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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 15,099 | $4.41M | 0.45% | −1,558−9.4% | Reduced |
| Trexquant Investment LP | 14,908 | $4.36M | 0.11% | −3,410−18.6% | Reduced |
| NewEdge Wealth, LLC | 14,876 | $4.35M | 0.14% | −3,537−19.2% | Reduced |
| EP Wealth Advisors, LLC | 14,874 | $4.35M | 0.07% | −50,179−77.1% | Reduced |
| Trinity Legacy Partners, LLC | 14,859 | $4.34M | 1.50% | −728−4.7% | Reduced |
| First Long Island Investors, LLC | 14,700 | $4.30M | 0.42% | 00.0% | Unchanged |
| Marketfield Asset Management LLC | 14,615 | $4.27M | 3.62% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,615 | $4.27M | 0.20% | +1,643+12.7% | Added |
| Capital Insight Partners, LLC | 14,560 | $4.26M | 0.97% | +1,456+11.1% | Added |
| Metropolitan Life Insurance Co | 14,537 | $4.25M | 0.22% | −733−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 14,502 | $4.24M | 0.05% | −341−2.3% | Reduced |
| Advisor Partners II, LLC | 14,496 | $4.24M | 0.17% | +332+2.3% | Added |
| Banque Cantonale Vaudoise | 14,407 | $4.21M | 0.21% | +802+5.9% | Added |
| Bath Savings Trust Co | 14,391 | $4.21M | 0.52% | −332−2.3% | Reduced |
| Prospect Hill Management, LLC | 14,325 | $4.19M | 2.77% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 14,106 | $4.12M | 0.63% | +14,106 | New |
| Cornerstone Advisors, LLC | 13,700 | $4.00M | 0.19% | +3,500+34.3% | Added |
| Bouvel Investment Partners, LLC | 13,669 | $4.00M | 2.16% | +162+1.2% | Added |
| Park Avenue Securities LLC | 13,652 | $3.99M | 0.06% | −446−3.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,644 | $3.99M | 0.42% | +1,333+10.8% | Added |
| Atria Wealth Solutions, Inc. | 13,331 | $3.90M | 0.05% | −320−2.3% | Reduced |
| Cornerstone Capital, Inc. | 13,216 | $3.86M | 0.47% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 12,991 | $3.80M | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,947 | $3.78M | 0.12% | −3,206−19.8% | Reduced |
| Neville Rodie & Shaw Inc | 12,934 | $3.78M | 0.34% | +5,084+64.8% | Added |
| Wedbush Securities Inc | 12,928 | $3.78M | 0.19% | +1,268+10.9% | Added |
| Kestra Advisory Services, LLC | 12,910 | $3.77M | 0.04% | +563+4.6% | Added |
| Omers Administration Corp | 12,892 | $3.77M | 0.06% | +12,892 | New |
| Hantz Financial Services, Inc. | 12,860 | $3.76M | 0.10% | +439+3.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,856 | $3.76M | 0.29% | +278+2.2% | Added |
| Winton Group Ltd | 12,842 | $3.75M | 0.31% | +11,075+626.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 12,827 | $3.75M | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,804 | $3.74M | 0.17% | +3,424+36.5% | Added |
| Tandem Investment Advisors, Inc. | 12,796 | $3.74M | 0.16% | +297+2.4% | Added |
| Oak Associates, Ltd | 12,688 | $3.71M | 0.31% | −400−3.1% | Reduced |
| Power Corp of Canada | 12,611 | $3.69M | 0.23% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,407 | $3.63M | 0.07% | +18+0.1% | Added |
| Transform Wealth, LLC | 12,322 | $3.60M | 0.38% | −11,825−49.0% | Reduced |
| Oppenheimer & Co Inc | 12,305 | $3.60M | 0.07% | +2,873+30.5% | Added |
| Elevatus Welath Management | 12,264 | $3.58M | 3.24% | +12,264 | New |
| D.A. Davidson & Co. | 12,220 | $3.57M | 0.04% | +920+8.1% | Added |
| Empirical Finance, LLC | 12,203 | $3.57M | 0.26% | +1,154+10.4% | Added |
| First Hawaiian Bank | 12,135 | $3.55M | 0.12% | −1,353−10.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 12,094 | $3.53M | 0.12% | +6,573+119.1% | Added |
| First Citizens Bank & Trust Co | 12,049 | $3.52M | 0.07% | +10,087+514.1% | Added |
| Covenant Asset Management, LLC | 11,986 | $3.50M | 1.08% | −8−0.1% | Reduced |
| Legacy Trust | 11,948 | $3.49M | 1.02% | +495+4.3% | Added |
| 1st Source Bank | 11,896 | $3.48M | 0.24% | −252−2.1% | Reduced |
| Natixis Investment Managers International | 11,780 | $3.44M | 0.27% | −344−2.8% | Reduced |
| Petredis Investment Advisors LLC | 11,751 | $3.43M | 0.49% | +18+0.2% | Added |
| Sawtooth Solutions, LLC | 11,716 | $3.42M | 0.11% | −4,298−26.8% | Reduced |
| Bleakley Financial Group, LLC | 11,716 | $3.42M | 0.12% | −3,701−24.0% | Reduced |
| HRT Financial LP | 11,712 | $3.42M | 0.03% | +9,261+377.8% | Added |
| Knights of Columbus Asset Advisors LLC | 11,364 | $3.32M | 0.30% | +1,507+15.3% | Added |
| Aptus Capital Advisors, LLC | 11,302 | $3.30M | 0.10% | +1,135+11.2% | Added |
| Private Advisor Group, LLC | 11,196 | $3.27M | 0.03% | −270−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,089 | $3.24M | 0.09% | +36+0.3% | Added |
| Bahl & Gaynor Inc | 11,086 | $3.24M | 0.02% | −874−7.3% | Reduced |
| KMG Fiduciary Partners, LLC | 11,057 | $3.23M | 0.43% | +499+4.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,054 | $3.23M | 0.01% | +177+1.6% | Added |
| Vinva Investment Management Ltd | 10,893 | $3.23M | 0.31% | +97+0.9% | Added |
| Hudson Bay Capital Management LP | 11,000 | $3.22M | 0.03% | +11,000 | New |
| Sandy Spring Bank | 10,988 | $3.21M | 0.18% | +1,236+12.7% | Added |
| Illinois Municipal Retirement Fund | 10,965 | $3.21M | 0.06% | −947−7.9% | Reduced |
| AIA Group Ltd | 10,891 | $3.18M | 0.16% | +76+0.7% | Added |
| Blue Square Asset Management, LLC | 10,857 | $3.17M | 2.34% | +4,823+79.9% | Added |
| Snowden Capital Advisors LLC | 10,828 | $3.16M | 0.13% | −3,135−22.5% | Reduced |
| Marks Group Wealth Management, Inc | 10,824 | $3.16M | 0.39% | −267−2.4% | Reduced |
| Sigma Planning Corp | 10,781 | $3.15M | 0.12% | −1,017−8.6% | Reduced |
| Zions Bancorporation, N.A. | 10,779 | $3.15M | 0.28% | +31+0.3% | Added |
| Sumitomo Life Insurance Co | 10,696 | $3.13M | 0.09% | +273+2.6% | Added |
| HM Payson & Co | 10,676 | $3.12M | 0.07% | +36+0.3% | Added |
| Walleye Capital LLC | 10,570 | $3.09M | 0.05% | +10,570 | New |
| Employees Retirement System of Texas | 10,568 | $3.09M | 0.05% | −116,028−91.7% | Reduced |
| Orion Capital Management LLC | 10,559 | $3.09M | 2.01% | −1,100−9.4% | Reduced |
| Nwam LLC | 10,411 | $3.04M | 0.31% | +212+2.1% | Added |
| Brinker Capital Investments, LLC | 10,355 | $3.03M | 0.04% | −22,361−68.3% | Reduced |
| Orion Portfolio Solutions, LLC | 10,355 | $3.03M | 0.04% | −22,361−68.3% | Reduced |
| Raymond James Trust N.A. | 10,305 | $3.01M | 0.09% | +3,678+55.5% | Added |
| L & S Advisors Inc | 9,999 | $2.92M | 0.42% | −1,570−13.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,992 | $2.92M | 0.25% | −7,301−42.2% | Reduced |
| Welch & Forbes LLC | 9,960 | $2.91M | 0.05% | +6+0.1% | Added |
| Roundview Capital LLC | 9,960 | $2.91M | 0.29% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,872 | $2.89M | 0.13% | +4,240+75.3% | Added |
| TownSquare Capital, LLC | 9,845 | $2.88M | 0.05% | +1,237+14.4% | Added |
| Beacon Pointe Advisors, LLC | 9,825 | $2.87M | 0.04% | +2,480+33.8% | Added |
| Motley Fool Asset Management LLC | 9,800 | $2.86M | 0.23% | +785+8.7% | Added |
| Fiduciary Trust Co | 9,795 | $2.86M | 0.05% | −505−4.9% | Reduced |
| AustralianSuper Pty Ltd | 9,752 | $2.85M | 0.02% | −2,070−17.5% | Reduced |
| Independent Advisor Alliance | 9,733 | $2.84M | 0.13% | +394+4.2% | Added |
| Everence Capital Management Inc | 9,710 | $2.84M | 0.22% | +3,410+54.1% | Added |
| Americana Partners, LLC | 9,467 | $2.81M | 0.30% | +1,893+25.0% | Added |
| Moody National Bank Trust Division | 9,613 | $2.81M | 0.18% | +974+11.3% | Added |
| Squarepoint Ops LLC | 9,538 | $2.79M | 0.01% | −5,336−35.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,460 | $2.77M | 0.25% | −4,678−33.1% | Reduced |
| Family Capital Trust Co | 9,380 | $2.74M | 0.97% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,367 | $2.74M | 0.17% | −2,202−19.0% | Reduced |
| Veriti Management LLC | 9,201 | $2.69M | 0.31% | −233−2.5% | Reduced |
| Alcosta Capital Management, Inc. | 9,170 | $2.68M | 2.23% | +29+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 9,164 | $2.68M | 1.97% | +185+2.1% | Added |