Who holds ISRGticker 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 ↗

1,905

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$118B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

960

addsholders whose share count rose or who opened the position (new + add), by shares

262

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed ISRG — the congressional view ↗