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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 3,132 | $1.13M | 0.09% | +114+3.8% | AddedConverted for a 3-for-1 split |
| Mountain Capital Investment Advisors, Inc | 3,406 | $1.12M | 0.51% | −4,919−59.1% | ReducedConverted for a 3-for-1 split |
| Metis Global Partners, LLC | 3,108 | $1.12M | 0.31% | +3,108 | New |
| Astrantus Ltd | 3,100 | $1.11M | 0.83% | +3,100 | New |
| Core Wealth Advisors, Inc. | 3,081 | $1.11M | 0.66% | +3,081 | New |
| Bryn Mawr Trust Co | 3,078 | $1.10M | 0.04% | −2,100−40.6% | ReducedConverted for a 3-for-1 split |
| Mirador Capital Partners LP | 3,076 | $1.10M | 0.23% | +25+0.8% | AddedConverted for a 3-for-1 split |
| Consilium Wealth Advisory, LLC | 3,071 | $1.10M | 0.71% | +3,071 | New |
| American Trust | 3,070 | $1.10M | 0.08% | +3,070 | New |
| XTX Topco Ltd | 3,036 | $1.09M | 0.62% | +3,036 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,991 | $1.09M | 0.32% | +1,200+67.0% | AddedConverted for a 3-for-1 split |
| Brookfield Asset Management Inc. | 3,015 | $1.08M | 0.00% | −16,743−84.7% | ReducedConverted for a 3-for-1 split |
| Wrapmanager Inc | 3,014 | $1.08M | 0.27% | +110+3.8% | AddedConverted for a 3-for-1 split |
| K.J. Harrison & Partners Inc | 3,000 | $1.08M | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Lee Capital Holdings LLC | 3,000 | $1.08M | 0.57% | +3,000 | New |
| Diversified Trust Co | 2,994 | $1.08M | 0.04% | −1,515−33.6% | ReducedConverted for a 3-for-1 split |
| Venture Visionary Partners LLC | 2,979 | $1.07M | 0.07% | +138+4.9% | AddedConverted for a 3-for-1 split |
| Essex Financial Services, Inc. | 2,943 | $1.06M | 0.10% | −660−18.3% | ReducedConverted for a 3-for-1 split |
| Lido Advisors, LLC | 2,935 | $1.05M | 0.02% | +388+15.2% | AddedConverted for a 3-for-1 split |
| Jackson Square Capital, LLC | 2,929 | $1.05M | 0.30% | +220+8.1% | AddedConverted for a 3-for-1 split |
| Checchi Capital Advisers, LLC | 2,911 | $1.05M | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CNB Bank | 2,897 | $1.04M | 0.57% | +116+4.2% | AddedConverted for a 3-for-1 split |
| Institute for Wealth Management, LLC. | 2,874 | $1.03M | 0.17% | +72+2.6% | AddedConverted for a 3-for-1 split |
| Lumature Wealth Partners, LLC | 2,869 | $1.03M | 0.40% | +148+5.4% | AddedConverted for a 3-for-1 split |
| Money Concepts Capital Corp | 2,870 | $1.03M | 0.09% | +2,870 | New |
| Country Club Trust Company, n.a. | 2,825 | $1.03M | 0.08% | +425+17.7% | AddedConverted for a 3-for-1 split |
| Avestar Capital, LLC | 2,780 | $999.0K | 0.18% | +425+18.0% | AddedConverted for a 3-for-1 split |
| Davy Global Fund Management Ltd | 2,757 | $991.0K | 0.15% | 00.0% | UnchangedConverted for a 3-for-1 split |
| JGP Global Gestao de Recursos Ltda. | 2,755 | $990.0K | 0.46% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Smith, Salley & Associates | 2,743 | $985.0K | 0.07% | +25+0.9% | AddedConverted for a 3-for-1 split |
| Trust Co of Virginia | 2,739 | $984.0K | 0.10% | +24+0.9% | AddedConverted for a 3-for-1 split |
| Modera Wealth Management, LLC | 2,739 | $984.0K | 0.04% | +1,032+60.5% | AddedConverted for a 3-for-1 split |
| Howard Capital Management Group, LLC | 2,712 | $974.0K | 0.08% | −75−2.7% | ReducedConverted for a 3-for-1 split |
| Cutler Group LP | 2,681 | $963.0K | 0.07% | +2,135+391.0% | AddedConverted for a 3-for-1 split |
| Private Portfolio Partners LLC | 2,679 | $962.6K | 0.25% | +135+5.3% | AddedConverted for a 3-for-1 split |
| Nomura Holdings Inc | 2,669 | $959.0K | 0.01% | −93,070−97.2% | ReducedConverted for a 3-for-1 split |
| Ashton Thomas Private Wealth, LLC | 2,660 | $955.7K | 0.09% | +122+4.8% | AddedConverted for a 3-for-1 split |
| Matisse Capital | 2,623 | $942.0K | 0.65% | +1,000+61.6% | AddedConverted for a 3-for-1 split |
| J.W. Cole Advisors, Inc. | 2,598 | $933.0K | 0.06% | +39+1.5% | AddedConverted for a 3-for-1 split |
| Quantitative Investment Management, LLC | 2,596 | $932.0K | 0.13% | +2,596 | New |
| Columbia Trust Co 01012016 | 932 | $927.0K | 0.49% | −1,864−66.7% | ReducedConverted for a 3-for-1 split |
| 180 Wealth Advisors, LLC | 3,430 | $924.0K | 0.21% | −6,542−65.6% | ReducedConverted for a 3-for-1 split |
| Community Capital Management, Inc. | 2,600 | $921.0K | 0.98% | +38+1.5% | AddedConverted for a 3-for-1 split |
| Field & Main Bank | 2,562 | $920.0K | 0.53% | +30+1.2% | AddedConverted for a 3-for-1 split |
| 17 Capital Partners, LLC | 2,559 | $919.0K | 0.84% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Segall Bryant & Hamill, LLC | 2,556 | $918.0K | 0.01% | +150+6.2% | AddedConverted for a 3-for-1 split |
| Comgest Global Investors S.A.S. | 2,550 | $916.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Michael B. Yongue | 2,535 | $911.0K | 0.61% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Heartland Bank & Trust Co | 2,521 | $906.0K | 0.67% | +46+1.9% | AddedConverted for a 3-for-1 split |
| Ausdal Financial Partners, Inc. | 2,522 | $906.0K | 0.12% | +350+16.1% | AddedConverted for a 3-for-1 split |
| MBB Public Markets I LLC | 2,522 | $906.0K | 0.02% | +2,522 | New |
| Strategic Blueprint, LLC | 2,512 | $903.0K | 0.11% | +190+8.2% | AddedConverted for a 3-for-1 split |
| Cypress Capital, LLC | 2,510 | $902.0K | 0.10% | −5,020−66.7% | ReducedConverted for a 3-for-1 split |
| Bayesian Capital Management, LP | 2,500 | $898.0K | 0.28% | +2,500 | New |
| Fukoku Mutual Life Insurance Co | 2,487 | $894.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KMG Fiduciary Partners, LLC | 2,489 | $894.0K | 0.14% | +1,223+96.6% | AddedConverted for a 3-for-1 split |
| Sunbelt Securities, Inc. | 3,126 | $886.0K | 0.14% | +345+12.4% | AddedConverted for a 3-for-1 split |
| Ulland Investment Advisors, LLC | 2,460 | $884.0K | 0.56% | +2,460 | New |
| Park National Corp | 2,457 | $883.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Colony Group LLC | 2,457 | $883.0K | 0.02% | +1,191+94.1% | AddedConverted for a 3-for-1 split |
| AlphaCrest Capital Management LLC | 2,457 | $883.0K | 0.03% | +1,557+173.0% | AddedConverted for a 3-for-1 split |
| Engine No. 1 LLC | 2,444 | $878.0K | 0.18% | +536+28.1% | AddedConverted for a 3-for-1 split |
| Sound View Wealth Advisors Group, LLC | 2,442 | $877.0K | 0.17% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Diligent Investors, LLC | 2,440 | $877.0K | 0.25% | +19+0.8% | AddedConverted for a 3-for-1 split |
| Triasima Portfolio Management inc. | 2,430 | $873.0K | 0.04% | −231−8.7% | ReducedConverted for a 3-for-1 split |
| Beacon Investment Advisory Services, Inc. | 2,426 | $872.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ancora Advisors, LLC | 2,425 | $872.0K | 0.02% | +55+2.3% | AddedConverted for a 3-for-1 split |
| Congress Asset Management Co | 2,407 | $865.0K | 0.01% | −53−2.2% | ReducedConverted for a 3-for-1 split |
| EMC Capital Management | 2,400 | $862.0K | 0.46% | −4,800−66.7% | ReducedConverted for a 3-for-1 split |
| Ziegler Capital Management, LLC | 2,394 | $860.0K | 0.03% | +90+3.9% | AddedConverted for a 3-for-1 split |
| Wealth Alliance | 2,342 | $842.0K | 0.17% | +887+61.0% | AddedConverted for a 3-for-1 split |
| Anchor Investment Management, LLC | 2,342 | $841.5K | 0.10% | +653+38.7% | AddedConverted for a 3-for-1 split |
| Joel Isaacson & Co., LLC | 2,334 | $839.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Dana Investment Advisors, Inc. | 2,310 | $830.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hillsdale Investment Management Inc. | 2,308 | $829.0K | 0.06% | −161−6.5% | ReducedConverted for a 3-for-1 split |
| Copperwynd Financial, LLC | 2,297 | $825.0K | 0.31% | +239+11.6% | AddedConverted for a 3-for-1 split |
| Quadrant Capital Group LLC | 2,294 | $824.0K | 0.10% | −637−21.7% | ReducedConverted for a 3-for-1 split |
| BTC Capital Management, Inc. | 2,286 | $822.0K | 0.08% | +570+33.2% | AddedConverted for a 3-for-1 split |
| Gryphon Financial Partners LLC | 2,274 | $817.0K | 0.16% | +87+4.0% | AddedConverted for a 3-for-1 split |
| Douglass Winthrop Advisors, LLC | 2,262 | $813.0K | 0.02% | +24+1.1% | AddedConverted for a 3-for-1 split |
| Moors & Cabot, Inc. | 2,258 | $811.0K | 0.05% | −37−1.6% | ReducedConverted for a 3-for-1 split |
| Pinnacle Wealth Planning Services, Inc. | 2,254 | $810.0K | 0.16% | +523+30.2% | AddedConverted for a 3-for-1 split |
| First National Trust Co | 2,237 | $804.0K | 0.04% | +116+5.5% | AddedConverted for a 3-for-1 split |
| Evergreen Capital Management LLC | 2,231 | $802.0K | 0.03% | +77+3.6% | AddedConverted for a 3-for-1 split |
| Dorsey & Whitney Trust CO LLC | 2,211 | $797.0K | 0.07% | +132+6.3% | AddedConverted for a 3-for-1 split |
| Harbor Investment Advisory, LLC | 2,202 | $791.0K | 0.10% | +51+2.4% | AddedConverted for a 3-for-1 split |
| WoodTrust Financial Corp | 2,195 | $788.0K | 0.16% | +20+0.9% | AddedConverted for a 3-for-1 split |
| Grove Bank & Trust | 2,184 | $785.0K | 0.15% | +162+8.0% | AddedConverted for a 3-for-1 split |
| Sumitomo Mitsui Financial Group, Inc. | 2,150 | $785.0K | 0.02% | +2,150 | New |
| Heritage Trust Co | 2,181 | $784.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Frontier Wealth Management LLC | 2,178 | $783.0K | 0.05% | +129+6.3% | AddedConverted for a 3-for-1 split |
| Sheaff Brock Investment Advisors, LLC | 2,175 | $781.0K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| KG&L Capital Management,LLC | 2,153 | $774.0K | 0.31% | +146+7.3% | AddedConverted for a 3-for-1 split |
| GFG Capital, LLC | 2,144 | $770.0K | 0.23% | +41+1.9% | AddedConverted for a 3-for-1 split |
| Harrington Investments, INC | 2,139 | $769.0K | 0.41% | −177−7.6% | ReducedConverted for a 3-for-1 split |
| Legacy Wealth Management, LLC | 2,124 | $763.2K | 0.39% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Endurance Wealth Management, Inc. | 2,124 | $763.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Central Trust Co | 2,103 | $756.0K | 0.02% | +30+1.4% | AddedConverted for a 3-for-1 split |
| Pictet North America Advisors SA | 2,103 | $756.0K | 0.07% | +150+7.7% | AddedConverted for a 3-for-1 split |
| Chicago Partners Investment Group LLC | 2,673 | $751.0K | 0.05% | −5,481−67.2% | ReducedConverted for a 3-for-1 split |