Intuitive Surgical Inc

ISRG

Exchange: Nasdaq
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001035267

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in Intuitive Surgical Inc as of Mar 31, 2023. 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: 1,415; +5 vs. Q4 2022
Shares held: 292.7M; −505.7K (−0.2%) vs. Q4 2022
Total value: $74.7B; −$3.00B (−3.9%) vs. Q4 2022
New holders: 114; 526 more added
Sold out: 109; 521 more reduced

29 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,415 institutions

Value heldQ1 2023: $74.7B

Institutions holding ISRG and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2022.

Institutions holding ISRG in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
EP Wealth Advisors, LLC	66,461	$0	0.00%	+50,779+323.8%	Added
GW&K Investment Management, LLC	1	$0	0.00%	+1	New
Summit Wealth Group, LLC	41,386	$0	0.00%	+41,386	New
True Wealth Design, LLC	2	$511	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	3	$764	0.00%	−18,683−100.0%	Reduced
Column Capital Advisors, LLC	3	$766	0.00%	−9−75.0%	Reduced
Country Trust Bank	3	$766	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	3	$766	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	3	$766	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	3	$766	0.00%	00.0%	Unchanged
Ahrens Investment Partners LLC	3	$766	0.00%	+3	New
Koesten, Hirschmann & Crabtree, INC.	3	$767	0.00%	+3	New
Ofi Invest Asset Management	207,186	$811	0.00%	+207,186	New
WestEnd Advisors, LLC	–	$1.02K	0.00%	–	–
Morton Brown Family Wealth, LLC	4	$1.02K	0.00%	+4	New
SJS Investment Consulting Inc.	5	$1.28K	0.00%	−2−28.6%	Reduced
Horan Securities, Inc.	5	$1.28K	0.00%	−21−80.8%	Reduced
Nalls Sherbakoff Group, LLC	6	$1.51K	0.00%	+6	New
Financial Synergies Wealth Advisors, Inc.	6	$1.53K	0.00%	00.0%	Unchanged
Hartford Financial Management Inc.	6	$1.53K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	6	$1.53K	0.00%	+6	New
Global Financial Private Client, LLC	9	$2.28K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	9	$2.30K	0.00%	−1−10.0%	Reduced
Disciplined Investments, LLC	9	$2.30K	0.00%	00.0%	Unchanged
Schubert & Co	9	$2.30K	0.00%	−2−18.2%	Reduced
Longfellow Investment Management Co LLC	10	$2.56K	0.00%	00.0%	Unchanged
Dakota Community Bank & Trust NA	11	$2.81K	0.02%	00.0%	Unchanged
Coston, McIsaac & Partners	12	$3.00K	0.00%	00.0%	Unchanged
PayPay Securities Corp	12	$3.07K	0.20%	−11−47.8%	Reduced
Jackson, Grant Investment Advisers, Inc.	12	$3.07K	0.00%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	12	$3.19K	0.00%	00.0%	Unchanged
Pinnacle Financial Partners Inc	15	$3.83K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	15	$3.83K	0.00%	00.0%	Unchanged
Retirement Group, LLC	14	$4.00K	0.00%	+9+180.0%	Added
Wolff Wiese Magana LLC	16	$4.09K	0.00%	−9−36.0%	Reduced
Oakworth Capital, Inc.	17	$4.34K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	18	$4.60K	0.00%	00.0%	Unchanged
New Millennium Group LLC	18	$4.60K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	20	$5.11K	0.00%	+4+25.0%	Added
25 LLC	17	$5.15K	0.00%	+17	New
MB, Levis & Associates, LLC	21	$5.37K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	23	$5.88K	0.00%	+19+475.0%	Added
Asset Dedication, LLC	21	$6.00K	0.00%	−2−8.7%	Reduced
Steward Financial Group LLC	27	$6.00K	0.00%	+10+58.8%	Added
Hazlett, Burt & Watson, Inc.	25	$6.00K	0.00%	+25	New
MCF Advisors LLC	24	$6.13K	0.00%	00.0%	Unchanged
Quarry LP	25	$6.39K	0.00%	−84−77.1%	Reduced
PSI Advisors, LLC	25	$6.39K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	29	$7.00K	0.00%	−66−69.5%	Reduced
Roble, Belko & Company, Inc	27	$7.00K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	30	$7.66K	0.01%	−36−54.5%	Reduced
Riggs Asset Managment Co. Inc.	30	$7.67K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	31	$7.92K	0.00%	00.0%	Unchanged
Pflug Koory, LLC	31	$7.92K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	33	$8.00K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	33	$8.43K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	33	$8.43K	0.01%	00.0%	Unchanged
Northwest Investment Counselors, LLC	36	$9.20K	0.00%	00.0%	Unchanged
Ameliora Wealth Management Ltd.	36	$9.20K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	36	$9.20K	0.00%	+24+200.0%	Added
Lee Financial Co	38	$9.71K	0.00%	−5−11.6%	Reduced
Laurel Wealth Advisors LLC	39	$9.96K	0.00%	00.0%	Unchanged
Rock Creek Group, LP	41	$10.5K	0.00%	+41	New
Colonial Trust Co	43	$11.0K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	48	$12.3K	0.02%	00.0%	Unchanged
Optimum Investment Advisors	50	$12.8K	0.01%	+50	New
Key Financial Inc	51	$13.0K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	45	$13.6K	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	54	$14.0K	0.01%	00.0%	Unchanged
Baystate Wealth Management LLC	55	$14.3K	0.00%	+25+83.3%	Added
West Oak Capital, LLC	60	$15.3K	0.01%	00.0%	Unchanged
Baldwin Brothers Inc	63	$16.1K	0.00%	−525−89.3%	Reduced
Sutton Wealth Advisors Inc.	63	$16.1K	0.01%	−10−13.7%	Reduced
Cambridge Trust Co	64	$16.4K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	65	$16.5K	0.01%	+65	New
Tilia Fiduciary Partners, Inc.	65	$16.6K	0.02%	00.0%	Unchanged
Rise Advisors, LLC	67	$17.1K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	69	$17.6K	0.00%	00.0%	Unchanged
Accel Wealth Management	70	$17.9K	0.01%	+66+1,650.0%	Added
Hanson & Doremus Investment Management	69	$18.0K	0.00%	−6−8.0%	Reduced
Financial Connections Group, Inc.	72	$18.0K	0.01%	00.0%	Unchanged
Compass Wealth Management LLC	72	$18.4K	0.01%	00.0%	Unchanged
First Financial Corp	73	$18.6K	0.01%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	75	$19.2K	0.01%	+45+150.0%	Added
Gradient Investments LLC	77	$19.7K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	80	$20.4K	0.01%	−80−50.0%	Reduced
Pin Oak Investment Advisors Inc	81	$21.0K	0.03%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	90	$23.0K	0.00%	+30+50.0%	Added
Canton Hathaway, LLC	90	$23.0K	0.01%	00.0%	Unchanged
Grey Fox Wealth Advisors, LLC	92	$23.5K	0.01%	+18+24.3%	Added
Bell Investment Advisors, Inc	92	$23.5K	0.01%	−55−37.4%	Reduced
JTC Employer Solutions Trusteee Ltd	93	$24.0K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	96	$24.5K	0.01%	+9+10.3%	Added
HHM Wealth Advisors, LLC	99	$25.3K	0.01%	+92+1,314.3%	Added
Pinpoint Asset Management Ltd	100	$25.5K	0.01%	−1,300−92.9%	Reduced
Maryland Capital Advisors Inc.	100	$25.5K	0.02%	00.0%	Unchanged
Logan Capital Management Inc	101	$25.8K	0.00%	−42−29.4%	Reduced
Householder Group Estate & Retirement Specialist, LLC	105	$27.0K	0.01%	00.0%	Unchanged
Clean Yield Group	108	$27.6K	0.01%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	111	$28.4K	0.01%	00.0%	Unchanged