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 |
|---|---|---|---|---|---|
| Dowling & Yahnke LLC | 7,317 | $2.63M | 0.13% | +816+12.6% | AddedConverted for a 3-for-1 split |
| National Bank of Canada | 7,313 | $2.63M | 0.01% | +7,313 | New |
| WealthPLAN Partners, LLC | 9,054 | $2.57M | 0.17% | −16,173−64.1% | ReducedConverted for a 3-for-1 split |
| Terra Nova Asset Management LLC | 7,151 | $2.57M | 1.92% | −100−1.4% | ReducedConverted for a 3-for-1 split |
| Icon Wealth Partners, LLC | 7,137 | $2.56M | 0.26% | +219+3.2% | AddedConverted for a 3-for-1 split |
| EP Wealth Advisors, LLC | 7,128 | $2.56M | 0.06% | −87−1.2% | ReducedConverted for a 3-for-1 split |
| Andrew Hill Investment Advisors, Inc. | 7,130 | $2.56M | 2.39% | +7,130 | New |
| Canal Capital Management, LLC | 7,101 | $2.55M | 0.62% | +132+1.9% | AddedConverted for a 3-for-1 split |
| Azzad Asset Management Inc | 7,086 | $2.55M | 0.34% | −45−0.6% | ReducedConverted for a 3-for-1 split |
| Illinois Municipal Retirement Fund | 7,058 | $2.54M | 0.07% | +1,322+23.0% | AddedConverted for a 3-for-1 split |
| Scott & Selber, Inc. | 7,040 | $2.53M | 0.90% | 00.0% | UnchangedConverted for a 3-for-1 split |
| RMB Capital Management, LLC | 6,987 | $2.51M | 0.08% | −1,971−22.0% | ReducedConverted for a 3-for-1 split |
| Brewin Dolphin Ltd | 6,979 | $2.51M | 0.11% | +1,873+36.7% | AddedConverted for a 3-for-1 split |
| Gotham Asset Management, LLC | 6,951 | $2.50M | 0.08% | −1,356−16.3% | ReducedConverted for a 3-for-1 split |
| Townsend & Associates, Inc | 8,087 | $2.49M | 1.36% | −16,177−66.7% | ReducedConverted for a 3-for-1 split |
| Summit Place Financial Advisors, LLC | 6,912 | $2.48M | 1.72% | −264−3.7% | ReducedConverted for a 3-for-1 split |
| Front Row Advisors LLC | 6,858 | $2.46M | 0.92% | +249+3.8% | AddedConverted for a 3-for-1 split |
| O'Shaughnessy Asset Management, LLC | 6,824 | $2.45M | 0.04% | −421−5.8% | ReducedConverted for a 3-for-1 split |
| American National Registered Investment Advisor, Inc. | 6,815 | $2.45M | 0.81% | 00.0% | UnchangedConverted for a 3-for-1 split |
| PKO Investment Management Joint-Stock Co | 6,815 | $2.45M | 0.28% | +6,815 | New |
| Schechter Investment Advisors, LLC | 6,803 | $2.44M | 0.22% | +6,803 | New |
| Geneos Wealth Management Inc. | 6,801 | $2.44M | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Meiji Yasuda Life Insurance Co | 6,766 | $2.43M | 0.04% | +397+6.2% | AddedConverted for a 3-for-1 split |
| Verition Fund Management LLC | 6,702 | $2.41M | 0.03% | +6,702 | New |
| Reynders McVeigh Capital Management, LLC | 6,654 | $2.39M | 0.14% | −318−4.6% | ReducedConverted for a 3-for-1 split |
| Dakota Wealth Management | 6,614 | $2.38M | 0.25% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AE Wealth Management LLC | 6,498 | $2.33M | 0.02% | −339−5.0% | ReducedConverted for a 3-for-1 split |
| La Financiere de L'Echiquier | 6,462 | $2.32M | 0.08% | −2,010−23.7% | ReducedConverted for a 3-for-1 split |
| Strategic Advisors LLC | 6,429 | $2.31M | 0.33% | +6,429 | New |
| Independent Financial Group, LLC | 6,313 | $2.27M | 0.19% | +664+11.8% | AddedConverted for a 3-for-1 split |
| NZS Capital, LLC | 6,300 | $2.26M | 0.20% | −1,611−20.4% | ReducedConverted for a 3-for-1 split |
| HawsGoodwin Investment Management LLC | 6,266 | $2.25M | 0.66% | +89+1.4% | AddedConverted for a 3-for-1 split |
| Waycross Partners, LLC | 6,260 | $2.25M | 1.29% | +1,400+28.8% | AddedConverted for a 3-for-1 split |
| Leonteq Securities AG | 6,234 | $2.24M | 0.10% | +1,512+32.0% | AddedConverted for a 3-for-1 split |
| Derbend Asset Management | 6,225 | $2.24M | 2.18% | +897+16.8% | AddedConverted for a 3-for-1 split |
| Hodges Capital Management Inc. | 6,184 | $2.22M | 0.16% | −260−4.0% | ReducedConverted for a 3-for-1 split |
| IFP Advisors, Inc | 6,084 | $2.20M | 0.04% | +4,908+417.3% | AddedConverted for a 3-for-1 split |
| Empirical Finance, LLC | 6,079 | $2.18M | 0.26% | +1,630+36.6% | AddedConverted for a 3-for-1 split |
| Johanson Financial Advisors, Inc. | 6,032 | $2.17M | 0.66% | −235−3.7% | ReducedConverted for a 3-for-1 split |
| Chapman Investment Management, LLC | 6,006 | $2.16M | 0.99% | −54−0.9% | ReducedConverted for a 3-for-1 split |
| Crescent Capital Consulting, LLC | 5,131 | $2.15M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| FORA Capital, LLC | 5,963 | $2.14M | 0.83% | +5,963 | New |
| Stone Run Capital, LLC | 5,950 | $2.14M | 0.69% | +1,300+28.0% | AddedConverted for a 3-for-1 split |
| IndexIQ Advisors LLC | 5,934 | $2.13M | 0.07% | −180−2.9% | ReducedConverted for a 3-for-1 split |
| First Horizon Advisors, Inc. | 5,922 | $2.13M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| IBM Retirement Fund | 5,899 | $2.12M | 0.26% | −4,103−41.0% | ReducedConverted for a 3-for-1 split |
| Proequities, Inc. | 5,856 | $2.10M | 0.12% | +234+4.2% | AddedConverted for a 3-for-1 split |
| Williams Jones Wealth Management, LLC. | 5,808 | $2.09M | 0.03% | −63−1.1% | ReducedConverted for a 3-for-1 split |
| AIA Group Ltd | 5,743 | $2.06M | 0.10% | +3,388+143.9% | AddedConverted for a 3-for-1 split |
| MAI Capital Management | 5,727 | $2.06M | 0.03% | +2,697+89.0% | AddedConverted for a 3-for-1 split |
| Beacon Pointe Advisors, LLC | 5,726 | $2.06M | 0.05% | +740+14.8% | AddedConverted for a 3-for-1 split |
| Doliver Advisors, LP | 7,021 | $2.01M | 0.64% | −857−10.9% | ReducedConverted for a 3-for-1 split |
| Berger Financial Group, Inc | 5,577 | $2.00M | 0.27% | +1,854+49.8% | AddedConverted for a 3-for-1 split |
| Compagnie Lombard Odier SCmA | 5,555 | $2.00M | 0.04% | +176+3.3% | AddedConverted for a 3-for-1 split |
| American National Insurance Co | 5,535 | $1.99M | 0.44% | −48,105−89.7% | ReducedConverted for a 3-for-1 split |
| PFG Advisors | 5,524 | $1.99M | 0.20% | +511+10.2% | AddedConverted for a 3-for-1 split |
| Burns J W & Co Inc | 5,486 | $1.97M | 0.29% | +656+13.6% | AddedConverted for a 3-for-1 split |
| Cresset Asset Management, LLC | 5,488 | $1.97M | 0.02% | +739+15.6% | AddedConverted for a 3-for-1 split |
| Wetherby Asset Management Inc | 5,476 | $1.97M | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Cerity Partners LLC | 5,494 | $1.96M | 0.03% | +2,917+113.2% | AddedConverted for a 3-for-1 split |
| Redmond Asset Management, LLC | 5,451 | $1.96M | 0.55% | +600+12.4% | AddedConverted for a 3-for-1 split |
| Whitener Capital Management, Inc. | 5,448 | $1.96M | 0.70% | +156+2.9% | AddedConverted for a 3-for-1 split |
| Keel Point, LLC | 5,439 | $1.95M | 0.28% | +54+1.0% | AddedConverted for a 3-for-1 split |
| Enterprise Bank & Trust Co | 5,424 | $1.95M | 0.68% | +48+0.9% | AddedConverted for a 3-for-1 split |
| King Luther Capital Management Corp | 5,406 | $1.94M | 0.01% | −273−4.8% | ReducedConverted for a 3-for-1 split |
| Comerica Securities,inc. | 5,406 | $1.94M | 0.12% | +2,712+100.7% | AddedConverted for a 3-for-1 split |
| RDA Financial Network | 5,396 | $1.94M | 0.79% | +4,487+493.6% | AddedConverted for a 3-for-1 split |
| First Bank & Trust | 5,387 | $1.94M | 0.81% | +83+1.6% | AddedConverted for a 3-for-1 split |
| Stiles Financial Services Inc | 5,261 | $1.92M | 0.92% | +5,261 | New |
| Southern Capital Advisors, LLC | 5,294 | $1.90M | 1.18% | +5,294 | New |
| Bartlett & Co. Wealth Management LLC | 5,292 | $1.90M | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bartlett & Co. LLC | 5,292 | $1.90M | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Teza Capital Management LLC | 5,286 | $1.90M | 0.51% | +3,615+216.3% | AddedConverted for a 3-for-1 split |
| USA Financial Portformulas Corp | 5,280 | $1.90M | 1.63% | +5,274+87,900.0% | AddedConverted for a 3-for-1 split |
| Bank of the West | 5,253 | $1.89M | 0.18% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Schaper Benz & Wise Investment Counsel Inc | 5,191 | $1.86M | 0.15% | +274+5.6% | AddedConverted for a 3-for-1 split |
| Hollencrest Capital Management | 5,184 | $1.86M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Texas Yale Capital Corp. | 5,170 | $1.86M | 0.09% | +85+1.7% | AddedConverted for a 3-for-1 split |
| Polaris Wealth Advisory Group, LLC | 5,138 | $1.85M | 0.11% | −6,736−56.7% | ReducedConverted for a 3-for-1 split |
| Pensionfund DSM Netherlands | 5,100 | $1.83M | 0.21% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Castleview Partners, LLC | 655,722 | $1.82M | 0.02% | +655,722 | New |
| Fort Washington Investment Advisors Inc | 5,065 | $1.82M | 0.01% | +70+1.4% | AddedConverted for a 3-for-1 split |
| HRT Financial LP | 5,057 | $1.82M | 0.01% | −16,027−76.0% | ReducedConverted for a 3-for-1 split |
| DCM Advisors, LLC | 5,024 | $1.80M | 0.53% | −835−14.3% | ReducedConverted for a 3-for-1 split |
| AlphaCentric Advisors LLC | 5,000 | $1.80M | 0.52% | −250−4.8% | ReducedConverted for a 3-for-1 split |
| Brown Advisory Securities, LLC | 4,972 | $1.79M | 0.76% | −1,115−18.3% | ReducedConverted for a 3-for-1 split |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.78M | 0.63% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Essex Investment Management Co LLC | 4,947 | $1.78M | 0.20% | −615−11.1% | ReducedConverted for a 3-for-1 split |
| FineMark National Bank & Trust | 4,947 | $1.78M | 0.07% | +81+1.7% | AddedConverted for a 3-for-1 split |
| Apollon Wealth Management, LLC | 4,811 | $1.73M | 0.14% | +2,210+85.0% | AddedConverted for a 3-for-1 split |
| Lloyd Park, LLC | 4,803 | $1.73M | 1.37% | +4,803 | New |
| BNC Wealth Management, LLC | 4,778 | $1.72M | 0.81% | +4,778 | New |
| FourThought Financial, LLC | 4,775 | $1.72M | 0.22% | −394−7.6% | ReducedConverted for a 3-for-1 split |
| Sequent Asset Management, LLC | 4,773 | $1.72M | 0.94% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Zions Bancorporation, N.A. | 4,756 | $1.71M | 0.15% | +4,162+700.7% | AddedConverted for a 3-for-1 split |
| McRae Capital Management Inc | 4,740 | $1.70M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Everence Capital Management Inc | 4,720 | $1.70M | 0.13% | +2,410+104.3% | AddedConverted for a 3-for-1 split |
| Lee Johnson Capital Management, LLC | 4,713 | $1.69M | 1.39% | +4,713 | New |
| Roman Butler Fullerton & Co | 4,686 | $1.68M | 0.74% | −7,173−60.5% | ReducedConverted for a 3-for-1 split |
| Lavaca Capital LLC | 4,680 | $1.68M | 0.74% | −270−5.5% | ReducedConverted for a 3-for-1 split |