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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 1,968 | $502.8K | 0.18% | +40+2.1% | Added |
| Connectus Wealth, LLC | 1,965 | $502.1K | 0.01% | +26+1.3% | Added |
| Ellevest, Inc. | 1,948 | $497.7K | 0.04% | −30−1.5% | Reduced |
| Balentine LLC | 1,940 | $495.6K | 0.02% | +10+0.5% | Added |
| 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 |
| Paul Damon & Associates, Inc. | 1,935 | $494.3K | 0.34% | −25−1.3% | Reduced |
| Forum Financial Management, LP | 1,927 | $492.3K | 0.01% | +36+1.9% | Added |
| Richard W. Paul & Associates, LLC | 1,913 | $488.7K | 0.22% | +171+9.8% | Added |
| Covenant Partners, LLC | 1,903 | $486.2K | 0.19% | +348+22.4% | Added |
| Perennial Investment Advisors, LLC | 1,902 | $485.9K | 0.09% | +94+5.2% | Added |
| Wedmont Private Capital | 1,823 | $472.0K | 0.06% | −969−34.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,867 | $471.5K | 0.35% | +239+14.7% | Added |
| Moloney Securities Asset Management, LLC | 1,839 | $469.8K | 0.09% | +970+111.6% | Added |
| PFG Investments, LLC | 1,835 | $468.8K | 0.10% | +1,835 | New |
| Values First Advisors, Inc. | 1,833 | $468.2K | 0.30% | −472−20.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,531 | $466.8K | 0.20% | +1,531 | New |
| Beese Fulmer Investment Management, Inc. | 1,825 | $466.2K | 0.05% | −84−4.4% | Reduced |
| SFE Investment Counsel | 1,540 | $463.9K | 0.14% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,814 | $463.4K | 0.08% | +8+0.4% | Added |
| Capstone Investment Advisors, LLC | 1,810 | $462.4K | 0.01% | −5,243−74.3% | Reduced |
| Heritage Trust Co | 1,801 | $460.1K | 0.07% | −438−19.6% | Reduced |
| Navalign, LLC | 1,800 | $459.8K | 0.19% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,795 | $458.6K | 0.04% | +1,795 | New |
| Ballentine Partners, LLC | 1,788 | $456.8K | 0.01% | +5+0.3% | 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 |
| Pine Haven Investment Counsel, Inc | 1,775 | $453.5K | 0.48% | +25+1.4% | Added |
| Monetary Management Group Inc | 1,770 | $452.2K | 0.13% | +1,770 | New |
| Winton Group Ltd | 1,765 | $450.9K | 0.03% | +928+110.9% | Added |
| Credential Qtrade Securities Inc. | 1,762 | $450.1K | 0.03% | +112+6.8% | Added |
| Pallas Capital Advisors LLC | 1,494 | $448.9K | 0.04% | −51−3.3% | Reduced |
| Missouri Trust & Investment Co | 1,755 | $448.4K | 0.29% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,751 | $447.3K | 0.07% | +9+0.5% | Added |
| Park National Corp | 1,750 | $447.1K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 1,735 | $443.2K | 0.03% | −43−2.4% | Reduced |
| RB Capital Management, LLC | 1,731 | $442.2K | 0.14% | −77−4.3% | Reduced |
| Blue Square Asset Management, LLC | 1,726 | $440.9K | 0.29% | +1,726 | New |
| Green Alpha Advisors, LLC | 1,723 | $440.2K | 0.31% | −56−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $438.9K | 0.03% | +21+1.2% | Added |
| Eqis Capital Management, Inc. | 1,716 | $438.3K | 0.05% | −38−2.2% | Reduced |
| Focus Financial Network, Inc. | 1,715 | $438.2K | 0.03% | +3+0.2% | Added |
| Mizuho Securities Co. Ltd. | 1,700 | $434.3K | 1.35% | +590+53.2% | Added |
| MQS Management LLC | 1,698 | $433.8K | 0.28% | +1,698 | New |
| Biltmore Family Office, LLC | 1,693 | $432.5K | 0.09% | −18−1.1% | Reduced |
| Arete Wealth Advisors, LLC | 1,684 | $430.0K | 0.04% | +409+32.1% | Added |
| Financial Advocates Investment Management | 1,676 | $428.2K | 0.03% | +54+3.3% | Added |
| First Heartland Consultants, Inc. | 1,670 | $426.6K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,540 | $426.4K | 0.02% | −763−33.1% | 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 |
| Fulton Breakefield Broenniman LLC | 1,654 | $422.5K | 0.04% | −43−2.5% | Reduced |
| Impax Asset Management Group plc | 1,653 | $422.3K | 0.00% | +1,653 | New |
| SPC Financial, Inc. | 1,650 | $421.5K | 0.05% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,650 | $421.0K | 0.09% | +1,650 | New |
| Waterloo Capital, L.P. | 1,633 | $417.2K | 0.13% | +1,633 | New |
| Modera Wealth Management, LLC | 1,623 | $414.6K | 0.02% | +20+1.2% | Added |
| Global Retirement Partners, LLC | 1,353 | $412.7K | 0.02% | +29+2.2% | Added |
| Boulder Hill Capital Management LP | 1,600 | $408.8K | 0.33% | +1,600 | New |
| Arden Trust Co | 1,580 | $404.0K | 0.07% | +84+5.6% | Added |
| Jefferies Financial Group Inc. | 1,578 | $403.1K | 0.01% | +1,578 | New |
| CX Institutional | 1,583 | $402.3K | 0.02% | −80−4.8% | Reduced |
| Windsor Group LTD | 1,550 | $401.0K | 0.08% | −74−4.6% | Reduced |
| Cambridge Advisors Inc. | 1,569 | $400.8K | 0.10% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,562 | $399.0K | 0.02% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 1,550 | $396.0K | 0.02% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 1,536 | $392.4K | 0.29% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,533 | $391.6K | 0.05% | +114+8.0% | Added |
| Chicago Trust Co NA | 1,525 | $389.6K | 0.10% | −45−2.9% | 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 |
| Crestwood Advisors Group LLC | 1,523 | $389.1K | 0.01% | −38−2.4% | Reduced |
| Rehmann Capital Advisory Group | 1,523 | $389.1K | 0.04% | +104+7.3% | Added |
| Asset Management Corp | 1,520 | $388.3K | 0.30% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,515 | $387.0K | 0.19% | +112+8.0% | 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 |
| Harvest Fund Management Co., Ltd | 1,500 | $383.0K | 0.08% | +114+8.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,496 | $382.2K | 0.02% | +1,496 | New |
| 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 |
| TSFG, LLC | 1,490 | $381.0K | 0.14% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,483 | $378.9K | 0.07% | +356+31.6% | Added |
| Patron Partners Advisors, LLC | 1,481 | $378.4K | 0.28% | +34+2.3% | Added |
| EMC Capital Management | 1,500 | $378.0K | 0.32% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,478 | $377.6K | 0.06% | +57+4.0% | Added |
| EFG Asset Management (Americas) Corp. | 1,472 | $376.1K | 0.09% | −5,321−78.3% | Reduced |
| TFC Financial Management | 1,466 | $374.5K | 0.10% | +113+8.4% | Added |
| D.B. Root & Company, LLC | 1,463 | $373.8K | 0.15% | −15−1.0% | Reduced |
| Buckingham Strategic Partners | 1,459 | $372.9K | 0.02% | −103−6.6% | Reduced |
| Riverstone Advisors, LLC | 1,437 | $372.8K | 0.24% | +1,437 | New |
| Qtron Investments LLC | 1,444 | $368.9K | 0.08% | −2,541−63.8% | Reduced |
| IHT Wealth Management, LLC | 1,443 | $368.6K | 0.02% | −3−0.2% | Reduced |
| 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 |
| Gilbert & Cook, Inc. | 1,436 | $366.9K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,434 | $366.3K | 0.03% | −885−38.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,429 | $365.1K | 0.03% | −12−0.8% | Reduced |
| Empower Advisory Group, LLC | 1,439 | $364.8K | 0.00% | +1,439 | New |