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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 4,678 | $1.68M | 0.33% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Paragon Advisors, LLC | 4,657 | $1.67M | 0.82% | −635−12.0% | ReducedConverted for a 3-for-1 split |
| Engineers Gate Manager LP | 4,633 | $1.67M | 0.07% | −4,973−51.8% | ReducedConverted for a 3-for-1 split |
| WMS Partners, LLC | 4,628 | $1.66M | 0.36% | +1,253+37.1% | AddedConverted for a 3-for-1 split |
| Western Financial Corporation | 4,622 | $1.66M | 0.87% | +635+15.9% | AddedConverted for a 3-for-1 split |
| SWS Partners | 4,618 | $1.66M | 0.94% | −2,027−30.5% | ReducedConverted for a 3-for-1 split |
| Howland Capital Management LLC | 4,560 | $1.64M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Trust Co of Vermont | 4,552 | $1.64M | 0.10% | +31+0.7% | AddedConverted for a 3-for-1 split |
| Angeles Investment Advisors, LLC | 4,531 | $1.63M | 0.08% | +31+0.7% | AddedConverted for a 3-for-1 split |
| Vestmark Advisory Solutions, Inc. | 4,527 | $1.63M | 0.09% | +2,568+131.1% | AddedConverted for a 3-for-1 split |
| Peapack Gladstone Financial Corp | 4,522 | $1.63M | 0.03% | +403+9.8% | AddedConverted for a 3-for-1 split |
| Alhambra Investment Partners LLC | 4,500 | $1.62M | 1.13% | 00.0% | UnchangedConverted for a 3-for-1 split |
| E Fund Management Co., Ltd. | 4,498 | $1.62M | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Altman Advisors, Inc. | 5,975 | $1.61M | 0.98% | −11,752−66.3% | ReducedConverted for a 3-for-1 split |
| Meridian Wealth Management, LLC | 4,461 | $1.60M | 0.17% | −933−17.3% | ReducedConverted for a 3-for-1 split |
| Cetera Advisors LLC | 4,425 | $1.59M | 0.03% | −1,815−29.1% | ReducedConverted for a 3-for-1 split |
| Alaethes Wealth LLC | 4,424 | $1.59M | 1.00% | +113+2.6% | AddedConverted for a 3-for-1 split |
| Vestcor Inc | 4,406 | $1.58M | 0.06% | −832−15.9% | ReducedConverted for a 3-for-1 split |
| Conway Capital Management, Inc. | 4,404 | $1.58M | 0.93% | +1,077+32.4% | AddedConverted for a 3-for-1 split |
| Signaturefd, LLC | 4,369 | $1.57M | 0.05% | +595+15.8% | AddedConverted for a 3-for-1 split |
| Change Path, LLC | 4,352 | $1.56M | 0.08% | −2,101−32.6% | ReducedConverted for a 3-for-1 split |
| Legacy Wealth Asset Management, LLC | 4,342 | $1.56M | 0.53% | +46+1.1% | AddedConverted for a 3-for-1 split |
| Alamar Capital Management, LLC | 4,327 | $1.55M | 1.12% | +133+3.2% | AddedConverted for a 3-for-1 split |
| Grandfield & Dodd, LLC | 4,311 | $1.55M | 0.10% | −288−6.3% | ReducedConverted for a 3-for-1 split |
| ETF Managers Group, LLC | 4,233 | $1.54M | 0.03% | +4,233 | New |
| Perigon Wealth Management, LLC | 4,278 | $1.54M | 0.11% | +264+6.6% | AddedConverted for a 3-for-1 split |
| American Portfolios Advisors | 4,262 | $1.53M | 0.05% | +458+12.0% | AddedConverted for a 3-for-1 split |
| Strategy Asset Managers LLC | 4,258 | $1.53M | 0.40% | +529+14.2% | AddedConverted for a 3-for-1 split |
| Capital Asset Advisory Services LLC | 4,235 | $1.52M | 0.16% | +41+1.0% | AddedConverted for a 3-for-1 split |
| Westwood Holdings Group Inc. | 4,229 | $1.52M | 0.01% | +1,622+62.2% | AddedConverted for a 3-for-1 split |
| Leisure Capital Management | 4,215 | $1.51M | 0.70% | +132+3.2% | AddedConverted for a 3-for-1 split |
| Parallel Advisors, LLC | 4,200 | $1.51M | 0.06% | +273+7.0% | AddedConverted for a 3-for-1 split |
| Benjamin F. Edwards & Company, Inc. | 4,152 | $1.49M | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stratos Wealth Partners, LTD. | 4,121 | $1.48M | 0.03% | −793−16.1% | ReducedConverted for a 3-for-1 split |
| Lincoln National Corp | 4,103 | $1.47M | 0.03% | +146+3.7% | AddedConverted for a 3-for-1 split |
| Hancock Whitney Investment Services Inc. | 4,100 | $1.47M | 0.25% | +4,100 | New |
| Harvest Fund Management Co., Ltd | 3,936 | $1.43M | 0.24% | +609+18.3% | AddedConverted for a 3-for-1 split |
| Sawtooth Solutions, LLC | 3,936 | $1.41M | 0.16% | +2,046+108.3% | AddedConverted for a 3-for-1 split |
| CoreCap Advisors, LLC | 3,932 | $1.41M | 0.09% | +3,932 | New |
| KCM Investment Advisors LLC | 3,929 | $1.41M | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| AXS Investments LLC | 3,917 | $1.41M | 0.33% | +3,917 | New |
| Kinneret Advisory, LLC | 3,909 | $1.41M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ativo Capital Management LLC | 3,905 | $1.40M | 0.62% | −76−1.9% | ReducedConverted for a 3-for-1 split |
| IAM Advisory, LLC | 4,302 | $1.40M | 0.55% | −8,919−67.5% | ReducedConverted for a 3-for-1 split |
| Argent Trust Co | 3,894 | $1.40M | 0.08% | +504+14.9% | AddedConverted for a 3-for-1 split |
| Raymond James Trust N.A. | 3,897 | $1.40M | 0.04% | +1,476+61.0% | AddedConverted for a 3-for-1 split |
| Laurel Wealth Advisors, Inc. | 3,893 | $1.40M | 0.11% | +2,888+287.4% | AddedConverted for a 3-for-1 split |
| Frank, Rimerman Advisors LLC | 3,891 | $1.40M | 0.47% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Altium Wealth Management LLC | 3,887 | $1.40M | 0.09% | +239+6.6% | AddedConverted for a 3-for-1 split |
| Avalon Investment & Advisory | 3,881 | $1.39M | 0.03% | −2,188−36.1% | ReducedConverted for a 3-for-1 split |
| Strategic Wealth Partners, Ltd. | 3,846 | $1.38M | 0.26% | +588+18.0% | AddedConverted for a 3-for-1 split |
| Federation des caisses Desjardins du Quebec | 3,804 | $1.37M | 0.01% | +699+22.5% | AddedConverted for a 3-for-1 split |
| First Citizens Bank & Trust Co | 3,789 | $1.36M | 0.05% | +288+8.2% | AddedConverted for a 3-for-1 split |
| Kovack Advisors, Inc. | 3,771 | $1.35M | 0.13% | +669+21.6% | AddedConverted for a 3-for-1 split |
| Iyo Bank, Ltd. | 3,720 | $1.34M | 0.41% | +3,720 | New |
| Institutional & Family Asset Management, LLC | 3,700 | $1.33M | 0.21% | +100+2.8% | AddedConverted for a 3-for-1 split |
| NVWM, LLC | 3,676 | $1.32M | 0.41% | +157+4.5% | AddedConverted for a 3-for-1 split |
| Avitas Wealth Management LLC | 3,661 | $1.31M | 0.22% | +3,661 | New |
| Welch & Forbes LLC | 3,636 | $1.31M | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tokio Marine Asset Management Co Ltd | 3,634 | $1.31M | 0.10% | +286+8.5% | AddedConverted for a 3-for-1 split |
| Centiva Capital, LP | 3,617 | $1.30M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sequoia Financial Advisors, LLC | 3,605 | $1.29M | 0.04% | +1,808+100.6% | AddedConverted for a 3-for-1 split |
| Boston Financial Mangement LLC | 3,597 | $1.29M | 0.05% | +54+1.5% | AddedConverted for a 3-for-1 split |
| Bruderman Asset Management, LLC | 3,610 | $1.29M | 0.98% | −5,009−58.1% | ReducedConverted for a 3-for-1 split |
| Clarkston Capital Partners, LLC | 3,579 | $1.29M | 0.02% | −1,116−23.8% | ReducedConverted for a 3-for-1 split |
| Conning Inc. | 3,546 | $1.27M | 0.03% | −339−8.7% | ReducedConverted for a 3-for-1 split |
| CAPROCK Group, Inc. | 3,522 | $1.26M | 0.10% | +669+23.4% | AddedConverted for a 3-for-1 split |
| Paces Ferry Wealth Advisors, LLC | 3,509 | $1.26M | 0.90% | −34−1.0% | ReducedConverted for a 3-for-1 split |
| Caas Capital Management LP | 3,500 | $1.26M | 0.11% | +2,600+288.9% | AddedConverted for a 3-for-1 split |
| Brandywine Managers, LLC | 3,495 | $1.26M | 1.42% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bedel Financial Consulting, Inc. | 3,481 | $1.25M | 0.39% | −59−1.7% | ReducedConverted for a 3-for-1 split |
| Assenagon Asset Management S.A. | 3,456 | $1.24M | 0.00% | −123−3.4% | ReducedConverted for a 3-for-1 split |
| Argus Investors' Counsel, Inc. | 3,453 | $1.24M | 0.75% | +3,453 | New |
| BIT Capital GmbH | 3,442 | $1.24M | 0.10% | +67+2.0% | AddedConverted for a 3-for-1 split |
| Horizon Investments, LLC | 3,439 | $1.24M | 0.04% | +1,141+49.7% | AddedConverted for a 3-for-1 split |
| Sentry Investment Management LLC | 3,432 | $1.23M | 0.32% | +561+19.5% | AddedConverted for a 3-for-1 split |
| Flagship Harbor Advisors, LLC | 3,431 | $1.23M | 0.12% | +509+17.4% | AddedConverted for a 3-for-1 split |
| Rothschild Investment Corp | 3,417 | $1.23M | 0.10% | +30+0.9% | AddedConverted for a 3-for-1 split |
| Meeder Asset Management Inc | 3,418 | $1.23M | 0.12% | −5,345−61.0% | ReducedConverted for a 3-for-1 split |
| PAX Financial Group, LLC | 3,414 | $1.23M | 0.27% | +123+3.7% | AddedConverted for a 3-for-1 split |
| LaFleur & Godfrey LLC | 3,411 | $1.23M | 0.16% | −363−9.6% | ReducedConverted for a 3-for-1 split |
| Trust Asset Management LLC | 3,411 | $1.23M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Seven Eight Capital, LP | 3,402 | $1.22M | 0.22% | +3,402 | New |
| Wealth Architects, LLC | 3,369 | $1.21M | 0.21% | −1,674−33.2% | ReducedConverted for a 3-for-1 split |
| Benedetti & Gucer, Inc. | 3,370 | $1.21M | 0.82% | +568+20.3% | AddedConverted for a 3-for-1 split |
| Segment Wealth Management, LLC | 3,343 | $1.20M | 0.13% | +154+4.8% | AddedConverted for a 3-for-1 split |
| Brighton Jones LLC | 3,337 | $1.20M | 0.06% | +34+1.0% | AddedConverted for a 3-for-1 split |
| Insight Inv LLC | 3,273 | $1.18M | 1.08% | +3,273 | New |
| Bluestein R H & Co | 3,258 | $1.17M | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Voya Financial Advisors, Inc. | 3,213 | $1.17M | 0.13% | −228−6.6% | ReducedConverted for a 3-for-1 split |
| Minot Wealth Management LLC | 3,231 | $1.16M | 0.22% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Golden State Wealth Management, LLC | 3,227 | $1.16M | 0.20% | +56+1.8% | AddedConverted for a 3-for-1 split |
| Liberty One Investment Management, LLC | 3,204 | $1.15M | 0.17% | −474−12.9% | ReducedConverted for a 3-for-1 split |
| Tiemann Investment Advisors, LLC | 3,186 | $1.15M | 0.48% | 00.0% | UnchangedConverted for a 3-for-1 split |
| B. Riley Wealth Management, Inc. | 3,184 | $1.14M | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Prelude Capital Management, LLC | 3,171 | $1.14M | 0.06% | +993+45.6% | AddedConverted for a 3-for-1 split |
| Clifford Swan Investment Counsel LLC | 3,168 | $1.14M | 0.04% | −6,336−66.7% | ReducedConverted for a 3-for-1 split |
| Quantinno Capital Management LP | 3,166 | $1.14M | 0.21% | +3,166 | New |
| Perennial Investment Advisors, LLC | 3,165 | $1.14M | 0.36% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Personal Cfo Solutions, LLC | 3,151 | $1.13M | 0.21% | +85+2.8% | AddedConverted for a 3-for-1 split |