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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 876 | $264.0K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 880 | $265.0K | 0.08% | −330−27.3% | Reduced |
| Goepper Burkhardt LLC | 879 | $265.0K | 0.16% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 880 | $265.0K | 0.02% | +41+4.9% | Added |
| 55I, LLC | 877 | $265.0K | 0.01% | +95+12.1% | Added |
| United Capital Management of KS, Inc. | 882 | $266.0K | 0.10% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $271.0K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 903 | $272.0K | 0.05% | −5,526−86.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 900 | $272.0K | 0.01% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 900 | $272.0K | 0.07% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $272.0K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 900 | $272.0K | 0.23% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $272.0K | 0.25% | 00.0% | Unchanged |
| Avion Wealth | 900 | $272.0K | 0.08% | +900 | New |
| Nicolet Bankshares Inc | 908 | $274.0K | 0.06% | +908 | New |
| Southern Capital Advisors, LLC | 911 | $275.0K | 0.19% | −4,383−82.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 910 | $275.0K | 0.07% | −20−2.2% | Reduced |
| Fieldpoint Private Securities, LLC | 910 | $275.0K | 0.06% | +169+22.8% | Added |
| NorthCrest Asset Manangement, LLC | 914 | $276.0K | 0.01% | +62+7.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 915 | $276.0K | 0.06% | +915 | New |
| Edge Capital Group, LLC | 918 | $277.0K | 0.02% | +164+21.8% | Added |
| TCI Wealth Advisors, Inc. | 922 | $278.0K | 0.04% | −9−1.0% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 921 | $278.0K | 0.07% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 920 | $278.0K | 0.10% | +20+2.2% | Added |
| Greytown Advisors Inc. | 924 | $279.0K | 0.13% | −182−16.5% | Reduced |
| Commons Capital, LLC | 926 | $279.0K | 0.30% | +148+19.0% | Added |
| People's United Financial, Inc. | 924 | $279.0K | 0.01% | +178+23.9% | Added |
| CenterStar Asset Management, LLC | – | $280.0K | 0.19% | – | New |
| Evercore Wealth Management, LLC | 933 | $282.0K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 945 | $285.0K | 0.08% | −114−10.8% | Reduced |
| Acropolis Investment Management, LLC | 945 | $285.0K | 0.03% | −84−8.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 945 | $285.0K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 945 | $285.0K | 0.07% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 948 | $286.0K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 948 | $286.0K | 0.17% | +11+1.2% | Added |
| Sanford Advisory Services, LLC | 950 | $287.0K | 0.08% | +50+5.6% | Added |
| Prestige Wealth Management Group LLC | 951 | $287.0K | 0.07% | +815+599.3% | Added |
| AlphaCrest Capital Management LLC | 955 | $288.0K | 0.02% | −1,502−61.1% | Reduced |
| Kavar Capital Partners Group, LLC | 955 | $288.0K | 0.06% | +100+11.7% | Added |
| Diversified, LLC | 957 | $289.0K | 0.12% | +12+1.3% | Added |
| Ascent Group, LLC | 959 | $289.0K | 0.03% | +120+14.3% | Added |
| Childress Capital Advisors, LLC | 959 | $291.0K | 0.10% | +121+14.4% | Added |
| TRUE Private Wealth Advisors | 1,188 | $292.0K | 0.04% | +31+2.7% | Added |
| Neo Ivy Capital Management | 966 | $292.0K | 0.26% | +873+938.7% | Added |
| Geller Advisors LLC | 972 | $293.0K | 0.05% | −40−4.0% | Reduced |
| Finer Wealth Management, Inc. | 972 | $293.0K | 0.24% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 972 | $293.0K | 0.11% | +78+8.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 974 | $294.0K | 0.02% | −7−0.7% | Reduced |
| ASB Consultores, LLC | 973 | $294.0K | 0.12% | +211+27.7% | Added |
| Citizens Financial Group Inc | 976 | $294.0K | 0.01% | +976 | New |
| Amica Retiree Medical Trust | 979 | $295.0K | 0.28% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 981 | $295.0K | 0.20% | +181+22.6% | Added |
| Concorde Asset Management, LLC | 981 | $296.0K | 0.20% | −969−49.7% | Reduced |
| Keel Point, LLC | 988 | $298.0K | 0.05% | −4,451−81.8% | Reduced |
| Castleview Partners, LLC | 989 | $298.0K | 0.19% | −654,733−99.8% | Reduced |
| True North Advisors, LLC | 988 | $298.0K | 0.08% | −33−3.2% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $299.0K | 0.12% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 996 | $300.0K | 0.10% | +30+3.1% | Added |
| Wade G W & Inc | 998 | $301.0K | 0.01% | −68−6.4% | Reduced |
| Dearborn Partners LLC | 1,001 | $302.0K | 0.01% | −203−16.9% | Reduced |
| M&G Investment Management Ltd | 999 | $302.0K | 0.00% | −60−5.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,002 | $302.0K | 0.02% | −27−2.6% | Reduced |
| Northstar Group, Inc. | 1,000 | $302.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,001 | $302.0K | 0.01% | +122+13.9% | Added |
| Clear Creek Financial Management, LLC | 1,002 | $302.0K | 0.05% | +1,002 | New |
| Palisade Asset Management, LLC | 1,009 | $304.0K | 0.03% | −20−1.9% | Reduced |
| Callahan Advisors, LLC | 1,015 | $306.0K | 0.03% | +115+12.8% | Added |
| Accredited Investors Inc. | 1,016 | $307.0K | 0.03% | +32+3.3% | Added |
| Clare Market Investments LLC | 1,018 | $307.1K | 0.10% | −625−38.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $310.0K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 1,026 | $310.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,025 | $310.0K | 0.17% | +76+8.0% | Added |
| Hendershot Investments Inc. | 1,031 | $311.0K | 0.05% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,038 | $313.0K | 0.15% | +113+12.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,028 | $313.0K | 0.04% | +147+16.7% | Added |
| Ropes Wealth Advisors LLC | 1,043 | $315.0K | 0.05% | −265−20.3% | Reduced |
| Sonora Investment Management Group, LLC | 1,043 | $315.0K | 0.04% | +1,043 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,052 | $317.0K | 0.08% | +1,052 | New |
| Covenant Partners, LLC | 1,053 | $318.0K | 0.13% | +1,053 | New |
| Mayflower Financial Advisors, LLC | 1,058 | $319.0K | 0.04% | +29+2.8% | Added |
| Lake Street Financial LLC | 1,058 | $319.0K | 0.06% | +369+53.6% | Added |
| Davenport & Co LLC | 1,071 | $323.0K | 0.00% | +99+10.2% | Added |
| Principle Wealth Partners LLC | 1,074 | $324.0K | 0.03% | −75−6.5% | Reduced |
| Vaughan David Investments LLC | 1,077 | $325.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,080 | $325.8K | 0.15% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,082 | $326.0K | 0.02% | +602+125.4% | Added |
| NorthRock Partners, LLC | 1,079 | $326.0K | 0.03% | +113+11.7% | Added |
| Private Wealth Advisors | 1,086 | $328.0K | 0.11% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,086 | $328.0K | 0.05% | +183+20.3% | Added |
| Desjardins Global Asset Management Inc. | 1,096 | $330.0K | 0.03% | −66−5.7% | Reduced |
| Drive Wealth Management, LLC | 1,097 | $331.0K | 0.28% | +231+26.7% | Added |
| Parcion Private Wealth LLC | 1,100 | $334.0K | 0.03% | −9−0.8% | Reduced |
| LVW Advisors, LLC | 1,112 | $335.0K | 0.06% | +89+8.7% | Added |
| ZWJ Investment Counsel Inc | 1,116 | $337.0K | 0.02% | −150−11.8% | Reduced |
| Meristem Family Wealth, LLC | 1,119 | $338.0K | 0.04% | −296−20.9% | Reduced |
| Boston Common Asset Management, LLC | 1,122 | $338.0K | 0.01% | −132−10.5% | Reduced |
| Rollins Financial | 1,120 | $338.0K | 0.10% | −60−5.1% | Reduced |
| Crestwood Advisors Group LLC | 1,124 | $339.0K | 0.01% | +8+0.7% | Added |
| Encompass Wealth Advisors, LLC | 1,125 | $339.0K | 0.09% | +36+3.3% | Added |
| International Assets Investment Management, LLC | 1,127 | $340.0K | 0.06% | +20+1.8% | Added |