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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 762 | $222.7K | 0.05% | +147+23.9% | Added |
| Garden State Investment Advisory Services LLC | 759 | $221.8K | 0.10% | −80−9.5% | Reduced |
| Portside Wealth Group, LLC | 754 | $221.0K | 0.04% | +754 | New |
| Grove Bank & Trust | 754 | $220.4K | 0.04% | −904−54.5% | Reduced |
| Meritage Portfolio Management | 751 | $220.0K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 747 | $218.3K | 0.06% | −22−2.9% | Reduced |
| Tanager Wealth Management LLP | 746 | $218.0K | 0.05% | +14+1.9% | Added |
| Moreno Evelyn V | 737 | $215.4K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 736 | $215.1K | 0.01% | +50+7.3% | Added |
| Fortune Financial Advisors, LLC | 735 | $214.9K | 0.16% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 732 | $214.0K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 732 | $214.0K | 0.02% | +732 | New |
| Buck Wealth Strategies, LLC | 730 | $213.4K | 0.09% | +30+4.3% | Added |
| Prosperity Financial Group, Inc. | 730 | $213.4K | 0.18% | +34+4.9% | Added |
| Brown, Lisle/Cummings, Inc. | 725 | $211.9K | 0.10% | 00.0% | Unchanged |
| Financial Insights, Inc. | 807 | $211.6K | 0.08% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 718 | $209.9K | 0.10% | +55+8.3% | Added |
| Vaughan David Investments LLC | 714 | $209.0K | 0.01% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 710 | $207.5K | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 708 | $207.0K | 0.02% | +708 | New |
| Truepoint, Inc. | 707 | $206.6K | 0.01% | +707 | New |
| Silver Oak Securities, Inc | 705 | $206.1K | 0.04% | +7+1.0% | Added |
| Lloyd Advisory Services, LLC. | 704 | $205.8K | 0.07% | +704 | New |
| Norden Group LLC | 704 | $205.8K | 0.07% | +704 | New |
| Avalon Trust Co | 703 | $205.5K | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 701 | $204.9K | 0.11% | −24−3.3% | Reduced |
| USA Financial Portformulas Corp | 700 | $204.6K | 0.31% | +700 | New |
| Arvest Trust Co N A | 691 | $202.0K | 0.01% | −18−2.5% | Reduced |
| Oarsman Capital, Inc. | 691 | $202.0K | 0.08% | +85+14.0% | Added |
| Cable Hill Partners, LLC | 688 | $201.1K | 0.03% | −720−51.1% | Reduced |
| Advance Capital Management, Inc. | 686 | $200.5K | 0.02% | +29+4.4% | Added |
| SageView Advisory Group, LLC | 685 | $200.2K | 0.01% | +22+3.3% | Added |
| WR Wealth Planners, LLC | 683 | $199.6K | 0.08% | −21−3.0% | Reduced |
| Farther Finance Advisors, LLC | 680 | $198.7K | 0.03% | +385+130.5% | Added |
| Hendershot Investments Inc. | 672 | $196.4K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 663 | $193.8K | 0.03% | +2+0.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 660 | $192.9K | 0.14% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 647 | $189.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 636 | $185.9K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 625 | $185.0K | 0.01% | +40+6.8% | Added |
| Tyler-Stone Wealth Management | 620 | $181.0K | 0.10% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $180.6K | 0.05% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 612 | $178.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 612 | $178.9K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 609 | $178.0K | 0.08% | −72−10.6% | Reduced |
| Pinnacle Bancorp, Inc. | 606 | $177.1K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 586 | $171.3K | 0.04% | +53+9.9% | Added |
| Ritter Daniher Financial Advisory LLC | 583 | $170.4K | 0.07% | +89+18.0% | Added |
| Fairfield Financial Advisors, LTD | 555 | $162.2K | 0.07% | +405+270.0% | Added |
| Covestor Ltd | 552 | $162.0K | 0.12% | −9−1.6% | Reduced |
| Stephens Investment Management Group LLC | 550 | $160.8K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 543 | $158.7K | 0.02% | +436+407.5% | Added |
| Private Trust Co NA | 509 | $148.8K | 0.02% | −20−3.8% | Reduced |
| Abound Wealth Management | 508 | $148.5K | 0.06% | −1−0.2% | Reduced |
| JJJ Advisors Inc. | 506 | $147.9K | 0.04% | +12+2.4% | Added |
| Independence Bank of Kentucky | 500 | $146.1K | 0.06% | +150+42.9% | Added |
| Riverview Trust Co | 496 | $145.0K | 0.13% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 488 | $142.6K | 0.04% | +61+14.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 481 | $140.6K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 469 | $137.0K | 0.04% | −177−27.4% | Reduced |
| S.A. Mason LLC | 465 | $135.9K | 0.10% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 459 | $134.2K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 450 | $131.5K | 0.07% | +450 | New |
| Mizuho Securities Co. Ltd. | 450 | $131.5K | 0.61% | −710−61.2% | Reduced |
| Sycomore Asset Management | 416 | $120.0K | 0.03% | −5−1.2% | Reduced |
| Icon Wealth Partners, LLC | 401 | $117.2K | 0.01% | +6+1.5% | Added |
| Financial Connections Group, Inc. | 401 | $117.0K | 0.14% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 382 | $111.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 377 | $110.2K | 0.08% | +377 | New |
| Adalta Capital Management LLC | 375 | $110.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 360 | $105.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 355 | $103.8K | 0.02% | +45+14.5% | Added |
| Milestone Investment Advisors LLC | 341 | $99.7K | 0.03% | +341 | New |
| Core Alternative Capital | 340 | $99.4K | 0.02% | +110+47.8% | Added |
| American National Bank | 338 | $98.8K | 0.02% | +2+0.6% | Added |
| Valley National Advisers Inc | 336 | $98.0K | 0.02% | +7+2.1% | Added |
| First Personal Financial Services | 324 | $94.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 321 | $93.8K | 0.03% | −7−2.1% | Reduced |
| Nemes Rush Group LLC | 318 | $92.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 315 | $92.1K | 0.01% | −5−1.6% | Reduced |
| Carmel Capital Partners, LLC | 315 | $92.1K | 0.04% | +126+66.7% | Added |
| Venturi Wealth Management, LLC | 308 | $90.0K | 0.01% | −20−6.1% | Reduced |
| ORG Partners LLC | 303 | $88.5K | 0.03% | +2+0.7% | Added |
| Portland Hill Asset Management Ltd | 297 | $87.0K | 0.22% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 332 | $87.0K | 0.02% | −91−21.5% | Reduced |
| C M Bidwell & Associates Ltd | 297 | $86.8K | 0.07% | −21−6.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 286 | $83.6K | 0.00% | +29+11.3% | Added |
| Glen Eagle Advisors, LLC | 286 | $83.6K | 0.02% | +33+13.0% | Added |
| Rosenberg Matthew Hamilton | 283 | $82.7K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 280 | $81.8K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 278 | $81.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $77.0K | 0.06% | – | – |
| Tortoise Investment Management, LLC | 259 | $75.7K | 0.01% | +6+2.4% | Added |
| Farmers & Merchants Investments Inc | 259 | $75.7K | 0.00% | +22+9.3% | Added |
| Catalyst Capital Advisors LLC | 259 | $75.7K | 0.00% | +66+34.2% | Added |
| Center for Financial Planning, Inc. | 258 | $75.4K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 253 | $74.0K | 0.01% | +8+3.3% | Added |
| Register Financial Advisors LLC | 253 | $73.9K | 0.05% | +34+15.5% | Added |
| North Star Investment Management Corp. | 247 | $72.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 234 | $68.4K | 0.04% | +206+735.7% | Added |