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, Q2 2025
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2025. 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
- 2,270
- +103 vs. Q1 2025
- Shares held
- 306.1M
- +3.71M (+1.2%) vs. Q1 2025
- Total value
- $164.5B
- +$14.8B (+9.9%) vs. Q1 2025
- New holders
- 215
- 1,037 more added
- Sold out
- 112
- 703 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Consilium Wealth Advisory, LLC | 1,794 | $974.9K | 0.41% | +1,794 | New |
| Venturi Wealth Management, LLC | 1,795 | $975.4K | 0.05% | +79+4.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,800 | $978.0K | 0.51% | −200−10.0% | Reduced |
| Harrell Investment Partners, LLC | 1,803 | $979.8K | 0.25% | +1,803 | New |
| Catalina Capital Group, LLC | 1,809 | $983.0K | 0.67% | −146−7.5% | Reduced |
| Centaurus Financial, Inc. | 1,811 | $984.0K | 0.06% | +11+0.6% | Added |
| Heritage Wealth Advisors | 1,811 | $984.1K | 0.05% | −50−2.7% | Reduced |
| Stamos Capital Partners, L.P. | 1,811 | $984.1K | 0.18% | +817+82.2% | Added |
| Resonant Capital Advisors, LLC | 1,816 | $986.8K | 0.06% | +262+16.9% | Added |
| 111 Capital | 1,817 | $987.4K | 0.17% | −1,001−35.5% | Reduced |
| Lewis Asset Management, LLC | 1,817 | $987.4K | 0.46% | 00.0% | Unchanged |
| Quest Partners LLC | 1,839 | $999.3K | 0.10% | +1,542+519.2% | Added |
| Aviso Financial Inc. | 1,847 | $1.00M | 0.05% | +424+29.8% | Added |
| Integrated Advisors Network LLC | 1,848 | $1.00M | 0.05% | +81+4.6% | Added |
| Eqis Capital Management, Inc. | 1,849 | $1.00M | 0.08% | +8+0.4% | Added |
| Rehmann Capital Advisory Group | 1,855 | $1.01M | 0.06% | +197+11.9% | Added |
| Manchester Capital Management LLC | 1,872 | $1.02M | 0.13% | −451−19.4% | Reduced |
| TFB Advisors LLC | 1,876 | $1.02M | 0.27% | +124+7.1% | Added |
| WealthPlan Investment Management, LLC | 1,876 | $1.02M | 0.07% | +131+7.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,890 | $1.03M | 0.08% | +140+8.0% | Added |
| Portside Wealth Group, LLC | 1,891 | $1.03M | 0.15% | +230+13.8% | Added |
| Parsons Capital Management Inc | 1,895 | $1.03M | 0.06% | +145+8.3% | Added |
| Norris Perne & French LLP | 1,897 | $1.03M | 0.07% | −24−1.2% | Reduced |
| Bingham Private Wealth, LLC | 1,911 | $1.04M | 0.99% | −18−0.9% | Reduced |
| Portfolio Design Labs, LLC | 1,920 | $1.04M | 0.20% | +547+39.8% | Added |
| LaFleur & Godfrey LLC | 1,923 | $1.04M | 0.13% | −16−0.8% | Reduced |
| CX Institutional | 1,931 | $1.05M | 0.04% | +58+3.1% | Added |
| JGP Wealth Management, LLC | 1,955 | $1.06M | 0.13% | +35+1.8% | Added |
| Missouri Trust & Investment Co | 1,955 | $1.06M | 0.35% | +200+11.4% | Added |
| Michael B. Yongue | 1,956 | $1.06M | 0.80% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,960 | $1.07M | 1.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,972 | $1.07M | 0.08% | +126+6.8% | Added |
| Centennial Bank | 1,994 | $1.08M | 0.45% | +118+6.3% | Added |
| Sargent Investment Group, LLC | 2,290 | $1.09M | 0.15% | +1,706+292.1% | Added |
| NCP Inc. | 2,000 | $1.09M | 1.02% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $1.09M | 0.43% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,000 | $1.09M | 1.25% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 2,002 | $1.09M | 0.83% | −34−1.7% | Reduced |
| Chicago Trust Co NA | 2,009 | $1.09M | 0.15% | +665+49.5% | Added |
| Kesler, Norman & Wride, LLC | 2,018 | $1.10M | 0.19% | +242+13.6% | Added |
| IronOak Wealth LLC. | 2,022 | $1.10M | 1.07% | +2,022 | New |
| Heartland Bank & Trust Co | 2,027 | $1.10M | 0.52% | −41−2.0% | Reduced |
| Allegheny Financial Group LTD | 2,029 | $1.10M | 0.24% | +2+0.1% | Added |
| Wealthspire Advisors, LLC | 2,033 | $1.10M | 0.01% | +362+21.7% | Added |
| Two Sigma Securities, LLC | 2,036 | $1.11M | 0.14% | +2,036 | New |
| 17 Capital Partners, LLC | 2,041 | $1.11M | 0.64% | +150+7.9% | Added |
| Legacy Wealth Management, LLC | 2,042 | $1.11M | 0.34% | −168−7.6% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $1.11M | 0.62% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,046 | $1.11M | 0.04% | −580−22.1% | Reduced |
| Advisory Resource Group | 2,050 | $1.11M | 0.21% | +103+5.3% | Added |
| GeoWealth Management, LLC | 2,054 | $1.12M | 0.04% | −257−11.1% | Reduced |
| KPP Advisory Services LLC | 2,057 | $1.12M | 0.18% | +668+48.1% | Added |
| Ancora Advisors, LLC | 2,062 | $1.12M | 0.02% | +10.0% | Added |
| Fedenia Advisers LLC | 2,063 | $1.12M | 0.53% | −43−2.0% | Reduced |
| Schrum Private Wealth Management LLC | 2,069 | $1.12M | 0.90% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,074 | $1.13M | 0.11% | −148−6.7% | Reduced |
| Lifeworks Advisors, LLC | 2,080 | $1.13M | 0.17% | +43+2.1% | Added |
| Revolve Wealth Partners, LLC | 2,080 | $1.13M | 0.15% | −54−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 2,080 | $1.13M | 0.12% | +61+3.0% | Added |
| Fukoku Mutual Life Insurance Co | 2,086 | $1.13M | 0.07% | −140−6.3% | Reduced |
| Wealth Management Partners, LLC | 2,121 | $1.13M | 0.40% | +81+4.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,298 | $1.14M | 0.45% | +2,298 | New |
| Howard Capital Management Group, LLC | 2,100 | $1.14M | 0.08% | −25−1.2% | Reduced |
| Mendel Money Management | 2,114 | $1.15M | 0.51% | +2+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 2,121 | $1.15M | 0.09% | −100−4.5% | Reduced |
| Quest Investment Management LLC | 2,122 | $1.15M | 0.13% | +2,122 | New |
| Forum Financial Management, LP | 2,129 | $1.16M | 0.02% | +123+6.1% | Added |
| Balboa Wealth Partners | 2,130 | $1.16M | 0.23% | +674+46.3% | Added |
| Diligent Investors, LLC | 2,133 | $1.16M | 0.27% | −475−18.2% | Reduced |
| Moseley Investment Management Inc | 2,136 | $1.16M | 0.40% | +23+1.1% | Added |
| Davy Global Fund Management Ltd | 2,136 | $1.16M | 0.10% | +507+31.1% | Added |
| OneAscent Financial Services LLC | 2,156 | $1.16M | 0.08% | −179−7.7% | Reduced |
| Arete Wealth Advisors, LLC | 2,141 | $1.16M | 0.08% | −50−2.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,455 | $1.16M | 0.11% | +75+3.2% | Added |
| Choate Investment Advisors | 2,147 | $1.17M | 0.03% | −121−5.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,148 | $1.17M | 0.04% | +268+14.3% | Added |
| Sendero Wealth Management, LLC | 2,148 | $1.17M | 0.15% | +13+0.6% | Added |
| Doliver Advisors, LP | 2,157 | $1.17M | 0.32% | −1,153−34.8% | Reduced |
| NVWM, LLC | 2,158 | $1.17M | 0.28% | −13−0.6% | Reduced |
| Harrington Investments, INC | 2,160 | $1.17M | 0.62% | −65−2.9% | Reduced |
| Warm Springs Advisors Inc. | 2,160 | $1.17M | 1.01% | +133+6.6% | Added |
| Pure Financial Advisors, Inc. | 2,163 | $1.18M | 0.02% | +139+6.9% | Added |
| Tradition Wealth Management, LLC | 2,167 | $1.18M | 0.09% | −2−0.1% | Reduced |
| Sig Brokerage, LP | 2,174 | $1.18M | 0.32% | +2,174 | New |
| True North Advisors, LLC | 2,186 | $1.19M | 0.23% | +442+25.3% | Added |
| Circle Wealth Management, LLC | 2,198 | $1.19M | 0.03% | −10.0% | Reduced |
| Capital Management Associates | 2,200 | $1.20M | 1.95% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,200 | $1.20M | 0.19% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,202 | $1.20M | 0.09% | +2,202 | New |
| TownSquare Capital, LLC | 2,212 | $1.20M | 0.12% | −13,014−85.5% | Reduced |
| WSFS Capital Management, LLC | 2,228 | $1.21M | 0.07% | +381+20.6% | Added |
| Dana Investment Advisors, Inc. | 2,232 | $1.21M | 0.04% | +61+2.8% | Added |
| Patron Partners Advisors, LLC | 2,234 | $1.21M | 0.60% | +126+6.0% | Added |
| Proficio Capital Partners LLC | 2,235 | $1.21M | 0.08% | +363+19.4% | Added |
| S-Bank Fund Management Ltd | 2,235 | $1.21M | 0.18% | −233−9.4% | Reduced |
| Guerra Pan Advisors, LLC | 2,236 | $1.22M | 0.80% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,238 | $1.22M | 0.08% | +296+15.2% | Added |
| Catalyst Financial Partners LLC | 2,243 | $1.22M | 0.13% | +273+13.9% | Added |
| Trust Co of Virginia | 2,245 | $1.22M | 0.11% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,248 | $1.22M | 0.31% | −100−4.3% | Reduced |