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 Business Financial Services, Inc. | 1,419 | $377.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,419 | $376.5K | 0.04% | +108+8.2% | Added |
| Waldron Private Wealth LLC | 1,995 | $373.0K | 0.02% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,405 | $372.8K | 0.22% | −1,273−47.5% | Reduced |
| Ascent Group, LLC | 1,405 | $372.8K | 0.04% | +83+6.3% | Added |
| Midwest Professional Planners, LTD. | 1,403 | $372.3K | 0.21% | +142+11.3% | Added |
| Pinpoint Asset Management Ltd | 1,400 | $371.5K | 0.09% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,400 | $371.5K | 0.33% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,398 | $371.0K | 0.13% | +1,398 | New |
| Harvest Fund Management Co., Ltd | 1,386 | $367.0K | 0.09% | +870+168.6% | Added |
| WFA of San Diego, LLC | 1,380 | $366.2K | 0.28% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,368 | $363.0K | 0.12% | +70+5.4% | Added |
| HCR Wealth Advisors | 1,366 | $362.5K | 0.08% | −129−8.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,359 | $360.6K | 0.03% | +167+14.0% | Added |
| K.J. Harrison & Partners Inc | 1,000 | $359.4K | 0.07% | −1,000−50.0% | Reduced |
| TFC Financial Management | 1,353 | $359.0K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,352 | $358.8K | 0.08% | +1,352 | New |
| Rowland & Co Investment Counsel | 1,349 | $358.3K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,344 | $357.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,335 | $354.2K | 0.05% | +158+13.4% | Added |
| Symmetry Partners, LLC | 1,332 | $353.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,328 | $352.4K | 0.01% | +1,328 | New |
| Global Retirement Partners, LLC | 1,324 | $351.3K | 0.02% | −132−9.1% | Reduced |
| Level Four Advisory Services, LLC | 1,318 | $349.7K | 0.03% | −145−9.9% | Reduced |
| Parsons Capital Management Inc | 1,314 | $348.7K | 0.03% | −9−0.7% | Reduced |
| Founders Financial Securities LLC | 1,314 | $348.7K | 0.05% | +7+0.5% | Added |
| Drive Wealth Management, LLC | 1,312 | $348.1K | 0.17% | +1,312 | New |
| Callahan Advisors, LLC | 1,300 | $345.0K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,275 | $338.3K | 0.03% | −22−1.7% | Reduced |
| Boston Common Asset Management, LLC | 1,274 | $338.0K | 0.02% | +25+2.0% | Added |
| Elevated Capital Advisors, LLC | 1,270 | $337.0K | 0.13% | +1,270 | New |
| Heritage Wealth Management, Inc./Texas | 1,255 | $333.0K | 0.34% | +1,255 | New |
| BSW Wealth Partners | 1,255 | $333.0K | 0.07% | −323−20.5% | Reduced |
| Hall Laurie J Trustee | 1,250 | $332.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,244 | $330.1K | 0.05% | +1,244 | New |
| Laidlaw Wealth Management LLC | 1,242 | $329.6K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,230 | $326.4K | 0.04% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,221 | $324.0K | 0.19% | −33−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,220 | $323.7K | 0.01% | −1,510−55.3% | Reduced |
| Great Diamond Partners, LLC | 1,219 | $323.5K | 0.10% | +14+1.2% | Added |
| Apriem Advisors | 1,217 | $322.9K | 0.06% | +1,217 | New |
| Ropes Wealth Advisors LLC | 1,210 | $321.1K | 0.06% | +1,210 | New |
| CoreCap Advisors, LLC | 1,206 | $320.0K | 0.02% | +1,206 | New |
| Revolve Wealth Partners, LLC | 1,203 | $319.2K | 0.09% | −125−9.4% | Reduced |
| Adviser Investments LLC | 1,227 | $319.0K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,200 | $318.4K | 0.00% | +54+4.7% | Added |
| Planning Center, Inc. | 1,200 | $318.4K | 0.10% | +1,200 | New |
| Wealth Management Associates, Inc. | 1,199 | $318.2K | 0.21% | −619−34.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,195 | $317.0K | 0.09% | +1,100+1,157.9% | Added |
| Gamble Jones Investment Counsel | 1,190 | $315.8K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,189 | $315.5K | 0.16% | −247−17.2% | Reduced |
| Financial Alternatives, Inc | 1,188 | $315.2K | 0.31% | +1,188 | New |
| Silverlake Wealth Management LLC | 1,168 | $309.9K | 0.19% | 00.0% | Unchanged |
| Seeyond | 1,164 | $308.9K | 0.03% | −1,657−58.7% | Reduced |
| AMG National Trust Bank | 1,159 | $307.5K | 0.01% | −373−24.3% | Reduced |
| Rossmore Private Capital | 1,155 | $306.5K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 1,151 | $305.4K | 0.13% | −240−17.3% | Reduced |
| Wade G W & Inc | 1,149 | $305.0K | 0.01% | +2+0.2% | Added |
| Vigilare Wealth Management | 1,149 | $304.9K | 0.18% | −160−12.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,167 | $304.5K | 0.28% | +1,167 | New |
| High Pines Wealth Management, LLC | 1,131 | $300.1K | 0.53% | +1+0.1% | Added |
| Triangle Securities Wealth Management | 1,130 | $299.8K | 0.11% | −70−5.8% | Reduced |
| Geller Advisors LLC | 1,130 | $299.8K | 0.05% | +13+1.2% | Added |
| Clear Creek Financial Management, LLC | 1,127 | $299.0K | 0.07% | +28+2.5% | Added |
| Norris Perne & French LLP | 1,125 | $298.5K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,124 | $298.3K | 0.05% | +52+4.9% | Added |
| Financial Management Network Inc | 1,100 | $297.0K | 0.13% | +1,100 | New |
| GraniteShares Advisors LLC | 1,119 | $296.9K | 0.25% | −218−16.3% | Reduced |
| Boothbay Fund Management, LLC | 1,115 | $295.9K | 0.01% | +1,115 | New |
| Vertex Planning Partners, LLC | 1,114 | $295.6K | 0.12% | +1,114 | New |
| Mather Group, LLC. | 1,113 | $295.3K | 0.01% | −165−12.9% | Reduced |
| Mizuho Securities Co. Ltd. | 1,110 | $294.5K | 0.82% | +855+335.3% | Added |
| Capital Market Strategies LLC | 1,108 | $294.0K | 0.32% | −90−7.5% | Reduced |
| Purus Wealth Management, LLC | 1,102 | $292.4K | 0.27% | −790−41.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,102 | $292.0K | 0.05% | +17+1.6% | Added |
| IVC Wealth Advisors LLC | 1,100 | $291.9K | 0.22% | −19−1.7% | Reduced |
| Renasant Bank | 1,098 | $291.4K | 0.22% | +1,098 | New |
| WMS Partners, LLC | 1,097 | $291.1K | 0.03% | −38−3.3% | Reduced |
| Pictet North America Advisors SA | 1,096 | $290.8K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,091 | $289.5K | 0.06% | −61−5.3% | Reduced |
| Financial Perspectives, Inc | 1,091 | $289.5K | 0.15% | 00.0% | Unchanged |
| Maven Securities LTD | 1,089 | $289.0K | 0.06% | −5,819−84.2% | Reduced |
| Empowered Funds, LLC | 1,088 | $288.7K | 0.02% | +1,088 | New |
| Private Wealth Advisors | 1,086 | $288.2K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,083 | $287.4K | 0.03% | +1,083 | New |
| Quadrant Private Wealth Management, LLC | 1,081 | $286.8K | 0.10% | +1,081 | New |
| Arkadios Wealth Advisors | 1,081 | $286.7K | 0.04% | +1,081 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,078 | $286.0K | 0.21% | −239−18.1% | Reduced |
| Keel Point, LLC | 1,076 | $285.5K | 0.04% | +1,076 | New |
| J. W. Coons Advisors, LLC | 1,074 | $285.0K | 0.09% | +2+0.2% | Added |
| Principle Wealth Partners LLC | 1,071 | $284.2K | 0.03% | −3−0.3% | Reduced |
| Vaughan David Investments LLC | 1,065 | $283.0K | 0.01% | +1,065 | New |
| First Manhattan Co | 1,063 | $282.1K | 0.00% | +613+136.2% | Added |
| Carroll Investors, Inc | 1,056 | $282.0K | 0.30% | +1,056 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,060 | $281.3K | 0.07% | +1,060 | New |
| Regent Peak Wealth Advisors LLC | 1,058 | $280.7K | 0.09% | +1,058 | New |
| BDO Wealth Advisors, LLC | 1,057 | $280.5K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,051 | $279.0K | 0.04% | +21+2.0% | Added |
| Gateway Wealth Partners, LLC | 1,048 | $278.1K | 0.05% | +1,048 | New |
| Olistico Wealth, LLC | 1,045 | $277.3K | 0.30% | +1,045 | New |