3 tracked superinvestors hold INTUITIVE SURGICAL INC (ISRG), worth $1.2B combined, led by Overdeck / Siegel. Smart money is trimming ISRG as of the latest 13F filings.
Current price
$366.70
-19.3%
1Y
Intuitive Surgical, Inc. is a leading medical technology firm dedicated to advancing patient care by developing, producing, and commercializing sophisticated tools. These innovations empower medical professionals to deliver superior, accessible, and less-invasive treatment options to patients both within the United States and across international markets. Its flagship offering, the da Vinci…
Market cap
$162.1B
P/E
55.56
Div yield
0.0%
Revenue YoY
20.5%
Analyst target
$491
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.2B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing ISRG: 2 funds trimmed versus 1 adding.
INTUITIVE SURGICAL INC (ISRG) is held by 3 tracked funds worth $1.2B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Overdeck / Siegel at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.6% | $797M | |
| Trimmed | 0.6% | $316M | |
| Trimmed | 2.2% | $47M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $8M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Guthart Family Trust | Director | 20,095 | $8M | 2026-08-11 |
Which superinvestors own ISRG?
3 tracked funds hold INTUITIVE SURGICAL INC (ISRG), the largest being Overdeck / Siegel (Two Sigma) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ISRG?
In the most recent 13F quarter, 1 tracked fund added or opened ISRG and 2 trimmed it.
How much ISRG do tracked funds hold?
Combined disclosed long exposure to ISRG across tracked superinvestors is $1.2B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.