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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 4,152 | $1.49M | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Parallel Advisors, LLC | 4,200 | $1.51M | 0.06% | +273+7.0% | AddedConverted for a 3-for-1 split |
| Leisure Capital Management | 4,215 | $1.51M | 0.70% | +132+3.2% | AddedConverted for a 3-for-1 split |
| Westwood Holdings Group Inc. | 4,229 | $1.52M | 0.01% | +1,622+62.2% | AddedConverted for a 3-for-1 split |
| Capital Asset Advisory Services LLC | 4,235 | $1.52M | 0.16% | +41+1.0% | AddedConverted for a 3-for-1 split |
| Strategy Asset Managers LLC | 4,258 | $1.53M | 0.40% | +529+14.2% | AddedConverted for a 3-for-1 split |
| American Portfolios Advisors | 4,262 | $1.53M | 0.05% | +458+12.0% | AddedConverted for a 3-for-1 split |
| Perigon Wealth Management, LLC | 4,278 | $1.54M | 0.11% | +264+6.6% | AddedConverted for a 3-for-1 split |
| ETF Managers Group, LLC | 4,233 | $1.54M | 0.03% | +4,233 | New |
| Grandfield & Dodd, LLC | 4,311 | $1.55M | 0.10% | −288−6.3% | ReducedConverted for a 3-for-1 split |
| Alamar Capital Management, LLC | 4,327 | $1.55M | 1.12% | +133+3.2% | AddedConverted for a 3-for-1 split |
| Legacy Wealth Asset Management, LLC | 4,342 | $1.56M | 0.53% | +46+1.1% | AddedConverted for a 3-for-1 split |
| Change Path, LLC | 4,352 | $1.56M | 0.08% | −2,101−32.6% | ReducedConverted for a 3-for-1 split |
| Signaturefd, LLC | 4,369 | $1.57M | 0.05% | +595+15.8% | AddedConverted for a 3-for-1 split |
| Conway Capital Management, Inc. | 4,404 | $1.58M | 0.93% | +1,077+32.4% | AddedConverted for a 3-for-1 split |
| Vestcor Inc | 4,406 | $1.58M | 0.06% | −832−15.9% | ReducedConverted for a 3-for-1 split |
| Cetera Advisors LLC | 4,425 | $1.59M | 0.03% | −1,815−29.1% | ReducedConverted for a 3-for-1 split |
| Alaethes Wealth LLC | 4,424 | $1.59M | 1.00% | +113+2.6% | AddedConverted for a 3-for-1 split |
| Meridian Wealth Management, LLC | 4,461 | $1.60M | 0.17% | −933−17.3% | ReducedConverted for a 3-for-1 split |
| Altman Advisors, Inc. | 5,975 | $1.61M | 0.98% | −11,752−66.3% | ReducedConverted for a 3-for-1 split |
| E Fund Management Co., Ltd. | 4,498 | $1.62M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Alhambra Investment Partners LLC | 4,500 | $1.62M | 1.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Peapack Gladstone Financial Corp | 4,522 | $1.63M | 0.03% | +403+9.8% | AddedConverted for a 3-for-1 split |
| Vestmark Advisory Solutions, Inc. | 4,527 | $1.63M | 0.09% | +2,568+131.1% | AddedConverted for a 3-for-1 split |
| Angeles Investment Advisors, LLC | 4,531 | $1.63M | 0.08% | +31+0.7% | AddedConverted for a 3-for-1 split |
| Trust Co of Vermont | 4,552 | $1.64M | 0.10% | +31+0.7% | AddedConverted for a 3-for-1 split |
| Howland Capital Management LLC | 4,560 | $1.64M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| SWS Partners | 4,618 | $1.66M | 0.94% | −2,027−30.5% | ReducedConverted for a 3-for-1 split |
| Western Financial Corporation | 4,622 | $1.66M | 0.87% | +635+15.9% | AddedConverted for a 3-for-1 split |
| WMS Partners, LLC | 4,628 | $1.66M | 0.36% | +1,253+37.1% | AddedConverted for a 3-for-1 split |
| Engineers Gate Manager LP | 4,633 | $1.67M | 0.07% | −4,973−51.8% | ReducedConverted for a 3-for-1 split |
| Paragon Advisors, LLC | 4,657 | $1.67M | 0.82% | −635−12.0% | ReducedConverted for a 3-for-1 split |
| Chicago Trust Co NA | 4,678 | $1.68M | 0.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lavaca Capital LLC | 4,680 | $1.68M | 0.74% | −270−5.5% | ReducedConverted for a 3-for-1 split |
| Roman Butler Fullerton & Co | 4,686 | $1.68M | 0.74% | −7,173−60.5% | ReducedConverted for a 3-for-1 split |
| Lee Johnson Capital Management, LLC | 4,713 | $1.69M | 1.39% | +4,713 | New |
| Everence Capital Management Inc | 4,720 | $1.70M | 0.13% | +2,410+104.3% | AddedConverted for a 3-for-1 split |
| McRae Capital Management Inc | 4,740 | $1.70M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Zions Bancorporation, N.A. | 4,756 | $1.71M | 0.15% | +4,162+700.7% | AddedConverted for a 3-for-1 split |
| Sequent Asset Management, LLC | 4,773 | $1.72M | 0.94% | 00.0% | UnchangedConverted for a 3-for-1 split |
| FourThought Financial, LLC | 4,775 | $1.72M | 0.22% | −394−7.6% | ReducedConverted for a 3-for-1 split |
| BNC Wealth Management, LLC | 4,778 | $1.72M | 0.81% | +4,778 | New |
| Lloyd Park, LLC | 4,803 | $1.73M | 1.37% | +4,803 | New |
| Apollon Wealth Management, LLC | 4,811 | $1.73M | 0.14% | +2,210+85.0% | AddedConverted for a 3-for-1 split |
| Essex Investment Management Co LLC | 4,947 | $1.78M | 0.20% | −615−11.1% | ReducedConverted for a 3-for-1 split |
| FineMark National Bank & Trust | 4,947 | $1.78M | 0.07% | +81+1.7% | AddedConverted for a 3-for-1 split |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.78M | 0.63% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Brown Advisory Securities, LLC | 4,972 | $1.79M | 0.76% | −1,115−18.3% | ReducedConverted for a 3-for-1 split |
| AlphaCentric Advisors LLC | 5,000 | $1.80M | 0.52% | −250−4.8% | ReducedConverted for a 3-for-1 split |
| DCM Advisors, LLC | 5,024 | $1.80M | 0.53% | −835−14.3% | ReducedConverted for a 3-for-1 split |
| HRT Financial LP | 5,057 | $1.82M | 0.01% | −16,027−76.0% | ReducedConverted for a 3-for-1 split |
| Fort Washington Investment Advisors Inc | 5,065 | $1.82M | 0.01% | +70+1.4% | AddedConverted for a 3-for-1 split |
| Castleview Partners, LLC | 655,722 | $1.82M | 0.02% | +655,722 | New |
| Pensionfund DSM Netherlands | 5,100 | $1.83M | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Polaris Wealth Advisory Group, LLC | 5,138 | $1.85M | 0.11% | −6,736−56.7% | ReducedConverted for a 3-for-1 split |
| Texas Yale Capital Corp. | 5,170 | $1.86M | 0.09% | +85+1.7% | AddedConverted for a 3-for-1 split |
| Hollencrest Capital Management | 5,184 | $1.86M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Schaper Benz & Wise Investment Counsel Inc | 5,191 | $1.86M | 0.15% | +274+5.6% | AddedConverted for a 3-for-1 split |
| Bank of the West | 5,253 | $1.89M | 0.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| USA Financial Portformulas Corp | 5,280 | $1.90M | 1.63% | +5,274+87,900.0% | AddedConverted for a 3-for-1 split |
| Teza Capital Management LLC | 5,286 | $1.90M | 0.51% | +3,615+216.3% | AddedConverted for a 3-for-1 split |
| Bartlett & Co. LLC | 5,292 | $1.90M | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bartlett & Co. Wealth Management LLC | 5,292 | $1.90M | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Southern Capital Advisors, LLC | 5,294 | $1.90M | 1.18% | +5,294 | New |
| Stiles Financial Services Inc | 5,261 | $1.92M | 0.92% | +5,261 | New |
| First Bank & Trust | 5,387 | $1.94M | 0.81% | +83+1.6% | AddedConverted for a 3-for-1 split |
| RDA Financial Network | 5,396 | $1.94M | 0.79% | +4,487+493.6% | AddedConverted for a 3-for-1 split |
| King Luther Capital Management Corp | 5,406 | $1.94M | 0.01% | −273−4.8% | ReducedConverted for a 3-for-1 split |
| Comerica Securities,inc. | 5,406 | $1.94M | 0.12% | +2,712+100.7% | AddedConverted for a 3-for-1 split |
| Enterprise Bank & Trust Co | 5,424 | $1.95M | 0.68% | +48+0.9% | AddedConverted for a 3-for-1 split |
| Keel Point, LLC | 5,439 | $1.95M | 0.28% | +54+1.0% | AddedConverted for a 3-for-1 split |
| Whitener Capital Management, Inc. | 5,448 | $1.96M | 0.70% | +156+2.9% | AddedConverted for a 3-for-1 split |
| Redmond Asset Management, LLC | 5,451 | $1.96M | 0.55% | +600+12.4% | AddedConverted for a 3-for-1 split |
| Cerity Partners LLC | 5,494 | $1.96M | 0.03% | +2,917+113.2% | AddedConverted for a 3-for-1 split |
| Wetherby Asset Management Inc | 5,476 | $1.97M | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cresset Asset Management, LLC | 5,488 | $1.97M | 0.02% | +739+15.6% | AddedConverted for a 3-for-1 split |
| Burns J W & Co Inc | 5,486 | $1.97M | 0.29% | +656+13.6% | AddedConverted for a 3-for-1 split |
| PFG Advisors | 5,524 | $1.99M | 0.20% | +511+10.2% | AddedConverted for a 3-for-1 split |
| American National Insurance Co | 5,535 | $1.99M | 0.44% | −48,105−89.7% | ReducedConverted for a 3-for-1 split |
| Compagnie Lombard Odier SCmA | 5,555 | $2.00M | 0.04% | +176+3.3% | AddedConverted for a 3-for-1 split |
| Berger Financial Group, Inc | 5,577 | $2.00M | 0.27% | +1,854+49.8% | AddedConverted for a 3-for-1 split |
| Doliver Advisors, LP | 7,021 | $2.01M | 0.64% | −857−10.9% | ReducedConverted for a 3-for-1 split |
| Beacon Pointe Advisors, LLC | 5,726 | $2.06M | 0.05% | +740+14.8% | AddedConverted for a 3-for-1 split |
| MAI Capital Management | 5,727 | $2.06M | 0.03% | +2,697+89.0% | AddedConverted for a 3-for-1 split |
| AIA Group Ltd | 5,743 | $2.06M | 0.10% | +3,388+143.9% | AddedConverted for a 3-for-1 split |
| Williams Jones Wealth Management, LLC. | 5,808 | $2.09M | 0.03% | −63−1.1% | ReducedConverted for a 3-for-1 split |
| Proequities, Inc. | 5,856 | $2.10M | 0.12% | +234+4.2% | AddedConverted for a 3-for-1 split |
| IBM Retirement Fund | 5,899 | $2.12M | 0.26% | −4,103−41.0% | ReducedConverted for a 3-for-1 split |
| First Horizon Advisors, Inc. | 5,922 | $2.13M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| IndexIQ Advisors LLC | 5,934 | $2.13M | 0.07% | −180−2.9% | ReducedConverted for a 3-for-1 split |
| Stone Run Capital, LLC | 5,950 | $2.14M | 0.69% | +1,300+28.0% | AddedConverted for a 3-for-1 split |
| FORA Capital, LLC | 5,963 | $2.14M | 0.83% | +5,963 | New |
| Crescent Capital Consulting, LLC | 5,131 | $2.15M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Chapman Investment Management, LLC | 6,006 | $2.16M | 0.99% | −54−0.9% | ReducedConverted for a 3-for-1 split |
| Johanson Financial Advisors, Inc. | 6,032 | $2.17M | 0.66% | −235−3.7% | ReducedConverted for a 3-for-1 split |
| Empirical Finance, LLC | 6,079 | $2.18M | 0.26% | +1,630+36.6% | AddedConverted for a 3-for-1 split |
| IFP Advisors, Inc | 6,084 | $2.20M | 0.04% | +4,908+417.3% | AddedConverted for a 3-for-1 split |
| Hodges Capital Management Inc. | 6,184 | $2.22M | 0.16% | −260−4.0% | ReducedConverted for a 3-for-1 split |
| Derbend Asset Management | 6,225 | $2.24M | 2.18% | +897+16.8% | AddedConverted for a 3-for-1 split |
| Leonteq Securities AG | 6,234 | $2.24M | 0.10% | +1,512+32.0% | AddedConverted for a 3-for-1 split |