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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 1,371 | $413.6K | 0.01% | −2,891−67.8% | Reduced |
| Lebenthal Global Advisors, LLC | 1,363 | $411.0K | 0.18% | +126+10.2% | 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 |
| Ellsworth Advisors, LLC | 1,344 | $407.0K | 0.14% | +3+0.2% | Added |
| Forum Financial Management, LP | 1,341 | $404.0K | 0.02% | −371−21.7% | Reduced |
| Financial Management Professionals, Inc. | 1,332 | $402.0K | 0.09% | +18+1.4% | Added |
| Pictet North America Advisors SA | 1,330 | $401.0K | 0.05% | −773−36.8% | Reduced |
| Integrated Advisors Network LLC | 1,318 | $398.0K | 0.02% | +348+35.9% | 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 |
| 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 |
| Laidlaw Wealth Management LLC | 1,306 | $394.0K | 0.07% | −123−8.6% | Reduced |
| Vigilare Wealth Management | 1,303 | $393.0K | 0.32% | +190+17.1% | Added |
| Community Capital Management, Inc. | – | $392.0K | 0.47% | – | – |
| Golden State Equity Partners | 1,301 | $392.0K | 0.20% | +1,301 | New |
| Mather Group, LLC. | 1,288 | $389.0K | 0.01% | +521+67.9% | Added |
| 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 |
| Kestra Private Wealth Services, LLC | 1,266 | $382.0K | 0.02% | −65−4.9% | Reduced |
| Graypoint LLC | 1,261 | $380.0K | 0.04% | +116+10.1% | 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 |
| First National Bank of Hutchinson | 1,255 | $378.0K | 0.22% | +2+0.2% | Added |
| Hall Laurie J Trustee | 1,250 | $377.0K | 0.14% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,243 | $375.0K | 0.08% | −3,015−70.8% | 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 |
| Hutchens & Kramer Investment Management Group, LLC | 1,215 | $371.0K | 0.21% | −82−6.3% | Reduced |
| Kingsview Wealth Management, LLC | 1,228 | $370.5K | 0.02% | −11−0.9% | Reduced |
| Johnson Financial Group, Inc. | 1,226 | $370.0K | 0.03% | +812+196.1% | Added |
| 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 |
| 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 |
| Gladstone Institutional Advisory LLC | 1,214 | $366.0K | 0.02% | +538+79.6% | Added |
| 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 |
| Paradigm Financial Partners, LLC | 1,259 | $363.0K | 0.08% | −61−4.6% | 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 |
| Sittner & Nelson, LLC | 1,194 | $360.0K | 0.21% | −21−1.7% | Reduced |
| Gamble Jones Investment Counsel | 1,190 | $359.0K | 0.02% | +50+4.4% | Added |
| 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 |
| Norris Perne & French LLP | 1,185 | $357.0K | 0.03% | −24−2.0% | Reduced |
| Heritage Wealth Management, LLC | 1,170 | $353.0K | 0.10% | +1,170 | New |
| Rehmann Capital Advisory Group | 1,160 | $349.9K | 0.03% | +69+6.3% | Added |
| Ballentine Partners, LLC | 1,161 | $349.0K | 0.01% | +7+0.6% | Added |
| Rossmore Private Capital | 1,155 | $348.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Silverlake Wealth Management LLC | 1,148 | $346.3K | 0.20% | +14+1.2% | Added |
| Renasant Bank | 1,147 | $346.0K | 0.23% | +169+17.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,143 | $344.0K | 0.03% | −1−0.1% | Reduced |
| Kercheville Advisors, LLC | 1,135 | $342.0K | 0.16% | −85−7.0% | Reduced |
| International Assets Investment Management, LLC | 1,127 | $340.0K | 0.06% | +20+1.8% | Added |
| 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 |
| 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 |
| ZWJ Investment Counsel Inc | 1,116 | $337.0K | 0.02% | −150−11.8% | Reduced |
| LVW Advisors, LLC | 1,112 | $335.0K | 0.06% | +89+8.7% | Added |
| Parcion Private Wealth LLC | 1,100 | $334.0K | 0.03% | −9−0.8% | Reduced |
| Drive Wealth Management, LLC | 1,097 | $331.0K | 0.28% | +231+26.7% | Added |
| Desjardins Global Asset Management Inc. | 1,096 | $330.0K | 0.03% | −66−5.7% | Reduced |
| 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 |
| 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 |
| Financial Perspectives, Inc | 1,080 | $325.8K | 0.15% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,077 | $325.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,074 | $324.0K | 0.03% | −75−6.5% | Reduced |
| Davenport & Co LLC | 1,071 | $323.0K | 0.00% | +99+10.2% | Added |
| 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 |
| Covenant Partners, LLC | 1,053 | $318.0K | 0.13% | +1,053 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,052 | $317.0K | 0.08% | +1,052 | New |
| 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 |
| 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 |
| Hendershot Investments Inc. | 1,031 | $311.0K | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $310.0K | 0.02% | 00.0% | Unchanged |