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 |
|---|---|---|---|---|---|
| Morling Financial Advisors, LLC | 736 | $399.9K | 0.13% | −31−4.0% | Reduced |
| AGH Wealth Advisors, LLC | 737 | $400.5K | 0.33% | +109+17.4% | Added |
| McAdam, LLC | 738 | $401.0K | 0.02% | +68+10.1% | Added |
| Lockerman Financial Group, Inc. | 738 | $401.0K | 0.54% | +738 | New |
| Bourgeon Capital Management LLC | 740 | $402.1K | 0.08% | −571−43.6% | Reduced |
| Chilton Investment Co LLC | 741 | $402.7K | 0.01% | +49+7.1% | Added |
| Great Diamond Partners, LLC | 743 | $403.8K | 0.09% | +60+8.8% | Added |
| Weybosset Research & Management LLC | 745 | $404.8K | 0.14% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 748 | $406.2K | 0.05% | +15+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 750 | $407.6K | 0.01% | +88+13.3% | Added |
| BIT Capital GmbH | 750 | $407.6K | 0.03% | +421+128.0% | Added |
| Arlington Trust Co LLC | 751 | $408.1K | 0.08% | +6+0.8% | Added |
| Vestor Capital, LLC | 5,594 | $409.0K | 0.04% | −18,965−77.2% | Reduced |
| Finer Wealth Management, Inc. | 753 | $409.2K | 0.22% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $410.8K | 0.23% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 756 | $410.8K | 0.24% | +756 | New |
| Canandaigua National Bank & Trust Co | 757 | $411.4K | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 762 | $414.1K | 0.03% | +216+39.6% | Added |
| Cornerstone Wealth Group, LLC | 764 | $414.9K | 0.03% | +128+20.1% | Added |
| True Vision MN LLC | 766 | $416.3K | 0.23% | +22+3.0% | Added |
| Waldron Private Wealth LLC | 769 | $417.9K | 0.02% | −181−19.1% | Reduced |
| Gryphon Financial Partners LLC | 769 | $417.9K | 0.05% | +72+10.3% | Added |
| Johnson Financial Group, Inc. | 775 | $421.1K | 0.02% | +197+34.1% | Added |
| Capital Wealth Planning, LLC | 781 | $424.4K | 0.00% | +88+12.7% | Added |
| Middleton & Co Inc | 783 | $425.5K | 0.05% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 783 | $425.5K | 0.02% | +3+0.4% | Added |
| Cornerstone Wealth Management, LLC | 786 | $427.1K | 0.03% | +165+26.6% | Added |
| MONECO Advisors, LLC | 791 | $429.7K | 0.04% | −279−26.1% | Reduced |
| DMG Group, LLC | 793 | $430.9K | 0.34% | −45−5.4% | Reduced |
| Advance Capital Management, Inc. | 793 | $430.9K | 0.02% | −11−1.4% | Reduced |
| Founders Financial Alliance, LLC | 794 | $431.5K | 0.10% | +7+0.9% | Added |
| Granite Investment Partners, LLC | 796 | $432.6K | 0.02% | +28+3.6% | Added |
| New Hampshire Trust | 796 | $432.6K | 0.09% | +93+13.2% | Added |
| Avid Wealth Partners LLC | 796 | $432.6K | 0.25% | +796 | New |
| First Foundation Advisors | 797 | $433.1K | 0.02% | +303+61.3% | Added |
| First American Trust, FSB | 799 | $434.1K | 0.03% | −6−0.7% | Reduced |
| Autumn Glory Partners, LLC | 799 | $434.2K | 0.20% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $434.7K | 0.04% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 801 | $435.3K | 0.10% | −10−1.2% | Reduced |
| ProVise Management Group, LLC | 801 | $435.3K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $435.3K | 0.14% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 802 | $435.8K | 0.05% | +256+46.9% | Added |
| George Kaiser Family Foundation | 802 | $435.8K | 0.06% | +256+46.9% | Added |
| UMA Financial Services, Inc. | 804 | $436.9K | 0.07% | +54+7.2% | Added |
| Platform Technology Partners | 806 | $437.8K | 0.11% | +80+11.0% | Added |
| Ameliora Wealth Management Ltd. | 807 | $438.5K | 0.16% | +457+130.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 813 | $441.8K | 0.22% | −2−0.2% | Reduced |
| Soltis Investment Advisors LLC | 815 | $442.6K | 0.03% | +174+27.1% | Added |
| Kraematon Investment Advisors, Inc | 816 | $443.4K | 0.42% | −10−1.2% | Reduced |
| Values First Advisors, Inc. | 817 | $443.9K | 0.24% | −13−1.6% | Reduced |
| Farringdon Capital, Ltd. | 818 | $444.5K | 0.15% | +818 | New |
| Pension & Wealth Management Advisors, Inc. | 817 | $444.5K | 0.15% | +9+1.1% | Added |
| Exencial Wealth Advisors, LLC | 818 | $444.7K | 0.02% | +157+23.8% | Added |
| Napa Wealth Management | 823 | $447.2K | 0.21% | −74−8.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 823 | $447.2K | 0.17% | +35+4.4% | Added |
| Kera Capital Partners, Inc. | 826 | $448.9K | 0.09% | +826 | New |
| YANKCOM Partnership | 827 | $449.4K | 0.22% | +16+2.0% | Added |
| VisionPoint Advisory Group, LLC | 827 | $449.4K | 0.10% | +827 | New |
| Strait & Sound Wealth Management LLC | 830 | $451.0K | 0.19% | −127−13.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 830 | $452.0K | 0.00% | +830 | New |
| Private Wealth Asset Management, LLC | 833 | $452.7K | 0.06% | +376+82.3% | Added |
| Ground Swell Capital, LLC | 834 | $453.2K | 0.74% | +834 | New |
| Rainier Family Wealth Inc | 837 | $454.8K | 0.45% | +30+3.7% | Added |
| Novem Group | 845 | $459.2K | 0.06% | +61+7.8% | Added |
| Atlas Brown,Inc. | 847 | $460.2K | 0.15% | −68−7.4% | Reduced |
| Wealth Management Associates, Inc. | 848 | $460.8K | 0.18% | 00.0% | Unchanged |
| Fragasso Group Inc. | 848 | $460.8K | 0.03% | +143+20.3% | Added |
| Severin Investments, LLC | 853 | $463.6K | 0.44% | −327−27.7% | Reduced |
| Holderness Investments Co | 854 | $464.1K | 0.10% | +15+1.8% | Added |
| Fortune Financial Advisors, LLC | 856 | $465.2K | 0.37% | +133+18.4% | Added |
| Financial Engines Advisors L.L.C. | 857 | $466.0K | 0.00% | +857 | New |
| Renasant Bank | 859 | $466.8K | 0.31% | +7+0.8% | Added |
| M.E. Allison & Co., Inc. | 860 | $467.3K | 0.38% | 00.0% | Unchanged |
| Foronjy Financial LLC | 863 | $469.0K | 0.22% | +863 | New |
| Callahan Advisors, LLC | 864 | $469.5K | 0.04% | +2+0.2% | Added |
| Financial Advocates Investment Management | 865 | $470.1K | 0.04% | −854−49.7% | Reduced |
| Gentry Private Wealth, LLC | 868 | $471.7K | 0.36% | −8−0.9% | Reduced |
| Drake & Associates, LLC | 870 | $472.8K | 0.12% | +293+50.8% | Added |
| Bridgewater Advisors Inc. | 952 | $473.2K | 0.04% | +60+6.7% | Added |
| Martin Currie Ltd | 872 | $473.9K | 0.02% | −2,131−71.0% | Reduced |
| Creative Capital Management Investments LLC | 873 | $474.4K | 0.17% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 874 | $474.9K | 0.09% | −419−32.4% | Reduced |
| Romano Brothers and Company | 874 | $474.9K | 0.06% | +874 | New |
| Wealth Advisors of Tampa Bay, LLC | 877 | $476.6K | 0.18% | +95+12.1% | Added |
| Lecap Asset Management Ltd | 880 | $478.2K | 0.17% | −2,712−75.5% | Reduced |
| BSW Wealth Partners | 881 | $478.7K | 0.07% | +3+0.3% | Added |
| LexAurum Advisors, LLC | 883 | $479.8K | 0.08% | −38−4.1% | Reduced |
| Howard Financial Services, Ltd. | 883 | $479.8K | 0.06% | +13+1.5% | Added |
| Index Fund Advisors, Inc. | 888 | $482.5K | 0.03% | +441+98.7% | Added |
| FSM Wealth Advisors, LLC | 903 | $482.7K | 0.08% | +357+65.4% | Added |
| Fiduciary Financial Group, LLC | 899 | $483.7K | 0.09% | −10−1.1% | Reduced |
| Altfest L J & Co Inc | 892 | $484.7K | 0.06% | −185−17.2% | Reduced |
| Burling Wealth Partners, LLC | 892 | $484.7K | 0.09% | −172−16.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 892 | $484.7K | 0.13% | +892 | New |
| Scott Marsh Financial, LLC | 896 | $486.9K | 0.18% | +896 | New |
| First Dallas Securities Inc. | 900 | $489.1K | 0.19% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $489.1K | 0.11% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 900 | $489.1K | 0.03% | +12+1.4% | Added |
| Legacy Capital Group California, Inc. | 910 | $494.5K | 0.14% | +910 | New |
| Sittner & Nelson, LLC | 911 | $495.0K | 0.20% | 00.0% | Unchanged |