Intuitive Surgical, Inc. (ISRG)
What changed in recent filings
- Revenue +19% YoYQuarter ended Jun 30, 2026
- Institutions — 1 new · 5 added · 5 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Intuitive Surgical, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q3Released Oct 20, 2026Revenue +21.7% YoY · EPS $1.49Released after the close: Oct 20 close → Oct 21 close, the stock moved -2.3% · over the same window, market +0.5% · sector -0.8%
- 26Q2Released Jul 16, 2026Revenue +18.5% YoY · EPS $2.29Released after the close: Jul 16 close → Jul 17 close, the stock moved -14.1% · over the same window, market -1.0% · sector -0.8%
- 26Q1Released Apr 21, 2026Revenue +23.0% YoY · EPS $2.28Released after the close: Apr 21 close → Apr 22 close, the stock moved +7.2% · over the same window, market +1.0% · sector +0.1%
- 25Q4Released Jan 22, 2026Revenue +18.8% YoY · EPS $2.20Released after the close: Jan 22 close → Jan 23 close, the stock moved -0.3% · over the same window, market +0.0% · sector -0.5%
The next earnings release is estimated around Jan 21, 2027 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Intuitive Surgical, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 12 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Intuitive Surgical, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co0.91% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)0.19% of portfolio · held as of 2019 Q1 or earlier
- ARK Invest0.18% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.01% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.03% of portfolio · since 2020 Q3
- Capital World Investors0.36% of portfolio · held as of 2020 Q3 or earlier
- Point72 Asset Management0.07% of portfolio · since 2022 Q4
- Coatue Management0.65% of portfolio · since 2023 Q3
- Sands Capital Management1.85% of portfolio · since 2025 Q1
- Temasek Holdings (Singapore)0.46% of portfolio · since 2025 Q4
- Tudor Investment Corp0.03% of portfolio · since 2026 Q1
- GQG PartnersNew this quarter0.58% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
The exclusive supplier of the da Vinci robotic-surgery system. It has a high share of recurring revenue (consumables/service).
What is the Biotech & Health sector?
Pharma, biotech, and medical devices. Driven by trial-result events.
Intuitive Surgical, Inc. is classified under the Biotech & Health sector. See peers below.
Intuitive Surgical, Inc. key financials
Based on SEC filings · as of Sep 30, 2026
Tap a metric name to see its meaning in the glossary.
Intuitive Surgical, Inc. vs Biotech & Health sector benchmark
Median of 38 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ISRG revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $2.9B, +18.5% YoY.
The largest segment is Geographic Distribution Domestic, 66.8% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Geographic Distribution Domestic segment (about 67% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ISRG segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding Intuitive Surgical, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
ISRG on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Biotech & Health average
Peers · Biotech & Health
ISRG FAQ
What is Intuitive Surgical, Inc. (ISRG)?
The exclusive supplier of the da Vinci robotic-surgery system. It has a high share of recurring revenue (consumables/service).
What sector is Intuitive Surgical, Inc. in?
Intuitive Surgical, Inc. is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.
What are Intuitive Surgical, Inc.'s key financials?
As of Sep 30, 2026 in SEC filings: Revenue growth (YoY) 20.5%, Operating margin 19.4%, Net margin 25.5%, ROE 16.0%. Definitions and interpretation are available on Stocklore.
What are Intuitive Surgical, Inc.'s main revenue segments?
The largest segment is Geographic Distribution Domestic, about 66.8% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Intuitive Surgical, Inc. (ISRG) stock?
On Stocklore you can see ISRG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.