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 |
|---|---|---|---|---|---|
| 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 |
| Axxcess Wealth Management, LLC | 2,887 | $871.0K | 0.07% | +1,065+58.5% | Added |
| 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 |
| Clifford Swan Investment Counsel LLC | 2,868 | $865.0K | 0.03% | −300−9.5% | 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 |
| Zacks Investment Management | 2,818 | $850.0K | 0.01% | −49,565−94.6% | Reduced |
| Cetera Advisors LLC | 2,810 | $848.0K | 0.02% | −1,615−36.5% | Reduced |
| Lumature Wealth Partners, LLC | 2,808 | $847.0K | 0.34% | −61−2.1% | Reduced |
| Covington Capital Management | 2,801 | $845.0K | 0.03% | +2,348+518.3% | Added |
| Institute for Wealth Management, LLC. | 2,793 | $843.0K | 0.14% | −81−2.8% | Reduced |
| Country Club Bank | 2,760 | $840.0K | 0.07% | +2,760 | New |
| Harbor Investment Advisory, LLC | 2,772 | $836.0K | 0.11% | +570+25.9% | Added |
| Ausdal Financial Partners, Inc. | 2,764 | $834.0K | 0.11% | +242+9.6% | Added |
| Wealth Alliance | 2,692 | $812.0K | 0.17% | +350+14.9% | Added |
| Private Portfolio Partners LLC | 2,689 | $811.2K | 0.20% | +10+0.4% | Added |
| 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 |
| Bruderman Asset Management, LLC | 2,670 | $805.0K | 1.21% | −940−26.0% | Reduced |
| Comgest Global Investors S.A.S. | 2,647 | $799.0K | 0.01% | +97+3.8% | Added |
| Ashton Thomas Private Wealth, LLC | 2,639 | $796.1K | 0.07% | −21−0.8% | Reduced |
| WSFS Capital Management, LLC | 2,624 | $792.0K | 0.22% | +2,624 | New |
| Aaron Wealth Advisors | 237,723 | $788.0K | 0.02% | +236,782+25,162.8% | Added |
| Brookstone Capital Management | 2,813 | $785.0K | 0.02% | +529+23.2% | Added |
| Trust Co of Virginia | 2,594 | $783.0K | 0.08% | −145−5.3% | Reduced |
| Segall Bryant & Hamill, LLC | 2,556 | $772.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 2,548 | $769.0K | 0.01% | +91+3.7% | Added |
| Michael B. Yongue | 2,534 | $764.0K | 0.56% | −10.0% | Reduced |
| Jackson Square Capital, LLC | 2,529 | $763.0K | 0.24% | −400−13.7% | Reduced |
| Cypress Capital, LLC | 2,510 | $757.0K | 0.09% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 2,500 | $754.0K | 0.40% | +2,500 | New |
| Trexquant Investment LP | 2,496 | $753.0K | 0.04% | −15,614−86.2% | Reduced |
| Park National Corp | 2,489 | $751.0K | 0.03% | +32+1.3% | Added |
| 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 |
| Lido Advisors, LLC | 2,483 | $749.0K | 0.01% | −452−15.4% | Reduced |
| Cowen and Company, LLC | 2,451 | $739.0K | 0.07% | +797+48.2% | Added |
| Ulland Investment Advisors, LLC | 2,446 | $738.0K | 0.55% | −14−0.6% | 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 |
| J.W. Cole Advisors, Inc. | 2,433 | $734.0K | 0.05% | −165−6.4% | Reduced |
| 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 |
| 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 |
| HBK Sorce Advisory LLC | 2,404 | $725.0K | 0.04% | +351+17.1% | Added |
| EMC Capital Management | 2,400 | $724.0K | 0.52% | 00.0% | Unchanged |
| 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 |
| Anchor Investment Management, LLC | 2,393 | $721.9K | 0.09% | +51+2.2% | Added |
| Congress Asset Management Co | 2,380 | $718.0K | 0.01% | −27−1.1% | 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 |
| 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 |
| Copperwynd Financial, LLC | 2,362 | $713.0K | 0.30% | +65+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,355 | $710.0K | 0.13% | +101+4.5% | Added |
| Strategic Blueprint, LLC | 2,347 | $708.0K | 0.08% | −165−6.6% | Reduced |
| Quadrant Capital Group LLC | 2,343 | $707.0K | 0.09% | +49+2.1% | Added |
| Connectus Wealth, LLC | 1,964 | $706.0K | 0.02% | −3−0.2% | Reduced |
| BTC Capital Management, Inc. | 2,333 | $705.0K | 0.07% | +47+2.1% | Added |
| Grove Bank & Trust | 2,334 | $704.0K | 0.14% | +150+6.9% | Added |
| Howard Capital Management Group, LLC | 2,312 | $697.0K | 0.06% | −400−14.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,308 | $696.0K | 0.02% | +46+2.0% | Added |
| Evergreen Capital Management LLC | 2,279 | $688.0K | 0.03% | +48+2.2% | Added |
| Moors & Cabot, Inc. | 2,275 | $686.0K | 0.04% | +17+0.8% | Added |
| Arden Trust Co | 2,262 | $683.0K | 0.13% | +463+25.7% | Added |
| Claret Asset Management Corp | 2,239 | $675.0K | 0.13% | +910+68.5% | Added |
| Willner & Heller, LLC | 1,875 | $674.0K | 0.83% | +1,250+200.0% | Added |
| Davy Global Fund Management Ltd | 2,229 | $672.0K | 0.11% | −528−19.2% | Reduced |
| King Luther Capital Management Corp | 2,221 | $670.0K | 0.00% | −3,185−58.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,221 | $670.0K | 0.06% | +10+0.5% | Added |
| Maven Securities LTD | 2,216 | $669.0K | 0.14% | +2,216 | New |
| Miramar Capital, LLC | 2,195 | $662.0K | 0.18% | +2,195 | New |
| Chicago Partners Investment Group LLC | 3,069 | $661.0K | 0.05% | +396+14.8% | Added |
| Intellectus Partners, LLC | 2,188 | $660.0K | 0.20% | +130+6.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,175 | $657.0K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,173 | $656.0K | 0.19% | −267−10.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,170 | $655.0K | 0.01% | −15,207−87.5% | Reduced |
| Heritage Trust Co | 2,166 | $653.0K | 0.09% | −15−0.7% | Reduced |
| First United Bank Trust | 2,149 | $648.0K | 0.25% | +65+3.1% | Added |
| Harrington Investments, INC | 2,144 | $647.0K | 0.39% | +5+0.2% | Added |
| Central Trust Co | 2,140 | $646.0K | 0.02% | +37+1.8% | Added |
| Legacy Wealth Management, LLC | 2,135 | $644.1K | 0.34% | +11+0.5% | Added |
| Wambolt & Associates, LLC | 2,106 | $643.0K | 0.23% | +211+11.1% | Added |
| Sawtooth Solutions, LLC | 2,128 | $642.0K | 0.08% | −1,808−45.9% | Reduced |
| Endurance Wealth Management, Inc. | 2,124 | $641.0K | 0.08% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,122 | $640.0K | 0.07% | +167+8.5% | Added |
| AXS Investments LLC | 2,080 | $627.0K | 0.25% | −1,837−46.9% | Reduced |
| Fulton Bank, N.A. | 2,076 | $627.0K | 0.03% | +601+40.7% | Added |
| Cannell Peter B & Co Inc | 2,075 | $626.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,250 | $622.0K | 0.05% | −84−3.6% | Reduced |
| HYA Advisors, Inc | 2,058 | $621.0K | 0.21% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,044 | $617.0K | 0.15% | +154+8.1% | Added |
| Mizuho Securities Co. Ltd. | 2,034 | $614.0K | 0.13% | +280+16.0% | Added |
| Circle Wealth Management, LLC | 2,011 | $607.0K | 0.08% | +655+48.3% | Added |
| Spears Abacus Advisors LLC | 2,010 | $606.0K | 0.04% | 00.0% | Unchanged |