Whale Analyzer
Top public holders · 13F and disclosure aggregation

ISRG Institutional Holders and 13F Ownership

Compare 8 tracked holders of ISRG, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Baillie Gifford is the largest reported holder at $1.00B; the top five funds control 95.1% of reported ownership; institutions were net selling last quarter (2 increased, 6 reduced); the stock trades above the aggregate whale cost basis of $185.72. Top tracked holders include Baillie Gifford, Edgewood Management, Philippe Laffont, and Dan Sundheim.

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NMS · latest quote
$369.15
+$8.69 (+2.4%)
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8Tracked holders
$2.25BAggregate reported value
2026-09-10Latest tracked update
6 reduced, 1 increased, 1 newRecent changes

Top holders

InvestorReported valueSharesChangeReport date
Baillie Gifford 13F portfolio
Baillie Gifford & Co holdings
$1.00B2.5MReduced2026-06-30
Edgewood Management 13F portfolio
Edgewood Management LLC holdings
$414.8M1.0MReduced2026-06-30
Philippe Laffont 13F portfolio
Coatue Management holdings
$315.6M793.7KReduced2026-06-30
Dan Sundheim 13F portfolio
D1 Capital Partners holdings
$228.3M574.2KNew2026-06-30
Polen Capital 13F portfolio
Polen Capital Management holdings
$178.1M447.9KReduced2026-06-30
Samuel Isaly 13F portfolio
OrbiMed Advisors holdings
$62.8M157.9KReduced2026-06-30
Cathie Wood 13F portfolio
ARK Investment Management holdings
$28.0M70.4KIncreased2026-06-30
Joseph Edelman 13F portfolio
Perceptive Advisors holdings
$20.6M51.9KReduced2026-06-30

Ownership concentration

Reported ownership of ISRG is highly concentrated across tracked institutions.

Whale activity this quarter

Across 8 tracked institutions, 6 reduced, 2 increased. Net positioning is net selling.

Whale cost basis vs current price

The aggregate tracked cost basis is $185.72 versus a current price of $369.15, so ISRG trades above its cost basis (+98.8%). Average unrealized P&L across tracked holders: 394%.

Sector positioning — Health Care

ISRG sits within the Health Care sector alongside 221 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live ISRG dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

Related stock holder pages

Learn more in Whale Analyzer Academy

Deepen your read on ISRG with these Whale Analyzer Academy guides:

Frequently asked questions

Who owns ISRG stock?

Whale Analyzer tracks 8 public institutional holders of ISRG with a combined reported value of $2.25B. See the holder table above for the largest tracked positions.

Which top funds are buying ISRG?

Tracked institutions were net selling last quarter — 6 reduced, 2 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is ISRG ownership?

The top five tracked holders report 95.1% of aggregate ownership.

Is ISRG above or below the whale cost basis?

The aggregate tracked cost basis is $185.72 versus a current price of $369.15 (+98.8%).

What does 13F ownership mean for ISRG?

These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive ISRG dashboard to explore them, or read our 13F Alpha Signals Guide.