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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 2,659 | $679.3K | 0.06% | +782+41.7% | Added |
| Flagship Harbor Advisors, LLC | 2,662 | $680.1K | 0.06% | −661−19.9% | Reduced |
| Engineers Gate Manager LP | 2,685 | $685.9K | 0.03% | +2,685 | New |
| Scotia Capital Inc. | 2,689 | $687.0K | 0.01% | −337−11.1% | Reduced |
| Wambolt & Associates, LLC | 2,711 | $687.3K | 0.24% | −71−2.6% | Reduced |
| Hollencrest Capital Management | 2,706 | $691.3K | 0.07% | −2,500−48.0% | Reduced |
| KCM Investment Advisors LLC | 2,707 | $691.6K | 0.03% | −138−4.9% | Reduced |
| Columbia Trust Co 01012016 | 2,722 | $695.4K | 0.40% | −317−10.4% | Reduced |
| Voya Financial Advisors, Inc. | 2,780 | $698.6K | 0.09% | −132−4.5% | Reduced |
| Avestar Capital, LLC | 2,741 | $700.2K | 0.14% | −79−2.8% | Reduced |
| Sunbelt Securities, Inc. | 2,787 | $700.4K | 0.11% | +97+3.6% | Added |
| MUFG Securities EMEA plc | 2,746 | $702.0K | 0.01% | −505−15.5% | Reduced |
| OneAscent Wealth Management LLC | 2,753 | $703.0K | 0.27% | +39+1.4% | Added |
| Kula Investments, LLC | 2,771 | $707.9K | 0.17% | +2,771 | New |
| Atlas Wealth Partners, LLC | 2,400 | $708.0K | 4.93% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,791 | $713.0K | 0.10% | −123−4.2% | Reduced |
| Essex Financial Services, Inc. | 2,796 | $714.3K | 0.08% | +229+8.9% | Added |
| Anchor Investment Management, LLC | 2,813 | $718.6K | 0.10% | +204+7.8% | Added |
| Maven Securities LTD | 2,834 | $724.0K | 0.11% | +1,745+160.2% | Added |
| Smith, Salley & Associates | 2,853 | $728.8K | 0.06% | −180−5.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,865 | $731.9K | 0.10% | −51−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,870 | $733.2K | 0.40% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,899 | $741.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,901 | $741.1K | 0.03% | −93−3.1% | Reduced |
| Conning Inc. | 2,910 | $743.4K | 0.02% | −386−11.7% | Reduced |
| Private Wealth Partners, LLC | 2,910 | $743.4K | 0.07% | +2,910 | New |
| Checchi Capital Advisers, LLC | 2,917 | $745.2K | 0.07% | −76−2.5% | Reduced |
| Insight Inv LLC | 2,920 | $746.0K | 0.80% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,948 | $753.1K | 0.01% | +459+18.4% | Added |
| China Universal Asset Management Co., Ltd. | 2,983 | $762.1K | 0.26% | −6,612−68.9% | Reduced |
| Albion Financial Group | 3,015 | $770.2K | 0.07% | −27−0.9% | Reduced |
| Quadrant Capital Group LLC | 3,026 | $773.1K | 0.08% | −209−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,067 | $784.0K | 0.02% | +1,579+106.1% | Added |
| Centennial Bank | 3,079 | $786.6K | 0.51% | −1,253−28.9% | Reduced |
| Liberty One Investment Management, LLC | 3,097 | $791.2K | 0.11% | −13−0.4% | Reduced |
| Merit Financial Group, LLC | 3,097 | $791.2K | 0.03% | +445+16.8% | Added |
| Ostrum Asset Management | 3,119 | $796.8K | 0.07% | +3,119 | New |
| Country Club Bank | 3,223 | $809.9K | 0.07% | +268+9.1% | Added |
| Proequities, Inc. | 3,173 | $810.6K | 0.06% | −39−1.2% | Reduced |
| Verdence Capital Advisors LLC | 3,184 | $813.4K | 0.10% | −66−2.0% | Reduced |
| Venture Visionary Partners LLC | 3,190 | $814.9K | 0.05% | +175+5.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,250 | $816.7K | 0.47% | +950+41.3% | Added |
| Kestra Private Wealth Services, LLC | 3,197 | $816.7K | 0.03% | +365+12.9% | Added |
| Segment Wealth Management, LLC | 3,205 | $818.8K | 0.09% | 00.0% | Unchanged |
| Field & Main Bank | 3,229 | $824.9K | 0.49% | +171+5.6% | Added |
| World Equity Group, Inc. | 40,552 | $830.4K | 0.14% | +40,552 | New |
| Wealth Alliance | 3,258 | $832.3K | 0.13% | −41−1.2% | Reduced |
| Clarius Group, LLC | 3,264 | $833.9K | 0.07% | −170−5.0% | Reduced |
| Ascent Group, LLC | 3,270 | $835.4K | 0.09% | +1,865+132.7% | Added |
| ICA Group Wealth Management, LLC | 3,288 | $840.0K | 0.20% | −51−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,298 | $842.5K | 0.02% | −625−15.9% | Reduced |
| Bartlett & Co. LLC | 3,298 | $843.0K | 0.02% | −625−15.9% | Reduced |
| Horizon Investments, LLC | 3,349 | $855.6K | 0.03% | +355+11.9% | Added |
| Summit Trail Advisors, LLC | 3,371 | $861.2K | 0.03% | +903+36.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,375 | $862.2K | 0.04% | +175+5.5% | Added |
| Strategic Blueprint, LLC | 3,376 | $862.5K | 0.09% | +90+2.7% | Added |
| HB Wealth Management, LLC | 3,394 | $867.1K | 0.02% | +53+1.6% | Added |
| Dakota Wealth Management | 3,423 | $874.5K | 0.06% | +255+8.0% | Added |
| SWS Partners | 3,458 | $883.5K | 0.33% | +3,458 | New |
| SYSTM Wealth Solutions LLC | 3,462 | $884.4K | 0.14% | +1,482+74.8% | Added |
| Change Path, LLC | 3,487 | $890.0K | 0.04% | −1,245−26.3% | Reduced |
| Brandywine Managers, LLC | 3,495 | $892.9K | 0.63% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 3,500 | $894.1K | 0.12% | +1,500+75.0% | Added |
| Belpointe Asset Management LLC | 3,509 | $896.4K | 0.05% | +564+19.2% | Added |
| Security Asset Management | 3,525 | $900.5K | 0.53% | +185+5.5% | Added |
| JGP Global Gestao de Recursos Ltda. | 12,479 | $901.9K | 1.01% | +9,797+365.3% | Added |
| Doliver Advisors, LP | 3,542 | $904.9K | 0.28% | −615−14.8% | Reduced |
| FDx Advisors, Inc. | 3,428 | $910.0K | 0.04% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,581 | $914.8K | 0.74% | +17+0.5% | Added |
| 180 Wealth Advisors, LLC | 3,607 | $921.5K | 0.21% | +71+2.0% | Added |
| Bryn Mawr Trust Co | 3,616 | $923.0K | 0.04% | −287−7.4% | Reduced |
| Bedel Financial Consulting, Inc. | 3,616 | $923.8K | 0.22% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,621 | $925.1K | 0.03% | −114−3.1% | Reduced |
| GM Advisory Group, Inc. | 3,621 | $925.1K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,679 | $939.9K | 0.13% | +2,675+266.4% | Added |
| Institutional & Family Asset Management, LLC | 3,707 | $947.0K | 0.16% | −9−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,158 | $948.9K | 0.06% | +423+15.5% | Added |
| Iyo Bank, Ltd. | 3,720 | $950.0K | 0.56% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,727 | $952.1K | 0.04% | +27+0.7% | Added |
| Alamar Capital Management, LLC | 3,741 | $955.7K | 0.80% | +11+0.3% | Added |
| Westmount Partners, LLC | 3,759 | $960.3K | 0.44% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,771 | $963.4K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 3,775 | $964.4K | 0.02% | −528−12.3% | Reduced |
| Hodges Capital Management Inc. | 4,855 | $988.0K | 0.08% | +3,388+230.9% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $994.0K | 0.27% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,905 | $997.6K | 0.05% | −1,490−27.6% | Reduced |
| CNB Bank | 3,911 | $999.1K | 0.61% | +440+12.7% | Added |
| Clear Harbor Asset Management, LLC | 3,918 | $1.00M | 0.10% | +3,918 | New |
| STF Management LP | 3,924 | $1.00M | 0.68% | +1,560+66.0% | Added |
| Trust Asset Management LLC | 4,051 | $1.03M | 0.12% | +19+0.5% | Added |
| McRae Capital Management Inc | 4,065 | $1.04M | 0.30% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,071 | $1.04M | 0.08% | +61+1.5% | Added |
| Leonteq Securities AG | 4,108 | $1.05M | 0.10% | −409−9.1% | Reduced |
| Umb Bank N A | 4,109 | $1.05M | 0.02% | −1,585−27.8% | Reduced |
| Malaga Cove Capital, LLC | 4,129 | $1.05M | 0.52% | +20.0% | Added |
| Hemington Wealth Management | 4,144 | $1.06M | 0.43% | +4,144 | New |
| GWM Advisors LLC | 4,004 | $1.07M | 0.01% | −878−18.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,199 | $1.07M | 0.01% | +159+3.9% | Added |
| RMR Wealth Builders | 4,202 | $1.07M | 0.20% | +23+0.6% | Added |
| E Fund Management Co., Ltd. | 4,203 | $1.07M | 0.08% | −237−5.3% | Reduced |