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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 111 | $28.4K | 0.00% | +2+1.8% | Added |
| GHP Investment Advisors, Inc. | 113 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 115 | $29.4K | 0.00% | +101+721.4% | Added |
| Barrett & Company, Inc. | 117 | $29.8K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 122 | $31.2K | 0.00% | −1,800−93.7% | Reduced |
| GoalVest Advisory LLC | 123 | $31.4K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 126 | $32.2K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 126 | $32.2K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 126 | $32.2K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 130 | $33.2K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 132 | $33.7K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $34.0K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 141 | $36.0K | 0.02% | −131−48.2% | Reduced |
| Raffa Wealth Management, LLC | 145 | $37.0K | 0.01% | +1+0.7% | Added |
| Fairfield Financial Advisors, LTD | 150 | $37.7K | 0.02% | 00.0% | Unchanged |
| City State Bank | 150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 150 | $38.3K | 0.00% | −92−38.0% | Reduced |
| Strategic Investment Solutions, Inc. | 151 | $38.6K | 0.01% | +151 | New |
| Deseret Mutual Benefit Administrators | 153 | $39.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 155 | $39.6K | 0.02% | +147+1,837.5% | Added |
| Adirondack Trust Co | 162 | $41.4K | 0.02% | −75−31.6% | Reduced |
| Atwood & Palmer Inc | 168 | $42.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 180 | $45.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 175 | $45.0K | 0.00% | +175 | New |
| Carmel Capital Partners, LLC | 189 | $48.3K | 0.03% | +189 | New |
| Gleason Group, Inc. | 190 | $48.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 195 | $49.8K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 201 | $51.3K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 204 | $52.1K | 0.00% | −72−26.1% | Reduced |
| Baker Avenue Asset Management, LP | 211 | $53.9K | 0.00% | −6−2.8% | Reduced |
| Benjamin Edwards Inc | 211 | $54.0K | 0.01% | +46+27.9% | Added |
| Toth Financial Advisory Corp | 219 | $55.9K | 0.01% | +18+9.0% | Added |
| Sycomore Asset Management | 226 | $57.0K | 0.02% | −38−14.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 236 | $60.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 237 | $60.5K | 0.00% | −225−48.7% | Reduced |
| MV Capital Management, Inc. | 240 | $61.3K | 0.01% | +21+9.6% | Added |
| North Star Investment Management Corp. | 247 | $63.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 249 | $63.6K | 0.00% | +3+1.2% | Added |
| Register Financial Advisors LLC | 252 | $64.4K | 0.05% | +15+6.3% | Added |
| Tortoise Investment Management, LLC | 253 | $64.6K | 0.01% | −1−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 253 | $64.6K | 0.02% | +16+6.8% | Added |
| Center for Financial Planning, Inc. | 258 | $65.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 268 | $68.5K | 0.01% | +84+45.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,524 | $69.2K | 1.60% | +5,010+17.0% | Added |
| Earnest Partners LLC | 278 | $71.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 280 | $71.5K | 0.01% | −36−11.4% | Reduced |
| Rosenberg Matthew Hamilton | 282 | $72.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 287 | $73.3K | 0.02% | +287 | New |
| Arlington Partners LLC | 288 | $73.6K | 0.01% | +36+14.3% | Added |
| Evermay Wealth Management LLC | 297 | $75.9K | 0.02% | +179+151.7% | Added |
| Portland Hill Asset Management Ltd | 297 | $76.0K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 301 | $76.9K | 0.02% | +54+21.9% | Added |
| Plante Moran Financial Advisors, LLC | 315 | $80.5K | 0.01% | −17−5.1% | Reduced |
| Versant Capital Management, Inc | 321 | $82.0K | 0.03% | +12+3.9% | Added |
| First Personal Financial Services | 324 | $82.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 327 | $83.5K | 0.01% | +327 | New |
| Coastal Capital Group, Inc. | 328 | $83.8K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 280 | $84.0K | 0.01% | +110+64.7% | Added |
| American National Bank | 336 | $85.8K | 0.02% | +122+57.0% | Added |
| Capula Management Ltd | 336 | $85.8K | 0.01% | +336 | New |
| Milestone Investment Advisors LLC | 341 | $87.1K | 0.03% | +341 | New |
| Thompson Siegel & Walmsley LLC | 360 | $92.0K | 0.00% | −9−2.4% | Reduced |
| CVA Family Office, LLC | 374 | $95.5K | 0.02% | −203−35.2% | Reduced |
| Adalta Capital Management LLC | 375 | $96.0K | 0.07% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 379 | $97.0K | 0.07% | −125−24.8% | Reduced |
| Chilton Capital Management LLC | 382 | $97.6K | 0.01% | +382 | New |
| JJJ Advisors Inc. | 382 | $102.0K | 0.03% | +14+3.8% | Added |
| Sugarloaf Wealth Management, LLC | 426 | $108.9K | 0.03% | +62+17.0% | Added |
| Brown Brothers Harriman & Co | 434 | $110.9K | 0.00% | +118+37.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 442 | $113.0K | 0.00% | −11−2.4% | Reduced |
| Blume Capital Management, Inc. | 459 | $117.3K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $118.8K | 0.09% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 481 | $122.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 482 | $123.1K | 0.01% | +117+32.1% | Added |
| Abound Wealth Management | 491 | $125.4K | 0.06% | +15+3.2% | Added |
| Ritter Daniher Financial Advisory LLC | 494 | $126.2K | 0.06% | −53−9.7% | Reduced |
| Riverview Trust Co | 496 | $126.7K | 0.12% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 505 | $129.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 507 | $129.5K | 0.03% | +12+2.4% | Added |
| Private Trust Co NA | 530 | $135.4K | 0.02% | −25−4.5% | Reduced |
| Concord Wealth Partners | 530 | $135.4K | 0.04% | +129+32.2% | Added |
| Carolinas Wealth Consulting LLC | 531 | $135.7K | 0.03% | +145+37.6% | Added |
| Crewe Advisors LLC | 547 | $139.7K | 0.02% | −159−22.5% | Reduced |
| Tobam | 554 | $142.0K | 0.01% | +554 | New |
| Smithfield Trust Co | 585 | $150.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 612 | $156.3K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $157.9K | 0.04% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 622 | $158.9K | 0.00% | +622 | New |
| Covestor Ltd | 631 | $161.0K | 0.14% | −46−6.8% | Reduced |
| West Paces Advisors Inc. | 636 | $162.5K | 0.05% | +9+1.4% | Added |
| KB Financial Partners, LLC | 646 | $165.0K | 0.05% | +170+35.7% | Added |
| Glassman Wealth Services | 655 | $167.3K | 0.03% | +67+11.4% | Added |
| Pinnacle Bancorp, Inc. | 667 | $170.4K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 647 | $172.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 678 | $173.2K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 689 | $176.0K | 0.04% | −14−2.0% | Reduced |
| WR Wealth Planners, LLC | 698 | $178.3K | 0.08% | +224+47.3% | Added |
| Buck Wealth Strategies, LLC | 700 | $178.8K | 0.09% | +700 | New |
| Avalon Trust Co | 703 | $179.6K | 0.02% | +703 | New |
| Brown, Lisle/Cummings, Inc. | 725 | $185.2K | 0.09% | 00.0% | Unchanged |