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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 796 | $240.0K | 0.02% | +31+4.1% | Added |
| Adviser Investments LLC | 788 | $238.0K | 0.02% | −59−7.0% | Reduced |
| Holderness Investments Co | 789 | $238.0K | 0.08% | −15−1.9% | Reduced |
| Magnus Financial Group LLC | 790 | $238.0K | 0.04% | +20+2.6% | Added |
| Tradition Wealth Management, LLC | 789 | $238.0K | 0.03% | +117+17.4% | Added |
| Motco | 782 | $236.0K | 0.02% | +749+2,269.7% | Added |
| Raub Brock Capital Management LP | 780 | $235.0K | 0.04% | +780 | New |
| Greenline Partners, LLC | 774 | $234.0K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 778 | $234.0K | 0.03% | +15+2.0% | Added |
| Chilton Investment Co LLC | 772 | $233.0K | 0.01% | +772 | New |
| Dock Street Asset Management Inc | 770 | $232.0K | 0.04% | −7,953−91.2% | Reduced |
| Investment Partners, Ltd. | 768 | $232.0K | 0.10% | +35+4.8% | Added |
| Blue Fin Capital, Inc. | 770 | $232.0K | 0.07% | +71+10.2% | Added |
| Coastal Investment Advisors, Inc. | 766 | $231.0K | 0.05% | −66−7.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 763 | $230.0K | 0.02% | −564−42.5% | Reduced |
| CVA Family Office, LLC | 763 | $230.0K | 0.06% | +25+3.4% | Added |
| Washington Trust Co | 763 | $230.0K | 0.01% | +162+27.0% | Added |
| Strategic Financial Services, Inc, | 764 | $230.0K | 0.02% | +200+35.5% | Added |
| Kovack Advisors, Inc. | 756 | $228.0K | 0.02% | −3,015−80.0% | Reduced |
| Legacy Financial Advisors, Inc. | 755 | $228.0K | 0.05% | −88−10.4% | Reduced |
| Teamwork Financial Advisors, LLC | 751 | $227.0K | 0.04% | −292−28.0% | Reduced |
| Echo45 Advisors LLC | 750 | $226.0K | 0.18% | −95−11.2% | Reduced |
| Dodge & Cox | 747 | $225.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 745 | $225.0K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 743 | $224.0K | 0.02% | +41+5.8% | Added |
| Eqis Capital Management, Inc. | 739 | $223.0K | 0.02% | −587−44.3% | Reduced |
| Cypress Capital Group | 738 | $223.0K | 0.03% | −20−2.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 732 | $221.0K | 0.05% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 732 | $221.0K | 0.27% | +732 | New |
| Harvest Fund Management Co., Ltd | 727 | $219.0K | 0.05% | −3,209−81.5% | Reduced |
| Paragon Wealth Strategies, LLC | 726 | $219.0K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 726 | $219.0K | 0.09% | +65+9.8% | Added |
| FirstPurpose Wealth LLC | 727 | $219.0K | 0.17% | +73+11.2% | Added |
| Tufton Capital Management | 720 | $217.0K | 0.04% | −15−2.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 718 | $217.0K | 0.06% | −9−1.2% | Reduced |
| Prio Wealth Limited Partnership | 720 | $217.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,000 | $216.0K | 0.15% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 716 | $216.0K | 0.02% | −103−12.6% | Reduced |
| BT Wealth Management LLC | 708 | $214.0K | 0.06% | −12−1.7% | Reduced |
| TD Private Client Wealth LLC | 708 | $213.6K | 0.01% | +61+9.4% | Added |
| Avidian Wealth Solutions, LLC | 706 | $213.0K | 0.01% | −134−16.0% | Reduced |
| Platform Technology Partners | 706 | $213.0K | 0.10% | +48+7.3% | Added |
| PDS Planning, Inc | 702 | $212.0K | 0.04% | +702 | New |
| Machina Capital S.A.S. | 700 | $211.0K | 0.46% | −900−56.3% | Reduced |
| Howard Financial Services, Ltd. | 695 | $210.0K | 0.06% | −17−2.4% | Reduced |
| Foster & Motley Inc | 694 | $209.0K | 0.02% | +7+1.0% | Added |
| BLB&B Advisors, LLC | 693 | $209.0K | 0.01% | +45+6.9% | Added |
| Donaldson Capital Management, LLC | 689 | $208.0K | 0.01% | −603−46.7% | Reduced |
| Magellan Asset Management Ltd | 689 | $208.0K | 0.00% | −1−0.1% | Reduced |
| Dividend Assets Capital, LLC | 690 | $208.0K | 0.04% | +690 | New |
| Meritage Portfolio Management | 687 | $207.0K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 684 | $206.0K | 0.03% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 682 | $205.7K | 0.02% | +682 | New |
| Hemenway Trust Co LLC | 678 | $205.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 679 | $205.0K | 0.07% | +50+7.9% | Added |
| Robertson Stephens Wealth Management, LLC | 681 | $205.0K | 0.02% | +681 | New |
| Chesapeake Wealth Management | 674 | $204.0K | 0.07% | −20−2.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 675 | $204.0K | 0.03% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 675 | $204.0K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 677 | $204.0K | 0.01% | +677 | New |
| Vicus Capital | 672 | $203.0K | 0.02% | −202−23.1% | Reduced |
| Five Oceans Advisors | 668 | $202.0K | 0.18% | −8−1.2% | Reduced |
| Northcape Wealth Management, LLC | 671 | $202.0K | 0.06% | +671 | New |
| West Bancorporation Inc | 667 | $201.0K | 0.12% | −80−10.7% | Reduced |
| IFG Advisory, LLC | 666 | $200.0K | 0.02% | −5−0.7% | Reduced |
| West Paces Advisors Inc. | 651 | $196.4K | 0.06% | +264+68.2% | Added |
| Spectrum Management Group, LLC | 645 | $195.0K | 0.03% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 620 | $187.0K | 0.13% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $186.4K | 0.06% | 00.0% | Unchanged |
| Trust Co | 612 | $185.0K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $181.0K | 0.01% | −15−2.4% | Reduced |
| Concord Wealth Partners | 601 | $181.0K | 0.05% | +120+24.9% | Added |
| Tyler-Stone Wealth Management | 585 | $176.0K | 0.10% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 604 | $175.0K | 0.02% | −20−3.2% | Reduced |
| Credential Qtrade Securities Inc. | 547 | $165.0K | 0.01% | +32+6.2% | Added |
| EverSource Wealth Advisors, LLC | 542 | $163.0K | 0.04% | +185+51.8% | Added |
| Byrne Asset Management LLC | 536 | $162.0K | 0.10% | −15−2.7% | Reduced |
| Vestor Capital, LLC | 515 | $155.0K | 0.02% | −160−23.7% | Reduced |
| Parkside Financial Bank & Trust | 506 | $153.0K | 0.04% | +14+2.8% | Added |
| Rowland & Co Investment Counsel | 487 | $146.9K | 0.03% | +61+14.3% | Added |
| TCWP LLC | 478 | $144.0K | 0.03% | +478 | New |
| Clearstead Advisors, LLC | 468 | $141.0K | 0.01% | +38+8.8% | Added |
| S.A. Mason LLC | 465 | $140.0K | 0.09% | 00.0% | Unchanged |
| Seldon Capital LP | 462 | $139.0K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 458 | $138.0K | 0.03% | −37−7.5% | Reduced |
| Blume Capital Management, Inc. | 459 | $138.0K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 456 | $138.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 450 | $135.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 443 | $134.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 441 | $133.0K | 0.02% | −63−12.5% | Reduced |
| WR Wealth Planners, LLC | 439 | $132.4K | 0.08% | +439 | New |
| Charter Oak Capital Management, LLC | 439 | $132.0K | 0.02% | +4+0.9% | Added |
| Exane Derivatives | 428 | $129.1K | 0.04% | −8−1.8% | Reduced |
| Farmers & Merchants Investments Inc | 429 | $129.0K | 0.00% | +3+0.7% | Added |
| Covestor Ltd | 418 | $126.0K | 0.09% | +140+50.4% | Added |
| KB Financial Partners, LLC | 407 | $123.0K | 0.03% | +35+9.4% | Added |
| Brown Brothers Harriman & Co | 406 | $122.0K | 0.00% | +346+576.7% | Added |
| Laurel Wealth Planning LLC | 375 | $113.0K | 0.08% | +375 | New |
| Pinnacle Bancorp, Inc. | 371 | $112.0K | 0.04% | +23+6.6% | Added |
| Thompson Siegel & Walmsley LLC | 369 | $111.0K | 0.00% | 00.0% | Unchanged |