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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 712 | $256.0K | 0.08% | −29−3.9% | ReducedConverted for a 3-for-1 split |
| Wealth Management Partners, LLC | 1,000 | $257.0K | 0.18% | +298+42.5% | AddedConverted for a 3-for-1 split |
| Clear Perspective Advisors, LLC | 715 | $257.0K | 0.08% | +715 | New |
| Prio Wealth Limited Partnership | 720 | $259.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BT Wealth Management LLC | 720 | $259.0K | 0.07% | +18+2.6% | AddedConverted for a 3-for-1 split |
| Regent Peak Wealth Advisors LLC | 727 | $261.0K | 0.07% | −17−2.3% | ReducedConverted for a 3-for-1 split |
| Paragon Wealth Strategies, LLC | 726 | $261.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Affirmative Financial Network | 729 | $262.0K | 0.24% | +63+9.5% | AddedConverted for a 3-for-1 split |
| Kelly Lawrence W & Associates Inc | 732 | $263.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Investment Partners, Ltd. | 733 | $263.0K | 0.11% | +733 | New |
| Tufton Capital Management | 735 | $264.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tdam USA Inc. | 738 | $265.0K | 0.02% | +30+4.2% | AddedConverted for a 3-for-1 split |
| CVA Family Office, LLC | 738 | $265.0K | 0.07% | +738 | New |
| Great Valley Advisor Group, Inc. | 567 | $266.0K | 0.02% | −270−32.3% | ReducedConverted for a 3-for-1 split |
| Fieldpoint Private Securities, LLC | 741 | $266.0K | 0.05% | +15+2.1% | AddedConverted for a 3-for-1 split |
| Affinity Capital Advisors, LLC | 742 | $267.0K | 0.08% | −8−1.1% | ReducedConverted for a 3-for-1 split |
| People's United Financial, Inc. | 746 | $268.0K | 0.01% | −25−3.2% | ReducedConverted for a 3-for-1 split |
| Dodge & Cox | 747 | $268.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| West Bancorporation Inc | 747 | $268.0K | 0.21% | +747 | New |
| Edge Capital Group, LLC | 754 | $271.0K | 0.02% | +754 | New |
| Cypress Capital Group | 758 | $273.0K | 0.03% | −832−52.3% | ReducedConverted for a 3-for-1 split |
| Valmark Advisers, Inc. | 760 | $273.0K | 0.00% | −143−15.8% | ReducedConverted for a 3-for-1 split |
| Benjamin Edwards Inc | 759 | $273.0K | 0.09% | +759 | New |
| Journey Strategic Wealth LLC | 763 | $274.0K | 0.03% | +763 | New |
| ASB Consultores, LLC | 762 | $274.0K | 0.14% | +762 | New |
| Altshuler Shaham Ltd | 765 | $275.0K | 0.01% | −156−16.9% | ReducedConverted for a 3-for-1 split |
| Mather Group, LLC. | 767 | $276.0K | 0.01% | +53+7.4% | AddedConverted for a 3-for-1 split |
| Magnus Financial Group LLC | 770 | $277.0K | 0.05% | +8+1.0% | AddedConverted for a 3-for-1 split |
| Greenline Partners, LLC | 774 | $278.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Brasada Capital Management, LP | 908 | $279.0K | 0.05% | +8+0.9% | AddedConverted for a 3-for-1 split |
| Wesbanco Bank Inc | 777 | $279.0K | 0.01% | −66−7.8% | ReducedConverted for a 3-for-1 split |
| Livforsakringsbolaget Skandia, Omsesidigt | 781 | $280.0K | 0.02% | −4,100−84.0% | ReducedConverted for a 3-for-1 split |
| Commons Capital, LLC | 778 | $280.0K | 0.28% | +778 | New |
| 55I, LLC | 782 | $281.0K | 0.01% | +104+15.3% | AddedConverted for a 3-for-1 split |
| IHT Wealth Management, LLC | 781 | $281.0K | 0.02% | +781 | New |
| State of Wyoming | 787 | $283.0K | 0.13% | −14−1.7% | ReducedConverted for a 3-for-1 split |
| Patron Partners Advisors, LLC | 800 | $287.0K | 0.19% | +92+13.0% | AddedConverted for a 3-for-1 split |
| Oak Harbor Wealth Partners, LLC | 801 | $288.0K | 0.10% | +801 | New |
| Holderness Investments Co | 804 | $289.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Clarus Group, Inc. | 900 | $292.0K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Integrated Investment Consultants, LLC | 813 | $292.0K | 0.08% | −30−3.6% | ReducedConverted for a 3-for-1 split |
| Keudell/Morrison Wealth Management | 813 | $292.0K | 0.12% | +813 | New |
| Wedmont Private Capital | 935 | $293.0K | 0.09% | +935 | New |
| Smith & Howard Wealth Management, LLC | 822 | $295.0K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mizuho Markets Cayman LP | 822 | $295.0K | 0.03% | +822 | New |
| Purus Wealth Management, LLC | 824 | $296.0K | 0.19% | +824 | New |
| Coastal Investment Advisors, Inc. | 832 | $299.0K | 0.07% | +10+1.2% | AddedConverted for a 3-for-1 split |
| Transcend Wealth Collective, LLC | 839 | $301.0K | 0.03% | −1,579−65.3% | ReducedConverted for a 3-for-1 split |
| West Family Investments, Inc. | 839 | $301.0K | 0.08% | −7−0.8% | ReducedConverted for a 3-for-1 split |
| Childress Capital Advisors, LLC | 838 | $301.0K | 0.12% | +16+1.9% | AddedConverted for a 3-for-1 split |
| Avidian Wealth Solutions, LLC | 840 | $302.0K | 0.02% | +51+6.5% | AddedConverted for a 3-for-1 split |
| Legacy Financial Advisors, Inc. | 843 | $303.0K | 0.07% | +114+15.6% | AddedConverted for a 3-for-1 split |
| Altfest L J & Co Inc | 845 | $304.0K | 0.06% | −157−15.7% | ReducedConverted for a 3-for-1 split |
| Adviser Investments LLC | 847 | $304.0K | 0.02% | −35−4.0% | ReducedConverted for a 3-for-1 split |
| Echo45 Advisors LLC | 845 | $304.0K | 0.24% | +845 | New |
| Americana Partners, LLC | 849 | $305.0K | 0.06% | +33+4.0% | AddedConverted for a 3-for-1 split |
| AMG National Trust Bank | 850 | $305.0K | 0.01% | +850 | New |
| 9258 Wealth Management, LLC | 852 | $306.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| NorthCrest Asset Manangement, LLC | 852 | $306.0K | 0.02% | +852 | New |
| Kavar Capital Partners Group, LLC | 855 | $307.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| ProVise Management Group, LLC | 861 | $309.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mutual Advisors, LLC | 863 | $310.0K | 0.02% | +86+11.1% | AddedConverted for a 3-for-1 split |
| Glassy Mountain Advisors, Inc. | 863 | $310.0K | 0.16% | +863 | New |
| Drive Wealth Management, LLC | 866 | $311.0K | 0.27% | +866 | New |
| Symphony Financial, Ltd. Co. | 867 | $312.0K | 0.09% | +93+12.0% | AddedConverted for a 3-for-1 split |
| Pachira Investments Inc. | 871 | $313.0K | 0.20% | +7+0.8% | AddedConverted for a 3-for-1 split |
| Vienna Asset Management LLC | 874 | $314.0K | 0.29% | +874 | New |
| Cobblestone Capital Advisors LLC | 876 | $315.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Barings LLC | 880 | $316.0K | 0.01% | −104−10.6% | ReducedConverted for a 3-for-1 split |
| Goepper Burkhardt LLC | 879 | $316.0K | 0.19% | +15+1.7% | AddedConverted for a 3-for-1 split |
| Evoke Wealth, LLC | 879 | $316.0K | 0.01% | +702+396.6% | AddedConverted for a 3-for-1 split |
| Seaport Global Advisors, LLC | 880 | $316.0K | 0.43% | +880 | New |
| RMR Wealth Builders | 883 | $317.0K | 0.09% | −4,355−83.1% | ReducedConverted for a 3-for-1 split |
| United Capital Management of KS, Inc. | 882 | $317.0K | 0.12% | −9−1.0% | ReducedConverted for a 3-for-1 split |
| ICICI Prudential Asset Management Co Ltd | 881 | $317.0K | 0.04% | +881 | New |
| 44 Wealth Management LLC | 894 | $321.0K | 0.11% | −117−11.6% | ReducedConverted for a 3-for-1 split |
| Arkadios Wealth Advisors | 896 | $322.0K | 0.04% | −16−1.8% | ReducedConverted for a 3-for-1 split |
| Boston Family Office LLC | 899 | $323.0K | 0.02% | −85−8.6% | ReducedConverted for a 3-for-1 split |
| Ferguson Wellman Capital Management, Inc | 900 | $323.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rosenblum Silverman Sutton S F Inc | 900 | $323.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Northstar Asset Management LLC | 900 | $323.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Yorktown Management & Research Co Inc | 900 | $323.0K | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Callahan Advisors, LLC | 900 | $323.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Parkside Investments, LLC | 900 | $323.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Capital Financial Planning, LLC | 900 | $323.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sanford Advisory Services, LLC | 900 | $323.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cross Staff Investments Inc | 900 | $323.0K | 0.29% | +900 | New |
| Marcum Wealth, LLC | 903 | $324.0K | 0.05% | +903 | New |
| Harbour Investments, Inc. | 922 | $331.0K | 0.02% | −644−41.1% | ReducedConverted for a 3-for-1 split |
| Jacobson & Schmitt Advisors, LLC | 921 | $331.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Two Sigma Securities, LLC | 920 | $331.0K | 0.06% | +920 | New |
| Midwest Professional Planners, LTD. | 925 | $332.0K | 0.16% | +31+3.5% | AddedConverted for a 3-for-1 split |
| Farmers & Merchants Trust Co of Long Beach | 930 | $334.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TCI Wealth Advisors, Inc. | 931 | $335.0K | 0.05% | −5−0.5% | ReducedConverted for a 3-for-1 split |
| Evercore Wealth Management, LLC | 933 | $336.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hall Capital Management Co Inc | 937 | $337.0K | 0.19% | −74−7.3% | ReducedConverted for a 3-for-1 split |
| Aaron Wealth Advisors | 941 | $338.0K | 0.09% | +143+17.9% | AddedConverted for a 3-for-1 split |
| Ipswich Investment Management Co., Inc. | 945 | $340.0K | 0.08% | −30−3.1% | ReducedConverted for a 3-for-1 split |
| Ullmann Financial Group, Inc. | 945 | $340.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Diversified, LLC | 945 | $340.0K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |