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 |
|---|---|---|---|---|---|
| First United Bank Trust | 2,084 | $749.0K | 0.28% | +341+19.6% | AddedConverted 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 |
| Seeyond | 2,067 | $742.0K | 0.07% | 00.0% | UnchangedConverted 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 |
| 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 |
| HBK Sorce Advisory LLC | 2,053 | $738.0K | 0.04% | +49+2.4% | AddedConverted for a 3-for-1 split |
| SeaCrest Wealth Management, LLC | 2,035 | $731.0K | 0.08% | +244+13.6% | AddedConverted for a 3-for-1 split |
| Hamilton Capital, LLC | 2,024 | $727.0K | 0.06% | +2,024 | New |
| Moseley Investment Management Inc | 2,020 | $726.0K | 0.33% | +19+0.9% | AddedConverted for a 3-for-1 split |
| Schrum Private Wealth Management LLC | 2,019 | $725.0K | 0.66% | +2,019 | New |
| Spears Abacus Advisors LLC | 2,010 | $722.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Western Wealth Management, LLC | 1,997 | $717.0K | 0.07% | +1,997 | New |
| Pathstone Family Office, LLC | 1,994 | $715.0K | 0.02% | +386+24.0% | AddedConverted for a 3-for-1 split |
| Connectus Wealth, LLC | 1,967 | $707.0K | 0.03% | +1,967 | New |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 1,914 | $688.0K | 0.10% | 00.0% | UnchangedConverted 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 |
| GYL Financial Synergies, LLC | 1,890 | $679.0K | 0.18% | +111+6.2% | 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 |
| Financial Consulate, Inc | 1,856 | $667.0K | 0.23% | +185+11.1% | AddedConverted 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 |
| 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 |
| Savant Capital, LLC | 1,843 | $662.0K | 0.02% | +181+10.9% | AddedConverted for a 3-for-1 split |
| Archer Investment Corp | 1,826 | $655.9K | 0.22% | −409−18.3% | ReducedConverted 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 |
| Main Street Financial Solutions, LLC | 1,806 | $649.0K | 0.09% | −231−11.3% | ReducedConverted for a 3-for-1 split |
| Belpointe Asset Management LLC | 1,805 | $649.0K | 0.04% | +863+91.6% | AddedConverted 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 |
| Tower Bridge Advisors | 1,800 | $646.7K | 0.04% | −3,600−66.7% | ReducedConverted for a 3-for-1 split |
| Western Pacific Wealth Management, LP | 1,800 | $646.0K | 0.42% | +1,800 | New |
| Camarda Financial Advisors, LLC | 1,781 | $640.0K | 0.36% | +1,781 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,779 | $639.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Pacific Advisors, LP | 1,776 | $638.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Simplify Asset Management Inc. | 1,773 | $637.0K | 0.08% | +1,773 | 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 |
| 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 |
| 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 |
| Mizuho Securities Co. Ltd. | 1,754 | $630.0K | 0.23% | −4,090−70.0% | ReducedConverted for a 3-for-1 split |
| Buckingham Strategic Partners | 1,751 | $629.0K | 0.13% | +1,751 | New |
| 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 |
| Prospera Financial Services Inc | 1,713 | $616.0K | 0.03% | +621+56.9% | AddedConverted for a 3-for-1 split |
| Forum Financial Management, LP | 1,712 | $615.0K | 0.03% | +1,712 | New |
| Waters Parkerson & Co., LLC | 1,705 | $613.0K | 0.03% | +52+3.1% | AddedConverted for a 3-for-1 split |
| GraniteShares Advisors LLC | 1,704 | $612.0K | 0.28% | +1,704 | New |
| Personal Capital Advisors Corp | 1,748 | $608.0K | 0.00% | +275+18.7% | 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 |
| Ellevest, Inc. | 1,681 | $604.0K | 0.05% | +61+3.8% | 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 |
| Verdence Capital Advisors LLC | 1,669 | $600.0K | 0.07% | +13+0.8% | AddedConverted for a 3-for-1 split |
| Bellecapital International Ltd. | 1,668 | $599.0K | 0.17% | +1,668 | New |
| RB Capital Management, LLC | 1,662 | $597.0K | 0.19% | +171+11.5% | AddedConverted for a 3-for-1 split |
| Cowen and Company, LLC | 1,654 | $594.0K | 0.06% | +1,654 | New |
| Resources Management Corp | 1,650 | $593.0K | 0.08% | 00.0% | UnchangedConverted 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 |
| Bank Hapoalim BM | 1,642 | $590.0K | 0.06% | −206−11.1% | ReducedConverted 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 |
| Auxano Advisors, LLC | 1,608 | $578.0K | 0.26% | 00.0% | UnchangedConverted for a 3-for-1 split |
| WFA of San Diego, LLC | 1,605 | $577.0K | 0.34% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Machina Capital S.A.S. | 1,600 | $575.0K | 1.39% | +1,600 | New |
| 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 |
| Wealthspire Advisors, LLC | 1,565 | $562.0K | 0.01% | −103−6.2% | ReducedConverted for a 3-for-1 split |
| 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 |
| Pine Haven Investment Counsel, Inc | 1,555 | $559.0K | 0.52% | +1,555 | New |
| HCR Wealth Advisors | 1,549 | $557.0K | 0.09% | +94+6.5% | AddedConverted 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 |
| Arete Wealth Advisors, LLC | 1,536 | $553.0K | 0.05% | −90−5.5% | 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 |
| Caldwell Trust Co | 1,527 | $548.7K | 0.06% | −66−4.1% | ReducedConverted 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 |
| Samalin Investment Counsel, LLC | 1,497 | $538.0K | 0.32% | +93+6.6% | AddedConverted 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 |
| Proficio Capital Partners LLC | 1,483 | $533.0K | 0.07% | −20−1.3% | ReducedConverted for a 3-for-1 split |
| Graham Capital Management, L.P. | 1,478 | $531.0K | 0.03% | +1,478 | New |
| Fulton Bank, N.A. | 1,475 | $530.0K | 0.02% | +377+34.3% | AddedConverted 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 |
| Paradigm Asset Management Co LLC | 1,450 | $521.0K | 0.13% | −200−12.1% | ReducedConverted 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 |
| Cordasco Financial Network | 1,440 | $517.0K | 0.32% | 00.0% | UnchangedConverted for a 3-for-1 split |