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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 1,033 | $410.8K | 0.04% | −2−0.2% | Reduced |
| Carroll Investors, Inc | 1,033 | $410.8K | 0.18% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,036 | $412.0K | 0.30% | +1,036 | New |
| AIMZ Investment Advisors, LLC | 1,037 | $412.4K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,038 | $412.6K | 0.05% | −102−8.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,047 | $416.4K | 0.01% | +26+2.5% | Added |
| Drive Wealth Management, LLC | 1,049 | $417.2K | 0.07% | −69−6.2% | Reduced |
| Madden Securities Corp | 1,050 | $417.6K | 0.12% | −3,990−79.2% | Reduced |
| 1776 Wealth LLC | 1,052 | $418.4K | 0.15% | +50+5.0% | Added |
| ZWJ Investment Counsel Inc | 1,053 | $418.8K | 0.01% | −11−1.0% | Reduced |
| Militia Capital Management LLC | 1,061 | $421.9K | 0.08% | +140+15.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,062 | $422.3K | 0.13% | −75−6.6% | Reduced |
| Bryn Mawr Trust Co | 1,067 | $424.3K | 0.01% | −46−4.1% | Reduced |
| Hamilton Wealth, LLC | 1,069 | $425.1K | 0.08% | +1,069 | New |
| Income Insurance Ltd | 1,072 | $426.3K | 0.25% | 00.0% | Unchanged |
| EJMK Ventures LLC | 1,074 | $427.1K | 0.19% | +1,074 | New |
| Congress Park Capital LLC | 1,078 | $428.8K | 0.12% | +25+2.4% | Added |
| Argentarii, LLC | 1,069 | $428.9K | 0.13% | +68+6.8% | Added |
| Facet Wealth, Inc. | 1,079 | $429.1K | 0.01% | −230−17.6% | Reduced |
| Pictet North America Advisors SA | 1,079 | $429.1K | 0.04% | +32+3.1% | Added |
| Sandler Capital Management | 1,081 | $429.9K | 0.25% | +1,081 | New |
| Basecamp Wealth Advisors LLC | 1,089 | $433.1K | 0.08% | +17+1.6% | Added |
| Financial Perspectives, Inc | 1,091 | $433.9K | 0.11% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 1,096 | $435.9K | 0.10% | −64−5.5% | Reduced |
| RHS Financial, LLC | 1,098 | $436.7K | 0.18% | +103+10.4% | Added |
| Optas, LLC | 1,100 | $437.4K | 0.06% | −898−44.9% | Reduced |
| Union Savings Bank | 1,103 | $438.6K | 0.18% | +423+62.2% | Added |
| Integrity Advisory Solutions, LLC | 1,105 | $439.4K | 0.05% | +128+13.1% | Added |
| Marble Wealth, LLC | 1,107 | $440.2K | 0.07% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,109 | $441.0K | 0.15% | +531+91.9% | Added |
| Schmidt P J Investment Management Inc | 1,111 | $441.8K | 0.07% | −351−24.0% | Reduced |
| Aspen Capital Management, LLC | 1,111 | $441.8K | 0.10% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,112 | $442.2K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,114 | $443.0K | 0.02% | −38−3.3% | Reduced |
| Huntleigh Advisors, Inc. | 1,116 | $443.8K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,122 | $446.2K | 0.01% | −266−19.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,128 | $448.4K | 0.02% | +8+0.7% | Added |
| Shepherd Street Advisors LLC | 1,154 | $448.9K | 0.39% | −847−42.3% | Reduced |
| DMG Group, LLC | 1,133 | $450.6K | 0.31% | +40+3.7% | Added |
| Ipswich Investment Management Co., Inc. | 1,133 | $450.6K | 0.10% | +55+5.1% | Added |
| Tufton Capital Management | 1,135 | $451.0K | 0.08% | +10+0.9% | Added |
| Ameriflex Group, Inc. | 1,137 | $452.2K | 0.18% | +175+18.2% | Added |
| Naples Global Advisors, LLC | 1,139 | $453.0K | 0.03% | −12−1.0% | Reduced |
| Valmark Advisers, Inc. | 1,144 | $454.9K | 0.00% | −51−4.3% | Reduced |
| Cromwell Holdings LLC | 1,145 | $455.3K | 0.20% | +1+0.1% | Added |
| Avenue 1 Advisors, LLC | 1,145 | $455.3K | 0.12% | −20−1.7% | Reduced |
| Ignite Planners, LLC | 1,150 | $457.3K | 0.06% | +48+4.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,155 | $459.3K | 0.12% | +653+130.1% | Added |
| Rexford Capital Inc | 1,155 | $459.3K | 0.28% | +1,155 | New |
| Seek First Inc. | 1,158 | $460.5K | 0.29% | −266−18.7% | Reduced |
| Aries Wealth Management | 1,159 | $460.9K | 0.09% | +20+1.8% | Added |
| Great Lakes Advisors, LLC | 1,160 | $461.3K | 0.00% | −320−21.6% | Reduced |
| MBL Wealth, LLC | 1,161 | $461.7K | 0.03% | +162+16.2% | Added |
| Tred Avon Family Wealth, LLC | 1,167 | $464.1K | 0.14% | −3−0.3% | Reduced |
| Kingsman Wealth Management, Inc. | 1,174 | $466.9K | 0.22% | −1,309−52.7% | Reduced |
| OLIO Financial Planning | 1,175 | $467.3K | 0.12% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,177 | $468.1K | 0.11% | −49−4.0% | Reduced |
| Quent Capital, LLC | 1,178 | $468.5K | 0.03% | −65−5.2% | Reduced |
| Advisors Management Group Inc | 1,182 | $470.0K | 0.08% | +17+1.5% | Added |
| Romano Brothers and Company | 1,185 | $471.3K | 0.05% | −8−0.7% | Reduced |
| Parcion Private Wealth LLC | 1,186 | $471.6K | 0.03% | −35−2.9% | Reduced |
| Summit Global Investments | 1,195 | $475.0K | 0.03% | −382−24.2% | Reduced |
| Capstone Wealth Management Group, LLC | 1,195 | $475.2K | 0.17% | −1,169−49.5% | Reduced |
| Expressive Wealth LLC | 1,197 | $476.0K | 0.45% | −12−1.0% | Reduced |
| Castleark Management LLC | 1,200 | $477.2K | 0.01% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,202 | $478.0K | 0.05% | +1+0.1% | Added |
| Sharp Financial Services, LLC | 1,204 | $478.8K | 0.22% | +67+5.9% | Added |
| Myriad Asset Management US LP | 1,208 | $480.0K | 0.66% | +1,208 | New |
| Copos Capital S.a r.l. | 1,207 | $480.0K | 0.06% | +1,207 | New |
| Brandywine Managers, LLC | 1,208 | $480.4K | 0.24% | −650−35.0% | Reduced |
| Altfest L J & Co Inc | 1,208 | $480.4K | 0.05% | +334+38.2% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,211 | $481.6K | 0.38% | −130−9.7% | Reduced |
| Spirepoint Private Client, LLC | 1,215 | $483.2K | 0.04% | +6+0.5% | Added |
| Townsend Asset Management Corp | 1,219 | $484.8K | 0.16% | +162+15.3% | Added |
| Blue Edge Capital, LLC | 1,221 | $485.6K | 0.06% | −266−17.9% | Reduced |
| Childress Capital Advisors, LLC | 1,221 | $485.8K | 0.08% | −218−15.1% | Reduced |
| Occidental Asset Management, LLC | 1,224 | $486.8K | 0.05% | +134+12.3% | Added |
| Paladin Wealth, LLC | 1,225 | $487.2K | 0.28% | +293+31.4% | Added |
| Parkside Financial Bank & Trust | 1,225 | $487.2K | 0.03% | +23+1.9% | Added |
| Continuum Advisory, LLC | 1,230 | $489.1K | 0.04% | −1,277−50.9% | Reduced |
| Kapstone Financial Advisors LLC | 1,230 | $489.1K | 0.20% | −18−1.4% | Reduced |
| Confluence Wealth Services, Inc. | 1,232 | $489.9K | 0.01% | +170+16.0% | Added |
| Empirical Asset Management, LLC | 1,232 | $490.0K | 0.11% | −1,936−61.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,235 | $491.1K | 0.24% | −2−0.2% | Reduced |
| Tevis Investment Management | 1,235 | $491.1K | 0.27% | +1,235 | New |
| OneAscent Wealth Management LLC | 1,237 | $491.9K | 0.15% | −135−9.8% | Reduced |
| Arsenal Capital Advisors LLC | 1,238 | $492.3K | 0.29% | −14−1.1% | Reduced |
| Limestone Investment Advisors LP | 1,238 | $492.3K | 0.25% | +1,110+867.2% | Added |
| Triad Wealth Partners, LLC | 1,315 | $493.6K | 0.03% | +751+133.2% | Added |
| NBC Securities, Inc. | 1,243 | $494.3K | 0.03% | +203+19.5% | Added |
| TFB Advisors LLC | 1,245 | $495.1K | 0.22% | +121+10.8% | Added |
| First Foundation Advisors | 1,258 | $500.3K | 0.02% | +120+10.5% | Added |
| First National Bank of Omaha | 1,236 | $501.8K | 0.01% | −966−43.9% | Reduced |
| CoreCap Advisors, LLC | 1,264 | $502.5K | 0.01% | −161−11.3% | Reduced |
| GTS Securities LLC | 1,265 | $503.1K | 0.01% | −1,308−50.8% | Reduced |
| Advisor OS, LLC | 1,268 | $504.3K | 0.03% | −207−14.0% | Reduced |
| Johnson Financial Group, Inc. | 1,269 | $504.7K | 0.02% | +704+124.6% | Added |
| Cookson Peirce & Co Inc | 1,270 | $505.1K | 0.02% | +238+23.1% | Added |
| Main Street Financial Solutions, LLC | 1,274 | $506.6K | 0.03% | +202+18.8% | Added |
| CM Wealth Advisors LLC | 1,278 | $508.2K | 0.09% | −176−12.1% | Reduced |