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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 3,524 | $935.1K | 0.13% | +1,094+45.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,564 | $945.7K | 0.92% | +3+0.1% | Added |
| Bedel Financial Consulting, Inc. | 3,616 | $959.5K | 0.24% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,621 | $960.8K | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,632 | $963.8K | 0.04% | +466+14.7% | Added |
| Wealthcare Advisory Partners LLC | 3,700 | $981.8K | 0.05% | +3,700 | New |
| Sound View Wealth Advisors Group, LLC | 2,916 | $983.8K | 0.11% | +477+19.6% | Added |
| Institutional & Family Asset Management, LLC | 3,716 | $986.0K | 0.17% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 3,720 | $987.0K | 0.58% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,730 | $989.8K | 1.01% | −4−0.1% | Reduced |
| RMB Capital Management, LLC | 3,735 | $991.1K | 0.04% | +109+3.0% | Added |
| Brighton Jones LLC | 3,748 | $994.5K | 0.06% | +214+6.1% | Added |
| Westmount Partners, LLC | 3,759 | $997.5K | 0.52% | +3,759 | New |
| Boston Financial Mangement LLC | 3,771 | $1.00M | 0.04% | +12+0.3% | Added |
| Intellectus Partners, LLC | 3,810 | $1.01M | 0.35% | −50−1.3% | Reduced |
| TownSquare Capital, LLC | 3,818 | $1.01M | 0.03% | +2,339+158.1% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $1.03M | 0.32% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,891 | $1.03M | 0.25% | +457+13.3% | Added |
| Bryn Mawr Trust Co | 3,903 | $1.03M | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,923 | $1.04M | 0.02% | −1,828−31.8% | Reduced |
| Bartlett & Co. LLC | 3,923 | $1.04M | 0.02% | −1,828−31.8% | Reduced |
| Colony Group LLC | 3,957 | $1.05M | 0.01% | +2,468+165.7% | Added |
| Eastover Investment Advisors LLC | 3,962 | $1.05M | 0.60% | +99+2.6% | Added |
| Qtron Investments LLC | 3,985 | $1.06M | 0.22% | +3,985 | New |
| Fort Washington Investment Advisors Inc | 3,995 | $1.06M | 0.01% | −1,035−20.6% | Reduced |
| CAPROCK Group, Inc. | 4,010 | $1.06M | 0.10% | +608+17.9% | Added |
| Trust Asset Management LLC | 4,032 | $1.07M | 0.13% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,040 | $1.07M | 0.01% | +161+4.2% | Added |
| McRae Capital Management Inc | 4,065 | $1.08M | 0.32% | −200−4.7% | Reduced |
| Malaga Cove Capital, LLC | 4,127 | $1.10M | 0.60% | −8−0.2% | Reduced |
| Doliver Advisors, LP | 4,157 | $1.10M | 0.36% | −29−0.7% | Reduced |
| Canandaigua National Corp | 4,170 | $1.11M | 0.19% | −23−0.5% | Reduced |
| RMR Wealth Builders | 4,179 | $1.11M | 0.25% | +92+2.3% | Added |
| Alps Advisors Inc | 4,190 | $1.11M | 0.01% | −1,727−29.2% | Reduced |
| Willner & Heller, LLC | 4,197 | $1.11M | 1.58% | +27+0.6% | Added |
| WoodTrust Financial Corp | 4,260 | $1.13M | 0.23% | −805−15.9% | Reduced |
| Grandfield & Dodd, LLC | 4,261 | $1.13M | 0.08% | −50−1.2% | Reduced |
| MAI Capital Management | 4,303 | $1.14M | 0.02% | +940+28.0% | Added |
| Prelude Capital Management, LLC | 4,303 | $1.14M | 0.07% | +4,303 | New |
| Man Group plc | 4,325 | $1.15M | 0.00% | −24,029−84.7% | Reduced |
| Howland Capital Management LLC | 4,325 | $1.15M | 0.07% | −400−8.5% | Reduced |
| Centennial Bank | 4,332 | $1.15M | 0.66% | +4,332 | New |
| Cetera Advisors LLC | 4,340 | $1.15M | 0.02% | +1,959+82.3% | Added |
| Schechter Investment Advisors, LLC | 4,343 | $1.15M | 0.11% | +208+5.0% | Added |
| Cigna Investments Inc | 4,367 | $1.16M | 0.24% | −49−1.1% | Reduced |
| M Holdings Securities, Inc. | 4,376 | $1.16M | 0.12% | −351−7.4% | Reduced |
| E Fund Management Co., Ltd. | 4,440 | $1.18M | 0.10% | −458−9.4% | Reduced |
| Meeder Asset Management Inc | 4,446 | $1.18M | 0.10% | −1,260−22.1% | Reduced |
| Lincoln National Corp | 4,494 | $1.19M | 0.03% | −86−1.9% | Reduced |
| Alhambra Investment Partners LLC | 4,500 | $1.19M | 0.87% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,517 | $1.20M | 0.06% | −42,844−90.5% | Reduced |
| Wahed Invest LLC | 4,548 | $1.21M | 0.63% | +481+11.8% | Added |
| Conway Capital Management, Inc. | 4,649 | $1.23M | 1.25% | +605+15.0% | Added |
| Capital Asset Advisory Services LLC | 4,584 | $1.23M | 0.10% | +710+18.3% | Added |
| Freestone Capital Holdings, LLC | 4,672 | $1.24M | 0.06% | +73+1.6% | Added |
| Change Path, LLC | 4,732 | $1.25M | 0.07% | −74−1.5% | Reduced |
| Trust Co of Vermont | 4,742 | $1.26M | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,764 | $1.26M | 0.16% | +1,080+29.3% | Added |
| FineMark National Bank & Trust | 4,777 | $1.27M | 0.06% | +25+0.5% | Added |
| Independent Solutions Wealth Management, LLC | 4,799 | $1.27M | 0.39% | +4,799 | New |
| Accurate Wealth Management, LLC | 4,713 | $1.28M | 0.47% | +155+3.4% | Added |
| Angeles Wealth Management, LLC | 4,913 | $1.30M | 0.23% | +316+6.9% | Added |
| Berger Financial Group, Inc | 4,920 | $1.31M | 0.17% | −190−3.7% | Reduced |
| PAX Financial Group, LLC | 4,921 | $1.31M | 0.33% | +1,394+39.5% | Added |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.31M | 0.59% | 00.0% | Unchanged |
| Rhenman & Partners Asset Management AB | 5,000 | $1.33M | 0.14% | −45,000−90.0% | Reduced |
| AlphaCentric Advisors LLC | 5,000 | $1.33M | 1.31% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 5,000 | $1.33M | 0.02% | +2,000+66.7% | Added |
| Bailard, Inc. | 5,026 | $1.33M | 0.05% | +3,680+273.4% | Added |
| Raymond James Trust N.A. | 5,042 | $1.34M | 0.05% | +513+11.3% | Added |
| Stiles Financial Services Inc | 5,058 | $1.34M | 0.77% | −193−3.7% | Reduced |
| Perigon Wealth Management, LLC | 5,141 | $1.36M | 0.08% | −501−8.9% | Reduced |
| Texas Yale Capital Corp. | 5,169 | $1.37M | 0.08% | +14+0.3% | Added |
| Bank of the West | 5,172 | $1.37M | 0.16% | +51+1.0% | Added |
| Hollencrest Capital Management | 5,206 | $1.38M | 0.17% | +22+0.4% | Added |
| Algert Global LLC | 5,259 | $1.40M | 0.08% | +900+20.6% | Added |
| Stratos Wealth Advisors, LLC | 5,270 | $1.40M | 0.12% | +5,270 | New |
| Cresset Asset Management, LLC | 6,466 | $1.42M | 0.02% | +334+5.4% | Added |
| Vident Investment Advisory, LLC | 5,366 | $1.42M | 0.05% | −103,703−95.1% | Reduced |
| Premier Asset Management LLC | 5,367 | $1.42M | 1.79% | −3,814−41.5% | Reduced |
| Whitener Capital Management, Inc. | 5,369 | $1.42M | 0.62% | +570+11.9% | Added |
| Valeo Financial Advisors, LLC | 5,395 | $1.43M | 0.08% | +100+1.9% | Added |
| Everett Harris & Co | 5,398 | $1.43M | 0.02% | −8,400−60.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,413 | $1.44M | 0.18% | +5,413 | New |
| AIA Group Ltd | 5,466 | $1.45M | 0.09% | −1,612−22.8% | Reduced |
| Alaethes Wealth LLC | 5,492 | $1.46M | 1.00% | +35+0.6% | Added |
| Virtu Financial LLC | 5,497 | $1.46M | 0.19% | +5,497 | New |
| Redmond Asset Management, LLC | 5,536 | $1.47M | 0.53% | +32+0.6% | Added |
| La Financiere de L'Echiquier | 5,536 | $1.47M | 0.09% | −739−11.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,564 | $1.48M | 0.11% | −76−1.3% | Reduced |
| Spire Wealth Management | 5,598 | $1.49M | 0.08% | −381−6.4% | Reduced |
| Umb Bank N A | 5,694 | $1.51M | 0.02% | −596−9.5% | Reduced |
| HealthCor Management, L.P. | 5,750 | $1.53M | 1.40% | +5,750 | New |
| Perpetual Investment Management Ltd | 5,800 | $1.54M | 0.18% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 5,926 | $1.54M | 0.95% | −411−6.5% | Reduced |
| First Horizon Advisors, Inc. | 5,839 | $1.55M | 0.06% | +75+1.3% | Added |
| Williams Jones Wealth Management, LLC. | 5,844 | $1.55M | 0.03% | −6−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 5,867 | $1.56M | 0.11% | −1,124−16.1% | Reduced |
| Sepio Capital, LP | 5,870 | $1.56M | 0.13% | −803−12.0% | Reduced |
| Phoenix Holdings Ltd. | 5,863 | $1.56M | 0.03% | +119+2.1% | Added |