L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 17 Jan 2024
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 34 listed it in both
Shares listed
59,137,360
combined, among listed positions
Reported value
$20.0bn
combined, at the quarter end

Among the 93 comparable managers: 23 buyers (opened or added shares) and 19 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
T. Rowe Price Associates Inc16,973,266$5.7bn0.77%Added+272,74116 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)7,539,646$2.5bn0.20%Trimmed-184,3165 Nov 2026 (the filing on sec.gov)
AllianceBernstein LP7,299,592$2.5bn0.95%Added+533,36714 Feb 2024 (the filing on sec.gov)
Capital World Investors7,210,635$2.4bn0.43%Trimmed-348,02313 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co4,068,034$1.4bn1.09%Trimmed-26,00126 Jan 2024 (the filing on sec.gov)
Invesco Ltd3,494,116$1.2bn0.28%Trimmed-256,37413 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC1,931,629$652m0.13%Added+90,07214 Feb 2024 (the filing on sec.gov)
Coatue Management LLC1,301,595$439m1.84%Added+516,05414 Feb 2024 (the filing on sec.gov)
Millennium Management LLC1,223,539$413m0.18%Added+327,50514 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP1,114,551$376m0.64%Added+329,47814 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP965,911$326m1.27%Added+292,36614 Feb 2024 (the filing on sec.gov)
Viking Global Investors LP931,484$314m1.15%Added+290,50114 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP705,290$238munder 0.1%Trimmed-392,17212 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd703,962$237m0.14%Added+299,34814 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP671,484$227m0.24%Trimmed-53,39714 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP566,734$191m0.46%Added+301,90814 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP419,035$141m0.79%Trimmed-87,08914 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.401,140$135m0.12%Added+112,84714 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC309,395$104m0.09%Added+77,33714 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC182,738$62m0.12%Added+29,93814 Feb 2024 (the filing on sec.gov)
Woodline Partners LP181,393$61m0.67%Added+96,13914 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP162,800$55m0.13%Trimmed-82,50014 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP152,411$51m0.12%Trimmed-473,18314 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC138,659$47m0.07%Trimmed-94,57113 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP109,000$37m0.23%Added+98,00014 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 →