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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 2,290 | $639.9K | 0.06% | −52−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,423 | $642.9K | 0.11% | −24−1.0% | Reduced |
| AtonRa Partners | 2,423 | $642.9K | 0.82% | −28−1.1% | Reduced |
| Allegheny Financial Group LTD | 2,448 | $649.6K | 0.27% | 00.0% | Unchanged |
| Tiaa, FSB | 2,455 | $651.4K | 0.00% | −90−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 2,460 | $652.0K | 0.01% | −15−0.6% | Reduced |
| Summit Trail Advisors, LLC | 2,468 | $654.9K | 0.03% | −335−12.0% | Reduced |
| Savant Capital, LLC | 2,489 | $660.5K | 0.02% | +531+27.1% | Added |
| Davy Global Fund Management Ltd | 2,493 | $661.5K | 0.14% | 00.0% | Unchanged |
| PFS Investments Inc. | 2,494 | $662.0K | 0.01% | +289+13.1% | Added |
| Traynor Capital Management, Inc. | 2,500 | $663.4K | 0.12% | +1,010+67.8% | Added |
| Stone Run Capital, LLC | 2,502 | $663.9K | 0.34% | −2,800−52.8% | Reduced |
| Edge Capital Group, LLC | 2,502 | $663.9K | 0.05% | +1,589+174.0% | Added |
| Sentry Investment Management LLC | 2,513 | $667.0K | 0.29% | −195−7.2% | Reduced |
| Joel Isaacson & Co., LLC | 2,521 | $668.9K | 0.05% | +13+0.5% | Added |
| Aptus Capital Advisors, LLC | 2,543 | $674.8K | 0.02% | −11,404−81.8% | Reduced |
| Virtue Capital Management, LLC | 2,548 | $676.1K | 0.10% | +2,548 | New |
| Essex Financial Services, Inc. | 2,567 | $681.0K | 0.07% | −71−2.7% | Reduced |
| Arabesque Asset Management Ltd | 2,576 | $683.5K | 0.23% | +54+2.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,581 | $684.9K | 0.03% | −1,605−38.3% | Reduced |
| Dynamic Advisor Solutions LLC | 2,587 | $686.3K | 0.05% | +248+10.6% | Added |
| Chicago Partners Investment Group LLC | 2,735 | $692.1K | 0.04% | −308−10.1% | Reduced |
| Anchor Investment Management, LLC | 2,609 | $692.3K | 0.10% | −5−0.2% | Reduced |
| Park Place Capital Corp | 2,621 | $695.0K | 0.20% | +2,621 | New |
| Ritholtz Wealth Management | 2,626 | $696.8K | 0.04% | +870+49.5% | Added |
| Avalon Investment & Advisory | 2,630 | $698.0K | 0.02% | −496−15.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,634 | $699.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,635 | $699.2K | 0.08% | −24−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 2,636 | $699.5K | 0.04% | +10+0.4% | Added |
| Squarepoint Ops LLC | 2,639 | $700.3K | 0.01% | +1,177+80.5% | Added |
| Circle Wealth Management, LLC | 2,641 | $700.8K | 0.11% | +24+0.9% | Added |
| Merit Financial Group, LLC | 2,652 | $703.7K | 0.03% | +84+3.3% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,682 | $712.0K | 0.51% | −6−0.2% | Reduced |
| Sunbelt Securities, Inc. | 2,690 | $713.8K | 0.14% | −31−1.1% | Reduced |
| Aquatic Capital Management LLC | 2,700 | $716.0K | 0.05% | −9,600−78.0% | Reduced |
| ARGI Investment Services, LLC | 2,707 | $718.0K | 0.02% | +87+3.3% | Added |
| OneAscent Wealth Management LLC | 2,714 | $720.0K | 0.34% | −510−15.8% | Reduced |
| Institute for Wealth Management, LLC. | 2,726 | $723.3K | 0.15% | −75−2.7% | Reduced |
| Exos TFP Holdings LLC | 2,726 | $723.3K | 0.20% | +359+15.2% | Added |
| Ausdal Financial Partners, Inc. | 2,728 | $723.9K | 0.11% | −222−7.5% | Reduced |
| Comgest Global Investors S.A.S. | 2,731 | $724.7K | 0.02% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,769 | $734.8K | 0.87% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,957 | $735.0K | 0.02% | +433+17.2% | Added |
| Wambolt & Associates, LLC | 2,782 | $738.2K | 0.28% | −12−0.4% | Reduced |
| BTC Capital Management, Inc. | 2,816 | $747.2K | 0.09% | −53−1.8% | Reduced |
| Avestar Capital, LLC | 2,820 | $748.3K | 0.16% | +26+0.9% | Added |
| Kestra Private Wealth Services, LLC | 2,832 | $751.5K | 0.04% | +876+44.8% | Added |
| Western Wealth Management, LLC | 2,833 | $751.7K | 0.08% | −1,123−28.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,835 | $752.0K | 0.01% | −810−22.2% | Reduced |
| Bridgefront Capital, LLC | 2,842 | $754.1K | 0.53% | +2,842 | New |
| Wedmont Private Capital | 2,792 | $754.9K | 0.11% | +720+34.7% | Added |
| KCM Investment Advisors LLC | 2,845 | $755.0K | 0.03% | −18−0.6% | Reduced |
| Tiemann Investment Advisors, LLC | 2,870 | $761.6K | 0.45% | −156−5.2% | Reduced |
| Leavell Investment Management, Inc. | 2,899 | $769.0K | 0.06% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,914 | $773.2K | 0.11% | +2,914 | New |
| Insight Inv LLC | 2,920 | $774.8K | 0.78% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,912 | $779.8K | 0.10% | −376−11.4% | Reduced |
| Belpointe Asset Management LLC | 2,945 | $781.5K | 0.05% | +66+2.3% | Added |
| Clarkston Capital Partners, LLC | 2,945 | $781.5K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 2,955 | $784.1K | 0.07% | −30−1.0% | Reduced |
| GWM Advisors LLC | 4,882 | $789.7K | 0.02% | −2,810−36.5% | Reduced |
| Cordatus Wealth Management LLC | 2,985 | $792.0K | 1.16% | +2,985 | New |
| Horizon Investments, LLC | 2,994 | $794.0K | 0.02% | +488+19.5% | Added |
| Checchi Capital Advisers, LLC | 2,993 | $794.2K | 0.08% | −152−4.8% | Reduced |
| Evergreen Capital Management LLC | 2,994 | $794.5K | 0.04% | +798+36.3% | Added |
| Verition Fund Management LLC | 3,001 | $796.3K | 0.02% | +1,660+123.8% | Added |
| Venture Visionary Partners LLC | 3,015 | $800.0K | 0.06% | −9−0.3% | Reduced |
| Scotia Capital Inc. | 3,026 | $803.0K | 0.01% | −391−11.4% | Reduced |
| Smith, Salley & Associates | 3,033 | $804.8K | 0.07% | +121+4.2% | Added |
| Columbia Trust Co 01012016 | 3,039 | $806.4K | 0.45% | −347−10.2% | Reduced |
| Albion Financial Group | 3,042 | $807.2K | 0.08% | −46,555−93.9% | Reduced |
| Field & Main Bank | 3,058 | $811.4K | 0.52% | −15−0.5% | Reduced |
| Brookstone Capital Management | 3,004 | $812.3K | 0.02% | −427−12.4% | Reduced |
| Geneos Wealth Management Inc. | 3,066 | $813.6K | 0.05% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 3,110 | $825.2K | 0.12% | −156−4.8% | Reduced |
| Zeke Capital Advisors, LLC | 3,164 | $839.6K | 0.05% | +126+4.1% | Added |
| Dakota Wealth Management | 3,168 | $840.7K | 0.06% | +369+13.2% | Added |
| Wisconsin Capital Management LLC | 3,192 | $847.0K | 0.64% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 3,200 | $849.1K | 0.04% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,205 | $850.4K | 0.10% | +11+0.3% | Added |
| Proequities, Inc. | 3,212 | $852.3K | 0.07% | −359−10.1% | Reduced |
| Quadrant Capital Group LLC | 3,235 | $858.4K | 0.10% | +468+16.9% | Added |
| Verdence Capital Advisors LLC | 3,250 | $862.4K | 0.11% | −403−11.0% | Reduced |
| MUFG Securities EMEA plc | 3,251 | $863.0K | 0.02% | −3,210−49.7% | Reduced |
| LaFleur & Godfrey LLC | 3,286 | $871.9K | 0.15% | −20−0.6% | Reduced |
| Strategic Blueprint, LLC | 3,286 | $871.9K | 0.10% | +1,773+117.2% | Added |
| Conning Inc. | 3,296 | $874.6K | 0.03% | −14−0.4% | Reduced |
| Wealth Alliance | 3,299 | $875.4K | 0.16% | +1,397+73.4% | Added |
| Flagship Harbor Advisors, LLC | 3,323 | $881.8K | 0.09% | +8+0.2% | Added |
| 180 Wealth Advisors, LLC | 3,536 | $885.9K | 0.21% | −55−1.5% | Reduced |
| ICA Group Wealth Management, LLC | 3,339 | $886.0K | 0.21% | −1,669−33.3% | Reduced |
| Security Asset Management | 3,340 | $886.3K | 0.49% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,282 | $886.3K | 0.15% | +3,959+119.1% | Added |
| HB Wealth Management, LLC | 3,341 | $886.5K | 0.02% | +811+32.1% | Added |
| Waratah Capital Advisors Ltd. | 3,412 | $905.4K | 0.06% | +3,412 | New |
| FDx Advisors, Inc. | 3,428 | $910.0K | 0.04% | −1,040−23.3% | Reduced |
| Clarius Group, LLC | 3,434 | $911.0K | 0.08% | +103+3.1% | Added |
| CNB Bank | 3,471 | $921.0K | 0.58% | +126+3.8% | Added |
| Brandywine Managers, LLC | 3,495 | $927.4K | 3.24% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,516 | $933.0K | 0.24% | −9,672−73.3% | Reduced |