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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 100 | $36.0K | 0.01% | −2−2.0% | ReducedConverted for a 3-for-1 split |
| City Holding Co | 126 | $37.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Caption Management, LLC | 100 | $37.0K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 111 | $40.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stephens Consulting, LLC | 112 | $40.2K | 0.03% | +112 | New |
| Disciplina Capital Management LLC | 113 | $40.6K | 0.01% | +113 | New |
| Cribstone Capital Management, LLC | 114 | $41.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rockbridge Investment Management, LCC | 114 | $41.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Command Bank | 42 | $42.0K | 0.01% | −84−66.7% | ReducedConverted for a 3-for-1 split |
| Gradient Investments LLC | 117 | $42.0K | 0.00% | +36+44.4% | AddedConverted for a 3-for-1 split |
| Richwood Investment Advisors, LLC | 117 | $42.0K | 0.04% | +117 | New |
| Regency Capital Management Inc. | 120 | $43.0K | 0.03% | −147−55.1% | ReducedConverted for a 3-for-1 split |
| Raffa Wealth Management, LLC | 120 | $43.1K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Command Financial Services, Inc. | 126 | $45.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MV Capital Management, Inc. | 132 | $47.0K | 0.01% | +42+46.7% | AddedConverted for a 3-for-1 split |
| Rocky Mountain Advisers, LLC | 135 | $49.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kistler-Tiffany Companies, LLC | 135 | $49.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Prestige Wealth Management Group LLC | 136 | $49.0K | 0.01% | +13+10.6% | AddedConverted for a 3-for-1 split |
| Howe & Rusling Inc | 135 | $49.0K | 0.01% | +135 | New |
| Blue Bell Private Wealth Management, LLC | 136 | $49.0K | 0.01% | +136 | New |
| Nkcfo LLC | 137 | $49.0K | 0.02% | +137 | New |
| Logan Capital Management Inc | 138 | $50.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Brewin Dolphin Wealth Management Ltd | 138 | $50.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Signet Financial Management, LLC | 138 | $50.0K | 0.01% | +138 | New |
| JJJ Advisors Inc. | 145 | $52.0K | 0.02% | +31+27.2% | AddedConverted for a 3-for-1 split |
| Quent Capital, LLC | 147 | $53.0K | 0.01% | +147 | New |
| Creative Financial Designs Inc | 150 | $54.0K | 0.01% | −288−65.8% | ReducedConverted for a 3-for-1 split |
| Knuff & Co LLC | 150 | $54.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Financial Avengers, Inc. | 150 | $54.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| City State Bank | 150 | $54.0K | 0.03% | +150 | New |
| RPg Family Wealth Advisory, LLC | 153 | $55.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| GPS Wealth Strategies Group, LLC | 162 | $58.0K | 0.01% | +12+8.0% | AddedConverted for a 3-for-1 split |
| Atwood & Palmer Inc | 168 | $60.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Milestone Resources Group Ltd | 174 | $63.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| PrairieView Partners, LLC | 180 | $65.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Private Capital Group, LLC | 189 | $68.0K | 0.01% | +21+12.5% | AddedConverted for a 3-for-1 split |
| Catalyst Capital Advisors LLC | 198 | $71.0K | 0.00% | −15−7.0% | ReducedConverted for a 3-for-1 split |
| Mark Sheptoff Financial Planning, LLC | 200 | $72.0K | 0.03% | −400−66.7% | ReducedConverted for a 3-for-1 split |
| Ten Capital Wealth Advisors, LLC | 201 | $72.0K | 0.03% | +81+67.5% | AddedConverted for a 3-for-1 split |
| Selective Wealth Management, Inc. | 207 | $74.0K | 0.03% | −150−42.0% | ReducedConverted for a 3-for-1 split |
| Toth Financial Advisory Corp | 210 | $75.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Eagle Bay Advisors LLC | 215 | $77.0K | 0.05% | −88−29.0% | ReducedConverted for a 3-for-1 split |
| Pin Oak Investment Advisors Inc | 216 | $78.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| FAI Wealth Management | 231 | $82.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gemmer Asset Management LLC | 228 | $82.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Itau Unibanco Holding S.A. | 225 | $82.0K | 0.00% | +12+5.6% | AddedConverted for a 3-for-1 split |
| Equitec Proprietary Markets, LLC | 230 | $83.0K | 0.04% | +230 | New |
| North Star Investment Management Corp. | 237 | $85.0K | 0.01% | −18−7.1% | ReducedConverted for a 3-for-1 split |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 240 | $86.0K | 0.04% | −240−50.0% | ReducedConverted for a 3-for-1 split |
| Cambridge Trust Co | 237 | $86.0K | 0.00% | +237 | New |
| Tortoise Investment Management, LLC | 243 | $87.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sandy Cove Advisors, LLC | 241 | $87.0K | 0.07% | +241 | New |
| Sugarloaf Wealth Management, LLC | 244 | $88.0K | 0.02% | +106+76.8% | AddedConverted for a 3-for-1 split |
| Sofos Investments, Inc. | 1,077 | $88.0K | 0.01% | +1,077 | New |
| Capstone Investment Advisors, LLC | 249 | $89.0K | 0.00% | +249 | New |
| Koshinski Asset Management, Inc. | 429 | $89.2K | 0.01% | −348−44.8% | ReducedConverted for a 3-for-1 split |
| Carolinas Wealth Consulting LLC | 253 | $91.0K | 0.02% | +244+2,711.1% | AddedConverted for a 3-for-1 split |
| Rosenberg Matthew Hamilton | 255 | $92.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Center for Financial Planning, Inc. | 261 | $94.0K | 0.02% | +3+1.2% | AddedConverted for a 3-for-1 split |
| Delos Wealth Advisors, LLC | 261 | $94.0K | 0.09% | +51+24.3% | AddedConverted for a 3-for-1 split |
| Glen Eagle Advisors, LLC | 264 | $94.9K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Total Clarity Wealth Management, Inc. | 268 | $96.0K | 0.04% | +7+2.7% | AddedConverted for a 3-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 265 | $96.0K | 0.00% | +124+87.9% | AddedConverted for a 3-for-1 split |
| AGF Investments LLC | 271 | $97.0K | 0.01% | +271 | New |
| Sycomore Asset Management | 269 | $98.0K | 0.02% | +269 | New |
| Allworth Financial LP | 275 | $99.0K | 0.00% | +170+161.9% | AddedConverted for a 3-for-1 split |
| Earnest Partners LLC | 278 | $100.0K | 0.00% | −181−39.4% | ReducedConverted for a 3-for-1 split |
| Carroll Financial Associates, Inc. | 277 | $100.0K | 0.01% | +19+7.4% | AddedConverted for a 3-for-1 split |
| Covestor Ltd | 278 | $100.0K | 0.14% | +278 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 294 | $106.0K | 0.03% | +294 | New |
| Ellis Investment Partners, LLC | 300 | $107.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Portland Hill Asset Management Ltd | 297 | $107.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Deseret Mutual Benefit Administrators | 297 | $107.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Arlington Partners LLC | 300 | $108.0K | 0.03% | +48+19.0% | AddedConverted for a 3-for-1 split |
| Horan Securities, Inc. | 306 | $110.0K | 0.07% | +306 | New |
| Versant Capital Management, Inc | 309 | $111.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sterling Investment Advisors, Ltd. | 318 | $114.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Personal Financial Services | 324 | $116.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Baystate Wealth Management LLC | 327 | $118.0K | 0.01% | +30+10.1% | AddedConverted for a 3-for-1 split |
| Tarbox Family Office, Inc. | 330 | $119.0K | 0.02% | +3+0.9% | AddedConverted for a 3-for-1 split |
| Massmutual Trust Co FSB | 341 | $123.0K | 0.00% | −22−6.1% | ReducedConverted for a 3-for-1 split |
| Pinnacle Bancorp, Inc. | 348 | $125.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Anfield Capital Management, LLC | 355 | $128.0K | 0.04% | +319+886.1% | AddedConverted for a 3-for-1 split |
| EverSource Wealth Advisors, LLC | 357 | $129.0K | 0.04% | +357 | New |
| Brown, Lisle/Cummings, Inc. | 360 | $129.3K | 0.06% | +360 | New |
| Carroll Investors, Inc | 369 | $131.0K | 0.07% | +369 | New |
| Kings Point Capital Management | 368 | $132.0K | 0.01% | +2+0.5% | AddedConverted for a 3-for-1 split |
| Thompson Siegel & Walmsley LLC | 369 | $133.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KB Financial Partners, LLC | 372 | $134.0K | 0.04% | +372 | New |
| West Paces Advisors Inc. | 387 | $139.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Patriot Financial Group Insurance Agency, LLC | 397 | $143.0K | 0.02% | +37+10.3% | AddedConverted for a 3-for-1 split |
| Trustcore Financial Services, LLC | 408 | $147.0K | 0.02% | −900−68.8% | ReducedConverted for a 3-for-1 split |
| Johnson Financial Group, Inc. | 414 | $149.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Farmers & Merchants Investments Inc | 426 | $153.0K | 0.01% | +6+1.4% | AddedConverted for a 3-for-1 split |
| Rowland & Co Investment Counsel | 426 | $153.1K | 0.03% | +426 | New |
| Clearstead Advisors, LLC | 430 | $154.0K | 0.01% | +31+7.8% | AddedConverted for a 3-for-1 split |
| Charter Oak Capital Management, LLC | 435 | $156.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Exane Derivatives | 436 | $156.6K | 0.04% | −335−43.5% | ReducedConverted for a 3-for-1 split |
| Coastal Capital Group, Inc. | 443 | $159.0K | 0.04% | +23+5.5% | AddedConverted for a 3-for-1 split |
| First Manhattan Co | 450 | $161.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |