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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 1,427 | $364.6K | 0.01% | −375−20.8% | Reduced |
| Miracle Mile Advisors, LLC | 1,424 | $363.8K | 0.01% | −540−27.5% | Reduced |
| Matisse Capital | 1,423 | $363.5K | 0.23% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,420 | $362.8K | 0.06% | −228−13.8% | Reduced |
| Integrated Advisors Network LLC | 1,411 | $360.5K | 0.02% | −133−8.6% | Reduced |
| Allstate Corp | 1,401 | $357.9K | 0.03% | −16,307−92.1% | Reduced |
| Founders Financial Securities LLC | 1,393 | $355.9K | 0.05% | +79+6.0% | Added |
| Clarus Group, Inc. | 1,385 | $353.8K | 0.33% | −15−1.1% | Reduced |
| Colony Group LLC | 1,381 | $353.0K | 0.01% | −2,576−65.1% | 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 |
| LJI Wealth Management, LLC | 1,374 | $351.0K | 0.11% | −24−1.7% | Reduced |
| Jump Financial, LLC | 1,369 | $349.7K | 0.01% | −297−17.8% | Reduced |
| Cubist Systematic Strategies, LLC | 1,361 | $347.7K | 0.00% | −20,815−93.9% | Reduced |
| Financial Management Professionals, Inc. | 1,360 | $347.0K | 0.07% | +16+1.2% | Added |
| Level Four Advisory Services, LLC | 1,357 | $346.7K | 0.02% | +39+3.0% | Added |
| Quantamental Technologies LLC | 1,352 | $345.4K | 0.19% | +1,352 | New |
| Bailard, Inc. | 1,346 | $343.9K | 0.01% | −3,680−73.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,335 | $341.1K | 0.05% | +91+7.3% | Added |
| SRS Capital Advisors, Inc. | 1,334 | $340.8K | 0.05% | −334−20.0% | Reduced |
| AMG National Trust Bank | 1,333 | $340.5K | 0.01% | +174+15.0% | Added |
| Purus Wealth Management, LLC | 1,332 | $340.2K | 0.27% | +230+20.9% | Added |
| Symmetry Partners, LLC | 1,332 | $340.0K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,325 | $338.5K | 0.12% | +55+4.3% | Added |
| Centiva Capital, LP | 1,321 | $337.5K | 0.02% | −6,643−83.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,320 | $337.2K | 0.03% | −39−2.9% | Reduced |
| Sowell Financial Services LLC | 1,321 | $337.0K | 0.03% | +1,321 | New |
| Drive Wealth Management, LLC | 1,319 | $337.0K | 0.14% | +7+0.5% | Added |
| Parsons Capital Management Inc | 1,314 | $335.7K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,309 | $334.4K | 0.07% | −57−4.2% | Reduced |
| Cantor Fitzgerald, L. P. | 1,300 | $332.1K | 0.01% | +1,300 | New |
| KG&L Capital Management,LLC | 1,293 | $330.3K | 0.17% | −112−8.0% | Reduced |
| Mitchell Sinkler & Starr | 1,292 | $330.1K | 0.10% | −76−5.6% | Reduced |
| Callahan Advisors, LLC | 1,255 | $320.6K | 0.04% | −45−3.5% | Reduced |
| Geller Advisors LLC | 1,255 | $320.6K | 0.05% | +125+11.1% | Added |
| Planning Center, Inc. | 1,200 | $319.9K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 1,247 | $318.6K | 0.03% | −438−26.0% | Reduced |
| Laidlaw Wealth Management LLC | 1,242 | $317.3K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,238 | $316.3K | 0.04% | +1,238 | New |
| Nations Financial Group Inc, | 1,230 | $314.2K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,229 | $314.0K | 0.05% | −944−43.4% | Reduced |
| Adviser Investments LLC | 1,227 | $313.5K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,222 | $312.2K | 0.06% | +251+25.8% | Added |
| Avenue 1 Advisors, LLC | 1,221 | $311.9K | 0.17% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,220 | $311.7K | 0.01% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,167 | $311.1K | 0.28% | 00.0% | Unchanged |
| Apriem Advisors | 1,217 | $310.9K | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,216 | $310.7K | 0.06% | +6+0.5% | Added |
| Gateway Wealth Partners, LLC | 1,201 | $306.8K | 0.05% | +153+14.6% | Added |
| NorthRock Partners, LLC | 1,200 | $306.6K | 0.03% | −832−40.9% | Reduced |
| Jackson Square Capital, LLC | 1,200 | $306.6K | 0.14% | −229−16.0% | Reduced |
| Wealth Management Associates, Inc. | 1,199 | $306.3K | 0.19% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,198 | $306.0K | 0.00% | +1,198 | New |
| Ergoteles LLC | 1,195 | $305.3K | 0.01% | −61,482−98.1% | Reduced |
| AdvisorNet Financial, Inc | 1,193 | $304.8K | 0.03% | +192+19.2% | Added |
| Graham Capital Management, L.P. | 1,188 | $303.5K | 0.01% | −7,863−86.9% | Reduced |
| Hall Laurie J Trustee | 1,175 | $300.0K | 0.13% | −75−6.0% | Reduced |
| Sage Mountain Advisors LLC | 1,172 | $299.4K | 0.05% | +1,172 | New |
| Silverlake Wealth Management LLC | 1,168 | $298.4K | 0.18% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,155 | $295.1K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,151 | $294.0K | 0.03% | +80+7.5% | Added |
| Vigilare Wealth Management | 1,149 | $293.5K | 0.17% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 1,137 | $290.5K | 0.48% | +6+0.5% | Added |
| Geneos Wealth Management Inc. | 1,133 | $289.4K | 0.02% | −1,933−63.0% | Reduced |
| Triangle Securities Wealth Management | 1,130 | $288.7K | 0.10% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,125 | $287.4K | 0.31% | −645−36.4% | Reduced |
| Norris Perne & French LLP | 1,125 | $287.4K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,125 | $287.4K | 0.03% | +42+3.9% | Added |
| Financial Engines Advisors L.L.C. | 1,123 | $286.9K | 0.00% | −77−6.4% | Reduced |
| Stokes Family Office, LLC | 1,116 | $285.1K | 0.04% | −814−42.2% | Reduced |
| Great Diamond Partners, LLC | 1,116 | $285.1K | 0.08% | −103−8.4% | Reduced |
| TRUE Private Wealth Advisors | 1,115 | $284.8K | 0.04% | −9−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,112 | $284.1K | 0.06% | +21+1.9% | Added |
| Catalyst Financial Partners LLC | 1,107 | $282.8K | 0.12% | +70+6.8% | Added |
| Financial Management Network Inc | 1,100 | $280.2K | 0.11% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 1,096 | $280.0K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 1,094 | $279.5K | 0.11% | −57−5.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,092 | $279.0K | 0.07% | −111−9.2% | Reduced |
| Financial Perspectives, Inc | 1,091 | $278.7K | 0.13% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,086 | $277.4K | 0.12% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,080 | $275.9K | 0.09% | −1−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,077 | $275.1K | 0.07% | +994+1,197.6% | Added |
| J. W. Coons Advisors, LLC | 1,074 | $274.4K | 0.08% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $274.0K | 0.11% | −95−7.9% | Reduced |
| David Loasby | 1,065 | $273.6K | 0.03% | +194+22.3% | Added |
| Sittner & Nelson, LLC | 1,068 | $272.8K | 0.16% | −401−27.3% | Reduced |
| Mather Group, LLC. | 1,065 | $272.1K | 0.00% | −48−4.3% | Reduced |
| Davenport & Co LLC | 1,064 | $271.8K | 0.00% | +1,064 | New |
| UMA Financial Services, Inc. | 909 | $271.4K | 0.07% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,061 | $271.1K | 0.12% | −128−10.8% | Reduced |
| Tradition Wealth Management, LLC | 1,060 | $271.0K | 0.03% | +9+0.9% | Added |
| Advisors Capital Management, LLC | 1,060 | $271.0K | 0.01% | +26+2.5% | Added |
| Eagle Bay Advisors LLC | 1,060 | $270.8K | 0.15% | +837+375.3% | Added |
| Keel Point, LLC | 1,057 | $270.0K | 0.04% | −19−1.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,057 | $270.0K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,055 | $269.5K | 0.04% | +29+2.8% | Added |
| Eudaimonia Partners, LLC | 1,047 | $267.5K | 0.06% | +3+0.3% | Added |
| GraniteShares Advisors LLC | 1,047 | $267.5K | 0.24% | −72−6.4% | Reduced |
| PDS Planning, Inc | 1,047 | $267.5K | 0.04% | +261+33.2% | Added |
| Lindbrook Capital, LLC | 1,046 | $267.2K | 0.03% | +17+1.7% | Added |