L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
46
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 39 listed it in both
Shares listed
62,247,603
combined, among listed positions
Reported value
$29.1bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 26 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -156,170.

Managers listing ISRG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

46 of 46 holders

ActionFiling
T. Rowe Price Associates Inc12,520,007$5.8bn0.67%Trimmed-34,75615 May 2026 (the filing on sec.gov)
Invesco Ltd11,190,485$5.2bn0.50%Trimmed-902,43712 May 2026 (the filing on sec.gov)
Capital World Investors8,048,010$3.7bn0.51%Added+191,99213 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)5,477,234$2.5bn0.13%Trimmed-1,100,28315 May 2026 (the filing on sec.gov)
AllianceBernstein LP3,812,663$2.2bn0.70%Added+92,13415 May 2026 (the filing on sec.gov)
Wellington Management Group LLP3,959,290$1.8bn0.34%Added+513,41015 May 2026 (the filing on sec.gov)
Baillie Gifford & Co2,567,565$1.2bn1.21%Added+16,2088 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP2,105,544$971m0.53%Added+1,027,47514 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,643,060$757m0.36%Added+58,58718 May 2026 (the filing on sec.gov)
Two Sigma Investments LP1,405,334$648m0.52%Added+945,45515 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,356,011$625m0.10%Added+315,44415 May 2026 (the filing on sec.gov)
Holocene Advisors LP1,040,185$480m1.16%Added+880,74515 May 2026 (the filing on sec.gov)
Capital Research Global Investors966,639$446m0.07%Trimmed-197,09813 May 2026 (the filing on sec.gov)
Millennium Management LLC910,292$420m0.17%Trimmed-576,66115 May 2026 (the filing on sec.gov)
Coatue Management LLC855,225$394m1.36%Added+47,99115 May 2026 (the filing on sec.gov)
Point72 Asset Management LP635,309$293m0.38%Added+52,49015 May 2026 (the filing on sec.gov)
Polen Capital Management LLC606,826$280m1.94%Trimmed-235,79214 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.576,508$266m0.16%Trimmed-729,61315 May 2026 (the filing on sec.gov)
Marshall Wace LLP319,997$148m0.15%Added+40,46715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC258,884$118m0.05%Added+139,12415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC238,254$110m0.13%Added+32,76415 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP236,782$109m0.77%Added+181,59415 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC212,926$98m0.07%Trimmed-140,28227 Oct 2026 (the filing on sec.gov)
Renaissance Technologies LLC139,402$64m0.10%Trimmed-13,42814 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC128,739$59m0.08%Trimmed-345,80815 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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.

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 →