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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 4,227 | $1.08M | 0.60% | +265+6.7% | Added |
| Fort Washington Investment Advisors Inc | 4,231 | $1.08M | 0.01% | +236+5.9% | Added |
| Two Sigma Securities, LLC | 4,232 | $1.08M | 0.09% | +1,877+79.7% | Added |
| Fund Management at Engine No. 1 LLC | 4,250 | $1.09M | 0.22% | +359+9.2% | Added |
| WoodTrust Financial Corp | 4,260 | $1.09M | 0.21% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,261 | $1.09M | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,277 | $1.09M | 0.22% | −90−2.1% | Reduced |
| Cetera Advisors LLC | 4,343 | $1.11M | 0.02% | +3+0.1% | Added |
| Howland Capital Management LLC | 4,343 | $1.11M | 0.07% | +18+0.4% | Added |
| Lincoln National Corp | 4,425 | $1.13M | 0.02% | −69−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 4,425 | $1.13M | 0.13% | +4,393+13,728.1% | Added |
| Sentry Investment Management LLC | 4,450 | $1.14M | 0.47% | +1,937+77.1% | Added |
| Conway Capital Management, Inc. | 4,474 | $1.14M | 0.94% | −175−3.8% | Reduced |
| Alhambra Investment Partners LLC | 4,500 | $1.15M | 0.79% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,582 | $1.17M | 0.17% | −331−6.7% | Reduced |
| Strategic Wealth Designers | 4,614 | $1.18M | 0.22% | +3,129+210.7% | Added |
| XTX Topco Ltd | 4,652 | $1.19M | 0.25% | +3,125+204.6% | Added |
| Freestone Capital Holdings, LLC | 4,656 | $1.19M | 0.05% | −16−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 4,667 | $1.19M | 0.11% | +324+7.5% | Added |
| FineMark National Bank & Trust | 4,686 | $1.20M | 0.05% | −91−1.9% | Reduced |
| Perigon Wealth Management, LLC | 4,692 | $1.20M | 0.07% | −449−8.7% | Reduced |
| Trust Co of Vermont | 4,742 | $1.21M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,742 | $1.21M | 0.07% | +3,654+335.8% | Added |
| Algert Global LLC | 4,771 | $1.22M | 0.06% | −488−9.3% | Reduced |
| Capital Asset Advisory Services LLC | 4,774 | $1.22M | 0.09% | +190+4.1% | Added |
| Berger Financial Group, Inc | 4,843 | $1.24M | 0.15% | −77−1.6% | Reduced |
| Accurate Wealth Management, LLC | 4,796 | $1.24M | 0.43% | +83+1.8% | Added |
| Alerus Financial NA | 4,879 | $1.25M | 0.11% | −18,124−78.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,881 | $1.25M | 0.37% | +82+1.7% | Added |
| Texas Yale Capital Corp. | 4,899 | $1.25M | 0.06% | −270−5.2% | Reduced |
| South Dakota Investment Council | 4,900 | $1.25M | 0.03% | +4,900 | New |
| La Financiere de L'Echiquier | 4,910 | $1.25M | 0.07% | −626−11.3% | Reduced |
| PAX Financial Group, LLC | 4,916 | $1.26M | 0.30% | −5−0.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.26M | 0.64% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 5,000 | $1.28M | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 5,000 | $1.28M | 0.88% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 5,004 | $1.28M | 0.04% | −362−6.7% | Reduced |
| Stiles Financial Services Inc | 5,040 | $1.29M | 0.69% | −18−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,043 | $1.29M | 0.09% | −521−9.4% | Reduced |
| Altfest L J & Co Inc | 5,055 | $1.29M | 0.20% | −1,088−17.7% | Reduced |
| Alps Advisors Inc | 5,116 | $1.31M | 0.01% | +926+22.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,138 | $1.31M | 0.15% | +374+7.9% | Added |
| Northern Oak Wealth Management Inc | 5,142 | $1.31M | 0.16% | +5,142 | New |
| Verition Fund Management LLC | 5,175 | $1.32M | 0.02% | +2,174+72.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 5,295 | $1.35M | 0.02% | +2,460+86.8% | Added |
| Sepio Capital, LP | 5,330 | $1.36M | 0.13% | −540−9.2% | Reduced |
| Spire Wealth Management | 5,333 | $1.36M | 0.05% | −265−4.7% | Reduced |
| Whitener Capital Management, Inc. | 5,339 | $1.36M | 0.57% | −30−0.6% | Reduced |
| TownSquare Capital, LLC | 5,355 | $1.37M | 0.03% | +1,537+40.3% | Added |
| Stratos Wealth Advisors, LLC | 5,373 | $1.37M | 0.11% | +103+2.0% | Added |
| Canandaigua National Bank & Trust Co | 5,390 | $1.38M | 0.23% | +5,390 | New |
| Redmond Asset Management, LLC | 5,442 | $1.39M | 0.48% | −94−1.7% | Reduced |
| Prospera Financial Services Inc | 5,452 | $1.39M | 0.06% | −887−14.0% | Reduced |
| Dynamic Advisor Solutions LLC | 5,461 | $1.39M | 0.08% | +2,874+111.1% | Added |
| Meeder Advisory Services, Inc. | 5,476 | $1.40M | 0.16% | +63+1.2% | Added |
| Phoenix Holdings Ltd. | 5,520 | $1.41M | 0.03% | −343−5.9% | Reduced |
| Signaturefd, LLC | 5,524 | $1.41M | 0.04% | −662−10.7% | Reduced |
| Altman Advisors, Inc. | 5,480 | $1.42M | 1.30% | −446−7.5% | Reduced |
| Cresset Asset Management, LLC | 5,576 | $1.42M | 0.03% | −890−13.8% | Reduced |
| Everett Harris & Co | 5,578 | $1.43M | 0.02% | +180+3.3% | Added |
| Intellectus Partners, LLC | 5,580 | $1.43M | 0.45% | +1,770+46.5% | Added |
| HBK Sorce Advisory LLC | 5,636 | $1.44M | 0.07% | −450−7.4% | Reduced |
| Alaethes Wealth LLC | 5,655 | $1.44M | 0.85% | +163+3.0% | Added |
| Exos TFP Holdings LLC | 5,696 | $1.46M | 0.37% | +2,970+109.0% | Added |
| Pathstone Family Office, LLC | 5,734 | $1.47M | 0.02% | −6,064−51.4% | Reduced |
| First Horizon Advisors, Inc. | 5,772 | $1.47M | 0.05% | −67−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 5,813 | $1.49M | 0.03% | −280−4.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,822 | $1.49M | 0.02% | −22−0.4% | Reduced |
| Comerica Securities,inc. | 5,904 | $1.51M | 0.11% | −116−1.9% | Reduced |
| AIA Group Ltd | 5,957 | $1.52M | 0.08% | +491+9.0% | Added |
| Vestor Capital, LLC | 5,989 | $1.53M | 0.18% | +71+1.2% | Added |
| Thoroughbred Financial Services, LLC | 5,998 | $1.53M | 0.23% | −6,092−50.4% | Reduced |
| Trifecta Capital Advisors, LLC | 6,023 | $1.54M | 0.54% | +70+1.2% | Added |
| Bleakley Financial Group, LLC | 6,081 | $1.55M | 0.05% | −650−9.7% | Reduced |
| Sawtooth Solutions, LLC | 6,081 | $1.55M | 0.04% | +2,557+72.6% | Added |
| Wetherby Asset Management Inc | 6,082 | $1.55M | 0.09% | −517−7.8% | Reduced |
| Daymark Wealth Partners, LLC | 6,128 | $1.57M | 0.21% | −300−4.7% | Reduced |
| Claret Asset Management Corp | 6,135 | $1.57M | 0.31% | −88−1.4% | Reduced |
| Money Concepts Capital Corp | 6,165 | $1.58M | 0.09% | −1,746−22.1% | Reduced |
| IMA Wealth, Inc. | 6,193 | $1.58M | 0.41% | −812−11.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,198 | $1.58M | 0.05% | −4,783−43.6% | Reduced |
| Keebeck Wealth Management, LLC | 6,212 | $1.59M | 0.26% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,234 | $1.59M | 0.11% | −4,229−40.4% | Reduced |
| Raymond James Trust N.A. | 6,234 | $1.59M | 0.05% | +1,192+23.6% | Added |
| Achmea Investment Management B.V. | 6,245 | $1.59M | 0.05% | +3,288+111.2% | Added |
| Centaurus Financial, Inc. | 6,260 | $1.60M | 0.13% | −16−0.3% | Reduced |
| Everence Capital Management Inc | 6,300 | $1.61M | 0.13% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6,364 | $1.63M | 0.61% | −1,263−16.6% | Reduced |
| King Luther Capital Management Corp | 6,367 | $1.63M | 0.01% | −16−0.3% | Reduced |
| Burns J W & Co Inc | 6,382 | $1.63M | 0.28% | +154+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 6,384 | $1.63M | 0.03% | +99+1.6% | Added |
| Riverpark Capital Management LLC | 6,420 | $1.64M | 3.29% | +211+3.4% | Added |
| Jacobs Levy Equity Management, Inc | 6,521 | $1.67M | 0.01% | +6,521 | New |
| Tower View Investment Management & Research LLC | 6,558 | $1.68M | 1.13% | −85−1.3% | Reduced |
| Wisconsin Capital Management LLC | 6,570 | $1.68M | 1.14% | +3,378+105.8% | Added |
| Stock Yards Bank & Trust Co | 6,637 | $1.70M | 0.06% | +504+8.2% | Added |
| AXS Investments LLC | 6,648 | $1.70M | 0.56% | +669+11.2% | Added |
| Diversified Trust Co | 6,708 | $1.71M | 0.07% | −688−9.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,747 | $1.72M | 0.03% | +85+1.3% | Added |
| Harbor Capital Advisors, Inc. | 6,765 | $1.73M | 0.50% | +6,765 | New |