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 |
|---|---|---|---|---|---|
| Davy Global Fund Management Ltd | 2,136 | $1.16M | 0.10% | +507+31.1% | Added |
| Diligent Investors, LLC | 2,133 | $1.16M | 0.27% | −475−18.2% | Reduced |
| Balboa Wealth Partners | 2,130 | $1.16M | 0.23% | +674+46.3% | Added |
| Forum Financial Management, LP | 2,129 | $1.16M | 0.02% | +123+6.1% | Added |
| Quest Investment Management LLC | 2,122 | $1.15M | 0.13% | +2,122 | New |
| Kingswood Wealth Advisors, LLC | 2,121 | $1.15M | 0.09% | −100−4.5% | Reduced |
| Mendel Money Management | 2,114 | $1.15M | 0.51% | +2+0.1% | Added |
| Howard Capital Management Group, LLC | 2,100 | $1.14M | 0.08% | −25−1.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,298 | $1.14M | 0.45% | +2,298 | New |
| Wealth Management Partners, LLC | 2,121 | $1.13M | 0.40% | +81+4.0% | Added |
| Fukoku Mutual Life Insurance Co | 2,086 | $1.13M | 0.07% | −140−6.3% | Reduced |
| 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 |
| Lifeworks Advisors, LLC | 2,080 | $1.13M | 0.17% | +43+2.1% | Added |
| Camden Capital, LLC | 2,074 | $1.13M | 0.11% | −148−6.7% | Reduced |
| Schrum Private Wealth Management LLC | 2,069 | $1.12M | 0.90% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 2,063 | $1.12M | 0.53% | −43−2.0% | Reduced |
| Ancora Advisors, LLC | 2,062 | $1.12M | 0.02% | +10.0% | Added |
| KPP Advisory Services LLC | 2,057 | $1.12M | 0.18% | +668+48.1% | Added |
| GeoWealth Management, LLC | 2,054 | $1.12M | 0.04% | −257−11.1% | Reduced |
| Advisory Resource Group | 2,050 | $1.11M | 0.21% | +103+5.3% | Added |
| Ashton Thomas Private Wealth, LLC | 2,046 | $1.11M | 0.04% | −580−22.1% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $1.11M | 0.62% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,042 | $1.11M | 0.34% | −168−7.6% | Reduced |
| 17 Capital Partners, LLC | 2,041 | $1.11M | 0.64% | +150+7.9% | Added |
| Two Sigma Securities, LLC | 2,036 | $1.11M | 0.14% | +2,036 | New |
| Wealthspire Advisors, LLC | 2,033 | $1.10M | 0.01% | +362+21.7% | Added |
| Allegheny Financial Group LTD | 2,029 | $1.10M | 0.24% | +2+0.1% | Added |
| Heartland Bank & Trust Co | 2,027 | $1.10M | 0.52% | −41−2.0% | Reduced |
| IronOak Wealth LLC. | 2,022 | $1.10M | 1.07% | +2,022 | New |
| Kesler, Norman & Wride, LLC | 2,018 | $1.10M | 0.19% | +242+13.6% | Added |
| Chicago Trust Co NA | 2,009 | $1.09M | 0.15% | +665+49.5% | Added |
| Paragon Capital Management Inc | 2,002 | $1.09M | 0.83% | −34−1.7% | Reduced |
| Atlas Wealth Partners, LLC | 2,000 | $1.09M | 1.25% | 00.0% | Unchanged |
| 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 |
| Sargent Investment Group, LLC | 2,290 | $1.09M | 0.15% | +1,706+292.1% | Added |
| Centennial Bank | 1,994 | $1.08M | 0.45% | +118+6.3% | Added |
| Journey Advisory Group, LLC | 1,972 | $1.07M | 0.08% | +126+6.8% | Added |
| Western Pacific Wealth Management, LP | 1,960 | $1.07M | 1.02% | 00.0% | Unchanged |
| Michael B. Yongue | 1,956 | $1.06M | 0.80% | 00.0% | Unchanged |
| 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 |
| CX Institutional | 1,931 | $1.05M | 0.04% | +58+3.1% | Added |
| LaFleur & Godfrey LLC | 1,923 | $1.04M | 0.13% | −16−0.8% | Reduced |
| Portfolio Design Labs, LLC | 1,920 | $1.04M | 0.20% | +547+39.8% | Added |
| Bingham Private Wealth, LLC | 1,911 | $1.04M | 0.99% | −18−0.9% | Reduced |
| Norris Perne & French LLP | 1,897 | $1.03M | 0.07% | −24−1.2% | Reduced |
| Parsons Capital Management Inc | 1,895 | $1.03M | 0.06% | +145+8.3% | Added |
| Portside Wealth Group, LLC | 1,891 | $1.03M | 0.15% | +230+13.8% | Added |
| Beese Fulmer Investment Management, Inc. | 1,890 | $1.03M | 0.08% | +140+8.0% | Added |
| 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 |
| Manchester Capital Management LLC | 1,872 | $1.02M | 0.13% | −451−19.4% | Reduced |
| Rehmann Capital Advisory Group | 1,855 | $1.01M | 0.06% | +197+11.9% | Added |
| Eqis Capital Management, Inc. | 1,849 | $1.00M | 0.08% | +8+0.4% | Added |
| Integrated Advisors Network LLC | 1,848 | $1.00M | 0.05% | +81+4.6% | Added |
| Aviso Financial Inc. | 1,847 | $1.00M | 0.05% | +424+29.8% | Added |
| Quest Partners LLC | 1,839 | $999.3K | 0.10% | +1,542+519.2% | 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 |
| Resonant Capital Advisors, LLC | 1,816 | $986.8K | 0.06% | +262+16.9% | 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 |
| Centaurus Financial, Inc. | 1,811 | $984.0K | 0.06% | +11+0.6% | Added |
| Catalina Capital Group, LLC | 1,809 | $983.0K | 0.67% | −146−7.5% | Reduced |
| Harrell Investment Partners, LLC | 1,803 | $979.8K | 0.25% | +1,803 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,800 | $978.0K | 0.51% | −200−10.0% | Reduced |
| Venturi Wealth Management, LLC | 1,795 | $975.4K | 0.05% | +79+4.6% | Added |
| Consilium Wealth Advisory, LLC | 1,794 | $974.9K | 0.41% | +1,794 | New |
| Quotient Wealth Partners, LLC | 1,791 | $973.2K | 0.03% | +148+9.0% | Added |
| Mount Yale Investment Advisors, LLC | 1,791 | $973.2K | 0.08% | +1,229+218.7% | Added |
| Liberty One Investment Management, LLC | 1,786 | $970.5K | 0.10% | −75−4.0% | Reduced |
| Pallas Capital Advisors LLC | 1,786 | $970.3K | 0.04% | +123+7.4% | Added |
| Alta Advisers Ltd | 1,781 | $967.8K | 0.34% | +100+5.9% | Added |
| Compass Capital Corp | 1,919 | $961.7K | 0.45% | +708+58.5% | Added |
| AXS Investments LLC | 1,766 | $959.7K | 0.39% | +775+78.2% | Added |
| Private Trust Co NA | 1,760 | $956.4K | 0.09% | +337+23.7% | Added |
| EverSource Wealth Advisors, LLC | 1,750 | $951.1K | 0.04% | +406+30.2% | Added |
| Sentry Investment Management LLC | 1,803 | $951.0K | 0.52% | −63−3.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,748 | $949.9K | 0.41% | +707+67.9% | Added |
| LVW Advisors, LLC | 1,736 | $943.4K | 0.11% | +187+12.1% | Added |
| Tyler-Stone Wealth Management | 1,726 | $937.9K | 0.15% | −3−0.2% | Reduced |
| Aigen Investment Management, LP | 1,719 | $934.1K | 0.13% | +994+137.1% | Added |
| Roberts Capital Advisors, LLC | 1,718 | $933.6K | 0.69% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,700 | $923.8K | 0.67% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,700 | $923.8K | 0.03% | +382+29.0% | Added |
| Stableford Capital II LLC | 1,863 | $923.8K | 0.35% | +1,863 | New |
| All Terrain Financial Advisors, LLC | 1,699 | $923.3K | 0.33% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,698 | $922.7K | 0.05% | +100+6.3% | Added |
| Childress Capital Advisors, LLC | 1,693 | $920.3K | 0.23% | +141+9.1% | Added |
| Financial Management Professionals, Inc. | 1,688 | $917.3K | 0.10% | −7−0.4% | Reduced |
| Stevens Capital Management LP | 1,679 | $912.0K | 0.25% | −1,121−40.0% | Reduced |
| Tableaux LLC | 1,675 | $910.2K | 0.52% | +1,222+269.8% | Added |
| Prelude Capital Management, LLC | 1,658 | $901.0K | 0.09% | −208−11.1% | Reduced |
| Paragon Private Wealth Management, LLC | 1,657 | $900.4K | 0.36% | +220+15.3% | Added |
| Murphy & Mullick Capital Management Corp | 1,870 | $899.8K | 0.73% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,655 | $899.3K | 0.09% | +83+5.3% | Added |
| Golden State Wealth Management, LLC | 1,653 | $898.4K | 0.11% | −104−5.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,652 | $897.7K | 0.24% | +203+14.0% | Added |