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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 1,004 | $256.5K | 0.03% | −29−2.8% | Reduced |
| Parcion Private Wealth LLC | 1,004 | $256.5K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 1,006 | $257.0K | 0.04% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,009 | $257.8K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,012 | $258.5K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 1,012 | $258.5K | 0.07% | +41+4.2% | Added |
| Synergy Financial Group, LTD | 1,014 | $259.0K | 0.42% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,024 | $261.5K | 0.03% | −57−5.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $262.9K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,035 | $264.4K | 0.09% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 1,037 | $264.9K | 0.01% | −1,593−60.6% | Reduced |
| BSW Wealth Partners | 1,038 | $265.2K | 0.05% | −217−17.3% | Reduced |
| Olistico Wealth, LLC | 1,045 | $267.0K | 0.26% | 00.0% | Unchanged |
| First Manhattan Co | 1,046 | $267.2K | 0.00% | −17−1.6% | Reduced |
| Lindbrook Capital, LLC | 1,046 | $267.2K | 0.03% | +17+1.7% | Added |
| GraniteShares Advisors LLC | 1,047 | $267.5K | 0.24% | −72−6.4% | Reduced |
| PDS Planning, Inc | 1,047 | $267.5K | 0.04% | +261+33.2% | Added |
| Eudaimonia Partners, LLC | 1,047 | $267.5K | 0.06% | +3+0.3% | Added |
| Mayflower Financial Advisors, LLC | 1,055 | $269.5K | 0.04% | +29+2.8% | Added |
| Keel Point, LLC | 1,057 | $270.0K | 0.04% | −19−1.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,057 | $270.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,060 | $270.8K | 0.15% | +837+375.3% | Added |
| Tradition Wealth Management, LLC | 1,060 | $271.0K | 0.03% | +9+0.9% | Added |
| Advisors Capital Management, LLC | 1,060 | $271.0K | 0.01% | +26+2.5% | Added |
| Everhart Financial Group, Inc. | 1,061 | $271.1K | 0.12% | −128−10.8% | Reduced |
| UMA Financial Services, Inc. | 909 | $271.4K | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,064 | $271.8K | 0.00% | +1,064 | New |
| Mather Group, LLC. | 1,065 | $272.1K | 0.00% | −48−4.3% | Reduced |
| Sittner & Nelson, LLC | 1,068 | $272.8K | 0.16% | −401−27.3% | Reduced |
| David Loasby | 1,065 | $273.6K | 0.03% | +194+22.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $274.0K | 0.11% | −95−7.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,074 | $274.4K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,077 | $275.1K | 0.07% | +994+1,197.6% | Added |
| Quadrant Private Wealth Management, LLC | 1,080 | $275.9K | 0.09% | −1−0.1% | Reduced |
| Private Wealth Advisors | 1,086 | $277.4K | 0.12% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,091 | $278.7K | 0.13% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,092 | $279.0K | 0.07% | −111−9.2% | Reduced |
| Aries Wealth Management | 1,094 | $279.5K | 0.11% | −57−5.0% | Reduced |
| Pictet North America Advisors SA | 1,096 | $280.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,100 | $280.2K | 0.11% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,107 | $282.8K | 0.12% | +70+6.8% | Added |
| Personal Cfo Solutions, LLC | 1,112 | $284.1K | 0.06% | +21+1.9% | Added |
| TRUE Private Wealth Advisors | 1,115 | $284.8K | 0.04% | −9−0.8% | Reduced |
| Stokes Family Office, LLC | 1,116 | $285.1K | 0.04% | −814−42.2% | Reduced |
| Great Diamond Partners, LLC | 1,116 | $285.1K | 0.08% | −103−8.4% | Reduced |
| Financial Engines Advisors L.L.C. | 1,123 | $286.9K | 0.00% | −77−6.4% | Reduced |
| Ellerson Group Inc | 1,125 | $287.4K | 0.31% | −645−36.4% | Reduced |
| Norris Perne & French LLP | 1,125 | $287.4K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,125 | $287.4K | 0.03% | +42+3.9% | Added |
| Triangle Securities Wealth Management | 1,130 | $288.7K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,133 | $289.4K | 0.02% | −1,933−63.0% | Reduced |
| High Pines Wealth Management, LLC | 1,137 | $290.5K | 0.48% | +6+0.5% | Added |
| Vigilare Wealth Management | 1,149 | $293.5K | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,151 | $294.0K | 0.03% | +80+7.5% | Added |
| Rossmore Private Capital | 1,155 | $295.1K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,168 | $298.4K | 0.18% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,172 | $299.4K | 0.05% | +1,172 | New |
| Hall Laurie J Trustee | 1,175 | $300.0K | 0.13% | −75−6.0% | Reduced |
| Graham Capital Management, L.P. | 1,188 | $303.5K | 0.01% | −7,863−86.9% | Reduced |
| AdvisorNet Financial, Inc | 1,193 | $304.8K | 0.03% | +192+19.2% | Added |
| Ergoteles LLC | 1,195 | $305.3K | 0.01% | −61,482−98.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,198 | $306.0K | 0.00% | +1,198 | New |
| Wealth Management Associates, Inc. | 1,199 | $306.3K | 0.19% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,200 | $306.6K | 0.03% | −832−40.9% | Reduced |
| Jackson Square Capital, LLC | 1,200 | $306.6K | 0.14% | −229−16.0% | Reduced |
| Gateway Wealth Partners, LLC | 1,201 | $306.8K | 0.05% | +153+14.6% | Added |
| Ropes Wealth Advisors LLC | 1,216 | $310.7K | 0.06% | +6+0.5% | Added |
| Apriem Advisors | 1,217 | $310.9K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,167 | $311.1K | 0.28% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,220 | $311.7K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,221 | $311.9K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,222 | $312.2K | 0.06% | +251+25.8% | Added |
| Adviser Investments LLC | 1,227 | $313.5K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,229 | $314.0K | 0.05% | −944−43.4% | Reduced |
| Nations Financial Group Inc, | 1,230 | $314.2K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,238 | $316.3K | 0.04% | +1,238 | New |
| Laidlaw Wealth Management LLC | 1,242 | $317.3K | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 1,247 | $318.6K | 0.03% | −438−26.0% | Reduced |
| Planning Center, Inc. | 1,200 | $319.9K | 0.09% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,255 | $320.6K | 0.04% | −45−3.5% | Reduced |
| Geller Advisors LLC | 1,255 | $320.6K | 0.05% | +125+11.1% | Added |
| Mitchell Sinkler & Starr | 1,292 | $330.1K | 0.10% | −76−5.6% | Reduced |
| KG&L Capital Management,LLC | 1,293 | $330.3K | 0.17% | −112−8.0% | Reduced |
| Cantor Fitzgerald, L. P. | 1,300 | $332.1K | 0.01% | +1,300 | New |
| HCR Wealth Advisors | 1,309 | $334.4K | 0.07% | −57−4.2% | Reduced |
| Parsons Capital Management Inc | 1,314 | $335.7K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,319 | $337.0K | 0.14% | +7+0.5% | Added |
| Sowell Financial Services LLC | 1,321 | $337.0K | 0.03% | +1,321 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,320 | $337.2K | 0.03% | −39−2.9% | Reduced |
| Centiva Capital, LP | 1,321 | $337.5K | 0.02% | −6,643−83.4% | Reduced |
| Elevated Capital Advisors, LLC | 1,325 | $338.5K | 0.12% | +55+4.3% | Added |
| Symmetry Partners, LLC | 1,332 | $340.0K | 0.02% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,332 | $340.2K | 0.27% | +230+20.9% | Added |
| AMG National Trust Bank | 1,333 | $340.5K | 0.01% | +174+15.0% | Added |
| SRS Capital Advisors, Inc. | 1,334 | $340.8K | 0.05% | −334−20.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,335 | $341.1K | 0.05% | +91+7.3% | Added |
| Bailard, Inc. | 1,346 | $343.9K | 0.01% | −3,680−73.2% | Reduced |
| Quantamental Technologies LLC | 1,352 | $345.4K | 0.19% | +1,352 | New |
| Level Four Advisory Services, LLC | 1,357 | $346.7K | 0.02% | +39+3.0% | Added |
| Financial Management Professionals, Inc. | 1,360 | $347.0K | 0.07% | +16+1.2% | Added |