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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 601 | $181.0K | 0.05% | +120+24.9% | Added |
| Trust Co | 612 | $185.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $186.4K | 0.06% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 620 | $187.0K | 0.13% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 645 | $195.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 651 | $196.4K | 0.06% | +264+68.2% | Added |
| IFG Advisory, LLC | 666 | $200.0K | 0.02% | −5−0.7% | Reduced |
| West Bancorporation Inc | 667 | $201.0K | 0.12% | −80−10.7% | Reduced |
| Five Oceans Advisors | 668 | $202.0K | 0.18% | −8−1.2% | Reduced |
| Northcape Wealth Management, LLC | 671 | $202.0K | 0.06% | +671 | New |
| Vicus Capital | 672 | $203.0K | 0.02% | −202−23.1% | Reduced |
| Chesapeake Wealth Management | 674 | $204.0K | 0.07% | −20−2.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 675 | $204.0K | 0.03% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 675 | $204.0K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 677 | $204.0K | 0.01% | +677 | New |
| Hemenway Trust Co LLC | 678 | $205.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 679 | $205.0K | 0.07% | +50+7.9% | Added |
| Robertson Stephens Wealth Management, LLC | 681 | $205.0K | 0.02% | +681 | New |
| Adell Harriman & Carpenter Inc | 682 | $205.7K | 0.02% | +682 | New |
| Bremer Bank National Association | 684 | $206.0K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 687 | $207.0K | 0.01% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 689 | $208.0K | 0.01% | −603−46.7% | Reduced |
| Magellan Asset Management Ltd | 689 | $208.0K | 0.00% | −1−0.1% | Reduced |
| Dividend Assets Capital, LLC | 690 | $208.0K | 0.04% | +690 | New |
| Foster & Motley Inc | 694 | $209.0K | 0.02% | +7+1.0% | Added |
| BLB&B Advisors, LLC | 693 | $209.0K | 0.01% | +45+6.9% | Added |
| Howard Financial Services, Ltd. | 695 | $210.0K | 0.06% | −17−2.4% | Reduced |
| Machina Capital S.A.S. | 700 | $211.0K | 0.46% | −900−56.3% | Reduced |
| PDS Planning, Inc | 702 | $212.0K | 0.04% | +702 | New |
| Avidian Wealth Solutions, LLC | 706 | $213.0K | 0.01% | −134−16.0% | Reduced |
| Platform Technology Partners | 706 | $213.0K | 0.10% | +48+7.3% | Added |
| TD Private Client Wealth LLC | 708 | $213.6K | 0.01% | +61+9.4% | Added |
| BT Wealth Management LLC | 708 | $214.0K | 0.06% | −12−1.7% | Reduced |
| Wealth Management Partners, LLC | 1,000 | $216.0K | 0.15% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 716 | $216.0K | 0.02% | −103−12.6% | Reduced |
| Tufton Capital Management | 720 | $217.0K | 0.04% | −15−2.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 718 | $217.0K | 0.06% | −9−1.2% | Reduced |
| Prio Wealth Limited Partnership | 720 | $217.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 727 | $219.0K | 0.05% | −3,209−81.5% | Reduced |
| Paragon Wealth Strategies, LLC | 726 | $219.0K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 726 | $219.0K | 0.09% | +65+9.8% | Added |
| FirstPurpose Wealth LLC | 727 | $219.0K | 0.17% | +73+11.2% | Added |
| Kelly Lawrence W & Associates Inc | 732 | $221.0K | 0.05% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 732 | $221.0K | 0.27% | +732 | New |
| Eqis Capital Management, Inc. | 739 | $223.0K | 0.02% | −587−44.3% | Reduced |
| Cypress Capital Group | 738 | $223.0K | 0.03% | −20−2.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 743 | $224.0K | 0.02% | +41+5.8% | Added |
| Dodge & Cox | 747 | $225.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 745 | $225.0K | 0.07% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 750 | $226.0K | 0.18% | −95−11.2% | Reduced |
| Teamwork Financial Advisors, LLC | 751 | $227.0K | 0.04% | −292−28.0% | Reduced |
| Kovack Advisors, Inc. | 756 | $228.0K | 0.02% | −3,015−80.0% | Reduced |
| Legacy Financial Advisors, Inc. | 755 | $228.0K | 0.05% | −88−10.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 763 | $230.0K | 0.02% | −564−42.5% | Reduced |
| CVA Family Office, LLC | 763 | $230.0K | 0.06% | +25+3.4% | Added |
| Washington Trust Co | 763 | $230.0K | 0.01% | +162+27.0% | Added |
| Strategic Financial Services, Inc, | 764 | $230.0K | 0.02% | +200+35.5% | Added |
| Coastal Investment Advisors, Inc. | 766 | $231.0K | 0.05% | −66−7.9% | Reduced |
| Dock Street Asset Management Inc | 770 | $232.0K | 0.04% | −7,953−91.2% | Reduced |
| Investment Partners, Ltd. | 768 | $232.0K | 0.10% | +35+4.8% | Added |
| Blue Fin Capital, Inc. | 770 | $232.0K | 0.07% | +71+10.2% | Added |
| Chilton Investment Co LLC | 772 | $233.0K | 0.01% | +772 | New |
| Greenline Partners, LLC | 774 | $234.0K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 778 | $234.0K | 0.03% | +15+2.0% | Added |
| Raub Brock Capital Management LP | 780 | $235.0K | 0.04% | +780 | New |
| Motco | 782 | $236.0K | 0.02% | +749+2,269.7% | Added |
| Adviser Investments LLC | 788 | $238.0K | 0.02% | −59−7.0% | Reduced |
| Holderness Investments Co | 789 | $238.0K | 0.08% | −15−1.9% | Reduced |
| Magnus Financial Group LLC | 790 | $238.0K | 0.04% | +20+2.6% | Added |
| Tradition Wealth Management, LLC | 789 | $238.0K | 0.03% | +117+17.4% | Added |
| Warren Averett Asset Management, LLC | 796 | $240.0K | 0.02% | +31+4.1% | Added |
| Sustainable Insight Capital Management, LLC | 799 | $241.0K | 0.17% | +123+18.2% | Added |
| Park Circle Co | 800 | $241.0K | 0.20% | +800 | New |
| Oak Harbor Wealth Partners, LLC | 801 | $242.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 805 | $243.0K | 0.12% | +18+2.3% | Added |
| Brandywine Oak Private Wealth LLC | 811 | $244.0K | 0.03% | +115+16.5% | Added |
| Mutual Advisors, LLC | 812 | $245.0K | 0.01% | −51−5.9% | Reduced |
| Keudell/Morrison Wealth Management | 811 | $245.0K | 0.10% | −2−0.2% | Reduced |
| Benjamin Edwards Inc | 815 | $246.0K | 0.07% | +56+7.4% | Added |
| Great Valley Advisor Group, Inc. | 760 | $246.0K | 0.01% | +193+34.0% | Added |
| Smith & Howard Wealth Management, LLC | 822 | $248.0K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 826 | $249.0K | 0.03% | −70−7.8% | Reduced |
| V Wealth Advisors LLC | 827 | $250.0K | 0.04% | −409−33.1% | Reduced |
| Beck Bode, LLC | 831 | $251.0K | 0.06% | +831 | New |
| Psagot Value Holdings Ltd. / (Israel) | 835 | $252.0K | 0.06% | −130−13.5% | Reduced |
| MONECO Advisors, LLC | 836 | $252.0K | 0.09% | +8+1.0% | Added |
| Valmark Advisers, Inc. | 844 | $255.0K | 0.00% | +84+11.1% | Added |
| AdvisorNet Financial, Inc | 846 | $255.0K | 0.02% | +220+35.1% | Added |
| AMG National Trust Bank | 850 | $256.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 849 | $256.0K | 0.25% | +120+16.5% | Added |
| 9258 Wealth Management, LLC | 855 | $258.0K | 0.06% | +3+0.4% | Added |
| Guardian Wealth Advisors, LLC | 859 | $259.0K | 0.11% | −526−38.0% | Reduced |
| Intersect Capital LLC | 859 | $259.0K | 0.05% | +175+25.6% | Added |
| Quadrant Private Wealth Management, LLC | 857 | $259.0K | 0.10% | +857 | New |
| Glassy Mountain Advisors, Inc. | 863 | $260.0K | 0.13% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 861 | $260.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 864 | $261.0K | 0.00% | −25,913−96.8% | Reduced |
| Pachira Investments Inc. | 864 | $261.0K | 0.20% | −7−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 868 | $262.0K | 0.01% | +160+22.6% | Added |
| IHT Wealth Management, LLC | 871 | $263.0K | 0.02% | +90+11.5% | Added |