 | $2.06M | 1.31% | −1,700−28.8% | Reduced |
| CNB Bank | 4,187 | $2.06M | 0.95% | −321−7.1% | Reduced |
| Qtron Investments LLC | 4,180 | $2.05M | 0.28% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,997 | $2.05M | 0.20% | +934+30.5% | Added |
| Schechter Investment Advisors, LLC | 4,164 | $2.05M | 0.15% | −292−6.6% | Reduced |
| Evergreen Capital Management LLC | 4,156 | $2.04M | 0.07% | +149+3.7% | Added |
| Argus Investors' Counsel, Inc. | 4,151 | $2.04M | 1.33% | −31−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,119 | $2.02M | 0.06% | +480+13.2% | Added |
| Spears Abacus Advisors LLC | 4,085 | $2.01M | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 4,063 | $2.00M | 0.04% | +1,823+81.4% | Added |
| Trust Asset Management LLC | 4,051 | $1.99M | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 4,046 | $1.99M | 0.05% | +4,046 | New |
| SlateStone Wealth, LLC | 4,038 | $1.98M | 0.18% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,005 | $1.97M | 0.19% | −2,339−36.9% | Reduced |
| Next Century Growth Investors LLC | 3,997 | $1.96M | 0.16% | −334−7.7% | Reduced |
| Sepio Capital, LP | 3,986 | $1.96M | 0.15% | −31−0.8% | Reduced |
| Geneva Capital Management LLC | 3,963 | $1.95M | 0.03% | −345−8.0% | Reduced |
| Fort Washington Investment Advisors Inc | 3,960 | $1.95M | 0.01% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 3,941 | $1.94M | 1.15% | −1,202−23.4% | Reduced |
| ExodusPoint Capital Management, LP | 3,934 | $1.93M | 0.02% | −74,588−95.0% | Reduced |
| Legacy Bridge, LLC | 3,930 | $1.93M | 1.04% | −5−0.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,908 | $1.92M | 0.29% | +232+6.3% | Added |
| Wealthcare Advisory Partners LLC | 3,907 | $1.92M | 0.05% | +84+2.2% | Added |
| Syon Capital LLC | 3,885 | $1.91M | 0.17% | +152+4.1% | Added |
| Howland Capital Management LLC | 3,882 | $1.91M | 0.08% | +37+1.0% | Added |
| Willner & Heller, LLC | 3,875 | $1.90M | 1.70% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,877 | $1.89M | 0.05% | −1,793−31.6% | Reduced |
| Denali Advisors LLC | 3,849 | $1.89M | 0.20% | +3,849 | New |
| Ballentine Partners, LLC | 3,847 | $1.89M | 0.03% | +396+11.5% | Added |
| Boston Financial Mangement LLC | 3,832 | $1.88M | 0.06% | −25−0.6% | Reduced |
| Westmount Partners, LLC | 3,791 | $1.86M | 0.56% | −3−0.1% | Reduced |
| HBK Sorce Advisory LLC | 3,773 | $1.85M | 0.06% | −995−20.9% | Reduced |
| McRae Capital Management Inc | 3,765 | $1.85M | 0.36% | −200−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,747 | $1.84M | 0.09% | −1,427−27.6% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $1.83M | 0.65% | 00.0% | Unchanged |
| CenterBook Partners LP | 3,713 | $1.82M | 0.11% | +3,713 | New |
| TD Private Client Wealth LLC | 3,689 | $1.81M | 0.05% | −529−12.5% | Reduced |
| 180 Wealth Advisors, LLC | 3,683 | $1.81M | 0.28% | +5+0.1% | Added |
| Principle Wealth Partners LLC | 3,677 | $1.81M | 0.13% | +230+6.7% | Added |
| Cigna Investments Inc | 3,658 | $1.80M | 0.32% | −17−0.5% | Reduced |
| First United Bank Trust | 3,641 | $1.79M | 0.64% | +78+2.2% | Added |
| PFG Investments, LLC | 3,599 | $1.77M | 0.11% | +289+8.7% | Added |
| 1858 Wealth Management, LLC | 3,584 | $1.76M | 1.45% | −488−12.0% | Reduced |
| Knollwood Investment Advisory, LLC | 3,581 | $1.76M | 0.19% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,574 | $1.76M | 0.16% | +3,574 | New |
| Mission Creek Capital Partners, Inc. | 3,563 | $1.75M | 0.41% | +342+10.6% | Added |
| Proequities, Inc. | 3,543 | $1.74M | 0.10% | −339−8.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,542 | $1.74M | 1.00% | −2−0.1% | Reduced |
| Doliver Advisors, LP | 3,534 | $1.74M | 0.48% | −261−6.9% | Reduced |
| Leavell Investment Management, Inc. | 3,531 | $1.73M | 0.09% | +25+0.7% | Added |
| Mirador Capital Partners LP | 3,526 | $1.73M | 0.31% | +50+1.4% | Added |
| V-Square Quantitative Management LLC | 3,523 | $1.73M | 0.25% | +483+15.9% | Added |
| Portfolio Design Labs, LLC | 3,519 | $1.73M | 0.48% | +2,912+479.7% | Added |
| Root Financial Partners, LLC | 3,509 | $1.72M | 0.28% | +3,509 | New |
| Alerus Financial NA | 3,492 | $1.72M | 0.13% | −233−6.3% | Reduced |
| Bedel Financial Consulting, Inc. | 3,444 | $1.69M | 0.24% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,444 | $1.69M | 0.12% | +131+4.0% | Added |
| Insigneo Advisory Services, LLC | 3,437 | $1.69M | 0.17% | −292−7.8% | Reduced |