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 |
|---|---|---|---|---|---|
| PKO Investment Management Joint-Stock Co | 3,000 | $876.9K | 0.12% | +1,000+50.0% | Added |
| First National Trust Co | 3,012 | $880.4K | 0.04% | +403+15.4% | Added |
| Venture Visionary Partners LLC | 3,015 | $881.3K | 0.05% | −39−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 3,017 | $881.9K | 0.10% | −755−20.0% | Reduced |
| Avestar Capital, LLC | 3,033 | $886.5K | 0.14% | +113+3.9% | Added |
| Smith, Salley & Associates | 3,051 | $891.7K | 0.07% | +6+0.2% | Added |
| Suvretta Capital Management, LLC | 3,070 | $897.3K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,081 | $901.0K | 0.16% | −1,135−26.9% | Reduced |
| Versor Investments LP | 3,100 | $906.1K | 0.18% | +3,100 | New |
| Kingswood Wealth Advisors, LLC | 2,828 | $907.0K | 0.16% | +2,828 | New |
| Hemington Wealth Management | 3,109 | $908.0K | 0.43% | −54−1.7% | Reduced |
| Country Club Bank | 3,070 | $909.2K | 0.07% | −53−1.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,126 | $913.7K | 0.12% | +744+31.2% | Added |
| Quadrant Capital Group LLC | 3,131 | $915.2K | 0.09% | +96+3.2% | Added |
| Money Concepts Capital Corp | 3,157 | $922.5K | 0.10% | +112+3.7% | Added |
| Bartlett & Co. LLC | 3,169 | $926.0K | 0.02% | −129−3.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,169 | $926.3K | 0.02% | −129−3.9% | Reduced |
| Summit Financial, LLC | 3,187 | $931.4K | 0.07% | +665+26.4% | Added |
| Field & Main Bank | 3,192 | $932.9K | 0.44% | +5+0.2% | Added |
| Circle Wealth Management, LLC | 3,223 | $942.1K | 0.02% | +520+19.2% | Added |
| Gilbert & Cook, Inc. | 3,226 | $942.9K | 0.15% | +1,049+48.2% | Added |
| Savant Capital, LLC | 3,302 | $965.1K | 0.01% | +298+9.9% | Added |
| Sendero Wealth Management, LLC | 3,345 | $977.7K | 0.21% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,348 | $978.6K | 0.20% | +3,348 | New |
| Leonteq Securities AG | 3,368 | $984.4K | 0.10% | +1,534+83.6% | Added |
| Synovus Financial Corp | 3,377 | $987.1K | 0.01% | −6,501−65.8% | Reduced |
| Strategic Blueprint, LLC | 3,399 | $993.5K | 0.09% | +31+0.9% | Added |
| Syon Capital LLC | 3,419 | $999.3K | 0.12% | +3,419 | New |
| Vaughan Nelson Investment Management, L.P. | 3,425 | $1.00M | 0.01% | +1,295+60.8% | Added |
| SWS Partners | 3,437 | $1.00M | 0.37% | +18+0.5% | Added |
| Centiva Capital, LP | 3,454 | $1.01M | 0.05% | +3,454 | New |
| Bedel Financial Consulting, Inc. | 3,481 | $1.02M | 0.21% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 3,481 | $1.02M | 0.21% | +3,481 | New |
| Geller Advisors LLC | 3,488 | $1.02M | 0.12% | −116−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,492 | $1.02M | 0.05% | +567+19.4% | Added |
| Brandywine Managers, LLC | 3,495 | $1.02M | 1.72% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,516 | $1.03M | 0.33% | +3,516 | New |
| Western Wealth Management, LLC | 3,520 | $1.03M | 0.09% | +487+16.1% | Added |
| 180 Wealth Advisors, LLC | 3,530 | $1.03M | 0.23% | −22−0.6% | Reduced |
| Flputnam Investment Management Co | 3,532 | $1.03M | 0.03% | +166+4.9% | Added |
| Ritholtz Wealth Management | 3,546 | $1.04M | 0.05% | +708+24.9% | Added |
| Monticello Wealth Management, LLC | 3,577 | $1.05M | 0.10% | +2,980+499.2% | Added |
| FDx Advisors, Inc. | 3,583 | $1.05M | 0.09% | −1,967−35.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,583 | $1.05M | 0.83% | −26−0.7% | Reduced |
| Bryn Mawr Trust Co | 3,603 | $1.05M | 0.05% | −13−0.4% | Reduced |
| Merit Financial Group, LLC | 3,643 | $1.06M | 0.03% | +208+6.1% | Added |
| La Financiere de L'Echiquier | 3,655 | $1.07M | 0.06% | −455−11.1% | Reduced |
| Institutional & Family Asset Management, LLC | 3,704 | $1.08M | 0.18% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 3,720 | $1.09M | 0.59% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,743 | $1.09M | 0.25% | −482−11.4% | Reduced |
| AlphaCentric Advisors LLC | 3,750 | $1.10M | 0.62% | −1,250−25.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,762 | $1.10M | 0.23% | +3,762 | New |
| Stevens Capital Management LP | 3,763 | $1.10M | 0.32% | +3,763 | New |
| Kestra Private Wealth Services, LLC | 3,767 | $1.10M | 0.03% | +395+11.7% | Added |
| Westmount Partners, LLC | 3,775 | $1.10M | 0.49% | −14−0.4% | Reduced |
| Next Century Growth Investors LLC | 3,831 | $1.12M | 0.12% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,861 | $1.13M | 0.30% | +1,838+90.9% | Added |
| Segment Wealth Management, LLC | 3,883 | $1.13M | 0.12% | +515+15.3% | Added |
| Wealthcare Advisory Partners LLC | 3,886 | $1.14M | 0.05% | +31+0.8% | Added |
| Boston Financial Mangement LLC | 3,888 | $1.14M | 0.04% | +75+2.0% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $1.14M | 0.28% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,892 | $1.14M | 0.09% | +156+4.2% | Added |
| Kingsview Wealth Management, LLC | 3,928 | $1.15M | 0.04% | +420+12.0% | Added |
| Summit Trail Advisors, LLC | 3,930 | $1.15M | 0.04% | −419−9.6% | Reduced |
| Hilltop Holdings Inc. | 3,955 | $1.16M | 0.14% | +324+8.9% | Added |
| Traynor Capital Management, Inc. | 3,957 | $1.16M | 0.15% | +912+30.0% | Added |
| Legacy Bridge, LLC | 3,957 | $1.16M | 0.82% | +3,697+1,421.9% | Added |
| Crestwood Advisors Group LLC | 3,989 | $1.17M | 0.03% | +2,368+146.1% | Added |
| Altfest L J & Co Inc | 3,993 | $1.17M | 0.18% | +367+10.1% | Added |
| CNB Bank | 4,009 | $1.17M | 0.69% | +223+5.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,025 | $1.18M | 0.09% | +4,025 | New |
| Trust Asset Management LLC | 4,051 | $1.18M | 0.13% | 00.0% | Unchanged |
| McRae Capital Management Inc | 4,065 | $1.19M | 0.35% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,076 | $1.19M | 0.19% | +1,628+66.5% | Added |
| Anchor Investment Management, LLC | 4,086 | $1.19M | 0.16% | +167+4.3% | Added |
| Horizon Investments, LLC | 4,099 | $1.20M | 0.04% | +131+3.3% | Added |
| CoreCap Advisors, LLC | 4,103 | $1.20M | 0.09% | +4,103 | New |
| Cubist Systematic Strategies, LLC | 4,109 | $1.20M | 0.01% | −1,532−27.2% | Reduced |
| Argent Trust Co | 4,122 | $1.20M | 0.07% | −25−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,138 | $1.21M | 0.02% | +271+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,145 | $1.21M | 0.01% | −92−2.2% | Reduced |
| E Fund Management Co., Ltd. | 4,159 | $1.22M | 0.09% | +631+17.9% | Added |
| Clear Harbor Asset Management, LLC | 4,162 | $1.22M | 0.13% | +262+6.7% | Added |
| Grandfield & Dodd, LLC | 4,172 | $1.22M | 0.09% | −100−2.3% | Reduced |
| Fort Washington Investment Advisors Inc | 4,196 | $1.23M | 0.01% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 4,255 | $1.24M | 0.14% | +4,255 | New |
| Stock Yards Bank & Trust Co | 4,266 | $1.25M | 0.05% | −1,293−23.3% | Reduced |
| Doliver Advisors, LP | 4,278 | $1.25M | 0.38% | +80+1.9% | Added |
| Laurion Capital Management LP | 4,284 | $1.25M | 0.03% | +3,660+586.5% | Added |
| Conway Capital Management, Inc. | 4,294 | $1.26M | 0.92% | −25−0.6% | Reduced |
| Howland Capital Management LLC | 4,326 | $1.26M | 0.07% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 4,361 | $1.27M | 1.20% | +477+12.3% | Added |
| Eastover Investment Advisors LLC | 4,394 | $1.28M | 0.77% | +126+3.0% | Added |
| Axq Capital, LP | 4,400 | $1.29M | 0.45% | +4,400 | New |
| WoodTrust Financial Corp | 4,422 | $1.29M | 0.25% | +162+3.8% | Added |
| Capstone Investment Advisors, LLC | 4,459 | $1.30M | 0.03% | +4,459 | New |
| Malaga Cove Capital, LLC | 4,463 | $1.30M | 0.60% | +407+10.0% | Added |
| Alerus Financial NA | 4,481 | $1.31M | 0.12% | −186−4.0% | Reduced |
| Alhambra Investment Partners LLC | 4,500 | $1.32M | 0.87% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,545 | $1.33M | 0.15% | +140+3.2% | Added |