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 |
|---|---|---|---|---|---|
| First Manhattan Co | 1,046 | $267.2K | 0.00% | −17−1.6% | Reduced |
| Olistico Wealth, LLC | 1,045 | $267.0K | 0.26% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,038 | $265.2K | 0.05% | −217−17.3% | Reduced |
| Avalon Investment & Advisory | 1,037 | $264.9K | 0.01% | −1,593−60.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $264.4K | 0.09% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $262.9K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,024 | $261.5K | 0.03% | −57−5.3% | Reduced |
| Synergy Financial Group, LTD | 1,014 | $259.0K | 0.42% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,012 | $258.5K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 1,012 | $258.5K | 0.07% | +41+4.2% | Added |
| Palisade Asset Management, LLC | 1,009 | $257.8K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 1,006 | $257.0K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,004 | $256.5K | 0.03% | −29−2.8% | Reduced |
| Parcion Private Wealth LLC | 1,004 | $256.5K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,003 | $256.2K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $255.5K | 0.15% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,000 | $255.5K | 0.07% | +1,000 | New |
| Resources Management Corp | 1,530 | $255.0K | 0.05% | −70−4.4% | Reduced |
| Westwood Management Corp | 1,000 | $255.0K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 998 | $255.0K | 0.05% | −433−30.3% | Reduced |
| IVC Wealth Advisors LLC | 995 | $254.2K | 0.18% | −105−9.5% | Reduced |
| Kovack Advisors, Inc. | 994 | $253.9K | 0.03% | +27+2.8% | Added |
| Wade G W & Inc | 989 | $253.0K | 0.01% | −160−13.9% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $252.9K | 0.11% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 982 | $250.9K | 0.05% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 982 | $250.8K | 0.02% | +33+3.5% | Added |
| WMS Partners, LLC | 981 | $250.6K | 0.02% | −116−10.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 981 | $250.6K | 0.07% | +72+7.9% | Added |
| Pine Valley Investments Ltd Liability Co | 836 | $249.7K | 0.04% | +836 | New |
| Ferguson Wellman Capital Management, Inc | 977 | $249.6K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 976 | $249.3K | 0.01% | −25−2.5% | Reduced |
| Diversified, LLC | 974 | $248.8K | 0.09% | −10−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 972 | $248.3K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 970 | $247.8K | 0.08% | +3+0.3% | Added |
| Inspire Advisors, LLC | 969 | $247.6K | 0.06% | +39+4.2% | Added |
| MONECO Advisors, LLC | 964 | $246.2K | 0.07% | +33+3.5% | Added |
| Guyasuta Investment Advisors Inc | 963 | $246.0K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 957 | $244.5K | 0.03% | +18+1.9% | Added |
| Kavar Capital Partners Group, LLC | 955 | $244.0K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 952 | $243.2K | 0.01% | +155+19.4% | Added |
| Gsa Capital Partners LLP | 950 | $243.0K | 0.02% | +950 | New |
| WESPAC Advisors SoCal, LLC | 950 | $242.7K | 0.08% | −75−7.3% | Reduced |
| Acropolis Investment Management, LLC | 948 | $242.2K | 0.02% | −1−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 946 | $241.7K | 0.01% | −6−0.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 945 | $241.4K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 945 | $241.4K | 0.05% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 939 | $239.9K | 0.08% | +10+1.1% | Added |
| TCI Wealth Advisors, Inc. | 938 | $239.6K | 0.03% | −36−3.7% | Reduced |
| Avion Wealth | 904 | $239.0K | 0.07% | +4+0.4% | Added |
| Goodman Financial Corp | 930 | $237.6K | 0.07% | +930 | New |
| Greytown Advisors Inc. | 929 | $237.3K | 0.12% | −3−0.3% | Reduced |
| Granite Investment Partners, LLC | 922 | $235.5K | 0.01% | −24,838−96.4% | Reduced |
| Northwest Wealth Management, LLC | 922 | $235.5K | 0.09% | +922 | New |
| WealthPLAN Partners, LLC | 920 | $235.0K | 0.03% | −1,253−57.7% | Reduced |
| Finer Wealth Management, Inc. | 915 | $233.8K | 0.20% | −4−0.4% | Reduced |
| M&G Investment Management Ltd | 914 | $233.1K | 0.00% | +89+10.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 912 | $233.0K | 0.06% | +6+0.7% | Added |
| True North Advisors, LLC | 911 | $232.6K | 0.07% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 909 | $232.2K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 904 | $230.9K | 0.07% | +119+15.2% | Added |
| Visionary Wealth Advisors | 901 | $230.2K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 900 | $229.9K | 0.01% | −1,602−64.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 900 | $229.9K | 0.08% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $229.9K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 900 | $229.9K | 0.25% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $229.9K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $229.9K | 0.23% | 00.0% | Unchanged |
| LVW Advisors, LLC | 894 | $228.4K | 0.05% | +6+0.7% | Added |
| Mutual Advisors, LLC | 886 | $226.3K | 0.01% | +27+3.1% | Added |
| Fortitude Advisory Group L.L.C. | 881 | $225.1K | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 893 | $224.4K | 0.06% | −167−15.8% | Reduced |
| Journey Advisory Group, LLC | 878 | $224.3K | 0.04% | +83+10.4% | Added |
| Cobblestone Capital Advisors LLC | 876 | $223.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 876 | $223.7K | 0.04% | −12−1.4% | Reduced |
| United Capital Management of KS, Inc. | 874 | $223.3K | 0.08% | −8−0.9% | Reduced |
| Goepper Burkhardt LLC | 864 | $220.7K | 0.14% | 00.0% | Unchanged |
| Channel Wealth LLC | 864 | $220.7K | 0.14% | +864 | New |
| Evercore Wealth Management, LLC | 861 | $220.0K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 857 | $218.9K | 0.09% | +857 | New |
| TrinityPoint Wealth, LLC | 854 | $218.2K | 0.05% | −498−36.8% | Reduced |
| First Affirmative Financial Network | 851 | $217.3K | 0.25% | +7+0.8% | Added |
| Harbour Investments, Inc. | 849 | $216.9K | 0.01% | +55+6.9% | Added |
| Financial Advisory Service, Inc. | 848 | $216.6K | 0.02% | +848 | New |
| Ulland Investment Advisors, LLC | 846 | $216.0K | 0.25% | −10−1.2% | Reduced |
| Bank Hapoalim BM | 847 | $216.0K | 0.03% | +847 | New |
| Tufton Capital Management | 840 | $214.6K | 0.05% | +20+2.4% | Added |
| L2 Asset Management, LLC | 837 | $213.8K | 0.13% | +36+4.5% | Added |
| Martingale Asset Management L P | 836 | $213.6K | 0.00% | +836 | New |
| Verus Capital Partners, LLC | 832 | $212.6K | 0.03% | +50+6.4% | Added |
| Valmark Advisers, Inc. | 831 | $212.3K | 0.00% | −28−3.3% | Reduced |
| Investment Partners, Ltd. | 830 | $212.0K | 0.11% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 699 | $211.9K | 0.07% | +699 | New |
| CWA Asset Management Group, LLC | 824 | $210.5K | 0.02% | +824 | New |
| Renasant Bank | 823 | $210.3K | 0.16% | −275−25.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 822 | $210.0K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 911 | $208.2K | 0.08% | −915−50.1% | Reduced |
| Financial Insights, Inc. | 807 | $206.2K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 803 | $205.1K | 0.01% | +450+127.5% | Added |
| ProVise Management Group, LLC | 801 | $204.6K | 0.02% | −6−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 801 | $204.6K | 0.07% | 00.0% | Unchanged |