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 |
|---|---|---|---|---|---|
| Argentarii, LLC | 913 | $496.1K | 0.23% | −11−1.2% | Reduced |
| LifeWealth Investments, LLC | 913 | $496.1K | 0.09% | +498+120.0% | Added |
| Yukon Wealth Management, Inc. | 914 | $496.7K | 0.18% | +12+1.3% | Added |
| Verdence Capital Advisors LLC | 915 | $497.2K | 0.03% | +20+2.2% | Added |
| Perissos Private Wealth Management, LLC | 916 | $497.8K | 0.39% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 916 | $497.8K | 0.05% | +32+3.6% | Added |
| Vertex Planning Partners, LLC | 917 | $498.3K | 0.10% | +21+2.3% | Added |
| Williams & Novak, LLC | 917 | $498.3K | 0.42% | +917 | New |
| Clarus Group, Inc. | 919 | $499.4K | 0.18% | +30+3.4% | Added |
| Hall Laurie J Trustee | 925 | $502.7K | 0.17% | 00.0% | Unchanged |
| S.A. Mason LLC | 925 | $502.7K | 0.24% | +430+86.9% | Added |
| Morris Retirement Advisors, LLC | 928 | $504.1K | 0.24% | +200+27.5% | Added |
| Sivia Capital Partners, LLC | 928 | $504.3K | 0.17% | +34+3.8% | Added |
| Onefund, LLC | 930 | $505.0K | 0.36% | −5−0.5% | Reduced |
| Riversedge Advisors, LLC | 932 | $506.5K | 0.10% | +65+7.5% | Added |
| Carroll Investors, Inc | 932 | $506.5K | 0.27% | +293+45.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 934 | $507.5K | 0.11% | +60+6.9% | Added |
| Cross Staff Investments Inc | 936 | $508.6K | 0.38% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 937 | $509.2K | 0.01% | −106−10.2% | Reduced |
| Dearborn Partners LLC | 938 | $509.7K | 0.02% | +11+1.2% | Added |
| Goepper Burkhardt LLC | 942 | $511.9K | 0.19% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 950 | $516.2K | 0.33% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 950 | $516.2K | 0.06% | +950 | New |
| KFG Wealth Management, LLC | 955 | $519.0K | 0.08% | +10+1.1% | Added |
| Parkside Financial Bank & Trust | 955 | $519.0K | 0.06% | +105+12.4% | Added |
| Bay Capital Advisors, LLC | 956 | $519.5K | 0.40% | −83−8.0% | Reduced |
| Principal Street Partners, LLC | 958 | $520.6K | 0.05% | +474+97.9% | Added |
| Alamea Verwaltungs GmbH | 959 | $521.1K | 0.39% | +14+1.5% | Added |
| Versant Capital Management, Inc | 960 | $521.7K | 0.08% | −232−19.5% | Reduced |
| Capital Market Strategies LLC | 965 | $524.4K | 0.36% | −89−8.4% | Reduced |
| Proactive Wealth Strategies LLC | 967 | $525.0K | 0.25% | +50+5.5% | Added |
| Ariadne Wealth Management, LP | 1,095 | $528.2K | 0.25% | −95−8.0% | Reduced |
| Centurion Wealth Management LLC | 972 | $528.2K | 0.15% | −4−0.4% | Reduced |
| Schnieders Capital Management LLC | 973 | $528.7K | 0.09% | +268+38.0% | Added |
| Level Four Advisory Services, LLC | 975 | $529.8K | 0.02% | +117+13.6% | Added |
| Rossmore Private Capital | 978 | $531.5K | 0.06% | −101−9.4% | Reduced |
| RHS Financial, LLC | 980 | $532.5K | 0.30% | −161−14.1% | Reduced |
| Acropolis Investment Management, LLC | 980 | $532.5K | 0.03% | −6−0.6% | Reduced |
| Triangle Securities Wealth Management | 980 | $532.5K | 0.13% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 982 | $533.6K | 0.05% | −34−3.3% | Reduced |
| Avion Wealth | 984 | $534.0K | 0.12% | +22+2.3% | Added |
| Personal Cfo Solutions, LLC | 986 | $535.8K | 0.10% | −246−20.0% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 987 | $536.3K | 0.19% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 989 | $537.4K | 0.01% | +7+0.7% | Added |
| AIMZ Investment Advisors, LLC | 990 | $538.0K | 0.18% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 993 | $539.6K | 0.03% | +3+0.3% | Added |
| Peloton Wealth Strategists | 995 | $541.0K | 0.22% | +995 | New |
| Navalign, LLC | 996 | $541.2K | 0.15% | −135−11.9% | Reduced |
| TFG Advisers LLC | 997 | $541.8K | 0.19% | +62+6.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,000 | $543.0K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,000 | $543.4K | 0.06% | +2+0.2% | Added |
| Hobbs Group Advisors, LLC | 1,002 | $544.5K | 0.19% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,021 | $544.9K | 0.05% | −56−5.2% | Reduced |
| Tufton Capital Management | 1,003 | $545.0K | 0.10% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,007 | $547.2K | 0.14% | −109−9.8% | Reduced |
| Gsa Capital Partners LLP | 1,008 | $548.0K | 0.04% | +1,008 | New |
| 44 Wealth Management LLC | 1,009 | $548.3K | 0.19% | −103−9.3% | Reduced |
| Invesco, LLC | 1,010 | $548.8K | 0.20% | −88−8.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,010 | $548.8K | 0.02% | +22+2.2% | Added |
| BlueStem Wealth Partners, LLC | 1,015 | $551.6K | 0.07% | +5+0.5% | Added |
| D.B. Root & Company, LLC | 1,019 | $553.7K | 0.16% | +172+20.3% | Added |
| Pictet North America Advisors SA | 1,024 | $556.5K | 0.06% | −25−2.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,025 | $557.0K | 0.11% | −6−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $559.2K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,030 | $559.7K | 0.15% | +505+96.2% | Added |
| Visionary Wealth Advisors | 1,031 | $560.3K | 0.03% | +86+9.1% | Added |
| Colonial River Wealth Management, LLC | 1,071 | $563.4K | 0.24% | +1,071 | New |
| Palisade Asset Management, LLC | 1,037 | $563.5K | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,039 | $564.6K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,048 | $569.5K | 0.14% | 00.0% | Unchanged |
| Capital International Investors | 1,068 | $570.0K | 0.00% | +1,068 | New |
| David Loasby | 1,180 | $570.1K | 0.05% | +36+3.1% | Added |
| StoneX Group Inc. | 1,054 | $572.8K | 0.03% | +92+9.6% | Added |
| Jefferies Financial Group Inc. | 1,054 | $572.8K | 0.01% | −3,930−78.9% | Reduced |
| Lion Street Advisors, LLC | 1,055 | $573.3K | 0.17% | +159+17.7% | Added |
| MUFG Securities EMEA plc | 1,059 | $575.5K | 0.03% | +1,059 | New |
| Evercore Wealth Management, LLC | 1,060 | $576.0K | 0.01% | +3+0.3% | Added |
| Advyzon Investment Management, LLC | 1,063 | $577.4K | 0.13% | −71−6.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,064 | $578.2K | 0.07% | +11+1.0% | Added |
| Naples Global Advisors, LLC | 1,066 | $579.3K | 0.05% | +6+0.6% | Added |
| Coastal Bridge Advisors, LLC | 1,073 | $583.1K | 0.05% | +1,073 | New |
| BlueSpruce Investments, LP | 1,073 | $583.1K | 0.01% | +1,073 | New |
| Humankind Investments LLC | 1,076 | $584.7K | 0.14% | +218+25.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,079 | $586.3K | 0.17% | +328+43.7% | Added |
| Kovack Advisors, Inc. | 1,081 | $587.4K | 0.06% | +6+0.6% | Added |
| Investment Partners, Ltd. | 1,084 | $589.1K | 0.22% | −10−0.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,084 | $589.1K | 0.34% | +27+2.6% | Added |
| Fountainhead AM, LLC | 1,088 | $591.2K | 0.09% | +4+0.4% | Added |
| AlphaCore Capital LLC | 1,088 | $591.2K | 0.02% | +314+40.6% | Added |
| Financial Perspectives, Inc | 1,091 | $592.9K | 0.18% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 1,091 | $592.9K | 0.11% | +96+9.6% | Added |
| Sonora Investment Management Group, LLC | 1,093 | $593.9K | 0.04% | +31+2.9% | Added |
| Klingman & Associates, LLC | 1,093 | $593.9K | 0.03% | +254+30.3% | Added |
| My Legacy Advisors, LLC | 1,130 | $594.4K | 0.21% | +1,130 | New |
| Watts Gwilliam & Co., LLC | 1,368 | $596.1K | 0.10% | +1,368 | New |
| Beacon Financial Group | 1,099 | $597.2K | 0.06% | +38+3.6% | Added |
| Brevan Howard Capital Management LP | 1,104 | $599.9K | 0.01% | +1,104 | New |
| Parcion Private Wealth LLC | 1,106 | $601.0K | 0.04% | −146−11.7% | Reduced |
| One Capital Management, LLC | 1,109 | $602.6K | 0.02% | −91−7.6% | Reduced |
| Silver Oak Securities, Inc | 1,110 | $603.2K | 0.05% | −987−47.1% | Reduced |