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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 145 | $37.0K | 0.01% | +1+0.7% | Added |
| Resurgent Financial Advisors LLC | 141 | $36.0K | 0.02% | −131−48.2% | Reduced |
| Rocky Mountain Advisers, LLC | 135 | $34.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 132 | $33.7K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 130 | $33.2K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 126 | $32.2K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 126 | $32.2K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 126 | $32.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 123 | $31.4K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 122 | $31.2K | 0.00% | −1,800−93.7% | Reduced |
| Barrett & Company, Inc. | 117 | $29.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 115 | $29.4K | 0.00% | +101+721.4% | Added |
| GHP Investment Advisors, Inc. | 113 | $28.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $28.4K | 0.00% | +2+1.8% | Added |
| Blue Bell Private Wealth Management, LLC | 111 | $28.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 108 | $27.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 105 | $27.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 101 | $25.8K | 0.00% | −42−29.4% | Reduced |
| Pinpoint Asset Management Ltd | 100 | $25.5K | 0.01% | −1,300−92.9% | Reduced |
| Maryland Capital Advisors Inc. | 100 | $25.5K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 99 | $25.3K | 0.01% | +92+1,314.3% | Added |
| McIlrath & Eck, LLC | 96 | $24.5K | 0.01% | +9+10.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 93 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $23.5K | 0.01% | −55−37.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 92 | $23.5K | 0.01% | +18+24.3% | Added |
| Canton Hathaway, LLC | 90 | $23.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 90 | $23.0K | 0.00% | +30+50.0% | Added |
| Pin Oak Investment Advisors Inc | 81 | $21.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $20.4K | 0.01% | −80−50.0% | Reduced |
| Gradient Investments LLC | 77 | $19.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 75 | $19.2K | 0.01% | +45+150.0% | Added |
| First Financial Corp | 73 | $18.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 72 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 69 | $18.0K | 0.00% | −6−8.0% | Reduced |
| Financial Connections Group, Inc. | 72 | $18.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 70 | $17.9K | 0.01% | +66+1,650.0% | Added |
| Hexagon Capital Partners LLC | 69 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 65 | $16.6K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 65 | $16.5K | 0.01% | +65 | New |
| Cambridge Trust Co | 64 | $16.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 63 | $16.1K | 0.00% | −525−89.3% | Reduced |
| Sutton Wealth Advisors Inc. | 63 | $16.1K | 0.01% | −10−13.7% | Reduced |
| West Oak Capital, LLC | 60 | $15.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 55 | $14.3K | 0.00% | +25+83.3% | Added |
| AlphaMark Advisors, LLC | 54 | $14.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 45 | $13.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $12.8K | 0.01% | +50 | New |
| Johnson Midwest Financial, LLC | 48 | $12.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 41 | $10.5K | 0.00% | +41 | New |
| Laurel Wealth Advisors LLC | 39 | $9.96K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $9.71K | 0.00% | −5−11.6% | Reduced |
| Northwest Investment Counselors, LLC | 36 | $9.20K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 36 | $9.20K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $9.20K | 0.00% | +24+200.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 33 | $8.43K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $8.43K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 31 | $7.92K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 31 | $7.92K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $7.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 30 | $7.66K | 0.01% | −36−54.5% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $7.00K | 0.00% | −66−69.5% | Reduced |
| Roble, Belko & Company, Inc | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 25 | $6.39K | 0.00% | −84−77.1% | Reduced |
| PSI Advisors, LLC | 25 | $6.39K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $6.13K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 21 | $6.00K | 0.00% | −2−8.7% | Reduced |
| Steward Financial Group LLC | 27 | $6.00K | 0.00% | +10+58.8% | Added |
| Hazlett, Burt & Watson, Inc. | 25 | $6.00K | 0.00% | +25 | New |
| Truvestments Capital LLC | 23 | $5.88K | 0.00% | +19+475.0% | Added |
| MB, Levis & Associates, LLC | 21 | $5.37K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 17 | $5.15K | 0.00% | +17 | New |
| HighMark Wealth Management LLC | 20 | $5.11K | 0.00% | +4+25.0% | Added |
| Piscataqua Savings Bank | 18 | $4.60K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $4.60K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $4.09K | 0.00% | −9−36.0% | Reduced |
| Retirement Group, LLC | 14 | $4.00K | 0.00% | +9+180.0% | Added |
| Delos Wealth Advisors, LLC | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $3.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $3.07K | 0.20% | −11−47.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 11 | $2.81K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $2.30K | 0.00% | −2−18.2% | Reduced |
| Colonial Trust Advisors | 9 | $2.30K | 0.00% | −1−10.0% | Reduced |
| Disciplined Investments, LLC | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6 | $1.53K | 0.00% | +6 | New |
| Nalls Sherbakoff Group, LLC | 6 | $1.51K | 0.00% | +6 | New |
| Horan Securities, Inc. | 5 | $1.28K | 0.00% | −21−80.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.28K | 0.00% | −2−28.6% | Reduced |
| WestEnd Advisors, LLC | – | $1.02K | 0.00% | – | – |