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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 2,052 | $599.8K | 0.15% | −50−2.4% | Reduced |
| First Foundation Advisors | 2,060 | $602.1K | 0.03% | −7,102−77.5% | Reduced |
| Verdence Capital Advisors LLC | 2,065 | $603.6K | 0.07% | −234−10.2% | Reduced |
| CX Institutional | 2,068 | $604.5K | 0.03% | −86−4.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,072 | $606.0K | 0.04% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 2,075 | $606.5K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 2,085 | $609.4K | 0.07% | −97−4.4% | Reduced |
| International Assets Investment Management, LLC | 2,116 | $616.7K | 0.08% | +275+14.9% | Added |
| Heritage Wealth Advisors | 2,115 | $618.2K | 0.03% | −258−10.9% | Reduced |
| Paul Damon & Associates, Inc. | 2,121 | $619.9K | 0.41% | 00.0% | Unchanged |
| Alpha Family Trust | 2,125 | $621.1K | 0.47% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,131 | $622.9K | 0.43% | −24−1.1% | Reduced |
| Ancora Advisors, LLC | 2,143 | $626.4K | 0.02% | −148−6.5% | Reduced |
| Central Trust Co | 2,151 | $628.7K | 0.02% | −253−10.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,153 | $629.3K | 0.40% | −23−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 2,159 | $631.1K | 0.09% | +153+7.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,159 | $631.1K | 0.25% | +2,159 | New |
| Western Pacific Wealth Management, LP | 2,161 | $631.6K | 0.52% | +104+5.1% | Added |
| Balentine LLC | 2,168 | $633.7K | 0.02% | −18−0.8% | Reduced |
| Close Asset Management Ltd | 2,174 | $636.0K | 0.03% | +1,439+195.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $642.2K | 0.06% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,202 | $643.6K | 0.12% | −71−3.1% | Reduced |
| Voya Financial Advisors, Inc. | 2,174 | $643.8K | 0.08% | −129−5.6% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $646.0K | 0.34% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,218 | $648.3K | 0.39% | −384−14.8% | Reduced |
| Diligent Investors, LLC | 2,233 | $652.7K | 0.20% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,238 | $654.1K | 0.05% | −244−9.8% | Reduced |
| Eastern Bank | 2,244 | $655.9K | 0.03% | +2,244 | New |
| EagleClaw Capital Managment, LLC | 2,250 | $657.7K | 0.15% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,253 | $658.5K | 0.17% | +9+0.4% | Added |
| OneAscent Wealth Management LLC | 2,257 | $660.0K | 0.29% | −155−6.4% | Reduced |
| Martin Currie Ltd | 2,265 | $662.0K | 0.02% | +338+17.5% | Added |
| Chicago Partners Investment Group LLC | 2,432 | $662.9K | 0.04% | −175−6.7% | Reduced |
| Fulton Bank, N.A. | 2,270 | $663.5K | 0.03% | −23−1.0% | Reduced |
| Howard Capital Management Group, LLC | 2,287 | $668.5K | 0.06% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,273 | $670.5K | 0.24% | −177−7.2% | Reduced |
| Pinnacle Associates Ltd | 2,301 | $672.6K | 0.01% | +35+1.5% | Added |
| Douglass Winthrop Advisors, LLC | 2,309 | $674.9K | 0.02% | −325−12.3% | Reduced |
| Insigneo Advisory Services, LLC | 2,311 | $675.5K | 0.14% | +189+8.9% | Added |
| Virtue Capital Management, LLC | 2,043 | $682.1K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,338 | $683.4K | 0.06% | −1,215−34.2% | Reduced |
| Waldron Private Wealth LLC | 2,341 | $684.3K | 0.04% | −69−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,370 | $693.4K | 0.00% | −84,915−97.3% | Reduced |
| Rothschild Investment Corp | 2,373 | $694.0K | 0.06% | +198+9.1% | Added |
| Wedmont Private Capital | 2,363 | $695.9K | 0.07% | +287+13.8% | Added |
| Himension Fund | 2,381 | $695.9K | 0.07% | +2,381 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,357 | $698.0K | 0.36% | +1,157+96.4% | Added |
| Stonegate Investment Group, LLC | 2,399 | $701.2K | 0.03% | −8−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,052 | $702.0K | 0.01% | +521+34.0% | Added |
| SRS Capital Advisors, Inc. | 2,419 | $707.1K | 0.09% | +1,511+166.4% | Added |
| Harbor Investment Advisory, LLC | 2,430 | $710.3K | 0.09% | +396+19.5% | Added |
| Purus Wealth Management, LLC | 2,436 | $712.0K | 0.48% | −16−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 2,445 | $714.6K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,457 | $718.2K | 0.27% | +21+0.9% | Added |
| PGGM Investments | 2,476 | $724.0K | 0.01% | +954+62.7% | Added |
| LaFleur & Godfrey LLC | 2,481 | $725.2K | 0.12% | −100−3.9% | Reduced |
| Eqis Capital Management, Inc. | 2,483 | $725.7K | 0.09% | +651+35.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,494 | $729.0K | 0.12% | −93−3.6% | Reduced |
| Caas Capital Management LP | 2,500 | $730.7K | 0.16% | +2,500 | New |
| Stone Run Capital, LLC | 2,502 | $731.3K | 0.36% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,503 | $731.6K | 0.44% | +90+3.7% | Added |
| Joel Isaacson & Co., LLC | 2,508 | $733.1K | 0.05% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,515 | $735.1K | 0.04% | +178+7.6% | Added |
| Schrum Private Wealth Management LLC | 2,519 | $736.3K | 0.84% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,540 | $742.4K | 0.08% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 2,543 | $743.3K | 0.02% | −75−2.9% | Reduced |
| Columbia Trust Co 01012016 | 2,548 | $744.8K | 0.43% | −10−0.4% | Reduced |
| Conning Inc. | 2,555 | $746.8K | 0.03% | −30−1.2% | Reduced |
| FourThought Financial Partners, LLC | 2,569 | $750.9K | 0.10% | −143−5.3% | Reduced |
| KCM Investment Advisors LLC | 2,572 | $751.8K | 0.03% | +30+1.2% | Added |
| Mirador Capital Partners LP | 2,579 | $753.8K | 0.17% | +267+11.5% | Added |
| Comgest Global Investors S.A.S. | 2,592 | $757.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,596 | $758.8K | 0.08% | +213+8.9% | Added |
| Institute for Wealth Management, LLC. | 2,634 | $769.9K | 0.14% | −27−1.0% | Reduced |
| Heartland Bank & Trust Co | 2,634 | $769.9K | 0.61% | +395+17.6% | Added |
| Hollencrest Capital Management | 2,642 | $772.2K | 0.09% | −64−2.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,643 | $772.5K | 0.07% | +800+43.4% | Added |
| First United Bank Trust | 2,653 | $775.4K | 0.36% | +183+7.4% | Added |
| Clarius Group, LLC | 2,664 | $778.7K | 0.07% | −647−19.5% | Reduced |
| Proequities, Inc. | 2,696 | $788.0K | 0.06% | −214−7.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,710 | $792.1K | 0.42% | −105−3.7% | Reduced |
| Insight Inv LLC | 2,920 | $798.5K | 0.88% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,738 | $800.3K | 0.10% | +1,494+120.1% | Added |
| Granite Bay Wealth Management, LLC | 2,583 | $807.0K | 0.01% | +2,583 | New |
| Liberty One Investment Management, LLC | 2,763 | $807.6K | 0.12% | −59−2.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,775 | $811.1K | 0.05% | −50−1.8% | Reduced |
| Sunbelt Securities, Inc. | 2,780 | $812.6K | 0.11% | +16+0.6% | Added |
| Flagship Harbor Advisors, LLC | 2,783 | $813.4K | 0.07% | +113+4.2% | Added |
| Qtron Investments LLC | 2,786 | $814.3K | 0.16% | −784−22.0% | Reduced |
| Checchi Capital Advisers, LLC | 2,805 | $819.9K | 0.08% | −92−3.2% | Reduced |
| Oak Harvest Investment Services | 2,825 | $825.7K | 0.17% | +882+45.4% | Added |
| Scotia Capital Inc. | 2,872 | $839.5K | 0.01% | −367−11.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,883 | $842.7K | 0.10% | −7−0.2% | Reduced |
| Leavell Investment Management, Inc. | 2,905 | $849.0K | 0.06% | +6+0.2% | Added |
| Evergreen Capital Management LLC | 2,909 | $850.3K | 0.04% | −108−3.6% | Reduced |
| Private Wealth Partners, LLC | 2,910 | $850.6K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,133 | $853.4K | 0.09% | −908−22.5% | Reduced |
| Wealth Alliance | 2,943 | $860.1K | 0.14% | −492−14.3% | Reduced |
| Ontario Teachers Pension Plan Board | 2,953 | $863.1K | 0.01% | +718+32.1% | Added |
| Albion Financial Group | 3,000 | $876.9K | 0.08% | 00.0% | Unchanged |