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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,488 | $434.8K | 0.02% | −32−2.1% | Reduced |
| TSFG, LLC | 1,494 | $437.0K | 0.16% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,503 | $439.3K | 0.03% | +22+1.5% | Added |
| Proficio Capital Partners LLC | 1,505 | $439.9K | 0.06% | +85+6.0% | Added |
| Old Mission Capital LLC | 1,522 | $444.9K | 0.01% | −1,764−53.7% | Reduced |
| Financial Advocates Investment Management | 1,529 | $446.9K | 0.03% | +31+2.1% | Added |
| Adviser Investments LLC | 1,535 | $448.7K | 0.01% | +938+157.1% | Added |
| Aaron Wealth Advisors | 1,537 | $449.3K | 0.06% | −20−1.3% | Reduced |
| Silverlake Wealth Management LLC | 1,548 | $452.5K | 0.25% | +380+32.5% | Added |
| Graypoint LLC | 1,551 | $453.3K | 0.04% | −13−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 1,552 | $453.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,557 | $455.1K | 0.06% | +33+2.2% | Added |
| Legacy Financial Advisors, Inc. | 1,558 | $455.4K | 0.09% | +2+0.1% | Added |
| SPC Financial, Inc. | 1,570 | $458.9K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,570 | $458.9K | 0.25% | +64+4.2% | Added |
| Change Path, LLC | 1,571 | $459.0K | 0.03% | −1,733−52.5% | Reduced |
| 1776 Wealth LLC | 1,590 | $464.7K | 0.25% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,592 | $465.3K | 0.06% | +59+3.8% | Added |
| Waters Parkerson & Co., LLC | 1,596 | $466.0K | 0.03% | −57−3.4% | Reduced |
| Essex Financial Services, Inc. | 1,597 | $466.8K | 0.05% | +304+23.5% | Added |
| Biltmore Family Office, LLC | 1,599 | $467.4K | 0.11% | +75+4.9% | Added |
| Cullinan Associates Inc | 1,600 | $467.7K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 1,601 | $468.0K | 0.02% | −3,170−66.4% | Reduced |
| Catalyst Financial Partners LLC | 1,606 | $469.4K | 0.15% | +253+18.7% | Added |
| Mather Group, LLC. | 1,609 | $470.2K | 0.01% | +456+39.5% | Added |
| Main Street Financial Solutions, LLC | 1,613 | $471.5K | 0.07% | −71−4.2% | Reduced |
| Ignite Planners, LLC | 1,630 | $472.8K | 0.14% | +1,630 | New |
| Pine Haven Investment Counsel, Inc | 1,625 | $475.0K | 0.49% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,629 | $476.1K | 0.06% | +144+9.7% | Added |
| Invesco, LLC | 1,642 | $479.9K | 0.24% | −107−6.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,642 | $479.9K | 0.04% | −5−0.3% | Reduced |
| Private Portfolio Partners LLC | 1,644 | $480.5K | 0.12% | +5+0.3% | Added |
| Parsons Capital Management Inc | 1,646 | $481.1K | 0.04% | +332+25.3% | Added |
| Davy Global Fund Management Ltd | 1,647 | $481.4K | 0.10% | 00.0% | Unchanged |
| Davis R M Inc | 1,657 | $484.0K | 0.01% | −9−0.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,575 | $491.9K | 0.01% | +1,550+6,200.0% | Added |
| Windsor Group LTD | 1,685 | $493.0K | 0.09% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,692 | $494.6K | 0.12% | −318−15.8% | Reduced |
| American State Bank (Iowa) | 1,693 | $494.8K | 0.35% | +162+10.6% | Added |
| RB Capital Management, LLC | 1,697 | $496.0K | 0.16% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,698 | $496.3K | 0.02% | +35+2.1% | Added |
| Richard W. Paul & Associates, LLC | 1,700 | $496.9K | 0.23% | −32−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,702 | $497.5K | 0.01% | +37+2.2% | Added |
| Clare Market Investments LLC | 1,710 | $499.8K | 0.20% | +326+23.6% | Added |
| Great Valley Advisor Group, Inc. | 1,715 | $501.0K | 0.02% | +125+7.9% | Added |
| Modera Wealth Management, LLC | 1,715 | $501.3K | 0.01% | +34+2.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $502.2K | 0.03% | 00.0% | Unchanged |
| Heritage Trust Co | 1,719 | $502.4K | 0.08% | −82−4.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,719 | $502.4K | 0.06% | +11+0.6% | Added |
| Credential Qtrade Securities Inc. | 1,727 | $504.8K | 0.03% | +24+1.4% | Added |
| Impax Asset Management Group plc | 1,733 | $506.5K | 0.00% | −30−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 1,796 | $507.3K | 0.03% | +1,007+127.6% | Added |
| AtonRa Partners | 1,736 | $507.4K | 1.06% | −40−2.3% | Reduced |
| Gryphon Financial Partners LLC | 1,743 | $509.5K | 0.12% | −25−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,744 | $509.8K | 0.17% | +153+9.6% | Added |
| Park National Corp | 1,750 | $511.5K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,755 | $513.0K | 0.23% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,759 | $514.1K | 0.02% | +480+37.5% | Added |
| Covenant Partners, LLC | 1,760 | $514.4K | 0.19% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,764 | $515.7K | 0.03% | +62+3.6% | Added |
| Ellerson Group Inc | 1,770 | $517.4K | 0.48% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,785 | $521.7K | 0.38% | +33+1.9% | Added |
| First Heartland Consultants, Inc. | 1,800 | $526.0K | 0.07% | +100+5.9% | Added |
| Navalign, LLC | 1,800 | $526.1K | 0.20% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,804 | $527.3K | 0.22% | +828+84.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,831 | $535.2K | 0.09% | −3,489−65.6% | Reduced |
| Global Retirement Partners, LLC | 1,852 | $537.6K | 0.03% | +167+9.9% | Added |
| Wealth Architects, LLC | 1,863 | $544.5K | 0.09% | +51+2.8% | Added |
| Tilt Investment Management Holdings, PBC | 1,867 | $545.7K | 0.39% | 00.0% | Unchanged |
| Mendel Money Management | 1,889 | $552.1K | 0.30% | +365+24.0% | Added |
| Connectus Wealth, LLC | 1,892 | $553.2K | 0.01% | −11−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,902 | $555.9K | 0.10% | −50−2.6% | Reduced |
| Ellevest, Inc. | 1,906 | $557.1K | 0.04% | +71+3.9% | Added |
| Monetary Management Group Inc | 1,915 | $559.7K | 0.19% | +145+8.2% | Added |
| PFG Investments, LLC | 1,923 | $562.1K | 0.11% | +26+1.4% | Added |
| Centennial Bank | 1,932 | $564.7K | 0.39% | −212−9.9% | Reduced |
| Machina Capital S.A.S. | 1,938 | $566.5K | 0.32% | +1,938 | New |
| Forum Financial Management, LP | 1,941 | $567.3K | 0.01% | +47+2.5% | Added |
| Equitable Trust Co | 1,942 | $567.6K | 0.05% | +191+10.9% | Added |
| BlueCrest Capital Management Ltd | 1,942 | $567.6K | 0.09% | +1,942 | New |
| Centaurus Financial, Inc. | 1,945 | $569.0K | 0.05% | −139−6.7% | Reduced |
| Camden Capital, LLC | 1,947 | $569.0K | 0.07% | +129+7.1% | Added |
| Ballentine Partners, LLC | 1,947 | $569.1K | 0.01% | −34−1.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,955 | $571.4K | 0.10% | +29+1.5% | Added |
| SeaCrest Wealth Management, LLC | 1,959 | $572.6K | 0.07% | +8+0.4% | Added |
| Midwest Professional Planners, LTD. | 1,966 | $574.6K | 0.26% | +242+14.0% | Added |
| Penserra Capital Management LLC | 1,970 | $575.0K | 0.01% | −1,071−35.2% | Reduced |
| IPG Investment Advisors LLC | 1,973 | $576.7K | 0.13% | −512−20.6% | Reduced |
| Manchester Capital Management LLC | 1,980 | $578.7K | 0.09% | +1+0.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 2,000 | $585.0K | 0.01% | −1,000−33.3% | Reduced |
| Ninepoint Partners LP | 2,002 | $585.2K | 0.06% | +2,002 | New |
| Spears Abacus Advisors LLC | 2,010 | $587.5K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,039 | $596.0K | 0.29% | −2,411−54.2% | Reduced |
| Atlas Wealth Partners, LLC | 2,300 | $596.0K | 3.43% | −100−4.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,040 | $596.1K | 0.04% | +156+8.3% | Added |
| Penobscot Investment Management Company, Inc. | 2,040 | $596.3K | 0.08% | +1,365+202.2% | Added |
| Tiaa Trust, National Association | 2,041 | $596.6K | 0.00% | +2,041 | New |
| Beacon Financial Planning, Inc | 2,044 | $597.4K | 0.52% | 00.0% | Unchanged |
| Michael B. Yongue | 2,051 | $599.5K | 0.58% | −72−3.4% | Reduced |
| Park Place Capital Corp | 2,051 | $599.5K | 0.18% | −295−12.6% | Reduced |