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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 2,714 | $720.0K | 0.34% | −510−15.8% | Reduced |
| ARGI Investment Services, LLC | 2,707 | $718.0K | 0.02% | +87+3.3% | Added |
| Aquatic Capital Management LLC | 2,700 | $716.0K | 0.05% | −9,600−78.0% | Reduced |
| Sunbelt Securities, Inc. | 2,690 | $713.8K | 0.14% | −31−1.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,682 | $712.0K | 0.51% | −6−0.2% | Reduced |
| Merit Financial Group, LLC | 2,652 | $703.7K | 0.03% | +84+3.3% | Added |
| Circle Wealth Management, LLC | 2,641 | $700.8K | 0.11% | +24+0.9% | Added |
| Squarepoint Ops LLC | 2,639 | $700.3K | 0.01% | +1,177+80.5% | Added |
| Dana Investment Advisors, Inc. | 2,636 | $699.5K | 0.04% | +10+0.4% | Added |
| Trust Co of Virginia | 2,635 | $699.2K | 0.08% | −24−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,634 | $699.0K | 0.02% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 2,630 | $698.0K | 0.02% | −496−15.9% | Reduced |
| Ritholtz Wealth Management | 2,626 | $696.8K | 0.04% | +870+49.5% | Added |
| Park Place Capital Corp | 2,621 | $695.0K | 0.20% | +2,621 | New |
| Anchor Investment Management, LLC | 2,609 | $692.3K | 0.10% | −5−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,735 | $692.1K | 0.04% | −308−10.1% | Reduced |
| Dynamic Advisor Solutions LLC | 2,587 | $686.3K | 0.05% | +248+10.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,581 | $684.9K | 0.03% | −1,605−38.3% | Reduced |
| Arabesque Asset Management Ltd | 2,576 | $683.5K | 0.23% | +54+2.1% | Added |
| Essex Financial Services, Inc. | 2,567 | $681.0K | 0.07% | −71−2.7% | Reduced |
| Virtue Capital Management, LLC | 2,548 | $676.1K | 0.10% | +2,548 | New |
| Aptus Capital Advisors, LLC | 2,543 | $674.8K | 0.02% | −11,404−81.8% | Reduced |
| Joel Isaacson & Co., LLC | 2,521 | $668.9K | 0.05% | +13+0.5% | Added |
| Sentry Investment Management LLC | 2,513 | $667.0K | 0.29% | −195−7.2% | Reduced |
| Stone Run Capital, LLC | 2,502 | $663.9K | 0.34% | −2,800−52.8% | Reduced |
| Edge Capital Group, LLC | 2,502 | $663.9K | 0.05% | +1,589+174.0% | Added |
| Traynor Capital Management, Inc. | 2,500 | $663.4K | 0.12% | +1,010+67.8% | Added |
| PFS Investments Inc. | 2,494 | $662.0K | 0.01% | +289+13.1% | Added |
| Davy Global Fund Management Ltd | 2,493 | $661.5K | 0.14% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,489 | $660.5K | 0.02% | +531+27.1% | Added |
| Summit Trail Advisors, LLC | 2,468 | $654.9K | 0.03% | −335−12.0% | Reduced |
| Segall Bryant & Hamill, LLC | 2,460 | $652.0K | 0.01% | −15−0.6% | Reduced |
| Tiaa, FSB | 2,455 | $651.4K | 0.00% | −90−3.5% | Reduced |
| Allegheny Financial Group LTD | 2,448 | $649.6K | 0.27% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,423 | $642.9K | 0.11% | −24−1.0% | Reduced |
| AtonRa Partners | 2,423 | $642.9K | 0.82% | −28−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,290 | $639.9K | 0.06% | −52−2.2% | Reduced |
| First National Trust Co | 2,404 | $637.9K | 0.03% | −148−5.8% | Reduced |
| Great Valley Advisor Group, Inc. | 2,369 | $629.0K | 0.03% | −462−16.3% | Reduced |
| Avitas Wealth Management LLC | 2,368 | $628.3K | 0.13% | +2,368 | New |
| STF Management LP | 2,364 | $627.3K | 0.90% | +2,364 | New |
| Michael B. Yongue | 2,362 | $626.8K | 0.59% | −75−3.1% | Reduced |
| Heritage Wealth Advisors | 2,361 | $626.5K | 0.04% | −694−22.7% | Reduced |
| Ancora Advisors, LLC | 2,359 | $626.0K | 0.02% | −18−0.8% | Reduced |
| Fox Run Management, L.L.C. | 2,357 | $625.4K | 0.25% | +448+23.5% | Added |
| Two Sigma Securities, LLC | 2,355 | $624.9K | 0.09% | −172−6.8% | Reduced |
| Argent Trust Co | 2,347 | $622.8K | 0.04% | −55−2.3% | Reduced |
| Alpha Family Trust | 2,340 | $620.9K | 0.56% | +2,340 | New |
| Moors & Cabot, Inc. | 2,319 | $615.3K | 0.04% | −162−6.5% | Reduced |
| Mirador Capital Partners LP | 2,312 | $613.5K | 0.15% | −81−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,306 | $611.9K | 0.10% | +19+0.8% | Added |
| Values First Advisors, Inc. | 2,305 | $611.7K | 0.43% | +268+13.2% | Added |
| Ameritas Advisory Services, LLC | 2,303 | $611.1K | 0.03% | +336+17.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,300 | $610.3K | 0.47% | +800+53.3% | Added |
| Howard Capital Management Group, LLC | 2,287 | $607.0K | 0.07% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,400 | $607.0K | 3.75% | +2,400 | New |
| Insigneo Advisory Services, LLC | 2,284 | $606.0K | 0.23% | +2,284 | New |
| Diligent Investors, LLC | 2,283 | $605.8K | 0.20% | −25−1.1% | Reduced |
| First United Bank Trust | 2,248 | $596.5K | 0.29% | +5+0.2% | Added |
| Heritage Trust Co | 2,239 | $594.1K | 0.10% | −42−1.8% | Reduced |
| Ossiam | 2,223 | $589.9K | 0.02% | −129−5.5% | Reduced |
| Private Advisor Group, LLC | 11,751 | $589.5K | 0.03% | +448+4.0% | Added |
| Legacy Wealth Management, LLC | 2,210 | $586.4K | 0.35% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,201 | $584.0K | 0.07% | +2,201 | New |
| Monetta Financial Services Inc | 2,200 | $583.8K | 0.67% | +2,200 | New |
| Bellecapital International Ltd. | 2,198 | $583.2K | 0.16% | −806−26.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $583.0K | 0.06% | +22+1.0% | Added |
| Heritage Wealth Management, LLC | 2,190 | $581.1K | 0.08% | +1,095+100.0% | Added |
| J.W. Cole Advisors, Inc. | 2,170 | $575.8K | 0.04% | +511+30.8% | Added |
| Rothschild Investment Corp | 2,146 | $569.0K | 0.05% | −321−13.0% | Reduced |
| Harrington Investments, INC | 2,144 | $568.9K | 0.41% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,124 | $564.0K | 0.08% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,093 | $555.4K | 0.40% | +8+0.4% | Added |
| Stonegate Investment Group, LLC | 2,092 | $555.1K | 0.02% | +807+62.8% | Added |
| Gryphon Financial Partners LLC | 2,087 | $553.8K | 0.13% | −71−3.3% | Reduced |
| Cannell Peter B & Co Inc | 2,075 | $550.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,075 | $550.6K | 0.02% | +407+24.4% | Added |
| Westwood Holdings Group Inc. | 2,066 | $548.0K | 0.00% | −287−12.2% | Reduced |
| Nomura Holdings Inc | 2,067 | $548.0K | 0.01% | −192−8.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,062 | $547.2K | 0.05% | −565−21.5% | Reduced |
| Strategy Asset Managers LLC | 2,045 | $543.0K | 0.14% | −40−1.9% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $542.4K | 0.56% | +2,044 | New |
| Ronald Blue Trust, Inc. | 2,886 | $541.0K | 0.01% | +871+43.2% | Added |
| Guardian Wealth Advisors, LLC | 2,036 | $540.3K | 0.10% | +223+12.3% | Added |
| NorthRock Partners, LLC | 2,032 | $539.2K | 0.06% | +144+7.6% | Added |
| Covenant Asset Management, LLC | 2,021 | $536.3K | 0.19% | −100−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,015 | $534.7K | 0.02% | +351+21.1% | Added |
| Summit Financial, LLC | 2,015 | $534.7K | 0.05% | +2,015 | New |
| Spears Abacus Advisors LLC | 2,010 | $533.4K | 0.05% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 2,009 | $533.1K | 0.14% | −730−26.7% | Reduced |
| WealthPlan Investment Management, LLC | 2,173 | $532.7K | 0.04% | −136−5.9% | Reduced |
| Fulton Bank, N.A. | 2,004 | $532.0K | 0.03% | +10.0% | Added |
| PKO Investment Management Joint-Stock Co | 2,000 | $530.7K | 0.08% | −2,000−50.0% | Reduced |
| Pinnacle Associates Ltd | 1,997 | $529.9K | 0.01% | +102+5.4% | Added |
| SYSTM Wealth Solutions LLC | 1,980 | $525.4K | 0.07% | +1,980 | New |
| SeaCrest Wealth Management, LLC | 1,978 | $524.9K | 0.08% | +22+1.1% | Added |
| Ellevest, Inc. | 1,978 | $524.9K | 0.04% | +99+5.3% | Added |
| International Assets Investment Management, LLC | 1,978 | $524.9K | 0.05% | +851+75.5% | Added |
| WealthPLAN Partners, LLC | 2,173 | $523.9K | 0.04% | +2,173 | New |
| Manchester Capital Management LLC | 1,973 | $523.5K | 0.08% | +20+1.0% | Added |