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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 1,318 | $385.2K | 0.04% | +306+30.2% | Added |
| Dark Forest Capital Management LP | 1,306 | $381.7K | 0.03% | +522+66.6% | Added |
| Drive Wealth Management, LLC | 1,305 | $381.4K | 0.14% | −23−1.7% | Reduced |
| PDS Planning, Inc | 1,285 | $375.6K | 0.05% | +24+1.9% | Added |
| Level Four Advisory Services, LLC | 1,270 | $371.2K | 0.02% | −92−6.8% | Reduced |
| Moors & Cabot, Inc. | 1,268 | $370.6K | 0.03% | +270+27.1% | Added |
| Interchange Capital Partners, LLC | 1,259 | $368.3K | 0.29% | +671+114.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,259 | $368.0K | 0.01% | +304+31.8% | Added |
| Clearstead Advisors, LLC | 1,257 | $367.4K | 0.02% | +92+7.9% | Added |
| Jackson Square Capital, LLC | 1,255 | $366.8K | 0.15% | +60+5.0% | Added |
| Sage Mountain Advisors LLC | 1,253 | $366.3K | 0.05% | +90+7.7% | Added |
| Lion Street Advisors, LLC | 1,249 | $365.1K | 0.12% | +214+20.7% | Added |
| Naples Global Advisors, LLC | 1,233 | $360.4K | 0.04% | −5−0.4% | Reduced |
| Wade G W & Inc | 1,223 | $357.0K | 0.01% | +196+19.1% | Added |
| Clifford Swan Investment Counsel LLC | 1,220 | $356.6K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,215 | $355.1K | 0.10% | +604+98.9% | Added |
| Keel Point, LLC | 1,214 | $354.8K | 0.05% | −5−0.4% | Reduced |
| Investmark Advisory Group LLC | 1,213 | $354.5K | 0.24% | −2−0.2% | Reduced |
| Stokes Family Office, LLC | 1,212 | $354.3K | 0.04% | +59+5.1% | Added |
| Planning Center, Inc. | 1,207 | $352.8K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,206 | $352.5K | 0.03% | +1,206 | New |
| Advisors Capital Management, LLC | 1,199 | $351.0K | 0.01% | +61+5.4% | Added |
| Yarbrough Capital, LLC | 1,190 | $347.8K | 0.02% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 1,189 | $347.5K | 0.08% | −49−4.0% | Reduced |
| Principle Wealth Partners LLC | 1,188 | $347.2K | 0.03% | +37+3.2% | Added |
| Capital Market Strategies LLC | 1,201 | $345.9K | 0.35% | +174+16.9% | Added |
| Apriem Advisors | 1,183 | $345.8K | 0.05% | −12−1.0% | Reduced |
| NorthRock Partners, LLC | 1,182 | $345.5K | 0.04% | −29−2.4% | Reduced |
| LJI Wealth Management, LLC | 1,181 | $345.2K | 0.10% | −187−13.7% | Reduced |
| Ropes Wealth Advisors LLC | 1,174 | $343.1K | 0.07% | −39−3.2% | Reduced |
| Bessemer Securities LLC | 1,175 | $343.0K | 0.47% | −726−38.2% | Reduced |
| Hall Laurie J Trustee | 1,175 | $343.0K | 0.15% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,172 | $342.6K | 0.17% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,167 | $341.1K | 0.08% | −26−2.2% | Reduced |
| Brevan Howard Capital Management LP | 1,165 | $340.5K | 0.10% | +1,165 | New |
| Humankind Investments LLC | 1,160 | $339.1K | 0.14% | +90+8.4% | Added |
| Wealth Management Associates, Inc. | 1,156 | $337.9K | 0.20% | +208+21.9% | Added |
| Great Diamond Partners, LLC | 1,153 | $337.0K | 0.09% | −7−0.6% | Reduced |
| Caxton Associates LP | 1,151 | $336.4K | 0.05% | −8,849−88.5% | Reduced |
| Wesbanco Bank Inc | 1,146 | $335.0K | 0.01% | +397+53.0% | Added |
| Prosperity Wealth Management, Inc. | 1,145 | $334.7K | 0.22% | +60+5.5% | Added |
| Values First Advisors, Inc. | 1,140 | $333.2K | 0.22% | −623−35.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,121 | $332.0K | 0.01% | −1,884−62.7% | Reduced |
| Alphadyne Asset Management LP | 1,135 | $331.7K | 0.16% | +1,135 | New |
| TRUE Private Wealth Advisors | 1,134 | $331.5K | 0.05% | +25+2.3% | Added |
| Contravisory Investment Management, Inc. | 1,132 | $330.9K | 0.09% | +1,132 | New |
| Oversea-Chinese Banking CORP Ltd | 1,126 | $329.1K | 0.02% | +401+55.3% | Added |
| Norris Perne & French LLP | 1,125 | $328.8K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,125 | $328.8K | 0.05% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,123 | $328.2K | 0.18% | −15−1.3% | Reduced |
| Ullmann Financial Group, Inc. | 1,123 | $328.2K | 0.06% | +136+13.8% | Added |
| Symmetry Partners, LLC | 1,123 | $328.0K | 0.02% | −209−15.7% | Reduced |
| Kapstone Financial Advisors LLC | 1,122 | $327.9K | 0.30% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,121 | $327.7K | 0.13% | +1+0.1% | Added |
| ZWJ Investment Counsel Inc | 1,117 | $326.5K | 0.02% | +171+18.1% | Added |
| TD Private Client Wealth LLC | 1,116 | $326.2K | 0.01% | +264+31.0% | Added |
| Sittner & Nelson, LLC | 1,109 | $324.1K | 0.19% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,110 | $324.0K | 0.08% | +171+18.2% | Added |
| Cypress Capital Group | 1,107 | $323.6K | 0.05% | +1,107 | New |
| High Pines Wealth Management, LLC | 1,105 | $323.1K | 0.53% | −32−2.8% | Reduced |
| J. W. Coons Advisors, LLC | 1,104 | $322.7K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,103 | $322.4K | 0.04% | +15+1.4% | Added |
| Bailard, Inc. | 1,096 | $320.4K | 0.01% | −250−18.6% | Reduced |
| Financial Perspectives, Inc | 1,091 | $318.9K | 0.15% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,095 | $317.9K | 0.11% | −5−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,087 | $317.7K | 0.04% | +124+12.9% | Added |
| Ashton Thomas Private Wealth, LLC | 1,087 | $317.7K | 0.02% | +69+6.8% | Added |
| Private Wealth Advisors | 1,086 | $317.4K | 0.14% | 00.0% | Unchanged |
| First Manhattan Co | 1,086 | $317.4K | 0.00% | +49+4.7% | Added |
| Laidlaw Wealth Management LLC | 1,085 | $317.1K | 0.10% | −126−10.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,082 | $316.3K | 0.03% | +79+7.9% | Added |
| KRS Capital Management, LLC | 1,080 | $315.7K | 0.34% | +408+60.7% | Added |
| WealthPlan Investment Management, LLC | 1,079 | $315.4K | 0.06% | +534+98.0% | Added |
| Inspire Advisors, LLC | 1,068 | $312.2K | 0.06% | −22−2.0% | Reduced |
| TFB Advisors LLC | 1,057 | $309.0K | 0.38% | +124+13.3% | Added |
| Harbour Investments, Inc. | 1,056 | $308.7K | 0.02% | +127+13.7% | Added |
| Kovack Advisors, Inc. | 1,045 | $305.4K | 0.04% | −50−4.6% | Reduced |
| Investment Partners, Ltd. | 1,042 | $304.6K | 0.16% | +21+2.1% | Added |
| Resonant Capital Advisors, LLC | 1,036 | $302.8K | 0.03% | −12−1.1% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $302.5K | 0.10% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,035 | $302.4K | 0.02% | +1,035 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,032 | $301.6K | 0.07% | +51+5.2% | Added |
| Triangle Securities Wealth Management | 1,030 | $301.1K | 0.11% | −100−8.8% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $300.8K | 0.02% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,020 | $298.1K | 0.04% | −150−12.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,020 | $298.1K | 0.10% | −80−7.3% | Reduced |
| Waterloo Capital, L.P. | 1,019 | $297.8K | 0.09% | −877−46.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,018 | $297.6K | 0.12% | +433+74.0% | Added |
| RSM US Wealth Management LLC | 1,017 | $297.3K | 0.01% | +304+42.6% | Added |
| Souders Financial Advisors | 1,016 | $297.0K | 0.06% | +5+0.5% | Added |
| Synergy Financial Group, LTD | 1,014 | $296.4K | 0.41% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,010 | $295.2K | 0.09% | +269+36.3% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $295.0K | 0.14% | −7,000−87.5% | Reduced |
| Palisade Asset Management, LLC | 1,009 | $294.9K | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,004 | $293.5K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 169 | $293.5K | 0.14% | −733−81.3% | Reduced |
| Lake Street Financial LLC | 990 | $293.2K | 0.05% | +50+5.3% | Added |
| Accredited Investors Inc. | 1,003 | $293.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,003 | $293.2K | 0.05% | +85+9.3% | Added |
| Alta Advisers Ltd | 1,000 | $292.3K | 0.17% | 00.0% | Unchanged |