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, Q3 2022
Institutional positions in Intuitive Surgical Inc as of Sep 30, 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
- 1,310
- +7 vs. Q2 2022
- Shares held
- 293.4M
- −2.47M (−0.8%) vs. Q2 2022
- Total value
- $55.1B
- −$4.31B (−7.3%) vs. Q2 2022
- New holders
- 109
- 508 more added
- Sold out
- 102
- 488 more reduced
24 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ulland Investment Advisors, LLC | 1,881 | $353.0K | 0.39% | −45−2.3% | Reduced |
| NorthRock Partners, LLC | 1,888 | $354.0K | 0.04% | −196−9.4% | Reduced |
| Forum Financial Management, LP | 1,891 | $354.0K | 0.02% | +1,891 | New |
| Purus Wealth Management, LLC | 1,892 | $355.0K | 0.33% | +5+0.3% | Added |
| Pinnacle Associates Ltd | 1,895 | $355.0K | 0.01% | +570+43.0% | Added |
| Wealth Alliance | 1,902 | $357.0K | 0.07% | −682−26.4% | Reduced |
| Fox Run Management, L.L.C. | 1,909 | $358.0K | 0.14% | −1,452−43.2% | Reduced |
| Global Retirement Partners, LLC | 1,456 | $359.0K | 0.03% | −7,362−83.5% | Reduced |
| Investment Partners, Ltd. | 1,931 | $362.0K | 0.11% | +1,931 | New |
| Lindbrook Capital, LLC | 1,942 | $364.0K | 0.06% | +39+2.0% | Added |
| Manchester Capital Management LLC | 1,953 | $366.0K | 0.06% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,950 | $366.0K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,958 | $367.0K | 0.01% | −141−6.7% | Reduced |
| SeaCrest Wealth Management, LLC | 1,956 | $367.0K | 0.06% | −73−3.6% | Reduced |
| Connectus Wealth, LLC | 1,957 | $367.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,956 | $367.0K | 0.02% | +539+38.0% | Added |
| Miracle Mile Advisors, LLC | 1,961 | $368.0K | 0.02% | +1,961 | New |
| Pallas Capital Advisors LLC | 1,575 | $369.0K | 0.04% | −23,198−93.6% | Reduced |
| Ameritas Advisory Services, LLC | 1,967 | $369.0K | 0.02% | +136+7.4% | Added |
| Trustcore Financial Services, LLC | 1,968 | $369.0K | 0.04% | +363+22.6% | Added |
| Waldron Private Wealth LLC | 1,995 | $373.0K | 0.02% | +191+10.6% | Added |
| Fulton Bank, N.A. | 2,003 | $375.0K | 0.02% | −34−1.7% | Reduced |
| K.J. Harrison & Partners Inc | 2,000 | $375.0K | 0.13% | +2,000 | New |
| Spears Abacus Advisors LLC | 2,010 | $377.0K | 0.04% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,037 | $382.0K | 0.27% | +244+13.6% | Added |
| Wedmont Private Capital | 2,072 | $388.0K | 0.08% | +2,072 | New |
| Cannell Peter B & Co Inc | 2,075 | $389.0K | 0.01% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,085 | $391.0K | 0.29% | +618+42.1% | Added |
| Strategy Asset Managers LLC | 2,085 | $391.0K | 0.11% | +758+57.1% | Added |
| Covenant Asset Management, LLC | 2,121 | $398.0K | 0.16% | −93−4.2% | Reduced |
| Endurance Wealth Management, Inc. | 2,124 | $398.0K | 0.07% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,144 | $402.0K | 0.31% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,154 | $404.0K | 0.01% | −61,468−96.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,015 | $404.0K | 0.01% | +466+30.1% | Added |
| Gryphon Financial Partners LLC | 2,158 | $405.0K | 0.10% | +46+2.2% | Added |
| Hodges Capital Management Inc. | 2,173 | $407.0K | 0.07% | −3,591−62.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,175 | $408.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,196 | $411.0K | 0.02% | +2+0.1% | Added |
| PFS Investments Inc. | 2,205 | $413.0K | 0.01% | +301+15.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,202 | $413.0K | 0.01% | +2,202 | New |
| Legacy Wealth Management, LLC | 2,210 | $414.2K | 0.28% | +75+3.5% | Added |
| Copperwynd Financial, LLC | 2,221 | $416.0K | 0.24% | +15+0.7% | Added |
| Foresight Wealth Management, LLC | 2,221 | $416.0K | 0.18% | +154+7.5% | Added |
| Arden Trust Co | 2,225 | $417.0K | 0.11% | −31−1.4% | Reduced |
| First Citizens Bank & Trust Co | 2,229 | $418.0K | 0.01% | −391−14.9% | Reduced |
| First United Bank Trust | 2,243 | $420.0K | 0.21% | +4+0.2% | Added |
| Park National Corp | 2,250 | $422.0K | 0.02% | −352−13.5% | Reduced |
| Nomura Holdings Inc | 2,259 | $423.0K | 0.00% | −1,303−36.6% | Reduced |
| HBK Sorce Advisory LLC | 2,277 | $427.0K | 0.03% | +318+16.2% | Added |
| Heritage Trust Co | 2,281 | $428.0K | 0.07% | +100+4.6% | Added |
| Harbor Investment Advisory, LLC | 2,287 | $429.0K | 0.07% | −193−7.8% | Reduced |
| Howard Capital Management Group, LLC | 2,287 | $429.0K | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,308 | $433.0K | 0.15% | −10−0.4% | Reduced |
| Zacks Investment Management | 2,310 | $433.0K | 0.01% | +2+0.1% | Added |
| Dynamic Advisor Solutions LLC | 2,339 | $438.0K | 0.03% | −201−7.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,342 | $439.0K | 0.05% | +191+8.9% | Added |
| Ossiam | 2,352 | $441.0K | 0.01% | −5,220−68.9% | Reduced |
| Westwood Holdings Group Inc. | 2,353 | $441.0K | 0.01% | −1,427−37.8% | Reduced |
| Covenant Partners, LLC | 2,370 | $444.0K | 0.22% | +2,370 | New |
| Exos TFP Holdings LLC | 2,367 | $444.0K | 0.20% | +2,367 | New |
| Ancora Advisors, LLC | 2,377 | $445.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,381 | $446.0K | 0.01% | −44−1.8% | Reduced |
| Grove Bank & Trust | 2,384 | $447.0K | 0.11% | −174−6.8% | Reduced |
| Cowen and Company, LLC | 2,388 | $448.0K | 0.04% | +2,388 | New |
| Mirador Capital Partners LP | 2,393 | $449.0K | 0.11% | −131−5.2% | Reduced |
| Argent Trust Co | 2,402 | $450.0K | 0.03% | −1,706−41.5% | Reduced |
| Chicago Trust Co NA | 2,410 | $452.0K | 0.12% | −533−18.1% | Reduced |
| Blueshift Asset Management, LLC | 2,424 | $454.0K | 0.10% | +2,424 | New |
| Summit Place Financial Advisors, LLC | 2,430 | $455.0K | 0.42% | −2,176−47.2% | Reduced |
| Sawtooth Solutions, LLC | 2,430 | $455.0K | 0.07% | +247+11.3% | Added |
| Michael B. Yongue | 2,437 | $457.0K | 0.45% | −30−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,439 | $457.0K | 0.10% | +36+1.5% | Added |
| Allegheny Financial Group LTD | 2,448 | $458.0K | 0.22% | +2,448 | New |
| AtonRa Partners | 2,451 | $459.0K | 0.45% | −3,102−55.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,447 | $459.0K | 0.09% | −49−2.0% | Reduced |
| Rothschild Investment Corp | 2,467 | $462.0K | 0.05% | −500−16.9% | Reduced |
| Segall Bryant & Hamill, LLC | 2,475 | $463.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,481 | $465.0K | 0.04% | +76+3.2% | Added |
| Davy Global Fund Management Ltd | 2,493 | $467.0K | 0.10% | +264+11.8% | Added |
| Horizon Investments, LLC | 2,506 | $470.0K | 0.01% | −1,717−40.7% | Reduced |
| Joel Isaacson & Co., LLC | 2,508 | $470.0K | 0.04% | +750+42.7% | Added |
| Achmea Investment Management B.V. | 2,524 | $473.0K | 0.02% | −9,076−78.2% | Reduced |
| Arabesque Asset Management Ltd | 2,522 | $473.0K | 0.23% | −5,694−69.3% | Reduced |
| Two Sigma Securities, LLC | 2,527 | $474.0K | 0.07% | −12,013−82.6% | Reduced |
| HB Wealth Management, LLC | 2,530 | $474.0K | 0.01% | +621+32.5% | Added |
| Echo Street Capital Management LLC | 2,532 | $475.0K | 0.00% | +1,301+105.7% | Added |
| Tiaa, FSB | 2,545 | $477.0K | 0.00% | −37,664−93.7% | Reduced |
| First National Trust Co | 2,552 | $478.0K | 0.03% | −3−0.1% | Reduced |
| Merit Financial Group, LLC | 2,568 | $481.0K | 0.02% | −32−1.2% | Reduced |
| Covington Capital Management | 2,574 | $482.0K | 0.02% | +9+0.4% | Added |
| Anchor Investment Management, LLC | 2,614 | $490.0K | 0.08% | +250+10.6% | Added |
| ARGI Investment Services, LLC | 2,620 | $491.0K | 0.02% | +142+5.7% | Added |
| Circle Wealth Management, LLC | 2,617 | $491.0K | 0.08% | +615+30.7% | Added |
| Fukoku Mutual Life Insurance Co | 2,627 | $492.0K | 0.05% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,626 | $492.0K | 0.03% | +202+8.3% | Added |
| Essex Financial Services, Inc. | 2,638 | $494.0K | 0.06% | −95−3.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,634 | $494.0K | 0.01% | −59−2.2% | Reduced |
| Trust Co of Virginia | 2,659 | $498.0K | 0.06% | +17+0.6% | Added |
| Financial Consulate, Inc | 2,670 | $500.0K | 0.21% | +400+17.6% | Added |
| KG&L Capital Management,LLC | 2,678 | $502.0K | 0.28% | −99−3.6% | Reduced |