Intuitive Surgical Inc (ISRG) Quarterly Institutional 13F Update (Q2 2026)

ISRG ranks #111 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

2270 institutions disclose a position in ISRG, but none treat it as a major bet — even Sands Capital Management, LLC, its most concentrated holder, allocates just 1.9% of its own portfolio to it.

Arrowstreet Capital, Limited Partnership has added to its ISRG position for two straight quarters, increasing it by $878.5M to reach $1.5B today.

BlackRock has trimmed its ISRG position for two straight quarters, cutting it by $5.3B while still holding $11.9B.

ISRG is down 0.4% today, but institutions show net buying of $55.6B this quarter — a divergence between today's price move and the underlying institutional flow.

ISRG posted net income of $3.1B over the trailing twelve months, and currently trades at a P/E of 42.8.

• Profitable — net income of $3.1B over the trailing twelve months
• Revenue grew 20.7% year over year
• Net income improved year over year, from $2.6B to $3.1B
• Generated $3.0B in positive operating cash flow
• Current ratio of 4.87x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.14x equity — within a conventional range