| 4 | Invesco Ltd. | 11.8M | $4.71B | +58.9% | 3.353% | 0.37% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 8.5M | $3.38B | +0.8% | 2.416% | 0.18% |
| 6 | Capital World Investors | 7.7M | $3.08B | -3.8% | 2.192% | 0.36% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.2M | $2.88B | +0.1% | 2.050% | 0.13% |
| 8 | MORGAN STANLEY | 6.6M | $2.61B | +8.3% | 1.857% | 0.14% |
| 9 | NORGES BANK | 5.0M | $1.97B | — | 1.402% | 0.20% |
| 10 | JPMORGAN CHASE & CO | 4.2M | $1.72B | -7.9% | 1.198% | 0.10% |
| 11 | FMR LLC | 4.3M | $1.69B | -22.4% | 1.203% | 0.07% |
| 12 | ALLIANCEBERNSTEIN L.P. | 3.6M | $1.67B | -4.7% | 1.028% | 0.55% |
| 13 | Fisher Asset Management, LLC | 3.9M | $1.56B | +1.7% | 1.109% | 0.46% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 3.8M | $1.51B | -4.0% | 1.076% | 0.26% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.7M | $1.49B | +77.8% | 1.060% | 0.66% |
| 16 | JENNISON ASSOCIATES LLC | 3.7M | $1.46B | +20.7% | 1.039% | 0.88% |
| 17 | NORTHERN TRUST CORP | 3.5M | $1.40B | +0.3% | 0.994% | 0.16% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.4M | $1.37B | +64.5% | 0.973% | 0.11% |
| 19 | BANK OF AMERICA CORP /DE/ | 3.4M | $1.35B | -5.9% | 0.963% | 0.09% |
| 20 | Bank of New York Mellon Corp | 3.4M | $1.34B | -5.4% | 0.951% | 0.22% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.3M | $1.30B | -1.5% | 0.925% | 0.24% |
| 22 | GOLDMAN SACHS GROUP INC | 2.9M | $1.16B | +15.8% | 0.827% | 0.10% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.8M | $1.11B | +6.8% | 0.793% | 0.15% |
| 24 | Nuveen, LLC | 2.7M | $1.07B | +2.9% | 0.763% | 0.26% |
| 25 | Amundi | 2.7M | $1.07B | +10.6% | 0.760% | 0.26% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ISRG — a direct measure of their conviction.
| 84.08% |
| 0.83 pp |
| $135.15B |
| 7.2% |
| Q4 2024 | 2,017 | +8.7% | 84.91% | +1.83 pp | $145.69B | +10% |
| Q3 2024 | 1,856 | — | 83.08% | — | $132.38B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
148 institutions opened new positions in ISRG during Q2 2026, while 204 fully exited. 367 added to existing positions and 1,640 trimmed.
ISRG institutional ownership rose by 3.76 percentage points quarter-over-quarter, with a net change of -30 holders.
The top 10 institutions account for 40.4% of all reported 13F value in ISRG, and the top 25 account for 57.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Intuitive Surgical, Inc. (ISRG) Institutional Ownership