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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 1,971 | $523.0K | 0.02% | −258−11.6% | Reduced |
| Miracle Mile Advisors, LLC | 1,964 | $521.1K | 0.02% | +3+0.2% | Added |
| Paul Damon & Associates, Inc. | 1,960 | $520.1K | 0.42% | +1,960 | New |
| Trustcore Financial Services, LLC | 1,953 | $518.2K | 0.05% | −15−0.8% | Reduced |
| EagleClaw Capital Managment, LLC | 1,950 | $517.4K | 0.13% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 1,939 | $514.6K | 0.01% | −18−0.9% | 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 |
| Financial Consulate, Inc | 1,928 | $511.6K | 0.18% | −742−27.8% | Reduced |
| FIL Ltd | 1,922 | $510.0K | 0.00% | −40,012−95.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,914 | $507.9K | 0.42% | +114+6.3% | Added |
| Beese Fulmer Investment Management, Inc. | 1,909 | $506.6K | 0.06% | +109+6.1% | Added |
| Camden Capital, LLC | 1,900 | $504.2K | 0.08% | +350+22.6% | Added |
| Forum Financial Management, LP | 1,891 | $501.8K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,880 | $498.9K | 0.09% | +1,880 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,877 | $498.1K | 0.04% | +1,877 | New |
| Archer Investment Corp | 1,826 | $484.4K | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,812 | $480.8K | 0.05% | −35−1.9% | Reduced |
| 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 |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,802 | $478.2K | 0.02% | −33−1.8% | Reduced |
| Navalign, LLC | 1,800 | $477.6K | 0.20% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,783 | $473.1K | 0.01% | +227+14.6% | Added |
| Green Alpha Advisors, LLC | 1,779 | $472.0K | 0.39% | −29−1.6% | Reduced |
| Equitable Trust Co | 1,778 | $471.8K | 0.04% | −2,431−57.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,774 | $470.7K | 0.07% | +463+35.3% | Added |
| Ellerson Group Inc | 1,770 | $470.0K | 0.50% | +1,770 | New |
| Bessemer Securities LLC | 1,768 | $469.0K | 0.21% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,755 | $466.0K | 0.28% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,754 | $465.5K | 0.05% | −16−0.9% | Reduced |
| 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 |
| Richard W. Paul & Associates, LLC | 1,742 | $462.2K | 0.23% | +1,742 | New |
| Main Street Financial Solutions, LLC | 1,742 | $462.1K | 0.07% | −73−4.0% | Reduced |
| Focus Financial Network, Inc. | 1,712 | $454.4K | 0.04% | +5+0.3% | Added |
| Biltmore Family Office, LLC | 1,711 | $454.0K | 0.09% | +109+6.8% | Added |
| Fulton Breakefield Broenniman LLC | 1,697 | $450.3K | 0.04% | +85+5.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,697 | $450.3K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,685 | $447.1K | 0.05% | +417+32.9% | Added |
| We Are One Seven, LLC | 1,682 | $446.3K | 0.04% | −4,787−74.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,679 | $445.5K | 0.02% | +1,679 | New |
| First Heartland Consultants, Inc. | 1,670 | $443.1K | 0.07% | +63+3.9% | Added |
| SRS Capital Advisors, Inc. | 1,668 | $442.6K | 0.06% | −176−9.5% | Reduced |
| Jump Financial, LLC | 1,666 | $442.1K | 0.02% | −24,393−93.6% | Reduced |
| CX Institutional | 1,663 | $441.3K | 0.03% | +1,663 | New |
| 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 |
| 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 |
| Pegasus Partners Ltd. | 1,648 | $437.3K | 0.07% | +1,648 | New |
| Echo Street Capital Management LLC | 1,631 | $432.8K | 0.00% | −901−35.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,628 | $432.0K | 0.37% | +1,628 | New |
| 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 |
| Modera Wealth Management, LLC | 1,603 | $425.4K | 0.02% | −136−7.8% | Reduced |
| Resources Management Corp | 1,600 | $425.0K | 0.07% | 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 |
| Cambridge Advisors Inc. | 1,569 | $416.3K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,570 | $416.0K | 0.10% | −840−34.9% | Reduced |
| 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 |
| 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 |
| Covenant Partners, LLC | 1,555 | $412.6K | 0.17% | −815−34.4% | Reduced |
| Suvretta Capital Management, LLC | 1,550 | $411.3K | 0.02% | +1,550 | New |
| Integrated Advisors Network LLC | 1,544 | $409.7K | 0.03% | +134+9.5% | Added |
| Investmark Advisory Group LLC | 1,536 | $407.6K | 0.30% | +52+3.5% | Added |
| XTX Topco Ltd | 1,527 | $405.2K | 0.09% | −2,931−65.7% | Reduced |
| Caldwell Trust Co | 1,524 | $404.4K | 0.06% | 00.0% | Unchanged |
| Asset Management Corp | 1,520 | $403.3K | 0.34% | 00.0% | Unchanged |
| Mendel Money Management | 1,519 | $403.1K | 0.23% | −8−0.5% | 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 |
| Arden Trust Co | 1,496 | $397.0K | 0.08% | −729−32.8% | Reduced |
| Pallas Capital Advisors LLC | 1,545 | $396.7K | 0.04% | −30−1.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,494 | $396.4K | 0.24% | −84−5.3% | 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 |
| D.B. Root & Company, LLC | 1,478 | $392.2K | 0.17% | −90−5.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,474 | $391.0K | 0.04% | −2−0.1% | Reduced |
| Sittner & Nelson, LLC | 1,469 | $389.8K | 0.24% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,467 | $389.0K | 0.03% | −706−32.5% | Reduced |
| SFE Investment Counsel | 1,540 | $388.9K | 0.12% | +27+1.8% | Added |
| Patron Partners Advisors, LLC | 1,447 | $384.0K | 0.29% | +59+4.3% | Added |
| IHT Wealth Management, LLC | 1,446 | $383.7K | 0.02% | −108−6.9% | Reduced |
| Childress Capital Advisors, LLC | 1,443 | $382.9K | 0.13% | +1,443 | New |
| Axxcess Wealth Management, LLC | 1,441 | $382.4K | 0.03% | −431−23.0% | Reduced |
| 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 |
| Gilbert & Cook, Inc. | 1,436 | $381.0K | 0.07% | +289+25.2% | Added |
| Strategic Wealth Designers | 1,485 | $380.7K | 0.09% | +1,485 | New |
| Lake Street Financial LLC | 1,431 | $379.7K | 0.08% | −406−22.1% | Reduced |
| Jackson Square Capital, LLC | 1,429 | $379.2K | 0.18% | +1,429 | New |
| Proficio Capital Partners LLC | 1,421 | $378.1K | 0.07% | −87−5.8% | Reduced |
| Matisse Capital | 1,423 | $377.6K | 0.34% | +1,423 | New |