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 |
|---|---|---|---|---|---|
| Bouvel Investment Partners, LLC | 13,070 | $3.34M | 1.95% | −50−0.4% | Reduced |
| Advisor Partners II, LLC | 12,953 | $3.31M | 0.18% | −15−0.1% | Reduced |
| Orion Capital Management LLC | 12,798 | $3.27M | 2.19% | −65−0.5% | Reduced |
| Capital Insight Partners, LLC | 12,710 | $3.25M | 0.76% | +12,710 | New |
| Capital Group Investment Management Pte. Ltd. | 12,704 | $3.25M | 0.17% | −1,932−13.2% | Reduced |
| Power Corp of Canada | 12,611 | $3.23M | 0.34% | +12,611 | New |
| Atria Wealth Solutions, Inc. | 12,550 | $3.21M | 0.05% | +360+3.0% | Added |
| Stratos Wealth Partners, LTD. | 12,531 | $3.20M | 0.09% | −561−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,468 | $3.19M | 0.26% | −330−2.6% | Reduced |
| Andra AP-fonden | 12,400 | $3.17M | 0.08% | +2,000+19.2% | Added |
| Harvest Volatility Management LLC | 12,583 | $3.16M | 0.64% | −2,334−15.6% | Reduced |
| 1st Source Bank | 12,292 | $3.14M | 0.21% | −426−3.3% | Reduced |
| Sigma Planning Corp | 12,290 | $3.14M | 0.10% | −72−0.6% | Reduced |
| Tredje AP-fonden | 12,254 | $3.13M | 0.05% | +2,000+19.5% | Added |
| Elite Wealth Management, Inc. | 12,243 | $3.13M | 1.37% | −256−2.0% | Reduced |
| Hantz Financial Services, Inc. | 12,217 | $3.12M | 0.09% | +456+3.9% | Added |
| Bahl & Gaynor Inc | 12,131 | $3.10M | 0.02% | +67+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 12,060 | $3.08M | 0.05% | −2,024−14.4% | Reduced |
| CWM, LLC | 12,012 | $3.07M | 0.02% | +2,298+23.7% | Added |
| Illinois Municipal Retirement Fund | 11,912 | $3.04M | 0.06% | 00.0% | Unchanged |
| Natixis Investment Managers International | 11,826 | $3.02M | 0.23% | −1,164−9.0% | Reduced |
| Vinva Investment Management Ltd | 12,002 | $3.02M | 0.25% | +12,002 | New |
| Aquatic Capital Management LLC | 11,800 | $3.02M | 0.19% | +9,100+337.0% | Added |
| Private Advisor Group, LLC | 11,777 | $3.01M | 0.03% | +26+0.2% | Added |
| Petredis Investment Advisors LLC | 11,773 | $3.01M | 0.47% | +125+1.1% | Added |
| Zions Bancorporation, N.A. | 11,749 | $3.00M | 0.26% | +2,088+21.6% | Added |
| AMF Pensionsforsakring AB | 11,670 | $2.98M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,362 | $2.90M | 0.03% | +140+1.2% | Added |
| Marks Group Wealth Management, Inc | 11,329 | $2.89M | 0.37% | +109+1.0% | Added |
| Legacy Trust | 11,312 | $2.89M | 0.86% | +11,312 | New |
| WD Rutherford LLC | 11,060 | $2.83M | 1.99% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,055 | $2.82M | 0.14% | −785−6.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,015 | $2.81M | 0.07% | −62−0.6% | Reduced |
| Azzad Asset Management Inc | 10,875 | $2.78M | 0.40% | +933+9.4% | Added |
| Tru Independence Asset Management 2, LLC | 10,843 | $2.77M | 2.78% | +10,843 | New |
| Penserra Capital Management LLC | 10,765 | $2.75M | 0.06% | +10,745+53,725.0% | Added |
| KMG Fiduciary Partners, LLC | 10,760 | $2.75M | 0.39% | +323+3.1% | Added |
| Sumitomo Life Insurance Co | 10,634 | $2.72M | 0.23% | −64−0.6% | Reduced |
| HM Payson & Co | 10,619 | $2.71M | 0.07% | −388−3.5% | Reduced |
| Trexquant Investment LP | 10,558 | $2.70M | 0.07% | −7,964−43.0% | Reduced |
| NewEdge Wealth, LLC | 10,343 | $2.64M | 0.10% | +567+5.8% | Added |
| Welch & Forbes LLC | 10,340 | $2.64M | 0.04% | −291−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,139 | $2.59M | 0.02% | −27,522−73.1% | Reduced |
| RiverPark Advisors, LLC | 10,111 | $2.58M | 1.73% | −1,013−9.1% | Reduced |
| Aptus Capital Advisors, LLC | 10,025 | $2.56M | 0.07% | +7,482+294.2% | Added |
| Sandy Spring Bank | 9,967 | $2.55M | 0.14% | −239−2.3% | Reduced |
| Roundview Capital LLC | 9,935 | $2.54M | 0.27% | +464+4.9% | Added |
| Empirical Finance, LLC | 9,906 | $2.53M | 0.24% | +528+5.6% | Added |
| Buckingham Strategic Wealth, LLC | 9,518 | $2.53M | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 9,884 | $2.53M | 0.25% | +3,112+46.0% | Added |
| Rhenman & Partners Asset Management AB | 10,000 | $2.51M | 0.28% | +5,000+100.0% | Added |
| Harbert Fund Advisors, Inc. | 9,750 | $2.49M | 1.78% | +9,750 | New |
| Veriti Management LLC | 9,561 | $2.44M | 0.29% | −86−0.9% | Reduced |
| Nwam LLC | 9,525 | $2.43M | 0.25% | −11,943−55.6% | Reduced |
| Simplify Asset Management Inc. | 9,465 | $2.42M | 0.43% | +1,568+19.9% | Added |
| Family Capital Trust Co | 9,380 | $2.40M | 0.93% | −2,500−21.0% | Reduced |
| Gotham Asset Management, LLC | 9,369 | $2.39M | 0.06% | −3,963−29.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,326 | $2.38M | 0.03% | +121+1.3% | Added |
| Pinebridge Investments, L.P. | 9,227 | $2.36M | 0.03% | +8,317+914.0% | Added |
| Aft, Forsyth & Company, Inc. | 9,219 | $2.36M | 1.82% | −205−2.2% | Reduced |
| Veritable, L.P. | 9,198 | $2.35M | 0.04% | −53−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 9,195 | $2.35M | 0.03% | −774−7.8% | Reduced |
| Whittier Trust Co | 9,095 | $2.32M | 0.04% | −6−0.1% | Reduced |
| Highlander Capital Management, LLC | 9,075 | $2.32M | 1.13% | 00.0% | Unchanged |
| VGI Partners Ltd | 9,000 | $2.30M | 0.45% | +9,000 | New |
| First Bank & Trust | 8,986 | $2.30M | 0.61% | −1,588−15.0% | Reduced |
| Brighton Jones LLC | 8,945 | $2.29M | 0.13% | +5,197+138.7% | Added |
| Jaffetilchin Investment Partners, LLC | 8,939 | $2.28M | 0.26% | −106−1.2% | Reduced |
| Independent Advisor Alliance | 8,933 | $2.28M | 0.11% | +8,933 | New |
| First Foundation Advisors | 8,825 | $2.25M | 0.10% | −94−1.1% | Reduced |
| Oak Asset Management, LLC | 8,765 | $2.24M | 0.97% | −50−0.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,747 | $2.23M | 0.60% | +157+1.8% | Added |
| Compagnie Lombard Odier SCmA | 8,720 | $2.23M | 0.06% | −138−1.6% | Reduced |
| Stephens Inc | 8,585 | $2.19M | 0.04% | −275−3.1% | Reduced |
| Advisors Asset Management, Inc. | 8,567 | $2.19M | 0.04% | −354−4.0% | Reduced |
| Moody National Bank Trust Division | 8,567 | $2.19M | 0.19% | −76−0.9% | Reduced |
| Hills Bank & Trust Co | 8,563 | $2.19M | 0.30% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,460 | $2.16M | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 8,437 | $2.15M | 0.08% | −34−0.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,420 | $2.15M | 0.53% | −1,021−10.8% | Reduced |
| Rockingstone Advisors LLC | 8,368 | $2.14M | 1.30% | +434+5.5% | Added |
| Whittier Trust Co of Nevada Inc | 8,228 | $2.10M | 0.08% | +30+0.4% | Added |
| Alberta Investment Management Corp | 8,100 | $2.07M | 0.02% | +8,100 | New |
| LGT Fund Management Co Ltd. | 8,000 | $2.04M | 0.87% | +7,000+700.0% | Added |
| Herold Advisors, Inc. | 7,950 | $2.03M | 0.70% | 00.0% | Unchanged |
| RDA Financial Network | 7,933 | $2.03M | 0.92% | +307+4.0% | Added |
| Apollon Wealth Management, LLC | 7,834 | $2.00M | 0.12% | −278−3.4% | Reduced |
| Wendell David Associates Inc | 7,800 | $1.99M | 0.24% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,600 | $1.94M | 2.00% | +1,500+24.6% | Added |
| Front Row Advisors LLC | 7,529 | $1.92M | 0.92% | +603+8.7% | Added |
| Kornitzer Capital Management Inc | 7,522 | $1.92M | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 7,519 | $1.92M | 0.17% | −275−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 7,490 | $1.91M | 0.03% | −656−8.1% | Reduced |
| Old National Bancorp | 7,490 | $1.91M | 0.06% | −372−4.7% | Reduced |
| Coldstream Capital Management Inc | 7,400 | $1.89M | 0.06% | +65+0.9% | Added |
| Canal Capital Management, LLC | 7,375 | $1.88M | 0.42% | −2,001−21.3% | Reduced |
| Nilsine Partners, LLC | 7,336 | $1.87M | 0.29% | +7,336 | New |
| Americana Partners, LLC | 7,324 | $1.87M | 0.30% | +42+0.6% | Added |
| PFG Advisors | 7,297 | $1.86M | 0.16% | +70+1.0% | Added |
| Oppenheimer & Co Inc | 7,291 | $1.86M | 0.04% | +110+1.5% | Added |