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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 732 | $187.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 735 | $187.8K | 0.02% | −2−0.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 738 | $188.5K | 0.15% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 740 | $189.0K | 0.01% | +1+0.1% | Added |
| Massmutual Trust Co FSB | 747 | $190.8K | 0.01% | +157+26.6% | Added |
| GPS Wealth Strategies Group, LLC | 766 | $195.7K | 0.04% | +766 | New |
| Middleton & Co Inc | 783 | $200.0K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 789 | $201.6K | 0.08% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 789 | $201.6K | 0.03% | +789 | New |
| First National Bank of Omaha | 791 | $202.1K | 0.01% | +18+2.3% | Added |
| V-Square Quantitative Management LLC | 793 | $202.6K | 0.19% | +793 | New |
| Paradigm Asset Management Co LLC | 800 | $204.4K | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $204.4K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 800 | $204.4K | 0.00% | +800 | New |
| ProVise Management Group, LLC | 801 | $204.6K | 0.02% | −6−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 801 | $204.6K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 803 | $205.1K | 0.01% | +450+127.5% | Added |
| Financial Insights, Inc. | 807 | $206.2K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 911 | $208.2K | 0.08% | −915−50.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 822 | $210.0K | 0.07% | 00.0% | Unchanged |
| Renasant Bank | 823 | $210.3K | 0.16% | −275−25.0% | Reduced |
| CWA Asset Management Group, LLC | 824 | $210.5K | 0.02% | +824 | New |
| Blue Fin Capital, Inc. | 699 | $211.9K | 0.07% | +699 | New |
| Investment Partners, Ltd. | 830 | $212.0K | 0.11% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 831 | $212.3K | 0.00% | −28−3.3% | Reduced |
| Verus Capital Partners, LLC | 832 | $212.6K | 0.03% | +50+6.4% | Added |
| Martingale Asset Management L P | 836 | $213.6K | 0.00% | +836 | New |
| L2 Asset Management, LLC | 837 | $213.8K | 0.13% | +36+4.5% | Added |
| Tufton Capital Management | 840 | $214.6K | 0.05% | +20+2.4% | Added |
| Ulland Investment Advisors, LLC | 846 | $216.0K | 0.25% | −10−1.2% | Reduced |
| Bank Hapoalim BM | 847 | $216.0K | 0.03% | +847 | New |
| Financial Advisory Service, Inc. | 848 | $216.6K | 0.02% | +848 | New |
| Harbour Investments, Inc. | 849 | $216.9K | 0.01% | +55+6.9% | Added |
| First Affirmative Financial Network | 851 | $217.3K | 0.25% | +7+0.8% | Added |
| TrinityPoint Wealth, LLC | 854 | $218.2K | 0.05% | −498−36.8% | Reduced |
| Strategic Financial Concepts, LLC | 857 | $218.9K | 0.09% | +857 | New |
| Evercore Wealth Management, LLC | 861 | $220.0K | 0.00% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 864 | $220.7K | 0.14% | 00.0% | Unchanged |
| Channel Wealth LLC | 864 | $220.7K | 0.14% | +864 | New |
| United Capital Management of KS, Inc. | 874 | $223.3K | 0.08% | −8−0.9% | Reduced |
| Quent Capital, LLC | 876 | $223.7K | 0.04% | −12−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 876 | $223.8K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 878 | $224.3K | 0.04% | +83+10.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 893 | $224.4K | 0.06% | −167−15.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 881 | $225.1K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 886 | $226.3K | 0.01% | +27+3.1% | Added |
| LVW Advisors, LLC | 894 | $228.4K | 0.05% | +6+0.7% | Added |
| Edge Capital Group, LLC | 900 | $229.9K | 0.01% | −1,602−64.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 900 | $229.9K | 0.08% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $229.9K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 900 | $229.9K | 0.25% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $229.9K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $229.9K | 0.23% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 901 | $230.2K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 904 | $230.9K | 0.07% | +119+15.2% | Added |
| Capital Financial Planning, LLC | 909 | $232.2K | 0.09% | 00.0% | Unchanged |
| True North Advisors, LLC | 911 | $232.6K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 912 | $233.0K | 0.06% | +6+0.7% | Added |
| M&G Investment Management Ltd | 914 | $233.1K | 0.00% | +89+10.8% | Added |
| Finer Wealth Management, Inc. | 915 | $233.8K | 0.20% | −4−0.4% | Reduced |
| WealthPLAN Partners, LLC | 920 | $235.0K | 0.03% | −1,253−57.7% | Reduced |
| Granite Investment Partners, LLC | 922 | $235.5K | 0.01% | −24,838−96.4% | Reduced |
| Northwest Wealth Management, LLC | 922 | $235.5K | 0.09% | +922 | New |
| Greytown Advisors Inc. | 929 | $237.3K | 0.12% | −3−0.3% | Reduced |
| Goodman Financial Corp | 930 | $237.6K | 0.07% | +930 | New |
| Avion Wealth | 904 | $239.0K | 0.07% | +4+0.4% | Added |
| TCI Wealth Advisors, Inc. | 938 | $239.6K | 0.03% | −36−3.7% | Reduced |
| 44 Wealth Management LLC | 939 | $239.9K | 0.08% | +10+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 945 | $241.4K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 945 | $241.4K | 0.05% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 946 | $241.7K | 0.01% | −6−0.6% | Reduced |
| Acropolis Investment Management, LLC | 948 | $242.2K | 0.02% | −1−0.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 950 | $242.7K | 0.08% | −75−7.3% | Reduced |
| Gsa Capital Partners LLP | 950 | $243.0K | 0.02% | +950 | New |
| Kingsview Wealth Management, LLC | 952 | $243.2K | 0.01% | +155+19.4% | Added |
| Kavar Capital Partners Group, LLC | 955 | $244.0K | 0.05% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 957 | $244.5K | 0.03% | +18+1.9% | Added |
| Guyasuta Investment Advisors Inc | 963 | $246.0K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 964 | $246.2K | 0.07% | +33+3.5% | Added |
| Inspire Advisors, LLC | 969 | $247.6K | 0.06% | +39+4.2% | Added |
| LexAurum Advisors, LLC | 970 | $247.8K | 0.08% | +3+0.3% | Added |
| McKinley Carter Wealth Services, Inc. | 972 | $248.3K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 974 | $248.8K | 0.09% | −10−1.0% | Reduced |
| Dearborn Partners LLC | 976 | $249.3K | 0.01% | −25−2.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 977 | $249.6K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 836 | $249.7K | 0.04% | +836 | New |
| Baron Silver Stevens Financial Advisors, LLC | 981 | $250.6K | 0.07% | +72+7.9% | Added |
| WMS Partners, LLC | 981 | $250.6K | 0.02% | −116−10.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 982 | $250.8K | 0.02% | +33+3.5% | Added |
| 9258 Wealth Management, LLC | 982 | $250.9K | 0.05% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $252.9K | 0.11% | 00.0% | Unchanged |
| Wade G W & Inc | 989 | $253.0K | 0.01% | −160−13.9% | Reduced |
| Kovack Advisors, Inc. | 994 | $253.9K | 0.03% | +27+2.8% | Added |
| IVC Wealth Advisors LLC | 995 | $254.2K | 0.18% | −105−9.5% | Reduced |
| Lake Street Financial LLC | 998 | $255.0K | 0.05% | −433−30.3% | Reduced |
| Resources Management Corp | 1,530 | $255.0K | 0.05% | −70−4.4% | Reduced |
| Westwood Management Corp | 1,000 | $255.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $255.5K | 0.15% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,000 | $255.5K | 0.07% | +1,000 | New |
| Accredited Investors Inc. | 1,003 | $256.2K | 0.02% | 00.0% | Unchanged |