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 |
|---|---|---|---|---|---|
| Goodwin Daniel L | 1,000 | $292.3K | 0.14% | +400+66.7% | Added |
| Journey Advisory Group, LLC | 997 | $291.4K | 0.04% | −1−0.1% | Reduced |
| Geneos Wealth Management Inc. | 997 | $291.4K | 0.02% | −47−4.5% | Reduced |
| Brown Brothers Harriman & Co | 997 | $291.4K | 0.00% | +644+182.4% | Added |
| Vigilare Wealth Management | 996 | $291.1K | 0.19% | −153−13.3% | Reduced |
| IVC Wealth Advisors LLC | 995 | $290.8K | 0.19% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 991 | $289.7K | 0.07% | −10−1.0% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $289.4K | 0.13% | 00.0% | Unchanged |
| New Hampshire Trust | 977 | $285.6K | 0.08% | −29−2.9% | Reduced |
| Guyasuta Investment Advisors Inc | 974 | $284.7K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 972 | $284.1K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 907 | $284.0K | 0.04% | −150−14.2% | Reduced |
| MONECO Advisors, LLC | 971 | $283.7K | 0.08% | +8+0.8% | Added |
| Wealthspire Advisors, LLC | 970 | $283.5K | 0.00% | +134+16.0% | Added |
| Acropolis Investment Management, LLC | 968 | $282.9K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 968 | $282.9K | 0.07% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 964 | $281.8K | 0.25% | +230+31.3% | Added |
| 9258 Wealth Management, LLC | 962 | $281.2K | 0.05% | −3−0.3% | Reduced |
| Mokosak Advisory Group, LLC | 958 | $280.0K | 0.11% | +304+46.5% | Added |
| Massmutual Trust Co FSB | 956 | $279.4K | 0.01% | +54+6.0% | Added |
| Ipswich Investment Management Co., Inc. | 950 | $277.7K | 0.08% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 933 | $272.7K | 0.09% | +3+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 925 | $270.4K | 0.07% | +113+13.9% | Added |
| Northwest Wealth Management, LLC | 922 | $269.5K | 0.10% | +1+0.1% | Added |
| Avion Wealth | 919 | $268.0K | 0.08% | +1+0.1% | Added |
| Dearborn Partners LLC | 916 | $267.7K | 0.01% | −83−8.3% | Reduced |
| Finer Wealth Management, Inc. | 915 | $267.4K | 0.21% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 908 | $265.0K | 0.04% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 901 | $263.4K | 0.06% | −601−40.0% | Reduced |
| Visionary Wealth Advisors | 901 | $263.4K | 0.02% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 900 | $263.1K | 0.11% | −9−1.0% | Reduced |
| Northstar Asset Management LLC | 900 | $263.1K | 0.08% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $263.1K | 0.05% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $263.1K | 0.26% | 00.0% | Unchanged |
| Vicus Capital | 900 | $263.1K | 0.03% | +900 | New |
| Pine Valley Investments Ltd Liability Co | 898 | $262.5K | 0.03% | +58+6.9% | Added |
| Riversedge Advisors, LLC | 897 | $262.2K | 0.08% | +156+21.1% | Added |
| Clarus Group, Inc. | 895 | $261.6K | 0.19% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 890 | $260.1K | 0.05% | +28+3.2% | Added |
| Choate Investment Advisors | 888 | $259.6K | 0.01% | +888 | New |
| Farmers & Merchants Trust Co of Long Beach | 888 | $259.6K | 0.08% | −61−6.4% | Reduced |
| FFT Wealth Management LLC | 885 | $258.7K | 0.03% | +885 | New |
| Fortitude Advisory Group L.L.C. | 880 | $257.2K | 0.17% | +9+1.0% | Added |
| KG&L Capital Management,LLC | 879 | $256.9K | 0.12% | −72−7.6% | Reduced |
| Blueshift Asset Management, LLC | 878 | $256.6K | 0.15% | +878 | New |
| Cobblestone Capital Advisors LLC | 876 | $256.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 874 | $255.5K | 0.03% | 00.0% | Unchanged |
| Rollins Financial | 872 | $254.9K | 0.06% | +30+3.6% | Added |
| Glassy Mountain Advisors, Inc. | 863 | $254.6K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 867 | $253.4K | 0.05% | −140−13.9% | Reduced |
| Goepper Burkhardt LLC | 864 | $252.5K | 0.15% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 862 | $252.0K | 0.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 861 | $252.0K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 918 | $251.7K | 0.10% | +1+0.1% | Added |
| Evercore Wealth Management, LLC | 861 | $251.7K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 858 | $250.8K | 0.04% | −4−0.5% | Reduced |
| UMA Financial Services, Inc. | 851 | $250.6K | 0.06% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 857 | $250.5K | 0.03% | +35+4.3% | Added |
| Graham Capital Management, L.P. | 857 | $250.5K | 0.01% | +23+2.8% | Added |
| Ulland Investment Advisors, LLC | 854 | $250.0K | 0.27% | +8+0.9% | Added |
| Coastline Trust Co | 855 | $249.9K | 0.04% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 855 | $249.9K | 0.27% | +855 | New |
| Partners Capital Investment Group, LLP | 852 | $249.0K | 0.01% | −171−16.7% | Reduced |
| Edge Capital Group, LLC | 849 | $248.2K | 0.02% | −37−4.2% | Reduced |
| Bank Hapoalim BM | 847 | $248.0K | 0.04% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 846 | $247.3K | 0.04% | −100−10.6% | Reduced |
| First Affirmative Financial Network | 841 | $245.7K | 0.24% | −9−1.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 839 | $245.2K | 0.02% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 839 | $245.2K | 0.06% | +839 | New |
| Sonora Investment Management Group, LLC | 835 | $244.1K | 0.02% | +133+18.9% | Added |
| Wrapmanager Inc | 835 | $244.1K | 0.08% | −21−2.5% | Reduced |
| David Loasby | 840 | $243.8K | 0.03% | −193−18.7% | Reduced |
| Csenge Advisory Group | 834 | $243.8K | 0.02% | +27+3.3% | Added |
| Mutual Advisors, LLC | 834 | $243.8K | 0.01% | +182+27.9% | Added |
| Granite Investment Partners, LLC | 828 | $242.0K | 0.01% | −124−13.0% | Reduced |
| Valmark Advisers, Inc. | 828 | $242.0K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 825 | $241.1K | 0.05% | −449−35.2% | Reduced |
| Guerra Pan Advisors, LLC | 810 | $236.8K | 0.27% | +810 | New |
| Gyroscope Capital Management Group, LLC | 807 | $235.9K | 0.05% | +207+34.5% | Added |
| ProVise Management Group, LLC | 801 | $234.1K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $234.1K | 0.08% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $234.1K | 0.10% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 802 | $234.0K | 0.01% | +279+53.3% | Added |
| Arnhold LLC | 800 | $233.8K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 800 | $233.8K | 0.07% | +105+15.1% | Added |
| Vertex Planning Partners, LLC | 799 | $233.5K | 0.08% | −2−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 796 | $232.7K | 0.23% | −60−7.0% | Reduced |
| Holderness Investments Co | 794 | $232.1K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 792 | $231.5K | 0.02% | +91+13.0% | Added |
| GPS Wealth Strategies Group, LLC | 791 | $231.2K | 0.04% | +15+1.9% | Added |
| Liberty Capital Management, Inc. | 785 | $229.4K | 0.07% | +785 | New |
| Prio Wealth Limited Partnership | 783 | $228.9K | 0.01% | +75+10.6% | Added |
| Middleton & Co Inc | 783 | $228.9K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 783 | $228.9K | 0.03% | +52+7.1% | Added |
| Ferguson Wellman Capital Management, Inc | 779 | $227.7K | 0.01% | −230−22.8% | Reduced |
| Moody Aldrich Partners LLC | 777 | $227.4K | 0.04% | +777 | New |
| Mayflower Financial Advisors, LLC | 771 | $225.4K | 0.03% | −275−26.3% | Reduced |
| United Capital Management of KS, Inc. | 769 | $224.8K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 765 | $223.6K | 0.02% | −382−33.3% | Reduced |
| XTX Topco Ltd | 764 | $223.3K | 0.04% | −2,067−73.0% | Reduced |