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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 2,239 | $675.0K | 0.13% | +910+68.5% | Added |
| Arden Trust Co | 2,262 | $683.0K | 0.13% | +463+25.7% | Added |
| Moors & Cabot, Inc. | 2,275 | $686.0K | 0.04% | +17+0.8% | Added |
| Evergreen Capital Management LLC | 2,279 | $688.0K | 0.03% | +48+2.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,308 | $696.0K | 0.02% | +46+2.0% | Added |
| Howard Capital Management Group, LLC | 2,312 | $697.0K | 0.06% | −400−14.7% | Reduced |
| Grove Bank & Trust | 2,334 | $704.0K | 0.14% | +150+6.9% | Added |
| BTC Capital Management, Inc. | 2,333 | $705.0K | 0.07% | +47+2.1% | Added |
| Connectus Wealth, LLC | 1,964 | $706.0K | 0.02% | −3−0.2% | Reduced |
| Quadrant Capital Group LLC | 2,343 | $707.0K | 0.09% | +49+2.1% | Added |
| Strategic Blueprint, LLC | 2,347 | $708.0K | 0.08% | −165−6.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,355 | $710.0K | 0.13% | +101+4.5% | Added |
| Copperwynd Financial, LLC | 2,362 | $713.0K | 0.30% | +65+2.8% | Added |
| Avitas Wealth Management LLC | 2,372 | $716.0K | 0.13% | −1,289−35.2% | Reduced |
| Ancora Advisors, LLC | 2,374 | $716.0K | 0.02% | −51−2.1% | Reduced |
| KG&L Capital Management,LLC | 2,377 | $717.0K | 0.30% | +224+10.4% | Added |
| DuPont Capital Management Corp | 2,377 | $717.0K | 0.03% | +529+28.6% | Added |
| Congress Asset Management Co | 2,380 | $718.0K | 0.01% | −27−1.1% | Reduced |
| Anchor Investment Management, LLC | 2,393 | $721.9K | 0.09% | +51+2.2% | Added |
| Western Financial Corporation | 2,395 | $723.0K | 0.42% | −2,227−48.2% | Reduced |
| B. Riley Wealth Management, Inc. | 2,397 | $723.0K | 0.06% | −787−24.7% | Reduced |
| EMC Capital Management | 2,400 | $724.0K | 0.52% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,404 | $725.0K | 0.04% | +351+17.1% | Added |
| First National Trust Co | 2,412 | $728.0K | 0.04% | +175+7.8% | Added |
| Schrum Private Wealth Management LLC | 2,769 | $728.0K | 0.73% | +750+37.1% | Added |
| Walleye Trading LLC | 2,422 | $731.0K | 0.01% | −7,400−75.3% | Reduced |
| Dana Investment Advisors, Inc. | 2,424 | $731.0K | 0.03% | +114+4.9% | Added |
| J.W. Cole Advisors, Inc. | 2,433 | $734.0K | 0.05% | −165−6.4% | Reduced |
| Applied Research Investments, LLC | 2,438 | $735.0K | 2.19% | −11,788−82.9% | Reduced |
| First Citizens Bank & Trust Co | 2,437 | $735.0K | 0.03% | −1,352−35.7% | Reduced |
| Ulland Investment Advisors, LLC | 2,446 | $738.0K | 0.55% | −14−0.6% | Reduced |
| Cowen and Company, LLC | 2,451 | $739.0K | 0.07% | +797+48.2% | Added |
| Lido Advisors, LLC | 2,483 | $749.0K | 0.01% | −452−15.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,487 | $750.0K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,485 | $750.0K | 0.14% | +43+1.8% | Added |
| Park National Corp | 2,489 | $751.0K | 0.03% | +32+1.3% | Added |
| Trexquant Investment LP | 2,496 | $753.0K | 0.04% | −15,614−86.2% | Reduced |
| Boulder Hill Capital Management LP | 2,500 | $754.0K | 0.40% | +2,500 | New |
| Cypress Capital, LLC | 2,510 | $757.0K | 0.09% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,529 | $763.0K | 0.24% | −400−13.7% | Reduced |
| Michael B. Yongue | 2,534 | $764.0K | 0.56% | −10.0% | Reduced |
| Colony Group LLC | 2,548 | $769.0K | 0.01% | +91+3.7% | Added |
| Segall Bryant & Hamill, LLC | 2,556 | $772.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,594 | $783.0K | 0.08% | −145−5.3% | Reduced |
| Brookstone Capital Management | 2,813 | $785.0K | 0.02% | +529+23.2% | Added |
| Aaron Wealth Advisors | 237,723 | $788.0K | 0.02% | +236,782+25,162.8% | Added |
| WSFS Capital Management, LLC | 2,624 | $792.0K | 0.22% | +2,624 | New |
| Ashton Thomas Private Wealth, LLC | 2,639 | $796.1K | 0.07% | −21−0.8% | Reduced |
| Comgest Global Investors S.A.S. | 2,647 | $799.0K | 0.01% | +97+3.8% | Added |
| Bruderman Asset Management, LLC | 2,670 | $805.0K | 1.21% | −940−26.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,689 | $811.0K | 0.47% | −66−2.4% | Reduced |
| Smith, Salley & Associates | 2,691 | $811.0K | 0.06% | −52−1.9% | Reduced |
| Private Portfolio Partners LLC | 2,689 | $811.2K | 0.20% | +10+0.4% | Added |
| Wealth Alliance | 2,692 | $812.0K | 0.17% | +350+14.9% | Added |
| Ausdal Financial Partners, Inc. | 2,764 | $834.0K | 0.11% | +242+9.6% | Added |
| Harbor Investment Advisory, LLC | 2,772 | $836.0K | 0.11% | +570+25.9% | Added |
| Country Club Bank | 2,760 | $840.0K | 0.07% | +2,760 | New |
| Institute for Wealth Management, LLC. | 2,793 | $843.0K | 0.14% | −81−2.8% | Reduced |
| Covington Capital Management | 2,801 | $845.0K | 0.03% | +2,348+518.3% | Added |
| Lumature Wealth Partners, LLC | 2,808 | $847.0K | 0.34% | −61−2.1% | Reduced |
| Cetera Advisors LLC | 2,810 | $848.0K | 0.02% | −1,615−36.5% | Reduced |
| Zacks Investment Management | 2,818 | $850.0K | 0.01% | −49,565−94.6% | Reduced |
| Mirador Capital Partners LP | 2,835 | $855.0K | 0.17% | −241−7.8% | Reduced |
| Field & Main Bank | 2,835 | $855.0K | 0.52% | +273+10.7% | Added |
| Clifford Swan Investment Counsel LLC | 2,868 | $865.0K | 0.03% | −300−9.5% | Reduced |
| Sentry Investment Management LLC | 2,884 | $870.0K | 0.28% | −548−16.0% | Reduced |
| Essex Financial Services, Inc. | 2,885 | $870.0K | 0.08% | −58−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 2,884 | $870.0K | 0.09% | −27−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 2,887 | $871.0K | 0.07% | +1,065+58.5% | Added |
| Proequities, Inc. | 2,893 | $873.0K | 0.06% | −2,963−50.6% | Reduced |
| Sunbelt Securities, Inc. | 2,867 | $873.0K | 0.16% | −259−8.3% | Reduced |
| Insight Inv LLC | 2,920 | $881.0K | 0.80% | −353−10.8% | Reduced |
| Benedetti & Gucer, Inc. | 2,930 | $883.0K | 0.59% | −440−13.1% | Reduced |
| Diversified Trust Co | 2,930 | $884.0K | 0.03% | −64−2.1% | Reduced |
| ARGI Investment Services, LLC | 2,932 | $885.0K | 0.03% | +2,932 | New |
| Columbia Trust Co 01012016 | 3,169 | $887.0K | 0.42% | +2,237+240.0% | Added |
| Chicago Trust Co NA | 2,943 | $888.0K | 0.19% | −1,735−37.1% | Reduced |
| Geneos Wealth Management Inc. | 2,966 | $894.0K | 0.04% | −3,835−56.4% | Reduced |
| American Trust | 2,976 | $898.0K | 0.06% | −94−3.1% | Reduced |
| MUFG Securities EMEA plc | 3,001 | $905.0K | 0.02% | −21,101−87.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,000 | $905.0K | 0.43% | +9+0.3% | Added |
| Voya Financial Advisors, Inc. | 2,983 | $908.0K | 0.10% | −230−7.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 3,015 | $910.0K | 0.01% | +3,015 | New |
| Venture Visionary Partners LLC | 3,024 | $912.0K | 0.06% | +45+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 3,028 | $913.0K | 0.23% | +3,028 | New |
| CNB Bank | 3,042 | $918.0K | 0.51% | +145+5.0% | Added |
| Personal Cfo Solutions, LLC | 3,079 | $929.0K | 0.18% | −72−2.3% | Reduced |
| Wrapmanager Inc | 3,084 | $930.0K | 0.25% | +70+2.3% | Added |
| Golden State Wealth Management, LLC | 3,092 | $933.0K | 0.18% | −135−4.2% | Reduced |
| Alpha Paradigm Partners, LLC | 3,094 | $933.0K | 0.37% | +1,466+90.0% | Added |
| Bryn Mawr Trust Co | 3,108 | $938.0K | 0.04% | +30+1.0% | Added |
| Matisse Capital | 3,123 | $942.0K | 0.87% | +500+19.1% | Added |
| CenterBook Partners LP | 3,131 | $945.0K | 0.34% | +3,131 | New |
| WoodTrust Financial Corp | 3,145 | $949.0K | 0.19% | +950+43.3% | Added |
| Tiemann Investment Advisors, LLC | 3,156 | $952.0K | 0.44% | −30−0.9% | Reduced |
| Graham Capital Management, L.P. | 3,164 | $954.0K | 0.04% | +1,686+114.1% | Added |
| Liberty One Investment Management, LLC | 3,164 | $955.0K | 0.15% | −40−1.2% | Reduced |
| Perennial Investment Advisors, LLC | 3,165 | $956.0K | 0.30% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,259 | $983.0K | 0.04% | +10.0% | Added |
| LaFleur & Godfrey LLC | 3,306 | $997.0K | 0.13% | −105−3.1% | Reduced |