L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 18 Apr 2024
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 29 listed it in both
Shares listed
59,191,064
combined, among listed positions
Reported value
$23.6bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 22 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
T. Rowe Price Associates Inc16,530,249$6.6bn0.81%Trimmed-443,01715 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)9,064,367$3.6bn0.24%Added+1,524,7215 Nov 2026 (the filing on sec.gov)
Capital World Investors7,284,269$2.9bn0.48%Added+73,63414 May 2024 (the filing on sec.gov)
AllianceBernstein LP6,603,732$2.6bn0.93%Trimmed-695,86014 May 2024 (the filing on sec.gov)
Baillie Gifford & Co3,878,506$1.5bn1.20%Trimmed-189,5281 May 2024 (the filing on sec.gov)
Invesco Ltd3,801,059$1.5bn0.33%Added+306,94314 May 2024 (the filing on sec.gov)
Wellington Management Group LLP1,584,511$632m0.11%Added+879,22115 May 2024 (the filing on sec.gov)
Citadel Advisors LLC1,466,018$585m0.11%Trimmed-465,61115 May 2024 (the filing on sec.gov)
Coatue Management LLC1,277,580$510m2.00%Trimmed-24,01515 May 2024 (the filing on sec.gov)
Millennium Management LLC964,478$385m0.16%Trimmed-259,06115 May 2024 (the filing on sec.gov)
Capital Research Global Investors938,109$374m0.08%Newnew14 May 2024 (the filing on sec.gov)
Holocene Advisors LP850,200$339m1.25%Trimmed-115,71115 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd781,069$312m0.17%Added+77,10715 May 2024 (the filing on sec.gov)
Viking Global Investors LP771,837$308m1.15%Trimmed-159,64715 May 2024 (the filing on sec.gov)
Marshall Wace LLP654,140$261m0.40%Trimmed-460,41115 May 2024 (the filing on sec.gov)
Point72 Asset Management LP522,876$209m0.51%Trimmed-43,85815 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC454,715$181m0.15%Added+145,32014 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP413,139$165m0.15%Trimmed-258,34515 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.407,083$162m0.14%Added+5,94315 May 2024 (the filing on sec.gov)
Bridgewater Associates LP218,536$87m0.44%Trimmed-200,49914 May 2024 (the filing on sec.gov)
Woodline Partners LP156,714$63m0.58%Trimmed-24,67915 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC129,104$52m0.09%Trimmed-53,63413 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP90,404$36m0.28%Added+72,68214 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC87,876$35m0.13%Newnew15 May 2024 (the filing on sec.gov)
Artisan Partners LP74,227$30munder 0.1%Added+10,37613 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 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.

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 →