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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 2,457 | $718.2K | 0.27% | +21+0.9% | Added |
| Clarkston Capital Partners, LLC | 2,445 | $714.6K | 0.01% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,436 | $712.0K | 0.48% | −16−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,430 | $710.3K | 0.09% | +396+19.5% | Added |
| SRS Capital Advisors, Inc. | 2,419 | $707.1K | 0.09% | +1,511+166.4% | Added |
| Ronald Blue Trust, Inc. | 2,052 | $702.0K | 0.01% | +521+34.0% | Added |
| Stonegate Investment Group, LLC | 2,399 | $701.2K | 0.03% | −8−0.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,357 | $698.0K | 0.36% | +1,157+96.4% | Added |
| Himension Fund | 2,381 | $695.9K | 0.07% | +2,381 | New |
| Wedmont Private Capital | 2,363 | $695.9K | 0.07% | +287+13.8% | Added |
| Rothschild Investment Corp | 2,373 | $694.0K | 0.06% | +198+9.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,370 | $693.4K | 0.00% | −84,915−97.3% | Reduced |
| Waldron Private Wealth LLC | 2,341 | $684.3K | 0.04% | −69−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,338 | $683.4K | 0.06% | −1,215−34.2% | Reduced |
| Virtue Capital Management, LLC | 2,043 | $682.1K | 0.12% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,311 | $675.5K | 0.14% | +189+8.9% | Added |
| Douglass Winthrop Advisors, LLC | 2,309 | $674.9K | 0.02% | −325−12.3% | Reduced |
| Pinnacle Associates Ltd | 2,301 | $672.6K | 0.01% | +35+1.5% | Added |
| Wambolt & Associates, LLC | 2,273 | $670.5K | 0.24% | −177−7.2% | Reduced |
| Howard Capital Management Group, LLC | 2,287 | $668.5K | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,270 | $663.5K | 0.03% | −23−1.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,432 | $662.9K | 0.04% | −175−6.7% | Reduced |
| Martin Currie Ltd | 2,265 | $662.0K | 0.02% | +338+17.5% | Added |
| OneAscent Wealth Management LLC | 2,257 | $660.0K | 0.29% | −155−6.4% | Reduced |
| Bellecapital International Ltd. | 2,253 | $658.5K | 0.17% | +9+0.4% | Added |
| EagleClaw Capital Managment, LLC | 2,250 | $657.7K | 0.15% | 00.0% | Unchanged |
| Eastern Bank | 2,244 | $655.9K | 0.03% | +2,244 | New |
| We Are One Seven, LLC | 2,238 | $654.1K | 0.05% | −244−9.8% | Reduced |
| Diligent Investors, LLC | 2,233 | $652.7K | 0.20% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,218 | $648.3K | 0.39% | −384−14.8% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $646.0K | 0.34% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,174 | $643.8K | 0.08% | −129−5.6% | Reduced |
| Avitas Wealth Management LLC | 2,202 | $643.6K | 0.12% | −71−3.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $642.2K | 0.06% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,174 | $636.0K | 0.03% | +1,439+195.8% | Added |
| Balentine LLC | 2,168 | $633.7K | 0.02% | −18−0.8% | Reduced |
| Western Pacific Wealth Management, LP | 2,161 | $631.6K | 0.52% | +104+5.1% | Added |
| 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 |
| JGP Global Gestao de Recursos Ltda. | 2,153 | $629.3K | 0.40% | −23−1.1% | Reduced |
| Central Trust Co | 2,151 | $628.7K | 0.02% | −253−10.5% | Reduced |
| Ancora Advisors, LLC | 2,143 | $626.4K | 0.02% | −148−6.5% | Reduced |
| Harrington Investments, INC | 2,131 | $622.9K | 0.43% | −24−1.1% | Reduced |
| Alpha Family Trust | 2,125 | $621.1K | 0.47% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 2,121 | $619.9K | 0.41% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,115 | $618.2K | 0.03% | −258−10.9% | Reduced |
| International Assets Investment Management, LLC | 2,116 | $616.7K | 0.08% | +275+14.9% | Added |
| BTC Capital Management, Inc. | 2,085 | $609.4K | 0.07% | −97−4.4% | Reduced |
| Cannell Peter B & Co Inc | 2,075 | $606.5K | 0.02% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,072 | $606.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 2,068 | $604.5K | 0.03% | −86−4.0% | Reduced |
| Verdence Capital Advisors LLC | 2,065 | $603.6K | 0.07% | −234−10.2% | Reduced |
| First Foundation Advisors | 2,060 | $602.1K | 0.03% | −7,102−77.5% | Reduced |
| Rowland & Co Investment Counsel | 2,052 | $599.8K | 0.15% | −50−2.4% | Reduced |
| Park Place Capital Corp | 2,051 | $599.5K | 0.18% | −295−12.6% | Reduced |
| Michael B. Yongue | 2,051 | $599.5K | 0.58% | −72−3.4% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $597.4K | 0.52% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,041 | $596.6K | 0.00% | +2,041 | New |
| Penobscot Investment Management Company, Inc. | 2,040 | $596.3K | 0.08% | +1,365+202.2% | Added |
| J.W. Cole Advisors, Inc. | 2,040 | $596.1K | 0.04% | +156+8.3% | Added |
| 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 |
| Spears Abacus Advisors LLC | 2,010 | $587.5K | 0.05% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,002 | $585.2K | 0.06% | +2,002 | New |
| Clal Insurance Enterprises Holdings Ltd | 2,000 | $585.0K | 0.01% | −1,000−33.3% | Reduced |
| Manchester Capital Management LLC | 1,980 | $578.7K | 0.09% | +1+0.1% | Added |
| IPG Investment Advisors LLC | 1,973 | $576.7K | 0.13% | −512−20.6% | Reduced |
| Penserra Capital Management LLC | 1,970 | $575.0K | 0.01% | −1,071−35.2% | Reduced |
| Midwest Professional Planners, LTD. | 1,966 | $574.6K | 0.26% | +242+14.0% | Added |
| SeaCrest Wealth Management, LLC | 1,959 | $572.6K | 0.07% | +8+0.4% | Added |
| Guardian Wealth Advisors, LLC | 1,955 | $571.4K | 0.10% | +29+1.5% | Added |
| Ballentine Partners, LLC | 1,947 | $569.1K | 0.01% | −34−1.7% | Reduced |
| Camden Capital, LLC | 1,947 | $569.0K | 0.07% | +129+7.1% | Added |
| Centaurus Financial, Inc. | 1,945 | $569.0K | 0.05% | −139−6.7% | Reduced |
| 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 |
| Forum Financial Management, LP | 1,941 | $567.3K | 0.01% | +47+2.5% | Added |
| Machina Capital S.A.S. | 1,938 | $566.5K | 0.32% | +1,938 | New |
| Centennial Bank | 1,932 | $564.7K | 0.39% | −212−9.9% | Reduced |
| PFG Investments, LLC | 1,923 | $562.1K | 0.11% | +26+1.4% | Added |
| Monetary Management Group Inc | 1,915 | $559.7K | 0.19% | +145+8.2% | Added |
| Ellevest, Inc. | 1,906 | $557.1K | 0.04% | +71+3.9% | Added |
| Perennial Investment Advisors, LLC | 1,902 | $555.9K | 0.10% | −50−2.6% | Reduced |
| Connectus Wealth, LLC | 1,892 | $553.2K | 0.01% | −11−0.6% | Reduced |
| Mendel Money Management | 1,889 | $552.1K | 0.30% | +365+24.0% | Added |
| Tilt Investment Management Holdings, PBC | 1,867 | $545.7K | 0.39% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,863 | $544.5K | 0.09% | +51+2.8% | Added |
| Global Retirement Partners, LLC | 1,852 | $537.6K | 0.03% | +167+9.9% | Added |
| Baker Tilly Wealth Management, LLC | 1,831 | $535.2K | 0.09% | −3,489−65.6% | Reduced |
| Chesapeake Wealth Management | 1,804 | $527.3K | 0.22% | +828+84.8% | Added |
| Navalign, LLC | 1,800 | $526.1K | 0.20% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,800 | $526.0K | 0.07% | +100+5.9% | Added |
| Patron Partners Advisors, LLC | 1,785 | $521.7K | 0.38% | +33+1.9% | Added |
| Ellerson Group Inc | 1,770 | $517.4K | 0.48% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,764 | $515.7K | 0.03% | +62+3.6% | Added |
| Covenant Partners, LLC | 1,760 | $514.4K | 0.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,759 | $514.1K | 0.02% | +480+37.5% | Added |
| Missouri Trust & Investment Co | 1,755 | $513.0K | 0.23% | 00.0% | Unchanged |
| Park National Corp | 1,750 | $511.5K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,744 | $509.8K | 0.17% | +153+9.6% | Added |