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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1,314 | $472.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Avenue 1 Advisors, LLC | 1,317 | $473.0K | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Paradigm Financial Partners, LLC | 1,320 | $474.0K | 0.10% | −2,586−66.2% | ReducedConverted for a 3-for-1 split |
| Budros, Ruhlin & Roe, Inc. | 1,327 | $477.0K | 0.05% | −7,028−84.1% | ReducedConverted for a 3-for-1 split |
| Bragg Financial Advisors, Inc | 480 | $477.0K | 0.03% | −960−66.7% | ReducedConverted for a 3-for-1 split |
| Eqis Capital Management, Inc. | 1,326 | $477.0K | 0.03% | +693+109.5% | AddedConverted for a 3-for-1 split |
| Claret Asset Management Corp | 1,329 | $478.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kestra Private Wealth Services, LLC | 1,331 | $478.0K | 0.02% | +194+17.1% | AddedConverted for a 3-for-1 split |
| Level Four Advisory Services, LLC | 1,329 | $478.0K | 0.04% | +450+51.2% | AddedConverted for a 3-for-1 split |
| Summit Financial, LLC | 1,332 | $478.6K | 0.04% | +99+8.0% | AddedConverted for a 3-for-1 split |
| Benchmark Investment Advisors LLC | 1,332 | $479.0K | 0.39% | +1,332 | New |
| Calamos Wealth Management LLC | 1,339 | $481.0K | 0.04% | −95−6.6% | ReducedConverted for a 3-for-1 split |
| Ellsworth Advisors, LLC | 1,341 | $482.0K | 0.18% | −180−11.8% | ReducedConverted for a 3-for-1 split |
| BOK Financial Private Wealth, Inc. | 1,341 | $482.0K | 0.03% | +237+21.5% | AddedConverted for a 3-for-1 split |
| IVC Wealth Advisors LLC | 1,344 | $483.0K | 0.31% | +9+0.7% | AddedConverted for a 3-for-1 split |
| Congress Wealth Management LLC | 1,352 | $485.0K | 0.01% | +1,352 | New |
| TFC Financial Management | 1,353 | $486.0K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Circle Wealth Management, LLC | 1,356 | $487.0K | 0.06% | +48+3.7% | AddedConverted for a 3-for-1 split |
| TrinityPoint Wealth, LLC | 1,357 | $488.0K | 0.09% | +145+12.0% | AddedConverted for a 3-for-1 split |
| Aries Wealth Management | 1,364 | $490.0K | 0.19% | +113+9.0% | AddedConverted for a 3-for-1 split |
| Visionary Wealth Advisors | 1,369 | $492.0K | 0.04% | +325+31.1% | AddedConverted for a 3-for-1 split |
| Vivid Financial Management, Inc. | 1,381 | $496.0K | 0.19% | +1,381 | New |
| J. W. Coons Advisors, LLC | 1,388 | $498.0K | 0.15% | +470+51.2% | AddedConverted for a 3-for-1 split |
| Guardian Wealth Advisors, LLC | 1,385 | $498.0K | 0.21% | +1,385 | New |
| Griffin Asset Management, Inc. | 1,398 | $502.0K | 0.06% | +144+11.5% | AddedConverted for a 3-for-1 split |
| First Business Financial Services, Inc. | 1,410 | $507.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Meristem Family Wealth, LLC | 1,415 | $508.0K | 0.04% | −34−2.3% | ReducedConverted for a 3-for-1 split |
| TSFG, LLC | 1,416 | $509.0K | 0.18% | −279−16.5% | ReducedConverted for a 3-for-1 split |
| Biltmore Family Office, LLC | 1,422 | $511.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Laidlaw Wealth Management LLC | 1,429 | $513.0K | 0.08% | −17−1.2% | ReducedConverted for a 3-for-1 split |
| Freestone Capital Holdings, LLC | 1,429 | $513.0K | 0.02% | +1,429 | New |
| Contravisory Investment Management, Inc. | 1,431 | $514.0K | 0.14% | +180+14.4% | AddedConverted for a 3-for-1 split |
| Cordasco Financial Network | 1,440 | $517.0K | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cypress Capital Management LLC | 1,440 | $517.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| U.S. Capital Wealth Advisors, LLC | 1,448 | $520.0K | 0.02% | +131+9.9% | AddedConverted for a 3-for-1 split |
| Paradigm Asset Management Co LLC | 1,450 | $521.0K | 0.13% | −200−12.1% | ReducedConverted for a 3-for-1 split |
| Davis R M Inc | 1,452 | $522.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fulton Bank, N.A. | 1,475 | $530.0K | 0.02% | +377+34.3% | AddedConverted for a 3-for-1 split |
| Graham Capital Management, L.P. | 1,478 | $531.0K | 0.03% | +1,478 | New |
| Proficio Capital Partners LLC | 1,483 | $533.0K | 0.07% | −20−1.3% | ReducedConverted for a 3-for-1 split |
| Nations Financial Group Inc, | 1,491 | $536.0K | 0.07% | −165−10.0% | ReducedConverted for a 3-for-1 split |
| Samalin Investment Counsel, LLC | 1,497 | $538.0K | 0.32% | +93+6.6% | AddedConverted for a 3-for-1 split |
| Leavell Investment Management, Inc. | 1,500 | $539.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cortland Associates Inc | 1,500 | $539.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Baldwin Brothers Inc | 1,500 | $539.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cullinan Associates Inc | 1,500 | $539.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Caldwell Trust Co | 1,527 | $548.7K | 0.06% | −66−4.1% | ReducedConverted for a 3-for-1 split |
| Windsor Group LTD | 1,547 | $549.0K | 0.10% | +14+0.9% | AddedConverted for a 3-for-1 split |
| Arete Wealth Advisors, LLC | 1,536 | $553.0K | 0.05% | −90−5.5% | ReducedConverted for a 3-for-1 split |
| Waldron Private Wealth LLC | 1,548 | $556.0K | 0.03% | +96+6.6% | AddedConverted for a 3-for-1 split |
| HCR Wealth Advisors | 1,549 | $557.0K | 0.09% | +94+6.5% | AddedConverted for a 3-for-1 split |
| Pine Haven Investment Counsel, Inc | 1,555 | $559.0K | 0.52% | +1,555 | New |
| Corbett Road Capital Management, LLC | 1,561 | $561.0K | 0.96% | −167−9.7% | ReducedConverted for a 3-for-1 split |
| Asset Management Corp | 1,560 | $561.0K | 0.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wealthspire Advisors, LLC | 1,565 | $562.0K | 0.01% | −103−6.2% | ReducedConverted for a 3-for-1 split |
| Phoenix Holdings Ltd. | 1,557 | $564.0K | 0.01% | −333−17.6% | ReducedConverted for a 3-for-1 split |
| Cambridge Advisors Inc. | 1,569 | $564.0K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Machina Capital S.A.S. | 1,600 | $575.0K | 1.39% | +1,600 | New |
| WFA of San Diego, LLC | 1,605 | $577.0K | 0.34% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Auxano Advisors, LLC | 1,608 | $578.0K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Alpha Paradigm Partners, LLC | 1,628 | $585.0K | 0.23% | +1,628 | New |
| Ameritas Advisory Services, LLC | 1,627 | $585.0K | 0.02% | +1,627 | New |
| Bank Hapoalim BM | 1,642 | $590.0K | 0.06% | −206−11.1% | ReducedConverted for a 3-for-1 split |
| Clare Market Investments LLC | 1,643 | $590.3K | 0.17% | +455+38.3% | AddedConverted for a 3-for-1 split |
| Resources Management Corp | 1,650 | $593.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cowen and Company, LLC | 1,654 | $594.0K | 0.06% | +1,654 | New |
| RB Capital Management, LLC | 1,662 | $597.0K | 0.19% | +171+11.5% | AddedConverted for a 3-for-1 split |
| Bellecapital International Ltd. | 1,668 | $599.0K | 0.17% | +1,668 | New |
| Verdence Capital Advisors LLC | 1,669 | $600.0K | 0.07% | +13+0.8% | AddedConverted for a 3-for-1 split |
| Symmetry Partners, LLC | 1,674 | $601.0K | 0.04% | −3,348−66.7% | ReducedConverted for a 3-for-1 split |
| SFE Investment Counsel | 1,672 | $601.0K | 0.15% | +10+0.6% | AddedConverted for a 3-for-1 split |
| Ellevest, Inc. | 1,681 | $604.0K | 0.05% | +61+3.8% | AddedConverted for a 3-for-1 split |
| Clean Yield Group | 1,683 | $605.0K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Personal Capital Advisors Corp | 1,748 | $608.0K | 0.00% | +275+18.7% | AddedConverted for a 3-for-1 split |
| GraniteShares Advisors LLC | 1,704 | $612.0K | 0.28% | +1,704 | New |
| Waters Parkerson & Co., LLC | 1,705 | $613.0K | 0.03% | +52+3.1% | AddedConverted for a 3-for-1 split |
| Forum Financial Management, LP | 1,712 | $615.0K | 0.03% | +1,712 | New |
| Prospera Financial Services Inc | 1,713 | $616.0K | 0.03% | +621+56.9% | AddedConverted for a 3-for-1 split |
| EFG Asset Management (Americas) Corp. | 1,728 | $621.0K | 0.10% | +33+1.9% | AddedConverted for a 3-for-1 split |
| Willner & Heller, LLC | 625 | $621.0K | 0.83% | +625 | New |
| Buckingham Strategic Partners | 1,751 | $629.0K | 0.13% | +1,751 | New |
| Mizuho Securities Co. Ltd. | 1,754 | $630.0K | 0.23% | −4,090−70.0% | ReducedConverted for a 3-for-1 split |
| Integrated Wealth Concepts LLC | 1,755 | $631.0K | 0.02% | −279−13.7% | ReducedConverted for a 3-for-1 split |
| Missouri Trust & Investment Co | 1,755 | $631.0K | 0.36% | +1,755 | New |
| Bessemer Securities LLC | 1,768 | $635.0K | 0.17% | +238+15.6% | AddedConverted for a 3-for-1 split |
| Aigen Investment Management, LP | 1,846 | $635.0K | 0.04% | +1,846 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,770 | $636.0K | 0.04% | +1,770 | New |
| LMR Partners LLP | 1,771 | $636.0K | 0.01% | +1,771 | New |
| Simplify Asset Management Inc. | 1,773 | $637.0K | 0.08% | +1,773 | New |
| First Pacific Advisors, LP | 1,776 | $638.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wilbanks Smith & Thomas Asset Management LLC | 1,779 | $639.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Camarda Financial Advisors, LLC | 1,781 | $640.0K | 0.36% | +1,781 | New |
| Western Pacific Wealth Management, LP | 1,800 | $646.0K | 0.42% | +1,800 | New |
| Tower Bridge Advisors | 1,800 | $646.7K | 0.04% | −3,600−66.7% | ReducedConverted for a 3-for-1 split |
| Navalign, LLC | 1,800 | $647.0K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| SPC Financial, Inc. | 1,802 | $647.0K | 0.07% | +137+8.2% | AddedConverted for a 3-for-1 split |
| Hilltop Holdings Inc. | 1,803 | $647.0K | 0.07% | +528+41.4% | AddedConverted for a 3-for-1 split |
| Summit Trail Advisors, LLC | 1,800 | $647.0K | 0.04% | +657+57.5% | AddedConverted for a 3-for-1 split |
| Arden Trust Co | 1,799 | $647.0K | 0.11% | +1,799 | New |
| Main Street Financial Solutions, LLC | 1,806 | $649.0K | 0.09% | −231−11.3% | ReducedConverted for a 3-for-1 split |