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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1,805 | $649.0K | 0.04% | +863+91.6% | AddedConverted for a 3-for-1 split |
| Menard Financial Group LLC | 1,823 | $655.0K | 0.54% | +1,823 | New |
| Axxcess Wealth Management, LLC | 1,822 | $655.0K | 0.05% | +1,822 | New |
| Archer Investment Corp | 1,826 | $655.9K | 0.22% | −409−18.3% | ReducedConverted for a 3-for-1 split |
| Savant Capital, LLC | 1,843 | $662.0K | 0.02% | +181+10.9% | AddedConverted for a 3-for-1 split |
| DuPont Capital Management Corp | 1,848 | $664.0K | 0.02% | −1,125−37.8% | ReducedConverted for a 3-for-1 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,851 | $664.0K | 0.05% | −30−1.6% | ReducedConverted for a 3-for-1 split |
| First Heartland Consultants, Inc. | 1,855 | $666.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Financial Consulate, Inc | 1,856 | $667.0K | 0.23% | +185+11.1% | AddedConverted for a 3-for-1 split |
| Foresight Wealth Management, LLC | 1,875 | $674.0K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| GYL Financial Synergies, LLC | 1,890 | $679.0K | 0.18% | +111+6.2% | AddedConverted for a 3-for-1 split |
| Wambolt & Associates, LLC | 1,895 | $681.0K | 0.25% | +446+30.8% | AddedConverted for a 3-for-1 split |
| Lindbrook Capital, LLC | 1,914 | $688.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Concorde Asset Management, LLC | 1,950 | $701.0K | 0.43% | −195−9.1% | ReducedConverted for a 3-for-1 split |
| Ritholtz Wealth Management | 1,952 | $701.0K | 0.04% | +185+10.5% | AddedConverted for a 3-for-1 split |
| EagleClaw Capital Managment, LLC | 1,950 | $701.0K | 0.15% | +555+39.8% | AddedConverted for a 3-for-1 split |
| Manchester Capital Management LLC | 1,953 | $702.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Beese Fulmer Investment Management, Inc. | 1,955 | $702.0K | 0.07% | +17+0.9% | AddedConverted for a 3-for-1 split |
| Connectus Wealth, LLC | 1,967 | $707.0K | 0.03% | +1,967 | New |
| Pathstone Family Office, LLC | 1,994 | $715.0K | 0.02% | +386+24.0% | AddedConverted for a 3-for-1 split |
| Western Wealth Management, LLC | 1,997 | $717.0K | 0.07% | +1,997 | New |
| Spears Abacus Advisors LLC | 2,010 | $722.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Schrum Private Wealth Management LLC | 2,019 | $725.0K | 0.66% | +2,019 | New |
| Moseley Investment Management Inc | 2,020 | $726.0K | 0.33% | +19+0.9% | AddedConverted for a 3-for-1 split |
| Hamilton Capital, LLC | 2,024 | $727.0K | 0.06% | +2,024 | New |
| SeaCrest Wealth Management, LLC | 2,035 | $731.0K | 0.08% | +244+13.6% | AddedConverted for a 3-for-1 split |
| HBK Sorce Advisory LLC | 2,053 | $738.0K | 0.04% | +49+2.4% | AddedConverted for a 3-for-1 split |
| Intellectus Partners, LLC | 2,058 | $739.0K | 0.19% | −30−1.4% | ReducedConverted for a 3-for-1 split |
| HYA Advisors, Inc | 2,058 | $739.0K | 0.26% | −4,116−66.7% | ReducedConverted for a 3-for-1 split |
| Brookstone Capital Management | 2,284 | $741.0K | 0.01% | −4,958−68.5% | ReducedConverted for a 3-for-1 split |
| Seeyond | 2,067 | $742.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cannell Peter B & Co Inc | 2,075 | $746.0K | 0.02% | −55−2.6% | ReducedConverted for a 3-for-1 split |
| First United Bank Trust | 2,084 | $749.0K | 0.28% | +341+19.6% | AddedConverted for a 3-for-1 split |
| Chicago Partners Investment Group LLC | 2,673 | $751.0K | 0.05% | −5,481−67.2% | ReducedConverted for a 3-for-1 split |
| Central Trust Co | 2,103 | $756.0K | 0.02% | +30+1.4% | AddedConverted for a 3-for-1 split |
| Pictet North America Advisors SA | 2,103 | $756.0K | 0.07% | +150+7.7% | AddedConverted for a 3-for-1 split |
| Endurance Wealth Management, Inc. | 2,124 | $763.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Legacy Wealth Management, LLC | 2,124 | $763.2K | 0.39% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Harrington Investments, INC | 2,139 | $769.0K | 0.41% | −177−7.6% | ReducedConverted for a 3-for-1 split |
| GFG Capital, LLC | 2,144 | $770.0K | 0.23% | +41+1.9% | AddedConverted for a 3-for-1 split |
| KG&L Capital Management,LLC | 2,153 | $774.0K | 0.31% | +146+7.3% | AddedConverted for a 3-for-1 split |
| Sheaff Brock Investment Advisors, LLC | 2,175 | $781.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Frontier Wealth Management LLC | 2,178 | $783.0K | 0.05% | +129+6.3% | AddedConverted for a 3-for-1 split |
| Heritage Trust Co | 2,181 | $784.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Grove Bank & Trust | 2,184 | $785.0K | 0.15% | +162+8.0% | AddedConverted for a 3-for-1 split |
| Sumitomo Mitsui Financial Group, Inc. | 2,150 | $785.0K | 0.02% | +2,150 | New |
| WoodTrust Financial Corp | 2,195 | $788.0K | 0.16% | +20+0.9% | AddedConverted for a 3-for-1 split |
| Harbor Investment Advisory, LLC | 2,202 | $791.0K | 0.10% | +51+2.4% | AddedConverted for a 3-for-1 split |
| Dorsey & Whitney Trust CO LLC | 2,211 | $797.0K | 0.07% | +132+6.3% | AddedConverted for a 3-for-1 split |
| Evergreen Capital Management LLC | 2,231 | $802.0K | 0.03% | +77+3.6% | AddedConverted for a 3-for-1 split |
| First National Trust Co | 2,237 | $804.0K | 0.04% | +116+5.5% | AddedConverted for a 3-for-1 split |
| Pinnacle Wealth Planning Services, Inc. | 2,254 | $810.0K | 0.16% | +523+30.2% | AddedConverted for a 3-for-1 split |
| Moors & Cabot, Inc. | 2,258 | $811.0K | 0.05% | −37−1.6% | ReducedConverted for a 3-for-1 split |
| Douglass Winthrop Advisors, LLC | 2,262 | $813.0K | 0.02% | +24+1.1% | AddedConverted for a 3-for-1 split |
| Gryphon Financial Partners LLC | 2,274 | $817.0K | 0.16% | +87+4.0% | AddedConverted for a 3-for-1 split |
| BTC Capital Management, Inc. | 2,286 | $822.0K | 0.08% | +570+33.2% | AddedConverted for a 3-for-1 split |
| Quadrant Capital Group LLC | 2,294 | $824.0K | 0.10% | −637−21.7% | ReducedConverted for a 3-for-1 split |
| Copperwynd Financial, LLC | 2,297 | $825.0K | 0.31% | +239+11.6% | AddedConverted for a 3-for-1 split |
| Hillsdale Investment Management Inc. | 2,308 | $829.0K | 0.06% | −161−6.5% | ReducedConverted for a 3-for-1 split |
| Dana Investment Advisors, Inc. | 2,310 | $830.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Joel Isaacson & Co., LLC | 2,334 | $839.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Anchor Investment Management, LLC | 2,342 | $841.5K | 0.10% | +653+38.7% | AddedConverted for a 3-for-1 split |
| Wealth Alliance | 2,342 | $842.0K | 0.17% | +887+61.0% | AddedConverted for a 3-for-1 split |
| Ziegler Capital Management, LLC | 2,394 | $860.0K | 0.03% | +90+3.9% | AddedConverted for a 3-for-1 split |
| EMC Capital Management | 2,400 | $862.0K | 0.46% | −4,800−66.7% | ReducedConverted for a 3-for-1 split |
| Congress Asset Management Co | 2,407 | $865.0K | 0.01% | −53−2.2% | ReducedConverted for a 3-for-1 split |
| Beacon Investment Advisory Services, Inc. | 2,426 | $872.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ancora Advisors, LLC | 2,425 | $872.0K | 0.02% | +55+2.3% | AddedConverted for a 3-for-1 split |
| Triasima Portfolio Management inc. | 2,430 | $873.0K | 0.04% | −231−8.7% | ReducedConverted for a 3-for-1 split |
| Sound View Wealth Advisors Group, LLC | 2,442 | $877.0K | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Diligent Investors, LLC | 2,440 | $877.0K | 0.25% | +19+0.8% | AddedConverted for a 3-for-1 split |
| Engine No. 1 LLC | 2,444 | $878.0K | 0.18% | +536+28.1% | AddedConverted for a 3-for-1 split |
| Park National Corp | 2,457 | $883.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Colony Group LLC | 2,457 | $883.0K | 0.02% | +1,191+94.1% | AddedConverted for a 3-for-1 split |
| AlphaCrest Capital Management LLC | 2,457 | $883.0K | 0.03% | +1,557+173.0% | AddedConverted for a 3-for-1 split |
| Ulland Investment Advisors, LLC | 2,460 | $884.0K | 0.56% | +2,460 | New |
| Sunbelt Securities, Inc. | 3,126 | $886.0K | 0.14% | +345+12.4% | AddedConverted for a 3-for-1 split |
| Fukoku Mutual Life Insurance Co | 2,487 | $894.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KMG Fiduciary Partners, LLC | 2,489 | $894.0K | 0.14% | +1,223+96.6% | AddedConverted for a 3-for-1 split |
| Bayesian Capital Management, LP | 2,500 | $898.0K | 0.28% | +2,500 | New |
| Cypress Capital, LLC | 2,510 | $902.0K | 0.10% | −5,020−66.7% | ReducedConverted for a 3-for-1 split |
| Strategic Blueprint, LLC | 2,512 | $903.0K | 0.11% | +190+8.2% | AddedConverted for a 3-for-1 split |
| Heartland Bank & Trust Co | 2,521 | $906.0K | 0.67% | +46+1.9% | AddedConverted for a 3-for-1 split |
| Ausdal Financial Partners, Inc. | 2,522 | $906.0K | 0.12% | +350+16.1% | AddedConverted for a 3-for-1 split |
| MBB Public Markets I LLC | 2,522 | $906.0K | 0.02% | +2,522 | New |
| Michael B. Yongue | 2,535 | $911.0K | 0.61% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Comgest Global Investors S.A.S. | 2,550 | $916.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Segall Bryant & Hamill, LLC | 2,556 | $918.0K | 0.01% | +150+6.2% | AddedConverted for a 3-for-1 split |
| 17 Capital Partners, LLC | 2,559 | $919.0K | 0.84% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Field & Main Bank | 2,562 | $920.0K | 0.53% | +30+1.2% | AddedConverted for a 3-for-1 split |
| Community Capital Management, Inc. | 2,600 | $921.0K | 0.98% | +38+1.5% | AddedConverted for a 3-for-1 split |
| 180 Wealth Advisors, LLC | 3,430 | $924.0K | 0.21% | −6,542−65.6% | ReducedConverted for a 3-for-1 split |
| Columbia Trust Co 01012016 | 932 | $927.0K | 0.49% | −1,864−66.7% | ReducedConverted for a 3-for-1 split |
| Quantitative Investment Management, LLC | 2,596 | $932.0K | 0.13% | +2,596 | New |
| J.W. Cole Advisors, Inc. | 2,598 | $933.0K | 0.06% | +39+1.5% | AddedConverted for a 3-for-1 split |
| Matisse Capital | 2,623 | $942.0K | 0.65% | +1,000+61.6% | AddedConverted for a 3-for-1 split |
| Ashton Thomas Private Wealth, LLC | 2,660 | $955.7K | 0.09% | +122+4.8% | AddedConverted for a 3-for-1 split |
| Nomura Holdings Inc | 2,669 | $959.0K | 0.01% | −93,070−97.2% | ReducedConverted for a 3-for-1 split |
| Private Portfolio Partners LLC | 2,679 | $962.6K | 0.25% | +135+5.3% | AddedConverted for a 3-for-1 split |
| Cutler Group LP | 2,681 | $963.0K | 0.07% | +2,135+391.0% | AddedConverted for a 3-for-1 split |