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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 7,256 | $1.85M | 0.24% | −290−3.8% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 7,200 | $1.84M | 1.51% | +7,200 | New |
| Legato Capital Management LLC | 7,098 | $1.81M | 0.33% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,094 | $1.81M | 0.01% | −2,031−22.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,054 | $1.80M | 0.65% | −109−1.5% | Reduced |
| Derbend Asset Management | 7,044 | $1.80M | 1.35% | −174−2.4% | Reduced |
| PFS Investments Inc. | 7,003 | $1.80M | 0.03% | +4,509+180.8% | Added |
| Baldwin Investment Management, LLC | 6,995 | $1.79M | 0.32% | −1,160−14.2% | Reduced |
| National Asset Management, Inc. | 6,969 | $1.78M | 0.05% | −976−12.3% | Reduced |
| Girard Partners Ltd. | 6,956 | $1.78M | 0.20% | +439+6.7% | Added |
| Scott & Selber, Inc. | 6,942 | $1.77M | 0.75% | +15+0.2% | Added |
| Independent Financial Group, LLC | 6,906 | $1.76M | 0.14% | +49+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 6,844 | $1.75M | 0.12% | +656+10.6% | Added |
| Allworth Financial LP | 6,807 | $1.74M | 0.02% | −126−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 6,765 | $1.73M | 0.50% | +6,765 | New |
| Meiji Yasuda Life Insurance Co | 6,747 | $1.72M | 0.03% | +85+1.3% | Added |
| Diversified Trust Co | 6,708 | $1.71M | 0.07% | −688−9.3% | Reduced |
| AXS Investments LLC | 6,648 | $1.70M | 0.56% | +669+11.2% | Added |
| Stock Yards Bank & Trust Co | 6,637 | $1.70M | 0.06% | +504+8.2% | Added |
| Wisconsin Capital Management LLC | 6,570 | $1.68M | 1.14% | +3,378+105.8% | Added |
| Tower View Investment Management & Research LLC | 6,558 | $1.68M | 1.13% | −85−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,521 | $1.67M | 0.01% | +6,521 | New |
| Riverpark Capital Management LLC | 6,420 | $1.64M | 3.29% | +211+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,384 | $1.63M | 0.03% | +99+1.6% | Added |
| Burns J W & Co Inc | 6,382 | $1.63M | 0.28% | +154+2.5% | Added |
| King Luther Capital Management Corp | 6,367 | $1.63M | 0.01% | −16−0.3% | Reduced |
| Balboa Wealth Partners | 6,364 | $1.63M | 0.61% | −1,263−16.6% | Reduced |
| Everence Capital Management Inc | 6,300 | $1.61M | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,260 | $1.60M | 0.13% | −16−0.3% | Reduced |
| Achmea Investment Management B.V. | 6,245 | $1.59M | 0.05% | +3,288+111.2% | Added |
| Quantinno Capital Management LP | 6,234 | $1.59M | 0.11% | −4,229−40.4% | Reduced |
| Raymond James Trust N.A. | 6,234 | $1.59M | 0.05% | +1,192+23.6% | Added |
| Keebeck Wealth Management, LLC | 6,212 | $1.59M | 0.26% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,198 | $1.58M | 0.05% | −4,783−43.6% | Reduced |
| IMA Wealth, Inc. | 6,193 | $1.58M | 0.41% | −812−11.6% | Reduced |
| Money Concepts Capital Corp | 6,165 | $1.58M | 0.09% | −1,746−22.1% | Reduced |
| Claret Asset Management Corp | 6,135 | $1.57M | 0.31% | −88−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 6,128 | $1.57M | 0.21% | −300−4.7% | Reduced |
| Wetherby Asset Management Inc | 6,082 | $1.55M | 0.09% | −517−7.8% | Reduced |
| Bleakley Financial Group, LLC | 6,081 | $1.55M | 0.05% | −650−9.7% | Reduced |
| Sawtooth Solutions, LLC | 6,081 | $1.55M | 0.04% | +2,557+72.6% | Added |
| Trifecta Capital Advisors, LLC | 6,023 | $1.54M | 0.54% | +70+1.2% | Added |
| Thoroughbred Financial Services, LLC | 5,998 | $1.53M | 0.23% | −6,092−50.4% | Reduced |
| Vestor Capital, LLC | 5,989 | $1.53M | 0.18% | +71+1.2% | Added |
| AIA Group Ltd | 5,957 | $1.52M | 0.08% | +491+9.0% | Added |
| Comerica Securities,inc. | 5,904 | $1.51M | 0.11% | −116−1.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,822 | $1.49M | 0.02% | −22−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 5,813 | $1.49M | 0.03% | −280−4.6% | Reduced |
| First Horizon Advisors, Inc. | 5,772 | $1.47M | 0.05% | −67−1.1% | Reduced |
| Pathstone Family Office, LLC | 5,734 | $1.47M | 0.02% | −6,064−51.4% | Reduced |
| Exos TFP Holdings LLC | 5,696 | $1.46M | 0.37% | +2,970+109.0% | Added |
| Alaethes Wealth LLC | 5,655 | $1.44M | 0.85% | +163+3.0% | Added |
| HBK Sorce Advisory LLC | 5,636 | $1.44M | 0.07% | −450−7.4% | Reduced |
| Intellectus Partners, LLC | 5,580 | $1.43M | 0.45% | +1,770+46.5% | Added |
| Everett Harris & Co | 5,578 | $1.43M | 0.02% | +180+3.3% | Added |
| Cresset Asset Management, LLC | 5,576 | $1.42M | 0.03% | −890−13.8% | Reduced |
| Altman Advisors, Inc. | 5,480 | $1.42M | 1.30% | −446−7.5% | Reduced |
| Signaturefd, LLC | 5,524 | $1.41M | 0.04% | −662−10.7% | Reduced |
| Phoenix Holdings Ltd. | 5,520 | $1.41M | 0.03% | −343−5.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,476 | $1.40M | 0.16% | +63+1.2% | Added |
| Dynamic Advisor Solutions LLC | 5,461 | $1.39M | 0.08% | +2,874+111.1% | Added |
| Prospera Financial Services Inc | 5,452 | $1.39M | 0.06% | −887−14.0% | Reduced |
| Redmond Asset Management, LLC | 5,442 | $1.39M | 0.48% | −94−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 5,390 | $1.38M | 0.23% | +5,390 | New |
| Stratos Wealth Advisors, LLC | 5,373 | $1.37M | 0.11% | +103+2.0% | Added |
| TownSquare Capital, LLC | 5,355 | $1.37M | 0.03% | +1,537+40.3% | Added |
| Whitener Capital Management, Inc. | 5,339 | $1.36M | 0.57% | −30−0.6% | Reduced |
| Spire Wealth Management | 5,333 | $1.36M | 0.05% | −265−4.7% | Reduced |
| Sepio Capital, LP | 5,330 | $1.36M | 0.13% | −540−9.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 5,295 | $1.35M | 0.02% | +2,460+86.8% | Added |
| Verition Fund Management LLC | 5,175 | $1.32M | 0.02% | +2,174+72.4% | Added |
| Northern Oak Wealth Management Inc | 5,142 | $1.31M | 0.16% | +5,142 | New |
| Baker Tilly Wealth Management, LLC | 5,138 | $1.31M | 0.15% | +374+7.9% | Added |
| Alps Advisors Inc | 5,116 | $1.31M | 0.01% | +926+22.1% | Added |
| Altfest L J & Co Inc | 5,055 | $1.29M | 0.20% | −1,088−17.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,043 | $1.29M | 0.09% | −521−9.4% | Reduced |
| Stiles Financial Services Inc | 5,040 | $1.29M | 0.69% | −18−0.4% | Reduced |
| Vident Investment Advisory, LLC | 5,004 | $1.28M | 0.04% | −362−6.7% | Reduced |
| AlphaCentric Advisors LLC | 5,000 | $1.28M | 0.88% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 5,000 | $1.28M | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.26M | 0.64% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,916 | $1.26M | 0.30% | −5−0.1% | Reduced |
| La Financiere de L'Echiquier | 4,910 | $1.25M | 0.07% | −626−11.3% | Reduced |
| South Dakota Investment Council | 4,900 | $1.25M | 0.03% | +4,900 | New |
| Texas Yale Capital Corp. | 4,899 | $1.25M | 0.06% | −270−5.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,881 | $1.25M | 0.37% | +82+1.7% | Added |
| Alerus Financial NA | 4,879 | $1.25M | 0.11% | −18,124−78.8% | Reduced |
| Accurate Wealth Management, LLC | 4,796 | $1.24M | 0.43% | +83+1.8% | Added |
| Berger Financial Group, Inc | 4,843 | $1.24M | 0.15% | −77−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 4,774 | $1.22M | 0.09% | +190+4.1% | Added |
| Algert Global LLC | 4,771 | $1.22M | 0.06% | −488−9.3% | Reduced |
| Empowered Funds, LLC | 4,742 | $1.21M | 0.07% | +3,654+335.8% | Added |
| Trust Co of Vermont | 4,742 | $1.21M | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,692 | $1.20M | 0.07% | −449−8.7% | Reduced |
| FineMark National Bank & Trust | 4,686 | $1.20M | 0.05% | −91−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 4,667 | $1.19M | 0.11% | +324+7.5% | Added |
| Freestone Capital Holdings, LLC | 4,656 | $1.19M | 0.05% | −16−0.3% | Reduced |
| XTX Topco Ltd | 4,652 | $1.19M | 0.25% | +3,125+204.6% | Added |
| Strategic Wealth Designers | 4,614 | $1.18M | 0.22% | +3,129+210.7% | Added |
| Angeles Wealth Management, LLC | 4,582 | $1.17M | 0.17% | −331−6.7% | Reduced |