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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 1,742 | $462.1K | 0.07% | −73−4.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,742 | $462.2K | 0.23% | +1,742 | New |
| Park National Corp | 1,750 | $464.4K | 0.02% | −500−22.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,750 | $464.4K | 0.51% | +50+2.9% | Added |
| Eqis Capital Management, Inc. | 1,754 | $465.5K | 0.05% | −16−0.9% | Reduced |
| Missouri Trust & Investment Co | 1,755 | $466.0K | 0.28% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,768 | $469.0K | 0.21% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,770 | $470.0K | 0.50% | +1,770 | New |
| ICICI Prudential Asset Management Co Ltd | 1,774 | $470.7K | 0.07% | +463+35.3% | Added |
| Equitable Trust Co | 1,778 | $471.8K | 0.04% | −2,431−57.8% | Reduced |
| Green Alpha Advisors, LLC | 1,779 | $472.0K | 0.39% | −29−1.6% | Reduced |
| Ballentine Partners, LLC | 1,783 | $473.1K | 0.01% | +227+14.6% | Added |
| Navalign, LLC | 1,800 | $477.6K | 0.20% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,802 | $478.2K | 0.02% | −33−1.8% | Reduced |
| Wealth Architects, LLC | 1,806 | $479.2K | 0.09% | −1,542−46.1% | Reduced |
| Cribstone Capital Management, LLC | 1,806 | $479.2K | 0.28% | +6+0.3% | Added |
| Krilogy Financial LLC | 1,808 | $479.8K | 0.05% | −1,904−51.3% | Reduced |
| RB Capital Management, LLC | 1,808 | $479.8K | 0.18% | +4+0.2% | Added |
| Perennial Investment Advisors, LLC | 1,808 | $479.8K | 0.20% | +17+0.9% | Added |
| Meridian Wealth Management, LLC | 1,812 | $480.8K | 0.05% | −35−1.9% | Reduced |
| Archer Investment Corp | 1,826 | $484.4K | 0.19% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,877 | $498.1K | 0.04% | +1,877 | New |
| Teza Capital Management LLC | 1,880 | $498.9K | 0.09% | +1,880 | New |
| Forum Financial Management, LP | 1,891 | $501.8K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,900 | $504.2K | 0.08% | +350+22.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,909 | $506.6K | 0.06% | +109+6.1% | Added |
| Western Pacific Wealth Management, LP | 1,914 | $507.9K | 0.42% | +114+6.3% | Added |
| FIL Ltd | 1,922 | $510.0K | 0.00% | −40,012−95.4% | Reduced |
| Financial Consulate, Inc | 1,928 | $511.6K | 0.18% | −742−27.8% | Reduced |
| Stokes Family Office, LLC | 1,930 | $512.1K | 0.07% | +56+3.0% | Added |
| Balentine LLC | 1,930 | $512.1K | 0.02% | +106+5.8% | Added |
| Connectus Wealth, LLC | 1,939 | $514.6K | 0.01% | −18−0.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,950 | $517.4K | 0.13% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,953 | $518.2K | 0.05% | −15−0.8% | Reduced |
| Paul Damon & Associates, Inc. | 1,960 | $520.1K | 0.42% | +1,960 | New |
| Miracle Mile Advisors, LLC | 1,964 | $521.1K | 0.02% | +3+0.2% | Added |
| First Citizens Bank & Trust Co | 1,971 | $523.0K | 0.02% | −258−11.6% | Reduced |
| Manchester Capital Management LLC | 1,973 | $523.5K | 0.08% | +20+1.0% | Added |
| WealthPLAN Partners, LLC | 2,173 | $523.9K | 0.04% | +2,173 | New |
| SeaCrest Wealth Management, LLC | 1,978 | $524.9K | 0.08% | +22+1.1% | Added |
| Ellevest, Inc. | 1,978 | $524.9K | 0.04% | +99+5.3% | Added |
| International Assets Investment Management, LLC | 1,978 | $524.9K | 0.05% | +851+75.5% | Added |
| SYSTM Wealth Solutions LLC | 1,980 | $525.4K | 0.07% | +1,980 | New |
| Pinnacle Associates Ltd | 1,997 | $529.9K | 0.01% | +102+5.4% | Added |
| PKO Investment Management Joint-Stock Co | 2,000 | $530.7K | 0.08% | −2,000−50.0% | Reduced |
| Fulton Bank, N.A. | 2,004 | $532.0K | 0.03% | +10.0% | Added |
| WealthPlan Investment Management, LLC | 2,173 | $532.7K | 0.04% | −136−5.9% | Reduced |
| Private Portfolio Partners LLC | 2,009 | $533.1K | 0.14% | −730−26.7% | Reduced |
| Spears Abacus Advisors LLC | 2,010 | $533.4K | 0.05% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 2,015 | $534.7K | 0.02% | +351+21.1% | Added |
| Summit Financial, LLC | 2,015 | $534.7K | 0.05% | +2,015 | New |
| Covenant Asset Management, LLC | 2,021 | $536.3K | 0.19% | −100−4.7% | Reduced |
| NorthRock Partners, LLC | 2,032 | $539.2K | 0.06% | +144+7.6% | Added |
| Guardian Wealth Advisors, LLC | 2,036 | $540.3K | 0.10% | +223+12.3% | Added |
| Ronald Blue Trust, Inc. | 2,886 | $541.0K | 0.01% | +871+43.2% | Added |
| Beacon Financial Planning, Inc | 2,044 | $542.4K | 0.56% | +2,044 | New |
| Strategy Asset Managers LLC | 2,045 | $543.0K | 0.14% | −40−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,062 | $547.2K | 0.05% | −565−21.5% | Reduced |
| Westwood Holdings Group Inc. | 2,066 | $548.0K | 0.00% | −287−12.2% | Reduced |
| Nomura Holdings Inc | 2,067 | $548.0K | 0.01% | −192−8.5% | Reduced |
| Cannell Peter B & Co Inc | 2,075 | $550.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,075 | $550.6K | 0.02% | +407+24.4% | Added |
| Gryphon Financial Partners LLC | 2,087 | $553.8K | 0.13% | −71−3.3% | Reduced |
| Stonegate Investment Group, LLC | 2,092 | $555.1K | 0.02% | +807+62.8% | Added |
| Moseley Investment Management Inc | 2,093 | $555.4K | 0.40% | +8+0.4% | Added |
| Endurance Wealth Management, Inc. | 2,124 | $564.0K | 0.08% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,144 | $568.9K | 0.41% | 00.0% | Unchanged |
| Rothschild Investment Corp | 2,146 | $569.0K | 0.05% | −321−13.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,170 | $575.8K | 0.04% | +511+30.8% | Added |
| Heritage Wealth Management, LLC | 2,190 | $581.1K | 0.08% | +1,095+100.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $583.0K | 0.06% | +22+1.0% | Added |
| Bellecapital International Ltd. | 2,198 | $583.2K | 0.16% | −806−26.8% | Reduced |
| Monetta Financial Services Inc | 2,200 | $583.8K | 0.67% | +2,200 | New |
| Cyndeo Wealth Partners, LLC | 2,201 | $584.0K | 0.07% | +2,201 | New |
| Legacy Wealth Management, LLC | 2,210 | $586.4K | 0.35% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,751 | $589.5K | 0.03% | +448+4.0% | Added |
| Ossiam | 2,223 | $589.9K | 0.02% | −129−5.5% | Reduced |
| Heritage Trust Co | 2,239 | $594.1K | 0.10% | −42−1.8% | Reduced |
| First United Bank Trust | 2,248 | $596.5K | 0.29% | +5+0.2% | Added |
| Diligent Investors, LLC | 2,283 | $605.8K | 0.20% | −25−1.1% | Reduced |
| Insigneo Advisory Services, LLC | 2,284 | $606.0K | 0.23% | +2,284 | New |
| Howard Capital Management Group, LLC | 2,287 | $607.0K | 0.07% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,400 | $607.0K | 3.75% | +2,400 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,300 | $610.3K | 0.47% | +800+53.3% | Added |
| Ameritas Advisory Services, LLC | 2,303 | $611.1K | 0.03% | +336+17.1% | Added |
| Values First Advisors, Inc. | 2,305 | $611.7K | 0.43% | +268+13.2% | Added |
| Harbor Investment Advisory, LLC | 2,306 | $611.9K | 0.10% | +19+0.8% | Added |
| Mirador Capital Partners LP | 2,312 | $613.5K | 0.15% | −81−3.4% | Reduced |
| Moors & Cabot, Inc. | 2,319 | $615.3K | 0.04% | −162−6.5% | Reduced |
| Alpha Family Trust | 2,340 | $620.9K | 0.56% | +2,340 | New |
| Argent Trust Co | 2,347 | $622.8K | 0.04% | −55−2.3% | Reduced |
| Two Sigma Securities, LLC | 2,355 | $624.9K | 0.09% | −172−6.8% | Reduced |
| Fox Run Management, L.L.C. | 2,357 | $625.4K | 0.25% | +448+23.5% | Added |
| Ancora Advisors, LLC | 2,359 | $626.0K | 0.02% | −18−0.8% | Reduced |
| Heritage Wealth Advisors | 2,361 | $626.5K | 0.04% | −694−22.7% | Reduced |
| Michael B. Yongue | 2,362 | $626.8K | 0.59% | −75−3.1% | Reduced |
| STF Management LP | 2,364 | $627.3K | 0.90% | +2,364 | New |
| Avitas Wealth Management LLC | 2,368 | $628.3K | 0.13% | +2,368 | New |
| Great Valley Advisor Group, Inc. | 2,369 | $629.0K | 0.03% | −462−16.3% | Reduced |
| First National Trust Co | 2,404 | $637.9K | 0.03% | −148−5.8% | Reduced |