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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 800 | $204.4K | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $204.4K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 800 | $204.4K | 0.00% | +800 | New |
| V-Square Quantitative Management LLC | 793 | $202.6K | 0.19% | +793 | New |
| First National Bank of Omaha | 791 | $202.1K | 0.01% | +18+2.3% | Added |
| Holderness Investments Co | 789 | $201.6K | 0.08% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 789 | $201.6K | 0.03% | +789 | New |
| Middleton & Co Inc | 783 | $200.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 766 | $195.7K | 0.04% | +766 | New |
| Massmutual Trust Co FSB | 747 | $190.8K | 0.01% | +157+26.6% | Added |
| TD Private Client Wealth LLC | 740 | $189.0K | 0.01% | +1+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 738 | $188.5K | 0.15% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 735 | $187.8K | 0.02% | −2−0.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 732 | $187.0K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 725 | $185.2K | 0.09% | 00.0% | Unchanged |
| Avalon Trust Co | 703 | $179.6K | 0.02% | +703 | New |
| Buck Wealth Strategies, LLC | 700 | $178.8K | 0.09% | +700 | New |
| WR Wealth Planners, LLC | 698 | $178.3K | 0.08% | +224+47.3% | Added |
| Grove Bank & Trust | 689 | $176.0K | 0.04% | −14−2.0% | Reduced |
| BerganKDV Wealth Management, LLC | 678 | $173.2K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 647 | $172.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 667 | $170.4K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 655 | $167.3K | 0.03% | +67+11.4% | Added |
| KB Financial Partners, LLC | 646 | $165.0K | 0.05% | +170+35.7% | Added |
| West Paces Advisors Inc. | 636 | $162.5K | 0.05% | +9+1.4% | Added |
| Covestor Ltd | 631 | $161.0K | 0.14% | −46−6.8% | Reduced |
| Magellan Asset Management Ltd | 622 | $158.9K | 0.00% | +622 | New |
| Laffer Tengler Investments | 618 | $157.9K | 0.04% | 00.0% | Unchanged |
| Trust Co | 612 | $156.3K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 585 | $150.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 554 | $142.0K | 0.01% | +554 | New |
| Crewe Advisors LLC | 547 | $139.7K | 0.02% | −159−22.5% | Reduced |
| Carolinas Wealth Consulting LLC | 531 | $135.7K | 0.03% | +145+37.6% | Added |
| Private Trust Co NA | 530 | $135.4K | 0.02% | −25−4.5% | Reduced |
| Concord Wealth Partners | 530 | $135.4K | 0.04% | +129+32.2% | Added |
| Parkside Financial Bank & Trust | 507 | $129.5K | 0.03% | +12+2.4% | Added |
| Stephens Investment Management Group LLC | 505 | $129.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 496 | $126.7K | 0.12% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 494 | $126.2K | 0.06% | −53−9.7% | Reduced |
| Abound Wealth Management | 491 | $125.4K | 0.06% | +15+3.2% | Added |
| Larson Financial Group LLC | 482 | $123.1K | 0.01% | +117+32.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 481 | $122.8K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $118.8K | 0.09% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 459 | $117.3K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 442 | $113.0K | 0.00% | −11−2.4% | Reduced |
| Brown Brothers Harriman & Co | 434 | $110.9K | 0.00% | +118+37.3% | Added |
| Sugarloaf Wealth Management, LLC | 426 | $108.9K | 0.03% | +62+17.0% | Added |
| JJJ Advisors Inc. | 382 | $102.0K | 0.03% | +14+3.8% | Added |
| Chilton Capital Management LLC | 382 | $97.6K | 0.01% | +382 | New |
| Byrne Asset Management LLC | 379 | $97.0K | 0.07% | −125−24.8% | Reduced |
| Adalta Capital Management LLC | 375 | $96.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 374 | $95.5K | 0.02% | −203−35.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 360 | $92.0K | 0.00% | −9−2.4% | Reduced |
| Milestone Investment Advisors LLC | 341 | $87.1K | 0.03% | +341 | New |
| American National Bank | 336 | $85.8K | 0.02% | +122+57.0% | Added |
| Capula Management Ltd | 336 | $85.8K | 0.01% | +336 | New |
| Valley National Advisers Inc | 280 | $84.0K | 0.01% | +110+64.7% | Added |
| Coastal Capital Group, Inc. | 328 | $83.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 327 | $83.5K | 0.01% | +327 | New |
| First Personal Financial Services | 324 | $82.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 321 | $82.0K | 0.03% | +12+3.9% | Added |
| Plante Moran Financial Advisors, LLC | 315 | $80.5K | 0.01% | −17−5.1% | Reduced |
| Farther Finance Advisors, LLC | 301 | $76.9K | 0.02% | +54+21.9% | Added |
| Portland Hill Asset Management Ltd | 297 | $76.0K | 0.18% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 297 | $75.9K | 0.02% | +179+151.7% | Added |
| Arlington Partners LLC | 288 | $73.6K | 0.01% | +36+14.3% | Added |
| State of Wyoming | 287 | $73.3K | 0.02% | +287 | New |
| Rosenberg Matthew Hamilton | 282 | $72.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 280 | $71.5K | 0.01% | −36−11.4% | Reduced |
| Earnest Partners LLC | 278 | $71.0K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,524 | $69.2K | 1.60% | +5,010+17.0% | Added |
| Core Alternative Capital | 268 | $68.5K | 0.01% | +84+45.7% | Added |
| Center for Financial Planning, Inc. | 258 | $65.9K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 253 | $64.6K | 0.01% | −1−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 253 | $64.6K | 0.02% | +16+6.8% | Added |
| Register Financial Advisors LLC | 252 | $64.4K | 0.05% | +15+6.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 249 | $63.6K | 0.00% | +3+1.2% | Added |
| North Star Investment Management Corp. | 247 | $63.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 240 | $61.3K | 0.01% | +21+9.6% | Added |
| Farmers & Merchants Investments Inc | 237 | $60.5K | 0.00% | −225−48.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 236 | $60.3K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 226 | $57.0K | 0.02% | −38−14.4% | Reduced |
| Toth Financial Advisory Corp | 219 | $55.9K | 0.01% | +18+9.0% | Added |
| Benjamin Edwards Inc | 211 | $54.0K | 0.01% | +46+27.9% | Added |
| Baker Avenue Asset Management, LP | 211 | $53.9K | 0.00% | −6−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 204 | $52.1K | 0.00% | −72−26.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 201 | $51.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 195 | $49.8K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $48.5K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 189 | $48.3K | 0.03% | +189 | New |
| PrairieView Partners, LLC | 180 | $45.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 175 | $45.0K | 0.00% | +175 | New |
| Atwood & Palmer Inc | 168 | $42.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 162 | $41.4K | 0.02% | −75−31.6% | Reduced |
| Addison Advisors LLC | 155 | $39.6K | 0.02% | +147+1,837.5% | Added |
| Deseret Mutual Benefit Administrators | 153 | $39.1K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 151 | $38.6K | 0.01% | +151 | New |
| Johnson Financial Group, Inc. | 150 | $38.3K | 0.00% | −92−38.0% | Reduced |
| City State Bank | 150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $37.7K | 0.02% | 00.0% | Unchanged |