Who owns ISRG (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. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ISRG is one-sided between 2025-Q4 and 2026-Q1: 246 added or opened and 1097 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 0.0pp 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 2025-Q4 and 2026-Q1 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 79
- VANGUARD CAPITAL MANAGEMENT LLC$10.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$3.3B
- VANGUARD FIDUCIARY TRUST CO$944M
- Vanguard Global Advisers, LLC$358M
- VANGUARD ASSET MANAGEMENT, Ltd$283M
- CIBC Bancorp USA Inc.$236M
Full exits 94
- VANGUARD GROUP INC$19.0B
- TWO SIGMA ADVISERS, LP$604M
- Capitolis Liquid Global Markets LLC$285M
- CIBC Private Wealth Group LLC$260M
- Skandinaviska Enskilda Banken AB (publ)$93M
- Sofinnova Investments, Inc.$72M
Largest adds
- Invesco Ltd.$1.1B
- Holocene Advisors, LP$389M
- TWO SIGMA INVESTMENTS, LP$387M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$360M
- JONES FINANCIAL COMPANIES LLLP$121M
- Temasek Holdings (Private) Ltd$80M
Largest trims
- BlackRock, Inc.$3.6B
- STATE STREET CORP$1.6B
- PRICE T ROWE ASSOCIATES INC /MD/$1.3B
- FMR LLC$1.2B
- GEODE CAPITAL MANAGEMENT, LLC$750M
- Capital World Investors$740M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 29,744,955 | $13.7B | 10.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 23,079,490 | $10.6B | 7.9% | 2026-Q1 |
| STATE STREET CORP added | 15,846,973 | $7.3B | 5.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 12,520,007 | $5.8B | 4.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,466,851 | $3.9B | 2.9% | 2026-Q1 |
| Capital World Investors added | 8,048,010 | $3.7B | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 7,453,055 | $3.4B | 2.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,233,971 | $3.3B | 2.5% | 2026-Q1 |
| MORGAN STANLEY added | 6,058,840 | $2.8B | 2.1% | 2026-Q1 |
| FMR LLC trimmed | 5,466,737 | $2.5B | 1.9% | 2026-Q1 |
| NORGES BANK trimmed | 4,744,596 | $2.3B | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,812,663 | $2.2B | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,593,894 | $2.1B | 1.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,959,290 | $1.8B | 1.3% | 2026-Q1 |
| Fisher Asset Management, LLC added | 3,852,940 | $1.8B | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,616,973 | $1.7B | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,550,375 | $1.6B | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,504,272 | $1.6B | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,316,258 | $1.5B | 1.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 3,041,010 | $1.4B | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,623,702 | $1.2B | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,621,423 | $1.2B | 0.9% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 2,567,565 | $1.2B | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 2,483,660 | $1.1B | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,451,269 | $1.1B | 0.8% | 2026-Q1 |
| Amundi added | 2,428,356 | $1.1B | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 2,339,439 | $1.1B | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,109,524 | $972M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,105,544 | $971M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,048,740 | $944M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,882,391 | $868M | 0.6% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,745,008 | $804M | 0.6% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,699,693 | $784M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,643,060 | $757M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 1,637,924 | $755M | 0.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,592,310 | $734M | 0.5% | 2026-Q1 |
| EDGEWOOD MANAGEMENT LLC trimmed | 1,556,013 | $717M | 0.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,498,674 | $691M | 0.5% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,465,816 | $676M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,405,334 | $648M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,365,060 | $629M | 0.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,357,852 | $626M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,356,011 | $625M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,349,512 | $622M | 0.5% | 2026-Q1 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 1,321,274 | $609M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,310,181 | $604M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,299,442 | $599M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 1,268,966 | $585M | 0.4% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 1,230,930 | $567M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,222,579 | $564M | 0.4% | 2026-Q1 |
| Fayez Sarofim & Co added | 1,212,411 | $559M | 0.4% | 2026-Q1 |
| Winslow Capital Management, LLC trimmed | 1,160,360 | $535M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,046,924 | $483M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,040,320 | $480M | 0.4% | 2026-Q1 |
| Holocene Advisors, LP added | 1,040,185 | $480M | 0.4% | 2026-Q1 |
| Capital Research Global Investors trimmed | 966,639 | $446M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 941,329 | $434M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 910,292 | $420M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 869,556 | $401M | 0.3% | 2026-Q1 |
| COATUE MANAGEMENT LLC added | 855,225 | $394M | 0.3% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 819,411 | $378M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 776,489 | $358M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 727,442 | $335M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 703,054 | $324M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 695,468 | $319M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 677,514 | $312M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 654,353 | $302M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 648,649 | $299M | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 645,181 | $297M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 635,309 | $293M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 633,666 | $292M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 630,762 | $291M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 620,792 | $286M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 618,213 | $285M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 618,138 | $285M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 615,749 | $284M | 0.2% | 2026-Q1 |
| APG Asset Management N.V. added | 708,812 | $284M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 612,916 | $283M | 0.2% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 606,826 | $280M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 593,952 | $274M | 0.2% | 2026-Q1 |
| Swedbank AB trimmed | 580,264 | $267M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 576,508 | $266M | 0.2% | 2026-Q1 |
| Alphinity Investment Management Pty Ltd trimmed | 555,419 | $256M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 551,097 | $254M | 0.2% | 2026-Q1 |
| Navera Investment Management Ltd. added | 543,889 | $251M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 539,288 | $249M | 0.2% | 2026-Q1 |
| Mirova US LLC trimmed | 512,363 | $236M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 511,899 | $236M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 506,804 | $234M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 504,574 | $233M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 501,443 | $231M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 490,768 | $226M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 33,612,629 | $19.0B | 14.1% | 2025-Q4 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,146,204 | $623M | 0.5% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,066,560 | $604M | 0.4% | 2025-Q4 stale |
| WCM INVESTMENT MANAGEMENT, LLC added | 1,189,761 | $585M | 0.4% | 2025-Q1 stale |
| AXA S.A. added | 686,237 | $373M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 692,696 | $310M | 0.2% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC added | 503,171 | $285M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 459,184 | $260M | 0.2% | 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.
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.