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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 918 | $251.7K | 0.10% | +1+0.1% | Added |
| Delta Financial Group, Inc. | 862 | $252.0K | 0.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 861 | $252.0K | 0.01% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 864 | $252.5K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 867 | $253.4K | 0.05% | −140−13.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 863 | $254.6K | 0.12% | 00.0% | Unchanged |
| Rollins Financial | 872 | $254.9K | 0.06% | +30+3.6% | Added |
| Financial Advisory Service, Inc. | 874 | $255.5K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 876 | $256.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 878 | $256.6K | 0.15% | +878 | New |
| KG&L Capital Management,LLC | 879 | $256.9K | 0.12% | −72−7.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 880 | $257.2K | 0.17% | +9+1.0% | Added |
| FFT Wealth Management LLC | 885 | $258.7K | 0.03% | +885 | New |
| Farmers & Merchants Trust Co of Long Beach | 888 | $259.6K | 0.08% | −61−6.4% | Reduced |
| Choate Investment Advisors | 888 | $259.6K | 0.01% | +888 | New |
| TrinityPoint Wealth, LLC | 890 | $260.1K | 0.05% | +28+3.2% | Added |
| Clarus Group, Inc. | 895 | $261.6K | 0.19% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 897 | $262.2K | 0.08% | +156+21.1% | Added |
| Pine Valley Investments Ltd Liability Co | 898 | $262.5K | 0.03% | +58+6.9% | Added |
| Capital Financial Planning, LLC | 900 | $263.1K | 0.11% | −9−1.0% | Reduced |
| Northstar Asset Management LLC | 900 | $263.1K | 0.08% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $263.1K | 0.05% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $263.1K | 0.26% | 00.0% | Unchanged |
| Vicus Capital | 900 | $263.1K | 0.03% | +900 | New |
| Pinkerton Retirement Specialists, LLC | 901 | $263.4K | 0.06% | −601−40.0% | Reduced |
| Visionary Wealth Advisors | 901 | $263.4K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 908 | $265.0K | 0.04% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 915 | $267.4K | 0.21% | 00.0% | Unchanged |
| Dearborn Partners LLC | 916 | $267.7K | 0.01% | −83−8.3% | Reduced |
| Avion Wealth | 919 | $268.0K | 0.08% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 922 | $269.5K | 0.10% | +1+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 925 | $270.4K | 0.07% | +113+13.9% | Added |
| WESPAC Advisors SoCal, LLC | 933 | $272.7K | 0.09% | +3+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 950 | $277.7K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 956 | $279.4K | 0.01% | +54+6.0% | Added |
| Mokosak Advisory Group, LLC | 958 | $280.0K | 0.11% | +304+46.5% | Added |
| 9258 Wealth Management, LLC | 962 | $281.2K | 0.05% | −3−0.3% | Reduced |
| Concorde Asset Management, LLC | 964 | $281.8K | 0.25% | +230+31.3% | Added |
| Acropolis Investment Management, LLC | 968 | $282.9K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 968 | $282.9K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 970 | $283.5K | 0.00% | +134+16.0% | Added |
| MONECO Advisors, LLC | 971 | $283.7K | 0.08% | +8+0.8% | Added |
| Beacon Financial Group | 907 | $284.0K | 0.04% | −150−14.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 972 | $284.1K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 974 | $284.7K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 977 | $285.6K | 0.08% | −29−2.9% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $289.4K | 0.13% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 991 | $289.7K | 0.07% | −10−1.0% | Reduced |
| IVC Wealth Advisors LLC | 995 | $290.8K | 0.19% | 00.0% | Unchanged |
| Vigilare Wealth Management | 996 | $291.1K | 0.19% | −153−13.3% | Reduced |
| Geneos Wealth Management Inc. | 997 | $291.4K | 0.02% | −47−4.5% | Reduced |
| Brown Brothers Harriman & Co | 997 | $291.4K | 0.00% | +644+182.4% | Added |
| Journey Advisory Group, LLC | 997 | $291.4K | 0.04% | −1−0.1% | Reduced |
| Alta Advisers Ltd | 1,000 | $292.3K | 0.17% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,000 | $292.3K | 0.14% | +400+66.7% | Added |
| Accredited Investors Inc. | 1,003 | $293.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,003 | $293.2K | 0.05% | +85+9.3% | Added |
| Lake Street Financial LLC | 990 | $293.2K | 0.05% | +50+5.3% | Added |
| L2 Asset Management, LLC | 169 | $293.5K | 0.14% | −733−81.3% | Reduced |
| Parcion Private Wealth LLC | 1,004 | $293.5K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,009 | $294.9K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $295.0K | 0.14% | −7,000−87.5% | Reduced |
| LexAurum Advisors, LLC | 1,010 | $295.2K | 0.09% | +269+36.3% | Added |
| Synergy Financial Group, LTD | 1,014 | $296.4K | 0.41% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,016 | $297.0K | 0.06% | +5+0.5% | Added |
| RSM US Wealth Management LLC | 1,017 | $297.3K | 0.01% | +304+42.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,018 | $297.6K | 0.12% | +433+74.0% | Added |
| Waterloo Capital, L.P. | 1,019 | $297.8K | 0.09% | −877−46.3% | Reduced |
| Callahan Advisors, LLC | 1,020 | $298.1K | 0.04% | −150−12.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,020 | $298.1K | 0.10% | −80−7.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $300.8K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,030 | $301.1K | 0.11% | −100−8.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,032 | $301.6K | 0.07% | +51+5.2% | Added |
| Connecticut Wealth Management, LLC | 1,035 | $302.4K | 0.02% | +1,035 | New |
| Encompass Wealth Advisors, LLC | 1,035 | $302.5K | 0.10% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,036 | $302.8K | 0.03% | −12−1.1% | Reduced |
| Investment Partners, Ltd. | 1,042 | $304.6K | 0.16% | +21+2.1% | Added |
| Kovack Advisors, Inc. | 1,045 | $305.4K | 0.04% | −50−4.6% | Reduced |
| Harbour Investments, Inc. | 1,056 | $308.7K | 0.02% | +127+13.7% | Added |
| TFB Advisors LLC | 1,057 | $309.0K | 0.38% | +124+13.3% | Added |
| Inspire Advisors, LLC | 1,068 | $312.2K | 0.06% | −22−2.0% | Reduced |
| WealthPlan Investment Management, LLC | 1,079 | $315.4K | 0.06% | +534+98.0% | Added |
| KRS Capital Management, LLC | 1,080 | $315.7K | 0.34% | +408+60.7% | Added |
| Transcend Wealth Collective, LLC | 1,082 | $316.3K | 0.03% | +79+7.9% | Added |
| Laidlaw Wealth Management LLC | 1,085 | $317.1K | 0.10% | −126−10.4% | Reduced |
| First Manhattan Co | 1,086 | $317.4K | 0.00% | +49+4.7% | Added |
| Private Wealth Advisors | 1,086 | $317.4K | 0.14% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,087 | $317.7K | 0.02% | +69+6.8% | Added |
| TCI Wealth Advisors, Inc. | 1,087 | $317.7K | 0.04% | +124+12.9% | Added |
| Financial Management Network Inc | 1,095 | $317.9K | 0.11% | −5−0.5% | Reduced |
| Financial Perspectives, Inc | 1,091 | $318.9K | 0.15% | 00.0% | Unchanged |
| Bailard, Inc. | 1,096 | $320.4K | 0.01% | −250−18.6% | Reduced |
| Lindbrook Capital, LLC | 1,103 | $322.4K | 0.04% | +15+1.4% | Added |
| J. W. Coons Advisors, LLC | 1,104 | $322.7K | 0.09% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 1,105 | $323.1K | 0.53% | −32−2.8% | Reduced |
| Cypress Capital Group | 1,107 | $323.6K | 0.05% | +1,107 | New |
| Benjamin Edwards Inc | 1,110 | $324.0K | 0.08% | +171+18.2% | Added |
| Sittner & Nelson, LLC | 1,109 | $324.1K | 0.19% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,116 | $326.2K | 0.01% | +264+31.0% | Added |
| ZWJ Investment Counsel Inc | 1,117 | $326.5K | 0.02% | +171+18.1% | Added |