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 |
|---|---|---|---|---|---|
| Kula Investments, LLC | 2,771 | $707.9K | 0.17% | +2,771 | New |
| OneAscent Wealth Management LLC | 2,753 | $703.0K | 0.27% | +39+1.4% | Added |
| MUFG Securities EMEA plc | 2,746 | $702.0K | 0.01% | −505−15.5% | Reduced |
| Sunbelt Securities, Inc. | 2,787 | $700.4K | 0.11% | +97+3.6% | Added |
| Avestar Capital, LLC | 2,741 | $700.2K | 0.14% | −79−2.8% | Reduced |
| Voya Financial Advisors, Inc. | 2,780 | $698.6K | 0.09% | −132−4.5% | Reduced |
| Columbia Trust Co 01012016 | 2,722 | $695.4K | 0.40% | −317−10.4% | Reduced |
| KCM Investment Advisors LLC | 2,707 | $691.6K | 0.03% | −138−4.9% | Reduced |
| Hollencrest Capital Management | 2,706 | $691.3K | 0.07% | −2,500−48.0% | Reduced |
| Wambolt & Associates, LLC | 2,711 | $687.3K | 0.24% | −71−2.6% | Reduced |
| Scotia Capital Inc. | 2,689 | $687.0K | 0.01% | −337−11.1% | Reduced |
| Engineers Gate Manager LP | 2,685 | $685.9K | 0.03% | +2,685 | New |
| Flagship Harbor Advisors, LLC | 2,662 | $680.1K | 0.06% | −661−19.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,659 | $679.3K | 0.06% | +782+41.7% | Added |
| Institute for Wealth Management, LLC. | 2,650 | $677.0K | 0.13% | −76−2.8% | Reduced |
| Circle Wealth Management, LLC | 2,641 | $674.7K | 0.10% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,640 | $674.4K | 0.10% | +140+5.6% | Added |
| Douglass Winthrop Advisors, LLC | 2,634 | $673.0K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,627 | $671.1K | 0.08% | +1,709+186.2% | Added |
| Schrum Private Wealth Management LLC | 2,619 | $669.1K | 0.77% | −150−5.4% | Reduced |
| First National Trust Co | 2,603 | $665.0K | 0.04% | +199+8.3% | Added |
| Central Trust Co | 2,599 | $664.0K | 0.02% | +524+25.3% | Added |
| Trust Co of Virginia | 2,590 | $661.7K | 0.07% | −45−1.7% | Reduced |
| Ossiam | 2,583 | $659.9K | 0.01% | +360+16.2% | Added |
| LaFleur & Godfrey LLC | 2,581 | $659.4K | 0.11% | −705−21.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,575 | $657.8K | 0.03% | −6−0.2% | Reduced |
| Tiaa, FSB | 2,574 | $657.6K | 0.00% | +119+4.8% | Added |
| Virtue Capital Management, LLC | 2,218 | $654.2K | 0.11% | −330−13.0% | Reduced |
| Desjardins Global Asset Management Inc. | 2,552 | $652.0K | 0.08% | +1,450+131.6% | Added |
| Joel Isaacson & Co., LLC | 2,521 | $644.0K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,520 | $643.8K | 0.03% | −106−4.0% | Reduced |
| Ausdal Financial Partners, Inc. | 2,516 | $642.8K | 0.09% | −212−7.8% | Reduced |
| Stone Run Capital, LLC | 2,502 | $639.2K | 0.31% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,486 | $635.1K | 0.06% | +196+8.6% | Added |
| Park Place Capital Corp | 2,484 | $634.6K | 0.18% | −137−5.2% | Reduced |
| Segall Bryant & Hamill, LLC | 2,460 | $628.0K | 0.01% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 2,453 | $626.7K | 0.01% | −278−10.2% | Reduced |
| Allegheny Financial Group LTD | 2,448 | $625.4K | 0.25% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 2,446 | $625.0K | 0.00% | −350,556−99.3% | Reduced |
| Clarkston Capital Partners, LLC | 2,445 | $624.6K | 0.01% | −500−17.0% | Reduced |
| Argent Trust Co | 2,423 | $619.0K | 0.04% | +76+3.2% | Added |
| First United Bank Trust | 2,423 | $619.0K | 0.29% | +175+7.8% | Added |
| Old Mission Capital LLC | 2,407 | $614.9K | 0.02% | +2,407 | New |
| BTC Capital Management, Inc. | 2,402 | $613.6K | 0.07% | −414−14.7% | Reduced |
| DFPG Investments, LLC | 2,401 | $613.4K | 0.07% | +1,555+183.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,397 | $612.4K | 0.10% | −26−1.1% | Reduced |
| Concentric Capital Strategies, LP | 2,390 | $610.6K | 0.21% | +2,390 | New |
| Dana Investment Advisors, Inc. | 2,379 | $607.8K | 0.03% | −257−9.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,378 | $607.5K | 0.02% | +699+41.6% | Added |
| We Are One Seven, LLC | 2,375 | $606.7K | 0.04% | +693+41.2% | Added |
| Stonegate Investment Group, LLC | 2,367 | $604.7K | 0.02% | +275+13.1% | Added |
| Heritage Wealth Advisors | 2,361 | $603.2K | 0.03% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,353 | $601.1K | 0.39% | +260+12.4% | Added |
| Howard Capital Management Group, LLC | 2,336 | $596.8K | 0.06% | +49+2.1% | Added |
| Harbor Investment Advisory, LLC | 2,321 | $592.9K | 0.09% | +15+0.7% | Added |
| Mirador Capital Partners LP | 2,312 | $590.6K | 0.14% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,302 | $588.1K | 0.12% | −66−2.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,300 | $588.0K | 0.38% | +2,300 | New |
| Ancora Advisors, LLC | 2,283 | $583.2K | 0.02% | −76−3.2% | Reduced |
| Pinnacle Associates Ltd | 2,283 | $583.2K | 0.01% | +286+14.3% | Added |
| Summit Financial, LLC | 2,251 | $575.1K | 0.05% | +236+11.7% | Added |
| M Holdings Securities, Inc. | 2,251 | $575.0K | 0.06% | −2,125−48.6% | Reduced |
| EagleClaw Capital Managment, LLC | 2,250 | $574.8K | 0.14% | +300+15.4% | Added |
| Insigneo Advisory Services, LLC | 2,252 | $574.5K | 0.18% | −32−1.4% | Reduced |
| Bellecapital International Ltd. | 2,244 | $573.3K | 0.14% | +46+2.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,243 | $573.0K | 0.09% | +469+26.4% | Added |
| Diligent Investors, LLC | 2,233 | $570.5K | 0.18% | −50−2.2% | Reduced |
| Fulton Bank, N.A. | 2,226 | $568.7K | 0.03% | +222+11.1% | Added |
| Seven Eight Capital, LP | 2,223 | $567.9K | 0.12% | −1,293−36.8% | Reduced |
| J.W. Cole Advisors, Inc. | 2,219 | $566.9K | 0.04% | +49+2.3% | Added |
| Heartland Bank & Trust Co | 2,212 | $565.1K | 0.43% | +2,212 | New |
| Legacy Wealth Management, LLC | 2,210 | $564.6K | 0.31% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,201 | $562.0K | 0.26% | +433+24.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $561.3K | 0.06% | 00.0% | Unchanged |
| Michael B. Yongue | 2,173 | $555.1K | 0.53% | −189−8.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,170 | $554.4K | 0.18% | +2,170 | New |
| Great Valley Advisor Group, Inc. | 2,165 | $552.7K | 0.03% | −204−8.6% | Reduced |
| Harrington Investments, INC | 2,144 | $547.7K | 0.38% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,124 | $543.0K | 0.08% | 00.0% | Unchanged |
| Alpha Family Trust | 2,125 | $542.9K | 0.43% | −215−9.2% | Reduced |
| AtonRa Partners | 2,124 | $542.6K | 0.79% | −299−12.3% | Reduced |
| International Assets Investment Management, LLC | 2,085 | $532.7K | 0.08% | +107+5.4% | Added |
| Ronald Blue Trust, Inc. | 1,999 | $531.0K | 0.01% | −887−30.7% | Reduced |
| Cannell Peter B & Co Inc | 2,075 | $530.1K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,074 | $529.8K | 0.05% | +262+14.5% | Added |
| Rothschild Investment Corp | 2,062 | $527.0K | 0.05% | −84−3.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,062 | $526.8K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,060 | $526.3K | 0.03% | +65+3.3% | Added |
| Covenant Asset Management, LLC | 2,057 | $525.5K | 0.17% | +36+1.8% | Added |
| Camden Capital, LLC | 2,056 | $525.2K | 0.08% | +156+8.2% | Added |
| First Citizens Bank & Trust Co | 2,050 | $523.7K | 0.01% | +79+4.0% | Added |
| Davy Global Fund Management Ltd | 2,049 | $523.5K | 0.10% | −444−17.8% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $522.2K | 0.49% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,912 | $514.1K | 0.01% | −1,092−36.4% | Reduced |
| Spears Abacus Advisors LLC | 2,010 | $513.5K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,004 | $512.0K | 0.05% | −829−29.3% | Reduced |
| Gryphon Financial Partners LLC | 1,995 | $509.7K | 0.12% | −92−4.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,992 | $508.9K | 0.39% | +78+4.1% | Added |
| Manchester Capital Management LLC | 1,973 | $504.0K | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,968 | $502.8K | 0.07% | −10−0.5% | Reduced |