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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 4,555 | $1.33M | 0.01% | +1,010+28.5% | Added |
| Trust Co of Vermont | 4,584 | $1.34M | 0.09% | −56−1.2% | Reduced |
| Prelude Capital Management, LLC | 4,588 | $1.34M | 0.12% | +1,331+40.9% | Added |
| Schechter Investment Advisors, LLC | 4,598 | $1.34M | 0.13% | +150+3.4% | Added |
| Angeles Wealth Management, LLC | 4,599 | $1.34M | 0.19% | −10.0% | Reduced |
| South Dakota Investment Council | 4,659 | $1.36M | 0.03% | −300−6.0% | Reduced |
| RMB Capital Management, LLC | 4,676 | $1.37M | 0.05% | −10.0% | Reduced |
| Cetera Advisors LLC | 4,680 | $1.37M | 0.02% | −2,034−30.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,715 | $1.38M | 0.14% | +2,714+135.6% | Added |
| Meeder Advisory Services, Inc. | 4,761 | $1.39M | 0.17% | −934−16.4% | Reduced |
| Canandaigua National Bank & Trust Co | 4,775 | $1.40M | 0.23% | −154−3.1% | Reduced |
| Northern Oak Wealth Management Inc | 4,792 | $1.40M | 0.17% | −18−0.4% | Reduced |
| Accurate Wealth Management, LLC | 5,094 | $1.40M | 0.44% | +199+4.1% | Added |
| Equitable Holdings, Inc. | 4,808 | $1.41M | 0.02% | +912+23.4% | Added |
| Texas Yale Capital Corp. | 4,885 | $1.43M | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,891 | $1.43M | 0.11% | +373+8.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.45M | 0.61% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,217 | $1.45M | 0.34% | +3,217 | New |
| Davenport & Co LLC | 4,963 | $1.45M | 0.01% | +1,804+57.1% | Added |
| Snow Lake Management LP | 5,000 | $1.46M | 1.62% | +5,000 | New |
| Fund Management at Engine No. 1 LLC | 5,025 | $1.47M | 0.23% | +463+10.1% | Added |
| Kampmann Melissa S. | 5,049 | $1.48M | 1.42% | +5,049 | New |
| Reynders McVeigh Capital Management, LLC | 5,058 | $1.48M | 0.10% | −6−0.1% | Reduced |
| PAX Financial Group, LLC | 5,066 | $1.48M | 0.34% | +103+2.1% | Added |
| Stiles Financial Services Inc | 5,075 | $1.48M | 0.77% | +185+3.8% | Added |
| Sepio Capital, LP | 5,123 | $1.50M | 0.13% | +94+1.9% | Added |
| Perigon Wealth Management, LLC | 5,150 | $1.51M | 0.06% | +120+2.4% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 5,200 | $1.52M | 1.23% | 00.0% | Unchanged |
| F/M Investments LLC | 5,213 | $1.52M | 1.14% | −123−2.3% | Reduced |
| MAI Capital Management | 5,260 | $1.54M | 0.02% | +1,421+37.0% | Added |
| Sequoia Financial Advisors, LLC | 5,261 | $1.54M | 0.03% | −968−15.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,262 | $1.54M | 0.07% | −524−9.1% | Reduced |
| Whitener Capital Management, Inc. | 5,269 | $1.54M | 0.62% | +30+0.6% | Added |
| Everett Harris & Co | 5,278 | $1.54M | 0.02% | −305−5.5% | Reduced |
| Altman Advisors, Inc. | 5,325 | $1.56M | 0.97% | +5,325 | New |
| HBK Sorce Advisory LLC | 5,343 | $1.56M | 0.07% | +7+0.1% | Added |
| Capital Asset Advisory Services LLC | 5,547 | $1.56M | 0.11% | +625+12.7% | Added |
| Redmond Asset Management, LLC | 5,355 | $1.57M | 0.56% | −10.0% | Reduced |
| UniSuper Management Pty Ltd | 5,361 | $1.57M | 0.02% | −589−9.9% | Reduced |
| Churchill Management Corp | 5,382 | $1.57M | 0.03% | −1,324−19.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,403 | $1.58M | 0.35% | −3,413−38.7% | Reduced |
| Alaethes Wealth LLC | 5,420 | $1.58M | 0.87% | −213−3.8% | Reduced |
| HB Wealth Management, LLC | 5,480 | $1.60M | 0.03% | +1,694+44.7% | Added |
| King Luther Capital Management Corp | 5,492 | $1.61M | 0.01% | −510−8.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,500 | $1.61M | 1.13% | +3,800+223.5% | Added |
| Intellectus Partners, LLC | 5,510 | $1.61M | 0.51% | +100+1.8% | Added |
| Riverpark Capital Management LLC | 5,538 | $1.62M | 2.93% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,585 | $1.63M | 0.06% | −138−2.4% | Reduced |
| Verition Fund Management LLC | 5,604 | $1.64M | 0.02% | +814+17.0% | Added |
| Balboa Wealth Partners | 5,619 | $1.64M | 0.62% | +180+3.3% | Added |
| First Horizon Advisors, Inc. | 5,635 | $1.65M | 0.06% | −44−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,668 | $1.66M | 0.11% | +392+7.4% | Added |
| Headlands Technologies LLC | 5,678 | $1.66M | 0.82% | +3,259+134.7% | Added |
| Cookson Peirce & Co Inc | 5,689 | $1.66M | 0.11% | +373+7.0% | Added |
| STF Management LP | 5,734 | $1.68M | 0.89% | +3,540+161.3% | Added |
| Old National Bancorp | 5,769 | $1.69M | 0.05% | −819−12.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,803 | $1.70M | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,818 | $1.70M | 0.08% | +44+0.8% | Added |
| DFPG Investments, LLC | 6,246 | $1.70M | 0.16% | +2,522+67.7% | Added |
| Claret Asset Management Corp | 5,951 | $1.74M | 0.34% | −15−0.3% | Reduced |
| Engineers Gate Manager LP | 5,989 | $1.75M | 0.06% | +5,145+609.6% | Added |
| Vident Advisory, LLC | 6,027 | $1.76M | 0.05% | +6,027 | New |
| Comerica Securities,inc. | 6,038 | $1.76M | 0.15% | +538+9.8% | Added |
| Berger Financial Group, Inc | 6,086 | $1.78M | 0.20% | +1,252+25.9% | Added |
| Court Place Advisors, LLC | 6,110 | $1.79M | 0.63% | +6,110 | New |
| China Universal Asset Management Co., Ltd. | 6,120 | $1.79M | 0.52% | −364−5.6% | Reduced |
| Empowered Funds, LLC | 6,138 | $1.79M | 0.05% | +507+9.0% | Added |
| Signaturefd, LLC | 6,151 | $1.80M | 0.05% | +162+2.7% | Added |
| IMA Wealth, Inc. | 6,180 | $1.81M | 0.47% | −73−1.2% | Reduced |
| Tower View Investment Management & Research LLC | 6,198 | $1.81M | 1.27% | +20+0.3% | Added |
| Keebeck Wealth Management, LLC | 6,212 | $1.82M | 0.32% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6,347 | $1.85M | 0.20% | +99+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,370 | $1.86M | 0.18% | +6,370 | New |
| Legacy Wealth Asset Management, LLC | 6,479 | $1.89M | 0.70% | −281−4.2% | Reduced |
| Wetherby Asset Management Inc | 6,481 | $1.89M | 0.11% | +266+4.3% | Added |
| Diametric Capital, LP | 6,510 | $1.90M | 0.80% | +2,035+45.5% | Added |
| Harbor Capital Advisors, Inc. | 6,640 | $1.94M | 0.42% | +57+0.9% | Added |
| PFG Advisors | 6,642 | $1.94M | 0.17% | −47−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,742 | $1.97M | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,778 | $1.98M | 0.11% | +1,545+29.5% | Added |
| Brookstone Capital Management | 7,259 | $1.98M | 0.04% | +5,337+277.7% | Added |
| Kornitzer Capital Management Inc | 6,799 | $1.99M | 0.04% | +52+0.8% | Added |
| Diversified Trust Co | 6,802 | $1.99M | 0.08% | +189+2.9% | Added |
| Derbend Asset Management | 6,809 | $1.99M | 1.36% | −315−4.4% | Reduced |
| Scott & Selber, Inc. | 6,904 | $2.02M | 0.84% | −17−0.2% | Reduced |
| RiverPark Advisors, LLC | 6,922 | $2.02M | 1.82% | −882−11.3% | Reduced |
| Independent Financial Group, LLC | 6,943 | $2.03M | 0.13% | −141−2.0% | Reduced |
| Allworth Financial LP | 7,018 | $2.05M | 0.02% | +367+5.5% | Added |
| Wisconsin Capital Management LLC | 7,027 | $2.05M | 1.36% | +457+7.0% | Added |
| Canal Capital Management, LLC | 7,071 | $2.07M | 0.42% | −327−4.4% | Reduced |
| Legato Capital Management LLC | 7,098 | $2.07M | 0.30% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,098 | $2.07M | 0.01% | +4+0.1% | Added |
| VGI Partners Ltd | 7,200 | $2.10M | 0.47% | −7,600−51.4% | Reduced |
| Burns J W & Co Inc | 7,246 | $2.12M | 0.34% | +810+12.6% | Added |
| Nilsine Partners, LLC | 7,260 | $2.12M | 0.32% | +107+1.5% | Added |
| Strategic Advocates LLC | 7,302 | $2.13M | 1.00% | +7,302 | New |
| Hodges Capital Management Inc. | 7,384 | $2.16M | 0.26% | +270+3.8% | Added |
| Simplify Asset Management Inc. | 7,421 | $2.17M | 0.36% | +1,308+21.4% | Added |
| Intrust Bank NA | 7,432 | $2.17M | 0.28% | −19−0.3% | Reduced |
| National Asset Management, Inc. | 7,466 | $2.18M | 0.06% | +659+9.7% | Added |