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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,040 | $373.0K | 0.01% | +1,040 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,297 | $372.0K | 0.24% | +1,297 | New |
| Systematic Alpha Investments, LLC | 1,029 | $370.0K | 0.02% | −2,076−66.9% | ReducedConverted for a 3-for-1 split |
| Mayflower Financial Advisors, LLC | 1,029 | $370.0K | 0.05% | −2,058−66.7% | ReducedConverted for a 3-for-1 split |
| Palisade Asset Management, LLC | 1,029 | $370.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Acropolis Investment Management, LLC | 1,029 | $370.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| McKinley Carter Wealth Services, Inc. | 1,029 | $370.0K | 0.03% | +12+1.2% | AddedConverted for a 3-for-1 split |
| Valeo Financial Advisors, LLC | 1,031 | $370.0K | 0.02% | +623+152.7% | AddedConverted for a 3-for-1 split |
| Founders Financial Securities LLC | 1,030 | $370.0K | 0.07% | +1,030 | New |
| Hendershot Investments Inc. | 1,031 | $370.0K | 0.06% | +1,031 | New |
| Bailard, Inc. | 1,026 | $369.0K | 0.01% | +1,026 | New |
| LVW Advisors, LLC | 1,023 | $368.0K | 0.06% | −171−14.3% | ReducedConverted for a 3-for-1 split |
| True North Advisors, LLC | 1,021 | $366.0K | 0.06% | +31+3.1% | AddedConverted for a 3-for-1 split |
| Veracity Capital LLC | 1,017 | $365.0K | 0.15% | −150−12.9% | ReducedConverted for a 3-for-1 split |
| Geller Advisors LLC | 1,012 | $364.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Northstar Group, Inc. | 1,000 | $359.0K | 0.09% | −500−33.3% | ReducedConverted for a 3-for-1 split |
| Zeke Capital Advisors, LLC | 996 | $358.0K | 0.02% | +996 | New |
| AIMZ Investment Advisors, LLC | 990 | $356.0K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Accredited Investors Inc. | 984 | $354.0K | 0.03% | +6+0.6% | AddedConverted for a 3-for-1 split |
| Amica Retiree Medical Trust | 979 | $352.0K | 0.30% | −161−14.1% | ReducedConverted for a 3-for-1 split |
| Halbert Hargrove Global Advisors, LLC | 981 | $352.0K | 0.02% | +9+0.9% | AddedConverted for a 3-for-1 split |
| Renasant Bank | 978 | $351.0K | 0.24% | +978 | New |
| Davenport & Co LLC | 972 | $349.0K | 0.00% | −3,015−75.6% | ReducedConverted for a 3-for-1 split |
| PFS Investments Inc. | 971 | $349.0K | 0.01% | +971 | New |
| Finer Wealth Management, Inc. | 972 | $349.0K | 0.29% | +972 | New |
| Integrated Advisors Network LLC | 970 | $348.0K | 0.02% | +124+14.7% | AddedConverted for a 3-for-1 split |
| Psagot Value Holdings Ltd. / (Israel) | 965 | $347.0K | 0.07% | −2,380−71.2% | ReducedConverted for a 3-for-1 split |
| LexAurum Advisors, LLC | 966 | $347.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| NorthRock Partners, LLC | 966 | $347.0K | 0.03% | +966 | New |
| Glenview Trust Co | 960 | $345.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Parcion Private Wealth LLC | 1,109 | $344.0K | 0.03% | −2,110−65.5% | ReducedConverted for a 3-for-1 split |
| Guyasuta Investment Advisors Inc | 948 | $341.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fortitude Advisory Group L.L.C. | 949 | $341.0K | 0.17% | +949 | New |
| Ipswich Investment Management Co., Inc. | 945 | $340.0K | 0.08% | −30−3.1% | ReducedConverted for a 3-for-1 split |
| Ullmann Financial Group, Inc. | 945 | $340.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Diversified, LLC | 945 | $340.0K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Aaron Wealth Advisors | 941 | $338.0K | 0.09% | +143+17.9% | AddedConverted for a 3-for-1 split |
| Hall Capital Management Co Inc | 937 | $337.0K | 0.19% | −74−7.3% | ReducedConverted for a 3-for-1 split |
| Evercore Wealth Management, LLC | 933 | $336.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TCI Wealth Advisors, Inc. | 931 | $335.0K | 0.05% | −5−0.5% | ReducedConverted for a 3-for-1 split |
| Farmers & Merchants Trust Co of Long Beach | 930 | $334.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Midwest Professional Planners, LTD. | 925 | $332.0K | 0.16% | +31+3.5% | AddedConverted for a 3-for-1 split |
| Harbour Investments, Inc. | 922 | $331.0K | 0.02% | −644−41.1% | ReducedConverted for a 3-for-1 split |
| Jacobson & Schmitt Advisors, LLC | 921 | $331.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Two Sigma Securities, LLC | 920 | $331.0K | 0.06% | +920 | New |
| Marcum Wealth, LLC | 903 | $324.0K | 0.05% | +903 | New |
| Boston Family Office LLC | 899 | $323.0K | 0.02% | −85−8.6% | ReducedConverted for a 3-for-1 split |
| Ferguson Wellman Capital Management, Inc | 900 | $323.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Rosenblum Silverman Sutton S F Inc | 900 | $323.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Northstar Asset Management LLC | 900 | $323.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Yorktown Management & Research Co Inc | 900 | $323.0K | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Callahan Advisors, LLC | 900 | $323.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Parkside Investments, LLC | 900 | $323.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Capital Financial Planning, LLC | 900 | $323.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sanford Advisory Services, LLC | 900 | $323.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cross Staff Investments Inc | 900 | $323.0K | 0.29% | +900 | New |
| Arkadios Wealth Advisors | 896 | $322.0K | 0.04% | −16−1.8% | ReducedConverted for a 3-for-1 split |
| 44 Wealth Management LLC | 894 | $321.0K | 0.11% | −117−11.6% | ReducedConverted for a 3-for-1 split |
| RMR Wealth Builders | 883 | $317.0K | 0.09% | −4,355−83.1% | ReducedConverted for a 3-for-1 split |
| United Capital Management of KS, Inc. | 882 | $317.0K | 0.12% | −9−1.0% | ReducedConverted for a 3-for-1 split |
| ICICI Prudential Asset Management Co Ltd | 881 | $317.0K | 0.04% | +881 | New |
| Barings LLC | 880 | $316.0K | 0.01% | −104−10.6% | ReducedConverted for a 3-for-1 split |
| Goepper Burkhardt LLC | 879 | $316.0K | 0.19% | +15+1.7% | AddedConverted for a 3-for-1 split |
| Evoke Wealth, LLC | 879 | $316.0K | 0.01% | +702+396.6% | AddedConverted for a 3-for-1 split |
| Seaport Global Advisors, LLC | 880 | $316.0K | 0.43% | +880 | New |
| Cobblestone Capital Advisors LLC | 876 | $315.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vienna Asset Management LLC | 874 | $314.0K | 0.29% | +874 | New |
| Pachira Investments Inc. | 871 | $313.0K | 0.20% | +7+0.8% | AddedConverted for a 3-for-1 split |
| Symphony Financial, Ltd. Co. | 867 | $312.0K | 0.09% | +93+12.0% | AddedConverted for a 3-for-1 split |
| Drive Wealth Management, LLC | 866 | $311.0K | 0.27% | +866 | New |
| Mutual Advisors, LLC | 863 | $310.0K | 0.02% | +86+11.1% | AddedConverted for a 3-for-1 split |
| Glassy Mountain Advisors, Inc. | 863 | $310.0K | 0.16% | +863 | New |
| ProVise Management Group, LLC | 861 | $309.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kavar Capital Partners Group, LLC | 855 | $307.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| 9258 Wealth Management, LLC | 852 | $306.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| NorthCrest Asset Manangement, LLC | 852 | $306.0K | 0.02% | +852 | New |
| Americana Partners, LLC | 849 | $305.0K | 0.06% | +33+4.0% | AddedConverted for a 3-for-1 split |
| AMG National Trust Bank | 850 | $305.0K | 0.01% | +850 | New |
| Altfest L J & Co Inc | 845 | $304.0K | 0.06% | −157−15.7% | ReducedConverted for a 3-for-1 split |
| Adviser Investments LLC | 847 | $304.0K | 0.02% | −35−4.0% | ReducedConverted for a 3-for-1 split |
| Echo45 Advisors LLC | 845 | $304.0K | 0.24% | +845 | New |
| Legacy Financial Advisors, Inc. | 843 | $303.0K | 0.07% | +114+15.6% | AddedConverted for a 3-for-1 split |
| Avidian Wealth Solutions, LLC | 840 | $302.0K | 0.02% | +51+6.5% | AddedConverted for a 3-for-1 split |
| Transcend Wealth Collective, LLC | 839 | $301.0K | 0.03% | −1,579−65.3% | ReducedConverted for a 3-for-1 split |
| West Family Investments, Inc. | 839 | $301.0K | 0.08% | −7−0.8% | ReducedConverted for a 3-for-1 split |
| Childress Capital Advisors, LLC | 838 | $301.0K | 0.12% | +16+1.9% | AddedConverted for a 3-for-1 split |
| Coastal Investment Advisors, Inc. | 832 | $299.0K | 0.07% | +10+1.2% | AddedConverted for a 3-for-1 split |
| Purus Wealth Management, LLC | 824 | $296.0K | 0.19% | +824 | New |
| Smith & Howard Wealth Management, LLC | 822 | $295.0K | 0.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mizuho Markets Cayman LP | 822 | $295.0K | 0.03% | +822 | New |
| Wedmont Private Capital | 935 | $293.0K | 0.09% | +935 | New |
| Clarus Group, Inc. | 900 | $292.0K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Integrated Investment Consultants, LLC | 813 | $292.0K | 0.08% | −30−3.6% | ReducedConverted for a 3-for-1 split |
| Keudell/Morrison Wealth Management | 813 | $292.0K | 0.12% | +813 | New |
| Holderness Investments Co | 804 | $289.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Oak Harbor Wealth Partners, LLC | 801 | $288.0K | 0.10% | +801 | New |
| Patron Partners Advisors, LLC | 800 | $287.0K | 0.19% | +92+13.0% | AddedConverted for a 3-for-1 split |
| State of Wyoming | 787 | $283.0K | 0.13% | −14−1.7% | ReducedConverted for a 3-for-1 split |
| 55I, LLC | 782 | $281.0K | 0.01% | +104+15.3% | AddedConverted for a 3-for-1 split |
| IHT Wealth Management, LLC | 781 | $281.0K | 0.02% | +781 | New |