INTUITIVE SURGICAL INC (ISRG) — Institutional Holders, Q2 2026 (page 13)
2,270 institutional investment managers reported a ISRG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $121.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ISRG 13F holders ranked 1,201–1,300 of 2,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | WD RUTHERFORD#1201 · 2,322 sh | 2,322 | $923.4K | — | -70.7% |
| 1202 | Petros Family Wealth#1202 · 2,305 sh | 2,305 | $916.7K | 0.56% | +25.8% |
| 1203 | Rehmann Capital Advisory Group#1203 · 2,293 sh | 2,293 | $913.1K | 0.04% | -6.4% |
| 1204 | Brown Financial Advisors#1204 · 2,293 sh | 2,293 | $911.9K | 0.32% | +18.3% |
| 1205 | Graham Capital Management, L.P.#1205 · 2,280 sh | 2,280 | $906.7K | 0.02% | -54.9% |
| 1206 | Supplemental Annuity Collective of NJ#1206 · 2,272 sh | 2,272 | $903.5K | 0.23% | -5.3% |
| 1207 | Crew Capital Management, Ltd.#1207 · 2,269 sh | 2,269 | $902.3K | 0.49% | New |
| 1208 | Advisors Capital Management#1208 · 2,262 sh | 2,262 | $899.7K | <0.01% | -65.7% |
| 1209 | MATHER GROUP#1209 · 2,260 sh | 2,260 | $898.6K | — | -14.9% |
| 1210 | Diversified Enterprises#1210 · 2,254 sh | 2,254 | $896.4K | — | -22.6% |
| 1211 | AR ASSET MANAGEMENT#1211 · 2,250 sh | 2,250 | $895.0K | 0.16% | 0.0% |
| 1212 | SNS Financial Group#1212 · 2,250 sh | 2,250 | $894.8K | 0.02% | New |
| 1213 | Gilbert & Cook#1213 · 2,250 sh | 2,250 | $894.8K | 0.10% | -1.2% |
| 1214 | WEALTH ALLIANCE#1214 · 2,249 sh | 2,249 | $894.6K | 0.07% | -24.0% |
| 1215 | Pine Valley Investments Ltd Liability#1215 · 2,245 sh | 2,245 | $892.8K | 0.04% | -4.5% |
| 1216 | Diligent Investors#1216 · 2,243 sh | 2,243 | $892.0K | — | +5.2% |
| 1217 | Aventura Private Wealth#1217 · 2,240 sh | 2,240 | $890.6K | 0.27% | +0.7% |
| 1218 | Illinois Municipal Retirement Fund#1218 · 2,230 sh | 2,230 | $886.8K | 0.01% | -78.7% |
| 1219 | Avantax Planning Partners#1219 · 2,227 sh | 2,227 | $885.6K | 0.02% | +9.9% |
| 1220 | BOOTHBAY FUND MANAGEMENT#1220 · 2,227 sh | 2,227 | $885.6K | 0.01% | New |
| 1221 | Verdence Capital Advisors#1221 · 2,226 sh | 2,226 | $885.0K | — | -2.1% |
| 1222 | Evolutionary Tree Capital Management#1222 · 2,190 sh | 2,190 | $870.9K | 1.64% | New |
| 1223 | ONE WEALTH CAPITAL MANAGEMENT#1223 · 2,186 sh | 2,186 | $869.3K | — | +114.7% |
| 1224 | GeoWealth Management#1224 · 2,185 sh | 2,185 | $868.2K | 0.03% | -2.2% |
| 1225 | FOX RUN MANAGEMENT, L.L.C.#1225 · 2,177 sh | 2,177 | $865.7K | 0.14% | New |
| 1226 | Proactive Wealth Strategies#1226 · 2,176 sh | 2,176 | $865.4K | 0.14% | +0.6% |
| 1227 | Vann Equity Management#1227 · 2,175 sh | 2,175 | $864.9K | — | -0.7% |
| 1228 | OneAscent Financial Services#1228 · 2,158 sh | 2,158 | $858.2K | 0.04% | -1.8% |
| 1229 | HCR Wealth Advisors#1229 · 2,158 sh | 2,158 | $858.2K | — | +9.6% |
| 1230 | Platform Technology Partners#1230 · 2,155 sh | 2,155 | $856.9K | 0.14% | +117.2% |
| 1231 | Pinnacle Wealth Planning Services#1231 · 2,153 sh | 2,153 | $856.2K | 0.08% | -17.9% |
| 1232 | Medallion Wealth Advisors#1232 · 22,709 sh | 22,709 | $853.2K | 0.27% | New |
| 1233 | Willow Creek Capital Management#1233 · 2,144 sh | 2,144 | $852.6K | — | — |
| 1234 | Foundations Investment Advisors#1234 · 2,140 sh | 2,140 | $851.1K | <0.01% | +81.7% |
| 1235 | ORSER CAPITAL MANAGEMENT#1235 · 2,135 sh | 2,135 | $849.0K | — | New |
| 1236 | Sendero Wealth Management#1236 · 2,134 sh | 2,134 | $848.6K | — | -0.7% |
| 1237 | Advyzon Investment Management#1237 · 2,128 sh | 2,128 | $846.4K | 0.06% | +8.1% |
| 1238 | Alpha Family#1238 · 2,125 sh | 2,125 | $845.1K | 0.34% | 0.0% |
| 1239 | GUERRA PAN ADVISORS#1239 · 2,121 sh | 2,121 | $843.5K | — | 0.0% |
| 1240 | Cladis Investment Advisory#1240 · 2,120 sh | 2,120 | $843.1K | 0.39% | +11.3% |
| 1241 | Cito Capital Group#1241 · 2,112 sh | 2,112 | $840.0K | 0.23% | New |
| 1242 | BDF-GESTION#1242 · 12,069 sh | 12,069 | $834.8K | — | -10.1% |
| 1243 | MONETA GROUP INVESTMENT ADVISORS#1243 · 2,093 sh | 2,093 | $832.3K | <0.01% | -1.1% |
| 1244 | Legacy Financial Advisors#1244 · 2,087 sh | 2,087 | $830.1K | 0.10% | -0.4% |
| 1245 | STEVENS CAPITAL MANAGEMENT#1245 · 2,082 sh | 2,082 | $828.0K | 0.20% | -31.1% |
| 1246 | Catalyst Funds Management Pty Ltd#1246 · 2,082 sh | 2,082 | $828.0K | 0.05% | New |
| 1247 | BAXTER BROS#1247 · 2,075 sh | 2,075 | $825.2K | 0.10% | +60.9% |
| 1248 | GARDNER LEWIS ASSET MANAGEMENT L P#1248 · 2,065 sh | 2,065 | $821.2K | 0.18% | 0.0% |
| 1249 | Atwater Malick#1249 · 2,058 sh | 2,058 | $818.4K | — | -16.8% |
| 1250 | Wealth Management Partners#1250 · 2,055 sh | 2,055 | $817.2K | — | -3.7% |
| 1251 | Truvestments Capital#1251 · 2,050 sh | 2,050 | $815.2K | 0.12% | -6.7% |
| 1252 | Caldwell#1252 · 2,050 sh | 2,050 | $815.2K | 0.07% | -8.6% |
| 1253 | L2 Asset Management#1253 · 2,040 sh | 2,040 | $811.3K | 0.08% | +7.3% |
| 1254 | Balboa Wealth Partners#1254 · 2,038 sh | 2,038 | $810.5K | — | -3.4% |
| 1255 | Cornell Pochily Investment Advisors#1255 · 2,035 sh | 2,035 | $809.3K | — | +45.5% |
| 1256 | Wilian Securities#1256 · 2,034 sh | 2,034 | $808.9K | 0.48% | +102.8% |
| 1257 | Excelsior Advisor Network#1257 · 2,032 sh | 2,032 | $808.1K | 0.11% | New |
| 1258 | Samara Investment Management#1258 · 2,027 sh | 2,027 | $806.1K | 0.74% | -6.7% |
| 1259 | Canopy Partners#1259 · 2,025 sh | 2,025 | $805.3K | 0.24% | +33.1% |
| 1260 | Saturna Capital#1260 · 2,018 sh | 2,018 | $802.5K | <0.01% | +162.8% |
| 1261 | Grove Bank#1261 · 2,018 sh | 2,018 | $802.5K | — | -29.1% |
| 1262 | Integrated Advisors Network#1262 · 2,012 sh | 2,012 | $800.1K | — | +11.7% |
| 1263 | PRINCETON CAPITAL MANAGEMENT#1263 · 2,011 sh | 2,011 | $799.7K | 0.18% | +59.4% |
| 1264 | Vision Retirement#1264 · 2,008 sh | 2,008 | $798.5K | 0.19% | -53.5% |
| 1265 | BIRCHBROOK#1265 · 2,003 sh | 2,003 | $796.6K | — | +19.7% |
| 1266 | NCP#1266 · 2,000 sh | 2,000 | $795.4K | 1.11% | 0.0% |
| 1267 | PRAKASH INVESTMENT ADVISORS#1267 · 2,000 sh | 2,000 | $795.4K | — | 0.0% |
| 1268 | PDS Planning#1268 · 1,995 sh | 1,995 | $793.4K | 0.05% | -17.4% |
| 1269 | Allegheny Financial Group LTD#1269 · 1,993 sh | 1,993 | $792.6K | 0.08% | +2.3% |
| 1270 | Indivisible Partners#1270 · 1,989 sh | 1,989 | $791.0K | — | +25.3% |
| 1271 | E Fund Management (Hong Kong) , Ltd.#1271 · 1,988 sh | 1,988 | $790.6K | 0.26% | +57.2% |
| 1272 | Heartland Bank#1272 · 1,988 sh | 1,988 | $790.6K | 0.16% | -1.4% |
| 1273 | Perpetual Ltd#1273 · 1,983 sh | 1,983 | $788.6K | — | -4.9% |
| 1274 | Harrington Investments#1274 · 1,980 sh | 1,980 | $787.4K | — | +0.3% |
| 1275 | FLAGSHIP HARBOR ADVISORS#1275 · 1,976 sh | 1,976 | $785.8K | — | +13.6% |
| 1276 | Covenant Asset Management#1276 · 1,975 sh | 1,975 | $785.4K | — | 0.0% |
| 1277 | OF VIRGINIA#1277 · 1,972 sh | 1,972 | $784.2K | — | 0.0% |
| 1278 | EntryPoint Capital#1278 · 1,971 sh | 1,971 | $783.8K | 0.19% | New |
| 1279 | AMG National Bank#1279 · 1,969 sh | 1,969 | $782.9K | 0.02% | -12.8% |
| 1280 | NorthRock Partners#1280 · 1,957 sh | 1,957 | $778.4K | 0.01% | +2.0% |
| 1281 | CX Institutional#1281 · 1,957 sh | 1,957 | $778.0K | — | -2.3% |
| 1282 | Invst#1282 · 1,953 sh | 1,953 | $776.7K | 0.08% | -5.5% |
| 1283 | BANK OF STOCKTON#1283 · 1,949 sh | 1,949 | $775.1K | — | +4.1% |
| 1284 | HARRELL INVESTMENT PARTNERS#1284 · 1,945 sh | 1,945 | $773.5K | — | +1.9% |
| 1285 | Richard W. Paul & Associates#1285 · 1,945 sh | 1,945 | $773.5K | 0.24% | +20.4% |
| 1286 | PCM Encore#1286 · 1,943 sh | 1,943 | $772.7K | 0.14% | -11.2% |
| 1287 | Waterway Wealth Management#1287 · 1,942 sh | 1,942 | $772.3K | 0.16% | +4.6% |
| 1288 | Blue Line Capital, / IL#1288 · 1,941 sh | 1,941 | $771.9K | 0.64% | +34.7% |
| 1289 | Symmetry Partners#1289 · 1,940 sh | 1,940 | $771.6K | — | New |
| 1290 | Manchester Capital Management#1290 · 1,930 sh | 1,930 | $767.5K | — | +3.3% |
| 1291 | CONQUIS FINANCIAL#1291 · 1,926 sh | 1,926 | $765.9K | 0.62% | 0.0% |
| 1292 | Dana Investment Advisors#1292 · 1,926 sh | 1,926 | $765.9K | 0.02% | +42.9% |
| 1293 | GREAT VALLEY ADVISOR GROUP#1293 · 1,919 sh | 1,919 | $762.9K | 0.01% | -20.3% |
| 1294 | 71 West Capital Partners#1294 · 1,918 sh | 1,918 | $762.8K | 0.03% | +44.0% |
| 1295 | Bank of Marin#1295 · 1,906 sh | 1,906 | $758.0K | 0.53% | -1.0% |
| 1296 | FUKOKU MUTUAL LIFE INSURANCE#1296 · 1,900 sh | 1,900 | $755.6K | 0.04% | +27.2% |
| 1297 | Atlas Wealth Partners#1297 · 1,900 sh | 1,900 | $755.6K | 0.83% | 0.0% |
| 1298 | Kovitz Investment Group Partners#1298 · 1,892 sh | 1,892 | $752.5K | 0.02% | -2.3% |
| 1299 | Hartford Financial Management#1299 · 1,892 sh | 1,892 | $752.4K | — | +8.9% |
| 1300 | Mengis Capital Management#1300 · 1,871 sh | 1,871 | $744.1K | — | +259.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.