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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.

Institutional holdersQ3 2023: 1,554 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,825 institutionsQ3 2024: 1,955 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,195 institutionsQ2 2025: 2,269 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ3 2023: $86.1B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,269$164.5B
Q1 20252,195$149.9B
Q4 20242,134$158.9B
Q3 20241,955$147.7B
Q2 20241,825$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2023.

Institutions holding ISRG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc27$8.00K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.25$7.31K0.00%+25New
St Germain D J Co Inc25$7.31K0.00%00.0%Unchanged
PSI Advisors, LLC25$7.31K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC24$7.01K0.00%−12−33.3%Reduced
Foster Dykema Cabot & Co Inc25$7.00K0.00%00.0%Unchanged
MB, Levis & Associates, LLC21$6.14K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC21$6.14K0.01%+21New
Coston, McIsaac & Partners22$6.00K0.00%+10+83.3%Added
Thomas J. Herzfeld Advisors, Inc.20$5.85K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$5.85K0.00%00.0%Unchanged
Piscataqua Savings Bank18$5.26K0.00%00.0%Unchanged
Chesapeake Asset Management LLC18$5.26K0.01%+18New
Stephenson National Bank & Trust17$4.97K0.00%00.0%Unchanged
Oakworth Capital, Inc.17$4.97K0.00%00.0%Unchanged
Macroview Investment Management LLC17$4.97K0.01%+17New
LGT Financial Advisors LLC17$4.97K0.01%+17New
Delos Wealth Advisors, LLC15$4.69K0.01%00.0%Unchanged
New Millennium Group LLC14$4.09K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA15$4.00K0.00%00.0%Unchanged
PayPay Securities Corp8$3.52K0.17%00.0%Unchanged
FinTrust Capital Advisors, LLC12$3.51K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.51K0.00%00.0%Unchanged
Motco11$3.21K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA11$3.21K0.02%00.0%Unchanged
Longfellow Investment Management Co LLC10$2.92K0.00%00.0%Unchanged
Global Financial Private Client, LLC9$2.65K0.00%00.0%Unchanged
Colonial Trust Advisors9$2.63K0.00%00.0%Unchanged
Perkins Coie Trust Co9$2.63K0.00%+9New
Kozak & Associates, Inc.8$2.37K0.00%+8New
SJS Investment Consulting Inc.8$2.34K0.00%+1+14.3%Added
Tucker Asset Management LLC8$2.34K0.00%+3+60.0%Added
Legacy Financial Group LLC7$2.05K0.00%+7New
Hartford Financial Management Inc.6$1.75K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.6$1.75K0.00%00.0%Unchanged
Flaharty Asset Management, LLC6$1.75K0.00%+6New
Glass Jacobson Investment Advisors llc5$1.46K0.00%−1−16.7%Reduced
Retirement Group, LLC5$1.46K0.00%−9−64.3%Reduced
Union Savings Bank5$1.46K0.00%00.0%Unchanged
WestEnd Advisors, LLC5$1.46K0.00%+5New
Rise Advisors, LLC4$1.17K0.00%−36−90.0%Reduced
Sofos Investments, Inc.4$8920.00%−338−98.8%Reduced
NewSquare Capital LLC3$8770.00%−7−70.0%Reduced
Country Trust Bank3$8770.00%00.0%Unchanged
TCTC Holdings, LLC3$8770.00%00.0%Unchanged
Column Capital Advisors, LLC3$8770.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$8770.00%00.0%Unchanged
Global Wealth Strategies & Associates3$8770.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$8770.00%00.0%Unchanged
Perritt Capital Management Inc3$8770.00%+3New
True Wealth Design, LLC2$5850.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$5850.00%+2New
Tfo-TDC, LLC1$3420.00%+1New
Archer Investment Corp1$1770.00%00.0%Unchanged
Sustainable Growth Advisers, LP0$00.00%−1,276,950−100.0%Sold out
CCLA Investment Management Ltd0$00.00%−217,833−100.0%Sold out
RTW Investments, LP0$00.00%−170,000−100.0%Sold out
Fiera Capital Corp0$00.00%−95,167−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−83,166−100.0%Sold out
Sandler Capital Management0$00.00%−64,087−100.0%Sold out
Meeder Asset Management Inc0$00.00%−51,566−100.0%Sold out
Integral Health Asset Management, LLC0$00.00%−36,000−100.0%Sold out
Consolidated Press International Holdings Ltd0$00.00%−30,096−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−28,455−100.0%Sold out
WCM Investment Management, LLC0$00.00%−27,715−100.0%Sold out
Cinctive Capital Management LP0$00.00%−24,401−100.0%Sold out
Connective Capital Management, LLC0$00.00%−23,237−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−18,595−100.0%Sold out
Kinneret Advisory, LLC0$00.00%−10,574−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,728−100.0%Sold out
Wolverine Trading, LLC0$00.00%−11,003−100.0%Sold out
Harvest Volatility Management LLC0$00.00%−10,792−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−9,215−100.0%Sold out
Veritable, L.P.0$00.00%−9,178−100.0%Sold out
Copperwynd Financial, LLC0$00.00%−6,098−100.0%Sold out
Maven Securities LTD0$00.00%−5,549−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−5,408−100.0%Sold out
Independent Solutions Wealth Management, LLC0$00.00%−5,248−100.0%Sold out
Southern Capital Advisors, LLC0$00.00%−5,165−100.0%Sold out
Spire Wealth Management0$00.00%−4,914−100.0%Sold out
Syntal Capital Partners, LLC0$00.00%−3,825−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−3,719−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−2,501−100.0%Sold out
Crew Capital Management, Ltd.0$00.00%−2,246−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−2,329−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,049−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−1,981−100.0%Sold out
Q3 Asset Management0$00.00%−1,815−100.0%Sold out
Inceptionr LLC0$00.00%−1,620−100.0%Sold out
Geneva Partners, LLC0$00.00%−1,573−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−1,534−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,425−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−1,252−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−1,145−100.0%Sold out
Ergoteles LLC0$00.00%−1,066−100.0%Sold out
Olistico Wealth, LLC0$00.00%−1,045−100.0%Sold out
BSW Wealth Partners0$00.00%−1,028−100.0%Sold out
WMS Partners, LLC0$00.00%−984−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−961−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−941−100.0%Sold out