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 Capital Management Group, LLC | 2,712 | $974.0K | 0.08% | −75−2.7% | ReducedConverted for a 3-for-1 split |
| Trust Co of Virginia | 2,739 | $984.0K | 0.10% | +24+0.9% | AddedConverted for a 3-for-1 split |
| Modera Wealth Management, LLC | 2,739 | $984.0K | 0.04% | +1,032+60.5% | AddedConverted for a 3-for-1 split |
| Smith, Salley & Associates | 2,743 | $985.0K | 0.07% | +25+0.9% | AddedConverted for a 3-for-1 split |
| JGP Global Gestao de Recursos Ltda. | 2,755 | $990.0K | 0.46% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Davy Global Fund Management Ltd | 2,757 | $991.0K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Avestar Capital, LLC | 2,780 | $999.0K | 0.18% | +425+18.0% | AddedConverted for a 3-for-1 split |
| Country Club Trust Company, n.a. | 2,825 | $1.03M | 0.08% | +425+17.7% | AddedConverted for a 3-for-1 split |
| Lumature Wealth Partners, LLC | 2,869 | $1.03M | 0.40% | +148+5.4% | AddedConverted for a 3-for-1 split |
| Money Concepts Capital Corp | 2,870 | $1.03M | 0.09% | +2,870 | New |
| Institute for Wealth Management, LLC. | 2,874 | $1.03M | 0.17% | +72+2.6% | AddedConverted for a 3-for-1 split |
| CNB Bank | 2,897 | $1.04M | 0.57% | +116+4.2% | AddedConverted for a 3-for-1 split |
| Checchi Capital Advisers, LLC | 2,911 | $1.05M | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Jackson Square Capital, LLC | 2,929 | $1.05M | 0.30% | +220+8.1% | AddedConverted for a 3-for-1 split |
| Lido Advisors, LLC | 2,935 | $1.05M | 0.02% | +388+15.2% | AddedConverted for a 3-for-1 split |
| Essex Financial Services, Inc. | 2,943 | $1.06M | 0.10% | −660−18.3% | ReducedConverted for a 3-for-1 split |
| Venture Visionary Partners LLC | 2,979 | $1.07M | 0.07% | +138+4.9% | AddedConverted for a 3-for-1 split |
| Diversified Trust Co | 2,994 | $1.08M | 0.04% | −1,515−33.6% | ReducedConverted for a 3-for-1 split |
| Lee Capital Holdings LLC | 3,000 | $1.08M | 0.57% | +3,000 | New |
| K.J. Harrison & Partners Inc | 3,000 | $1.08M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Brookfield Asset Management Inc. | 3,015 | $1.08M | 0.00% | −16,743−84.7% | ReducedConverted for a 3-for-1 split |
| Wrapmanager Inc | 3,014 | $1.08M | 0.27% | +110+3.8% | AddedConverted for a 3-for-1 split |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,991 | $1.09M | 0.32% | +1,200+67.0% | AddedConverted for a 3-for-1 split |
| XTX Topco Ltd | 3,036 | $1.09M | 0.62% | +3,036 | New |
| Consilium Wealth Advisory, LLC | 3,071 | $1.10M | 0.71% | +3,071 | New |
| American Trust | 3,070 | $1.10M | 0.08% | +3,070 | New |
| Bryn Mawr Trust Co | 3,078 | $1.10M | 0.04% | −2,100−40.6% | ReducedConverted for a 3-for-1 split |
| Mirador Capital Partners LP | 3,076 | $1.10M | 0.23% | +25+0.8% | AddedConverted for a 3-for-1 split |
| Core Wealth Advisors, Inc. | 3,081 | $1.11M | 0.66% | +3,081 | New |
| Astrantus Ltd | 3,100 | $1.11M | 0.83% | +3,100 | New |
| Mountain Capital Investment Advisors, Inc | 3,406 | $1.12M | 0.51% | −4,919−59.1% | ReducedConverted for a 3-for-1 split |
| Metis Global Partners, LLC | 3,108 | $1.12M | 0.31% | +3,108 | New |
| Clarius Group, LLC | 3,132 | $1.13M | 0.09% | +114+3.8% | AddedConverted for a 3-for-1 split |
| Personal Cfo Solutions, LLC | 3,151 | $1.13M | 0.21% | +85+2.8% | AddedConverted for a 3-for-1 split |
| Perennial Investment Advisors, LLC | 3,165 | $1.14M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Clifford Swan Investment Counsel LLC | 3,168 | $1.14M | 0.04% | −6,336−66.7% | ReducedConverted for a 3-for-1 split |
| Quantinno Capital Management LP | 3,166 | $1.14M | 0.21% | +3,166 | New |
| Prelude Capital Management, LLC | 3,171 | $1.14M | 0.06% | +993+45.6% | AddedConverted for a 3-for-1 split |
| B. Riley Wealth Management, Inc. | 3,184 | $1.14M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tiemann Investment Advisors, LLC | 3,186 | $1.15M | 0.48% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Liberty One Investment Management, LLC | 3,204 | $1.15M | 0.17% | −474−12.9% | ReducedConverted for a 3-for-1 split |
| Golden State Wealth Management, LLC | 3,227 | $1.16M | 0.20% | +56+1.8% | AddedConverted for a 3-for-1 split |
| Minot Wealth Management LLC | 3,231 | $1.16M | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Voya Financial Advisors, Inc. | 3,213 | $1.17M | 0.13% | −228−6.6% | ReducedConverted for a 3-for-1 split |
| Bluestein R H & Co | 3,258 | $1.17M | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Insight Inv LLC | 3,273 | $1.18M | 1.08% | +3,273 | New |
| Brighton Jones LLC | 3,337 | $1.20M | 0.06% | +34+1.0% | AddedConverted for a 3-for-1 split |
| Segment Wealth Management, LLC | 3,343 | $1.20M | 0.13% | +154+4.8% | AddedConverted for a 3-for-1 split |
| Wealth Architects, LLC | 3,369 | $1.21M | 0.21% | −1,674−33.2% | ReducedConverted for a 3-for-1 split |
| Benedetti & Gucer, Inc. | 3,370 | $1.21M | 0.82% | +568+20.3% | AddedConverted for a 3-for-1 split |
| Seven Eight Capital, LP | 3,402 | $1.22M | 0.22% | +3,402 | New |
| LaFleur & Godfrey LLC | 3,411 | $1.23M | 0.16% | −363−9.6% | ReducedConverted for a 3-for-1 split |
| Trust Asset Management LLC | 3,411 | $1.23M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| PAX Financial Group, LLC | 3,414 | $1.23M | 0.27% | +123+3.7% | AddedConverted for a 3-for-1 split |
| Rothschild Investment Corp | 3,417 | $1.23M | 0.10% | +30+0.9% | AddedConverted for a 3-for-1 split |
| Meeder Asset Management Inc | 3,418 | $1.23M | 0.12% | −5,345−61.0% | ReducedConverted for a 3-for-1 split |
| Sentry Investment Management LLC | 3,432 | $1.23M | 0.32% | +561+19.5% | AddedConverted for a 3-for-1 split |
| Flagship Harbor Advisors, LLC | 3,431 | $1.23M | 0.12% | +509+17.4% | AddedConverted for a 3-for-1 split |
| Horizon Investments, LLC | 3,439 | $1.24M | 0.04% | +1,141+49.7% | AddedConverted for a 3-for-1 split |
| BIT Capital GmbH | 3,442 | $1.24M | 0.10% | +67+2.0% | AddedConverted for a 3-for-1 split |
| Argus Investors' Counsel, Inc. | 3,453 | $1.24M | 0.75% | +3,453 | New |
| Assenagon Asset Management S.A. | 3,456 | $1.24M | 0.00% | −123−3.4% | ReducedConverted for a 3-for-1 split |
| Bedel Financial Consulting, Inc. | 3,481 | $1.25M | 0.39% | −59−1.7% | ReducedConverted for a 3-for-1 split |
| Brandywine Managers, LLC | 3,495 | $1.26M | 1.42% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Caas Capital Management LP | 3,500 | $1.26M | 0.11% | +2,600+288.9% | AddedConverted for a 3-for-1 split |
| Paces Ferry Wealth Advisors, LLC | 3,509 | $1.26M | 0.90% | −34−1.0% | ReducedConverted for a 3-for-1 split |
| CAPROCK Group, Inc. | 3,522 | $1.26M | 0.10% | +669+23.4% | AddedConverted for a 3-for-1 split |
| Conning Inc. | 3,546 | $1.27M | 0.03% | −339−8.7% | ReducedConverted for a 3-for-1 split |
| Clarkston Capital Partners, LLC | 3,579 | $1.29M | 0.02% | −1,116−23.8% | ReducedConverted for a 3-for-1 split |
| Bruderman Asset Management, LLC | 3,610 | $1.29M | 0.98% | −5,009−58.1% | ReducedConverted for a 3-for-1 split |
| Boston Financial Mangement LLC | 3,597 | $1.29M | 0.05% | +54+1.5% | AddedConverted for a 3-for-1 split |
| Sequoia Financial Advisors, LLC | 3,605 | $1.29M | 0.04% | +1,808+100.6% | AddedConverted for a 3-for-1 split |
| Centiva Capital, LP | 3,617 | $1.30M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Welch & Forbes LLC | 3,636 | $1.31M | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tokio Marine Asset Management Co Ltd | 3,634 | $1.31M | 0.10% | +286+8.5% | AddedConverted for a 3-for-1 split |
| Avitas Wealth Management LLC | 3,661 | $1.31M | 0.22% | +3,661 | New |
| NVWM, LLC | 3,676 | $1.32M | 0.41% | +157+4.5% | AddedConverted for a 3-for-1 split |
| Institutional & Family Asset Management, LLC | 3,700 | $1.33M | 0.21% | +100+2.8% | AddedConverted for a 3-for-1 split |
| Iyo Bank, Ltd. | 3,720 | $1.34M | 0.41% | +3,720 | New |
| Kovack Advisors, Inc. | 3,771 | $1.35M | 0.13% | +669+21.6% | AddedConverted for a 3-for-1 split |
| First Citizens Bank & Trust Co | 3,789 | $1.36M | 0.05% | +288+8.2% | AddedConverted for a 3-for-1 split |
| Federation des caisses Desjardins du Quebec | 3,804 | $1.37M | 0.01% | +699+22.5% | AddedConverted for a 3-for-1 split |
| Strategic Wealth Partners, Ltd. | 3,846 | $1.38M | 0.26% | +588+18.0% | AddedConverted for a 3-for-1 split |
| Avalon Investment & Advisory | 3,881 | $1.39M | 0.03% | −2,188−36.1% | ReducedConverted for a 3-for-1 split |
| Altium Wealth Management LLC | 3,887 | $1.40M | 0.09% | +239+6.6% | AddedConverted for a 3-for-1 split |
| Frank, Rimerman Advisors LLC | 3,891 | $1.40M | 0.47% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Laurel Wealth Advisors, Inc. | 3,893 | $1.40M | 0.11% | +2,888+287.4% | AddedConverted for a 3-for-1 split |
| IAM Advisory, LLC | 4,302 | $1.40M | 0.55% | −8,919−67.5% | ReducedConverted for a 3-for-1 split |
| Argent Trust Co | 3,894 | $1.40M | 0.08% | +504+14.9% | AddedConverted for a 3-for-1 split |
| Raymond James Trust N.A. | 3,897 | $1.40M | 0.04% | +1,476+61.0% | AddedConverted for a 3-for-1 split |
| Ativo Capital Management LLC | 3,905 | $1.40M | 0.62% | −76−1.9% | ReducedConverted for a 3-for-1 split |
| Kinneret Advisory, LLC | 3,909 | $1.41M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AXS Investments LLC | 3,917 | $1.41M | 0.33% | +3,917 | New |
| KCM Investment Advisors LLC | 3,929 | $1.41M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CoreCap Advisors, LLC | 3,932 | $1.41M | 0.09% | +3,932 | New |
| Sawtooth Solutions, LLC | 3,936 | $1.41M | 0.16% | +2,046+108.3% | AddedConverted for a 3-for-1 split |
| Harvest Fund Management Co., Ltd | 3,936 | $1.43M | 0.24% | +609+18.3% | AddedConverted for a 3-for-1 split |
| Hancock Whitney Investment Services Inc. | 4,100 | $1.47M | 0.25% | +4,100 | New |
| Lincoln National Corp | 4,103 | $1.47M | 0.03% | +146+3.7% | AddedConverted for a 3-for-1 split |
| Stratos Wealth Partners, LTD. | 4,121 | $1.48M | 0.03% | −793−16.1% | ReducedConverted for a 3-for-1 split |