Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q4 2021
Institutional positions in Intuitive Surgical Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,534
- +182 vs. Q3 2021
- Shares held
- 301.4M
- −18.9M (−5.9%) vs. Q3 2021Converted for a 3-for-1 split
- Total value
- $108.0B
- +$9.42B (+9.6%) vs. Q3 2021
- New holders
- 258
- 560 more added
- Sold out
- 76
- 412 more reduced
23 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Waycross Partners, LLC | 6,260 | $2.25M | 1.29% | +1,400+28.8% | AddedConverted for a 3-for-1 split |
| HawsGoodwin Investment Management LLC | 6,266 | $2.25M | 0.66% | +89+1.4% | AddedConverted for a 3-for-1 split |
| NZS Capital, LLC | 6,300 | $2.26M | 0.20% | −1,611−20.4% | ReducedConverted for a 3-for-1 split |
| Independent Financial Group, LLC | 6,313 | $2.27M | 0.19% | +664+11.8% | AddedConverted for a 3-for-1 split |
| Strategic Advisors LLC | 6,429 | $2.31M | 0.33% | +6,429 | New |
| La Financiere de L'Echiquier | 6,462 | $2.32M | 0.08% | −2,010−23.7% | ReducedConverted for a 3-for-1 split |
| AE Wealth Management LLC | 6,498 | $2.33M | 0.02% | −339−5.0% | ReducedConverted for a 3-for-1 split |
| Dakota Wealth Management | 6,614 | $2.38M | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Reynders McVeigh Capital Management, LLC | 6,654 | $2.39M | 0.14% | −318−4.6% | ReducedConverted for a 3-for-1 split |
| Verition Fund Management LLC | 6,702 | $2.41M | 0.03% | +6,702 | New |
| Meiji Yasuda Life Insurance Co | 6,766 | $2.43M | 0.04% | +397+6.2% | AddedConverted for a 3-for-1 split |
| Geneos Wealth Management Inc. | 6,801 | $2.44M | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Schechter Investment Advisors, LLC | 6,803 | $2.44M | 0.22% | +6,803 | New |
| PKO Investment Management Joint-Stock Co | 6,815 | $2.45M | 0.28% | +6,815 | New |
| American National Registered Investment Advisor, Inc. | 6,815 | $2.45M | 0.81% | 00.0% | UnchangedConverted for a 3-for-1 split |
| O'Shaughnessy Asset Management, LLC | 6,824 | $2.45M | 0.04% | −421−5.8% | ReducedConverted for a 3-for-1 split |
| Front Row Advisors LLC | 6,858 | $2.46M | 0.92% | +249+3.8% | AddedConverted for a 3-for-1 split |
| Summit Place Financial Advisors, LLC | 6,912 | $2.48M | 1.72% | −264−3.7% | ReducedConverted for a 3-for-1 split |
| Townsend & Associates, Inc | 8,087 | $2.49M | 1.36% | −16,177−66.7% | ReducedConverted for a 3-for-1 split |
| Gotham Asset Management, LLC | 6,951 | $2.50M | 0.08% | −1,356−16.3% | ReducedConverted for a 3-for-1 split |
| Brewin Dolphin Ltd | 6,979 | $2.51M | 0.11% | +1,873+36.7% | AddedConverted for a 3-for-1 split |
| RMB Capital Management, LLC | 6,987 | $2.51M | 0.08% | −1,971−22.0% | ReducedConverted for a 3-for-1 split |
| Scott & Selber, Inc. | 7,040 | $2.53M | 0.90% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Illinois Municipal Retirement Fund | 7,058 | $2.54M | 0.07% | +1,322+23.0% | AddedConverted for a 3-for-1 split |
| Azzad Asset Management Inc | 7,086 | $2.55M | 0.34% | −45−0.6% | ReducedConverted for a 3-for-1 split |
| Canal Capital Management, LLC | 7,101 | $2.55M | 0.62% | +132+1.9% | AddedConverted for a 3-for-1 split |
| EP Wealth Advisors, LLC | 7,128 | $2.56M | 0.06% | −87−1.2% | ReducedConverted for a 3-for-1 split |
| Andrew Hill Investment Advisors, Inc. | 7,130 | $2.56M | 2.39% | +7,130 | New |
| Icon Wealth Partners, LLC | 7,137 | $2.56M | 0.26% | +219+3.2% | AddedConverted for a 3-for-1 split |
| Terra Nova Asset Management LLC | 7,151 | $2.57M | 1.92% | −100−1.4% | ReducedConverted for a 3-for-1 split |
| WealthPLAN Partners, LLC | 9,054 | $2.57M | 0.17% | −16,173−64.1% | ReducedConverted for a 3-for-1 split |
| National Bank of Canada | 7,313 | $2.63M | 0.01% | +7,313 | New |
| Dowling & Yahnke LLC | 7,317 | $2.63M | 0.13% | +816+12.6% | AddedConverted for a 3-for-1 split |
| Sepio Capital, LP | 7,348 | $2.64M | 0.20% | +109+1.5% | AddedConverted for a 3-for-1 split |
| Paloma Partners Management Co | 7,365 | $2.65M | 0.08% | +4,539+160.6% | AddedConverted for a 3-for-1 split |
| Snowden Capital Advisors LLC | 7,382 | $2.65M | 0.14% | −3,661−33.2% | ReducedConverted for a 3-for-1 split |
| Pinpoint Asset Management Ltd | 7,500 | $2.69M | 2.48% | −15,000−66.7% | ReducedConverted for a 3-for-1 split |
| WESPAC Advisors SoCal, LLC | 9,425 | $2.70M | 0.83% | −18,907−66.7% | ReducedConverted for a 3-for-1 split |
| Veriti Management LLC | 7,567 | $2.72M | 0.35% | +157+2.1% | AddedConverted for a 3-for-1 split |
| Cornerstone Capital, Inc. | 7,638 | $2.74M | 0.29% | +1,650+27.6% | AddedConverted for a 3-for-1 split |
| First Foundation Advisors | 7,660 | $2.75M | 0.09% | +220+3.0% | AddedConverted for a 3-for-1 split |
| National Asset Management, Inc. | 7,690 | $2.76M | 0.08% | +1,795+30.4% | AddedConverted for a 3-for-1 split |
| Virtue Capital Management, LLC | 7,752 | $2.79M | 0.41% | +1,767+29.5% | AddedConverted for a 3-for-1 split |
| Wendell David Associates Inc | 7,800 | $2.80M | 0.28% | −75−1.0% | ReducedConverted for a 3-for-1 split |
| Toroso Investments, LLC | 7,847 | $2.82M | 0.09% | +1,181+17.7% | AddedConverted for a 3-for-1 split |
| Herold Advisors, Inc. | 7,950 | $2.86M | 1.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Advisor Partners LLC | 8,017 | $2.88M | 0.17% | +97+1.2% | AddedConverted for a 3-for-1 split |
| Intrust Bank NA | 8,049 | $2.89M | 0.35% | −318−3.8% | ReducedConverted for a 3-for-1 split |
| High Pines Wealth Management, LLC | 8,050 | $2.89M | 2.02% | −278−3.3% | ReducedConverted for a 3-for-1 split |
| Triodos Investment Management BV | 8,100 | $2.91M | 0.38% | −1,500−15.6% | ReducedConverted for a 3-for-1 split |
| Umb Bank N A | 8,098 | $2.91M | 0.04% | +2,968+57.9% | AddedConverted for a 3-for-1 split |
| Cigna Investments Inc | 8,102 | $2.91M | 0.23% | −2,857−26.1% | ReducedConverted for a 3-for-1 split |
| Alps Advisors Inc | 8,155 | $2.93M | 0.03% | +241+3.0% | AddedConverted for a 3-for-1 split |
| Independent Advisor Alliance | 8,215 | $2.95M | 0.15% | +1,090+15.3% | AddedConverted for a 3-for-1 split |
| Centaurus Financial, Inc. | 8,265 | $2.97M | 0.22% | +1,653+25.0% | AddedConverted for a 3-for-1 split |
| Whittier Trust Co of Nevada Inc | 8,289 | $2.98M | 0.11% | +141+1.7% | AddedConverted for a 3-for-1 split |
| Amica Mutual Insurance Co | 8,333 | $2.99M | 0.25% | −1,456−14.9% | ReducedConverted for a 3-for-1 split |
| Next Century Growth Investors LLC | 8,367 | $3.01M | 0.27% | +3,909+87.7% | AddedConverted for a 3-for-1 split |
| Panagora Asset Management Inc | 8,381 | $3.01M | 0.02% | −174,943−95.4% | ReducedConverted for a 3-for-1 split |
| Tudor Investment Corp Et Al | 8,408 | $3.02M | 0.06% | +3,464+70.1% | AddedConverted for a 3-for-1 split |
| Canandaigua National Corp | 8,416 | $3.02M | 0.45% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cohen Klingenstein LLC | 8,460 | $3.04M | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Park Avenue Securities LLC | 8,502 | $3.06M | 0.05% | +2,343+38.0% | AddedConverted for a 3-for-1 split |
| YorkBridge Wealth Partners, LLC | 8,525 | $3.06M | 0.69% | +464+5.8% | AddedConverted for a 3-for-1 split |
| Blue Square Asset Management, LLC | 8,723 | $3.13M | 1.95% | +80+0.9% | AddedConverted for a 3-for-1 split |
| Dock Street Asset Management Inc | 8,723 | $3.13M | 0.52% | +404+4.9% | AddedConverted for a 3-for-1 split |
| Global Retirement Partners, LLC | 8,746 | $3.14M | 2.43% | +277+3.3% | AddedConverted for a 3-for-1 split |
| Whittier Trust Co | 8,754 | $3.15M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sandy Spring Bank | 8,769 | $3.15M | 0.15% | +291+3.4% | AddedConverted for a 3-for-1 split |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,798 | $3.16M | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Baker Tilly Wealth Management, LLC | 8,925 | $3.21M | 0.34% | +1,347+17.8% | AddedConverted for a 3-for-1 split |
| Redpoint Investment Management Pty Ltd | 8,956 | $3.22M | 0.26% | −128−1.4% | ReducedConverted for a 3-for-1 split |
| Philadelphia Trust Co | 8,983 | $3.23M | 0.23% | −284−3.1% | ReducedConverted for a 3-for-1 split |
| Hills Bank & Trust Co | 9,030 | $3.25M | 0.45% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Arthur M. Cohen & Associates, LLC | 9,036 | $3.25M | 0.60% | +120+1.3% | AddedConverted for a 3-for-1 split |
| Peloton Wealth Strategists | 9,041 | $3.25M | 1.30% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Thoroughbred Financial Services, LLC | 9,040 | $3.25M | 0.68% | +331+3.8% | AddedConverted for a 3-for-1 split |
| Highlander Capital Management, LLC | 9,075 | $3.26M | 1.51% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Trustmark National Bank Trust Department | 9,101 | $3.27M | 0.25% | −3,814−29.5% | ReducedConverted for a 3-for-1 split |
| IMA Wealth, Inc. | 9,145 | $3.29M | 0.73% | −1,172−11.4% | ReducedConverted for a 3-for-1 split |
| Motley Fool Asset Management LLC | 9,249 | $3.32M | 0.21% | +291+3.2% | AddedConverted for a 3-for-1 split |
| Natixis | 9,330 | $3.35M | 0.01% | −36,150−79.5% | ReducedConverted for a 3-for-1 split |
| Roundview Capital LLC | 9,341 | $3.36M | 0.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Marks Group Wealth Management, Inc | 9,528 | $3.38M | 0.41% | +111+1.2% | AddedConverted for a 3-for-1 split |
| Kentucky Retirement Systems Insurance Trust Fund | 9,420 | $3.38M | 0.31% | +213+2.3% | AddedConverted for a 3-for-1 split |
| Kornitzer Capital Management Inc | 9,522 | $3.42M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Veritable, L.P. | 9,565 | $3.44M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Carmignac Gestion | 9,561 | $3.45M | 0.05% | +1,584+19.9% | AddedConverted for a 3-for-1 split |
| Silvant Capital Management LLC | 9,615 | $3.46M | 0.59% | −426−4.2% | ReducedConverted for a 3-for-1 split |
| Mitchell Capital Management Co | 9,640 | $3.46M | 0.70% | −53−0.5% | ReducedConverted for a 3-for-1 split |
| Gamco Investors, Inc. Et Al | 9,730 | $3.50M | 0.03% | +1,309+15.5% | AddedConverted for a 3-for-1 split |
| Acadian Asset Management LLC | 9,761 | $3.50M | 0.01% | −40,702−80.7% | ReducedConverted for a 3-for-1 split |
| LGT Fund Management Co Ltd. | 9,750 | $3.50M | 1.01% | +9,750 | New |
| Oak Asset Management, LLC | 9,752 | $3.50M | 1.34% | −19,804−67.0% | ReducedConverted for a 3-for-1 split |
| Jaffetilchin Investment Partners, LLC | 9,786 | $3.52M | 0.33% | +63+0.6% | AddedConverted for a 3-for-1 split |
| Assetmark, Inc | 9,806 | $3.52M | 0.01% | +9,662+6,709.7% | AddedConverted for a 3-for-1 split |
| Walleye Trading LLC | 9,822 | $3.53M | 0.06% | −3,318−25.3% | ReducedConverted for a 3-for-1 split |
| Eversept Partners, LP | 9,825 | $3.53M | 0.29% | +390+4.1% | AddedConverted for a 3-for-1 split |
| Keebeck Wealth Management, LLC | 9,834 | $3.53M | 0.63% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Madison Wealth Management | 9,897 | $3.56M | 0.71% | +267+2.8% | AddedConverted for a 3-for-1 split |