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, Q1 2022
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2022. 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
- 1,471
- −47 vs. Q4 2021
- Shares held
- 300.9M
- −422.5K (−0.1%) vs. Q4 2021
- Total value
- $90.6B
- −$17.4B (−16.1%) vs. Q4 2021
- New holders
- 110
- 623 more added
- Sold out
- 157
- 530 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 120 | $36.2K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 121 | $36.5K | 0.01% | +8+7.1% | Added |
| Blue Bell Private Wealth Management, LLC | 126 | $38.0K | 0.01% | −10−7.4% | Reduced |
| First Command Financial Services, Inc. | 126 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 126 | $38.0K | 0.01% | +84+200.0% | Added |
| City Holding Co | 126 | $38.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 126 | $38.0K | 0.01% | +26+26.0% | Added |
| Financial Avengers, Inc. | 130 | $39.0K | 0.02% | −20−13.3% | Reduced |
| Howe & Rusling Inc | 135 | $41.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $41.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 135 | $41.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 138 | $42.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 138 | $42.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 141 | $43.0K | 0.01% | +141 | New |
| City State Bank | 150 | $45.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 151 | $46.0K | 0.01% | +133+738.9% | Added |
| Hillsdale Investment Management Inc. | 160 | $48.0K | 0.00% | −2,148−93.1% | Reduced |
| Gemmer Asset Management LLC | 161 | $48.0K | 0.01% | −67−29.4% | Reduced |
| Atwood & Palmer Inc | 168 | $51.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 180 | $54.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 180 | $54.0K | 0.01% | +180 | New |
| Sycomore Asset Management | 193 | $58.0K | 0.01% | −76−28.3% | Reduced |
| Riverview Trust Co | 193 | $58.0K | 0.04% | +193 | New |
| Adirondack Trust Co | 194 | $59.0K | 0.03% | +100+106.4% | Added |
| FNY Investment Advisers, LLC | 200 | $60.0K | 0.06% | +200 | New |
| Toth Financial Advisory Corp | 201 | $61.0K | 0.01% | −9−4.3% | Reduced |
| Selective Wealth Management, Inc. | 207 | $62.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 205 | $62.0K | 0.02% | +60+41.4% | Added |
| Pin Oak Investment Advisors Inc | 216 | $65.0K | 0.07% | 00.0% | Unchanged |
| Private Capital Group, LLC | 214 | $65.0K | 0.01% | +25+13.2% | Added |
| Quent Capital, LLC | 225 | $68.0K | 0.01% | +78+53.1% | Added |
| FAI Wealth Management | 231 | $69.0K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 233 | $70.0K | 0.00% | +8+3.6% | Added |
| North Star Investment Management Corp. | 237 | $71.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 237 | $71.0K | 0.02% | +237 | New |
| GPS Wealth Strategies Group, LLC | 238 | $72.0K | 0.02% | +76+46.9% | Added |
| Carolinas Wealth Consulting LLC | 243 | $73.0K | 0.02% | −10−4.0% | Reduced |
| Tortoise Investment Management, LLC | 243 | $73.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 246 | $74.0K | 0.00% | +48+24.2% | Added |
| Tarbox Family Office, Inc. | 252 | $76.0K | 0.02% | −78−23.6% | Reduced |
| Sandy Cove Advisors, LLC | 251 | $76.0K | 0.06% | +10+4.1% | Added |
| Horan Securities, Inc. | 254 | $77.0K | 0.05% | −52−17.0% | Reduced |
| Dark Forest Capital Management LP | 257 | $77.0K | 0.02% | +193+301.6% | Added |
| Koshinski Asset Management, Inc. | 436 | $77.2K | 0.01% | +7+1.6% | Added |
| Altshuler Shaham Ltd | 261 | $79.0K | 0.00% | −504−65.9% | Reduced |
| Center for Financial Planning, Inc. | 261 | $79.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 261 | $79.0K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 264 | $79.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 269 | $81.0K | 0.02% | −28−9.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 268 | $82.0K | 0.00% | −1,882−87.5% | Reduced |
| Arlington Partners LLC | 273 | $82.0K | 0.02% | −27−9.0% | Reduced |
| Earnest Partners LLC | 278 | $84.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 281 | $85.9K | 0.04% | +272+3,022.2% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 294 | $89.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 297 | $90.0K | 0.00% | −44−12.9% | Reduced |
| Portland Hill Asset Management Ltd | 297 | $90.0K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 300 | $90.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 299 | $90.0K | 0.02% | +55+22.5% | Added |
| Rosenberg Matthew Hamilton | 303 | $91.0K | 0.03% | +48+18.8% | Added |
| Versant Capital Management, Inc | 309 | $93.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 307 | $93.0K | 0.04% | +307 | New |
| Sterling Investment Advisors, Ltd. | 318 | $96.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 321 | $97.0K | 0.01% | −6−1.8% | Reduced |
| Newfound Research LLC | 322 | $97.0K | 0.13% | +322 | New |
| First Personal Financial Services | 324 | $98.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 333 | $100.0K | 0.02% | −64−16.1% | Reduced |
| ETF Managers Group, LLC | 344 | $105.0K | 0.00% | −3,889−91.9% | Reduced |
| Fairfield Financial Advisors, LTD | 355 | $107.1K | 0.04% | +355 | New |
| Brown, Lisle/Cummings, Inc. | 360 | $108.6K | 0.05% | 00.0% | Unchanged |
| Kings Point Capital Management | 366 | $110.0K | 0.01% | −2−0.5% | Reduced |
| Carroll Investors, Inc | 369 | $110.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 369 | $111.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 371 | $112.0K | 0.04% | +23+6.6% | Added |
| Laurel Wealth Planning LLC | 375 | $113.0K | 0.08% | +375 | New |
| Brown Brothers Harriman & Co | 406 | $122.0K | 0.00% | +346+576.7% | Added |
| KB Financial Partners, LLC | 407 | $123.0K | 0.03% | +35+9.4% | Added |
| Covestor Ltd | 418 | $126.0K | 0.09% | +140+50.4% | Added |
| Farmers & Merchants Investments Inc | 429 | $129.0K | 0.00% | +3+0.7% | Added |
| Exane Derivatives | 428 | $129.1K | 0.04% | −8−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 439 | $132.0K | 0.02% | +4+0.9% | Added |
| WR Wealth Planners, LLC | 439 | $132.4K | 0.08% | +439 | New |
| Plante Moran Financial Advisors, LLC | 441 | $133.0K | 0.02% | −63−12.5% | Reduced |
| Coastal Capital Group, Inc. | 443 | $134.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 450 | $135.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 458 | $138.0K | 0.03% | −37−7.5% | Reduced |
| Blume Capital Management, Inc. | 459 | $138.0K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 456 | $138.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 462 | $139.0K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $140.0K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 468 | $141.0K | 0.01% | +38+8.8% | Added |
| TCWP LLC | 478 | $144.0K | 0.03% | +478 | New |
| Rowland & Co Investment Counsel | 487 | $146.9K | 0.03% | +61+14.3% | Added |
| Parkside Financial Bank & Trust | 506 | $153.0K | 0.04% | +14+2.8% | Added |
| Vestor Capital, LLC | 515 | $155.0K | 0.02% | −160−23.7% | Reduced |
| Byrne Asset Management LLC | 536 | $162.0K | 0.10% | −15−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 542 | $163.0K | 0.04% | +185+51.8% | Added |
| Credential Qtrade Securities Inc. | 547 | $165.0K | 0.01% | +32+6.2% | Added |
| Lenox Wealth Advisors, LLC | 604 | $175.0K | 0.02% | −20−3.2% | Reduced |
| Tyler-Stone Wealth Management | 585 | $176.0K | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $181.0K | 0.01% | −15−2.4% | Reduced |