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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 794 | $210.7K | 0.01% | +191+31.7% | Added |
| Teamwork Financial Advisors, LLC | 790 | $209.6K | 0.04% | −16,727−95.5% | Reduced |
| Holderness Investments Co | 789 | $209.4K | 0.09% | +789 | New |
| PDS Planning, Inc | 786 | $208.6K | 0.03% | +786 | New |
| Middleton & Co Inc | 783 | $208.1K | 0.03% | +783 | New |
| Wrapmanager Inc | 785 | $208.0K | 0.07% | +785 | New |
| Verus Capital Partners, LLC | 782 | $207.5K | 0.04% | +782 | New |
| First National Bank of Omaha | 773 | $205.0K | 0.01% | +773 | New |
| Bragg Financial Advisors, Inc | 760 | $201.7K | 0.01% | +760 | New |
| Avidian Wealth Solutions, LLC | 757 | $200.9K | 0.01% | +757 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 755 | $200.3K | 0.11% | +755 | New |
| TD Private Client Wealth LLC | 739 | $196.1K | 0.01% | +79+12.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 738 | $195.8K | 0.17% | +738 | New |
| EverSource Wealth Advisors, LLC | 737 | $195.6K | 0.03% | −193−20.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 732 | $194.2K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 725 | $192.4K | 0.10% | 00.0% | Unchanged |
| Crewe Advisors LLC | 706 | $187.3K | 0.03% | +159+29.1% | Added |
| Grove Bank & Trust | 703 | $187.0K | 0.04% | −1,681−70.5% | Reduced |
| Covestor Ltd | 677 | $180.0K | 0.15% | −103−13.2% | Reduced |
| BerganKDV Wealth Management, LLC | 678 | $179.9K | 0.02% | +52+8.3% | Added |
| Pinnacle Bancorp, Inc. | 667 | $177.0K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 647 | $172.0K | 0.04% | −43−6.2% | Reduced |
| Avion Wealth | 900 | $168.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 627 | $166.4K | 0.05% | −24−3.7% | Reduced |
| Tyler-Stone Wealth Management | 620 | $165.0K | 0.11% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $164.0K | 0.05% | 00.0% | Unchanged |
| Trust Co | 612 | $162.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 590 | $157.0K | 0.01% | −4−0.7% | Reduced |
| Glassman Wealth Services | 588 | $156.0K | 0.03% | −29−4.7% | Reduced |
| Baldwin Brothers Inc | 588 | $156.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 585 | $156.0K | 0.01% | −15−2.5% | Reduced |
| CVA Family Office, LLC | 577 | $153.1K | 0.04% | −29−4.8% | Reduced |
| Private Trust Co NA | 555 | $147.0K | 0.02% | −49−8.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 547 | $145.1K | 0.07% | +469+601.3% | Added |
| Sargent Bickham Lagudis LLC | 541 | $143.6K | 0.01% | −24−4.2% | Reduced |
| DuPont Capital Management Corp | 530 | $140.6K | 0.01% | −220−29.3% | Reduced |
| Stephens Investment Management Group LLC | 505 | $135.2K | 0.00% | +142+39.1% | Added |
| Byrne Asset Management LLC | 504 | $133.7K | 0.10% | +40+8.6% | Added |
| Riverview Trust Co | 496 | $132.0K | 0.12% | −65−11.6% | Reduced |
| Parkside Financial Bank & Trust | 495 | $131.3K | 0.04% | +13+2.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 481 | $127.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 476 | $126.3K | 0.06% | +14+3.0% | Added |
| KB Financial Partners, LLC | 476 | $126.0K | 0.04% | +12+2.6% | Added |
| WR Wealth Planners, LLC | 474 | $125.8K | 0.08% | +2+0.4% | Added |
| S.A. Mason LLC | 465 | $123.4K | 0.09% | +465 | New |
| Farmers & Merchants Investments Inc | 462 | $122.6K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 462 | $122.6K | 0.11% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 459 | $121.8K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 453 | $120.0K | 0.01% | −528−53.8% | Reduced |
| Concord Wealth Partners | 401 | $106.4K | 0.03% | +401 | New |
| Carolinas Wealth Consulting LLC | 386 | $102.4K | 0.02% | +21+5.8% | Added |
| Adalta Capital Management LLC | 375 | $100.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 369 | $98.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 365 | $96.9K | 0.01% | +124+51.5% | Added |
| Sugarloaf Wealth Management, LLC | 364 | $96.6K | 0.02% | −39−9.7% | Reduced |
| JJJ Advisors Inc. | 368 | $94.6K | 0.03% | +116+46.0% | Added |
| Clearstead Advisors, LLC | 353 | $93.7K | 0.01% | −135−27.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 332 | $88.1K | 0.01% | −34−9.3% | Reduced |
| First Personal Financial Services | 324 | $86.0K | 0.02% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 315 | $84.0K | 0.08% | +315 | New |
| Brown Brothers Harriman & Co | 316 | $83.9K | 0.00% | −100−24.0% | Reduced |
| Delta Asset Management LLC | 316 | $83.9K | 0.01% | +316 | New |
| Versant Capital Management, Inc | 309 | $82.0K | 0.03% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 297 | $80.0K | 0.22% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 300 | $79.6K | 0.02% | +300 | New |
| Rosenberg Matthew Hamilton | 282 | $74.8K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 278 | $73.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 276 | $73.2K | 0.00% | −9−3.2% | Reduced |
| Resurgent Financial Advisors LLC | 272 | $72.2K | 0.04% | +272 | New |
| Altshuler Shaham Ltd | 267 | $70.8K | 0.00% | +267 | New |
| Sycomore Asset Management | 264 | $69.0K | 0.02% | +71+36.8% | Added |
| Elequin Capital LP | 260 | $69.0K | 0.02% | +260 | New |
| Center for Financial Planning, Inc. | 258 | $68.5K | 0.02% | −2−0.8% | Reduced |
| Tortoise Investment Management, LLC | 254 | $67.4K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 252 | $66.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 247 | $65.5K | 0.01% | +10+4.2% | Added |
| Farther Finance Advisors, LLC | 247 | $65.5K | 0.03% | +247 | New |
| Kayne Anderson Rudnick Investment Management LLC | 246 | $65.3K | 0.00% | +132+115.8% | Added |
| Johnson Financial Group, Inc. | 242 | $64.2K | 0.01% | −139−36.5% | Reduced |
| Glen Eagle Advisors, LLC | 237 | $62.9K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 237 | $62.9K | 0.04% | +237 | New |
| Adirondack Trust Co | 237 | $62.9K | 0.03% | −5−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 236 | $62.6K | 0.00% | +236 | New |
| Coastal Capital Group, Inc. | 328 | $61.5K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 223 | $59.2K | 0.03% | +2+0.9% | Added |
| MV Capital Management, Inc. | 219 | $58.1K | 0.01% | −53−19.5% | Reduced |
| Baker Avenue Asset Management, LP | 217 | $57.6K | 0.00% | +217 | New |
| American National Bank | 214 | $57.0K | 0.01% | +157+275.4% | Added |
| Cutler Group LP | 208 | $55.0K | 0.01% | +208 | New |
| Toth Financial Advisory Corp | 201 | $53.3K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 201 | $53.3K | 0.02% | +81+67.5% | Added |
| Castleview Partners, LLC | 195 | $51.7K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $50.4K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 188 | $49.9K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 184 | $48.8K | 0.01% | −11−5.6% | Reduced |
| PrairieView Partners, LLC | 180 | $47.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $45.0K | 0.40% | +110+183.3% | Added |
| Atwood & Palmer Inc | 168 | $44.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 170 | $44.0K | 0.01% | −4−2.3% | Reduced |
| Benjamin Edwards Inc | 165 | $44.0K | 0.01% | +11+7.1% | Added |