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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 1,743 | $509.5K | 0.12% | −25−1.4% | Reduced |
| AtonRa Partners | 1,736 | $507.4K | 1.06% | −40−2.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,796 | $507.3K | 0.03% | +1,007+127.6% | Added |
| Impax Asset Management Group plc | 1,733 | $506.5K | 0.00% | −30−1.7% | Reduced |
| Credential Qtrade Securities Inc. | 1,727 | $504.8K | 0.03% | +24+1.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,719 | $502.4K | 0.06% | +11+0.6% | Added |
| Heritage Trust Co | 1,719 | $502.4K | 0.08% | −82−4.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $502.2K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,715 | $501.3K | 0.01% | +34+2.0% | Added |
| Great Valley Advisor Group, Inc. | 1,715 | $501.0K | 0.02% | +125+7.9% | Added |
| Clare Market Investments LLC | 1,710 | $499.8K | 0.20% | +326+23.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,702 | $497.5K | 0.01% | +37+2.2% | Added |
| Richard W. Paul & Associates, LLC | 1,700 | $496.9K | 0.23% | −32−1.8% | Reduced |
| AMG National Trust Bank | 1,698 | $496.3K | 0.02% | +35+2.1% | Added |
| RB Capital Management, LLC | 1,697 | $496.0K | 0.16% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,693 | $494.8K | 0.35% | +162+10.6% | Added |
| Chicago Trust Co NA | 1,692 | $494.6K | 0.12% | −318−15.8% | Reduced |
| Windsor Group LTD | 1,685 | $493.0K | 0.09% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,575 | $491.9K | 0.01% | +1,550+6,200.0% | Added |
| Davis R M Inc | 1,657 | $484.0K | 0.01% | −9−0.5% | Reduced |
| Davy Global Fund Management Ltd | 1,647 | $481.4K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,646 | $481.1K | 0.04% | +332+25.3% | Added |
| Private Portfolio Partners LLC | 1,644 | $480.5K | 0.12% | +5+0.3% | 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 |
| Founders Financial Securities LLC | 1,629 | $476.1K | 0.06% | +144+9.7% | Added |
| Pine Haven Investment Counsel, Inc | 1,625 | $475.0K | 0.49% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,630 | $472.8K | 0.14% | +1,630 | New |
| Main Street Financial Solutions, LLC | 1,613 | $471.5K | 0.07% | −71−4.2% | Reduced |
| Mather Group, LLC. | 1,609 | $470.2K | 0.01% | +456+39.5% | Added |
| Catalyst Financial Partners LLC | 1,606 | $469.4K | 0.15% | +253+18.7% | Added |
| Algert Global LLC | 1,601 | $468.0K | 0.02% | −3,170−66.4% | Reduced |
| Cullinan Associates Inc | 1,600 | $467.7K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,599 | $467.4K | 0.11% | +75+4.9% | Added |
| Essex Financial Services, Inc. | 1,597 | $466.8K | 0.05% | +304+23.5% | Added |
| Waters Parkerson & Co., LLC | 1,596 | $466.0K | 0.03% | −57−3.4% | Reduced |
| First Business Financial Services, Inc. | 1,592 | $465.3K | 0.06% | +59+3.8% | Added |
| 1776 Wealth LLC | 1,590 | $464.7K | 0.25% | 00.0% | Unchanged |
| Change Path, LLC | 1,571 | $459.0K | 0.03% | −1,733−52.5% | Reduced |
| 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 |
| Legacy Financial Advisors, Inc. | 1,558 | $455.4K | 0.09% | +2+0.1% | Added |
| Caldwell Trust Co | 1,557 | $455.1K | 0.06% | +33+2.2% | Added |
| Warren Averett Asset Management, LLC | 1,552 | $453.6K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 1,551 | $453.3K | 0.04% | −13−0.8% | Reduced |
| Silverlake Wealth Management LLC | 1,548 | $452.5K | 0.25% | +380+32.5% | Added |
| Aaron Wealth Advisors | 1,537 | $449.3K | 0.06% | −20−1.3% | Reduced |
| Adviser Investments LLC | 1,535 | $448.7K | 0.01% | +938+157.1% | Added |
| Financial Advocates Investment Management | 1,529 | $446.9K | 0.03% | +31+2.1% | Added |
| Old Mission Capital LLC | 1,522 | $444.9K | 0.01% | −1,764−53.7% | Reduced |
| Proficio Capital Partners LLC | 1,505 | $439.9K | 0.06% | +85+6.0% | Added |
| Integrated Advisors Network LLC | 1,503 | $439.3K | 0.03% | +22+1.5% | Added |
| TSFG, LLC | 1,494 | $437.0K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,488 | $434.8K | 0.02% | −32−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,479 | $432.3K | 0.06% | +89+6.4% | Added |
| Cambridge Advisors Inc. | 1,478 | $432.0K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,476 | $431.7K | 0.02% | −11−0.7% | Reduced |
| Green Alpha Advisors, LLC | 1,459 | $426.5K | 0.33% | −379−20.6% | Reduced |
| Pegasus Partners Ltd. | 1,457 | $425.9K | 0.06% | +258+21.5% | Added |
| CWA Asset Management Group, LLC | 1,457 | $425.9K | 0.03% | +310+27.0% | Added |
| Rehmann Capital Advisory Group | 1,456 | $425.6K | 0.04% | +9+0.6% | Added |
| WSFS Capital Management, LLC | 1,451 | $424.0K | 0.03% | −5−0.3% | Reduced |
| Everhart Financial Group, Inc. | 1,450 | $423.8K | 0.18% | +196+15.6% | Added |
| Citizens Financial Group Inc | 1,448 | $423.2K | 0.02% | +795+121.7% | Added |
| AXS Investments LLC | 1,447 | $422.9K | 0.11% | −398−21.6% | Reduced |
| Clear Creek Financial Management, LLC | 1,446 | $422.7K | 0.07% | +95+7.0% | Added |
| Guardian Financial Partners, LLC | 1,440 | $420.9K | 0.40% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,437 | $420.0K | 0.29% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,434 | $419.1K | 0.08% | +73+5.4% | Added |
| Mitchell Sinkler & Starr | 1,427 | $417.1K | 0.13% | +90+6.7% | Added |
| Matisse Capital | 1,423 | $415.9K | 0.29% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,422 | $415.6K | 0.01% | −2−0.1% | Reduced |
| Mizuho Markets Cayman LP | 1,421 | $415.3K | 0.18% | +1,421 | New |
| Nations Financial Group Inc, | 1,417 | $414.2K | 0.04% | −10−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 1,406 | $411.0K | 0.01% | −100−6.6% | Reduced |
| NBT Bank N A | 1,404 | $410.4K | 0.04% | +1,404 | New |
| Tradition Wealth Management, LLC | 1,404 | $410.0K | 0.05% | +198+16.4% | Added |
| Wolff Wiese Magana LLC | 1,402 | $409.8K | 0.33% | +1,385+8,147.1% | Added |
| Allstate Corp | 1,401 | $409.5K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,398 | $408.6K | 0.02% | −9−0.6% | Reduced |
| Eagle Bay Advisors LLC | 1,398 | $408.6K | 0.19% | +386+38.1% | Added |
| Childress Capital Advisors, LLC | 1,398 | $408.6K | 0.13% | +1,398 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,394 | $407.5K | 0.03% | +89+6.8% | Added |
| V-Square Quantitative Management LLC | 1,394 | $407.5K | 0.18% | +551+65.4% | Added |
| Empower Advisory Group, LLC | 1,390 | $406.3K | 0.00% | −21−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 1,390 | $406.3K | 0.14% | −16−1.1% | Reduced |
| IHT Wealth Management, LLC | 1,383 | $404.1K | 0.02% | −131−8.7% | Reduced |
| WFA of San Diego, LLC | 1,380 | $403.4K | 0.42% | 00.0% | Unchanged |
| Tufton Capital Management | 1,368 | $399.9K | 0.09% | +543+65.8% | Added |
| Avantax Planning Partners, Inc. | 1,364 | $398.7K | 0.02% | +1,364 | New |
| Financial Management Professionals, Inc. | 1,363 | $398.0K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 1,360 | $397.5K | 0.09% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,360 | $397.5K | 0.12% | +153+12.7% | Added |
| Resources Management Corp | 1,350 | $395.0K | 0.06% | −50−3.6% | Reduced |
| Pallas Capital Advisors LLC | 1,522 | $393.4K | 0.02% | +12+0.8% | Added |
| Advisory Research Inc | 1,333 | $389.6K | 0.05% | +84+6.7% | Added |
| SFE Investment Counsel | 1,329 | $388.5K | 0.11% | −90−6.3% | Reduced |
| Tobam | 1,325 | $387.0K | 0.03% | +191+16.8% | Added |
| NorthCrest Asset Manangement, LLC | 1,324 | $387.0K | 0.02% | −16−1.2% | Reduced |
| TCG Advisory Services, LLC | 1,324 | $387.0K | 0.06% | +1,324 | New |