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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 2,005 | $605.0K | 0.07% | −30−1.5% | Reduced |
| DCM Advisors, LLC | 2,000 | $603.0K | 0.21% | −3,024−60.2% | Reduced |
| Lindbrook Capital, LLC | 1,980 | $597.0K | 0.09% | +66+3.4% | Added |
| Baldwin Brothers Inc | 1,963 | $593.0K | 0.06% | +463+30.9% | Added |
| Pathstone Family Office, LLC | 1,945 | $592.0K | 0.01% | −49−2.5% | Reduced |
| Savant Capital, LLC | 1,958 | $591.0K | 0.02% | +115+6.2% | Added |
| Manchester Capital Management LLC | 1,953 | $589.0K | 0.08% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 2,117 | $588.0K | 0.01% | −61−2.8% | Reduced |
| EagleClaw Capital Managment, LLC | 1,950 | $588.0K | 0.14% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,933 | $583.0K | 0.02% | −11,784−85.9% | Reduced |
| Ellevest, Inc. | 1,931 | $583.0K | 0.05% | +250+14.9% | Added |
| Gryphon Financial Partners LLC | 1,925 | $581.0K | 0.12% | −349−15.3% | Reduced |
| Corbett Road Capital Management, LLC | 1,913 | $577.0K | 0.74% | +352+22.5% | Added |
| Financial Consulate, Inc | 1,908 | $576.0K | 0.22% | +52+2.8% | Added |
| Menard Financial Group LLC | 1,908 | $576.0K | 0.57% | +85+4.7% | Added |
| Dynamic Advisor Solutions LLC | 1,902 | $574.0K | 0.04% | +730+62.3% | Added |
| Foresight Wealth Management, LLC | 1,875 | $566.0K | 0.23% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,859 | $561.0K | 0.03% | −571−23.5% | Reduced |
| Ritholtz Wealth Management | 1,853 | $559.0K | 0.04% | −99−5.1% | Reduced |
| Purus Wealth Management, LLC | 1,835 | $554.0K | 0.38% | +1,011+122.7% | Added |
| Main Street Financial Solutions, LLC | 1,830 | $552.0K | 0.08% | +24+1.3% | Added |
| Archer Investment Corp | 1,826 | $550.7K | 0.20% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,800 | $543.0K | 0.04% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,803 | $543.0K | 0.08% | −52−2.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,800 | $543.0K | 0.40% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,798 | $542.0K | 0.17% | +130+7.8% | Added |
| Ameritas Advisory Services, LLC | 1,783 | $538.0K | 0.02% | +156+9.6% | Added |
| Focus Financial Network, Inc. | 1,782 | $537.7K | 0.04% | +1,782 | New |
| First Pacific Advisors, LP | 1,776 | $536.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,777 | $536.0K | 0.30% | +1,777 | New |
| GraniteShares Advisors LLC | 1,776 | $535.0K | 0.29% | +72+4.2% | Added |
| Bessemer Securities LLC | 1,768 | $533.0K | 0.16% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,755 | $529.0K | 0.31% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 1,744 | $526.0K | 0.10% | +16+0.9% | Added |
| Verdence Capital Advisors LLC | 1,733 | $523.0K | 0.06% | +64+3.8% | Added |
| RB Capital Management, LLC | 1,735 | $523.0K | 0.17% | +73+4.4% | Added |
| Quantbot Technologies LP | 1,725 | $520.0K | 0.05% | −23,068−93.0% | Reduced |
| Buckingham Strategic Partners | 1,722 | $520.0K | 0.05% | −29−1.7% | Reduced |
| Waldron Private Wealth LLC | 1,724 | $520.0K | 0.03% | +176+11.4% | Added |
| Winton Group Ltd | 1,722 | $519.0K | 0.03% | +1,722 | New |
| MQS Management LLC | 1,713 | $517.0K | 0.42% | +1,713 | New |
| Modera Wealth Management, LLC | 1,701 | $513.0K | 0.02% | −1,038−37.9% | Reduced |
| Wedmont Private Capital | 1,690 | $511.0K | 0.11% | +755+80.7% | Added |
| Summit Trail Advisors, LLC | 1,682 | $507.0K | 0.04% | −118−6.6% | Reduced |
| Symmetry Partners, LLC | 1,674 | $505.0K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,653 | $499.0K | 0.03% | −52−3.0% | Reduced |
| SPC Financial, Inc. | 1,650 | $498.0K | 0.06% | −152−8.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,650 | $498.0K | 0.49% | +95+6.1% | Added |
| Stamos Capital Partners, L.P. | 1,640 | $495.0K | 0.17% | +1,640 | New |
| Capital Market Strategies LLC | 1,627 | $491.0K | 0.42% | +973+148.8% | Added |
| Stokes Family Office, LLC | 1,617 | $488.0K | 0.06% | +430+36.2% | Added |
| PFS Investments Inc. | 1,618 | $488.0K | 0.01% | +647+66.6% | Added |
| Clear Street Markets LLC | 1,619 | $488.0K | 0.15% | +1,619 | New |
| Auxano Advisors, LLC | 1,608 | $485.0K | 0.21% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,603 | $484.0K | 0.00% | −145−8.3% | Reduced |
| Resources Management Corp | 1,600 | $483.0K | 0.07% | −50−3.0% | Reduced |
| Traynor Capital Management, Inc. | 1,594 | $480.0K | 0.06% | −10,662−87.0% | Reduced |
| WFA of San Diego, LLC | 1,580 | $477.0K | 0.36% | −25−1.6% | Reduced |
| Asset Management Corp | 1,581 | $477.0K | 0.29% | +21+1.3% | Added |
| Trustmark National Bank Trust Department | 1,575 | $475.0K | 0.04% | −7,526−82.7% | Reduced |
| Cambridge Advisors Inc. | 1,569 | $473.0K | 0.11% | 00.0% | Unchanged |
| Windsor Group LTD | 1,622 | $470.0K | 0.09% | +75+4.8% | Added |
| Minot Wealth Management LLC | 1,542 | $465.0K | 0.10% | −1,689−52.3% | Reduced |
| Trustcore Financial Services, LLC | 1,537 | $464.0K | 0.04% | +1,129+276.7% | Added |
| Integrated Wealth Concepts LLC | 1,532 | $462.0K | 0.01% | −223−12.7% | Reduced |
| Caldwell Trust Co | 1,527 | $460.7K | 0.05% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,511 | $456.0K | 0.12% | −161−9.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $455.0K | 0.04% | −341−18.4% | Reduced |
| Leavell Investment Management, Inc. | 1,500 | $453.0K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,500 | $453.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,500 | $453.0K | 0.05% | +197+15.1% | Added |
| Cassady Schiller Wealth Management, LLC | 1,501 | $453.0K | 0.22% | +451+43.0% | Added |
| Level Four Advisory Services, LLC | 1,498 | $452.0K | 0.04% | +169+12.7% | Added |
| TrinityPoint Wealth, LLC | 1,488 | $449.0K | 0.08% | +131+9.7% | Added |
| Fulton Breakefield Broenniman LLC | 1,482 | $447.0K | 0.04% | +1,482 | New |
| Arete Wealth Advisors, LLC | 1,476 | $445.0K | 0.04% | −60−3.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,450 | $437.4K | 0.12% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,826 | $435.0K | 0.02% | +47+2.6% | 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 |
| DRW Securities, LLC | 1,435 | $433.0K | 0.11% | +370+34.7% | Added |
| Clean Yield Group | 1,433 | $432.0K | 0.15% | −250−14.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,430 | $431.0K | 0.06% | +275+23.8% | Added |
| Biltmore Family Office, LLC | 1,422 | $429.0K | 0.09% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,415 | $427.0K | 0.23% | −605−30.0% | Reduced |
| 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 |
| 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 |
| Summit Financial, LLC | 1,404 | $423.6K | 0.03% | +72+5.4% | Added |
| Benchmark Investment Advisors LLC | 1,402 | $423.0K | 0.32% | +70+5.3% | Added |
| 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 |
| Eudaimonia Partners, LLC | 1,394 | $421.0K | 0.07% | +1,394 | New |
| 17 Capital Partners, LLC | 1,384 | $418.0K | 0.44% | −1,175−45.9% | Reduced |
| 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 |