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
- 2,269
- +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
- 702 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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 1,048 | $569.5K | 0.14% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,039 | $564.6K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,037 | $563.5K | 0.06% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,071 | $563.4K | 0.24% | +1,071 | New |
| Visionary Wealth Advisors | 1,031 | $560.3K | 0.03% | +86+9.1% | Added |
| Atticus Wealth Management, LLC | 1,030 | $559.7K | 0.15% | +505+96.2% | Added |
| Systematic Alpha Investments, LLC | 1,029 | $559.2K | 0.02% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,025 | $557.0K | 0.11% | −6−0.6% | Reduced |
| Pictet North America Advisors SA | 1,024 | $556.5K | 0.06% | −25−2.4% | Reduced |
| D.B. Root & Company, LLC | 1,019 | $553.7K | 0.16% | +172+20.3% | Added |
| BlueStem Wealth Partners, LLC | 1,015 | $551.6K | 0.07% | +5+0.5% | Added |
| 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 |
| 44 Wealth Management LLC | 1,009 | $548.3K | 0.19% | −103−9.3% | Reduced |
| Gsa Capital Partners LLP | 1,008 | $548.0K | 0.04% | +1,008 | New |
| Warther Private Wealth, LLC | 1,007 | $547.2K | 0.14% | −109−9.8% | Reduced |
| Tufton Capital Management | 1,003 | $545.0K | 0.10% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,021 | $544.9K | 0.05% | −56−5.2% | Reduced |
| Hobbs Group Advisors, LLC | 1,002 | $544.5K | 0.19% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,000 | $543.4K | 0.06% | +2+0.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,000 | $543.0K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 997 | $541.8K | 0.19% | +62+6.6% | Added |
| Navalign, LLC | 996 | $541.2K | 0.15% | −135−11.9% | Reduced |
| Peloton Wealth Strategists | 995 | $541.0K | 0.22% | +995 | New |
| Guyasuta Investment Advisors Inc | 993 | $539.6K | 0.03% | +3+0.3% | Added |
| AIMZ Investment Advisors, LLC | 990 | $538.0K | 0.18% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 989 | $537.4K | 0.01% | +7+0.7% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 987 | $536.3K | 0.19% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 986 | $535.8K | 0.10% | −246−20.0% | Reduced |
| Avion Wealth | 984 | $534.0K | 0.12% | +22+2.3% | Added |
| Verus Capital Partners, LLC | 982 | $533.6K | 0.05% | −34−3.3% | 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 |
| Rossmore Private Capital | 978 | $531.5K | 0.06% | −101−9.4% | Reduced |
| Level Four Advisory Services, LLC | 975 | $529.8K | 0.02% | +117+13.6% | Added |
| Schnieders Capital Management LLC | 973 | $528.7K | 0.09% | +268+38.0% | Added |
| Centurion Wealth Management LLC | 972 | $528.2K | 0.15% | −4−0.4% | Reduced |
| Ariadne Wealth Management, LP | 1,095 | $528.2K | 0.25% | −95−8.0% | Reduced |
| Proactive Wealth Strategies LLC | 967 | $525.0K | 0.25% | +50+5.5% | Added |
| Capital Market Strategies LLC | 965 | $524.4K | 0.36% | −89−8.4% | Reduced |
| Versant Capital Management, Inc | 960 | $521.7K | 0.08% | −232−19.5% | Reduced |
| Alamea Verwaltungs GmbH | 959 | $521.1K | 0.39% | +14+1.5% | Added |
| Principal Street Partners, LLC | 958 | $520.6K | 0.05% | +474+97.9% | Added |
| Bay Capital Advisors, LLC | 956 | $519.5K | 0.40% | −83−8.0% | Reduced |
| Parkside Financial Bank & Trust | 955 | $519.0K | 0.06% | +105+12.4% | Added |
| KFG Wealth Management, LLC | 955 | $519.0K | 0.08% | +10+1.1% | Added |
| Ledgewood Wealth Advisors, LLC | 950 | $516.2K | 0.33% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 950 | $516.2K | 0.06% | +950 | New |
| Goepper Burkhardt LLC | 942 | $511.9K | 0.19% | 00.0% | Unchanged |
| Dearborn Partners LLC | 938 | $509.7K | 0.02% | +11+1.2% | Added |
| Ferguson Wellman Capital Management, Inc | 937 | $509.2K | 0.01% | −106−10.2% | Reduced |
| Cross Staff Investments Inc | 936 | $508.6K | 0.38% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 934 | $507.5K | 0.11% | +60+6.9% | Added |
| Riversedge Advisors, LLC | 932 | $506.5K | 0.10% | +65+7.5% | Added |
| Carroll Investors, Inc | 932 | $506.5K | 0.27% | +293+45.9% | Added |
| Onefund, LLC | 930 | $505.0K | 0.36% | −5−0.5% | Reduced |
| Sivia Capital Partners, LLC | 928 | $504.3K | 0.17% | +34+3.8% | Added |
| Morris Retirement Advisors, LLC | 928 | $504.1K | 0.24% | +200+27.5% | 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 |
| Clarus Group, Inc. | 919 | $499.4K | 0.18% | +30+3.4% | Added |
| Vertex Planning Partners, LLC | 917 | $498.3K | 0.10% | +21+2.3% | Added |
| Williams & Novak, LLC | 917 | $498.3K | 0.42% | +917 | New |
| 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 |
| Verdence Capital Advisors LLC | 915 | $497.2K | 0.03% | +20+2.2% | Added |
| Yukon Wealth Management, Inc. | 914 | $496.7K | 0.18% | +12+1.3% | Added |
| Argentarii, LLC | 913 | $496.1K | 0.23% | −11−1.2% | Reduced |
| LifeWealth Investments, LLC | 913 | $496.1K | 0.09% | +498+120.0% | Added |
| Sittner & Nelson, LLC | 911 | $495.0K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 910 | $494.5K | 0.14% | +910 | 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 |
| Scott Marsh Financial, LLC | 896 | $486.9K | 0.18% | +896 | New |
| 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 |
| Fiduciary Financial Group, LLC | 899 | $483.7K | 0.09% | −10−1.1% | Reduced |
| FSM Wealth Advisors, LLC | 903 | $482.7K | 0.08% | +357+65.4% | Added |
| Index Fund Advisors, Inc. | 888 | $482.5K | 0.03% | +441+98.7% | 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 |
| BSW Wealth Partners | 881 | $478.7K | 0.07% | +3+0.3% | Added |
| Lecap Asset Management Ltd | 880 | $478.2K | 0.17% | −2,712−75.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 877 | $476.6K | 0.18% | +95+12.1% | Added |
| Secure Asset Management, LLC | 874 | $474.9K | 0.09% | −419−32.4% | Reduced |
| Romano Brothers and Company | 874 | $474.9K | 0.06% | +874 | New |
| Creative Capital Management Investments LLC | 873 | $474.4K | 0.17% | 00.0% | Unchanged |
| Martin Currie Ltd | 872 | $473.9K | 0.02% | −2,131−71.0% | Reduced |
| Bridgewater Advisors Inc. | 952 | $473.2K | 0.04% | +60+6.7% | Added |
| Drake & Associates, LLC | 870 | $472.8K | 0.12% | +293+50.8% | Added |
| Gentry Private Wealth, LLC | 868 | $471.7K | 0.36% | −8−0.9% | Reduced |
| Financial Advocates Investment Management | 865 | $470.1K | 0.04% | −854−49.7% | Reduced |
| Callahan Advisors, LLC | 864 | $469.5K | 0.04% | +2+0.2% | Added |
| Foronjy Financial LLC | 863 | $469.0K | 0.22% | +863 | New |
| M.E. Allison & Co., Inc. | 860 | $467.3K | 0.38% | 00.0% | Unchanged |
| Renasant Bank | 859 | $466.8K | 0.31% | +7+0.8% | Added |
| Financial Engines Advisors L.L.C. | 857 | $466.0K | 0.00% | +857 | New |