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 |
|---|---|---|---|---|---|
| Kercheville Advisors, LLC | 1,135 | $342.0K | 0.16% | −85−7.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,143 | $344.0K | 0.03% | −1−0.1% | Reduced |
| Renasant Bank | 1,147 | $346.0K | 0.23% | +169+17.3% | Added |
| Silverlake Wealth Management LLC | 1,148 | $346.3K | 0.20% | +14+1.2% | Added |
| Congress Wealth Management LLC | 1,150 | $347.0K | 0.01% | −202−14.9% | Reduced |
| Synergy Financial Group, LTD | 1,149 | $347.0K | 0.36% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,151 | $347.0K | 0.05% | +231+25.1% | Added |
| Rossmore Private Capital | 1,155 | $348.0K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,161 | $349.0K | 0.01% | +7+0.6% | Added |
| Rehmann Capital Advisory Group | 1,160 | $349.9K | 0.03% | +69+6.3% | Added |
| Heritage Wealth Management, LLC | 1,170 | $353.0K | 0.10% | +1,170 | New |
| Norris Perne & French LLP | 1,185 | $357.0K | 0.03% | −24−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,187 | $358.0K | 0.00% | −25,838−95.6% | Reduced |
| J. W. Coons Advisors, LLC | 1,126 | $358.0K | 0.11% | −262−18.9% | Reduced |
| Gamble Jones Investment Counsel | 1,190 | $359.0K | 0.02% | +50+4.4% | Added |
| Sittner & Nelson, LLC | 1,194 | $360.0K | 0.21% | −21−1.7% | Reduced |
| Mitchell Sinkler & Starr | 1,200 | $362.0K | 0.11% | 00.0% | Unchanged |
| Castleark Management LLC | 1,200 | $362.0K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,200 | $362.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,200 | $362.0K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,199 | $362.0K | 0.03% | +300+33.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,201 | $362.0K | 0.08% | +543+82.5% | Added |
| Paradigm Financial Partners, LLC | 1,259 | $363.0K | 0.08% | −61−4.6% | Reduced |
| Calamos Wealth Management LLC | 1,205 | $364.0K | 0.03% | −134−10.0% | Reduced |
| Advisors Capital Management, LLC | 1,207 | $364.0K | 0.01% | −59−4.7% | Reduced |
| Guardian Financial Partners, LLC | 1,440 | $364.0K | 0.37% | +1,440 | New |
| Gladstone Institutional Advisory LLC | 1,214 | $366.0K | 0.02% | +538+79.6% | Added |
| WMS Partners, LLC | 1,218 | $367.0K | 0.05% | −3,410−73.7% | Reduced |
| Belpointe Asset Management LLC | 1,218 | $367.0K | 0.02% | −587−32.5% | Reduced |
| Ledge Wealth Management, Inc. | 1,215 | $367.0K | 0.23% | +1,215 | New |
| GFG Capital, LLC | 1,221 | $368.0K | 0.11% | −923−43.1% | Reduced |
| Values First Advisors, Inc. | 1,219 | $368.0K | 0.23% | +101+9.0% | Added |
| Johnson Financial Group, Inc. | 1,226 | $370.0K | 0.03% | +812+196.1% | Added |
| Kingsview Wealth Management, LLC | 1,228 | $370.5K | 0.02% | −11−0.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,215 | $371.0K | 0.21% | −82−6.3% | Reduced |
| Investmark Advisory Group LLC | 1,242 | $374.0K | 0.39% | −25−2.0% | Reduced |
| Capital Investment Advisory Services, LLC | 1,241 | $374.0K | 0.04% | −7−0.6% | Reduced |
| Strategy Asset Managers LLC | 1,243 | $375.0K | 0.08% | −3,015−70.8% | Reduced |
| Hall Laurie J Trustee | 1,250 | $377.0K | 0.14% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,255 | $378.0K | 0.22% | +2+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,257 | $379.0K | 0.03% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,257 | $379.0K | 0.27% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,257 | $379.0K | 0.08% | +672+114.9% | Added |
| Graypoint LLC | 1,261 | $380.0K | 0.04% | +116+10.1% | Added |
| Kestra Private Wealth Services, LLC | 1,266 | $382.0K | 0.02% | −65−4.9% | Reduced |
| Griffin Asset Management, Inc. | 1,271 | $383.0K | 0.05% | −127−9.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,269 | $383.0K | 0.03% | −72−5.4% | Reduced |
| Mather Group, LLC. | 1,288 | $389.0K | 0.01% | +521+67.9% | Added |
| Community Capital Management, Inc. | – | $392.0K | 0.47% | – | – |
| Golden State Equity Partners | 1,301 | $392.0K | 0.20% | +1,301 | New |
| Vigilare Wealth Management | 1,303 | $393.0K | 0.32% | +190+17.1% | Added |
| Laidlaw Wealth Management LLC | 1,306 | $394.0K | 0.07% | −123−8.6% | Reduced |
| Tectonic Advisors LLC | 1,308 | $395.0K | 0.07% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,308 | $395.0K | 0.11% | +3+0.2% | Added |
| BSW Wealth Partners | 1,310 | $395.0K | 0.10% | +56+4.5% | Added |
| Founders Financial Securities LLC | 1,309 | $395.0K | 0.07% | +279+27.1% | Added |
| Avenue 1 Advisors, LLC | 1,312 | $396.0K | 0.22% | −5−0.4% | Reduced |
| Parsons Capital Management Inc | 1,314 | $396.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,274 | $396.0K | 0.02% | +243+23.6% | Added |
| Integrated Advisors Network LLC | 1,318 | $398.0K | 0.02% | +348+35.9% | Added |
| Pictet North America Advisors SA | 1,330 | $401.0K | 0.05% | −773−36.8% | Reduced |
| Financial Management Professionals, Inc. | 1,332 | $402.0K | 0.09% | +18+1.4% | Added |
| Forum Financial Management, LP | 1,341 | $404.0K | 0.02% | −371−21.7% | Reduced |
| Ellsworth Advisors, LLC | 1,344 | $407.0K | 0.14% | +3+0.2% | Added |
| Nations Financial Group Inc, | 1,351 | $408.0K | 0.05% | −140−9.4% | Reduced |
| Davis R M Inc | 1,352 | $408.0K | 0.01% | −100−6.9% | Reduced |
| TFC Financial Management | 1,353 | $408.0K | 0.12% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,363 | $411.0K | 0.18% | +126+10.2% | Added |
| American Portfolios Advisors | 1,371 | $413.6K | 0.01% | −2,891−67.8% | Reduced |
| HCR Wealth Advisors | 1,377 | $415.0K | 0.07% | −172−11.1% | Reduced |
| Visionary Wealth Advisors | 1,377 | $415.0K | 0.03% | +8+0.6% | Added |
| Samalin Investment Counsel, LLC | 1,378 | $416.0K | 0.25% | −119−7.9% | Reduced |
| IVC Wealth Advisors LLC | 1,379 | $416.0K | 0.27% | +35+2.6% | Added |
| 17 Capital Partners, LLC | 1,384 | $418.0K | 0.44% | −1,175−45.9% | Reduced |
| Eudaimonia Partners, LLC | 1,394 | $421.0K | 0.07% | +1,394 | New |
| Pinpoint Asset Management Ltd | 1,400 | $422.0K | 0.17% | −6,100−81.3% | Reduced |
| Clarus Group, Inc. | 1,400 | $422.0K | 0.29% | +500+55.6% | Added |
| Benchmark Investment Advisors LLC | 1,402 | $423.0K | 0.32% | +70+5.3% | Added |
| Summit Financial, LLC | 1,404 | $423.6K | 0.03% | +72+5.4% | Added |
| Navalign, LLC | 1,800 | $424.0K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,407 | $424.0K | 0.01% | +252+21.8% | Added |
| Mendel Money Management | 1,404 | $424.0K | 0.21% | +1,404 | New |
| First Business Financial Services, Inc. | 1,410 | $425.0K | 0.05% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 1,408 | $425.0K | 0.22% | +271+23.8% | Added |
| Moseley Investment Management Inc | 1,415 | $427.0K | 0.23% | −605−30.0% | Reduced |
| Biltmore Family Office, LLC | 1,422 | $429.0K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,430 | $431.0K | 0.06% | +275+23.8% | Added |
| Clean Yield Group | 1,433 | $432.0K | 0.15% | −250−14.9% | Reduced |
| DRW Securities, LLC | 1,435 | $433.0K | 0.11% | +370+34.7% | Added |
| Proficio Capital Partners LLC | 1,440 | $434.0K | 0.06% | −43−2.9% | Reduced |
| Cypress Capital Management LLC | 1,440 | $434.0K | 0.05% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,440 | $434.0K | 0.28% | 00.0% | Unchanged |
| TSFG, LLC | 1,440 | $434.0K | 0.16% | +24+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,826 | $435.0K | 0.02% | +47+2.6% | Added |
| Paradigm Asset Management Co LLC | 1,450 | $437.4K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,476 | $445.0K | 0.04% | −60−3.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,482 | $447.0K | 0.04% | +1,482 | New |
| TrinityPoint Wealth, LLC | 1,488 | $449.0K | 0.08% | +131+9.7% | Added |
| Level Four Advisory Services, LLC | 1,498 | $452.0K | 0.04% | +169+12.7% | Added |
| Leavell Investment Management, Inc. | 1,500 | $453.0K | 0.03% | 00.0% | Unchanged |