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 2026
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2026. 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
- 2,261
- −30 vs. Q1 2026
- Shares held
- 306.0M
- +7.63M (+2.6%) vs. Q1 2026
- Total value
- $121.9B
- −$15.8B (−11.5%) vs. Q1 2026
- New holders
- 182
- 904 more added
- Sold out
- 212
- 888 more reduced
32 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 823 | $327.3K | 0.04% | −4−0.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 823 | $327.3K | 0.05% | +823 | New |
| VisionPoint Advisory Group, LLC | 825 | $328.1K | 0.05% | −60−6.8% | Reduced |
| Rainier Family Wealth Inc | 826 | $328.5K | 0.19% | −43−4.9% | Reduced |
| WMS Group LLC | 828 | $329.3K | 0.42% | +828 | New |
| PEAK6 LLC | 833 | $331.3K | 0.01% | +97+13.2% | Added |
| Values First Advisors, Inc. | 834 | $331.6K | 0.15% | +152+22.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 835 | $332.1K | 0.07% | −3−0.4% | Reduced |
| Unify Financial Advisors | 841 | $334.4K | 0.31% | +273+48.1% | Added |
| Bridgewater Advisors Inc. | 892 | $334.7K | 0.02% | −64−6.7% | Reduced |
| First Nebraska Trust Co | 842 | $334.8K | 0.03% | +11+1.3% | Added |
| Evexia Wealth LLC | 892 | $334.9K | 0.09% | +409+84.7% | Added |
| Pasadena Private Wealth, LLC | 843 | $335.2K | 0.04% | +193+29.7% | Added |
| MONECO Advisors, LLC | 852 | $338.7K | 0.02% | +6+0.7% | Added |
| New Republic Capital, LLC | 852 | $338.8K | 0.08% | −48−5.3% | Reduced |
| Riverstone Advisors, LLC | 855 | $340.0K | 0.14% | −26−3.0% | Reduced |
| Watershed Private Wealth LLC | 859 | $341.6K | 0.10% | +859 | New |
| Fragasso Group Inc. | 860 | $342.0K | 0.02% | −160−15.7% | Reduced |
| Foronjy Financial LLC | 863 | $343.2K | 0.13% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 866 | $344.4K | 0.05% | +866 | New |
| Anchyra Partners LLC | 867 | $344.8K | 0.08% | −73−7.8% | Reduced |
| Massmutual Trust Co FSB | 872 | $346.8K | 0.01% | −359−29.2% | Reduced |
| SmartHarvest Portfolios, LLC | 872 | $346.8K | 0.11% | −292−25.1% | Reduced |
| Persistent Asset Partners Ltd | 875 | $348.0K | 0.11% | −102−10.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 875 | $348.0K | 0.04% | +875 | New |
| One River Asset Management, LLC | 876 | $348.4K | 1.67% | +186+27.0% | Added |
| Soltis Investment Advisors LLC | 876 | $348.4K | 0.02% | −201−18.7% | Reduced |
| Stonebridge Financial Group, LLC | 879 | $349.6K | 0.23% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 886 | $352.3K | 0.14% | +886 | New |
| Pacific Excel Wealth Advisors, Inc. | 886 | $352.3K | 0.14% | +384+76.5% | Added |
| PCG Wealth Advisors, LLC | 886 | $352.3K | 0.08% | +886 | New |
| Ostrum Asset Management | 891 | $354.3K | 0.02% | −327−26.8% | Reduced |
| West Family Investments, Inc. | 894 | $355.5K | 0.10% | −51−5.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 894 | $355.5K | 0.02% | −95−9.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 895 | $355.9K | 0.03% | +93+11.6% | Added |
| George Kaiser Family Foundation | 895 | $355.9K | 0.03% | +93+11.6% | Added |
| Everpar Advisors LLC | 901 | $358.3K | 0.10% | −300−25.0% | Reduced |
| Optimize Financial Inc | 901 | $358.3K | 0.13% | −3−0.3% | Reduced |
| Sound Capital Solutions LLC | 901 | $358.3K | 0.08% | +901 | New |
| Overbrook Management Corp | 903 | $359.1K | 0.05% | +903 | New |
| Howard Financial Services, Ltd. | 904 | $359.5K | 0.04% | −218−19.4% | Reduced |
| Hobbs Group Advisors, LLC | 905 | $359.9K | 0.09% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $360.3K | 0.09% | 0 | Unchanged |
| Real Talk Capital, LLC | 907 | $360.7K | 0.27% | +215+31.1% | Added |
| Sun Financial Inc | 919 | $361.5K | 0.17% | +919 | New |
| Rakuten Securities, Inc. | 910 | $361.9K | 0.08% | +598+191.7% | Added |
| Inscription Capital, LLC | 913 | $363.1K | 0.03% | −1,097−54.6% | Reduced |
| Perissos Private Wealth Management, LLC | 916 | $364.3K | 0.25% | 00.0% | Unchanged |
| Associated Banc-Corp | 917 | $364.7K | 0.01% | +917 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 923 | $367.1K | 0.05% | −44−4.6% | Reduced |
| Keystone Financial Group | 924 | $367.5K | 0.02% | +924 | New |
| Citizens Business Bank | 925 | $367.9K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 925 | $367.9K | 0.11% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 932 | $370.6K | 0.03% | −36−3.7% | Reduced |
| Beacon Financial Group | 935 | $371.9K | 0.03% | −178−16.0% | Reduced |
| Cross Staff Investments Inc | 936 | $372.2K | 0.22% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,082 | $373.7K | 0.05% | +18+1.7% | Added |
| AlphaGrep UK Ltd | 940 | $373.8K | 0.11% | −206−18.0% | Reduced |
| Cornerstone Wealth Group, LLC | 942 | $374.5K | 0.02% | +46+5.1% | Added |
| Yukon Wealth Management, Inc. | 942 | $374.6K | 0.11% | +39+4.3% | Added |
| SCS Capital Management LLC | 943 | $375.0K | 0.00% | +26+2.8% | Added |
| Coastal Bridge Advisors, LLC | 946 | $376.1K | 0.02% | +42+4.6% | Added |
| Causey Wealth LLC | 946 | $376.2K | 0.15% | −12−1.3% | Reduced |
| Riversedge Advisors, LLC | 948 | $377.0K | 0.05% | −37−3.8% | Reduced |
| KFG Wealth Management, LLC | 948 | $377.0K | 0.04% | −16−1.7% | Reduced |
| YANKCOM Partnership | 949 | $377.4K | 0.14% | +51+5.7% | Added |
| Ledgewood Wealth Advisors, LLC | 950 | $377.8K | 0.20% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 951 | $378.2K | 0.02% | −42−4.2% | Reduced |
| Sittner & Nelson, LLC | 951 | $378.2K | 0.12% | +22+2.4% | Added |
| Bailard, Inc. | 953 | $379.0K | 0.01% | −51−5.1% | Reduced |
| Bay Capital Advisors, LLC | 954 | $379.4K | 0.20% | −1−0.1% | Reduced |
| Claro Advisors LLC | 957 | $380.6K | 0.04% | +129+15.6% | Added |
| Centennial Bank | 958 | $381.0K | 0.12% | −31−3.1% | Reduced |
| Allen Capital Group, LLC | 964 | $383.4K | 0.03% | −265−21.6% | Reduced |
| Onefund, LLC | 965 | $383.8K | 0.22% | −8−0.8% | Reduced |
| Aprio Wealth Management, LLC | 965 | $383.8K | 0.02% | +64+7.1% | Added |
| One Capital Management, LLC | 833 | $384.0K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 971 | $386.1K | 0.12% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 972 | $386.5K | 0.01% | −57−5.5% | Reduced |
| Fiduciary Financial Group, LLC | 972 | $386.5K | 0.04% | +56+6.1% | Added |
| Fortitude Advisory Group L.L.C. | 973 | $386.9K | 0.15% | −8−0.8% | Reduced |
| Argos Wealth Advisors, LLC | 976 | $388.1K | 0.10% | 00.0% | Unchanged |
| Wrapmanager Inc | 987 | $392.5K | 0.12% | −90−8.4% | Reduced |
| BlueStem Wealth Partners, LLC | 991 | $394.1K | 0.04% | −58−5.5% | Reduced |
| Alliance Wealth Advisors, LLC | 992 | $394.5K | 0.07% | −502−33.6% | Reduced |
| Lord & Richards Wealth Management, LLC | 996 | $396.1K | 0.31% | −57−5.4% | Reduced |
| Blueshift Asset Management, LLC | 997 | $396.5K | 0.09% | +163+19.5% | Added |
| Chicago Trust Co NA | 1,002 | $398.5K | 0.06% | −425−29.8% | Reduced |
| Cary Street Partners Financial LLC | 1,003 | $398.9K | 0.01% | −3−0.3% | Reduced |
| SHP Wealth Management | 1,006 | $400.0K | 0.03% | +104+11.5% | Added |
| Paragon Private Wealth Management, LLC | 1,006 | $400.1K | 0.10% | −919−47.7% | Reduced |
| Avid Wealth Partners LLC | 1,007 | $400.5K | 0.19% | −16−1.6% | Reduced |
| Accredited Investors Inc. | 1,010 | $401.7K | 0.02% | −7−0.7% | Reduced |
| Sienna Gestion | 981 | $402.7K | 0.02% | +981 | New |
| Stokes Family Office, LLC | 1,016 | $404.0K | 0.05% | +4+0.4% | Added |
| Teamwork Financial Advisors, LLC | 1,024 | $407.2K | 0.04% | −107−9.5% | Reduced |
| V2 Financial group LLC | 1,028 | $408.8K | 0.15% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $409.2K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,031 | $409.9K | 0.10% | −56−5.2% | Reduced |
| Kera Capital Partners, Inc. | 1,032 | $410.4K | 0.04% | −31−2.9% | Reduced |