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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 5,918 | $1.57M | 0.19% | +5,403+1,049.1% | Added |
| Trifecta Capital Advisors, LLC | 5,953 | $1.58M | 0.63% | +5,953 | New |
| AXS Investments LLC | 5,979 | $1.59M | 0.57% | −1,215−16.9% | Reduced |
| Comerica Securities,inc. | 6,020 | $1.60M | 0.11% | −312−4.9% | Reduced |
| HBK Sorce Advisory LLC | 6,086 | $1.61M | 0.04% | +3,809+167.3% | Added |
| Sequoia Financial Advisors, LLC | 6,093 | $1.62M | 0.04% | +3,088+102.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,100 | $1.62M | 2.30% | +300+5.2% | Added |
| Stock Yards Bank & Trust Co | 6,133 | $1.63M | 0.06% | +136+2.3% | Added |
| Altfest L J & Co Inc | 6,143 | $1.63M | 0.27% | −20.0% | Reduced |
| Signaturefd, LLC | 6,186 | $1.64M | 0.05% | +575+10.2% | Added |
| Tokio Marine Asset Management Co Ltd | 6,188 | $1.64M | 0.13% | +502+8.8% | Added |
| Riverpark Capital Management LLC | 6,209 | $1.65M | 3.81% | −11,786−65.5% | Reduced |
| Keebeck Wealth Management, LLC | 6,212 | $1.65M | 0.29% | +30.0% | Added |
| Claret Asset Management Corp | 6,223 | $1.65M | 0.36% | −35−0.6% | Reduced |
| Burns J W & Co Inc | 6,228 | $1.65M | 0.30% | −90−1.4% | Reduced |
| Centaurus Financial, Inc. | 6,276 | $1.67M | 0.16% | −1,691−21.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,285 | $1.67M | 0.03% | +174+2.8% | Added |
| Everence Capital Management Inc | 6,300 | $1.67M | 0.14% | −1,470−18.9% | Reduced |
| Prospera Financial Services Inc | 6,339 | $1.68M | 0.08% | +1,155+22.3% | Added |
| King Luther Capital Management Corp | 6,383 | $1.69M | 0.01% | +291+4.8% | Added |
| Daymark Wealth Partners, LLC | 6,428 | $1.71M | 0.30% | +6,428 | New |
| Girard Partners Ltd. | 6,517 | $1.73M | 0.20% | +665+11.4% | Added |
| Wetherby Asset Management Inc | 6,599 | $1.75M | 0.11% | +637+10.7% | Added |
| Tower View Investment Management & Research LLC | 6,643 | $1.76M | 1.23% | −39−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,662 | $1.77M | 0.04% | −117−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,718 | $1.78M | 0.26% | +5,553+476.7% | Added |
| Bleakley Financial Group, LLC | 6,731 | $1.79M | 0.06% | +6,731 | New |
| Knights of Columbus Asset Advisors LLC | 6,772 | $1.80M | 0.19% | −1,184−14.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,793 | $1.81M | 0.45% | +5,195+325.1% | Added |
| Independent Financial Group, LLC | 6,857 | $1.82M | 0.16% | +181+2.7% | Added |
| Terra Nova Asset Management LLC | 6,879 | $1.83M | 1.91% | −262−3.7% | Reduced |
| Front Row Advisors LLC | 6,926 | $1.84M | 0.95% | −220−3.1% | Reduced |
| Scott & Selber, Inc. | 6,927 | $1.84M | 0.83% | +6+0.1% | Added |
| Allworth Financial LP | 6,933 | $1.84M | 0.02% | +510+7.9% | Added |
| Bellwether Advisors, LLC | 6,976 | $1.85M | 0.54% | +6,918+11,927.6% | Added |
| IMA Wealth, Inc. | 7,005 | $1.86M | 0.49% | −331−4.5% | Reduced |
| Capstone Investment Advisors, LLC | 7,053 | $1.87M | 0.05% | −11,977−62.9% | Reduced |
| Legato Capital Management LLC | 7,098 | $1.88M | 0.36% | +7,098 | New |
| Legacy Wealth Asset Management, LLC | 7,163 | $1.90M | 0.72% | −327−4.4% | Reduced |
| Oppenheimer & Co Inc | 7,181 | $1.91M | 0.04% | −4,200−36.9% | Reduced |
| Derbend Asset Management | 7,218 | $1.92M | 1.53% | −12−0.2% | Reduced |
| PFG Advisors | 7,227 | $1.92M | 0.19% | +975+15.6% | Added |
| Coldstream Capital Management Inc | 7,335 | $1.95M | 0.07% | +7,335 | New |
| Diversified Trust Co | 7,396 | $1.96M | 0.08% | +2,683+56.9% | Added |
| Simplex Trading, LLC | 7,513 | $1.99M | 0.10% | −34,740−82.2% | Reduced |
| Kornitzer Capital Management Inc | 7,522 | $2.00M | 0.04% | −2,000−21.0% | Reduced |
| Intrust Bank NA | 7,546 | $2.00M | 0.28% | +419+5.9% | Added |
| RDA Financial Network | 7,626 | $2.02M | 1.02% | +492+6.9% | Added |
| Balboa Wealth Partners | 7,627 | $2.02M | 0.91% | −174−2.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,794 | $2.07M | 0.19% | 00.0% | Unchanged |
| Wendell David Associates Inc | 7,800 | $2.07M | 0.25% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 11,798 | $2.07M | 0.04% | +5,848+98.3% | Added |
| Old National Bancorp | 7,862 | $2.09M | 0.07% | −387−4.7% | Reduced |
| Simplify Asset Management Inc. | 7,897 | $2.10M | 0.35% | +637+8.8% | Added |
| Money Concepts Capital Corp | 7,911 | $2.10M | 0.09% | +1,753+28.5% | Added |
| Rockingstone Advisors LLC | 7,934 | $2.11M | 1.57% | +7,934 | New |
| National Asset Management, Inc. | 7,945 | $2.11M | 0.06% | −451−5.4% | Reduced |
| Herold Advisors, Inc. | 7,950 | $2.11M | 0.89% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,964 | $2.11M | 0.18% | +7,964 | New |
| Saranac Partners Ltd | 7,966 | $2.11M | 3.88% | +7,966 | New |
| Apollon Wealth Management, LLC | 8,112 | $2.15M | 0.15% | +524+6.9% | Added |
| Beacon Pointe Advisors, LLC | 8,146 | $2.16M | 0.04% | +222+2.8% | Added |
| Baldwin Investment Management, LLC | 8,155 | $2.16M | 0.39% | −310−3.7% | Reduced |
| Optimas Capital Ltd | 8,197 | $2.18M | 2.13% | −16,003−66.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,198 | $2.18M | 0.09% | +12+0.1% | Added |
| Cohen Klingenstein LLC | 8,460 | $2.24M | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 8,471 | $2.25M | 0.08% | +16+0.2% | Added |
| Hills Bank & Trust Co | 8,563 | $2.27M | 0.34% | −467−5.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,590 | $2.28M | 0.62% | −416−4.6% | Reduced |
| Moody National Bank Trust Division | 8,643 | $2.29M | 0.20% | +435+5.3% | Added |
| Motley Fool Asset Management LLC | 8,801 | $2.34M | 0.26% | −339−3.7% | Reduced |
| Oak Asset Management, LLC | 8,815 | $2.34M | 1.05% | −828−8.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,858 | $2.35M | 0.06% | +196+2.3% | Added |
| Stephens Inc | 8,860 | $2.35M | 0.05% | −432−4.6% | Reduced |
| First Foundation Advisors | 8,919 | $2.37M | 0.11% | −402−4.3% | Reduced |
| Advisors Asset Management, Inc. | 8,921 | $2.37M | 0.05% | −2,477−21.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,045 | $2.40M | 0.29% | −587−6.1% | Reduced |
| Graham Capital Management, L.P. | 9,051 | $2.40M | 0.09% | +4,983+122.5% | Added |
| Highlander Capital Management, LLC | 9,075 | $2.41M | 1.26% | 00.0% | Unchanged |
| Whittier Trust Co | 9,101 | $2.41M | 0.05% | −290−3.1% | Reduced |
| Panagora Asset Management Inc | 9,125 | $2.42M | 0.02% | −796−8.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,205 | $2.44M | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 9,251 | $2.45M | 0.04% | −18−0.2% | Reduced |
| Canal Capital Management, LLC | 9,376 | $2.49M | 0.60% | +69+0.7% | Added |
| Empirical Finance, LLC | 9,378 | $2.49M | 0.26% | +729+8.4% | Added |
| AE Wealth Management LLC | 9,407 | $2.50M | 0.02% | −16,043−63.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,424 | $2.50M | 2.14% | −975−9.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,441 | $2.51M | 0.71% | +9,441 | New |
| Roundview Capital LLC | 9,471 | $2.51M | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 9,518 | $2.53M | 0.05% | −394−4.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,595 | $2.55M | 1.02% | +8,676+944.1% | Added |
| Soleus Capital Management, L.P. | 9,600 | $2.55M | 0.37% | −25,200−72.4% | Reduced |
| Veriti Management LLC | 9,647 | $2.56M | 0.34% | +371+4.0% | Added |
| Zions Bancorporation, N.A. | 9,661 | $2.56M | 0.20% | +393+4.2% | Added |
| CWM, LLC | 9,714 | $2.58M | 0.02% | +403+4.3% | Added |
| NewEdge Wealth, LLC | 9,776 | $2.59M | 0.11% | +6,973+248.8% | Added |
| Azzad Asset Management Inc | 9,942 | $2.64M | 0.42% | −915−8.4% | Reduced |
| Avantax Advisory Services, Inc. | 9,969 | $2.65M | 0.04% | −527−5.0% | Reduced |
| Pura Vida Investments, LLC | 10,000 | $2.65M | 0.44% | −9,732−49.3% | Reduced |
| WS Portfolio Advisory, LLC | 10,000 | $2.65M | 0.76% | +10,000 | New |