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Institutional Ownership · SEC Form 13F

Who owns Intuitive Surgical (ISRG)


Which tracked institutional funds hold ISRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISRG company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

2,297
Institutional holders
301M
Shares held (tracked funds)
84.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on ISRG is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 1505 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ISRG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes ISRG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ISRG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 2293 tracked filers holding ISRG, 1162 increased or opened the position and 1112 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ISRG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • D1 Capital Partners L.P.$228M
  • Mubadala Investment Co PJSC$9M
  • Magnetar Financial LLC$711K

Full exits 1484

  • VANGUARD CAPITAL MANAGEMENT LLC$10.6B
  • GEODE CAPITAL MANAGEMENT, LLC$3.9B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$3.3B
  • MORGAN STANLEY$2.8B
  • ALLIANCEBERNSTEIN L.P.$2.2B
  • JPMORGAN CHASE & CO$2.1B

Largest adds

  • Invesco Ltd.$1.3B
  • Capital Research Global Investors$171M
  • TWO SIGMA INVESTMENTS, LP$139M
  • RENAISSANCE TECHNOLOGIES LLC$136M
  • Hudson Bay Capital Management LP$84M
  • Temasek Holdings (Private) Ltd$67M

Largest trims

  • BlackRock, Inc.$1.8B
  • PRICE T ROWE ASSOCIATES INC /MD/$1.3B
  • STATE STREET CORP$917M
  • FMR LLC$830M
  • Capital World Investors$631M
  • CITADEL ADVISORS LLC$434M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added30,024,648$11.9B9.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new23,079,490$10.6B8.2%2026-Q1
STATE STREET CORP added16,063,040$6.4B4.9%2026-Q2
Invesco Ltd. added11,843,563$4.7B3.6%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed11,256,570$4.5B3.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added8,466,851$3.9B3.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,233,971$3.3B2.6%2026-Q1
Capital World Investors trimmed7,742,681$3.1B2.4%2026-Q2
MORGAN STANLEY added6,058,840$2.8B2.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added3,812,663$2.2B1.7%2026-Q1
JPMORGAN CHASE & CO added4,593,894$2.1B1.6%2026-Q1
NORGES BANK added4,954,874$2.0B1.5%2026-Q2
Fisher Asset Management, LLC added3,852,940$1.8B1.4%2026-Q1
FMR LLC trimmed4,251,130$1.7B1.3%2026-Q2
BANK OF AMERICA CORP /DE/ added3,616,973$1.7B1.3%2026-Q1
Bank of New York Mellon Corp trimmed3,550,375$1.6B1.3%2026-Q1
NORTHERN TRUST CORP trimmed3,504,272$1.6B1.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added3,316,258$1.5B1.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed3,802,003$1.5B1.2%2026-Q2
JENNISON ASSOCIATES LLC trimmed3,041,010$1.4B1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,623,702$1.2B0.9%2026-Q1
Nuveen, LLC trimmed2,621,423$1.2B0.9%2026-Q1
Legal & General Group Plc added2,483,660$1.1B0.9%2026-Q1
GOLDMAN SACHS GROUP INC added2,451,269$1.1B0.9%2026-Q1
Amundi added2,428,356$1.1B0.9%2026-Q1
FRANKLIN RESOURCES INC trimmed2,339,439$1.1B0.8%2026-Q1
BAILLIE GIFFORD & CO trimmed2,524,427$1.0B0.8%2026-Q2
AMERICAN CENTURY COMPANIES INC added2,109,524$972M0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added2,105,544$971M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,048,740$944M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed1,882,391$868M0.7%2026-Q1
Assenagon Asset Management S.A. added1,745,008$804M0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,979,128$787M0.6%2026-Q2
LOOMIS SAYLES & CO L P trimmed1,699,693$784M0.6%2026-Q1
JANUS HENDERSON GROUP PLC added1,643,060$757M0.6%2026-Q1
UBS Group AG trimmed1,637,924$755M0.6%2026-Q1
BARCLAYS PLC trimmed1,592,310$734M0.6%2026-Q1
EDGEWOOD MANAGEMENT LLC trimmed1,556,013$717M0.6%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added1,498,674$691M0.5%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added1,465,816$676M0.5%2026-Q1
Clearbridge Investments, LLC trimmed1,365,060$629M0.5%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed1,357,852$626M0.5%2026-Q1
DEUTSCHE BANK AG\ trimmed1,349,512$622M0.5%2026-Q1
Capital Research Global Investors added1,551,664$617M0.5%2026-Q2
AMERIPRISE FINANCIAL INC trimmed1,310,181$604M0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed1,299,442$599M0.5%2026-Q1
BROWN ADVISORY INC trimmed1,268,966$585M0.5%2026-Q1
Pictet Asset Management Holding SA added1,222,579$564M0.4%2026-Q1
Fayez Sarofim & Co added1,212,411$559M0.4%2026-Q1
Winslow Capital Management, LLC trimmed1,160,360$535M0.4%2026-Q1
SANDS CAPITAL MANAGEMENT, LLC trimmed1,252,424$498M0.4%2026-Q2
Grantham, Mayo, Van Otterloo & Co. LLC trimmed1,227,993$488M0.4%2026-Q2
WELLS FARGO & COMPANY/MN added1,046,924$483M0.4%2026-Q1
Swiss National Bank added1,040,320$480M0.4%2026-Q1
Holocene Advisors, LP added1,040,185$480M0.4%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added941,329$434M0.3%2026-Q1
BESSEMER GROUP INC added869,556$401M0.3%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added819,411$378M0.3%2026-Q1
Vanguard Global Advisers, LLC new776,489$358M0.3%2026-Q1
National Pension Service trimmed727,442$335M0.3%2026-Q1
DekaBank Deutsche Girozentrale703,054$324M0.3%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added695,468$319M0.2%2026-Q1
COATUE MANAGEMENT LLC trimmed793,704$316M0.2%2026-Q2
HSBC HOLDINGS PLC trimmed677,514$312M0.2%2026-Q1
RHUMBLINE ADVISERS added654,353$302M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added648,649$299M0.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added645,181$297M0.2%2026-Q1
SEI INVESTMENTS CO trimmed633,666$292M0.2%2026-Q1
CITIGROUP INC added630,762$291M0.2%2026-Q1
California Public Employees Retirement System trimmed620,792$286M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added618,213$285M0.2%2026-Q1
BANK OF NOVA SCOTIA added618,138$285M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added615,749$284M0.2%2026-Q1
APG Asset Management N.V. added708,812$284M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new612,916$283M0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed593,952$274M0.2%2026-Q1
Swedbank AB trimmed580,264$267M0.2%2026-Q1
Alphinity Investment Management Pty Ltd trimmed555,419$256M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added551,097$254M0.2%2026-Q1
Navera Investment Management Ltd. added543,889$251M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed539,288$249M0.2%2026-Q1
Mirova US LLC trimmed512,363$236M0.2%2026-Q1
CIBC Bancorp USA Inc. added511,899$236M0.2%2026-Q1
NATIXIS ADVISORS, LLC trimmed506,804$234M0.2%2026-Q1
ProShare Advisors LLC trimmed504,574$233M0.2%2026-Q1
Alyeska Investment Group, L.P. added501,443$231M0.2%2026-Q1
D1 Capital Partners L.P. new574,200$228M0.2%2026-Q2
Russell Investments Group, Ltd. added490,768$226M0.2%2026-Q1
Thrivent Financial for Lutherans added472,047$218M0.2%2026-Q1
AGF MANAGEMENT LTD added451,704$208M0.2%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed449,557$207M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed443,925$205M0.2%2026-Q1
VANGUARD GROUP INC added33,613,298$19.0B14.7%2025-Q4 stale
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,146,204$623M0.5%2025-Q2 stale
TWO SIGMA ADVISERS, LP trimmed1,066,560$604M0.5%2025-Q4 stale
WCM INVESTMENT MANAGEMENT, LLC added1,189,761$585M0.5%2025-Q1 stale
AXA S.A. added686,237$373M0.3%2025-Q2 stale
AXA Investment Managers S.A. new692,696$310M0.2%2025-Q3 stale
Capitolis Liquid Global Markets LLC added503,171$285M0.2%2025-Q4 stale
CIBC Private Wealth Group LLC trimmed459,184$260M0.2%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership