This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ISRG/capital-change-brief"
Use Arkolith's capital_change_brief for ISRG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $13.9B | 30.1M | ▼−1.4% Reduced · −440K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.6B | 23.1M | ▲New +23.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $7.3B | 15.8M | ▲+0.9% Added · +145K sh | Q1 2026 | |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.8B | 12.5M | ▼−0.3% Reduced · −35K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $3.9B | 8.5M | ▲+2.9% Added · +241K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3B | 7.2M | ▲New +7.2M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $2.8B | 6.1M | ▲+5.5% Added · +318K sh | Q1 2026 | |
| 8 | FMR LLC | $2.5B | 5.5M | ▼−17% Reduced · −1.1M sh | Q1 2026 | |
| 9 | NORGES BANK | $2.9B | 5.0M | ▲+6.7% Added · +316K sh | Q4 2025 | |
| 10 | JPMORGAN CHASE & CO | $2.1B | 4.6M | ▲+13% Added · +513K sh | Q1 2026 | |
| 11 | Fisher Asset Management, LLC | $1.8B | 3.9M | ▲+1.8% Added · +68K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $2.2B | 3.8M | ▲+2.5% Added · +92K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.7B | 3.6M | ▲+3.3% Added · +116K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $1.6B | 3.6M | ▼−9.4% Reduced · −370K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $1.6B | 3.5M | ▼−0.6% Reduced · −22K sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.5B | 3.3M | ▲+13% Added · +378K sh | Q1 2026 | |
| 17 | JENNISON ASSOCIATES LLC | $1.4B | 3.0M | ▼−5.2% Reduced · −168K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2B | 2.6M | ▲+2.7% Added · +69K sh | Q1 2026 | |
| 19 | Nuveen, LLC | $1.2B | 2.6M | ▼−4.0% Reduced · −109K sh | Q1 2026 | |
| 20 | BAILLIE GIFFORD & CO | $1.2B | 2.6M | ▲+0.6% Added · +16K sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $1.1B | 2.5M | ▲+1.1% Added · +28K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $1.1B | 2.5M | ▲+1.4% Added · +33K sh | Q1 2026 | |
| 23 | Amundi | $1.1B | 2.4M | ▲+8.6% Added · +193K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $1.1B | 2.3M | ▼−8.6% Reduced · −220K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $972.5M | 2.1M | ▲+0.3% Added · +6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 10, 2026 | Rosa David J. | Chief Executive Officer (CEO), Director | Option exercise (M) | 2K | $0 |
| Jul 10, 2026 | Rosa David J. | Chief Executive Officer (CEO), Director | Tax withholding (F) | 947 | $390K |
| Jul 10, 2026 | Rosa David J. | Chief Executive Officer (CEO), Director | Option exercise (M) | 2K | $0 |
| Jun 12, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sell (S) | 25 | $10K |
| Jun 11, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sell (S) | 23 | $9K |
| Jun 10, 2026 | Rosa David J. | Chief Executive Officer (CEO), Director | Option exercise (M) | 1K | $0 |
| Jun 10, 2026 | Rosa David J. | Chief Executive Officer (CEO), Director | Tax withholding (F) | 674 | $288K |
| Jun 10, 2026 | Rosa David J. | Chief Executive Officer (CEO), Director | Option exercise (M) | 1K | $0 |
| Jun 10, 2026 | LOEB GARY | EVP & Chief Legal and Complian | Sell (S) | 400 | $170K |
| Jun 10, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sell (S) | 23 | $10K |
| Jun 9, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sell (S) | 23 | $10K |
| Jun 8, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sell (S) | 23 | $10K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 602 funds | $267.3B |
| NVIDIA CORPNVDA | 600 funds | $475.7B |
| MICROSOFT CORPMSFT | 600 funds | $341.8B |
| APPLE INCAAPL | 592 funds | $355.3B |
| ALPHABET INC-CL AGOOGL | 592 funds | $227.3B |
| META PLATFORMS INC-CLASS AMETA | 591 funds | $150.4B |
| ELI LILLY & COLLY | 585 funds | $96.7B |
| BROADCOM INCAVGO | 583 funds | $185.9B |
| VISA INC-CLASS A SHARESV | 575 funds | $77.5B |
| JPMORGAN CHASE & COJPM | 574 funds | $87.2B |
| ALPHABET INC-CL CGOOG | 572 funds | $151.7B |
| MASTERCARD INC - AMA | 570 funds | $69.3B |
Ranked by how many of ISRG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ISRG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.