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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
Ofi Invest Asset Management91$25.1K0.00%+91New
McIlrath & Eck, LLC87$25.4K0.01%00.0%Unchanged
Canton Hathaway, LLC90$26.0K0.01%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd93$27.0K0.00%00.0%Unchanged
State of Wyoming93$27.2K0.01%−642−87.3%Reduced
Headinvest, LLC94$27.7K0.01%+94New
First Financial Corp96$28.1K0.02%+22+29.7%Added
Maryland Capital Advisors Inc.100$29.2K0.02%00.0%Unchanged
Stone House Investment Management, LLC100$29.2K0.01%+50+100.0%Added
Gradient Investments LLC102$29.8K0.00%00.0%Unchanged
Truvestments Capital LLC102$29.8K0.02%+59+137.2%Added
Householder Group Estate & Retirement Specialist, LLC102$29.8K0.01%+102New
GHP Investment Advisors, Inc.111$30.3K0.00%−2−1.8%Reduced
Clean Yield Group108$30.4K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC111$32.4K0.00%00.0%Unchanged
Bogart Wealth, LLC112$32.7K0.00%+18+19.1%Added
GW&K Investment Management, LLC117$34.0K0.00%+3+2.6%Added
Transamerica Financial Advisors, Inc.115$34.0K0.00%+114+11,400.0%Added
Blue Bell Private Wealth Management, LLC119$34.8K0.01%00.0%Unchanged
GoalVest Advisory LLC123$36.0K0.02%00.0%Unchanged
City Holding Co126$36.8K0.01%00.0%Unchanged
First Command Advisory Services, Inc.126$36.8K0.00%+126New
Financial Avengers, Inc.130$38.0K0.03%00.0%Unchanged
Resurgent Financial Advisors LLC134$39.2K0.03%−10−6.9%Reduced
Bell Investment Advisors, Inc134$39.2K0.01%+3+2.3%Added
Rocky Mountain Advisers, LLC135$39.5K0.02%00.0%Unchanged
Operose Advisors LLC135$39.5K0.02%+135New
Johnson Financial Group, Inc.135$39.5K0.00%+10+8.0%Added
Taikang Asset Management (Hong Kong) Co Ltd17,262$39.5K1.15%00.0%Unchanged
Barrett & Company, Inc.136$39.8K0.02%+20+17.2%Added
Sutton Wealth Advisors Inc.139$40.6K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC140$40.9K0.02%+140New
Raffa Wealth Management, LLC145$42.4K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators147$43.0K0.02%−6−3.9%Reduced
Toth Financial Advisory Corp149$43.6K0.01%+26+21.1%Added
Cornerstone Planning Group LLC151$44.1K0.02%+2+1.3%Added
Hillsdale Investment Management Inc.155$45.3K0.00%+120+342.9%Added
Adirondack Trust Co162$47.3K0.02%00.0%Unchanged
Provenance Wealth Advisors, LLC162$47.4K0.01%+162New
West Tower Group, LLC164$47.9K0.03%+164New
Beacon Capital Management, LLC143$48.9K0.01%00.0%Unchanged
Atwood & Palmer Inc168$49.1K0.00%00.0%Unchanged
PrairieView Partners, LLC180$52.0K0.01%00.0%Unchanged
Fortis Group Advisors, LLC178$52.0K0.02%+178New
Northwest Capital Management Inc183$53.5K0.02%00.0%Unchanged
Gleason Group, Inc.190$55.5K0.01%00.0%Unchanged
Castleview Partners, LLC195$57.0K0.05%00.0%Unchanged
Newbridge Financial Services Group, Inc.203$59.3K0.03%−17−7.7%Reduced
Addison Advisors LLC204$59.6K0.03%+25+14.0%Added
Hazlett, Burt & Watson, Inc.218$63.0K0.05%+197+938.1%Added
Point72 Middle East FZE217$63.4K0.00%+217New
City State Bank225$66.0K0.04%+75+50.0%Added
Concord Wealth Partners231$67.5K0.01%−622−72.9%Reduced
Larson Financial Group LLC231$67.5K0.01%−64−21.7%Reduced
Quarry LP234$68.4K0.04%+206+735.7%Added
North Star Investment Management Corp.247$72.2K0.01%00.0%Unchanged
Register Financial Advisors LLC253$73.9K0.05%+34+15.5%Added
MV Capital Management, Inc.253$74.0K0.01%+8+3.3%Added
Center for Financial Planning, Inc.258$75.4K0.02%00.0%Unchanged
Tortoise Investment Management, LLC259$75.7K0.01%+6+2.4%Added
Farmers & Merchants Investments Inc259$75.7K0.00%+22+9.3%Added
Catalyst Capital Advisors LLC259$75.7K0.00%+66+34.2%Added
Byrne Asset Management LLC–$77.0K0.06%––
Earnest Partners LLC278$81.3K0.00%00.0%Unchanged
Delta Asset Management LLC280$81.8K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton283$82.7K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC286$83.6K0.00%+29+11.3%Added
Glen Eagle Advisors, LLC286$83.6K0.02%+33+13.0%Added
C M Bidwell & Associates Ltd297$86.8K0.07%−21−6.6%Reduced
Carolinas Wealth Consulting LLC332$87.0K0.02%−91−21.5%Reduced
Portland Hill Asset Management Ltd297$87.0K0.22%00.0%Unchanged
ORG Partners LLC303$88.5K0.03%+2+0.7%Added
Venturi Wealth Management, LLC308$90.0K0.01%−20−6.1%Reduced
Plante Moran Financial Advisors, LLC315$92.1K0.01%−5−1.6%Reduced
Carmel Capital Partners, LLC315$92.1K0.04%+126+66.7%Added
Nemes Rush Group LLC318$92.9K0.02%00.0%Unchanged
Versant Capital Management, Inc321$93.8K0.03%−7−2.1%Reduced
First Personal Financial Services324$94.7K0.02%00.0%Unchanged
Valley National Advisers Inc336$98.0K0.02%+7+2.1%Added
American National Bank338$98.8K0.02%+2+0.6%Added
Core Alternative Capital340$99.4K0.02%+110+47.8%Added
Milestone Investment Advisors LLC341$99.7K0.03%+341New
Evermay Wealth Management LLC355$103.8K0.02%+45+14.5%Added
Thompson Siegel & Walmsley LLC360$105.0K0.00%00.0%Unchanged
Adalta Capital Management LLC375$110.0K0.07%00.0%Unchanged
PFG Private Wealth Management, LLC377$110.2K0.08%+377New
Chilton Capital Management LLC382$111.7K0.01%00.0%Unchanged
Financial Connections Group, Inc.401$117.0K0.14%00.0%Unchanged
Icon Wealth Partners, LLC401$117.2K0.01%+6+1.5%Added
Sycomore Asset Management416$120.0K0.03%−5−1.2%Reduced
Mizuho Securities Co. Ltd.450$131.5K0.61%−710−61.2%Reduced
Indiana Trust & Investment Management CO450$131.5K0.07%+450New
Blume Capital Management, Inc.459$134.2K0.04%00.0%Unchanged
S.A. Mason LLC465$135.9K0.10%00.0%Unchanged
KB Financial Partners, LLC469$137.0K0.04%−177−27.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt481$140.6K0.02%00.0%Unchanged
Sugarloaf Wealth Management, LLC488$142.6K0.04%+61+14.3%Added
Riverview Trust Co496$145.0K0.13%00.0%Unchanged
Independence Bank of Kentucky500$146.1K0.06%+150+42.9%Added
JJJ Advisors Inc.506$147.9K0.04%+12+2.4%Added