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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, Q3 2023

Institutional positions in Intuitive Surgical Inc as of Sep 30, 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
1,554
+11 vs. Q2 2023
Shares held
294.4M
−328.3K (−0.1%) vs. Q2 2023
Total value
$86.1B
−$14.5B (−14.4%) vs. Q2 2023
New holders
123
647 more added
Sold out
112
515 more reduced

15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 1,554 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ3 2023: $86.1B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2023.

Institutions holding ISRG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Archer Investment Corp1$1770.00%00.0%Unchanged
Tfo-TDC, LLC1$3420.00%+1New
True Wealth Design, LLC2$5850.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$5850.00%+2New
NewSquare Capital LLC3$8770.00%−7−70.0%Reduced
Country Trust Bank3$8770.00%00.0%Unchanged
TCTC Holdings, LLC3$8770.00%00.0%Unchanged
Column Capital Advisors, LLC3$8770.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$8770.00%00.0%Unchanged
Global Wealth Strategies & Associates3$8770.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$8770.00%00.0%Unchanged
Perritt Capital Management Inc3$8770.00%+3New
Sofos Investments, Inc.4$8920.00%−338−98.8%Reduced
Rise Advisors, LLC4$1.17K0.00%−36−90.0%Reduced
Retirement Group, LLC5$1.46K0.00%−9−64.3%Reduced
Union Savings Bank5$1.46K0.00%00.0%Unchanged
WestEnd Advisors, LLC5$1.46K0.00%+5New
Glass Jacobson Investment Advisors llc5$1.46K0.00%−1−16.7%Reduced
Hartford Financial Management Inc.6$1.75K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.6$1.75K0.00%00.0%Unchanged
Flaharty Asset Management, LLC6$1.75K0.00%+6New
Legacy Financial Group LLC7$2.05K0.00%+7New
Tucker Asset Management LLC8$2.34K0.00%+3+60.0%Added
SJS Investment Consulting Inc.8$2.34K0.00%+1+14.3%Added
Kozak & Associates, Inc.8$2.37K0.00%+8New
Perkins Coie Trust Co9$2.63K0.00%+9New
Colonial Trust Advisors9$2.63K0.00%00.0%Unchanged
Global Financial Private Client, LLC9$2.65K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC10$2.92K0.00%00.0%Unchanged
Motco11$3.21K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA11$3.21K0.02%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.51K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC12$3.51K0.00%00.0%Unchanged
PayPay Securities Corp8$3.52K0.17%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA15$4.00K0.00%00.0%Unchanged
New Millennium Group LLC14$4.09K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC15$4.69K0.01%00.0%Unchanged
Stephenson National Bank & Trust17$4.97K0.00%00.0%Unchanged
Oakworth Capital, Inc.17$4.97K0.00%00.0%Unchanged
Macroview Investment Management LLC17$4.97K0.01%+17New
LGT Financial Advisors LLC17$4.97K0.01%+17New
Piscataqua Savings Bank18$5.26K0.00%00.0%Unchanged
Chesapeake Asset Management LLC18$5.26K0.01%+18New
Thomas J. Herzfeld Advisors, Inc.20$5.85K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$5.85K0.00%00.0%Unchanged
Coston, McIsaac & Partners22$6.00K0.00%+10+83.3%Added
MB, Levis & Associates, LLC21$6.14K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC21$6.14K0.01%+21New
Foster Dykema Cabot & Co Inc25$7.00K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC24$7.01K0.00%−12−33.3%Reduced
St Germain D J Co Inc25$7.31K0.00%00.0%Unchanged
PSI Advisors, LLC25$7.31K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.25$7.31K0.00%+25New
Roble, Belko & Company, Inc27$8.00K0.00%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.28$8.29K0.00%−211−88.3%Reduced
JDM Financial Group LLC29$8.48K0.01%+5+20.8%Added
Riggs Asset Managment Co. Inc.30$8.77K0.00%00.0%Unchanged
M&R Capital Management Inc30$8.77K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.33$9.00K0.01%00.0%Unchanged
Baystate Wealth Management LLC30$9.03K0.00%−25−45.5%Reduced
Pflug Koory, LLC31$9.06K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC33$9.65K0.00%00.0%Unchanged
Hibernia Wealth Partners, LLC35$10.2K0.01%+35New
Arlington Partners LLC36$10.5K0.00%−454−92.7%Reduced
Northwest Investment Counselors, LLC36$10.5K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.36$10.5K0.01%00.0%Unchanged
Jones Financial Companies LLLP36$10.5K0.00%+36New
Arlington Trust Co LLC36$10.5K0.00%+36New
MCF Advisors LLC37$10.8K0.00%+13+54.2%Added
Clear Street Markets LLC39$11.0K0.01%−80−67.2%Reduced
Lee Financial Co38$11.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC39$11.4K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC39$11.4K0.00%00.0%Unchanged
First Pacific Financial40$11.7K0.01%+40New
Healthcare of Ontario Pension Plan Trust Fund42$12.3K0.00%−1−2.3%Reduced
DT Investment Partners, LLC45$13.2K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC48$14.0K0.03%00.0%Unchanged
Atticus Wealth Management, LLC48$14.0K0.01%+48New
Optimum Investment Advisors50$14.6K0.01%00.0%Unchanged
Key Financial Inc51$14.9K0.01%−12−19.0%Reduced
Capital Analysts, LLC53$16.0K0.00%+53New
Salomon & Ludwin, LLC60$17.5K0.00%+60New
West Oak Capital, LLC60$18.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC63$18.0K0.01%+9+16.7%Added
Marquette Asset Management, LLC62$18.1K0.00%−20−24.4%Reduced
Baldwin Brothers Inc63$18.4K0.00%00.0%Unchanged
Cambridge Trust Co64$18.7K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC66$19.3K0.00%00.0%Unchanged
Asset Dedication, LLC69$20.0K0.00%+54+360.0%Added
NBC Securities, Inc.71$20.0K0.00%+71New
Creative Financial Designs Inc69$20.2K0.00%00.0%Unchanged
Compass Wealth Management LLC72$21.0K0.01%00.0%Unchanged
Solstein Capital, LLC74$21.6K0.02%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.75$21.9K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.78$22.8K0.01%00.0%Unchanged
RFP Financial Group LLC80$23.4K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc81$24.0K0.03%00.0%Unchanged
Cutler Group LP85$24.0K0.00%+21+32.8%Added
Steward Financial Group LLC85$24.0K0.01%+33+63.5%Added
Capital Advisors, Ltd. LLC87$25.0K0.00%00.0%Unchanged