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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 9,105 | $2.66M | 0.03% | −25−0.3% | Reduced |
| Highlander Capital Management, LLC | 9,075 | $2.65M | 1.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,988 | $2.63M | 0.04% | −8−0.1% | Reduced |
| Whittier Trust Co | 8,973 | $2.62M | 0.05% | +30.0% | Added |
| RDA Financial Network | 8,952 | $2.62M | 1.13% | +487+5.8% | Added |
| Ossiam | 8,927 | $2.61M | 0.05% | −168,718−95.0% | Reduced |
| Brighton Jones LLC | 8,881 | $2.60M | 0.13% | +79+0.9% | Added |
| Quantbot Technologies LP | 8,831 | $2.58M | 0.17% | +6,874+351.3% | Added |
| Arthur M. Cohen & Associates, LLC | 8,816 | $2.58M | 0.66% | +54+0.6% | Added |
| Phoenix Holdings Ltd. | 8,742 | $2.56M | 0.05% | −144−1.6% | Reduced |
| BNC Wealth Management, LLC | 8,693 | $2.54M | 1.36% | +299+3.6% | Added |
| GTS Securities LLC | 8,663 | $2.53M | 0.05% | +1,466+20.4% | Added |
| LMR Partners LLP | 8,604 | $2.51M | 0.06% | +8,604 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,400 | $2.50M | 2.07% | +600+8.8% | Added |
| Rockingstone Advisors LLC | 8,511 | $2.49M | 1.38% | +62+0.7% | Added |
| Harbert Fund Advisors, Inc. | 8,500 | $2.48M | 1.77% | +8,500 | New |
| Jaffetilchin Investment Partners, LLC | 8,483 | $2.48M | 0.27% | −426−4.8% | Reduced |
| Credit Agricole S A | 8,477 | $2.48M | 0.08% | +2,020+31.3% | Added |
| Hills Bank & Trust Co | 8,476 | $2.48M | 0.29% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 8,465 | $2.47M | 1.06% | −300−3.4% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $2.47M | 0.11% | 00.0% | Unchanged |
| WD Rutherford LLC | 8,451 | $2.47M | 1.69% | −2,609−23.6% | Reduced |
| Axxcess Wealth Management, LLC | 8,441 | $2.47M | 0.08% | +7,104+531.3% | Added |
| Capula Management Ltd | 8,435 | $2.47M | 0.16% | +8,435 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,872 | $2.47M | 0.03% | −64−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,380 | $2.45M | 0.06% | −300−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,369 | $2.45M | 0.09% | 00.0% | Unchanged |
| Girard Partners Ltd. | 8,362 | $2.44M | 0.28% | +426+5.4% | Added |
| Vestmark Advisory Solutions, Inc. | 8,358 | $2.44M | 0.18% | −5,080−37.8% | Reduced |
| Tri Locum Partners LP | 8,353 | $2.44M | 0.78% | +8,353 | New |
| First Bank & Trust | 8,352 | $2.44M | 0.64% | −89−1.1% | Reduced |
| Daymark Wealth Partners, LLC | 8,337 | $2.44M | 0.17% | +79+1.0% | Added |
| Apollon Wealth Management, LLC | 8,273 | $2.42M | 0.12% | +542+7.0% | Added |
| PEAK6 Investments LLC | 8,244 | $2.41M | 0.12% | +8,242+412,100.0% | Added |
| SYSTM Wealth Solutions LLC | 8,235 | $2.41M | 0.37% | +743+9.9% | Added |
| Stephens Inc | 8,196 | $2.40M | 0.05% | −316−3.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 8,150 | $2.38M | 1.28% | −800−8.9% | Reduced |
| Martingale Asset Management L P | 8,145 | $2.38M | 0.05% | +5,692+232.0% | Added |
| Alberta Investment Management Corp | 8,100 | $2.37M | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,991 | $2.34M | 1.08% | +286+3.7% | Added |
| Herold Advisors, Inc. | 7,950 | $2.32M | 0.71% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7,943 | $2.32M | 0.75% | +1,225+18.2% | Added |
| Steward Partners Investment Advisory, LLC | 7,827 | $2.29M | 0.04% | +1,245+18.9% | Added |
| Coldstream Capital Management Inc | 7,774 | $2.27M | 0.07% | +393+5.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,769 | $2.27M | 0.14% | +658+9.3% | Added |
| Pinnacle Wealth Management, LLC | 7,762 | $2.27M | 2.75% | +2,563+49.3% | Added |
| Ostrum Asset Management | 7,726 | $2.26M | 0.21% | +3,792+96.4% | Added |
| Lincoln National Corp | 7,705 | $2.25M | 0.05% | +671+9.5% | Added |
| Thoroughbred Financial Services, LLC | 7,693 | $2.25M | 0.22% | +1,317+20.7% | Added |
| GWM Advisors LLC | 7,666 | $2.24M | 0.02% | +3,509+84.4% | Added |
| Advisors Asset Management, Inc. | 7,649 | $2.24M | 0.05% | +205+2.8% | Added |
| Wendell David Associates Inc | 7,575 | $2.21M | 0.26% | −225−2.9% | Reduced |
| Vestcor Inc | 7,572 | $2.21M | 0.08% | −456−5.7% | Reduced |
| Baldwin Investment Management, LLC | 7,497 | $2.19M | 0.37% | +657+9.6% | Added |
| National Asset Management, Inc. | 7,466 | $2.18M | 0.06% | +659+9.7% | Added |
| Intrust Bank NA | 7,432 | $2.17M | 0.28% | −19−0.3% | Reduced |
| Simplify Asset Management Inc. | 7,421 | $2.17M | 0.36% | +1,308+21.4% | Added |
| Hodges Capital Management Inc. | 7,384 | $2.16M | 0.26% | +270+3.8% | Added |
| Strategic Advocates LLC | 7,302 | $2.13M | 1.00% | +7,302 | New |
| Nilsine Partners, LLC | 7,260 | $2.12M | 0.32% | +107+1.5% | Added |
| Burns J W & Co Inc | 7,246 | $2.12M | 0.34% | +810+12.6% | Added |
| VGI Partners Ltd | 7,200 | $2.10M | 0.47% | −7,600−51.4% | Reduced |
| Legato Capital Management LLC | 7,098 | $2.07M | 0.30% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,098 | $2.07M | 0.01% | +4+0.1% | Added |
| Canal Capital Management, LLC | 7,071 | $2.07M | 0.42% | −327−4.4% | Reduced |
| Wisconsin Capital Management LLC | 7,027 | $2.05M | 1.36% | +457+7.0% | Added |
| Allworth Financial LP | 7,018 | $2.05M | 0.02% | +367+5.5% | Added |
| Independent Financial Group, LLC | 6,943 | $2.03M | 0.13% | −141−2.0% | Reduced |
| RiverPark Advisors, LLC | 6,922 | $2.02M | 1.82% | −882−11.3% | Reduced |
| Scott & Selber, Inc. | 6,904 | $2.02M | 0.84% | −17−0.2% | Reduced |
| Derbend Asset Management | 6,809 | $1.99M | 1.36% | −315−4.4% | Reduced |
| Diversified Trust Co | 6,802 | $1.99M | 0.08% | +189+2.9% | Added |
| Kornitzer Capital Management Inc | 6,799 | $1.99M | 0.04% | +52+0.8% | Added |
| Brookstone Capital Management | 7,259 | $1.98M | 0.04% | +5,337+277.7% | Added |
| Freestone Capital Holdings, LLC | 6,778 | $1.98M | 0.11% | +1,545+29.5% | Added |
| Meiji Yasuda Life Insurance Co | 6,742 | $1.97M | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 6,642 | $1.94M | 0.17% | −47−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 6,640 | $1.94M | 0.42% | +57+0.9% | Added |
| Diametric Capital, LP | 6,510 | $1.90M | 0.80% | +2,035+45.5% | Added |
| Wetherby Asset Management Inc | 6,481 | $1.89M | 0.11% | +266+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 6,479 | $1.89M | 0.70% | −281−4.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,370 | $1.86M | 0.18% | +6,370 | New |
| Vestor Capital, LLC | 6,347 | $1.85M | 0.20% | +99+1.6% | Added |
| Keebeck Wealth Management, LLC | 6,212 | $1.82M | 0.32% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 6,198 | $1.81M | 1.27% | +20+0.3% | Added |
| IMA Wealth, Inc. | 6,180 | $1.81M | 0.47% | −73−1.2% | Reduced |
| Signaturefd, LLC | 6,151 | $1.80M | 0.05% | +162+2.7% | Added |
| Empowered Funds, LLC | 6,138 | $1.79M | 0.05% | +507+9.0% | Added |
| China Universal Asset Management Co., Ltd. | 6,120 | $1.79M | 0.52% | −364−5.6% | Reduced |
| Court Place Advisors, LLC | 6,110 | $1.79M | 0.63% | +6,110 | New |
| Berger Financial Group, Inc | 6,086 | $1.78M | 0.20% | +1,252+25.9% | Added |
| Comerica Securities,inc. | 6,038 | $1.76M | 0.15% | +538+9.8% | Added |
| Vident Advisory, LLC | 6,027 | $1.76M | 0.05% | +6,027 | New |
| Engineers Gate Manager LP | 5,989 | $1.75M | 0.06% | +5,145+609.6% | Added |
| Claret Asset Management Corp | 5,951 | $1.74M | 0.34% | −15−0.3% | Reduced |
| DFPG Investments, LLC | 6,246 | $1.70M | 0.16% | +2,522+67.7% | Added |
| Dynamic Advisor Solutions LLC | 5,818 | $1.70M | 0.08% | +44+0.8% | Added |
| Williams Jones Wealth Management, LLC. | 5,803 | $1.70M | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 5,769 | $1.69M | 0.05% | −819−12.4% | Reduced |
| STF Management LP | 5,734 | $1.68M | 0.89% | +3,540+161.3% | Added |