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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 1,121 | $327.7K | 0.13% | +1+0.1% | Added |
| Kapstone Financial Advisors LLC | 1,122 | $327.9K | 0.30% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,123 | $328.0K | 0.02% | −209−15.7% | Reduced |
| Channel Wealth LLC | 1,123 | $328.2K | 0.18% | −15−1.3% | Reduced |
| Ullmann Financial Group, Inc. | 1,123 | $328.2K | 0.06% | +136+13.8% | Added |
| Norris Perne & French LLP | 1,125 | $328.8K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,125 | $328.8K | 0.05% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,126 | $329.1K | 0.02% | +401+55.3% | Added |
| Contravisory Investment Management, Inc. | 1,132 | $330.9K | 0.09% | +1,132 | New |
| TRUE Private Wealth Advisors | 1,134 | $331.5K | 0.05% | +25+2.3% | Added |
| Alphadyne Asset Management LP | 1,135 | $331.7K | 0.16% | +1,135 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,121 | $332.0K | 0.01% | −1,884−62.7% | Reduced |
| Values First Advisors, Inc. | 1,140 | $333.2K | 0.22% | −623−35.3% | Reduced |
| Prosperity Wealth Management, Inc. | 1,145 | $334.7K | 0.22% | +60+5.5% | Added |
| Wesbanco Bank Inc | 1,146 | $335.0K | 0.01% | +397+53.0% | Added |
| Caxton Associates LP | 1,151 | $336.4K | 0.05% | −8,849−88.5% | Reduced |
| Great Diamond Partners, LLC | 1,153 | $337.0K | 0.09% | −7−0.6% | Reduced |
| Wealth Management Associates, Inc. | 1,156 | $337.9K | 0.20% | +208+21.9% | Added |
| Humankind Investments LLC | 1,160 | $339.1K | 0.14% | +90+8.4% | Added |
| Brevan Howard Capital Management LP | 1,165 | $340.5K | 0.10% | +1,165 | New |
| Revolve Wealth Partners, LLC | 1,167 | $341.1K | 0.08% | −26−2.2% | Reduced |
| Avenue 1 Advisors, LLC | 1,172 | $342.6K | 0.17% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,175 | $343.0K | 0.47% | −726−38.2% | Reduced |
| Hall Laurie J Trustee | 1,175 | $343.0K | 0.15% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,174 | $343.1K | 0.07% | −39−3.2% | Reduced |
| LJI Wealth Management, LLC | 1,181 | $345.2K | 0.10% | −187−13.7% | Reduced |
| NorthRock Partners, LLC | 1,182 | $345.5K | 0.04% | −29−2.4% | Reduced |
| Apriem Advisors | 1,183 | $345.8K | 0.05% | −12−1.0% | Reduced |
| Capital Market Strategies LLC | 1,201 | $345.9K | 0.35% | +174+16.9% | Added |
| Principle Wealth Partners LLC | 1,188 | $347.2K | 0.03% | +37+3.2% | Added |
| EFG Asset Management (Americas) Corp. | 1,189 | $347.5K | 0.08% | −49−4.0% | Reduced |
| Yarbrough Capital, LLC | 1,190 | $347.8K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,199 | $351.0K | 0.01% | +61+5.4% | Added |
| Simon Quick Advisors, LLC | 1,206 | $352.5K | 0.03% | +1,206 | New |
| Planning Center, Inc. | 1,207 | $352.8K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,212 | $354.3K | 0.04% | +59+5.1% | Added |
| Investmark Advisory Group LLC | 1,213 | $354.5K | 0.24% | −2−0.2% | Reduced |
| Keel Point, LLC | 1,214 | $354.8K | 0.05% | −5−0.4% | Reduced |
| Golden State Equity Partners | 1,215 | $355.1K | 0.10% | +604+98.9% | Added |
| Clifford Swan Investment Counsel LLC | 1,220 | $356.6K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 1,223 | $357.0K | 0.01% | +196+19.1% | Added |
| Naples Global Advisors, LLC | 1,233 | $360.4K | 0.04% | −5−0.4% | Reduced |
| Lion Street Advisors, LLC | 1,249 | $365.1K | 0.12% | +214+20.7% | Added |
| Sage Mountain Advisors LLC | 1,253 | $366.3K | 0.05% | +90+7.7% | Added |
| Jackson Square Capital, LLC | 1,255 | $366.8K | 0.15% | +60+5.0% | Added |
| Clearstead Advisors, LLC | 1,257 | $367.4K | 0.02% | +92+7.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,259 | $368.0K | 0.01% | +304+31.8% | Added |
| Interchange Capital Partners, LLC | 1,259 | $368.3K | 0.29% | +671+114.1% | Added |
| Moors & Cabot, Inc. | 1,268 | $370.6K | 0.03% | +270+27.1% | Added |
| Level Four Advisory Services, LLC | 1,270 | $371.2K | 0.02% | −92−6.8% | Reduced |
| PDS Planning, Inc | 1,285 | $375.6K | 0.05% | +24+1.9% | Added |
| Drive Wealth Management, LLC | 1,305 | $381.4K | 0.14% | −23−1.7% | Reduced |
| Dark Forest Capital Management LP | 1,306 | $381.7K | 0.03% | +522+66.6% | Added |
| Arkadios Wealth Advisors | 1,318 | $385.2K | 0.04% | +306+30.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,324 | $387.0K | 0.02% | −16−1.2% | Reduced |
| TCG Advisory Services, LLC | 1,324 | $387.0K | 0.06% | +1,324 | New |
| Tobam | 1,325 | $387.0K | 0.03% | +191+16.8% | Added |
| SFE Investment Counsel | 1,329 | $388.5K | 0.11% | −90−6.3% | Reduced |
| Advisory Research Inc | 1,333 | $389.6K | 0.05% | +84+6.7% | Added |
| Pallas Capital Advisors LLC | 1,522 | $393.4K | 0.02% | +12+0.8% | Added |
| Resources Management Corp | 1,350 | $395.0K | 0.06% | −50−3.6% | Reduced |
| True North Advisors, LLC | 1,360 | $397.5K | 0.12% | +153+12.7% | Added |
| TFC Financial Management | 1,360 | $397.5K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,363 | $398.0K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,364 | $398.7K | 0.02% | +1,364 | New |
| Tufton Capital Management | 1,368 | $399.9K | 0.09% | +543+65.8% | Added |
| WFA of San Diego, LLC | 1,380 | $403.4K | 0.42% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,383 | $404.1K | 0.02% | −131−8.7% | Reduced |
| Empower Advisory Group, LLC | 1,390 | $406.3K | 0.00% | −21−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 1,390 | $406.3K | 0.14% | −16−1.1% | Reduced |
| V-Square Quantitative Management LLC | 1,394 | $407.5K | 0.18% | +551+65.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,394 | $407.5K | 0.03% | +89+6.8% | Added |
| Pure Financial Advisors, Inc. | 1,398 | $408.6K | 0.02% | −9−0.6% | Reduced |
| Eagle Bay Advisors LLC | 1,398 | $408.6K | 0.19% | +386+38.1% | Added |
| Childress Capital Advisors, LLC | 1,398 | $408.6K | 0.13% | +1,398 | New |
| Allstate Corp | 1,401 | $409.5K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,402 | $409.8K | 0.33% | +1,385+8,147.1% | Added |
| Tradition Wealth Management, LLC | 1,404 | $410.0K | 0.05% | +198+16.4% | Added |
| NBT Bank N A | 1,404 | $410.4K | 0.04% | +1,404 | New |
| Miracle Mile Advisors, LLC | 1,406 | $411.0K | 0.01% | −100−6.6% | Reduced |
| Nations Financial Group Inc, | 1,417 | $414.2K | 0.04% | −10−0.7% | Reduced |
| Mizuho Markets Cayman LP | 1,421 | $415.3K | 0.18% | +1,421 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,422 | $415.6K | 0.01% | −2−0.1% | Reduced |
| Matisse Capital | 1,423 | $415.9K | 0.29% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,427 | $417.1K | 0.13% | +90+6.7% | Added |
| Gateway Wealth Partners, LLC | 1,434 | $419.1K | 0.08% | +73+5.4% | Added |
| Riverstone Advisors, LLC | 1,437 | $420.0K | 0.29% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,440 | $420.9K | 0.40% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,446 | $422.7K | 0.07% | +95+7.0% | Added |
| AXS Investments LLC | 1,447 | $422.9K | 0.11% | −398−21.6% | Reduced |
| Citizens Financial Group Inc | 1,448 | $423.2K | 0.02% | +795+121.7% | Added |
| Everhart Financial Group, Inc. | 1,450 | $423.8K | 0.18% | +196+15.6% | Added |
| WSFS Capital Management, LLC | 1,451 | $424.0K | 0.03% | −5−0.3% | Reduced |
| Rehmann Capital Advisory Group | 1,456 | $425.6K | 0.04% | +9+0.6% | Added |
| Pegasus Partners Ltd. | 1,457 | $425.9K | 0.06% | +258+21.5% | Added |
| CWA Asset Management Group, LLC | 1,457 | $425.9K | 0.03% | +310+27.0% | Added |
| Green Alpha Advisors, LLC | 1,459 | $426.5K | 0.33% | −379−20.6% | Reduced |
| Buckingham Strategic Partners | 1,476 | $431.7K | 0.02% | −11−0.7% | Reduced |
| Cambridge Advisors Inc. | 1,478 | $432.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,479 | $432.3K | 0.06% | +89+6.4% | Added |