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.
Continue to the live ISRG dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Baillie Gifford 13F portfolio Baillie Gifford & Co holdings | $1.00B | 2.5M | Reduced | 2026-06-30 |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $414.8M | 1.0M | Reduced | 2026-06-30 |
| Philippe Laffont 13F portfolio Coatue Management holdings | $315.6M | 793.7K | Reduced | 2026-06-30 |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $228.3M | 574.2K | New | 2026-06-30 |
| Polen Capital 13F portfolio Polen Capital Management holdings | $178.1M | 447.9K | Reduced | 2026-06-30 |
| Samuel Isaly 13F portfolio OrbiMed Advisors holdings | $62.8M | 157.9K | Reduced | 2026-06-30 |
| Cathie Wood 13F portfolio ARK Investment Management holdings | $28.0M | 70.4K | Increased | 2026-06-30 |
| Joseph Edelman 13F portfolio Perceptive Advisors holdings | $20.6M | 51.9K | Reduced | 2026-06-30 |
Ownership concentration
Reported ownership of ISRG is highly concentrated across tracked institutions.
- Single largest holder: 44.6% of reported ownership
- Top 5 holders: 95.1%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 8 tracked institutions, 6 reduced, 2 increased. Net positioning is net selling.
- Baillie Gifford — Baillie Gifford & Co ($1.00B) (▼ 1.7% qoq shares) · avg cost $18.85
- Edgewood Management — Edgewood Management LLC ($414.8M) (▼ 33.0% qoq shares)
- Philippe Laffont — Coatue Management ($315.6M) (▼ 7.2% qoq shares) · avg cost $101.99
- Dan Sundheim — D1 Capital Partners ($228.3M) · avg cost $337.01
- Polen Capital — Polen Capital Management ($178.1M) (▼ 26.2% qoq shares) · avg cost $1075.36
- Samuel Isaly — OrbiMed Advisors ($62.8M) (▼ 24.3% qoq shares)
- Cathie Wood — ARK Investment Management ($28.0M) (▲ 2.0% qoq shares) · avg cost $294.41
- Joseph Edelman — Perceptive Advisors ($20.6M) (▼ 39.3% qoq shares) · avg cost $83.68
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.
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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.