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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 781 | $280.0K | 0.02% | −4,100−84.0% | ReducedConverted for a 3-for-1 split |
| Commons Capital, LLC | 778 | $280.0K | 0.28% | +778 | New |
| Brasada Capital Management, LP | 908 | $279.0K | 0.05% | +8+0.9% | AddedConverted for a 3-for-1 split |
| Wesbanco Bank Inc | 777 | $279.0K | 0.01% | −66−7.8% | ReducedConverted for a 3-for-1 split |
| Greenline Partners, LLC | 774 | $278.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Magnus Financial Group LLC | 770 | $277.0K | 0.05% | +8+1.0% | AddedConverted for a 3-for-1 split |
| Mather Group, LLC. | 767 | $276.0K | 0.01% | +53+7.4% | AddedConverted for a 3-for-1 split |
| Altshuler Shaham Ltd | 765 | $275.0K | 0.01% | −156−16.9% | ReducedConverted for a 3-for-1 split |
| Journey Strategic Wealth LLC | 763 | $274.0K | 0.03% | +763 | New |
| ASB Consultores, LLC | 762 | $274.0K | 0.14% | +762 | New |
| Cypress Capital Group | 758 | $273.0K | 0.03% | −832−52.3% | ReducedConverted for a 3-for-1 split |
| Valmark Advisers, Inc. | 760 | $273.0K | 0.00% | −143−15.8% | ReducedConverted for a 3-for-1 split |
| Benjamin Edwards Inc | 759 | $273.0K | 0.09% | +759 | New |
| Edge Capital Group, LLC | 754 | $271.0K | 0.02% | +754 | New |
| People's United Financial, Inc. | 746 | $268.0K | 0.01% | −25−3.2% | ReducedConverted for a 3-for-1 split |
| Dodge & Cox | 747 | $268.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| West Bancorporation Inc | 747 | $268.0K | 0.21% | +747 | New |
| Affinity Capital Advisors, LLC | 742 | $267.0K | 0.08% | −8−1.1% | ReducedConverted for a 3-for-1 split |
| Great Valley Advisor Group, Inc. | 567 | $266.0K | 0.02% | −270−32.3% | ReducedConverted for a 3-for-1 split |
| Fieldpoint Private Securities, LLC | 741 | $266.0K | 0.05% | +15+2.1% | AddedConverted for a 3-for-1 split |
| Tdam USA Inc. | 738 | $265.0K | 0.02% | +30+4.2% | AddedConverted for a 3-for-1 split |
| CVA Family Office, LLC | 738 | $265.0K | 0.07% | +738 | New |
| Tufton Capital Management | 735 | $264.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kelly Lawrence W & Associates Inc | 732 | $263.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Investment Partners, Ltd. | 733 | $263.0K | 0.11% | +733 | New |
| First Affirmative Financial Network | 729 | $262.0K | 0.24% | +63+9.5% | AddedConverted for a 3-for-1 split |
| Regent Peak Wealth Advisors LLC | 727 | $261.0K | 0.07% | −17−2.3% | ReducedConverted for a 3-for-1 split |
| Paragon Wealth Strategies, LLC | 726 | $261.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Prio Wealth Limited Partnership | 720 | $259.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BT Wealth Management LLC | 720 | $259.0K | 0.07% | +18+2.6% | AddedConverted for a 3-for-1 split |
| Wealth Management Partners, LLC | 1,000 | $257.0K | 0.18% | +298+42.5% | AddedConverted for a 3-for-1 split |
| Clear Perspective Advisors, LLC | 715 | $257.0K | 0.08% | +715 | New |
| Howard Financial Services, Ltd. | 712 | $256.0K | 0.08% | −29−3.9% | ReducedConverted for a 3-for-1 split |
| Stock Yards Bank & Trust Co | 708 | $255.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Midwest Bank Trust Division | 708 | $254.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Knights of Columbus Asset Advisors LLC | 702 | $252.0K | 0.02% | +702 | New |
| First National Bank of Omaha | 699 | $251.0K | 0.01% | −6−0.9% | ReducedConverted for a 3-for-1 split |
| Blue Fin Capital, Inc. | 699 | $251.0K | 0.07% | +699 | New |
| Brandywine Oak Private Wealth LLC | 696 | $250.0K | 0.03% | −186−21.1% | ReducedConverted for a 3-for-1 split |
| Chesapeake Wealth Management | 694 | $249.0K | 0.08% | −8−1.1% | ReducedConverted for a 3-for-1 split |
| NewEdge Wealth, LLC | 692 | $249.0K | 0.01% | +692 | New |
| Magellan Asset Management Ltd | 690 | $248.0K | 0.00% | +117+20.4% | AddedConverted for a 3-for-1 split |
| Lake Street Financial LLC | 689 | $248.0K | 0.04% | +689 | New |
| Meritage Portfolio Management | 687 | $247.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Foster & Motley Inc | 687 | $247.0K | 0.02% | +39+6.0% | AddedConverted for a 3-for-1 split |
| Intersect Capital LLC | 684 | $246.0K | 0.05% | −45−6.2% | ReducedConverted for a 3-for-1 split |
| Bremer Bank National Association | 684 | $245.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hemenway Trust Co LLC | 678 | $244.0K | 0.02% | +24+3.7% | AddedConverted for a 3-for-1 split |
| Gladstone Institutional Advisory LLC | 676 | $243.0K | 0.02% | −3,833−85.0% | ReducedConverted for a 3-for-1 split |
| Sustainable Insight Capital Management, LLC | 676 | $243.0K | 0.13% | −50−6.9% | ReducedConverted for a 3-for-1 split |
| Penobscot Investment Management Company, Inc. | 675 | $243.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Heritage Way Advisors, LLC | 675 | $243.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Five Oceans Advisors | 676 | $243.0K | 0.21% | +13+2.0% | AddedConverted for a 3-for-1 split |
| Vestor Capital, LLC | 675 | $243.0K | 0.02% | +165+32.4% | AddedConverted for a 3-for-1 split |
| Viewpoint Capital Management LLC | 675 | $243.0K | 0.18% | +675 | New |
| Kowal Investment Group, LLC | 673 | $242.0K | 0.07% | +232+52.6% | AddedConverted for a 3-for-1 split |
| IFG Advisory, LLC | 671 | $241.0K | 0.02% | −73−9.8% | ReducedConverted for a 3-for-1 split |
| Laird Norton Trust Company, LLC | 671 | $241.0K | 0.02% | −22−3.2% | ReducedConverted for a 3-for-1 split |
| Tradition Wealth Management, LLC | 672 | $241.0K | 0.03% | +30+4.7% | AddedConverted for a 3-for-1 split |
| Essex Private Wealth Management, LLC | 660 | $237.0K | 0.20% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Reuter James Wealth Management, LLC | 661 | $237.0K | 0.09% | +661 | New |
| MONECO Advisors, LLC | 828 | $236.0K | 0.09% | −48−5.5% | ReducedConverted for a 3-for-1 split |
| Procyon Private Wealth Partners, LLC | 658 | $236.0K | 0.05% | +658 | New |
| Platform Technology Partners | 658 | $236.0K | 0.10% | +658 | New |
| Successful Portfolios LLC | 653 | $235.0K | 0.13% | −19−2.8% | ReducedConverted for a 3-for-1 split |
| Mokosak Advisory Group, LLC | 654 | $235.0K | 0.09% | +30+4.8% | AddedConverted for a 3-for-1 split |
| Capital Market Strategies LLC | 654 | $235.0K | 0.19% | +654 | New |
| FirstPurpose Wealth LLC | 654 | $235.0K | 0.15% | +654 | New |
| BLB&B Advisors, LLC | 648 | $233.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Latitude Advisors, LLC | 648 | $233.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| TD Private Client Wealth LLC | 647 | $232.5K | 0.01% | −37−5.4% | ReducedConverted for a 3-for-1 split |
| Spectrum Management Group, LLC | 645 | $232.0K | 0.03% | −276−30.0% | ReducedConverted for a 3-for-1 split |
| Oarsman Capital, Inc. | 646 | $232.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Redhawk Wealth Advisors, Inc. | 645 | $232.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Balasa Dinverno & Foltz LLC | 644 | $231.0K | 0.01% | +8+1.3% | AddedConverted for a 3-for-1 split |
| Traverso Chambers Private Wealth Management, LLC | 639 | $230.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Roberts Glore & Co Inc | 636 | $229.0K | 0.06% | +636 | New |
| Mitchell McLeod Pugh & Williams Inc | 629 | $226.0K | 0.07% | +629 | New |
| Ascent Group, LLC | 839 | $226.0K | 0.03% | +839 | New |
| UMA Financial Services, Inc. | 695 | $225.0K | 0.06% | −1,390−66.7% | ReducedConverted for a 3-for-1 split |
| AdvisorNet Financial, Inc | 626 | $225.0K | 0.01% | +416+198.1% | AddedConverted for a 3-for-1 split |
| Lenox Wealth Advisors, LLC | 624 | $224.0K | 0.03% | +24+4.0% | AddedConverted for a 3-for-1 split |
| Freedman Financial Associates, Inc. | 620 | $223.0K | 0.15% | −100−13.9% | ReducedConverted for a 3-for-1 split |
| All Season Financial Advisors, Inc. | 620 | $223.0K | 0.16% | +620 | New |
| Laffer Tengler Investments | 618 | $222.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Highland Private Wealth Management | 617 | $222.0K | 0.03% | +617 | New |
| Meadow Creek Wealth Advisors LLC | 614 | $221.0K | 0.21% | +614 | New |
| Trust Co | 612 | $220.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Smithfield Trust Co | 615 | $219.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Vicus Capital | 874 | $219.0K | 0.02% | +874 | New |
| Opal Wealth Advisors, LLC | 610 | $219.0K | 0.14% | +610 | New |
| Spinnaker Investment Group, LLC | 745 | $219.0K | 0.08% | +745 | New |
| Warren Averett Asset Management, LLC | 765 | $217.0K | 0.02% | −1,332−63.5% | ReducedConverted for a 3-for-1 split |
| GM Advisory Group, Inc. | 603 | $217.0K | 0.02% | +603 | New |
| Washington Trust Co | 601 | $216.0K | 0.01% | −15,356−96.2% | ReducedConverted for a 3-for-1 split |
| Capital Investment Counsel, Inc | 600 | $216.0K | 0.04% | −1,200−66.7% | ReducedConverted for a 3-for-1 split |
| Full Sail Capital, LLC | 819 | $216.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Goodwin Daniel L | 600 | $216.0K | 0.09% | +600 | New |
| Punch & Associates Investment Management, Inc. | 600 | $216.0K | 0.01% | +600 | New |
| Arnhold LLC | 600 | $216.0K | 0.02% | +600 | New |