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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 7,053 | $1.87M | 0.05% | −11,977−62.9% | Reduced |
| IMA Wealth, Inc. | 7,005 | $1.86M | 0.49% | −331−4.5% | Reduced |
| Bellwether Advisors, LLC | 6,976 | $1.85M | 0.54% | +6,918+11,927.6% | Added |
| Allworth Financial LP | 6,933 | $1.84M | 0.02% | +510+7.9% | Added |
| 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 |
| Terra Nova Asset Management LLC | 6,879 | $1.83M | 1.91% | −262−3.7% | Reduced |
| Independent Financial Group, LLC | 6,857 | $1.82M | 0.16% | +181+2.7% | Added |
| EFG Asset Management (Americas) Corp. | 6,793 | $1.81M | 0.45% | +5,195+325.1% | Added |
| Knights of Columbus Asset Advisors LLC | 6,772 | $1.80M | 0.19% | −1,184−14.9% | Reduced |
| Bleakley Financial Group, LLC | 6,731 | $1.79M | 0.06% | +6,731 | New |
| Y-Intercept (Hong Kong) Ltd | 6,718 | $1.78M | 0.26% | +5,553+476.7% | Added |
| Meiji Yasuda Life Insurance Co | 6,662 | $1.77M | 0.04% | −117−1.7% | Reduced |
| Tower View Investment Management & Research LLC | 6,643 | $1.76M | 1.23% | −39−0.6% | Reduced |
| Wetherby Asset Management Inc | 6,599 | $1.75M | 0.11% | +637+10.7% | Added |
| Girard Partners Ltd. | 6,517 | $1.73M | 0.20% | +665+11.4% | Added |
| Daymark Wealth Partners, LLC | 6,428 | $1.71M | 0.30% | +6,428 | New |
| King Luther Capital Management Corp | 6,383 | $1.69M | 0.01% | +291+4.8% | Added |
| Prospera Financial Services Inc | 6,339 | $1.68M | 0.08% | +1,155+22.3% | Added |
| Everence Capital Management Inc | 6,300 | $1.67M | 0.14% | −1,470−18.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,285 | $1.67M | 0.03% | +174+2.8% | Added |
| Centaurus Financial, Inc. | 6,276 | $1.67M | 0.16% | −1,691−21.2% | Reduced |
| Burns J W & Co Inc | 6,228 | $1.65M | 0.30% | −90−1.4% | Reduced |
| Claret Asset Management Corp | 6,223 | $1.65M | 0.36% | −35−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 6,212 | $1.65M | 0.29% | +30.0% | Added |
| Riverpark Capital Management LLC | 6,209 | $1.65M | 3.81% | −11,786−65.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,188 | $1.64M | 0.13% | +502+8.8% | Added |
| Signaturefd, LLC | 6,186 | $1.64M | 0.05% | +575+10.2% | Added |
| Altfest L J & Co Inc | 6,143 | $1.63M | 0.27% | −20.0% | Reduced |
| Stock Yards Bank & Trust Co | 6,133 | $1.63M | 0.06% | +136+2.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,100 | $1.62M | 2.30% | +300+5.2% | Added |
| Sequoia Financial Advisors, LLC | 6,093 | $1.62M | 0.04% | +3,088+102.8% | Added |
| HBK Sorce Advisory LLC | 6,086 | $1.61M | 0.04% | +3,809+167.3% | Added |
| Comerica Securities,inc. | 6,020 | $1.60M | 0.11% | −312−4.9% | Reduced |
| AXS Investments LLC | 5,979 | $1.59M | 0.57% | −1,215−16.9% | Reduced |
| Trifecta Capital Advisors, LLC | 5,953 | $1.58M | 0.63% | +5,953 | New |
| Vestor Capital, LLC | 5,918 | $1.57M | 0.19% | +5,403+1,049.1% | Added |
| Phoenix Holdings Ltd. | 5,863 | $1.56M | 0.03% | +119+2.1% | Added |
| Sepio Capital, LP | 5,870 | $1.56M | 0.13% | −803−12.0% | Reduced |
| Steel Peak Wealth Management LLC | 5,867 | $1.56M | 0.11% | −1,124−16.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,844 | $1.55M | 0.03% | −6−0.1% | Reduced |
| First Horizon Advisors, Inc. | 5,839 | $1.55M | 0.06% | +75+1.3% | Added |
| Altman Advisors, Inc. | 5,926 | $1.54M | 0.95% | −411−6.5% | Reduced |
| Perpetual Investment Management Ltd | 5,800 | $1.54M | 0.18% | 00.0% | Unchanged |
| HealthCor Management, L.P. | 5,750 | $1.53M | 1.40% | +5,750 | New |
| Umb Bank N A | 5,694 | $1.51M | 0.02% | −596−9.5% | Reduced |
| Spire Wealth Management | 5,598 | $1.49M | 0.08% | −381−6.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,564 | $1.48M | 0.11% | −76−1.3% | Reduced |
| La Financiere de L'Echiquier | 5,536 | $1.47M | 0.09% | −739−11.8% | Reduced |
| Redmond Asset Management, LLC | 5,536 | $1.47M | 0.53% | +32+0.6% | Added |
| Virtu Financial LLC | 5,497 | $1.46M | 0.19% | +5,497 | New |
| Alaethes Wealth LLC | 5,492 | $1.46M | 1.00% | +35+0.6% | Added |
| AIA Group Ltd | 5,466 | $1.45M | 0.09% | −1,612−22.8% | Reduced |
| Meeder Advisory Services, Inc. | 5,413 | $1.44M | 0.18% | +5,413 | New |
| Everett Harris & Co | 5,398 | $1.43M | 0.02% | −8,400−60.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,395 | $1.43M | 0.08% | +100+1.9% | Added |
| Whitener Capital Management, Inc. | 5,369 | $1.42M | 0.62% | +570+11.9% | Added |
| Premier Asset Management LLC | 5,367 | $1.42M | 1.79% | −3,814−41.5% | Reduced |
| Vident Investment Advisory, LLC | 5,366 | $1.42M | 0.05% | −103,703−95.1% | Reduced |
| Cresset Asset Management, LLC | 6,466 | $1.42M | 0.02% | +334+5.4% | Added |
| Stratos Wealth Advisors, LLC | 5,270 | $1.40M | 0.12% | +5,270 | New |
| Algert Global LLC | 5,259 | $1.40M | 0.08% | +900+20.6% | Added |
| Hollencrest Capital Management | 5,206 | $1.38M | 0.17% | +22+0.4% | Added |
| Bank of the West | 5,172 | $1.37M | 0.16% | +51+1.0% | Added |
| Texas Yale Capital Corp. | 5,169 | $1.37M | 0.08% | +14+0.3% | Added |
| Perigon Wealth Management, LLC | 5,141 | $1.36M | 0.08% | −501−8.9% | Reduced |
| Stiles Financial Services Inc | 5,058 | $1.34M | 0.77% | −193−3.7% | Reduced |
| Raymond James Trust N.A. | 5,042 | $1.34M | 0.05% | +513+11.3% | Added |
| Bailard, Inc. | 5,026 | $1.33M | 0.05% | +3,680+273.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 5,000 | $1.33M | 0.02% | +2,000+66.7% | Added |
| Rhenman & Partners Asset Management AB | 5,000 | $1.33M | 0.14% | −45,000−90.0% | Reduced |
| AlphaCentric Advisors LLC | 5,000 | $1.33M | 1.31% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.31M | 0.59% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,921 | $1.31M | 0.33% | +1,394+39.5% | Added |
| Berger Financial Group, Inc | 4,920 | $1.31M | 0.17% | −190−3.7% | Reduced |
| Angeles Wealth Management, LLC | 4,913 | $1.30M | 0.23% | +316+6.9% | Added |
| Accurate Wealth Management, LLC | 4,713 | $1.28M | 0.47% | +155+3.4% | Added |
| Independent Solutions Wealth Management, LLC | 4,799 | $1.27M | 0.39% | +4,799 | New |
| FineMark National Bank & Trust | 4,777 | $1.27M | 0.06% | +25+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,764 | $1.26M | 0.16% | +1,080+29.3% | Added |
| Trust Co of Vermont | 4,742 | $1.26M | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 4,732 | $1.25M | 0.07% | −74−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 4,672 | $1.24M | 0.06% | +73+1.6% | Added |
| Capital Asset Advisory Services LLC | 4,584 | $1.23M | 0.10% | +710+18.3% | Added |
| Conway Capital Management, Inc. | 4,649 | $1.23M | 1.25% | +605+15.0% | Added |
| Wahed Invest LLC | 4,548 | $1.21M | 0.63% | +481+11.8% | Added |
| Leonteq Securities AG | 4,517 | $1.20M | 0.06% | −42,844−90.5% | Reduced |
| Alhambra Investment Partners LLC | 4,500 | $1.19M | 0.87% | 00.0% | Unchanged |
| Lincoln National Corp | 4,494 | $1.19M | 0.03% | −86−1.9% | Reduced |
| Meeder Asset Management Inc | 4,446 | $1.18M | 0.10% | −1,260−22.1% | Reduced |
| E Fund Management Co., Ltd. | 4,440 | $1.18M | 0.10% | −458−9.4% | Reduced |
| M Holdings Securities, Inc. | 4,376 | $1.16M | 0.12% | −351−7.4% | Reduced |
| Cigna Investments Inc | 4,367 | $1.16M | 0.24% | −49−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,343 | $1.15M | 0.11% | +208+5.0% | Added |
| Cetera Advisors LLC | 4,340 | $1.15M | 0.02% | +1,959+82.3% | Added |
| Centennial Bank | 4,332 | $1.15M | 0.66% | +4,332 | New |
| Howland Capital Management LLC | 4,325 | $1.15M | 0.07% | −400−8.5% | Reduced |
| Man Group plc | 4,325 | $1.15M | 0.00% | −24,029−84.7% | Reduced |
| MAI Capital Management | 4,303 | $1.14M | 0.02% | +940+28.0% | Added |
| Prelude Capital Management, LLC | 4,303 | $1.14M | 0.07% | +4,303 | New |