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ISRG · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ISRGVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ISRG
  • VRTX
0204060202120222023202420252026
Holders and value by quarter
QuarterISRGVRTX
Q3 202020 holders, $19.6bn31 holders, $21.9bn
Q4 202019 holders, $21.4bn30 holders, $18.4bn
Q1 202126 holders, $18.3bn31 holders, $15.4bn
Q2 202133 holders, $23.2bn30 holders, $12.7bn
Q3 202131 holders, $23.9bn35 holders, $10.1bn
Q4 202134 holders, $26.0bn28 holders, $12.4bn
Q1 202227 holders, $21.0bn23 holders, $16.1bn
Q2 202235 holders, $13.0bn25 holders, $18.1bn
Q3 202232 holders, $11.1bn22 holders, $18.4bn
Q4 202226 holders, $15.6bn28 holders, $18.4bn
Q1 202332 holders, $14.4bn26 holders, $21.4bn
Q2 202333 holders, $20.2bn27 holders, $24.7bn
Q3 202340 holders, $17.0bn33 holders, $24.3bn
Q4 202338 holders, $20.0bn32 holders, $28.6bn
Q1 202432 holders, $23.6bn31 holders, $29.8bn
Q2 202429 holders, $27.0bn29 holders, $33.4bn
Q3 202431 holders, $28.4bn27 holders, $33.5bn
Q4 202434 holders, $30.3bn26 holders, $28.5bn
Q1 202542 holders, $28.7bn21 holders, $35.4bn
Q2 202539 holders, $30.6bn21 holders, $32.3bn
Q3 202541 holders, $23.6bn22 holders, $25.9bn
Q4 202541 holders, $35.8bn26 holders, $31.8bn
Q1 202640 holders, $29.0bn25 holders, $31.8bn
Q2 202635 holders, $24.5bn26 holders, $34.6bn
ISRG

Intuitive Surgical Inc

Holders
40
Reported value
$29.0bn
Buyers
26
Sellers
19

Breadth +7 among 91 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
VRTX

Vertex Pharmaceuticals Inc

Holders
25
Reported value
$31.8bn
Buyers
17
Sellers
21

Breadth -4 among 91 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q1 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ISRG (18)

AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC

Only VRTX (3)

Caxton Associates LLP, MFS Investment Management, Walleye Capital LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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