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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 1,839 | $469.8K | 0.09% | +970+111.6% | Added |
| Tilt Investment Management Holdings, PBC | 1,867 | $471.5K | 0.35% | +239+14.7% | Added |
| Wedmont Private Capital | 1,823 | $472.0K | 0.06% | −969−34.7% | Reduced |
| Perennial Investment Advisors, LLC | 1,902 | $485.9K | 0.09% | +94+5.2% | Added |
| Covenant Partners, LLC | 1,903 | $486.2K | 0.19% | +348+22.4% | Added |
| Richard W. Paul & Associates, LLC | 1,913 | $488.7K | 0.22% | +171+9.8% | Added |
| Forum Financial Management, LP | 1,927 | $492.3K | 0.01% | +36+1.9% | Added |
| Paul Damon & Associates, Inc. | 1,935 | $494.3K | 0.34% | −25−1.3% | Reduced |
| Strategy Asset Managers LLC | 1,939 | $495.4K | 0.12% | −106−5.2% | Reduced |
| Rowland & Co Investment Counsel | 1,939 | $495.4K | 0.12% | +590+43.7% | Added |
| Balentine LLC | 1,940 | $495.6K | 0.02% | +10+0.5% | Added |
| Ellevest, Inc. | 1,948 | $497.7K | 0.04% | −30−1.5% | Reduced |
| Connectus Wealth, LLC | 1,965 | $502.1K | 0.01% | +26+1.3% | Added |
| SeaCrest Wealth Management, LLC | 1,968 | $502.8K | 0.07% | −10−0.5% | Reduced |
| Financial Consulate, Inc | 1,968 | $502.8K | 0.18% | +40+2.1% | Added |
| Manchester Capital Management LLC | 1,973 | $504.0K | 0.07% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,992 | $508.9K | 0.39% | +78+4.1% | Added |
| Gryphon Financial Partners LLC | 1,995 | $509.7K | 0.12% | −92−4.4% | Reduced |
| Western Wealth Management, LLC | 2,004 | $512.0K | 0.05% | −829−29.3% | Reduced |
| Spears Abacus Advisors LLC | 2,010 | $513.5K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,912 | $514.1K | 0.01% | −1,092−36.4% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $522.2K | 0.49% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,049 | $523.5K | 0.10% | −444−17.8% | Reduced |
| First Citizens Bank & Trust Co | 2,050 | $523.7K | 0.01% | +79+4.0% | Added |
| Camden Capital, LLC | 2,056 | $525.2K | 0.08% | +156+8.2% | Added |
| Covenant Asset Management, LLC | 2,057 | $525.5K | 0.17% | +36+1.8% | Added |
| Waldron Private Wealth LLC | 2,060 | $526.3K | 0.03% | +65+3.3% | Added |
| Fukoku Mutual Life Insurance Co | 2,062 | $526.8K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment Corp | 2,062 | $527.0K | 0.05% | −84−3.9% | Reduced |
| Meridian Wealth Management, LLC | 2,074 | $529.8K | 0.05% | +262+14.5% | Added |
| Cannell Peter B & Co Inc | 2,075 | $530.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,999 | $531.0K | 0.01% | −887−30.7% | Reduced |
| International Assets Investment Management, LLC | 2,085 | $532.7K | 0.08% | +107+5.4% | Added |
| AtonRa Partners | 2,124 | $542.6K | 0.79% | −299−12.3% | Reduced |
| Alpha Family Trust | 2,125 | $542.9K | 0.43% | −215−9.2% | Reduced |
| Endurance Wealth Management, Inc. | 2,124 | $543.0K | 0.08% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,144 | $547.7K | 0.38% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,165 | $552.7K | 0.03% | −204−8.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,170 | $554.4K | 0.18% | +2,170 | New |
| Michael B. Yongue | 2,173 | $555.1K | 0.53% | −189−8.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $561.3K | 0.06% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,201 | $562.0K | 0.26% | +433+24.5% | Added |
| Legacy Wealth Management, LLC | 2,210 | $564.6K | 0.31% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,212 | $565.1K | 0.43% | +2,212 | New |
| J.W. Cole Advisors, Inc. | 2,219 | $566.9K | 0.04% | +49+2.3% | Added |
| Seven Eight Capital, LP | 2,223 | $567.9K | 0.12% | −1,293−36.8% | Reduced |
| Fulton Bank, N.A. | 2,226 | $568.7K | 0.03% | +222+11.1% | Added |
| Diligent Investors, LLC | 2,233 | $570.5K | 0.18% | −50−2.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,243 | $573.0K | 0.09% | +469+26.4% | Added |
| Bellecapital International Ltd. | 2,244 | $573.3K | 0.14% | +46+2.1% | Added |
| Insigneo Advisory Services, LLC | 2,252 | $574.5K | 0.18% | −32−1.4% | Reduced |
| EagleClaw Capital Managment, LLC | 2,250 | $574.8K | 0.14% | +300+15.4% | Added |
| M Holdings Securities, Inc. | 2,251 | $575.0K | 0.06% | −2,125−48.6% | Reduced |
| Summit Financial, LLC | 2,251 | $575.1K | 0.05% | +236+11.7% | Added |
| Ancora Advisors, LLC | 2,283 | $583.2K | 0.02% | −76−3.2% | Reduced |
| Pinnacle Associates Ltd | 2,283 | $583.2K | 0.01% | +286+14.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,300 | $588.0K | 0.38% | +2,300 | New |
| Avitas Wealth Management LLC | 2,302 | $588.1K | 0.12% | −66−2.8% | Reduced |
| Mirador Capital Partners LP | 2,312 | $590.6K | 0.14% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,321 | $592.9K | 0.09% | +15+0.7% | Added |
| Howard Capital Management Group, LLC | 2,336 | $596.8K | 0.06% | +49+2.1% | Added |
| Moseley Investment Management Inc | 2,353 | $601.1K | 0.39% | +260+12.4% | Added |
| Heritage Wealth Advisors | 2,361 | $603.2K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 2,367 | $604.7K | 0.02% | +275+13.1% | Added |
| We Are One Seven, LLC | 2,375 | $606.7K | 0.04% | +693+41.2% | Added |
| Mill Creek Capital Advisors, LLC | 2,378 | $607.5K | 0.02% | +699+41.6% | Added |
| Dana Investment Advisors, Inc. | 2,379 | $607.8K | 0.03% | −257−9.7% | Reduced |
| Concentric Capital Strategies, LP | 2,390 | $610.6K | 0.21% | +2,390 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,397 | $612.4K | 0.10% | −26−1.1% | Reduced |
| DFPG Investments, LLC | 2,401 | $613.4K | 0.07% | +1,555+183.8% | Added |
| BTC Capital Management, Inc. | 2,402 | $613.6K | 0.07% | −414−14.7% | Reduced |
| Old Mission Capital LLC | 2,407 | $614.9K | 0.02% | +2,407 | New |
| First United Bank Trust | 2,423 | $619.0K | 0.29% | +175+7.8% | Added |
| Argent Trust Co | 2,423 | $619.0K | 0.04% | +76+3.2% | Added |
| Clarkston Capital Partners, LLC | 2,445 | $624.6K | 0.01% | −500−17.0% | Reduced |
| Lord, Abbett & Co. LLC | 2,446 | $625.0K | 0.00% | −350,556−99.3% | Reduced |
| Allegheny Financial Group LTD | 2,448 | $625.4K | 0.25% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 2,453 | $626.7K | 0.01% | −278−10.2% | Reduced |
| Segall Bryant & Hamill, LLC | 2,460 | $628.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,484 | $634.6K | 0.18% | −137−5.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,486 | $635.1K | 0.06% | +196+8.6% | Added |
| Stone Run Capital, LLC | 2,502 | $639.2K | 0.31% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,516 | $642.8K | 0.09% | −212−7.8% | Reduced |
| Ritholtz Wealth Management | 2,520 | $643.8K | 0.03% | −106−4.0% | Reduced |
| Joel Isaacson & Co., LLC | 2,521 | $644.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,552 | $652.0K | 0.08% | +1,450+131.6% | Added |
| Virtue Capital Management, LLC | 2,218 | $654.2K | 0.11% | −330−13.0% | Reduced |
| Tiaa, FSB | 2,574 | $657.6K | 0.00% | +119+4.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,575 | $657.8K | 0.03% | −6−0.2% | Reduced |
| LaFleur & Godfrey LLC | 2,581 | $659.4K | 0.11% | −705−21.5% | Reduced |
| Ossiam | 2,583 | $659.9K | 0.01% | +360+16.2% | Added |
| Trust Co of Virginia | 2,590 | $661.7K | 0.07% | −45−1.7% | Reduced |
| Central Trust Co | 2,599 | $664.0K | 0.02% | +524+25.3% | Added |
| First National Trust Co | 2,603 | $665.0K | 0.04% | +199+8.3% | Added |
| Schrum Private Wealth Management LLC | 2,619 | $669.1K | 0.77% | −150−5.4% | Reduced |
| Marcum Wealth, LLC | 2,627 | $671.1K | 0.08% | +1,709+186.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,634 | $673.0K | 0.02% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,640 | $674.4K | 0.10% | +140+5.6% | Added |
| Circle Wealth Management, LLC | 2,641 | $674.7K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,650 | $677.0K | 0.13% | −76−2.8% | Reduced |