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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 1,361 | $347.7K | 0.00% | −20,815−93.9% | Reduced |
| Jump Financial, LLC | 1,369 | $349.7K | 0.01% | −297−17.8% | Reduced |
| LJI Wealth Management, LLC | 1,374 | $351.0K | 0.11% | −24−1.7% | Reduced |
| WFA of San Diego, LLC | 1,380 | $352.5K | 0.37% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,380 | $352.5K | 0.05% | +45+3.4% | Added |
| Colony Group LLC | 1,381 | $353.0K | 0.01% | −2,576−65.1% | Reduced |
| Clarus Group, Inc. | 1,385 | $353.8K | 0.33% | −15−1.1% | Reduced |
| Founders Financial Securities LLC | 1,393 | $355.9K | 0.05% | +79+6.0% | Added |
| Allstate Corp | 1,401 | $357.9K | 0.03% | −16,307−92.1% | Reduced |
| Integrated Advisors Network LLC | 1,411 | $360.5K | 0.02% | −133−8.6% | Reduced |
| Pegasus Partners Ltd. | 1,420 | $362.8K | 0.06% | −228−13.8% | Reduced |
| Matisse Capital | 1,423 | $363.5K | 0.23% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,424 | $363.8K | 0.01% | −540−27.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,427 | $364.6K | 0.01% | −375−20.8% | Reduced |
| Empower Advisory Group, LLC | 1,439 | $364.8K | 0.00% | +1,439 | New |
| Axxcess Wealth Management, LLC | 1,429 | $365.1K | 0.03% | −12−0.8% | Reduced |
| Moors & Cabot, Inc. | 1,434 | $366.3K | 0.03% | −885−38.2% | Reduced |
| Gilbert & Cook, Inc. | 1,436 | $366.9K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,440 | $367.9K | 0.04% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,440 | $367.9K | 0.37% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,443 | $368.6K | 0.02% | −3−0.2% | Reduced |
| Qtron Investments LLC | 1,444 | $368.9K | 0.08% | −2,541−63.8% | Reduced |
| Riverstone Advisors, LLC | 1,437 | $372.8K | 0.24% | +1,437 | New |
| Buckingham Strategic Partners | 1,459 | $372.9K | 0.02% | −103−6.6% | Reduced |
| D.B. Root & Company, LLC | 1,463 | $373.8K | 0.15% | −15−1.0% | Reduced |
| TFC Financial Management | 1,466 | $374.5K | 0.10% | +113+8.4% | Added |
| EFG Asset Management (Americas) Corp. | 1,472 | $376.1K | 0.09% | −5,321−78.3% | Reduced |
| Proficio Capital Partners LLC | 1,478 | $377.6K | 0.06% | +57+4.0% | Added |
| EMC Capital Management | 1,500 | $378.0K | 0.32% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,481 | $378.4K | 0.28% | +34+2.3% | Added |
| Clear Creek Financial Management, LLC | 1,483 | $378.9K | 0.07% | +356+31.6% | Added |
| TSFG, LLC | 1,490 | $381.0K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,494 | $381.7K | 0.03% | −2,809−65.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,494 | $381.7K | 0.18% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,496 | $382.2K | 0.02% | +1,496 | New |
| Harvest Fund Management Co., Ltd | 1,500 | $383.0K | 0.08% | +114+8.2% | Added |
| Cullinan Associates Inc | 1,500 | $383.2K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,500 | $383.2K | 0.28% | +550+57.9% | Added |
| Versor Investments LP | 1,500 | $383.2K | 0.05% | +1,500 | New |
| Midwest Professional Planners, LTD. | 1,515 | $387.0K | 0.19% | +112+8.0% | Added |
| Asset Management Corp | 1,520 | $388.3K | 0.30% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,523 | $389.1K | 0.04% | +104+7.3% | Added |
| Crestwood Advisors Group LLC | 1,523 | $389.1K | 0.01% | −38−2.4% | Reduced |
| Caldwell Trust Co | 1,524 | $389.3K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 1,524 | $389.3K | 0.21% | +5+0.3% | Added |
| Chicago Trust Co NA | 1,525 | $389.6K | 0.10% | −45−2.9% | Reduced |
| First Business Financial Services, Inc. | 1,533 | $391.6K | 0.05% | +114+8.0% | Added |
| Investmark Advisory Group LLC | 1,536 | $392.4K | 0.29% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 1,550 | $396.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,562 | $399.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 1,569 | $400.8K | 0.10% | 00.0% | Unchanged |
| Windsor Group LTD | 1,550 | $401.0K | 0.08% | −74−4.6% | Reduced |
| CX Institutional | 1,583 | $402.3K | 0.02% | −80−4.8% | Reduced |
| Jefferies Financial Group Inc. | 1,578 | $403.1K | 0.01% | +1,578 | New |
| Arden Trust Co | 1,580 | $404.0K | 0.07% | +84+5.6% | Added |
| Boulder Hill Capital Management LP | 1,600 | $408.8K | 0.33% | +1,600 | New |
| Global Retirement Partners, LLC | 1,353 | $412.7K | 0.02% | +29+2.2% | Added |
| Modera Wealth Management, LLC | 1,623 | $414.6K | 0.02% | +20+1.2% | Added |
| Waterloo Capital, L.P. | 1,633 | $417.2K | 0.13% | +1,633 | New |
| Quantitative Investment Management, LLC | 1,650 | $421.0K | 0.09% | +1,650 | New |
| SPC Financial, Inc. | 1,650 | $421.5K | 0.05% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 1,653 | $422.3K | 0.00% | +1,653 | New |
| Fulton Breakefield Broenniman LLC | 1,654 | $422.5K | 0.04% | −43−2.5% | Reduced |
| Davis R M Inc | 1,654 | $423.0K | 0.01% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,655 | $423.0K | 0.02% | +2+0.1% | Added |
| Ameritas Advisory Services, LLC | 1,540 | $426.4K | 0.02% | −763−33.1% | Reduced |
| First Heartland Consultants, Inc. | 1,670 | $426.6K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,676 | $428.2K | 0.03% | +54+3.3% | Added |
| Arete Wealth Advisors, LLC | 1,684 | $430.0K | 0.04% | +409+32.1% | Added |
| Biltmore Family Office, LLC | 1,693 | $432.5K | 0.09% | −18−1.1% | Reduced |
| MQS Management LLC | 1,698 | $433.8K | 0.28% | +1,698 | New |
| Mizuho Securities Co. Ltd. | 1,700 | $434.3K | 1.35% | +590+53.2% | Added |
| Focus Financial Network, Inc. | 1,715 | $438.2K | 0.03% | +3+0.2% | Added |
| Eqis Capital Management, Inc. | 1,716 | $438.3K | 0.05% | −38−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $438.9K | 0.03% | +21+1.2% | Added |
| Green Alpha Advisors, LLC | 1,723 | $440.2K | 0.31% | −56−3.1% | Reduced |
| Blue Square Asset Management, LLC | 1,726 | $440.9K | 0.29% | +1,726 | New |
| RB Capital Management, LLC | 1,731 | $442.2K | 0.14% | −77−4.3% | Reduced |
| Equitable Trust Co | 1,735 | $443.2K | 0.03% | −43−2.4% | Reduced |
| Park National Corp | 1,750 | $447.1K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,751 | $447.3K | 0.07% | +9+0.5% | Added |
| Missouri Trust & Investment Co | 1,755 | $448.4K | 0.29% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,494 | $448.9K | 0.04% | −51−3.3% | Reduced |
| Credential Qtrade Securities Inc. | 1,762 | $450.1K | 0.03% | +112+6.8% | Added |
| Winton Group Ltd | 1,765 | $450.9K | 0.03% | +928+110.9% | Added |
| Monetary Management Group Inc | 1,770 | $452.2K | 0.13% | +1,770 | New |
| Pine Haven Investment Counsel, Inc | 1,775 | $453.5K | 0.48% | +25+1.4% | Added |
| Guardian Wealth Advisors, LLC | 1,784 | $455.8K | 0.08% | −252−12.4% | Reduced |
| Private Portfolio Partners LLC | 1,784 | $455.8K | 0.12% | −225−11.2% | Reduced |
| Ballentine Partners, LLC | 1,788 | $456.8K | 0.01% | +5+0.3% | Added |
| Hillsdale Investment Management Inc. | 1,795 | $458.6K | 0.04% | +1,795 | New |
| Navalign, LLC | 1,800 | $459.8K | 0.19% | 00.0% | Unchanged |
| Heritage Trust Co | 1,801 | $460.1K | 0.07% | −438−19.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,810 | $462.4K | 0.01% | −5,243−74.3% | Reduced |
| Wealth Architects, LLC | 1,814 | $463.4K | 0.08% | +8+0.4% | Added |
| SFE Investment Counsel | 1,540 | $463.9K | 0.14% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,825 | $466.2K | 0.05% | −84−4.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,531 | $466.8K | 0.20% | +1,531 | New |
| Values First Advisors, Inc. | 1,833 | $468.2K | 0.30% | −472−20.5% | Reduced |
| PFG Investments, LLC | 1,835 | $468.8K | 0.10% | +1,835 | New |