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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 1,230 | $326.4K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,242 | $329.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,244 | $330.1K | 0.05% | +1,244 | New |
| Hall Laurie J Trustee | 1,250 | $332.0K | 0.15% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,255 | $333.0K | 0.07% | −323−20.5% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,255 | $333.0K | 0.34% | +1,255 | New |
| Elevated Capital Advisors, LLC | 1,270 | $337.0K | 0.13% | +1,270 | New |
| Boston Common Asset Management, LLC | 1,274 | $338.0K | 0.02% | +25+2.0% | Added |
| Arete Wealth Advisors, LLC | 1,275 | $338.3K | 0.03% | −22−1.7% | Reduced |
| Callahan Advisors, LLC | 1,300 | $345.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,312 | $348.1K | 0.17% | +1,312 | New |
| Parsons Capital Management Inc | 1,314 | $348.7K | 0.03% | −9−0.7% | Reduced |
| Founders Financial Securities LLC | 1,314 | $348.7K | 0.05% | +7+0.5% | Added |
| Level Four Advisory Services, LLC | 1,318 | $349.7K | 0.03% | −145−9.9% | Reduced |
| Global Retirement Partners, LLC | 1,324 | $351.3K | 0.02% | −132−9.1% | Reduced |
| Wealthspire Advisors, LLC | 1,328 | $352.4K | 0.01% | +1,328 | New |
| Symmetry Partners, LLC | 1,332 | $353.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,335 | $354.2K | 0.05% | +158+13.4% | Added |
| Financial Management Professionals, Inc. | 1,344 | $357.0K | 0.07% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,349 | $358.3K | 0.09% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,352 | $358.8K | 0.08% | +1,352 | New |
| TFC Financial Management | 1,353 | $359.0K | 0.10% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,000 | $359.4K | 0.07% | −1,000−50.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,359 | $360.6K | 0.03% | +167+14.0% | Added |
| HCR Wealth Advisors | 1,366 | $362.5K | 0.08% | −129−8.6% | Reduced |
| Mitchell Sinkler & Starr | 1,368 | $363.0K | 0.12% | +70+5.4% | Added |
| WFA of San Diego, LLC | 1,380 | $366.2K | 0.28% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,386 | $367.0K | 0.09% | +870+168.6% | Added |
| LJI Wealth Management, LLC | 1,398 | $371.0K | 0.13% | +1,398 | New |
| Pinpoint Asset Management Ltd | 1,400 | $371.5K | 0.09% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,400 | $371.5K | 0.33% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,403 | $372.3K | 0.21% | +142+11.3% | Added |
| KG&L Capital Management,LLC | 1,405 | $372.8K | 0.22% | −1,273−47.5% | Reduced |
| Ascent Group, LLC | 1,405 | $372.8K | 0.04% | +83+6.3% | Added |
| Waldron Private Wealth LLC | 1,995 | $373.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,419 | $376.5K | 0.04% | +108+8.2% | Added |
| First Business Financial Services, Inc. | 1,419 | $377.0K | 0.05% | 00.0% | Unchanged |
| Matisse Capital | 1,423 | $377.6K | 0.34% | +1,423 | New |
| Proficio Capital Partners LLC | 1,421 | $378.1K | 0.07% | −87−5.8% | Reduced |
| Jackson Square Capital, LLC | 1,429 | $379.2K | 0.18% | +1,429 | New |
| Lake Street Financial LLC | 1,431 | $379.7K | 0.08% | −406−22.1% | Reduced |
| Strategic Wealth Designers | 1,485 | $380.7K | 0.09% | +1,485 | New |
| Gilbert & Cook, Inc. | 1,436 | $381.0K | 0.07% | +289+25.2% | Added |
| Guardian Financial Partners, LLC | 1,440 | $382.1K | 0.41% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,440 | $382.1K | 0.04% | +1,440 | New |
| Axxcess Wealth Management, LLC | 1,441 | $382.4K | 0.03% | −431−23.0% | Reduced |
| Childress Capital Advisors, LLC | 1,443 | $382.9K | 0.13% | +1,443 | New |
| IHT Wealth Management, LLC | 1,446 | $383.7K | 0.02% | −108−6.9% | Reduced |
| Patron Partners Advisors, LLC | 1,447 | $384.0K | 0.29% | +59+4.3% | Added |
| SFE Investment Counsel | 1,540 | $388.9K | 0.12% | +27+1.8% | Added |
| Hodges Capital Management Inc. | 1,467 | $389.0K | 0.03% | −706−32.5% | Reduced |
| Sittner & Nelson, LLC | 1,469 | $389.8K | 0.24% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,474 | $391.0K | 0.04% | −2−0.1% | Reduced |
| D.B. Root & Company, LLC | 1,478 | $392.2K | 0.17% | −90−5.7% | Reduced |
| TSFG, LLC | 1,490 | $395.0K | 0.16% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,488 | $395.0K | 0.01% | +196+15.2% | Added |
| Cassady Schiller Wealth Management, LLC | 1,494 | $396.4K | 0.24% | −84−5.3% | Reduced |
| Pallas Capital Advisors LLC | 1,545 | $396.7K | 0.04% | −30−1.9% | Reduced |
| Arden Trust Co | 1,496 | $397.0K | 0.08% | −729−32.8% | Reduced |
| EMC Capital Management | 1,500 | $398.0K | 0.36% | −900−37.5% | Reduced |
| Cullinan Associates Inc | 1,500 | $398.0K | 0.02% | 00.0% | Unchanged |
| Mendel Money Management | 1,519 | $403.1K | 0.23% | −8−0.5% | Reduced |
| Asset Management Corp | 1,520 | $403.3K | 0.34% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,524 | $404.4K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,527 | $405.2K | 0.09% | −2,931−65.7% | Reduced |
| Investmark Advisory Group LLC | 1,536 | $407.6K | 0.30% | +52+3.5% | Added |
| Integrated Advisors Network LLC | 1,544 | $409.7K | 0.03% | +134+9.5% | Added |
| Suvretta Capital Management, LLC | 1,550 | $411.3K | 0.02% | +1,550 | New |
| Covenant Partners, LLC | 1,555 | $412.6K | 0.17% | −815−34.4% | Reduced |
| Paloma Partners Management Co | 1,561 | $414.2K | 0.09% | −1,978−55.9% | Reduced |
| Crestwood Advisors Group LLC | 1,561 | $414.2K | 0.01% | +274+21.3% | Added |
| Buckingham Strategic Partners | 1,562 | $414.5K | 0.03% | −103−6.2% | Reduced |
| Warren Averett Asset Management, LLC | 1,562 | $414.5K | 0.02% | +23+1.5% | Added |
| Chicago Trust Co NA | 1,570 | $416.0K | 0.10% | −840−34.9% | Reduced |
| Cambridge Advisors Inc. | 1,569 | $416.3K | 0.11% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,584 | $420.3K | 0.00% | −183−10.4% | Reduced |
| Northstar Advisory Group, LLC | 1,584 | $420.3K | 0.33% | +1,584 | New |
| Resources Management Corp | 1,600 | $425.0K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,603 | $425.4K | 0.02% | −136−7.8% | Reduced |
| FORA Capital, LLC | 1,622 | $430.4K | 0.07% | −13,446−89.2% | Reduced |
| Financial Advocates Investment Management | 1,622 | $430.4K | 0.03% | +1,622 | New |
| Tilt Investment Management Holdings, PBC | 1,628 | $432.0K | 0.37% | +1,628 | New |
| Echo Street Capital Management LLC | 1,631 | $432.8K | 0.00% | −901−35.6% | Reduced |
| Pegasus Partners Ltd. | 1,648 | $437.3K | 0.07% | +1,648 | New |
| Credential Qtrade Securities Inc. | 1,650 | $437.8K | 0.03% | −25−1.5% | Reduced |
| SPC Financial, Inc. | 1,650 | $437.8K | 0.05% | 00.0% | Unchanged |
| Davis R M Inc | 1,654 | $439.0K | 0.01% | −207−11.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,653 | $439.0K | 0.03% | 00.0% | Unchanged |
| Windsor Group LTD | 1,624 | $439.0K | 0.09% | −1−0.1% | Reduced |
| CX Institutional | 1,663 | $441.3K | 0.03% | +1,663 | New |
| Jump Financial, LLC | 1,666 | $442.1K | 0.02% | −24,393−93.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,668 | $442.6K | 0.06% | −176−9.5% | Reduced |
| First Heartland Consultants, Inc. | 1,670 | $443.1K | 0.07% | +63+3.9% | Added |
| Mill Creek Capital Advisors, LLC | 1,679 | $445.5K | 0.02% | +1,679 | New |
| We Are One Seven, LLC | 1,682 | $446.3K | 0.04% | −4,787−74.0% | Reduced |
| Graypoint LLC | 1,685 | $447.1K | 0.05% | +417+32.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,697 | $450.3K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,697 | $450.3K | 0.04% | +85+5.3% | Added |
| Biltmore Family Office, LLC | 1,711 | $454.0K | 0.09% | +109+6.8% | Added |
| Focus Financial Network, Inc. | 1,712 | $454.4K | 0.04% | +5+0.3% | Added |