Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

INTUITIVE SURGICAL INC · COM · quarter ended 2026-03-31 · 19 members disclosed ISRG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,905 holders are listed, largest first: 1,905
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $118B
holders whose share count rose or who opened the position (new + add), by shares: 960
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 262

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ISRG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$13.9B	30,075,905	−440,248	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$10.6B	23,079,490	—	NO PRIOR
3	STATE STREET CORP	$7.3B	15,846,973	+145,382	ADD
4	GEODE CAPITAL MANAGEMENT, LLC	$3.9B	8,466,851	+241,160	ADD
5	Capital World Investors	$3.7B	8,048,010	+191,992	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.3B	7,233,971	—	NO PRIOR
7	MORGAN STANLEY	$2.8B	6,058,840	+317,805	ADD
8	FMR LLC	$2.5B	5,477,234	−1,100,283	TRIM
9	ALLIANCEBERNSTEIN L.P.	$2.2B	3,812,663	+92,134	ADD
10	WELLINGTON MANAGEMENT GROUP LLP	$1.8B	3,959,290	+513,410	ADD
11	Fisher Asset Management, LLC	$1.8B	3,852,940	+67,970	ADD
12	Invesco Ltd.	$1.7B	3,737,430	−391,305	TRIM
13	BANK OF AMERICA CORP /DE/	$1.7B	3,616,973	+116,292	ADD
14	Bank of New York Mellon Corp	$1.6B	3,550,375	−369,852	TRIM
15	NORTHERN TRUST CORP	$1.6B	3,504,272	−22,278	TRIM
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.5B	3,316,258	+377,795	ADD
17	JENNISON ASSOCIATES LLC	$1.4B	3,041,010	−168,127	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.2B	2,623,702	+69,188	ADD
19	Nuveen, LLC	$1.2B	2,621,423	−109,059	TRIM
20	BAILLIE GIFFORD & CO	$1.2B	2,567,565	+16,208	ADD
21	Legal & General Group Plc	$1.1B	2,483,660	+28,139	ADD
22	Amundi	$1.1B	2,428,356	+193,096	ADD
23	FRANKLIN RESOURCES INC	$1.1B	2,339,439	−220,494	TRIM
24	AMERICAN CENTURY COMPANIES INC	$972M	2,109,524	+6,075	ADD
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$971M	2,105,544	+1,027,475	ADD
26	VANGUARD FIDUCIARY TRUST CO	$944M	2,048,740	—	NO PRIOR
27	ROYAL BANK OF CANADA	$868M	1,882,391	−257,458	TRIM
28	Assenagon Asset Management S.A.	$804M	1,745,008	+211,237	ADD
29	Janus Henderson Group Ltd.	$757M	1,643,060	+58,587	ADD
30	UBS Group AG	$755M	1,637,924	−183,794	TRIM
31	BARCLAYS PLC	$734M	1,592,310	−642,570	TRIM
32	EDGEWOOD MANAGEMENT LLC	$717M	1,556,013	−255,521	TRIM
33	CANADA PENSION PLAN INVESTMENT BOARD	$691M	1,498,674	+102,110	ADD
34	Sumitomo Mitsui Trust Group, Inc.	$676M	1,465,816	+45,359	ADD
35	TWO SIGMA INVESTMENTS, LP	$648M	1,405,334	+945,455	ADD
36	Clearbridge Investments, LLC	$629M	1,365,060	−318,200	TRIM
37	BNP Paribas Asset Management Holding S.A.	$626M	1,357,852	−315,016	TRIM
38	CITADEL ADVISORS LLC	$625M	1,356,011	+315,444	ADD
39	DEUTSCHE BANK AG\	$622M	1,349,512	−172,679	TRIM
40	SANDS CAPITAL MANAGEMENT, LLC	$609M	1,321,274	−55,684	TRIM
41	AMERIPRISE FINANCIAL INC	$604M	1,310,181	−240,007	TRIM
42	VICTORY CAPITAL MANAGEMENT INC	$599M	1,299,442	−184,338	TRIM
43	BROWN ADVISORY INC	$585M	1,268,966	−251,015	TRIM
44	Grantham, Mayo, Van Otterloo & Co. LLC	$567M	1,230,930	+45,020	ADD
45	Pictet Asset Management Holding SA	$564M	1,222,579	+72,329	ADD
46	Winslow Capital Management, LLC	$535M	1,160,360	−109,203	TRIM
47	WELLS FARGO & COMPANY/MN	$483M	1,046,924	+11,185	ADD
48	Swiss National Bank	$480M	1,040,320	+57,920	ADD
49	Holocene Advisors, LP	$480M	1,040,185	+880,745	ADD
50	Capital Research Global Investors	$446M	966,639	−197,098	TRIM
51	Mitsubishi UFJ Asset Management Co., Ltd.	$434M	941,329	+60,998	ADD
52	MILLENNIUM MANAGEMENT LLC	$420M	910,292	−576,661	TRIM
53	COATUE MANAGEMENT LLC	$394M	855,225	+47,991	ADD
54	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$378M	819,411	+150,068	ADD
55	Vanguard Global Advisers, LLC	$358M	776,489	—	NO PRIOR
56	National Pension Service	$335M	727,442	+727,442	NEW
57	Bank Julius Baer & Co. Ltd, Zurich	$319M	695,468	+4,741	ADD
58	HSBC HOLDINGS PLC	$312M	677,514	−727,224	TRIM
59	LAZARD ASSET MANAGEMENT LLC	$299M	648,649	+100,428	ADD
60	DIMENSIONAL FUND ADVISORS LP	$297M	645,181	+22,595	ADD
61	Point72 Asset Management, L.P.	$293M	635,309	+52,490	ADD
62	SEI INVESTMENTS CO	$292M	633,666	−27,419	TRIM
63	CITIGROUP INC	$291M	630,762	+185,214	ADD
64	RAYMOND JAMES FINANCIAL INC	$285M	618,213	+30,904	ADD
65	BANK OF NOVA SCOTIA	$285M	618,138	+75,579	ADD
66	PRINCIPAL FINANCIAL GROUP INC	$284M	615,749	+64,877	ADD
67	APG Asset Management N.V.	$284M	708,812	+22,288	ADD
68	VANGUARD ASSET MANAGEMENT, Ltd	$283M	612,916	—	NO PRIOR
69	POLEN CAPITAL MANAGEMENT LLC	$280M	606,826	−235,792	TRIM
70	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$274M	593,952	+593,952	NEW
71	Swedbank AB	$267M	580,264	−261,618	TRIM
72	D. E. Shaw & Co., Inc.	$266M	576,508	−729,613	TRIM
73	Alphinity Investment Management Pty Ltd	$256M	555,419	−33,470	TRIM
74	ENVESTNET ASSET MANAGEMENT INC	$254M	551,097	+64,594	ADD
75	Navera Investment Management Ltd.	$251M	543,889	+30,085	ADD
76	Mirova US LLC	$236M	512,363	−21,766	TRIM
77	CIBC Bancorp USA Inc.	$236M	511,899	—	NO PRIOR
78	ProShare Advisors LLC	$233M	504,574	−113,639	TRIM
79	Alyeska Investment Group, L.P.	$231M	501,443	+501,443	NEW
80	AGF MANAGEMENT LTD	$208M	451,704	+9,084	ADD
81	GILDER GAGNON HOWE & CO LLC	$207M	449,557	−23,988	TRIM
82	BANK OF MONTREAL /CAN/	$202M	439,107	−74,183	TRIM
83	LPL Financial LLC	$202M	438,016	−17,054	TRIM
84	STIFEL FINANCIAL CORP	$199M	431,688	−80,598	TRIM
85	Employees Provident Fund Board	$197M	427,033	−11,500	TRIM
86	SCHRODER INVESTMENT MANAGEMENT GROUP	$197M	426,341	+5,079	ADD
87	BLAIR WILLIAM & CO/IL	$196M	425,228	−14,142	TRIM
88	ROYAL LONDON ASSET MANAGEMENT LTD	$194M	420,836	+20,946	ADD
89	Ensign Peak Advisors, Inc	$190M	411,891	+493	ADD
90	Aberdeen Group plc	$186M	404,073	+23,565	ADD
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$180M	390,469	−49,408	TRIM
92	ADAGE CAPITAL PARTNERS GP, L.L.C.	$175M	379,858	+39,353	ADD
93	NEW YORK STATE COMMON RETIREMENT FUND	$174M	378,434	−600	TRIM
94	TD ASSET MANAGEMENT INC	$174M	376,904	+20,500	ADD
95	OXFORD FINANCIAL GROUP, LTD. LLC	$168M	363,771	−226	TRIM
96	BRISTOL JOHN W & CO INC /NY/	$166M	360,734	−4,235	TRIM
97	Corient Private Wealth LLC	$158M	336,763	−563,517	TRIM
98	MENORA MIVTACHIM HOLDINGS LTD.	$154M	333,150	+191,550	ADD
99	SurgoCap Partners LP	$154M	333,032	+70,181	ADD
100	Universal- Beteiligungs- und Servicegesellschaft mbH	$153M	332,931	−18,204	TRIM
101	Chevy Chase Trust Holdings, LLC	$152M	330,751	−16,654	TRIM
102	Candriam S.C.A.	$151M	328,149	+37,107	ADD
103	NATIONAL BANK OF CANADA /FI/	$150M	326,369	−34,506	TRIM
104	CONGRESS ASSET MANAGEMENT CO	$144M	312,410	−2,121	TRIM
105	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$144M	311,845	+123,391	ADD
106	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$144M	311,810	−2,404	TRIM
107	NOMURA ASSET MANAGEMENT CO LTD	$144M	311,689	−17,716	TRIM
108	VOYA INVESTMENT MANAGEMENT LLC	$143M	310,696	−376,231	TRIM
109	FIFTH THIRD BANCORP	$142M	307,602	+91,566	ADD
110	AVIVA PLC	$141M	306,437	+8,778	ADD
111	DANSKE BANK A/S	$136M	295,062	+37,089	ADD
112	Qube Research & Technologies Ltd	$136M	294,903	+161,015	ADD
113	Mirae Asset Global Investments Co., Ltd.	$134M	289,633	+15,711	ADD
114	OMERS ADMINISTRATION Corp	$133M	289,024	+143,345	ADD
115	Bellevue Group AG	$132M	286,654	−35,374	TRIM
116	Hyperion Asset Management Ltd	$129M	279,907	+66,424	ADD
117	Mitsubishi UFJ Trust & Banking Corp	$128M	277,616	+22,093	ADD
118	FEDERATED HERMES, INC.	$127M	276,170	+30,510	ADD
119	DF DENT & CO INC	$127M	275,313	−30,078	TRIM
120	PRUDENTIAL FINANCIAL INC	$123M	265,961	−173,735	TRIM
121	Eurizon Capital SGR S.p.A.	$122M	266,007	+39,165	ADD
122	Alecta Tjanstepension Omsesidigt	$122M	263,900	+51,100	ADD
123	AQR CAPITAL MANAGEMENT LLC	$118M	258,884	+139,124	ADD
124	DnB Asset Management AS	$116M	252,167	+7,425	ADD
125	Korea Investment CORP	$116M	251,577	−30,865	TRIM
126	NEOS Investment Management LLC	$113M	244,533	+46,916	ADD
127	WORLDQUANT MILLENNIUM ADVISORS LLC	$110M	239,048	−57,978	TRIM
128	Squarepoint Ops LLC	$110M	238,254	+32,764	ADD
129	Freestone Grove Partners LP	$109M	236,782	+181,594	ADD
130	James Hambro & Partners LLP	$108M	233,249	−5,817	TRIM
131	Allianz Asset Management GmbH	$105M	227,221	−5,238	TRIM
132	Temasek Holdings (Private) Ltd	$105M	227,211	+183,211	ADD
133	Quantinno Capital Management LP	$103M	224,448	+34,445	ADD
134	RTW INVESTMENTS, LP	$101M	220,000	+118,772	ADD
135	Resona Asset Management Co.,Ltd.	$101M	220,359	+8,240	ADD
136	AustralianSuper Pty Ltd	$98.7M	214,163	+163,763	ADD
137	STOREBRAND ASSET MANAGEMENT AS	$98.0M	212,486	—	NO PRIOR
138	HighTower Advisors, LLC	$97.8M	212,199	+11,749	ADD
139	CREDIT AGRICOLE S A	$96.2M	208,743	+69,971	ADD
140	ORBIMED ADVISORS LLC	$96.2M	208,700	−54,700	TRIM
141	Retirement Systems of Alabama	$95.9M	207,944	+2	ADD
142	Rockefeller Capital Management L.P.	$94.2M	204,351	−2,578	TRIM
143	CIBC Asset Management Inc	$92.3M	200,323	+937	ADD
144	BSN Capital Partners Ltd	$91.9M	171,000	—	NO PRIOR
145	Cerity Partners LLC	$91.8M	199,217	+26,276	ADD
146	Asset Management One Co., Ltd.	$90.5M	196,215	−342	TRIM
147	STATE OF WISCONSIN INVESTMENT BOARD	$90.3M	195,968	+2,679	ADD
148	OFI INVEST ASSET MANAGEMENT	$89.7M	223,988	+64,979	ADD
149	PFA Pension, Forsikringsaktieselskab	$89.2M	193,458	+193,458	NEW
150	Zurcher Kantonalbank (Zurich Cantonalbank)	$87.9M	190,720	+190,720	NEW
151	Bank Pictet & Cie (Europe) AG	$87.0M	188,756	−2,567	TRIM
152	BOWEN HANES & CO INC	$83.4M	180,975	+1,785	ADD
153	Vanguard Investments Australia, Ltd.	$81.3M	176,446	—	NO PRIOR
154	AMF Tjanstepension AB	$78.9M	171,089	−41,307	TRIM
155	BRIDGES INVESTMENT MANAGEMENT INC	$77.2M	167,548	−2,074	TRIM
156	FIRST TRUST ADVISORS LP	$76.7M	166,438	+32,095	ADD
157	Calamos Advisors LLC	$76.4M	165,835	+30,098	ADD
158	1832 Asset Management L.P.	$75.6M	163,918	+20,992	ADD
159	US BANCORP \DE\	$73.7M	159,770	+9,488	ADD
160	NZS Capital, LLC	$73.3M	159,105	+48,100	ADD
161	Lansforsakringar Fondforvaltning AB (publ)	$73.1M	158,677	−565	TRIM
162	DAVENPORT & Co LLC	$72.4M	157,778	−2,546	TRIM
163	Tri Locum Partners LP	$70.6M	153,250	+153,250	NEW
164	TRUIST FINANCIAL CORP	$69.7M	151,281	−12,897	TRIM
165	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$69.6M	150,963	−887	TRIM
166	Mariner, LLC	$68.8M	149,353	+17,224	ADD
167	Banque Transatlantique SA	$68.7M	148,774	−2,609	TRIM
168	SEB Asset Management AB	$68.3M	148,216	—	NO PRIOR
169	ING GROEP NV	$65.7M	142,479	−56,287	TRIM
170	TEACHER RETIREMENT SYSTEM OF TEXAS	$65.6M	142,368	−2,126	TRIM
171	Fisher Funds Management LTD	$65.5M	142,156	+31,392	ADD
172	MACKENZIE FINANCIAL CORP	$65.3M	141,743	−42,691	TRIM
173	RENAISSANCE TECHNOLOGIES LLC	$64.3M	139,402	−13,428	TRIM
174	Allspring Global Investments Holdings, LLC	$63.7M	137,212	−8,356	TRIM
175	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$63.1M	136,772	+8,091	ADD
176	Harvest Portfolios Group Inc.	$62.1M	134,723	+26,226	ADD
177	KLP KAPITALFORVALTNING AS	$61.0M	132,422	+4,280	ADD
178	Lingotto Investment Management LLP	$60.6M	131,522	+23,766	ADD
179	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$59.7M	129,459	+47,360	ADD
180	BALYASNY ASSET MANAGEMENT L.P.	$59.3M	128,739	−345,808	TRIM
181	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$59.0M	127,944	+5,370	ADD
182	Creative Planning	$57.9M	125,675	+13,420	ADD
183	Baird Financial Group, Inc.	$57.8M	125,410	+125,410	NEW
184	CI INVESTMENTS INC.	$57.7M	125,116	−61,937	TRIM
185	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$57.0M	123,578	−120,554	TRIM
186	Glenview Trust Co	$56.8M	123,234	+6,572	ADD
187	CAPITAL ADVISORS INC/OK	$56.8M	123,148	+621	ADD
188	Robeco Institutional Asset Management B.V.	$56.6M	122,859	+1,219	ADD
189	USS Investment Management Ltd	$56.6M	122,666	+61,465	ADD
190	State of New Jersey Common Pension Fund D	$56.4M	122,286	−441	TRIM
191	Groupe la Francaise	$56.3M	123,220	−54,372	TRIM
192	FIL Ltd	$55.8M	121,145	+6,491	ADD
193	Capital International Sarl	$55.7M	120,863	+6,342	ADD
194	Cetera Investment Advisers	$55.6M	120,628	+3,236	ADD
195	JANE STREET GROUP, LLC	$54.6M	118,543	+87,658	ADD
196	Biondo Investment Advisors, LLC	$54.5M	118,312	−1,079	TRIM
197	Daiwa Securities Group Inc.	$54.1M	117,461	+19,048	ADD
198	Focus Partners Wealth	$54.1M	117,405	−5,330	TRIM
199	LGT CAPITAL PARTNERS LTD.	$53.8M	116,736	+18,120	ADD
200	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$53.0M	115,055	+3,700	ADD
201	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$50.6M	109,674	+7,520	ADD
202	MEITAV INVESTMENT HOUSE LTD	$50.1M	108,747	+465	ADD
203	Banco Santander, S.A.	$50.0M	108,393	+5,060	ADD
204	TORONTO DOMINION BANK	$49.9M	108,304	−15,341	TRIM
205	Sarasin & Partners LLP	$49.4M	107,124	+107,124	NEW
206	Tredje AP-fonden	$48.6M	105,469	−66,342	TRIM
207	STATE OF MICHIGAN RETIREMENT SYSTEM	$48.0M	104,153	−105,200	TRIM
208	LBP AM SA	$46.3M	100,480	+65,437	ADD
209	Kingsview Wealth Management, LLC	$46.3M	100,396	+96,000	ADD
210	Hudson Bay Capital Management LP	$46.1M	100,000	−182,500	TRIM
211	MAIRS & POWER INC	$46.0M	99,885	+37,608	ADD
212	PEREGRINE CAPITAL MANAGEMENT LLC	$46.0M	99,739	−6,561	TRIM
213	MetLife Investment Management, LLC	$45.6M	98,878	−3,100	TRIM
214	XPONANCE LLC	$45.6M	98,870	+7,083	ADD
215	NISSAY ASSET MANAGEMENT CORP /JAPAN	$45.5M	98,749	+991	ADD
216	GATEWAY INVESTMENT ADVISERS LLC	$45.4M	98,570	+762	ADD
217	Seilern Investment Management Ltd	$45.3M	98,358	−34,055	TRIM
218	NISA INVESTMENT ADVISORS, LLC	$45.0M	97,563	−12,298	TRIM
219	BAMCO INC /NY/	$44.9M	97,297	−37	TRIM
220	Arizona State Retirement System	$44.8M	97,126	−4,742	TRIM
221	Silvant Capital Management LLC	$44.7M	97,003	+6,381	ADD
222	GUGGENHEIM CAPITAL LLC	$44.7M	97,000	−7,511	TRIM
223	Czech National Bank	$44.6M	96,718	+3,242	ADD
224	Altshuler Shaham Ltd	$43.8M	95,000	+95,000	NEW
225	OSAIC HOLDINGS, INC.	$43.8M	94,978	+3,368	ADD
226	Susquehanna Portfolio Strategies, LLC	$43.2M	93,681	+17,821	ADD
227	NORTHEAST INVESTMENT MANAGEMENT	$43.1M	93,453	+207	ADD
228	Fiera Capital Corp	$42.8M	92,812	−32,236	TRIM
229	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$41.1M	89,146	−414,025	TRIM
230	ExodusPoint Capital Management, LP	$41.0M	89,040	+68,642	ADD
231	Woodline Partners LP	$40.2M	87,157	−52,486	TRIM
232	CIBC WORLD MARKET INC.	$40.1M	86,909	+3,048	ADD
233	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$39.5M	85,617	0	NO CHANGE
234	PERCEPTIVE ADVISORS LLC	$39.4M	85,419	−2,500	TRIM
235	Covea Finance	$39.1M	84,875	−1,957	TRIM
236	KEYBANK NATIONAL ASSOCIATION/OH	$39.1M	84,732	−2,525	TRIM
237	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$38.9M	84,426	+22,234	ADD
238	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$38.1M	82,725	+267	ADD
239	Swiss Life Asset Management Ltd	$38.0M	82,438	+9,670	ADD
240	Man Group plc	$38.0M	82,370	+20,304	ADD
241	Rock Springs Capital Management LP	$37.8M	82,000	0	NO CHANGE
242	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$37.7M	99,823	−41,140	TRIM
243	OSSIAM	$37.5M	81,444	+1,896	ADD
244	NATIXIS	$37.2M	80,777	+8,604	ADD
245	Triodos Investment Management BV	$37.1M	80,387	−500	TRIM
246	Artisan Partners Limited Partnership	$37.0M	80,203	−21,606	TRIM
247	Sandhill Capital Partners LLC	$36.7M	79,691	−34,793	TRIM
248	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$36.7M	79,662	+79,662	NEW
249	Nan Shan Life Insurance Co., Ltd.	$35.7M	77,481	+40,681	ADD
250	BRAIDWELL LP	$35.6M	77,297	−6,120	TRIM
251	IFM Investors Pty Ltd	$35.1M	76,149	+1,996	ADD
252	EXCHANGE TRADED CONCEPTS, LLC	$33.9M	73,630	+20,219	ADD
253	Rakuten Investment Management, Inc.	$33.3M	73,654	+7,717	ADD
254	National Mutual Insurance Federation of Agricultural Cooperatives	$33.3M	72,200	0	NO CHANGE
255	Sumitomo Mitsui DS Asset Management Company, Ltd	$33.2M	71,975	+101	ADD
256	QRG CAPITAL MANAGEMENT, INC.	$33.0M	71,531	+13,149	ADD
257	NS Partners Ltd	$33.0M	71,487	−768	TRIM
258	LGT Group Foundation	$32.7M	70,837	+7,479	ADD
259	MayTech Global Investments, LLC	$32.4M	70,382	−573	TRIM
260	COMMONWEALTH EQUITY SERVICES, LLC	$32.3M	70,037	−1,316	TRIM
261	MOGY JOEL R INVESTMENT COUNSEL INC	$32.0M	69,376	+364	ADD
262	BENDER ROBERT & ASSOCIATES	$31.6M	68,645	−3,779	TRIM
263	FACTORY MUTUAL INSURANCE CO	$31.4M	68,100	+23,600	ADD
264	Defilade Capital Management, L.P.	$31.2M	67,681	+22,019	ADD
265	NORDEA INVESTMENT MANAGEMENT AB	$30.9M	68,580	+5,235	ADD
266	UNIO CAPITAL LLC	$30.5M	66,238	+8,320	ADD
267	Annex Advisory Services, LLC	$30.5M	66,193	+2,050	ADD
268	OPPENHEIMER ASSET MANAGEMENT INC.	$30.4M	65,883	−5,194	TRIM
269	Orange Investment Advisors, Inc.	$30.3M	65,812	−200	TRIM
270	Zurich Insurance Group Ltd/FI	$30.3M	65,644	−70,329	TRIM
271	CAPITAL INTERNATIONAL LTD /CA/	$30.2M	65,577	+301	ADD
272	Traynor Capital Management, Inc.	$30.1M	66,530	+742	ADD
273	MERCER GLOBAL ADVISORS INC /ADV	$29.5M	64,054	+13,005	ADD
274	Trexquant Investment LP	$29.3M	63,614	+38,633	ADD
275	SHELTON CAPITAL MANAGEMENT	$29.2M	63,362	−1,319	TRIM
276	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$29.0M	62,837	−14,753	TRIM
277	SALEM INVESTMENT COUNSELORS INC	$29.0M	62,800	+842	ADD
278	Evelyn Partners Investment Management LLP	$28.8M	62,473	+8,874	ADD
279	Vontobel Holding Ltd.	$28.7M	62,262	+5,686	ADD
280	INTECH INVESTMENT MANAGEMENT LLC	$28.6M	62,055	+1,308	ADD
281	PITTENGER & ANDERSON INC	$28.3M	61,433	+1,068	ADD
282	Vanguard Personalized Indexing Management, LLC	$27.9M	60,540	+639	ADD
283	M&T BANK CORP	$27.9M	60,469	−2,272	TRIM
284	Aptus Capital Advisors, LLC	$27.7M	60,166	−678	TRIM
285	EVENTIDE ASSET MANAGEMENT, LLC	$27.6M	59,942	+551	ADD
286	Sanctuary Advisors, LLC	$27.6M	59,787	−119	TRIM
287	Lido Advisors, LLC	$27.5M	59,713	−5,254	TRIM
288	Global X Japan Co., Ltd.	$27.3M	59,213	+8,208	ADD
289	Pathstone Holdings, LLC	$27.1M	58,881	+5,014	ADD
290	Capital International, Inc./CA/	$26.8M	58,117	+85	ADD
291	PUBLIC SECTOR PENSION INVESTMENT BOARD	$26.5M	57,573	−79,269	TRIM
292	Tidal Investments LLC	$26.5M	57,538	+9,022	ADD
293	Utah Retirement Systems	$26.5M	57,388	−1,370	TRIM
294	Varma Mutual Pension Insurance Co	$26.4M	57,253	0	NO CHANGE
295	Atika Capital Management LLC	$26.4M	57,216	0	NO CHANGE
296	DAVIS R M INC	$26.1M	56,581	+943	ADD
297	ASSETMARK, INC	$25.8M	55,911	−1,075	TRIM
298	SteelPeak Wealth, LLC	$25.8M	55,906	+45,777	ADD
299	Investment Management Corp of Ontario	$25.7M	55,809	+9,833	ADD
300	Rockport Wealth LLC	$25.3M	54,873	−2,187	TRIM
301	CWM, LLC	$25.2M	54,633	+5,112	ADD
302	GLENMEDE TRUST CO NA	$25.1M	54,523	−6,125	TRIM
303	PRUDENTIAL PLC	$25.0M	54,153	+2,517	ADD
304	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$24.4M	52,913	+1,407	ADD
305	WAYCROSS PARTNERS, LLC	$24.2M	52,474	+7,614	ADD
306	ARMISTICE CAPITAL, LLC	$24.0M	52,043	−9,030	TRIM
307	AIA Group Ltd	$23.7M	51,488	−14,032	TRIM
308	Rafferty Asset Management, LLC	$23.6M	51,263	−8,332	TRIM
309	KESTRA PRIVATE WEALTH SERVICES, LLC	$23.5M	51,002	+51,002	NEW
310	BRADLEY FOSTER & SARGENT INC/CT	$23.4M	50,697	+1,797	ADD
311	CADINHA & CO LLC	$23.3M	50,592	−11,361	TRIM
312	Andra AP-fonden	$23.1M	50,050	+29,168	ADD
313	MUFG Securities EMEA plc	$22.7M	49,259	−47,686	TRIM
314	Slow Capital, Inc.	$22.7M	49,170	+766	ADD
315	MML INVESTORS SERVICES, LLC	$22.6M	48,998	+1,025	ADD
316	GROUPAMA ASSET MANAGMENT	$22.5M	48,854	+1,075	ADD
317	Mediolanum International Funds Ltd	$22.3M	49,260	−3,103	TRIM
318	Wealthfront Advisers LLC	$22.1M	47,988	+1,732	ADD
319	SouthState Bank Corp	$22.1M	47,907	+2,557	ADD
320	HUB Investment Partners, LLC	$21.8M	47,265	−5,824	TRIM
321	YOUSIF CAPITAL MANAGEMENT, LLC	$21.8M	47,241	−499	TRIM
322	Vident Advisory, LLC	$21.6M	46,930	+7,575	ADD
323	Compagnie Lombard Odier SCmA	$21.3M	46,215	−1,820	TRIM
324	IEQ CAPITAL, LLC	$21.3M	46,172	−864	TRIM
325	PICTON MAHONEY ASSET MANAGEMENT	$21.2M	45,961	−2,625	TRIM
326	Destination Wealth Management	$20.6M	44,722	+2,890	ADD
327	Empowered Funds, LLC	$20.3M	43,981	+25,886	ADD
328	Elo Mutual Pension Insurance Co	$20.1M	43,689	−328	TRIM
329	NICOLA WEALTH MANAGEMENT LTD.	$19.8M	42,900	0	NO CHANGE
330	Ethic Inc.	$19.7M	42,798	−451	TRIM
331	NewEdge Advisors, LLC	$19.7M	42,683	+42,683	NEW
332	Quintet Private Bank (Europe) S.A.	$19.5M	42,261	−3,432	TRIM
333	Federation des caisses Desjardins du Quebec	$19.3M	41,906	+11,020	ADD
334	MAI Capital Management	$19.3M	41,869	+2,025	ADD
335	ABN AMRO Bank N.V.	$18.9M	40,572	−23,961	TRIM
336	RPG Investment Advisory, LLC	$18.9M	40,951	+199	ADD
337	ITHAKA GROUP LLC	$18.9M	40,895	+771	ADD
338	HANCOCK WHITNEY CORP	$18.7M	40,931	+40,931	NEW
339	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$18.7M	40,628	0	NO CHANGE
340	Cornerstone Advisors, LLC	$18.7M	40,613	+13,813	ADD
341	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$18.2M	39,548	+24,684	ADD
342	Avanza Fonder AB	$18.2M	39,440	−1,801	TRIM
343	COMMERCE BANK	$18.1M	39,273	+23,321	ADD
344	BEACON INVESTMENT ADVISORY SERVICES, INC.	$17.8M	38,521	−16,430	TRIM
345	CIM, LLC	$17.5M	38,030	−1,701	TRIM
346	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$17.5M	38,000	0	NO CHANGE
347	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$17.5M	37,882	−282	TRIM
348	TUDOR INVESTMENT CORP ET AL	$17.4M	37,756	+37,756	NEW
349	Vinva Investment Management Ltd	$17.1M	37,801	+1,568	ADD
350	Rhenman & Partners Asset Management AB	$17.0M	36,846	−11,154	TRIM
351	Gradient Investments LLC	$16.9M	36,652	+1,240	ADD
352	Maple Capital Management, Inc.	$16.9M	36,563	−824	TRIM
353	MACQUARIE GROUP LTD	$16.8M	36,502	−22,271	TRIM
354	OP Asset Management Ltd	$16.7M	36,274	—	NO PRIOR
355	LGT Fund Management Co Ltd.	$16.6M	36,057	+30,640	ADD
356	Midwest Trust Co	$16.6M	35,929	+2,370	ADD
357	Chicago Capital, LLC	$16.4M	35,475	−1,538	TRIM
358	F/m Investments LLC	$16.3M	35,373	−3,477	TRIM
359	Callan Family Office, LLC	$16.2M	35,227	−2,200	TRIM
360	Atlantic Union Bankshares Corp	$16.2M	35,069	+11,492	ADD
361	Norinchukin Bank, The	$16.2M	35,047	+1,259	ADD
362	Integral Health Asset Management, LLC	$16.1M	35,000	−75,000	TRIM
363	JAG CAPITAL MANAGEMENT, LLC	$16.1M	34,869	+1,725	ADD
364	PANAGORA ASSET MANAGEMENT INC	$16.0M	34,641	+5,213	ADD
365	UMB Bank, n.a.	$15.7M	34,060	−54	TRIM
366	TD Waterhouse Canada Inc.	$15.7M	33,804	+18,367	ADD
367	NLB Skladi, upravljanje premozenja, d.o.o.	$15.6M	33,763	+2,232	ADD
368	NewEdge Wealth, LLC	$15.5M	33,535	+5,950	ADD
369	Aware Super Pty Ltd as trustee of Aware Super	$15.2M	33,028	—	NO PRIOR
370	ZACKS INVESTMENT MANAGEMENT	$15.2M	32,939	+1,060	ADD
371	JOHNSON INVESTMENT COUNSEL INC	$15.1M	32,722	+559	ADD
372	MISSION WEALTH MANAGEMENT, LP	$14.9M	32,233	+145	ADD
373	ASR Vermogensbeheer N.V.	$14.8M	32,141	+744	ADD
374	BANQUE PICTET & CIE SA	$14.8M	32,061	−2,451	TRIM
375	Y-Intercept (Hong Kong) Ltd	$14.7M	31,951	+31,951	NEW
376	GAGNON SECURITIES LLC	$14.6M	31,619	−178	TRIM
377	&PARTNERS	$14.5M	31,473	+1,798	ADD
378	Verition Fund Management LLC	$14.5M	31,491	+26,147	ADD
379	Azimuth Capital Investment Management LLC	$14.2M	30,703	−790	TRIM
380	Steward Partners Investment Advisory, LLC	$14.1M	30,659	+12,832	ADD
381	Envestnet Portfolio Solutions, Inc.	$14.1M	30,581	−16,239	TRIM
382	ABN AMRO INVESTMENT SOLUTIONS	$13.9M	30,250	+5,094	ADD
383	J. Safra Sarasin Holding AG	$13.9M	30,210	+4,787	ADD
384	Atria Investments, Inc	$13.7M	29,637	−6,302	TRIM
385	Danica Pension, Livsforsikringsaktieselskab	$13.3M	28,782	+28,782	NEW
386	Keel Point, LLC	$13.3M	28,762	−604	TRIM
387	INVESTMENT HOUSE LLC	$13.2M	28,680	0	NO CHANGE
388	Allworth Financial LP	$12.8M	27,819	+1,036	ADD
389	HB Wealth Management, LLC	$12.7M	27,536	−236	TRIM
390	Renaissance Investment Group LLC	$12.6M	27,379	−143	TRIM
391	TRITONPOINT WEALTH, LLC	$12.6M	27,344	−536	TRIM
392	PROFUND ADVISORS LLC	$12.4M	26,986	−7,111	TRIM
393	Calamos Wealth Management LLC	$12.4M	26,975	+26,239	ADD
394	SAPIENT CAPITAL LLC	$12.3M	26,752	−19,619	TRIM
395	BOURNE LENT ASSET MANAGEMENT INC	$12.3M	26,725	+225	ADD
396	Vestmark Advisory Solutions, Inc.	$12.3M	26,646	+4,094	ADD
397	UniSuper Management Pty Ltd	$12.3M	26,641	+492	ADD
398	Crossmark Global Holdings, Inc.	$12.3M	26,577	—	NO PRIOR
399	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$11.8M	25,663	−9,416	TRIM
400	SIERRA SUMMIT ADVISORS LLC	$11.4M	24,695	+244	ADD
401	Badgley Phelps Wealth Managers, LLC	$11.1M	24,158	+1,364	ADD
402	DNCA FINANCE	$11.0M	23,950	0	NO CHANGE
403	McGuire Investment Group, LLC	$11.0M	23,898	−91	TRIM
404	Evelyn Partners Investment Management Services Ltd	$11.0M	23,884	+1,601	ADD
405	KIECKHEFER GROUP LLC	$11.0M	23,862	−150	TRIM
406	Private Advisor Group, LLC	$11.0M	23,773	−962	TRIM
407	NORTH STAR ASSET MANAGEMENT INC	$10.9M	23,747	+80	ADD
408	Purus Wealth Management, LLC	$10.9M	23,669	−14	TRIM
409	Kestra Advisory Services, LLC	$10.9M	23,564	+561	ADD
410	Connective Capital Management, LLC	$10.8M	23,392	0	NO CHANGE
411	Ameritas Investment Partners, Inc.	$10.7M	23,260	+35	ADD
412	EP Wealth Advisors, LLC	$10.5M	22,844	+10,063	ADD
413	AXIOM INVESTORS LLC /DE	$10.5M	22,780	−49,646	TRIM
414	Meridiem Capital Partners LP	$10.5M	22,747	−35,781	TRIM
415	DIVERSIFY WEALTH MANAGEMENT, LLC	$10.5M	23,038	+12,912	ADD
416	OPPENHEIMER & CO INC	$10.4M	22,621	+2,991	ADD
417	YHB Investment Advisors, Inc.	$10.3M	22,411	+174	ADD
418	Fiduciary Group, LLC	$10.3M	22,313	−215	TRIM
419	EXENCIAL WEALTH ADVISORS, LLC	$10.2M	22,156	−1,088	TRIM
420	Baker Avenue Asset Management, LP	$10.2M	22,115	+687	ADD
421	Walleye Trading LLC	$10.1M	21,944	−38,109	TRIM
422	E. Ohman J:or Asset Management AB	$10.0M	21,590	−2,090	TRIM
423	MIZUHO SECURITIES USA LLC	$9.9M	21,469	−4,343	TRIM
424	Osmosis Investment Management UK Ltd	$9.9M	21,446	+20,654	ADD
425	Advisors Asset Management, Inc.	$9.8M	21,248	−2,212	TRIM
426	Intesa Sanpaolo S.p.A.	$9.7M	21,415	+3,030	ADD
427	AE Wealth Management LLC	$9.7M	21,044	+4,164	ADD
428	FIRST CITIZENS BANK & TRUST CO	$9.7M	20,944	+129	ADD
429	TRILLIUM ASSET MANAGEMENT, LLC	$9.6M	39,361	+18,979	ADD
430	ALLIANZ SE	$9.6M	20,799	−2,045	TRIM
431	Pinnacle Financial Partners, Inc.	$9.5M	20,665	−320	TRIM
432	Atle Fund Management AB	$9.4M	70,851	+48,529	ADD
433	Heirloom Wealth Management	$9.4M	20,342	+3,242	ADD
434	Orion Porfolio Solutions, LLC	$9.4M	20,325	−83	TRIM
435	HARTFORD INVESTMENT MANAGEMENT CO	$9.3M	20,234	−241	TRIM
436	OAK RIDGE INVESTMENTS LLC	$9.3M	20,109	+153	ADD
437	Martin Capital Advisors, LLP	$9.2M	20,036	−22	TRIM
438	COMPASS CAPITAL MANAGEMENT, INC	$9.2M	19,982	+35	ADD
439	Nova R Wealth, Inc.	$9.1M	19,787	−524	TRIM
440	Concurrent Investment Advisors, LLC	$9.0M	19,596	+4,117	ADD
441	Bleakley Financial Group, LLC	$9.0M	19,543	+5,819	ADD
442	J.W. COLE ADVISORS, INC.	$8.8M	19,189	−794	TRIM
443	Roundview Capital LLC	$8.8M	19,065	+623	ADD
444	CAMBIENT FAMILY OFFICE, LLC	$8.8M	19,030	+1,083	ADD
445	D.A. DAVIDSON & CO.	$8.7M	18,942	+3,317	ADD
446	Stratos Wealth Partners, LTD.	$8.6M	18,664	−789	TRIM
447	CARDEROCK CAPITAL MANAGEMENT INC	$8.5M	18,539	+295	ADD
448	Cinctive Capital Management LP	$8.5M	18,435	+13,017	ADD
449	STRATEGIC PLANNING GROUP, LLC	$8.5M	18,379	+5,134	ADD
450	Lombard Odier Asset Management (Switzerland) SA	$8.4M	18,327	+1,040	ADD
451	Broadleaf Partners, LLC	$8.4M	18,187	−553	TRIM
452	Generali Asset Management SPA SGR	$8.4M	18,126	−3,498	TRIM
453	Waverly Advisors, LLC	$8.2M	17,827	−60	TRIM
454	M & L Capital Management Ltd	$8.2M	17,700	+17,700	NEW
455	Maryland State Retirement & Pension System	$8.1M	17,678	0	NO CHANGE
456	Stanley-Laman Group, Ltd.	$8.0M	17,459	+732	ADD
457	EFG International AG	$8.0M	17,450	−1,261	TRIM
458	Metis Global Partners, LLC	$8.0M	17,361	−587	TRIM
459	Bridgewater Associates, LP	$8.0M	17,294	+6,124	ADD
460	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$7.9M	17,180	+8,190	ADD
461	Equitable Holdings, Inc.	$7.9M	15,391	+5,141	ADD
462	Owl Creek Asset Management, L.P.	$7.9M	17,069	+17,069	NEW
463	GC Wealth Management RIA, LLC	$7.7M	16,786	−705	TRIM
464	Jain Global LLC	$7.7M	16,777	+7,164	ADD
465	McBroom & Associates, LLC	$7.7M	16,748	−1,748	TRIM
466	PKO Investment Management Joint-Stock Co	$7.6M	16,500	+2,200	ADD
467	Vantage Investment Partners, LLC	$7.5M	16,281	−55	TRIM
468	Robinhood Asset Management, LLC	$7.5M	16,250	+4,813	ADD
469	NorthCrest Asset Manangement, LLC	$7.5M	16,485	−5,380	TRIM
470	Union Bancaire Privee, UBP SA	$7.4M	18,319	−7,541	TRIM
471	SIGMA INVESTMENT COUNSELORS INC	$7.3M	15,941	−1,024	TRIM
472	Ravenstone Capital Management Inc.	$7.3M	15,832	—	NO PRIOR
473	Sterling Capital Management LLC	$7.3M	15,799	−2,127	TRIM
474	Tower Research Capital LLC (TRC)	$7.2M	15,627	−9,872	TRIM
475	Gotham Asset Management, LLC	$7.2M	15,566	−2,932	TRIM
476	TOMPKINS FINANCIAL CORP	$7.1M	15,507	−141	TRIM
477	Dai-ichi Life Insurance Company, Ltd	$7.1M	15,480	−1,619	TRIM
478	Rench Wealth Management, Inc.	$7.1M	15,432	−22	TRIM
479	Deuterium Capital Management, LLC	$7.1M	15,425	0	NO CHANGE
480	Siemens Fonds Invest GmbH	$7.1M	15,358	−598	TRIM
481	KMG FIDUCIARY PARTNERS, LLC	$7.0M	15,162	−165	TRIM
482	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$7.0M	15,142	−95	TRIM
483	Freestone Capital Holdings, LLC	$6.9M	15,064	+529	ADD
484	Voleon Capital Management LP	$6.8M	14,858	+12,732	ADD
485	Trifecta Capital Advisors, LLC	$6.8M	14,746	+285	ADD
486	Banque Cantonale Vaudoise	$6.8M	14,732	+3,387	ADD
487	Bouvel Investment Partners, LLC	$6.7M	14,597	+92	ADD
488	Prospect Hill Management, LLC	$6.7M	14,575	+125	ADD
489	MONTAG A & ASSOCIATES INC	$6.7M	14,533	−1,117	TRIM
490	Capital Group Investment Management Pte. Ltd.	$6.6M	14,413	+98	ADD
491	AG2R LA MONDIALE GESTION D'ACTIFS	$6.6M	14,338	+29	ADD
492	FIRST NATIONAL TRUST CO	$6.6M	14,313	−15	TRIM
493	Schonfeld Strategic Advisors LLC	$6.5M	14,185	−11,492	TRIM
494	Spire Wealth Management	$6.5M	14,021	+868	ADD
495	Ascent Group, LLC	$6.4M	13,861	−386	TRIM
496	Greenfield Seitz Capital Management, LLC	$6.4M	13,844	+20	ADD
497	SVB WEALTH LLC	$6.3M	13,718	+331	ADD
498	United Capital Management of KS, Inc.	$6.3M	13,713	−11,723	TRIM
499	Laird Norton Wetherby Trust Company, LLC	$6.3M	13,561	+222	ADD
500	Brooklyn Investment Group	$6.2M	13,461	+2,754	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ISRG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Coatue Management, Tudor Investment Corp, Bridgewater Associates $420M held
Trimming: 2 Gotham Asset Management, Caxton Associates $7.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · INTUITIVE SURGICAL INC

Merged timeline of congressional filings and notable-manager moves on ISRG
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Coatue Management 13F	ADD	+47,991 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+37,756 sh
2026-05-15	Bridgewater Associates 13F	ADD	+6,124 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−2,932 sh
2026-05-14	Caxton Associates 13F	TRIM	−167,840 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed ISRG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).