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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 12,499 | $3.32M | 1.68% | −195−1.5% | Reduced |
| David J Yvars Group | 12,375 | $3.28M | 4.12% | −225−1.8% | Reduced |
| Sigma Planning Corp | 12,362 | $3.28M | 0.12% | −25−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 12,190 | $3.23M | 0.05% | +705+6.1% | Added |
| Toroso Investments, LLC | 12,107 | $3.21M | 0.12% | +1,703+16.4% | Added |
| Thoroughbred Financial Services, LLC | 12,090 | $3.21M | 0.52% | +1,640+15.7% | Added |
| Transform Wealth, LLC | 12,087 | $3.21M | 0.36% | +12,087 | New |
| Meiji Yasuda Asset Management Co Ltd. | 12,067 | $3.20M | 0.16% | +1,584+15.1% | Added |
| Bahl & Gaynor Inc | 12,064 | $3.20M | 0.02% | −796−6.2% | Reduced |
| Illinois Municipal Retirement Fund | 11,912 | $3.16M | 0.07% | 00.0% | Unchanged |
| Family Capital Trust Co | 11,880 | $3.15M | 1.28% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,870 | $3.15M | 0.15% | +6,626+126.4% | Added |
| Wedbush Securities Inc | 11,840 | $3.14M | 0.17% | −791−6.3% | Reduced |
| Carmignac Gestion | 11,796 | $3.14M | 0.06% | +1,741+17.3% | Added |
| Hantz Financial Services, Inc. | 11,761 | $3.12M | 0.09% | +4,688+66.3% | Added |
| AMF Pensionsforsakring AB | 11,670 | $3.10M | 0.04% | +11,670 | New |
| Petredis Investment Advisors LLC | 11,648 | $3.09M | 0.56% | +11,648 | New |
| Resources Investment Advisors, LLC. | 11,556 | $3.07M | 0.09% | +4,132+55.7% | Added |
| Pacer Advisors, Inc. | 11,366 | $3.02M | 0.02% | −40,871−78.2% | Reduced |
| D.A. Davidson & Co. | 11,222 | $2.98M | 0.04% | −41−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 11,220 | $2.98M | 0.41% | −43−0.4% | Reduced |
| WD Rutherford LLC | 11,060 | $2.96M | 2.32% | −415−3.6% | Reduced |
| RiverPark Advisors, LLC | 11,124 | $2.95M | 1.41% | −6,443−36.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,077 | $2.94M | 0.08% | −2,186−16.5% | Reduced |
| HM Payson & Co | 11,007 | $2.92M | 0.07% | −1,691−13.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,981 | $2.91M | 0.12% | −79,803−87.9% | Reduced |
| NWK Group, Inc. | 10,939 | $2.90M | 2.14% | +10,939 | New |
| Sumitomo Life Insurance Co | 10,698 | $2.84M | 0.21% | −180−1.7% | Reduced |
| Metis Global Partners, LLC | 10,647 | $2.83M | 0.25% | +4,261+66.7% | Added |
| Welch & Forbes LLC | 10,631 | $2.82M | 0.05% | +184+1.8% | Added |
| First Bank & Trust | 10,574 | $2.81M | 0.78% | +1,295+14.0% | Added |
| Quantinno Capital Management LP | 10,463 | $2.78M | 0.21% | +5,307+102.9% | Added |
| KMG Fiduciary Partners, LLC | 10,437 | $2.77M | 0.45% | +408+4.1% | Added |
| Andra AP-fonden | 10,400 | $2.76M | 0.08% | −2,300−18.1% | Reduced |
| Tredje AP-fonden | 10,254 | $2.72M | 0.05% | −9,495−48.1% | Reduced |
| Sandy Spring Bank | 10,206 | $2.71M | 0.16% | −493−4.6% | Reduced |
| Alcosta Capital Management, Inc. | 10,049 | $2.67M | 2.69% | +10,049 | New |
| 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 |
| Avantax Advisory Services, Inc. | 9,969 | $2.65M | 0.04% | −527−5.0% | Reduced |
| Azzad Asset Management Inc | 9,942 | $2.64M | 0.42% | −915−8.4% | Reduced |
| NewEdge Wealth, LLC | 9,776 | $2.59M | 0.11% | +6,973+248.8% | Added |
| CWM, LLC | 9,714 | $2.58M | 0.02% | +403+4.3% | Added |
| Zions Bancorporation, N.A. | 9,661 | $2.56M | 0.20% | +393+4.2% | Added |
| Veriti Management LLC | 9,647 | $2.56M | 0.34% | +371+4.0% | Added |
| Soleus Capital Management, L.P. | 9,600 | $2.55M | 0.37% | −25,200−72.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,595 | $2.55M | 1.02% | +8,676+944.1% | Added |
| Buckingham Strategic Wealth, LLC | 9,518 | $2.53M | 0.05% | −394−4.0% | Reduced |
| Roundview Capital LLC | 9,471 | $2.51M | 0.29% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 9,441 | $2.51M | 0.71% | +9,441 | New |
| Aft, Forsyth & Company, Inc. | 9,424 | $2.50M | 2.14% | −975−9.4% | Reduced |
| AE Wealth Management LLC | 9,407 | $2.50M | 0.02% | −16,043−63.0% | Reduced |
| Empirical Finance, LLC | 9,378 | $2.49M | 0.26% | +729+8.4% | Added |
| Canal Capital Management, LLC | 9,376 | $2.49M | 0.60% | +69+0.7% | Added |
| Veritable, L.P. | 9,251 | $2.45M | 0.04% | −18−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,205 | $2.44M | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,125 | $2.42M | 0.02% | −796−8.0% | Reduced |
| Whittier Trust Co | 9,101 | $2.41M | 0.05% | −290−3.1% | Reduced |
| Highlander Capital Management, LLC | 9,075 | $2.41M | 1.26% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,051 | $2.40M | 0.09% | +4,983+122.5% | Added |
| Jaffetilchin Investment Partners, LLC | 9,045 | $2.40M | 0.29% | −587−6.1% | Reduced |
| Advisors Asset Management, Inc. | 8,921 | $2.37M | 0.05% | −2,477−21.7% | Reduced |
| First Foundation Advisors | 8,919 | $2.37M | 0.11% | −402−4.3% | Reduced |
| Stephens Inc | 8,860 | $2.35M | 0.05% | −432−4.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,858 | $2.35M | 0.06% | +196+2.3% | Added |
| Oak Asset Management, LLC | 8,815 | $2.34M | 1.05% | −828−8.6% | Reduced |
| Motley Fool Asset Management LLC | 8,801 | $2.34M | 0.26% | −339−3.7% | Reduced |
| Moody National Bank Trust Division | 8,643 | $2.29M | 0.20% | +435+5.3% | Added |
| Arthur M. Cohen & Associates, LLC | 8,590 | $2.28M | 0.62% | −416−4.6% | Reduced |
| Hills Bank & Trust Co | 8,563 | $2.27M | 0.34% | −467−5.2% | Reduced |
| Vestcor Inc | 8,471 | $2.25M | 0.08% | +16+0.2% | Added |
| Cohen Klingenstein LLC | 8,460 | $2.24M | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,198 | $2.18M | 0.09% | +12+0.1% | Added |
| Optimas Capital Ltd | 8,197 | $2.18M | 2.13% | −16,003−66.1% | Reduced |
| Baldwin Investment Management, LLC | 8,155 | $2.16M | 0.39% | −310−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 8,146 | $2.16M | 0.04% | +222+2.8% | Added |
| Apollon Wealth Management, LLC | 8,112 | $2.15M | 0.15% | +524+6.9% | Added |
| Saranac Partners Ltd | 7,966 | $2.11M | 3.88% | +7,966 | New |
| Centiva Capital, LP | 7,964 | $2.11M | 0.18% | +7,964 | New |
| Herold Advisors, Inc. | 7,950 | $2.11M | 0.89% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,945 | $2.11M | 0.06% | −451−5.4% | Reduced |
| Rockingstone Advisors LLC | 7,934 | $2.11M | 1.57% | +7,934 | New |
| Money Concepts Capital Corp | 7,911 | $2.10M | 0.09% | +1,753+28.5% | Added |
| Simplify Asset Management Inc. | 7,897 | $2.10M | 0.35% | +637+8.8% | Added |
| Old National Bancorp | 7,862 | $2.09M | 0.07% | −387−4.7% | Reduced |
| Pathstone Family Office, LLC | 11,798 | $2.07M | 0.04% | +5,848+98.3% | Added |
| Wendell David Associates Inc | 7,800 | $2.07M | 0.25% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 7,794 | $2.07M | 0.19% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,627 | $2.02M | 0.91% | −174−2.2% | Reduced |
| RDA Financial Network | 7,626 | $2.02M | 1.02% | +492+6.9% | Added |
| Intrust Bank NA | 7,546 | $2.00M | 0.28% | +419+5.9% | Added |
| Kornitzer Capital Management Inc | 7,522 | $2.00M | 0.04% | −2,000−21.0% | Reduced |
| Simplex Trading, LLC | 7,513 | $1.99M | 0.10% | −34,740−82.2% | Reduced |
| Diversified Trust Co | 7,396 | $1.96M | 0.08% | +2,683+56.9% | Added |
| Coldstream Capital Management Inc | 7,335 | $1.95M | 0.07% | +7,335 | New |
| PFG Advisors | 7,227 | $1.92M | 0.19% | +975+15.6% | Added |
| Derbend Asset Management | 7,218 | $1.92M | 1.53% | −12−0.2% | Reduced |
| Oppenheimer & Co Inc | 7,181 | $1.91M | 0.04% | −4,200−36.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,163 | $1.90M | 0.72% | −327−4.4% | Reduced |
| Legato Capital Management LLC | 7,098 | $1.88M | 0.36% | +7,098 | New |