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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 508 | $148.5K | 0.06% | −1−0.2% | Reduced |
| Private Trust Co NA | 509 | $148.8K | 0.02% | −20−3.8% | Reduced |
| MUFG Securities EMEA plc | 543 | $158.7K | 0.02% | +436+407.5% | Added |
| Stephens Investment Management Group LLC | 550 | $160.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 552 | $162.0K | 0.12% | −9−1.6% | Reduced |
| Fairfield Financial Advisors, LTD | 555 | $162.2K | 0.07% | +405+270.0% | Added |
| Ritter Daniher Financial Advisory LLC | 583 | $170.4K | 0.07% | +89+18.0% | Added |
| Parkside Financial Bank & Trust | 586 | $171.3K | 0.04% | +53+9.9% | Added |
| Pinnacle Bancorp, Inc. | 606 | $177.1K | 0.06% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 609 | $178.0K | 0.08% | −72−10.6% | Reduced |
| Magellan Asset Management Ltd | 612 | $178.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 612 | $178.9K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $180.6K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 620 | $181.0K | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 625 | $185.0K | 0.01% | +40+6.8% | Added |
| West Paces Advisors Inc. | 636 | $185.9K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 647 | $189.0K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 660 | $192.9K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 663 | $193.8K | 0.03% | +2+0.3% | Added |
| Hendershot Investments Inc. | 672 | $196.4K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 680 | $198.7K | 0.03% | +385+130.5% | Added |
| WR Wealth Planners, LLC | 683 | $199.6K | 0.08% | −21−3.0% | Reduced |
| SageView Advisory Group, LLC | 685 | $200.2K | 0.01% | +22+3.3% | Added |
| Advance Capital Management, Inc. | 686 | $200.5K | 0.02% | +29+4.4% | Added |
| Cable Hill Partners, LLC | 688 | $201.1K | 0.03% | −720−51.1% | Reduced |
| Arvest Trust Co N A | 691 | $202.0K | 0.01% | −18−2.5% | Reduced |
| Oarsman Capital, Inc. | 691 | $202.0K | 0.08% | +85+14.0% | Added |
| USA Financial Portformulas Corp | 700 | $204.6K | 0.31% | +700 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 701 | $204.9K | 0.11% | −24−3.3% | Reduced |
| Avalon Trust Co | 703 | $205.5K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 704 | $205.8K | 0.07% | +704 | New |
| Norden Group LLC | 704 | $205.8K | 0.07% | +704 | New |
| Silver Oak Securities, Inc | 705 | $206.1K | 0.04% | +7+1.0% | Added |
| Truepoint, Inc. | 707 | $206.6K | 0.01% | +707 | New |
| Redwood Investment Management, LLC | 708 | $207.0K | 0.02% | +708 | New |
| Rosenblum Silverman Sutton S F Inc | 710 | $207.5K | 0.07% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 714 | $209.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 718 | $209.9K | 0.10% | +55+8.3% | Added |
| Financial Insights, Inc. | 807 | $211.6K | 0.08% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 725 | $211.9K | 0.10% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 730 | $213.4K | 0.09% | +30+4.3% | Added |
| Prosperity Financial Group, Inc. | 730 | $213.4K | 0.18% | +34+4.9% | Added |
| Kelly Lawrence W & Associates Inc | 732 | $214.0K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 732 | $214.0K | 0.02% | +732 | New |
| Fortune Financial Advisors, LLC | 735 | $214.9K | 0.16% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 736 | $215.1K | 0.01% | +50+7.3% | Added |
| Moreno Evelyn V | 737 | $215.4K | 0.05% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 746 | $218.0K | 0.05% | +14+1.9% | Added |
| Thrive Wealth Management, LLC | 747 | $218.3K | 0.06% | −22−2.9% | Reduced |
| Meritage Portfolio Management | 751 | $220.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 754 | $220.4K | 0.04% | −904−54.5% | Reduced |
| Portside Wealth Group, LLC | 754 | $221.0K | 0.04% | +754 | New |
| Garden State Investment Advisory Services LLC | 759 | $221.8K | 0.10% | −80−9.5% | Reduced |
| LVW Advisors, LLC | 762 | $222.7K | 0.05% | +147+23.9% | Added |
| XTX Topco Ltd | 764 | $223.3K | 0.04% | −2,067−73.0% | Reduced |
| AdvisorNet Financial, Inc | 765 | $223.6K | 0.02% | −382−33.3% | Reduced |
| United Capital Management of KS, Inc. | 769 | $224.8K | 0.08% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 771 | $225.4K | 0.03% | −275−26.3% | Reduced |
| Moody Aldrich Partners LLC | 777 | $227.4K | 0.04% | +777 | New |
| Ferguson Wellman Capital Management, Inc | 779 | $227.7K | 0.01% | −230−22.8% | Reduced |
| Middleton & Co Inc | 783 | $228.9K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 783 | $228.9K | 0.03% | +52+7.1% | Added |
| Prio Wealth Limited Partnership | 783 | $228.9K | 0.01% | +75+10.6% | Added |
| Liberty Capital Management, Inc. | 785 | $229.4K | 0.07% | +785 | New |
| GPS Wealth Strategies Group, LLC | 791 | $231.2K | 0.04% | +15+1.9% | Added |
| EverSource Wealth Advisors, LLC | 792 | $231.5K | 0.02% | +91+13.0% | Added |
| Holderness Investments Co | 794 | $232.1K | 0.09% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 796 | $232.7K | 0.23% | −60−7.0% | Reduced |
| Vertex Planning Partners, LLC | 799 | $233.5K | 0.08% | −2−0.2% | Reduced |
| Arnhold LLC | 800 | $233.8K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 800 | $233.8K | 0.07% | +105+15.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 802 | $234.0K | 0.01% | +279+53.3% | Added |
| ProVise Management Group, LLC | 801 | $234.1K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $234.1K | 0.08% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $234.1K | 0.10% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 807 | $235.9K | 0.05% | +207+34.5% | Added |
| Guerra Pan Advisors, LLC | 810 | $236.8K | 0.27% | +810 | New |
| HCR Wealth Advisors | 825 | $241.1K | 0.05% | −449−35.2% | Reduced |
| Granite Investment Partners, LLC | 828 | $242.0K | 0.01% | −124−13.0% | Reduced |
| Valmark Advisers, Inc. | 828 | $242.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 834 | $243.8K | 0.02% | +27+3.3% | Added |
| Mutual Advisors, LLC | 834 | $243.8K | 0.01% | +182+27.9% | Added |
| David Loasby | 840 | $243.8K | 0.03% | −193−18.7% | Reduced |
| Wrapmanager Inc | 835 | $244.1K | 0.08% | −21−2.5% | Reduced |
| Sonora Investment Management Group, LLC | 835 | $244.1K | 0.02% | +133+18.9% | Added |
| Howard Financial Services, Ltd. | 839 | $245.2K | 0.06% | +839 | New |
| Woodley Farra Manion Portfolio Management Inc | 839 | $245.2K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 841 | $245.7K | 0.24% | −9−1.1% | Reduced |
| Pictet North America Advisors SA | 846 | $247.3K | 0.04% | −100−10.6% | Reduced |
| Bank Hapoalim BM | 847 | $248.0K | 0.04% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 849 | $248.2K | 0.02% | −37−4.2% | Reduced |
| Partners Capital Investment Group, LLP | 852 | $249.0K | 0.01% | −171−16.7% | Reduced |
| Coastline Trust Co | 855 | $249.9K | 0.04% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 855 | $249.9K | 0.27% | +855 | New |
| Ulland Investment Advisors, LLC | 854 | $250.0K | 0.27% | +8+0.9% | Added |
| Graham Capital Management, L.P. | 857 | $250.5K | 0.01% | +23+2.8% | Added |
| Verus Capital Partners, LLC | 857 | $250.5K | 0.03% | +35+4.3% | Added |
| UMA Financial Services, Inc. | 851 | $250.6K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 858 | $250.8K | 0.04% | −4−0.5% | Reduced |
| Evercore Wealth Management, LLC | 861 | $251.7K | 0.00% | 00.0% | Unchanged |