Skip to main content

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, Q4 2022

Institutional positions in Intuitive Surgical Inc as of Dec 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
1,439
+154 vs. Q3 2022
Shares held
293.4M
+1.69M (+0.6%) vs. Q3 2022
Total value
$77.7B
+$22.9B (+41.9%) vs. Q3 2022
New holders
259
444 more added
Sold out
105
553 more reduced

25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,439 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ4 2022: $77.7B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2022.

Institutions holding ISRG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street LLC1$00.00%+1New
RWM Asset Management, LLC2$5310.00%+2New
True Wealth Design, LLC2$5310.00%+2New
Country Trust Bank3$7960.00%00.0%Unchanged
TCTC Holdings, LLC3$7960.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$7960.00%−3−50.0%Reduced
Affiance Financial, LLC3$7960.00%+3New
Global Wealth Strategies & Associates3$7960.00%+3New
Retirement Group, LLC5$1.00K0.00%+4+400.0%Added
Sageworth Trust Co2$1.00K0.00%+2New
WestEnd Advisors, LLC4$1.06K0.00%−1−20.0%Reduced
Accel Wealth Management4$1.06K0.00%00.0%Unchanged
Truvestments Capital LLC4$1.06K0.00%+4New
Kelly Financial Services LLC5$1.33K0.00%00.0%Unchanged
Hartford Financial Management Inc.6$1.59K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc6$1.59K0.00%+6New
Financial Synergies Wealth Advisors, Inc.6$1.59K0.00%−3−33.3%Reduced
SJS Investment Consulting Inc.7$1.86K0.00%+2+40.0%Added
HHM Wealth Advisors, LLC7$1.86K0.00%+7New
Addison Advisors LLC8$2.12K0.00%−2−20.0%Reduced
Disciplined Investments, LLC9$2.39K0.00%−78−89.7%Reduced
Global Financial Private Client, LLC9$2.39K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC10$2.65K0.00%00.0%Unchanged
Colonial Trust Advisors10$2.65K0.00%+10New
Schubert & Co11$2.92K0.00%+7+175.0%Added
EWG Elevate Inc.11$2.92K0.00%+11New
Sierra Capital LLC12$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners12$3.00K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA11$3.00K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC12$3.18K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.18K0.00%00.0%Unchanged
Column Capital Advisors, LLC12$3.18K0.00%+9+300.0%Added
NewSquare Capital LLC12$3.18K0.00%+12New
Retirement Financial Solutions, LLC12$3.18K0.00%+12New
Sofos Investments, Inc.265$3.55K0.04%+265New
Bogart Wealth, LLC14$3.71K0.00%−134−90.5%Reduced
Goodwin Investment Advisory15$3.98K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC15$3.98K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC15$3.98K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc15$3.98K0.00%+6+66.7%Added
Arrow Financial Corp15$4.00K0.00%−10−40.0%Reduced
Steward Financial Group LLC17$4.00K0.00%+17New
HighMark Wealth Management LLC16$4.25K0.00%+16New
My Personal CFO, LLC16$4.25K0.00%+16New
Oakworth Capital, Inc.17$4.51K0.00%+17New
Piscataqua Savings Bank18$4.78K0.00%00.0%Unchanged
New Millennium Group LLC18$4.78K0.01%+10+125.0%Added
Penserra Capital Management LLC20$5.00K0.00%+20New
Bourgeon Capital Management LLC20$5.31K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC21$5.57K0.00%+21New
MB, Levis & Associates, LLC21$5.57K0.00%+21New
Jones Financial Companies LLLP21$6.00K0.00%+17+425.0%Added
PayPay Securities Corp23$6.10K0.41%+23New
MCF Advisors LLC24$6.37K0.00%+12+100.0%Added
Wolff Wiese Magana LLC25$6.63K0.01%−66−72.5%Reduced
PSI Advisors, LLC25$6.63K0.00%00.0%Unchanged
St Germain D J Co Inc25$6.63K0.00%+25New
Roble, Belko & Company, Inc27$7.00K0.00%00.0%Unchanged
Asset Dedication, LLC23$7.00K0.00%+2+9.5%Added
Horan Securities, Inc.26$7.00K0.00%−175−87.1%Reduced
Sound Income Strategies, LLC28$7.43K0.00%+28New
Riggs Asset Managment Co. Inc.30$7.96K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.30$7.96K0.01%+30New
Alpha Paradigm Partners, LLC32$8.00K0.00%−1,021−97.0%Reduced
Baystate Wealth Management LLC30$8.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.33$8.00K0.01%00.0%Unchanged
Pflug Koory, LLC31$8.00K0.00%+26+520.0%Added
Thomas J. Herzfeld Advisors, Inc.31$8.23K0.00%00.0%Unchanged
Private Ocean, LLC31$8.23K0.00%+22+244.4%Added
Stonebridge Capital Advisors LLC32$8.49K0.00%−10−23.8%Reduced
Moisand Fitzgerald Tamayo, LLC33$8.76K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC33$8.76K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC36$9.55K0.00%−7−16.3%Reduced
Ameliora Wealth Management Ltd.36$9.55K0.01%00.0%Unchanged
Key Financial Inc51$9.56K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC95$10.0K0.00%+68+251.9%Added
Laurel Wealth Advisors LLC39$10.3K0.00%00.0%Unchanged
Lee Financial Co43$11.4K0.00%+21+95.5%Added
Colonial Trust Co43$11.4K0.00%+43New
DT Investment Partners, LLC45$11.9K0.00%00.0%Unchanged
Phocas Financial Corp.48$12.7K0.00%+48New
Johnson Midwest Financial, LLC48$13.0K0.05%+21+77.8%Added
AlphaMark Advisors, LLC54$14.0K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.60$15.9K0.00%00.0%Unchanged
West Oak Capital, LLC60$16.0K0.01%00.0%Unchanged
Knott David M Jr61$16.0K0.01%00.0%Unchanged
Romano Brothers and Company62$16.5K0.00%+62New
Cambridge Trust Co64$17.0K0.00%−27−29.7%Reduced
Tilia Fiduciary Partners, Inc.65$17.2K0.02%+10+18.2%Added
RFP Financial Group LLC66$17.5K0.01%+66New
Rise Advisors, LLC67$17.8K0.01%00.0%Unchanged
Hexagon Capital Partners LLC69$18.3K0.01%00.0%Unchanged
Financial Connections Group, Inc.72$19.0K0.01%+72New
High Net Worth Advisory Group LLC72$19.1K0.01%00.0%Unchanged
Compass Wealth Management LLC72$19.1K0.01%+72New
First Financial Corp73$19.4K0.01%+28+62.2%Added
Sutton Wealth Advisors Inc.73$19.4K0.01%−57−43.8%Reduced
Beaird Harris Wealth Management, LLC73$19.4K0.00%+73New
Grey Fox Wealth Advisors, LLC74$19.6K0.01%+74New
Hanson & Doremus Investment Management75$20.0K0.00%+6+8.7%Added