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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC | 1,440 | $517.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Contravisory Investment Management, Inc. | 1,431 | $514.0K | 0.14% | +180+14.4% | AddedConverted 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 |
| Biltmore Family Office, LLC | 1,422 | $511.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TSFG, LLC | 1,416 | $509.0K | 0.18% | −279−16.5% | ReducedConverted 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 |
| First Business Financial Services, Inc. | 1,410 | $507.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Griffin Asset Management, Inc. | 1,398 | $502.0K | 0.06% | +144+11.5% | AddedConverted for a 3-for-1 split |
| 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 |
| Vivid Financial Management, Inc. | 1,381 | $496.0K | 0.19% | +1,381 | New |
| Visionary Wealth Advisors | 1,369 | $492.0K | 0.04% | +325+31.1% | 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 |
| TrinityPoint Wealth, LLC | 1,357 | $488.0K | 0.09% | +145+12.0% | AddedConverted 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 |
| TFC Financial Management | 1,353 | $486.0K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Congress Wealth Management LLC | 1,352 | $485.0K | 0.01% | +1,352 | New |
| IVC Wealth Advisors LLC | 1,344 | $483.0K | 0.31% | +9+0.7% | AddedConverted 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 |
| Calamos Wealth Management LLC | 1,339 | $481.0K | 0.04% | −95−6.6% | ReducedConverted for a 3-for-1 split |
| Benchmark Investment Advisors LLC | 1,332 | $479.0K | 0.39% | +1,332 | New |
| Summit Financial, LLC | 1,332 | $478.6K | 0.04% | +99+8.0% | 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 |
| 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 |
| Paradigm Financial Partners, LLC | 1,320 | $474.0K | 0.10% | −2,586−66.2% | ReducedConverted 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 |
| Parsons Capital Management Inc | 1,314 | $472.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Financial Management Professionals, Inc. | 1,314 | $472.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ropes Wealth Advisors LLC | 1,308 | $470.0K | 0.08% | −255−16.3% | ReducedConverted for a 3-for-1 split |
| Tectonic Advisors LLC | 1,308 | $470.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Revolve Wealth Partners, LLC | 1,305 | $469.0K | 0.14% | +1,305 | New |
| We Are One Seven, LLC | 1,303 | $468.0K | 0.05% | −1,634−55.6% | ReducedConverted for a 3-for-1 split |
| Kiwi Wealth Investments Limited Partnership | 1,295 | $465.0K | 0.02% | −9,904−88.4% | ReducedConverted for a 3-for-1 split |
| Donaldson Capital Management, LLC | 1,292 | $464.0K | 0.02% | −127−8.9% | ReducedConverted for a 3-for-1 split |
| ZWJ Investment Counsel Inc | 1,266 | $455.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Advisors Capital Management, LLC | 1,266 | $455.0K | 0.01% | +99+8.5% | AddedConverted for a 3-for-1 split |
| Investmark Advisory Group LLC | 1,267 | $455.0K | 0.43% | +1,267 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,257 | $452.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Heritage Investment Group, Inc. | 1,257 | $452.0K | 0.36% | +1,257 | New |
| First National Bank of Hutchinson | 1,253 | $451.0K | 0.26% | +8+0.6% | AddedConverted for a 3-for-1 split |
| Boston Common Asset Management, LLC | 1,254 | $451.0K | 0.02% | +69+5.8% | AddedConverted for a 3-for-1 split |
| BSW Wealth Partners | 1,254 | $451.0K | 0.11% | +75+6.4% | AddedConverted for a 3-for-1 split |
| Hall Laurie J Trustee | 1,250 | $449.0K | 0.16% | −25−2.0% | ReducedConverted for a 3-for-1 split |
| Capital Investment Advisory Services, LLC | 1,248 | $448.0K | 0.05% | +78+6.7% | AddedConverted for a 3-for-1 split |
| Kingsview Wealth Management, LLC | 1,239 | $445.0K | 0.02% | −87−6.6% | ReducedConverted for a 3-for-1 split |
| V Wealth Advisors LLC | 1,236 | $444.0K | 0.07% | −117−8.6% | ReducedConverted for a 3-for-1 split |
| Lebenthal Global Advisors, LLC | 1,237 | $444.0K | 0.18% | +1,237 | New |
| WESPAC Advisors, LLC | 1,232 | $443.0K | 0.30% | +53+4.5% | AddedConverted for a 3-for-1 split |
| Delphia (USA) Inc. | 1,227 | $441.0K | 0.47% | +1,227 | New |
| Kercheville Advisors, LLC | 1,220 | $438.0K | 0.19% | −70−5.4% | ReducedConverted for a 3-for-1 split |
| Sittner & Nelson, LLC | 1,215 | $437.0K | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bank of Stockton | 1,210 | $435.0K | 0.13% | −245−16.8% | ReducedConverted for a 3-for-1 split |
| Kalos Management, Inc. | 1,017 | $434.0K | 0.12% | −1,977−66.0% | ReducedConverted for a 3-for-1 split |
| Norris Perne & French LLP | 1,209 | $434.0K | 0.03% | +60+5.2% | AddedConverted for a 3-for-1 split |
| Dearborn Partners LLC | 1,204 | $433.0K | 0.02% | −80−6.2% | ReducedConverted for a 3-for-1 split |
| Mitchell Sinkler & Starr | 1,200 | $431.0K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Castleark Management LLC | 1,200 | $431.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Triangle Securities Wealth Management | 1,200 | $431.0K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Heritage Wealth Advisors | 1,200 | $431.0K | 0.02% | +150+14.3% | AddedConverted for a 3-for-1 split |
| Stokes Family Office, LLC | 1,187 | $426.0K | 0.05% | +47+4.1% | AddedConverted for a 3-for-1 split |
| Rollins Financial | 1,180 | $424.0K | 0.12% | +1,180 | New |
| SkyView Investment Advisors, LLC | 1,174 | $422.0K | 0.09% | +1,174 | New |
| Dynamic Advisor Solutions LLC | 1,172 | $421.0K | 0.03% | +65+5.9% | AddedConverted for a 3-for-1 split |
| Desjardins Global Asset Management Inc. | 1,162 | $417.0K | 0.04% | +1,162 | New |
| SRS Capital Advisors, Inc. | 1,155 | $415.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rossmore Private Capital | 1,155 | $415.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TRUE Private Wealth Advisors | 1,157 | $415.0K | 0.06% | +89+8.3% | AddedConverted for a 3-for-1 split |
| HB Wealth Management, LLC | 1,155 | $415.0K | 0.01% | +1,155 | New |
| Ballentine Partners, LLC | 1,154 | $414.0K | 0.01% | +86+8.1% | AddedConverted for a 3-for-1 split |
| Principle Wealth Partners LLC | 1,149 | $413.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Synergy Financial Group, LTD | 1,149 | $413.0K | 0.37% | +1,149 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,144 | $411.0K | 0.03% | −20−1.7% | ReducedConverted for a 3-for-1 split |
| Graypoint LLC | 1,145 | $411.0K | 0.04% | +434+61.0% | AddedConverted for a 3-for-1 split |
| Gamble Jones Investment Counsel | 1,140 | $410.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Eastover Investment Advisors LLC | 1,137 | $409.0K | 0.24% | +138+13.8% | AddedConverted for a 3-for-1 split |
| Silverlake Wealth Management LLC | 1,134 | $407.4K | 0.22% | +1,134 | New |
| Values First Advisors, Inc. | 1,118 | $402.0K | 0.24% | +62+5.9% | AddedConverted for a 3-for-1 split |
| Crestwood Advisors Group LLC | 1,116 | $401.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vigilare Wealth Management | 1,113 | $400.0K | 0.24% | −201−15.3% | ReducedConverted for a 3-for-1 split |
| International Assets Investment Management, LLC | 1,107 | $398.0K | 0.07% | +45+4.2% | AddedConverted for a 3-for-1 split |
| Greytown Advisors Inc. | 1,106 | $397.0K | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rehmann Capital Advisory Group | 1,091 | $392.0K | 0.04% | −16−1.4% | ReducedConverted for a 3-for-1 split |
| Encompass Wealth Advisors, LLC | 1,089 | $391.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Private Wealth Advisors | 1,086 | $390.0K | 0.13% | −2,172−66.7% | ReducedConverted for a 3-for-1 split |
| Financial Perspectives, Inc | 1,080 | $388.0K | 0.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vaughan David Investments LLC | 1,077 | $387.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Scholtz & Company, LLC | 1,072 | $385.0K | 0.12% | −794−42.6% | ReducedConverted for a 3-for-1 split |
| Wade G W & Inc | 1,066 | $383.0K | 0.02% | +103+10.7% | AddedConverted for a 3-for-1 split |
| DRW Securities, LLC | 1,065 | $383.0K | 0.03% | +1,065 | New |
| M&G Investment Management Ltd | 1,059 | $380.0K | 0.00% | −27,420−96.3% | ReducedConverted for a 3-for-1 split |
| Great Diamond Partners, LLC | 1,059 | $380.0K | 0.10% | +54+5.4% | AddedConverted for a 3-for-1 split |
| Venturi Wealth Management, LLC | 1,059 | $380.0K | 0.03% | +1,059 | New |
| Cassady Schiller Wealth Management, LLC | 1,050 | $377.0K | 0.23% | +1,050 | New |
| Teamwork Financial Advisors, LLC | 1,043 | $375.0K | 0.07% | −514−33.0% | ReducedConverted for a 3-for-1 split |