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 |
|---|---|---|---|---|---|
| V2 Financial group LLC | 600 | $215.6K | 0.17% | +600 | New |
| Monticello Wealth Management, LLC | 597 | $214.0K | 0.02% | +597 | New |
| Corundum Group, Inc. | 586 | $211.0K | 0.14% | +586 | New |
| Rice Partnership, LLC | 585 | $210.0K | 0.06% | +585 | New |
| Qtron Investments LLC | 585 | $210.0K | 0.05% | +585 | New |
| Tru Independence Asset Management 2, LLC | 585 | $210.0K | 0.11% | +585 | New |
| Tyler-Stone Wealth Management | 585 | $210.0K | 0.11% | +585 | New |
| Insight Advisors, LLC | 581 | $209.0K | 0.06% | −1,156−66.6% | ReducedConverted for a 3-for-1 split |
| Ifrah Financial Services, Inc. | 583 | $209.0K | 0.06% | +583 | New |
| Burton Enright Welch | 577 | $207.3K | 0.14% | +577 | New |
| Chicago Capital, LLC | 576 | $207.0K | 0.01% | +576 | New |
| Index Fund Advisors, Inc. | 573 | $206.0K | 0.01% | +573 | New |
| Iron Financial, LLC | 567 | $204.0K | 0.09% | +567 | New |
| Strategic Financial Services, Inc, | 564 | $203.0K | 0.02% | +564 | New |
| Aspiriant, LLC | 567 | $203.0K | 0.01% | +567 | New |
| Trillium Asset Management, LLC | 561 | $202.0K | 0.00% | +561 | New |
| Stevens Capital Management LP | 559 | $201.0K | 0.05% | +559 | New |
| Conestoga Capital Advisors, LLC | 560 | $201.0K | 0.00% | +560 | New |
| EPG Wealth Management LLC | 558 | $200.0K | 0.07% | +558 | New |
| Byrne Asset Management LLC | 551 | $198.0K | 0.13% | +551 | New |
| Credential Qtrade Securities Inc. | 515 | $185.0K | 0.01% | +515 | New |
| NEXT Financial Group, Inc | 515 | $185.0K | 0.01% | −73−12.4% | ReducedConverted for a 3-for-1 split |
| Plante Moran Financial Advisors, LLC | 504 | $181.0K | 0.03% | −66−11.6% | ReducedConverted for a 3-for-1 split |
| Glassman Wealth Services | 495 | $178.0K | 0.03% | +123+33.1% | AddedConverted for a 3-for-1 split |
| Confluence Wealth Services, Inc. | 498 | $178.0K | 0.06% | +498 | New |
| Parkside Financial Bank & Trust | 492 | $177.0K | 0.04% | +24+5.1% | AddedConverted for a 3-for-1 split |
| Concord Wealth Partners | 481 | $173.0K | 0.04% | +292+154.5% | AddedConverted for a 3-for-1 split |
| Reilly Financial Advisors, LLC | 480 | $172.0K | 0.01% | +12+2.6% | AddedConverted for a 3-for-1 split |
| S.A. Mason LLC | 465 | $167.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seldon Capital LP | 462 | $166.0K | 0.11% | +462 | New |
| Blume Capital Management, Inc. | 459 | $165.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| BerganKDV Wealth Management, LLC | 456 | $164.0K | 0.02% | −300−39.7% | ReducedConverted for a 3-for-1 split |
| Covington Capital Management | 453 | $163.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Manhattan Co | 450 | $161.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Coastal Capital Group, Inc. | 443 | $159.0K | 0.04% | +23+5.5% | AddedConverted for a 3-for-1 split |
| Exane Derivatives | 436 | $156.6K | 0.04% | −335−43.5% | ReducedConverted for a 3-for-1 split |
| Charter Oak Capital Management, LLC | 435 | $156.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Clearstead Advisors, LLC | 430 | $154.0K | 0.01% | +31+7.8% | AddedConverted for a 3-for-1 split |
| Rowland & Co Investment Counsel | 426 | $153.1K | 0.03% | +426 | New |
| Farmers & Merchants Investments Inc | 426 | $153.0K | 0.01% | +6+1.4% | AddedConverted for a 3-for-1 split |
| Johnson Financial Group, Inc. | 414 | $149.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Trustcore Financial Services, LLC | 408 | $147.0K | 0.02% | −900−68.8% | ReducedConverted for a 3-for-1 split |
| Patriot Financial Group Insurance Agency, LLC | 397 | $143.0K | 0.02% | +37+10.3% | AddedConverted for a 3-for-1 split |
| West Paces Advisors Inc. | 387 | $139.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KB Financial Partners, LLC | 372 | $134.0K | 0.04% | +372 | New |
| Thompson Siegel & Walmsley LLC | 369 | $133.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kings Point Capital Management | 368 | $132.0K | 0.01% | +2+0.5% | AddedConverted for a 3-for-1 split |
| Carroll Investors, Inc | 369 | $131.0K | 0.07% | +369 | New |
| Brown, Lisle/Cummings, Inc. | 360 | $129.3K | 0.06% | +360 | New |
| EverSource Wealth Advisors, LLC | 357 | $129.0K | 0.04% | +357 | New |
| Anfield Capital Management, LLC | 355 | $128.0K | 0.04% | +319+886.1% | AddedConverted for a 3-for-1 split |
| Pinnacle Bancorp, Inc. | 348 | $125.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Massmutual Trust Co FSB | 341 | $123.0K | 0.00% | −22−6.1% | ReducedConverted for a 3-for-1 split |
| Tarbox Family Office, Inc. | 330 | $119.0K | 0.02% | +3+0.9% | AddedConverted for a 3-for-1 split |
| Baystate Wealth Management LLC | 327 | $118.0K | 0.01% | +30+10.1% | AddedConverted for a 3-for-1 split |
| First Personal Financial Services | 324 | $116.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sterling Investment Advisors, Ltd. | 318 | $114.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Versant Capital Management, Inc | 309 | $111.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Horan Securities, Inc. | 306 | $110.0K | 0.07% | +306 | New |
| Arlington Partners LLC | 300 | $108.0K | 0.03% | +48+19.0% | AddedConverted for a 3-for-1 split |
| Ellis Investment Partners, LLC | 300 | $107.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Portland Hill Asset Management Ltd | 297 | $107.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Deseret Mutual Benefit Administrators | 297 | $107.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Dixon Hughes Goodman Wealth Advisors LLC | 294 | $106.0K | 0.03% | +294 | New |
| Earnest Partners LLC | 278 | $100.0K | 0.00% | −181−39.4% | ReducedConverted for a 3-for-1 split |
| Carroll Financial Associates, Inc. | 277 | $100.0K | 0.01% | +19+7.4% | AddedConverted for a 3-for-1 split |
| Covestor Ltd | 278 | $100.0K | 0.14% | +278 | New |
| Allworth Financial LP | 275 | $99.0K | 0.00% | +170+161.9% | AddedConverted for a 3-for-1 split |
| Sycomore Asset Management | 269 | $98.0K | 0.02% | +269 | New |
| AGF Investments LLC | 271 | $97.0K | 0.01% | +271 | New |
| Total Clarity Wealth Management, Inc. | 268 | $96.0K | 0.04% | +7+2.7% | AddedConverted for a 3-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 265 | $96.0K | 0.00% | +124+87.9% | AddedConverted for a 3-for-1 split |
| Glen Eagle Advisors, LLC | 264 | $94.9K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Center for Financial Planning, Inc. | 261 | $94.0K | 0.02% | +3+1.2% | AddedConverted for a 3-for-1 split |
| Delos Wealth Advisors, LLC | 261 | $94.0K | 0.09% | +51+24.3% | AddedConverted for a 3-for-1 split |
| Rosenberg Matthew Hamilton | 255 | $92.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Carolinas Wealth Consulting LLC | 253 | $91.0K | 0.02% | +244+2,711.1% | AddedConverted for a 3-for-1 split |
| Koshinski Asset Management, Inc. | 429 | $89.2K | 0.01% | −348−44.8% | ReducedConverted for a 3-for-1 split |
| Capstone Investment Advisors, LLC | 249 | $89.0K | 0.00% | +249 | New |
| Sugarloaf Wealth Management, LLC | 244 | $88.0K | 0.02% | +106+76.8% | AddedConverted for a 3-for-1 split |
| Sofos Investments, Inc. | 1,077 | $88.0K | 0.01% | +1,077 | New |
| Tortoise Investment Management, LLC | 243 | $87.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sandy Cove Advisors, LLC | 241 | $87.0K | 0.07% | +241 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 240 | $86.0K | 0.04% | −240−50.0% | ReducedConverted for a 3-for-1 split |
| Cambridge Trust Co | 237 | $86.0K | 0.00% | +237 | New |
| North Star Investment Management Corp. | 237 | $85.0K | 0.01% | −18−7.1% | ReducedConverted for a 3-for-1 split |
| Equitec Proprietary Markets, LLC | 230 | $83.0K | 0.04% | +230 | New |
| FAI Wealth Management | 231 | $82.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gemmer Asset Management LLC | 228 | $82.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Itau Unibanco Holding S.A. | 225 | $82.0K | 0.00% | +12+5.6% | AddedConverted for a 3-for-1 split |
| Pin Oak Investment Advisors Inc | 216 | $78.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Eagle Bay Advisors LLC | 215 | $77.0K | 0.05% | −88−29.0% | ReducedConverted for a 3-for-1 split |
| Toth Financial Advisory Corp | 210 | $75.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Selective Wealth Management, Inc. | 207 | $74.0K | 0.03% | −150−42.0% | ReducedConverted for a 3-for-1 split |
| Mark Sheptoff Financial Planning, LLC | 200 | $72.0K | 0.03% | −400−66.7% | ReducedConverted for a 3-for-1 split |
| Ten Capital Wealth Advisors, LLC | 201 | $72.0K | 0.03% | +81+67.5% | AddedConverted for a 3-for-1 split |
| Catalyst Capital Advisors LLC | 198 | $71.0K | 0.00% | −15−7.0% | ReducedConverted for a 3-for-1 split |
| Private Capital Group, LLC | 189 | $68.0K | 0.01% | +21+12.5% | AddedConverted for a 3-for-1 split |
| PrairieView Partners, LLC | 180 | $65.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Milestone Resources Group Ltd | 174 | $63.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |