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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 952 | $252.6K | 0.01% | +952 | New |
| Kavar Capital Partners Group, LLC | 955 | $253.4K | 0.06% | +955 | New |
| Guyasuta Investment Advisors Inc | 963 | $255.5K | 0.02% | +963 | New |
| Kovack Advisors, Inc. | 967 | $256.6K | 0.04% | −390−28.7% | Reduced |
| LexAurum Advisors, LLC | 967 | $256.6K | 0.09% | +967 | New |
| Clifford Group, LLC | 969 | $257.1K | 0.32% | +969 | New |
| Legacy Financial Advisors, Inc. | 971 | $257.7K | 0.06% | +971 | New |
| New Hampshire Trust | 971 | $257.7K | 0.07% | +971 | New |
| McKinley Carter Wealth Services, Inc. | 972 | $257.9K | 0.02% | +972 | New |
| TCI Wealth Advisors, Inc. | 974 | $258.5K | 0.04% | +134+16.0% | Added |
| Ferguson Wellman Capital Management, Inc | 977 | $259.0K | 0.01% | +977 | New |
| Silvia McColl Wealth Management, LLC | 977 | $259.2K | 0.25% | +977 | New |
| 9258 Wealth Management, LLC | 982 | $260.6K | 0.06% | +982 | New |
| Diversified, LLC | 984 | $261.1K | 0.10% | +984 | New |
| AIMZ Investment Advisors, LLC | 990 | $263.0K | 0.12% | +990 | New |
| Alta Advisers Ltd | 1,000 | $265.0K | 0.16% | 00.0% | Unchanged |
| Westwood Management Corp | 1,000 | $265.0K | 0.04% | +1,000 | New |
| LGT Fund Management Co Ltd. | 1,000 | $265.4K | 0.11% | +1,000 | New |
| Dearborn Partners LLC | 1,001 | $265.6K | 0.01% | −91−8.3% | Reduced |
| AdvisorNet Financial, Inc | 1,001 | $265.6K | 0.03% | +420+72.3% | Added |
| Accredited Investors Inc. | 1,003 | $266.1K | 0.02% | +1,003 | New |
| Hilltop Holdings Inc. | 1,004 | $266.4K | 0.03% | −3,078−75.4% | Reduced |
| Parcion Private Wealth LLC | 1,004 | $266.4K | 0.03% | +1,004 | New |
| Hendershot Investments Inc. | 1,006 | $266.9K | 0.05% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,009 | $267.7K | 0.03% | +1,009 | New |
| Souders Financial Advisors | 1,012 | $268.5K | 0.06% | +1,012 | New |
| Synergy Financial Group, LTD | 1,014 | $269.1K | 0.53% | −135−11.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,025 | $272.0K | 0.10% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,026 | $272.2K | 0.04% | +1,026 | New |
| Symmetry Peak Management LLC | 1,027 | $272.5K | 1.08% | +1,027 | New |
| Lindbrook Capital, LLC | 1,029 | $273.0K | 0.03% | −913−47.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $273.0K | 0.01% | +1,029 | New |
| Advisors Capital Management, LLC | 1,034 | $274.0K | 0.01% | −7−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 1,033 | $274.1K | 0.03% | +1,033 | New |
| Encompass Wealth Advisors, LLC | 1,035 | $274.6K | 0.10% | +1,035 | New |
| Catalyst Financial Partners LLC | 1,037 | $275.2K | 0.14% | +1,037 | New |
| Eudaimonia Partners, LLC | 1,044 | $277.0K | 0.07% | −30−2.8% | Reduced |
| Olistico Wealth, LLC | 1,045 | $277.3K | 0.30% | +1,045 | New |
| Gateway Wealth Partners, LLC | 1,048 | $278.1K | 0.05% | +1,048 | New |
| Tradition Wealth Management, LLC | 1,051 | $279.0K | 0.04% | +21+2.0% | Added |
| BDO Wealth Advisors, LLC | 1,057 | $280.5K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,058 | $280.7K | 0.09% | +1,058 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,060 | $281.3K | 0.07% | +1,060 | New |
| Carroll Investors, Inc | 1,056 | $282.0K | 0.30% | +1,056 | New |
| First Manhattan Co | 1,063 | $282.1K | 0.00% | +613+136.2% | Added |
| Vaughan David Investments LLC | 1,065 | $283.0K | 0.01% | +1,065 | New |
| Principle Wealth Partners LLC | 1,071 | $284.2K | 0.03% | −3−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 1,074 | $285.0K | 0.09% | +2+0.2% | Added |
| Keel Point, LLC | 1,076 | $285.5K | 0.04% | +1,076 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,078 | $286.0K | 0.21% | −239−18.1% | Reduced |
| Arkadios Wealth Advisors | 1,081 | $286.7K | 0.04% | +1,081 | New |
| Quadrant Private Wealth Management, LLC | 1,081 | $286.8K | 0.10% | +1,081 | New |
| Transcend Wealth Collective, LLC | 1,083 | $287.4K | 0.03% | +1,083 | New |
| Private Wealth Advisors | 1,086 | $288.2K | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,088 | $288.7K | 0.02% | +1,088 | New |
| Maven Securities LTD | 1,089 | $289.0K | 0.06% | −5,819−84.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,091 | $289.5K | 0.06% | −61−5.3% | Reduced |
| Financial Perspectives, Inc | 1,091 | $289.5K | 0.15% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 1,096 | $290.8K | 0.05% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,097 | $291.1K | 0.03% | −38−3.3% | Reduced |
| Renasant Bank | 1,098 | $291.4K | 0.22% | +1,098 | New |
| IVC Wealth Advisors LLC | 1,100 | $291.9K | 0.22% | −19−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,102 | $292.0K | 0.05% | +17+1.6% | Added |
| Purus Wealth Management, LLC | 1,102 | $292.4K | 0.27% | −790−41.8% | Reduced |
| Capital Market Strategies LLC | 1,108 | $294.0K | 0.32% | −90−7.5% | Reduced |
| Mizuho Securities Co. Ltd. | 1,110 | $294.5K | 0.82% | +855+335.3% | Added |
| Mather Group, LLC. | 1,113 | $295.3K | 0.01% | −165−12.9% | Reduced |
| Vertex Planning Partners, LLC | 1,114 | $295.6K | 0.12% | +1,114 | New |
| Boothbay Fund Management, LLC | 1,115 | $295.9K | 0.01% | +1,115 | New |
| GraniteShares Advisors LLC | 1,119 | $296.9K | 0.25% | −218−16.3% | Reduced |
| Financial Management Network Inc | 1,100 | $297.0K | 0.13% | +1,100 | New |
| TRUE Private Wealth Advisors | 1,124 | $298.3K | 0.05% | +52+4.9% | Added |
| Norris Perne & French LLP | 1,125 | $298.5K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,127 | $299.0K | 0.07% | +28+2.5% | Added |
| Triangle Securities Wealth Management | 1,130 | $299.8K | 0.11% | −70−5.8% | Reduced |
| Geller Advisors LLC | 1,130 | $299.8K | 0.05% | +13+1.2% | Added |
| High Pines Wealth Management, LLC | 1,131 | $300.1K | 0.53% | +1+0.1% | Added |
| Kapstone Financial Advisors LLC | 1,167 | $304.5K | 0.28% | +1,167 | New |
| Vigilare Wealth Management | 1,149 | $304.9K | 0.18% | −160−12.2% | Reduced |
| Wade G W & Inc | 1,149 | $305.0K | 0.01% | +2+0.2% | Added |
| Aries Wealth Management | 1,151 | $305.4K | 0.13% | −240−17.3% | Reduced |
| Rossmore Private Capital | 1,155 | $306.5K | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,159 | $307.5K | 0.01% | −373−24.3% | Reduced |
| Seeyond | 1,164 | $308.9K | 0.03% | −1,657−58.7% | Reduced |
| Silverlake Wealth Management LLC | 1,168 | $309.9K | 0.19% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 1,188 | $315.2K | 0.31% | +1,188 | New |
| Everhart Financial Group, Inc. | 1,189 | $315.5K | 0.16% | −247−17.2% | Reduced |
| Gamble Jones Investment Counsel | 1,190 | $315.8K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,195 | $317.0K | 0.09% | +1,100+1,157.9% | Added |
| Wealth Management Associates, Inc. | 1,199 | $318.2K | 0.21% | −619−34.0% | Reduced |
| Financial Engines Advisors L.L.C. | 1,200 | $318.4K | 0.00% | +54+4.7% | Added |
| Planning Center, Inc. | 1,200 | $318.4K | 0.10% | +1,200 | New |
| Adviser Investments LLC | 1,227 | $319.0K | 0.01% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,203 | $319.2K | 0.09% | −125−9.4% | Reduced |
| CoreCap Advisors, LLC | 1,206 | $320.0K | 0.02% | +1,206 | New |
| Ropes Wealth Advisors LLC | 1,210 | $321.1K | 0.06% | +1,210 | New |
| Apriem Advisors | 1,217 | $322.9K | 0.06% | +1,217 | New |
| Great Diamond Partners, LLC | 1,219 | $323.5K | 0.10% | +14+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,220 | $323.7K | 0.01% | −1,510−55.3% | Reduced |
| Avenue 1 Advisors, LLC | 1,221 | $324.0K | 0.19% | −33−2.6% | Reduced |