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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 4,500 | $1.15M | 0.79% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 4,474 | $1.14M | 0.94% | −175−3.8% | Reduced |
| Sentry Investment Management LLC | 4,450 | $1.14M | 0.47% | +1,937+77.1% | Added |
| Lincoln National Corp | 4,425 | $1.13M | 0.02% | −69−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 4,425 | $1.13M | 0.13% | +4,393+13,728.1% | Added |
| Howland Capital Management LLC | 4,343 | $1.11M | 0.07% | +18+0.4% | Added |
| Cetera Advisors LLC | 4,343 | $1.11M | 0.02% | +3+0.1% | Added |
| Cigna Investments Inc | 4,277 | $1.09M | 0.22% | −90−2.1% | Reduced |
| Grandfield & Dodd, LLC | 4,261 | $1.09M | 0.08% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,260 | $1.09M | 0.21% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,250 | $1.09M | 0.22% | +359+9.2% | Added |
| Two Sigma Securities, LLC | 4,232 | $1.08M | 0.09% | +1,877+79.7% | Added |
| Fort Washington Investment Advisors Inc | 4,231 | $1.08M | 0.01% | +236+5.9% | Added |
| Eastover Investment Advisors LLC | 4,227 | $1.08M | 0.60% | +265+6.7% | Added |
| E Fund Management Co., Ltd. | 4,203 | $1.07M | 0.08% | −237−5.3% | Reduced |
| RMR Wealth Builders | 4,202 | $1.07M | 0.20% | +23+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,199 | $1.07M | 0.01% | +159+3.9% | Added |
| GWM Advisors LLC | 4,004 | $1.07M | 0.01% | −878−18.0% | Reduced |
| Hemington Wealth Management | 4,144 | $1.06M | 0.43% | +4,144 | New |
| Malaga Cove Capital, LLC | 4,129 | $1.05M | 0.52% | +20.0% | Added |
| Umb Bank N A | 4,109 | $1.05M | 0.02% | −1,585−27.8% | Reduced |
| Leonteq Securities AG | 4,108 | $1.05M | 0.10% | −409−9.1% | Reduced |
| CAPROCK Group, Inc. | 4,071 | $1.04M | 0.08% | +61+1.5% | Added |
| McRae Capital Management Inc | 4,065 | $1.04M | 0.30% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,051 | $1.03M | 0.12% | +19+0.5% | Added |
| STF Management LP | 3,924 | $1.00M | 0.68% | +1,560+66.0% | Added |
| Clear Harbor Asset Management, LLC | 3,918 | $1.00M | 0.10% | +3,918 | New |
| CNB Bank | 3,911 | $999.1K | 0.61% | +440+12.7% | Added |
| Valeo Financial Advisors, LLC | 3,905 | $997.6K | 0.05% | −1,490−27.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,891 | $994.0K | 0.27% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,855 | $988.0K | 0.08% | +3,388+230.9% | Added |
| MAI Capital Management | 3,775 | $964.4K | 0.02% | −528−12.3% | Reduced |
| Boston Financial Mangement LLC | 3,771 | $963.4K | 0.04% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,759 | $960.3K | 0.44% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,741 | $955.7K | 0.80% | +11+0.3% | Added |
| Wealthcare Advisory Partners LLC | 3,727 | $952.1K | 0.04% | +27+0.7% | Added |
| Iyo Bank, Ltd. | 3,720 | $950.0K | 0.56% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,158 | $948.9K | 0.06% | +423+15.5% | Added |
| Institutional & Family Asset Management, LLC | 3,707 | $947.0K | 0.16% | −9−0.2% | Reduced |
| Hilltop Holdings Inc. | 3,679 | $939.9K | 0.13% | +2,675+266.4% | Added |
| RMB Capital Management, LLC | 3,621 | $925.1K | 0.03% | −114−3.1% | Reduced |
| GM Advisory Group, Inc. | 3,621 | $925.1K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,616 | $923.8K | 0.22% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,616 | $923.0K | 0.04% | −287−7.4% | Reduced |
| 180 Wealth Advisors, LLC | 3,607 | $921.5K | 0.21% | +71+2.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,581 | $914.8K | 0.74% | +17+0.5% | Added |
| FDx Advisors, Inc. | 3,428 | $910.0K | 0.04% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,542 | $904.9K | 0.28% | −615−14.8% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 12,479 | $901.9K | 1.01% | +9,797+365.3% | Added |
| Security Asset Management | 3,525 | $900.5K | 0.53% | +185+5.5% | Added |
| Belpointe Asset Management LLC | 3,509 | $896.4K | 0.05% | +564+19.2% | Added |
| PKO Investment Management Joint-Stock Co | 3,500 | $894.1K | 0.12% | +1,500+75.0% | Added |
| Brandywine Managers, LLC | 3,495 | $892.9K | 0.63% | 00.0% | Unchanged |
| Change Path, LLC | 3,487 | $890.0K | 0.04% | −1,245−26.3% | Reduced |
| SYSTM Wealth Solutions LLC | 3,462 | $884.4K | 0.14% | +1,482+74.8% | Added |
| SWS Partners | 3,458 | $883.5K | 0.33% | +3,458 | New |
| Dakota Wealth Management | 3,423 | $874.5K | 0.06% | +255+8.0% | Added |
| HB Wealth Management, LLC | 3,394 | $867.1K | 0.02% | +53+1.6% | Added |
| Strategic Blueprint, LLC | 3,376 | $862.5K | 0.09% | +90+2.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,375 | $862.2K | 0.04% | +175+5.5% | Added |
| Summit Trail Advisors, LLC | 3,371 | $861.2K | 0.03% | +903+36.6% | Added |
| Horizon Investments, LLC | 3,349 | $855.6K | 0.03% | +355+11.9% | Added |
| Bartlett & Co. LLC | 3,298 | $843.0K | 0.02% | −625−15.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,298 | $842.5K | 0.02% | −625−15.9% | Reduced |
| ICA Group Wealth Management, LLC | 3,288 | $840.0K | 0.20% | −51−1.5% | Reduced |
| Ascent Group, LLC | 3,270 | $835.4K | 0.09% | +1,865+132.7% | Added |
| Clarius Group, LLC | 3,264 | $833.9K | 0.07% | −170−5.0% | Reduced |
| Wealth Alliance | 3,258 | $832.3K | 0.13% | −41−1.2% | Reduced |
| World Equity Group, Inc. | 40,552 | $830.4K | 0.14% | +40,552 | New |
| Field & Main Bank | 3,229 | $824.9K | 0.49% | +171+5.6% | Added |
| Segment Wealth Management, LLC | 3,205 | $818.8K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,197 | $816.7K | 0.03% | +365+12.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,250 | $816.7K | 0.47% | +950+41.3% | Added |
| Venture Visionary Partners LLC | 3,190 | $814.9K | 0.05% | +175+5.8% | Added |
| Verdence Capital Advisors LLC | 3,184 | $813.4K | 0.10% | −66−2.0% | Reduced |
| Proequities, Inc. | 3,173 | $810.6K | 0.06% | −39−1.2% | Reduced |
| Country Club Bank | 3,223 | $809.9K | 0.07% | +268+9.1% | Added |
| Ostrum Asset Management | 3,119 | $796.8K | 0.07% | +3,119 | New |
| Liberty One Investment Management, LLC | 3,097 | $791.2K | 0.11% | −13−0.4% | Reduced |
| Merit Financial Group, LLC | 3,097 | $791.2K | 0.03% | +445+16.8% | Added |
| Centennial Bank | 3,079 | $786.6K | 0.51% | −1,253−28.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,067 | $784.0K | 0.02% | +1,579+106.1% | Added |
| Quadrant Capital Group LLC | 3,026 | $773.1K | 0.08% | −209−6.5% | Reduced |
| Albion Financial Group | 3,015 | $770.2K | 0.07% | −27−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,983 | $762.1K | 0.26% | −6,612−68.9% | Reduced |
| Savant Capital, LLC | 2,948 | $753.1K | 0.01% | +459+18.4% | Added |
| Insight Inv LLC | 2,920 | $746.0K | 0.80% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,917 | $745.2K | 0.07% | −76−2.5% | Reduced |
| Conning Inc. | 2,910 | $743.4K | 0.02% | −386−11.7% | Reduced |
| Private Wealth Partners, LLC | 2,910 | $743.4K | 0.07% | +2,910 | New |
| Evergreen Capital Management LLC | 2,901 | $741.1K | 0.03% | −93−3.1% | Reduced |
| Leavell Investment Management, Inc. | 2,899 | $741.0K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,870 | $733.2K | 0.40% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,865 | $731.9K | 0.10% | −51−1.7% | Reduced |
| Smith, Salley & Associates | 2,853 | $728.8K | 0.06% | −180−5.9% | Reduced |
| Maven Securities LTD | 2,834 | $724.0K | 0.11% | +1,745+160.2% | Added |
| Anchor Investment Management, LLC | 2,813 | $718.6K | 0.10% | +204+7.8% | Added |
| Essex Financial Services, Inc. | 2,796 | $714.3K | 0.08% | +229+8.9% | Added |
| FourThought Financial Partners, LLC | 2,791 | $713.0K | 0.10% | −123−4.2% | Reduced |
| Atlas Wealth Partners, LLC | 2,400 | $708.0K | 4.93% | 00.0% | Unchanged |