Public record / Tickers / ISRG

ISRG — INTUITIVE SURGICAL INC

Both disclosure regimes on one name: who in Congress filed about ISRG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
81
all PTR rows naming ISRG
Members · 12m
3
6 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Markwayne Mullin · $50.0K–$100K

Purchase · traded 2025-09-24 → filed 2025-10-01. Ranked over every ISRG row by the provable lower bound, never a point estimate.

3 members · 6 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

16 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

23 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 23 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ISRG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ISRG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-30 +14d$1K–$15K
2026-01-16Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 2025-12-29 +18d$15K–$50K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-10 +33d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 81 ↗

Members active in ISRG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ISRG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2
Markwayne Mullin R–OK2$65.0K to $150K
Alan Armstrong R–OK1$1.0K to $15.0K2

3 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Coatue Management 13Fadd+47,991 sh
2026-05-15Tudor Investment Corp 13Fnew+37,756 sh
2026-05-15Bridgewater Associates 13Fadd+6,124 sh
2026-05-15Gotham Asset Management 13Ftrim−2,932 sh
2026-05-14Caxton Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ISRG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$13.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$10.6B1
3STATE STREET CORP$7.3B1
4GEODE CAPITAL MANAGEMENT, LLC$3.9B1
5Capital World Investors$3.7B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$3.3B1
7MORGAN STANLEY$2.8B1
8FMR LLC$2.5B1
9ALLIANCEBERNSTEIN L.P.$2.2B1
10WELLINGTON MANAGEMENT GROUP LLP$1.8B1
11Fisher Asset Management, LLC$1.8B1
12Invesco Ltd.$1.7B1
13BANK OF AMERICA CORP /DE/$1.7B1
14Bank of New York Mellon Corp$1.6B1
15NORTHERN TRUST CORP$1.6B1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.5B1
17JENNISON ASSOCIATES LLC$1.4B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.2B1
19Nuveen, LLC$1.2B1
20BAILLIE GIFFORD & CO$1.2B1
21Legal & General Group Plc$1.1B1
22Amundi$1.1B1
23FRANKLIN RESOURCES INC$1.1B1
24AMERICAN CENTURY COMPANIES INC$972M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$971M1
26VANGUARD FIDUCIARY TRUST CO$944M1
27ROYAL BANK OF CANADA$868M1
28Assenagon Asset Management S.A.$804M1
29Janus Henderson Group Ltd.$757M1
30UBS Group AG$755M1
31BARCLAYS PLC$734M1
32EDGEWOOD MANAGEMENT LLC$717M1
33CANADA PENSION PLAN INVESTMENT BOARD$691M1
34Sumitomo Mitsui Trust Group, Inc.$676M1
35TWO SIGMA INVESTMENTS, LP$648M1
36Clearbridge Investments, LLC$629M1
37BNP Paribas Asset Management Holding S.A.$626M1
38CITADEL ADVISORS LLC$625M1
39DEUTSCHE BANK AG\$622M1
40SANDS CAPITAL MANAGEMENT, LLC$609M1
41AMERIPRISE FINANCIAL INC$604M1
42VICTORY CAPITAL MANAGEMENT INC$599M1
43BROWN ADVISORY INC$585M1
44Grantham, Mayo, Van Otterloo & Co. LLC$567M1
45Pictet Asset Management Holding SA$564M1
46Winslow Capital Management, LLC$535M1
47WELLS FARGO & COMPANY/MN$483M1
48Swiss National Bank$480M1
49Holocene Advisors, LP$480M1
50Capital Research Global Investors$446M1
51Mitsubishi UFJ Asset Management Co., Ltd.$434M1
52MILLENNIUM MANAGEMENT LLC$420M1
53COATUE MANAGEMENT LLC$394M1
54MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$378M1
55Vanguard Global Advisers, LLC$358M1
56National Pension Service$335M1
57Bank Julius Baer & Co. Ltd, Zurich$319M1
58HSBC HOLDINGS PLC$312M1
59LAZARD ASSET MANAGEMENT LLC$299M1
60DIMENSIONAL FUND ADVISORS LP$297M1
61Point72 Asset Management, L.P.$293M1
62SEI INVESTMENTS CO$292M1
63CITIGROUP INC$291M1
64RAYMOND JAMES FINANCIAL INC$285M1
65BANK OF NOVA SCOTIA$285M1
66PRINCIPAL FINANCIAL GROUP INC$284M1
67APG Asset Management N.V.$284M1
68VANGUARD ASSET MANAGEMENT, Ltd$283M1
69POLEN CAPITAL MANAGEMENT LLC$280M1
70NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$274M1
71Swedbank AB$267M1
72D. E. Shaw & Co., Inc.$266M1
73Alphinity Investment Management Pty Ltd$256M1
74ENVESTNET ASSET MANAGEMENT INC$254M1
75Navera Investment Management Ltd.$251M1
76Mirova US LLC$236M1
77CIBC Bancorp USA Inc.$236M1
78ProShare Advisors LLC$233M1
79Alyeska Investment Group, L.P.$231M1
80AGF MANAGEMENT LTD$208M1
81GILDER GAGNON HOWE & CO LLC$207M1
82BANK OF MONTREAL /CAN/$202M1
83LPL Financial LLC$202M1
84STIFEL FINANCIAL CORP$199M1
85Employees Provident Fund Board$197M1
86SCHRODER INVESTMENT MANAGEMENT GROUP$197M1
87BLAIR WILLIAM & CO/IL$196M1
88ROYAL LONDON ASSET MANAGEMENT LTD$194M1
89Ensign Peak Advisors, Inc$190M1
90Aberdeen Group plc$186M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$180M1
92ADAGE CAPITAL PARTNERS GP, L.L.C.$175M1
93NEW YORK STATE COMMON RETIREMENT FUND$174M1
94TD ASSET MANAGEMENT INC$174M1
95OXFORD FINANCIAL GROUP, LTD. LLC$168M1
96BRISTOL JOHN W & CO INC /NY/$166M1
97Corient Private Wealth LLC$158M1
98MENORA MIVTACHIM HOLDINGS LTD.$154M1
99SurgoCap Partners LP$154M1
100Universal- Beteiligungs- und Servicegesellschaft mbH$153M1
101Chevy Chase Trust Holdings, LLC$152M1
102Candriam S.C.A.$151M1
103NATIONAL BANK OF CANADA /FI/$150M1
104CONGRESS ASSET MANAGEMENT CO$144M1
105DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$144M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$144M1
107NOMURA ASSET MANAGEMENT CO LTD$144M1
108VOYA INVESTMENT MANAGEMENT LLC$143M1
109FIFTH THIRD BANCORP$142M1
110AVIVA PLC$141M1
111DANSKE BANK A/S$136M1
112Qube Research & Technologies Ltd$136M1
113Mirae Asset Global Investments Co., Ltd.$134M1
114OMERS ADMINISTRATION Corp$133M1
115Bellevue Group AG$132M1
116Hyperion Asset Management Ltd$129M1
117Mitsubishi UFJ Trust & Banking Corp$128M1
118FEDERATED HERMES, INC.$127M1
119DF DENT & CO INC$127M1
120PRUDENTIAL FINANCIAL INC$123M1
121Eurizon Capital SGR S.p.A.$122M1
122Alecta Tjanstepension Omsesidigt$122M1
123AQR CAPITAL MANAGEMENT LLC$118M1
124DnB Asset Management AS$116M1
125Korea Investment CORP$116M1
126NEOS Investment Management LLC$113M1
127WORLDQUANT MILLENNIUM ADVISORS LLC$110M1
128Squarepoint Ops LLC$110M1
129Freestone Grove Partners LP$109M1
130James Hambro & Partners LLP$108M1
131Allianz Asset Management GmbH$105M1
132Temasek Holdings (Private) Ltd$105M1
133Quantinno Capital Management LP$103M1
134RTW INVESTMENTS, LP$101M1
135Resona Asset Management Co.,Ltd.$101M1
136AustralianSuper Pty Ltd$98.7M1
137STOREBRAND ASSET MANAGEMENT AS$98.0M1
138HighTower Advisors, LLC$97.8M1
139CREDIT AGRICOLE S A$96.2M1
140ORBIMED ADVISORS LLC$96.2M1
141Retirement Systems of Alabama$95.9M1
142Rockefeller Capital Management L.P.$94.2M1
143CIBC Asset Management Inc$92.3M1
144BSN Capital Partners Ltd$91.9M1
145Cerity Partners LLC$91.8M1
146Asset Management One Co., Ltd.$90.5M1
147STATE OF WISCONSIN INVESTMENT BOARD$90.3M1
148OFI INVEST ASSET MANAGEMENT$89.7M1
149PFA Pension, Forsikringsaktieselskab$89.2M1
150Zurcher Kantonalbank (Zurich Cantonalbank)$87.9M1
151Bank Pictet & Cie (Europe) AG$87.0M1
152BOWEN HANES & CO INC$83.4M1
153Vanguard Investments Australia, Ltd.$81.3M1
154AMF Tjanstepension AB$78.9M1
155BRIDGES INVESTMENT MANAGEMENT INC$77.2M1
156FIRST TRUST ADVISORS LP$76.7M1
157Calamos Advisors LLC$76.4M1
1581832 Asset Management L.P.$75.6M1
159US BANCORP \DE\$73.7M1
160NZS Capital, LLC$73.3M1
161Lansforsakringar Fondforvaltning AB (publ)$73.1M1
162DAVENPORT & Co LLC$72.4M1
163Tri Locum Partners LP$70.6M1
164TRUIST FINANCIAL CORP$69.7M1
165PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$69.6M1
166Mariner, LLC$68.8M1
167Banque Transatlantique SA$68.7M1
168SEB Asset Management AB$68.3M1
169ING GROEP NV$65.7M1
170TEACHER RETIREMENT SYSTEM OF TEXAS$65.6M1
171Fisher Funds Management LTD$65.5M1
172MACKENZIE FINANCIAL CORP$65.3M1
173RENAISSANCE TECHNOLOGIES LLC$64.3M1
174Allspring Global Investments Holdings, LLC$63.7M1
175NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$63.1M1
176Harvest Portfolios Group Inc.$62.1M1
177KLP KAPITALFORVALTNING AS$61.0M1
178Lingotto Investment Management LLP$60.6M1
179FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$59.7M1
180BALYASNY ASSET MANAGEMENT L.P.$59.3M1
181HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$59.0M1
182Creative Planning$57.9M1
183Baird Financial Group, Inc.$57.8M1
184CI INVESTMENTS INC.$57.7M1
185CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$57.0M1
186Glenview Trust Co$56.8M1
187CAPITAL ADVISORS INC/OK$56.8M1
188Robeco Institutional Asset Management B.V.$56.6M1
189USS Investment Management Ltd$56.6M1
190State of New Jersey Common Pension Fund D$56.4M1
191Groupe la Francaise$56.3M1
192FIL Ltd$55.8M1
193Capital International Sarl$55.7M1
194Cetera Investment Advisers$55.6M1
195JANE STREET GROUP, LLC$54.6M1
196Biondo Investment Advisors, LLC$54.5M1
197Daiwa Securities Group Inc.$54.1M1
198Focus Partners Wealth$54.1M1
199LGT CAPITAL PARTNERS LTD.$53.8M1
200SUSQUEHANNA INTERNATIONAL GROUP, LLP$53.0M1
201United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$50.6M1
202MEITAV INVESTMENT HOUSE LTD$50.1M1
203Banco Santander, S.A.$50.0M1
204TORONTO DOMINION BANK$49.9M1
205Sarasin & Partners LLP$49.4M1
206Tredje AP-fonden$48.6M1
207STATE OF MICHIGAN RETIREMENT SYSTEM$48.0M1
208LBP AM SA$46.3M1
209Kingsview Wealth Management, LLC$46.3M1
210Hudson Bay Capital Management LP$46.1M1
211MAIRS & POWER INC$46.0M1
212PEREGRINE CAPITAL MANAGEMENT LLC$46.0M1
213MetLife Investment Management, LLC$45.6M1
214XPONANCE LLC$45.6M1
215NISSAY ASSET MANAGEMENT CORP /JAPAN$45.5M1
216GATEWAY INVESTMENT ADVISERS LLC$45.4M1
217Seilern Investment Management Ltd$45.3M1
218NISA INVESTMENT ADVISORS, LLC$45.0M1
219BAMCO INC /NY/$44.9M1
220Arizona State Retirement System$44.8M1
221Silvant Capital Management LLC$44.7M1
222GUGGENHEIM CAPITAL LLC$44.7M1
223Czech National Bank$44.6M1
224Altshuler Shaham Ltd$43.8M1
225OSAIC HOLDINGS, INC.$43.8M1
226Susquehanna Portfolio Strategies, LLC$43.2M1
227NORTHEAST INVESTMENT MANAGEMENT$43.1M1
228Fiera Capital Corp$42.8M1
229CAPITOLIS LIQUID GLOBAL MARKETS LLC$41.1M1
230ExodusPoint Capital Management, LP$41.0M1
231Woodline Partners LP$40.2M1
232CIBC WORLD MARKET INC.$40.1M1
233STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$39.5M1
234PERCEPTIVE ADVISORS LLC$39.4M1
235Covea Finance$39.1M1
236KEYBANK NATIONAL ASSOCIATION/OH$39.1M1
237O'SHAUGHNESSY ASSET MANAGEMENT, LLC$38.9M1
238COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$38.1M1
239Swiss Life Asset Management Ltd$38.0M1
240Man Group plc$38.0M1
241Rock Springs Capital Management LP$37.8M1
242WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$37.7M1
243OSSIAM$37.5M1
244NATIXIS$37.2M1
245Triodos Investment Management BV$37.1M1
246Artisan Partners Limited Partnership$37.0M1
247Sandhill Capital Partners LLC$36.7M1
248UNITED CAPITAL FINANCIAL ADVISORS, LLC$36.7M1
249Nan Shan Life Insurance Co., Ltd.$35.7M1
250BRAIDWELL LP$35.6M1
251IFM Investors Pty Ltd$35.1M1
252EXCHANGE TRADED CONCEPTS, LLC$33.9M1
253Rakuten Investment Management, Inc.$33.3M1
254National Mutual Insurance Federation of Agricultural Cooperatives$33.3M1
255Sumitomo Mitsui DS Asset Management Company, Ltd$33.2M1
256QRG CAPITAL MANAGEMENT, INC.$33.0M1
257NS Partners Ltd$33.0M1
258LGT Group Foundation$32.7M1
259MayTech Global Investments, LLC$32.4M1
260COMMONWEALTH EQUITY SERVICES, LLC$32.3M1
261MOGY JOEL R INVESTMENT COUNSEL INC$32.0M1
262BENDER ROBERT & ASSOCIATES$31.6M1
263FACTORY MUTUAL INSURANCE CO$31.4M1
264Defilade Capital Management, L.P.$31.2M1
265NORDEA INVESTMENT MANAGEMENT AB$30.9M1
266UNIO CAPITAL LLC$30.5M1
267Annex Advisory Services, LLC$30.5M1
268OPPENHEIMER ASSET MANAGEMENT INC.$30.4M1
269Orange Investment Advisors, Inc.$30.3M1
270Zurich Insurance Group Ltd/FI$30.3M1
271CAPITAL INTERNATIONAL LTD /CA/$30.2M1
272Traynor Capital Management, Inc.$30.1M1
273MERCER GLOBAL ADVISORS INC /ADV$29.5M1
274Trexquant Investment LP$29.3M1
275SHELTON CAPITAL MANAGEMENT$29.2M1
276BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$29.0M1
277SALEM INVESTMENT COUNSELORS INC$29.0M1
278Evelyn Partners Investment Management LLP$28.8M1
279Vontobel Holding Ltd.$28.7M1
280INTECH INVESTMENT MANAGEMENT LLC$28.6M1
281PITTENGER & ANDERSON INC$28.3M1
282Vanguard Personalized Indexing Management, LLC$27.9M1
283M&T BANK CORP$27.9M1
284Aptus Capital Advisors, LLC$27.7M1
285EVENTIDE ASSET MANAGEMENT, LLC$27.6M1
286Sanctuary Advisors, LLC$27.6M1
287Lido Advisors, LLC$27.5M1
288Global X Japan Co., Ltd.$27.3M1
289Pathstone Holdings, LLC$27.1M1
290Capital International, Inc./CA/$26.8M1
291PUBLIC SECTOR PENSION INVESTMENT BOARD$26.5M1
292Tidal Investments LLC$26.5M1
293Utah Retirement Systems$26.5M1
294Varma Mutual Pension Insurance Co$26.4M1
295Atika Capital Management LLC$26.4M1
296DAVIS R M INC$26.1M1
297ASSETMARK, INC$25.8M1
298SteelPeak Wealth, LLC$25.8M1
299Investment Management Corp of Ontario$25.7M1
300Rockport Wealth LLC$25.3M1
301CWM, LLC$25.2M1
302GLENMEDE TRUST CO NA$25.1M1
303PRUDENTIAL PLC$25.0M1
304NEW YORK LIFE INVESTMENT MANAGEMENT LLC$24.4M1
305WAYCROSS PARTNERS, LLC$24.2M1
306ARMISTICE CAPITAL, LLC$24.0M1
307AIA Group Ltd$23.7M1
308Rafferty Asset Management, LLC$23.6M1
309KESTRA PRIVATE WEALTH SERVICES, LLC$23.5M1
310BRADLEY FOSTER & SARGENT INC/CT$23.4M1
311CADINHA & CO LLC$23.3M1
312Andra AP-fonden$23.1M1
313MUFG Securities EMEA plc$22.7M1
314Slow Capital, Inc.$22.7M1
315MML INVESTORS SERVICES, LLC$22.6M1
316GROUPAMA ASSET MANAGMENT$22.5M1
317Mediolanum International Funds Ltd$22.3M1
318Wealthfront Advisers LLC$22.1M1
319SouthState Bank Corp$22.1M1
320HUB Investment Partners, LLC$21.8M1
321YOUSIF CAPITAL MANAGEMENT, LLC$21.8M1
322Vident Advisory, LLC$21.6M1
323Compagnie Lombard Odier SCmA$21.3M1
324IEQ CAPITAL, LLC$21.3M1
325PICTON MAHONEY ASSET MANAGEMENT$21.2M1
326Destination Wealth Management$20.6M1
327Empowered Funds, LLC$20.3M1
328Elo Mutual Pension Insurance Co$20.1M1
329NICOLA WEALTH MANAGEMENT LTD.$19.8M1
330Ethic Inc.$19.7M1
331NewEdge Advisors, LLC$19.7M1
332Quintet Private Bank (Europe) S.A.$19.5M1
333Federation des caisses Desjardins du Quebec$19.3M1
334MAI Capital Management$19.3M1
335ABN AMRO Bank N.V.$18.9M1
336RPG Investment Advisory, LLC$18.9M1
337ITHAKA GROUP LLC$18.9M1
338HANCOCK WHITNEY CORP$18.7M1
339OREGON PUBLIC EMPLOYEES RETIREMENT FUND$18.7M1
340Cornerstone Advisors, LLC$18.7M1
341Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$18.2M1
342Avanza Fonder AB$18.2M1
343COMMERCE BANK$18.1M1
344BEACON INVESTMENT ADVISORY SERVICES, INC.$17.8M1
345CIM, LLC$17.5M1
346VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.5M1
347MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$17.5M1
348TUDOR INVESTMENT CORP ET AL$17.4M1
349Vinva Investment Management Ltd$17.1M1
350Rhenman & Partners Asset Management AB$17.0M1
351Gradient Investments LLC$16.9M1
352Maple Capital Management, Inc.$16.9M1
353MACQUARIE GROUP LTD$16.8M1
354OP Asset Management Ltd$16.7M1
355LGT Fund Management Co Ltd.$16.6M1
356Midwest Trust Co$16.6M1
357Chicago Capital, LLC$16.4M1
358F/m Investments LLC$16.3M1
359Callan Family Office, LLC$16.2M1
360Atlantic Union Bankshares Corp$16.2M1
361Norinchukin Bank, The$16.2M1
362Integral Health Asset Management, LLC$16.1M1
363JAG CAPITAL MANAGEMENT, LLC$16.1M1
364PANAGORA ASSET MANAGEMENT INC$16.0M1
365UMB Bank, n.a.$15.7M1
366TD Waterhouse Canada Inc.$15.7M1
367NLB Skladi, upravljanje premozenja, d.o.o.$15.6M1
368NewEdge Wealth, LLC$15.5M1
369Aware Super Pty Ltd as trustee of Aware Super$15.2M1
370ZACKS INVESTMENT MANAGEMENT$15.2M1
371JOHNSON INVESTMENT COUNSEL INC$15.1M1
372MISSION WEALTH MANAGEMENT, LP$14.9M1
373ASR Vermogensbeheer N.V.$14.8M1
374BANQUE PICTET & CIE SA$14.8M1
375Y-Intercept (Hong Kong) Ltd$14.7M1
376GAGNON SECURITIES LLC$14.6M1
377&PARTNERS$14.5M1
378Verition Fund Management LLC$14.5M1
379Azimuth Capital Investment Management LLC$14.2M1
380Steward Partners Investment Advisory, LLC$14.1M1
381Envestnet Portfolio Solutions, Inc.$14.1M1
382ABN AMRO INVESTMENT SOLUTIONS$13.9M1
383J. Safra Sarasin Holding AG$13.9M1
384Atria Investments, Inc$13.7M1
385Danica Pension, Livsforsikringsaktieselskab$13.3M1
386Keel Point, LLC$13.3M1
387INVESTMENT HOUSE LLC$13.2M1
388Allworth Financial LP$12.8M1
389HB Wealth Management, LLC$12.7M1
390Renaissance Investment Group LLC$12.6M1
391TRITONPOINT WEALTH, LLC$12.6M1
392PROFUND ADVISORS LLC$12.4M1
393Calamos Wealth Management LLC$12.4M1
394SAPIENT CAPITAL LLC$12.3M1
395BOURNE LENT ASSET MANAGEMENT INC$12.3M1
396Vestmark Advisory Solutions, Inc.$12.3M1
397UniSuper Management Pty Ltd$12.3M1
398Crossmark Global Holdings, Inc.$12.3M1
399FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$11.8M1
400SIERRA SUMMIT ADVISORS LLC$11.4M1
401Badgley Phelps Wealth Managers, LLC$11.1M1
402DNCA FINANCE$11.0M1
403McGuire Investment Group, LLC$11.0M1
404Evelyn Partners Investment Management Services Ltd$11.0M1
405KIECKHEFER GROUP LLC$11.0M1
406Private Advisor Group, LLC$11.0M1
407NORTH STAR ASSET MANAGEMENT INC$10.9M1
408Purus Wealth Management, LLC$10.9M1
409Kestra Advisory Services, LLC$10.9M1
410Connective Capital Management, LLC$10.8M1
411Ameritas Investment Partners, Inc.$10.7M1
412EP Wealth Advisors, LLC$10.5M1
413AXIOM INVESTORS LLC /DE$10.5M1
414Meridiem Capital Partners LP$10.5M1
415DIVERSIFY WEALTH MANAGEMENT, LLC$10.5M1
416OPPENHEIMER & CO INC$10.4M1
417YHB Investment Advisors, Inc.$10.3M1
418Fiduciary Group, LLC$10.3M1
419EXENCIAL WEALTH ADVISORS, LLC$10.2M1
420Baker Avenue Asset Management, LP$10.2M1
421Walleye Trading LLC$10.1M1
422E. Ohman J:or Asset Management AB$10.0M1
423MIZUHO SECURITIES USA LLC$9.9M1
424Osmosis Investment Management UK Ltd$9.9M1
425Advisors Asset Management, Inc.$9.8M1
426Intesa Sanpaolo S.p.A.$9.7M1
427AE Wealth Management LLC$9.7M1
428FIRST CITIZENS BANK & TRUST CO$9.7M1
429TRILLIUM ASSET MANAGEMENT, LLC$9.6M1
430ALLIANZ SE$9.6M1
431Pinnacle Financial Partners, Inc.$9.5M1
432Atle Fund Management AB$9.4M1
433Heirloom Wealth Management$9.4M1
434Orion Porfolio Solutions, LLC$9.4M1
435HARTFORD INVESTMENT MANAGEMENT CO$9.3M1
436OAK RIDGE INVESTMENTS LLC$9.3M1
437Martin Capital Advisors, LLP$9.2M1
438COMPASS CAPITAL MANAGEMENT, INC$9.2M1
439Nova R Wealth, Inc.$9.1M1
440Concurrent Investment Advisors, LLC$9.0M1
441Bleakley Financial Group, LLC$9.0M1
442J.W. COLE ADVISORS, INC.$8.8M1
443Roundview Capital LLC$8.8M1
444CAMBIENT FAMILY OFFICE, LLC$8.8M1
445D.A. DAVIDSON & CO.$8.7M1
446Stratos Wealth Partners, LTD.$8.6M1
447CARDEROCK CAPITAL MANAGEMENT INC$8.5M1
448Cinctive Capital Management LP$8.5M1
449STRATEGIC PLANNING GROUP, LLC$8.5M1
450Lombard Odier Asset Management (Switzerland) SA$8.4M1
451Broadleaf Partners, LLC$8.4M1
452Generali Asset Management SPA SGR$8.4M1
453Waverly Advisors, LLC$8.2M1
454M & L Capital Management Ltd$8.2M1
455Maryland State Retirement & Pension System$8.1M1
456Stanley-Laman Group, Ltd.$8.0M1
457EFG International AG$8.0M1
458Metis Global Partners, LLC$8.0M1
459Bridgewater Associates, LP$8.0M1
460LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$7.9M1
461Equitable Holdings, Inc.$7.9M1
462Owl Creek Asset Management, L.P.$7.9M1
463GC Wealth Management RIA, LLC$7.7M1
464Jain Global LLC$7.7M1
465McBroom & Associates, LLC$7.7M1
466PKO Investment Management Joint-Stock Co$7.6M1
467Vantage Investment Partners, LLC$7.5M1
468Robinhood Asset Management, LLC$7.5M1
469NorthCrest Asset Manangement, LLC$7.5M1
470Union Bancaire Privee, UBP SA$7.4M1
471SIGMA INVESTMENT COUNSELORS INC$7.3M1
472Ravenstone Capital Management Inc.$7.3M1
473Sterling Capital Management LLC$7.3M1
474Tower Research Capital LLC (TRC)$7.2M1
475Gotham Asset Management, LLC$7.2M1
476TOMPKINS FINANCIAL CORP$7.1M1
477Dai-ichi Life Insurance Company, Ltd$7.1M1
478Rench Wealth Management, Inc.$7.1M1
479Deuterium Capital Management, LLC$7.1M1
480Siemens Fonds Invest GmbH$7.1M1
481KMG FIDUCIARY PARTNERS, LLC$7.0M1
482WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$7.0M1
483Freestone Capital Holdings, LLC$6.9M1
484Voleon Capital Management LP$6.8M1
485Trifecta Capital Advisors, LLC$6.8M1
486Banque Cantonale Vaudoise$6.8M1
487Bouvel Investment Partners, LLC$6.7M1
488Prospect Hill Management, LLC$6.7M1
489MONTAG A & ASSOCIATES INC$6.7M1
490Capital Group Investment Management Pte. Ltd.$6.6M1
491AG2R LA MONDIALE GESTION D'ACTIFS$6.6M1
492FIRST NATIONAL TRUST CO$6.6M1
493Schonfeld Strategic Advisors LLC$6.5M1
494Spire Wealth Management$6.5M1
495Ascent Group, LLC$6.4M1
496Greenfield Seitz Capital Management, LLC$6.4M1
497SVB WEALTH LLC$6.3M1
498United Capital Management of KS, Inc.$6.3M1
499Laird Norton Wetherby Trust Company, LLC$6.3M1
500Brooklyn Investment Group$6.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 0 sell
Congress net ($ bound)$69.0K to $210K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ISRG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ISRG
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for ISRG · financials and macro

Financials — as filed PLANNED

ISRG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ISRG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing