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 |
|---|---|---|---|---|---|
| SCS Capital Management LLC | 1,112 | $604.0K | 0.01% | +60+5.7% | Added |
| Financial Management Network Inc | 1,110 | $604.4K | 0.11% | +3+0.3% | Added |
| Aspen Capital Management, LLC | 1,114 | $605.4K | 0.17% | +13+1.2% | Added |
| Channel Wealth LLC | 1,118 | $607.5K | 0.17% | −3−0.3% | Reduced |
| Forbes J M & Co LLP | 1,121 | $609.2K | 0.06% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,122 | $609.7K | 0.11% | −53−4.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,122 | $609.7K | 0.30% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,124 | $610.8K | 0.15% | +289+34.6% | Added |
| Laffer Tengler Investments | 1,125 | $611.3K | 0.11% | +500+80.0% | Added |
| Independence Bank of Kentucky | 1,133 | $615.7K | 0.09% | +179+18.8% | Added |
| TrueWealth Advisors, LLC | 1,138 | $618.4K | 0.18% | +59+5.5% | Added |
| Interchange Capital Partners, LLC | 1,138 | $618.4K | 0.14% | +60+5.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,139 | $618.9K | 0.02% | −73−6.0% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,141 | $620.0K | 0.16% | +1,141 | New |
| Spirepoint Private Client, LLC | 1,142 | $620.6K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,144 | $621.7K | 0.03% | −580−33.6% | Reduced |
| Driehaus Capital Management LLC | 1,144 | $621.7K | 0.00% | −261−18.6% | Reduced |
| Cromwell Holdings LLC | 1,144 | $621.7K | 0.38% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,145 | $622.2K | 0.39% | +122+11.9% | Added |
| ZWJ Investment Counsel Inc | 1,150 | $624.9K | 0.02% | +57+5.2% | Added |
| MJP Associates Inc | 1,154 | $627.1K | 0.09% | +36+3.2% | Added |
| Claris Financial LLC | 1,156 | $628.2K | 0.47% | +35+3.1% | Added |
| First Affirmative Financial Network | 1,161 | $630.8K | 0.32% | +70+6.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,167 | $634.2K | 0.01% | +187+19.1% | Added |
| Apriem Advisors | 1,168 | $634.7K | 0.07% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,171 | $636.3K | 0.22% | −14−1.2% | Reduced |
| Vigilare Wealth Management | 1,174 | $638.0K | 0.24% | +408+53.3% | Added |
| OLIO Financial Planning | 1,175 | $638.5K | 0.20% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,233 | $639.5K | 0.11% | +100+8.8% | Added |
| Goldstone Financial Group, LLC | 1,177 | $640.8K | 0.08% | +340+40.6% | Added |
| Genus Capital Management Inc. | 1,182 | $642.3K | 0.08% | −607−33.9% | Reduced |
| Yarbrough Capital, LLC | 1,190 | $646.7K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,191 | $647.2K | 0.18% | +139+13.2% | Added |
| Kercheville Advisors, LLC | 1,195 | $649.4K | 0.22% | −130−9.8% | Reduced |
| Bailard, Inc. | 1,198 | $651.0K | 0.02% | −9−0.7% | Reduced |
| Belmont Capital, LLC | 1,200 | $652.1K | 0.10% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,641 | $652.5K | 0.05% | −107−1.2% | Reduced |
| HWG Holdings LP | 1,201 | $652.6K | 0.19% | −4,185−77.7% | Reduced |
| Planning Center, Inc. | 1,201 | $652.6K | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,202 | $653.2K | 0.02% | +188+18.5% | Added |
| Triasima Portfolio Management inc. | 1,212 | $658.6K | 0.12% | −273−18.4% | Reduced |
| Clarendon Private LLC | 1,212 | $658.6K | 0.63% | +114+10.4% | Added |
| Jackson Square Capital, LLC | 1,214 | $659.7K | 0.15% | −33−2.6% | Reduced |
| Sylvest Advisors, LLC | 1,219 | $662.4K | 0.38% | −510−29.5% | Reduced |
| Trust Co | 1,221 | $663.5K | 0.07% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,222 | $664.0K | 0.24% | +401+48.8% | Added |
| Brookwood Investment Group LLC | 1,225 | $665.7K | 0.11% | −183−13.0% | Reduced |
| Bank of Stockton | 1,230 | $668.4K | 0.20% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,233 | $670.0K | 0.09% | +15+1.2% | Added |
| Investmark Advisory Group LLC | 1,241 | $674.4K | 0.32% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,244 | $676.0K | 0.29% | +40+3.3% | Added |
| First Business Financial Services, Inc. | 1,251 | $679.8K | 0.06% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,255 | $682.0K | 0.07% | +659+110.6% | Added |
| Net Worth Advisory Group | 1,256 | $682.5K | 0.15% | −1−0.1% | Reduced |
| HCR Wealth Advisors | 1,257 | $683.1K | 0.08% | +67+5.6% | Added |
| Coign Capital Advisors LLC | 1,263 | $686.3K | 0.46% | +20+1.6% | Added |
| Golden State Equity Partners | 1,263 | $686.3K | 0.13% | +54+4.5% | Added |
| Everpar Advisors LLC | 1,267 | $688.5K | 0.31% | +25+2.0% | Added |
| AdvisorNet Financial, Inc | 1,271 | $690.7K | 0.04% | −12−0.9% | Reduced |
| Trueblood Wealth Management, LLC | 1,279 | $695.0K | 0.29% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,280 | $695.6K | 0.00% | −1,059−45.3% | Reduced |
| Grove Bank & Trust | 1,280 | $695.6K | 0.09% | +10+0.8% | Added |
| Clarius Group, LLC | 1,282 | $696.7K | 0.04% | −752−37.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,285 | $698.0K | 0.03% | +115+9.8% | Added |
| Sunbelt Securities, Inc. | 1,340 | $699.4K | 0.06% | −57−4.1% | Reduced |
| West Family Investments, Inc. | 1,297 | $704.8K | 0.18% | +366+39.3% | Added |
| Wolff Wiese Magana LLC | 1,301 | $707.0K | 0.44% | +51+4.1% | Added |
| Clark Capital Management Group, Inc. | 1,310 | $711.8K | 0.00% | +28+2.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,310 | $711.9K | 0.23% | −3−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,310 | $711.9K | 0.42% | +1,310 | New |
| Legacy Capital Wealth Partners, LLC | 1,312 | $712.9K | 0.16% | −80−5.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,313 | $713.5K | 0.11% | +1,313 | New |
| Gardner Lewis Asset Management L P | 1,316 | $715.1K | 0.18% | +596+82.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,317 | $715.7K | 0.26% | −23−1.7% | Reduced |
| TFC Financial Management | 1,317 | $715.7K | 0.10% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,319 | $716.7K | 0.06% | +300+29.4% | Added |
| American State Bank (Iowa) | 1,319 | $716.8K | 0.40% | +2+0.2% | Added |
| DGS Capital Management, LLC | 1,321 | $717.8K | 0.15% | −350−20.9% | Reduced |
| Lansing Street Advisors | 1,321 | $717.8K | 0.21% | +503+61.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,329 | $722.2K | 0.24% | +140+11.8% | Added |
| Cooper Financial Group | 1,332 | $723.8K | 0.09% | +83+6.6% | Added |
| Fulton Breakefield Broenniman LLC | 1,338 | $727.2K | 0.05% | +6+0.5% | Added |
| Modera Wealth Management, LLC | 1,342 | $729.0K | 0.01% | −212−13.6% | Reduced |
| Elevated Capital Advisors, LLC | 1,485 | $735.5K | 0.21% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,354 | $735.8K | 0.24% | +17+1.3% | Added |
| Oarsman Capital, Inc. | 1,358 | $738.0K | 0.12% | +90+7.1% | Added |
| Wesbanco Bank Inc | 1,361 | $739.6K | 0.02% | −144−9.6% | Reduced |
| Cobblestone Capital Advisors LLC | 1,366 | $742.3K | 0.04% | −10−0.7% | Reduced |
| Resources Management Corp | 1,370 | $744.0K | 0.10% | +20+1.5% | Added |
| Virtue Capital Management, LLC | 1,370 | $744.5K | 0.14% | −55−3.9% | Reduced |
| Saiph Capital, LLC | 1,371 | $745.0K | 0.29% | +432+46.0% | Added |
| Ullmann Financial Group, Inc. | 1,372 | $745.6K | 0.09% | +46+3.5% | Added |
| Lee Johnson Capital Management, LLC | 1,375 | $747.2K | 0.26% | −7,365−84.3% | Reduced |
| TSFG, LLC | 1,380 | $750.0K | 0.14% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,387 | $753.9K | 0.40% | +425+44.2% | Added |
| Moors & Cabot, Inc. | 1,392 | $756.4K | 0.04% | +225+19.3% | Added |
| ICONIQ Capital, LLC | 1,395 | $758.1K | 0.01% | −535−27.7% | Reduced |
| Covenant Partners, LLC | 1,396 | $758.6K | 0.23% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,397 | $759.1K | 0.13% | +942+207.0% | Added |
| Dogwood Wealth Management LLC | 1,442 | $760.4K | 0.37% | +140+10.8% | Added |