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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 4,261 | $1.13M | 0.08% | −50−1.2% | Reduced |
| WoodTrust Financial Corp | 4,260 | $1.13M | 0.23% | −805−15.9% | Reduced |
| Willner & Heller, LLC | 4,197 | $1.11M | 1.58% | +27+0.6% | Added |
| Alps Advisors Inc | 4,190 | $1.11M | 0.01% | −1,727−29.2% | Reduced |
| RMR Wealth Builders | 4,179 | $1.11M | 0.25% | +92+2.3% | Added |
| Canandaigua National Corp | 4,170 | $1.11M | 0.19% | −23−0.5% | Reduced |
| Doliver Advisors, LP | 4,157 | $1.10M | 0.36% | −29−0.7% | Reduced |
| Malaga Cove Capital, LLC | 4,127 | $1.10M | 0.60% | −8−0.2% | Reduced |
| McRae Capital Management Inc | 4,065 | $1.08M | 0.32% | −200−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,040 | $1.07M | 0.01% | +161+4.2% | Added |
| Trust Asset Management LLC | 4,032 | $1.07M | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,010 | $1.06M | 0.10% | +608+17.9% | Added |
| Fort Washington Investment Advisors Inc | 3,995 | $1.06M | 0.01% | −1,035−20.6% | Reduced |
| Qtron Investments LLC | 3,985 | $1.06M | 0.22% | +3,985 | New |
| Eastover Investment Advisors LLC | 3,962 | $1.05M | 0.60% | +99+2.6% | Added |
| Colony Group LLC | 3,957 | $1.05M | 0.01% | +2,468+165.7% | Added |
| Bartlett & Co. LLC | 3,923 | $1.04M | 0.02% | −1,828−31.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,923 | $1.04M | 0.02% | −1,828−31.8% | Reduced |
| Bryn Mawr Trust Co | 3,903 | $1.03M | 0.05% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,891 | $1.03M | 0.32% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,891 | $1.03M | 0.25% | +457+13.3% | Added |
| TownSquare Capital, LLC | 3,818 | $1.01M | 0.03% | +2,339+158.1% | Added |
| Intellectus Partners, LLC | 3,810 | $1.01M | 0.35% | −50−1.3% | Reduced |
| Boston Financial Mangement LLC | 3,771 | $1.00M | 0.04% | +12+0.3% | Added |
| Westmount Partners, LLC | 3,759 | $997.5K | 0.52% | +3,759 | New |
| Brighton Jones LLC | 3,748 | $994.5K | 0.06% | +214+6.1% | Added |
| RMB Capital Management, LLC | 3,735 | $991.1K | 0.04% | +109+3.0% | Added |
| Alamar Capital Management, LLC | 3,730 | $989.8K | 1.01% | −4−0.1% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $987.0K | 0.58% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,716 | $986.0K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,916 | $983.8K | 0.11% | +477+19.6% | Added |
| Wealthcare Advisory Partners LLC | 3,700 | $981.8K | 0.05% | +3,700 | New |
| Parallel Advisors, LLC | 3,632 | $963.8K | 0.04% | +466+14.7% | Added |
| GM Advisory Group, Inc. | 3,621 | $960.8K | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,616 | $959.5K | 0.24% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,564 | $945.7K | 0.92% | +3+0.1% | Added |
| Sawtooth Solutions, LLC | 3,524 | $935.1K | 0.13% | +1,094+45.0% | Added |
| Seven Eight Capital, LP | 3,516 | $933.0K | 0.24% | −9,672−73.3% | Reduced |
| Brandywine Managers, LLC | 3,495 | $927.4K | 3.24% | 00.0% | Unchanged |
| CNB Bank | 3,471 | $921.0K | 0.58% | +126+3.8% | Added |
| Clarius Group, LLC | 3,434 | $911.0K | 0.08% | +103+3.1% | Added |
| FDx Advisors, Inc. | 3,428 | $910.0K | 0.04% | −1,040−23.3% | Reduced |
| Waratah Capital Advisors Ltd. | 3,412 | $905.4K | 0.06% | +3,412 | New |
| HB Wealth Management, LLC | 3,341 | $886.5K | 0.02% | +811+32.1% | Added |
| Security Asset Management | 3,340 | $886.3K | 0.49% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,282 | $886.3K | 0.15% | +3,959+119.1% | Added |
| ICA Group Wealth Management, LLC | 3,339 | $886.0K | 0.21% | −1,669−33.3% | Reduced |
| 180 Wealth Advisors, LLC | 3,536 | $885.9K | 0.21% | −55−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,323 | $881.8K | 0.09% | +8+0.2% | Added |
| Wealth Alliance | 3,299 | $875.4K | 0.16% | +1,397+73.4% | Added |
| Conning Inc. | 3,296 | $874.6K | 0.03% | −14−0.4% | Reduced |
| LaFleur & Godfrey LLC | 3,286 | $871.9K | 0.15% | −20−0.6% | Reduced |
| Strategic Blueprint, LLC | 3,286 | $871.9K | 0.10% | +1,773+117.2% | Added |
| MUFG Securities EMEA plc | 3,251 | $863.0K | 0.02% | −3,210−49.7% | Reduced |
| Verdence Capital Advisors LLC | 3,250 | $862.4K | 0.11% | −403−11.0% | Reduced |
| Quadrant Capital Group LLC | 3,235 | $858.4K | 0.10% | +468+16.9% | Added |
| Proequities, Inc. | 3,212 | $852.3K | 0.07% | −359−10.1% | Reduced |
| Segment Wealth Management, LLC | 3,205 | $850.4K | 0.10% | +11+0.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,200 | $849.1K | 0.04% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 3,192 | $847.0K | 0.64% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,168 | $840.7K | 0.06% | +369+13.2% | Added |
| Zeke Capital Advisors, LLC | 3,164 | $839.6K | 0.05% | +126+4.1% | Added |
| Liberty One Investment Management, LLC | 3,110 | $825.2K | 0.12% | −156−4.8% | Reduced |
| Geneos Wealth Management Inc. | 3,066 | $813.6K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,004 | $812.3K | 0.02% | −427−12.4% | Reduced |
| Field & Main Bank | 3,058 | $811.4K | 0.52% | −15−0.5% | Reduced |
| Albion Financial Group | 3,042 | $807.2K | 0.08% | −46,555−93.9% | Reduced |
| Columbia Trust Co 01012016 | 3,039 | $806.4K | 0.45% | −347−10.2% | Reduced |
| Smith, Salley & Associates | 3,033 | $804.8K | 0.07% | +121+4.2% | Added |
| Scotia Capital Inc. | 3,026 | $803.0K | 0.01% | −391−11.4% | Reduced |
| Venture Visionary Partners LLC | 3,015 | $800.0K | 0.06% | −9−0.3% | Reduced |
| Verition Fund Management LLC | 3,001 | $796.3K | 0.02% | +1,660+123.8% | Added |
| Evergreen Capital Management LLC | 2,994 | $794.5K | 0.04% | +798+36.3% | Added |
| Checchi Capital Advisers, LLC | 2,993 | $794.2K | 0.08% | −152−4.8% | Reduced |
| Horizon Investments, LLC | 2,994 | $794.0K | 0.02% | +488+19.5% | Added |
| Cordatus Wealth Management LLC | 2,985 | $792.0K | 1.16% | +2,985 | New |
| GWM Advisors LLC | 4,882 | $789.7K | 0.02% | −2,810−36.5% | Reduced |
| Country Club Bank | 2,955 | $784.1K | 0.07% | −30−1.0% | Reduced |
| Clarkston Capital Partners, LLC | 2,945 | $781.5K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,945 | $781.5K | 0.05% | +66+2.3% | Added |
| Voya Financial Advisors, Inc. | 2,912 | $779.8K | 0.10% | −376−11.4% | Reduced |
| Insight Inv LLC | 2,920 | $774.8K | 0.78% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,914 | $773.2K | 0.11% | +2,914 | New |
| Leavell Investment Management, Inc. | 2,899 | $769.0K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,870 | $761.6K | 0.45% | −156−5.2% | Reduced |
| KCM Investment Advisors LLC | 2,845 | $755.0K | 0.03% | −18−0.6% | Reduced |
| Wedmont Private Capital | 2,792 | $754.9K | 0.11% | +720+34.7% | Added |
| Bridgefront Capital, LLC | 2,842 | $754.1K | 0.53% | +2,842 | New |
| Vaughan Nelson Investment Management, L.P. | 2,835 | $752.0K | 0.01% | −810−22.2% | Reduced |
| Western Wealth Management, LLC | 2,833 | $751.7K | 0.08% | −1,123−28.4% | Reduced |
| Kestra Private Wealth Services, LLC | 2,832 | $751.5K | 0.04% | +876+44.8% | Added |
| Avestar Capital, LLC | 2,820 | $748.3K | 0.16% | +26+0.9% | Added |
| BTC Capital Management, Inc. | 2,816 | $747.2K | 0.09% | −53−1.8% | Reduced |
| Wambolt & Associates, LLC | 2,782 | $738.2K | 0.28% | −12−0.4% | Reduced |
| Achmea Investment Management B.V. | 2,957 | $735.0K | 0.02% | +433+17.2% | Added |
| Schrum Private Wealth Management LLC | 2,769 | $734.8K | 0.87% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 2,731 | $724.7K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,728 | $723.9K | 0.11% | −222−7.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,726 | $723.3K | 0.15% | −75−2.7% | Reduced |
| Exos TFP Holdings LLC | 2,726 | $723.3K | 0.20% | +359+15.2% | Added |