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 |
|---|---|---|---|---|---|
| Covington Capital Management | 453 | $163.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BerganKDV Wealth Management, LLC | 456 | $164.0K | 0.02% | −300−39.7% | ReducedConverted for a 3-for-1 split |
| Blume Capital Management, Inc. | 459 | $165.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seldon Capital LP | 462 | $166.0K | 0.11% | +462 | New |
| S.A. Mason LLC | 465 | $167.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Reilly Financial Advisors, LLC | 480 | $172.0K | 0.01% | +12+2.6% | AddedConverted for a 3-for-1 split |
| Concord Wealth Partners | 481 | $173.0K | 0.04% | +292+154.5% | AddedConverted for a 3-for-1 split |
| Parkside Financial Bank & Trust | 492 | $177.0K | 0.04% | +24+5.1% | AddedConverted for a 3-for-1 split |
| Glassman Wealth Services | 495 | $178.0K | 0.03% | +123+33.1% | AddedConverted for a 3-for-1 split |
| Confluence Wealth Services, Inc. | 498 | $178.0K | 0.06% | +498 | New |
| Plante Moran Financial Advisors, LLC | 504 | $181.0K | 0.03% | −66−11.6% | ReducedConverted for a 3-for-1 split |
| NEXT Financial Group, Inc | 515 | $185.0K | 0.01% | −73−12.4% | ReducedConverted for a 3-for-1 split |
| Credential Qtrade Securities Inc. | 515 | $185.0K | 0.01% | +515 | New |
| Byrne Asset Management LLC | 551 | $198.0K | 0.13% | +551 | New |
| EPG Wealth Management LLC | 558 | $200.0K | 0.07% | +558 | New |
| Stevens Capital Management LP | 559 | $201.0K | 0.05% | +559 | New |
| Conestoga Capital Advisors, LLC | 560 | $201.0K | 0.00% | +560 | New |
| Trillium Asset Management, LLC | 561 | $202.0K | 0.00% | +561 | New |
| Strategic Financial Services, Inc, | 564 | $203.0K | 0.02% | +564 | New |
| Aspiriant, LLC | 567 | $203.0K | 0.01% | +567 | New |
| Iron Financial, LLC | 567 | $204.0K | 0.09% | +567 | New |
| Index Fund Advisors, Inc. | 573 | $206.0K | 0.01% | +573 | New |
| Chicago Capital, LLC | 576 | $207.0K | 0.01% | +576 | New |
| Burton Enright Welch | 577 | $207.3K | 0.14% | +577 | New |
| Insight Advisors, LLC | 581 | $209.0K | 0.06% | −1,156−66.6% | ReducedConverted for a 3-for-1 split |
| Ifrah Financial Services, Inc. | 583 | $209.0K | 0.06% | +583 | New |
| Rice Partnership, LLC | 585 | $210.0K | 0.06% | +585 | New |
| Qtron Investments LLC | 585 | $210.0K | 0.05% | +585 | New |
| Tru Independence Asset Management 2, LLC | 585 | $210.0K | 0.11% | +585 | New |
| Tyler-Stone Wealth Management | 585 | $210.0K | 0.11% | +585 | New |
| Corundum Group, Inc. | 586 | $211.0K | 0.14% | +586 | New |
| Monticello Wealth Management, LLC | 597 | $214.0K | 0.02% | +597 | New |
| V2 Financial group LLC | 600 | $215.6K | 0.17% | +600 | New |
| Washington Trust Co | 601 | $216.0K | 0.01% | −15,356−96.2% | ReducedConverted for a 3-for-1 split |
| Capital Investment Counsel, Inc | 600 | $216.0K | 0.04% | −1,200−66.7% | ReducedConverted for a 3-for-1 split |
| Full Sail Capital, LLC | 819 | $216.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Goodwin Daniel L | 600 | $216.0K | 0.09% | +600 | New |
| Punch & Associates Investment Management, Inc. | 600 | $216.0K | 0.01% | +600 | New |
| Arnhold LLC | 600 | $216.0K | 0.02% | +600 | New |
| Warren Averett Asset Management, LLC | 765 | $217.0K | 0.02% | −1,332−63.5% | ReducedConverted for a 3-for-1 split |
| GM Advisory Group, Inc. | 603 | $217.0K | 0.02% | +603 | New |
| Smithfield Trust Co | 615 | $219.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vicus Capital | 874 | $219.0K | 0.02% | +874 | New |
| Opal Wealth Advisors, LLC | 610 | $219.0K | 0.14% | +610 | New |
| Spinnaker Investment Group, LLC | 745 | $219.0K | 0.08% | +745 | New |
| Trust Co | 612 | $220.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Meadow Creek Wealth Advisors LLC | 614 | $221.0K | 0.21% | +614 | New |
| Highland Private Wealth Management | 617 | $222.0K | 0.03% | +617 | New |
| Laffer Tengler Investments | 618 | $222.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Freedman Financial Associates, Inc. | 620 | $223.0K | 0.15% | −100−13.9% | ReducedConverted for a 3-for-1 split |
| All Season Financial Advisors, Inc. | 620 | $223.0K | 0.16% | +620 | New |
| Lenox Wealth Advisors, LLC | 624 | $224.0K | 0.03% | +24+4.0% | AddedConverted for a 3-for-1 split |
| UMA Financial Services, Inc. | 695 | $225.0K | 0.06% | −1,390−66.7% | ReducedConverted for a 3-for-1 split |
| AdvisorNet Financial, Inc | 626 | $225.0K | 0.01% | +416+198.1% | AddedConverted for a 3-for-1 split |
| Mitchell McLeod Pugh & Williams Inc | 629 | $226.0K | 0.07% | +629 | New |
| Ascent Group, LLC | 839 | $226.0K | 0.03% | +839 | New |
| Roberts Glore & Co Inc | 636 | $229.0K | 0.06% | +636 | New |
| Traverso Chambers Private Wealth Management, LLC | 639 | $230.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Balasa Dinverno & Foltz LLC | 644 | $231.0K | 0.01% | +8+1.3% | AddedConverted for a 3-for-1 split |
| Spectrum Management Group, LLC | 645 | $232.0K | 0.03% | −276−30.0% | ReducedConverted for a 3-for-1 split |
| Oarsman Capital, Inc. | 646 | $232.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Redhawk Wealth Advisors, Inc. | 645 | $232.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TD Private Client Wealth LLC | 647 | $232.5K | 0.01% | −37−5.4% | ReducedConverted for a 3-for-1 split |
| BLB&B Advisors, LLC | 648 | $233.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Latitude Advisors, LLC | 648 | $233.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Successful Portfolios LLC | 653 | $235.0K | 0.13% | −19−2.8% | ReducedConverted for a 3-for-1 split |
| Mokosak Advisory Group, LLC | 654 | $235.0K | 0.09% | +30+4.8% | AddedConverted for a 3-for-1 split |
| Capital Market Strategies LLC | 654 | $235.0K | 0.19% | +654 | New |
| FirstPurpose Wealth LLC | 654 | $235.0K | 0.15% | +654 | New |
| MONECO Advisors, LLC | 828 | $236.0K | 0.09% | −48−5.5% | ReducedConverted for a 3-for-1 split |
| Procyon Private Wealth Partners, LLC | 658 | $236.0K | 0.05% | +658 | New |
| Platform Technology Partners | 658 | $236.0K | 0.10% | +658 | New |
| Essex Private Wealth Management, LLC | 660 | $237.0K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Reuter James Wealth Management, LLC | 661 | $237.0K | 0.09% | +661 | New |
| IFG Advisory, LLC | 671 | $241.0K | 0.02% | −73−9.8% | ReducedConverted for a 3-for-1 split |
| Laird Norton Trust Company, LLC | 671 | $241.0K | 0.02% | −22−3.2% | ReducedConverted for a 3-for-1 split |
| Tradition Wealth Management, LLC | 672 | $241.0K | 0.03% | +30+4.7% | AddedConverted for a 3-for-1 split |
| Kowal Investment Group, LLC | 673 | $242.0K | 0.07% | +232+52.6% | AddedConverted for a 3-for-1 split |
| Gladstone Institutional Advisory LLC | 676 | $243.0K | 0.02% | −3,833−85.0% | ReducedConverted for a 3-for-1 split |
| Sustainable Insight Capital Management, LLC | 676 | $243.0K | 0.13% | −50−6.9% | ReducedConverted for a 3-for-1 split |
| Penobscot Investment Management Company, Inc. | 675 | $243.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Heritage Way Advisors, LLC | 675 | $243.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Five Oceans Advisors | 676 | $243.0K | 0.21% | +13+2.0% | AddedConverted for a 3-for-1 split |
| Vestor Capital, LLC | 675 | $243.0K | 0.02% | +165+32.4% | AddedConverted for a 3-for-1 split |
| Viewpoint Capital Management LLC | 675 | $243.0K | 0.18% | +675 | New |
| Hemenway Trust Co LLC | 678 | $244.0K | 0.02% | +24+3.7% | AddedConverted for a 3-for-1 split |
| Bremer Bank National Association | 684 | $245.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Intersect Capital LLC | 684 | $246.0K | 0.05% | −45−6.2% | ReducedConverted for a 3-for-1 split |
| Meritage Portfolio Management | 687 | $247.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Foster & Motley Inc | 687 | $247.0K | 0.02% | +39+6.0% | AddedConverted for a 3-for-1 split |
| Magellan Asset Management Ltd | 690 | $248.0K | 0.00% | +117+20.4% | AddedConverted for a 3-for-1 split |
| Lake Street Financial LLC | 689 | $248.0K | 0.04% | +689 | New |
| Chesapeake Wealth Management | 694 | $249.0K | 0.08% | −8−1.1% | ReducedConverted for a 3-for-1 split |
| NewEdge Wealth, LLC | 692 | $249.0K | 0.01% | +692 | New |
| Brandywine Oak Private Wealth LLC | 696 | $250.0K | 0.03% | −186−21.1% | ReducedConverted for a 3-for-1 split |
| First National Bank of Omaha | 699 | $251.0K | 0.01% | −6−0.9% | ReducedConverted for a 3-for-1 split |
| Blue Fin Capital, Inc. | 699 | $251.0K | 0.07% | +699 | New |
| Knights of Columbus Asset Advisors LLC | 702 | $252.0K | 0.02% | +702 | New |
| First Midwest Bank Trust Division | 708 | $254.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stock Yards Bank & Trust Co | 708 | $255.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |