L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 25 Jul 2024
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 28 listed it in both
Shares listed
60,775,850
combined, among listed positions
Reported value
$27.0bn
combined, at the quarter end

Among the 94 comparable managers: 12 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ISRG in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
T. Rowe Price Associates Inc15,841,490$7.0bn0.84%Trimmed-688,75914 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)10,132,292$4.5bn0.29%Added+1,067,9255 Nov 2026 (the filing on sec.gov)
Capital World Investors7,350,545$3.3bn0.53%Added+66,27613 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP6,799,342$3.0bn1.05%Added+195,61014 Aug 2024 (the filing on sec.gov)
Baillie Gifford & Co3,824,364$1.7bn1.33%Trimmed-54,14225 Jul 2024 (the filing on sec.gov)
Invesco Ltd3,665,787$1.6bn0.34%Trimmed-135,27213 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP3,061,641$1.4bn0.24%Added+1,477,13014 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors2,249,669$1.0bn0.22%Added+1,311,56013 Aug 2024 (the filing on sec.gov)
Millennium Management LLC1,516,708$675m0.31%Added+552,23014 Aug 2024 (the filing on sec.gov)
Citadel Advisors LLC1,423,271$633m0.13%Trimmed-42,74714 Aug 2024 (the filing on sec.gov)
Coatue Management LLC1,027,054$457m1.78%Trimmed-250,52614 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP723,957$322m1.34%Trimmed-126,24314 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd680,212$303m0.16%Trimmed-100,85714 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP571,467$254m0.67%Added+48,59116 Sep 2024 (the filing on sec.gov)
Neuberger Berman Group LLC431,542$192m0.16%Trimmed-23,17314 Nov 2024 (the filing on sec.gov)
Viking Global Investors LP337,893$150m0.58%Trimmed-433,94414 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP264,042$117m0.10%Trimmed-149,09714 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC184,803$82m0.14%Added+55,69914 Aug 2024 (the filing on sec.gov)
Woodline Partners LP177,944$79m0.76%Added+21,23014 Aug 2024 (the filing on sec.gov)
Artisan Partners LP106,174$47m0.07%Added+31,94712 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP103,579$46m0.24%Trimmed-114,95714 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP78,522$35m0.24%Trimmed-11,88213 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP73,927$33munder 0.1%Trimmed-580,21314 Aug 2024 (the filing on sec.gov)
Man Group PLC55,235$25m0.06%Trimmed-11,01114 Aug 2024 (the filing on sec.gov)
ARK Investment Management LLC33,280$15m0.13%Trimmed-3,70526 Jul 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
31 in Q3 2024 to 35 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ISRG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201315$6.0bnn.a.n.a.
Q3 201317$3.3bnn.a.n.a.
Q4 201315$3.4bnn.a.n.a.
Q1 201415$4.2bnn.a.n.a.
Q2 201413$3.8bnn.a.n.a.
Q3 201416$4.8bnn.a.n.a.
Q4 201415$5.6bnn.a.n.a.
Q1 201514$5.4bnn.a.n.a.
Q2 201515$5.7bnn.a.n.a.
Q3 201522$5.5bnn.a.n.a.
Q4 201518$7.0bnn.a.n.a.
Q1 201619$7.8bnn.a.n.a.
Q2 201618$8.1bnn.a.n.a.
Q3 201621$8.8bnn.a.n.a.
Q4 201622$7.3bnn.a.n.a.
Q1 201720$9.2bnn.a.n.a.
Q2 201719$11.5bnn.a.n.a.
Q3 201723$12.8bnn.a.n.a.
Q4 201722$11.6bnn.a.n.a.
Q1 201827$12.7bnn.a.n.a.
Q2 201828$14.8bnn.a.n.a.
Q3 201823$16.7bnn.a.n.a.
Q4 201825$13.7bnn.a.n.a.
Q1 201921$16.7bnn.a.n.a.
Q2 201914$15.3bnn.a.n.a.
Q3 201917$15.7bnn.a.n.a.
Q4 201922$16.9bnn.a.n.a.
Q1 202018$14.6bnn.a.n.a.
Q2 202016$16.5bnn.a.n.a.
Q3 202020$19.6bnn.a.n.a.
Q4 202019$21.4bnn.a.n.a.
Q1 202126$18.3bnn.a.n.a.
Q2 202133$23.2bnn.a.n.a.
Q3 202131$23.9bnn.a.n.a.
Q4 202134$26.0bnn.a.n.a.
Q1 202227$21.0bnn.a.n.a.
Q2 202235$13.0bnn.a.n.a.
Q3 202232$11.1bnn.a.n.a.
Q4 202226$15.6bnn.a.n.a.
Q1 202332$14.4bnn.a.n.a.
Q2 202333$20.2bnn.a.n.a.
Q3 202340$17.0bnn.a.n.a.
Q4 202338$20.0bn2319
Q1 202432$23.6bn1322
Q2 202429$27.0bn1218
Q3 202431$28.4bn1913
Q4 202434$30.3bn1518
Q1 202542$28.7bn2814
Q2 202539$30.6bn1920
Q3 202541$23.6bn2516
Q4 202541$35.8bn2323
Q1 202640$29.0bn2619
Q2 202635$24.5bn2423

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ISRG and LLY →ISRG and JNJ →ISRG and VRTX →Choose a stock to compare with ISRG →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ISRG, latest filings →Back to the 13F Explorer →