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 |
|---|---|---|---|---|---|
| JGP Global Gestao de Recursos Ltda. | 2,688 | $504.0K | 0.43% | +16+0.6% | Added |
| Sentry Investment Management LLC | 2,708 | $508.0K | 0.24% | +188+7.5% | Added |
| Sunbelt Securities, Inc. | 2,721 | $510.0K | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,730 | $512.0K | 0.02% | −225−7.6% | Reduced |
| Comgest Global Investors S.A.S. | 2,731 | $512.0K | 0.01% | +84+3.2% | Added |
| Private Portfolio Partners LLC | 2,739 | $513.4K | 0.15% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,769 | $518.0K | 0.65% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,767 | $519.0K | 0.07% | +399+16.8% | Added |
| Avestar Capital, LLC | 2,794 | $524.0K | 0.15% | −625−18.3% | Reduced |
| Wambolt & Associates, LLC | 2,794 | $524.0K | 0.22% | +58+2.1% | Added |
| NewEdge Wealth, LLC | 2,803 | $525.0K | 0.02% | −3,908−58.2% | Reduced |
| Dakota Wealth Management | 2,799 | $525.0K | 0.04% | −894−24.2% | Reduced |
| Institute for Wealth Management, LLC. | 2,801 | $525.0K | 0.12% | −20−0.7% | Reduced |
| Summit Trail Advisors, LLC | 2,803 | $525.0K | 0.03% | +258+10.1% | Added |
| Seeyond | 2,821 | $528.0K | 0.06% | −742−20.8% | Reduced |
| Great Valley Advisor Group, Inc. | 2,831 | $531.0K | 0.03% | −2,442−46.3% | Reduced |
| KCM Investment Advisors LLC | 2,863 | $537.0K | 0.02% | −381−11.7% | Reduced |
| BTC Capital Management, Inc. | 2,869 | $537.0K | 0.07% | +100+3.6% | Added |
| Belpointe Asset Management LLC | 2,879 | $540.0K | 0.04% | +1,983+221.3% | Added |
| Leavell Investment Management, Inc. | 2,899 | $543.0K | 0.04% | +724+33.3% | Added |
| Smith, Salley & Associates | 2,912 | $546.0K | 0.05% | +227+8.5% | Added |
| FourThought Financial, LLC | 2,920 | $547.0K | 0.08% | −260−8.2% | Reduced |
| Insight Inv LLC | 2,920 | $547.0K | 0.61% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,945 | $552.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,950 | $553.0K | 0.09% | −24−0.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $562.0K | 0.01% | −2,200−42.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,005 | $563.0K | 0.02% | −234−7.2% | Reduced |
| Bellecapital International Ltd. | 3,004 | $563.0K | 0.17% | +191+6.8% | Added |
| Country Club Bank | 2,985 | $564.0K | 0.05% | +166+5.9% | Added |
| Venture Visionary Partners LLC | 3,024 | $566.0K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,026 | $567.0K | 0.37% | +20+0.7% | Added |
| Zeke Capital Advisors, LLC | 3,038 | $570.0K | 0.04% | −3,134−50.8% | Reduced |
| Heritage Wealth Advisors | 3,055 | $572.6K | 0.04% | +1,299+74.0% | Added |
| Geneos Wealth Management Inc. | 3,066 | $574.0K | 0.04% | +130+4.4% | Added |
| Field & Main Bank | 3,073 | $576.0K | 0.39% | +90+3.0% | Added |
| Avalon Investment & Advisory | 3,126 | $586.0K | 0.02% | −512−14.1% | Reduced |
| Checchi Capital Advisers, LLC | 3,145 | $589.0K | 0.06% | −21−0.7% | Reduced |
| Mizuho Markets Cayman LP | 3,143 | $589.0K | 0.08% | +2,021+180.1% | Added |
| Parallel Advisors, LLC | 3,166 | $593.0K | 0.03% | −463−12.8% | Reduced |
| Wisconsin Capital Management LLC | 3,192 | $598.0K | 0.47% | −14,726−82.2% | Reduced |
| Segment Wealth Management, LLC | 3,194 | $599.0K | 0.07% | +256+8.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,200 | $600.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,224 | $604.0K | 0.32% | −45−1.4% | Reduced |
| Liberty One Investment Management, LLC | 3,266 | $612.0K | 0.10% | +1,998+157.6% | Added |
| WealthPlan Investment Management, LLC | 2,309 | $619.0K | 0.05% | +2,309 | New |
| Conning Inc. | 3,310 | $620.0K | 0.02% | −218−6.2% | Reduced |
| LaFleur & Godfrey LLC | 3,306 | $620.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,315 | $621.0K | 0.07% | −39−1.2% | Reduced |
| Americana Partners, LLC | 3,323 | $622.0K | 0.11% | −1,851−35.8% | Reduced |
| Voya Financial Advisors, Inc. | 3,288 | $622.0K | 0.08% | −56−1.7% | Reduced |
| EMC Capital Management | 2,400 | $623.0K | 0.58% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,331 | $624.0K | 0.06% | −138−4.0% | Reduced |
| Security Asset Management | 3,340 | $626.0K | 0.38% | +3,340 | New |
| CNB Bank | 3,345 | $627.0K | 0.42% | +194+6.2% | Added |
| Wealth Architects, LLC | 3,348 | $628.0K | 0.13% | −18−0.5% | Reduced |
| MAI Capital Management | 3,363 | $630.0K | 0.01% | −359−9.6% | Reduced |
| Itau Unibanco Holding S.A. | 3,368 | $631.0K | 0.03% | +3,137+1,358.0% | Added |
| Strategic Wealth Partners, Ltd. | 3,373 | $632.2K | 0.13% | −140−4.0% | Reduced |
| Columbia Trust Co 01012016 | 3,386 | $634.0K | 0.36% | +210+6.6% | Added |
| CAPROCK Group, Inc. | 3,402 | $638.0K | 0.06% | −279−7.6% | Reduced |
| Brookstone Capital Management | 3,431 | $639.0K | 0.01% | +442+14.8% | Added |
| Scotia Capital Inc. | 3,417 | $640.0K | 0.01% | −17,264−83.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,434 | $644.0K | 0.19% | −191−5.3% | Reduced |
| Brandywine Managers, LLC | 3,495 | $655.0K | 2.15% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,527 | $661.0K | 0.17% | +184+5.5% | Added |
| Brighton Jones LLC | 3,534 | $662.0K | 0.04% | +133+3.9% | Added |
| Paloma Partners Management Co | 3,539 | $663.0K | 0.13% | −24,741−87.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,561 | $667.0K | 0.73% | +54+1.5% | Added |
| Proequities, Inc. | 3,571 | $669.0K | 0.06% | +786+28.2% | Added |
| 180 Wealth Advisors, LLC | 3,591 | $673.0K | 0.19% | +17+0.5% | Added |
| Wipfli Financial Advisors LLC, | 3,593 | $673.0K | 0.05% | +3,593 | New |
| Andrew Hill Investment Advisors, Inc. | 3,596 | $674.0K | 0.91% | −2,667−42.6% | Reduced |
| GM Advisory Group, Inc. | 3,621 | $679.0K | 0.09% | +3,621 | New |
| RMB Capital Management, LLC | 3,626 | $680.0K | 0.03% | +23+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 3,645 | $683.0K | 0.01% | +1,490+69.1% | Added |
| Verdence Capital Advisors LLC | 3,653 | $685.0K | 0.09% | +999+37.6% | Added |
| Baker Tilly Wealth Management, LLC | 3,684 | $691.0K | 0.09% | −7,025−65.6% | Reduced |
| Krilogy Financial LLC | 3,712 | $696.0K | 0.08% | +19+0.5% | Added |
| Iyo Bank, Ltd. | 3,720 | $697.0K | 0.37% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,716 | $697.0K | 0.13% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,734 | $700.0K | 0.79% | −488−11.6% | Reduced |
| Boston Financial Mangement LLC | 3,759 | $705.0K | 0.03% | −6−0.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,385 | $715.0K | 0.37% | +3,385 | New |
| Intellectus Partners, LLC | 3,860 | $724.0K | 0.26% | −1,057−21.5% | Reduced |
| Capital Asset Advisory Services LLC | 3,874 | $726.0K | 0.09% | +98+2.6% | Added |
| Los Angeles Capital Management LLC | 3,877 | $727.0K | 0.00% | +1,945+100.7% | Added |
| Federation des caisses Desjardins du Quebec | 3,879 | $727.1K | 0.01% | −186−4.6% | Reduced |
| Eastover Investment Advisors LLC | 3,863 | $729.0K | 0.45% | +455+13.4% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $729.3K | 0.26% | 00.0% | Unchanged |
| Polen Capital Management LLC | 3,897 | $730.0K | 0.00% | −3,434,501−99.9% | Reduced |
| Bryn Mawr Trust Co | 3,903 | $732.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,043 | $737.0K | 0.05% | +14+0.5% | Added |
| Western Wealth Management, LLC | 3,956 | $742.0K | 0.04% | +141+3.7% | Added |
| PKO Investment Management Joint-Stock Co | 4,000 | $749.8K | 0.13% | −2,000−33.3% | Reduced |
| Trust Asset Management LLC | 4,032 | $756.0K | 0.10% | +293+7.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,040 | $757.0K | 0.00% | +1,248+44.7% | Added |
| Conway Capital Management, Inc. | 4,044 | $758.0K | 0.68% | −200−4.7% | Reduced |
| Graham Capital Management, L.P. | 4,068 | $762.0K | 0.03% | −5,064−55.5% | Reduced |
| Wahed Invest LLC | 4,067 | $762.0K | 0.46% | +238+6.2% | Added |
| Hilltop Holdings Inc. | 4,082 | $765.0K | 0.10% | +4,082 | New |