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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 5,689 | $1.66M | 0.11% | +373+7.0% | Added |
| Headlands Technologies LLC | 5,678 | $1.66M | 0.82% | +3,259+134.7% | Added |
| Stratos Wealth Advisors, LLC | 5,668 | $1.66M | 0.11% | +392+7.4% | Added |
| First Horizon Advisors, Inc. | 5,635 | $1.65M | 0.06% | −44−0.8% | Reduced |
| Balboa Wealth Partners | 5,619 | $1.64M | 0.62% | +180+3.3% | Added |
| Verition Fund Management LLC | 5,604 | $1.64M | 0.02% | +814+17.0% | Added |
| Prospera Financial Services Inc | 5,585 | $1.63M | 0.06% | −138−2.4% | Reduced |
| Riverpark Capital Management LLC | 5,538 | $1.62M | 2.93% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,510 | $1.61M | 0.51% | +100+1.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,500 | $1.61M | 1.13% | +3,800+223.5% | Added |
| King Luther Capital Management Corp | 5,492 | $1.61M | 0.01% | −510−8.5% | Reduced |
| HB Wealth Management, LLC | 5,480 | $1.60M | 0.03% | +1,694+44.7% | Added |
| Alaethes Wealth LLC | 5,420 | $1.58M | 0.87% | −213−3.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,403 | $1.58M | 0.35% | −3,413−38.7% | Reduced |
| Churchill Management Corp | 5,382 | $1.57M | 0.03% | −1,324−19.7% | Reduced |
| UniSuper Management Pty Ltd | 5,361 | $1.57M | 0.02% | −589−9.9% | Reduced |
| Redmond Asset Management, LLC | 5,355 | $1.57M | 0.56% | −10.0% | Reduced |
| Capital Asset Advisory Services LLC | 5,547 | $1.56M | 0.11% | +625+12.7% | Added |
| HBK Sorce Advisory LLC | 5,343 | $1.56M | 0.07% | +7+0.1% | Added |
| Altman Advisors, Inc. | 5,325 | $1.56M | 0.97% | +5,325 | New |
| Everett Harris & Co | 5,278 | $1.54M | 0.02% | −305−5.5% | Reduced |
| Whitener Capital Management, Inc. | 5,269 | $1.54M | 0.62% | +30+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,262 | $1.54M | 0.07% | −524−9.1% | Reduced |
| Sequoia Financial Advisors, LLC | 5,261 | $1.54M | 0.03% | −968−15.5% | Reduced |
| MAI Capital Management | 5,260 | $1.54M | 0.02% | +1,421+37.0% | Added |
| F/M Investments LLC | 5,213 | $1.52M | 1.14% | −123−2.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 5,200 | $1.52M | 1.23% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,150 | $1.51M | 0.06% | +120+2.4% | Added |
| Sepio Capital, LP | 5,123 | $1.50M | 0.13% | +94+1.9% | Added |
| Stiles Financial Services Inc | 5,075 | $1.48M | 0.77% | +185+3.8% | Added |
| PAX Financial Group, LLC | 5,066 | $1.48M | 0.34% | +103+2.1% | Added |
| Reynders McVeigh Capital Management, LLC | 5,058 | $1.48M | 0.10% | −6−0.1% | Reduced |
| Kampmann Melissa S. | 5,049 | $1.48M | 1.42% | +5,049 | New |
| Fund Management at Engine No. 1 LLC | 5,025 | $1.47M | 0.23% | +463+10.1% | Added |
| Snow Lake Management LP | 5,000 | $1.46M | 1.62% | +5,000 | New |
| Davenport & Co LLC | 4,963 | $1.45M | 0.01% | +1,804+57.1% | Added |
| Ironwood Investment Counsel, LLC | 3,217 | $1.45M | 0.34% | +3,217 | New |
| Aft, Forsyth & Sober, LLC | 4,950 | $1.45M | 0.61% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,891 | $1.43M | 0.11% | +373+8.3% | Added |
| Texas Yale Capital Corp. | 4,885 | $1.43M | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,808 | $1.41M | 0.02% | +912+23.4% | Added |
| Accurate Wealth Management, LLC | 5,094 | $1.40M | 0.44% | +199+4.1% | Added |
| Northern Oak Wealth Management Inc | 4,792 | $1.40M | 0.17% | −18−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 4,775 | $1.40M | 0.23% | −154−3.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,761 | $1.39M | 0.17% | −934−16.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,715 | $1.38M | 0.14% | +2,714+135.6% | Added |
| Cetera Advisors LLC | 4,680 | $1.37M | 0.02% | −2,034−30.3% | Reduced |
| RMB Capital Management, LLC | 4,676 | $1.37M | 0.05% | −10.0% | Reduced |
| South Dakota Investment Council | 4,659 | $1.36M | 0.03% | −300−6.0% | Reduced |
| Angeles Wealth Management, LLC | 4,599 | $1.34M | 0.19% | −10.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,598 | $1.34M | 0.13% | +150+3.4% | Added |
| Prelude Capital Management, LLC | 4,588 | $1.34M | 0.12% | +1,331+40.9% | Added |
| Trust Co of Vermont | 4,584 | $1.34M | 0.09% | −56−1.2% | Reduced |
| Alps Advisors Inc | 4,555 | $1.33M | 0.01% | +1,010+28.5% | Added |
| Stonebridge Capital Advisors LLC | 4,545 | $1.33M | 0.15% | +140+3.2% | Added |
| Alhambra Investment Partners LLC | 4,500 | $1.32M | 0.87% | 00.0% | Unchanged |
| Alerus Financial NA | 4,481 | $1.31M | 0.12% | −186−4.0% | Reduced |
| Malaga Cove Capital, LLC | 4,463 | $1.30M | 0.60% | +407+10.0% | Added |
| Capstone Investment Advisors, LLC | 4,459 | $1.30M | 0.03% | +4,459 | New |
| WoodTrust Financial Corp | 4,422 | $1.29M | 0.25% | +162+3.8% | Added |
| Axq Capital, LP | 4,400 | $1.29M | 0.45% | +4,400 | New |
| Eastover Investment Advisors LLC | 4,394 | $1.28M | 0.77% | +126+3.0% | Added |
| Alamar Capital Management, LLC | 4,361 | $1.27M | 1.20% | +477+12.3% | Added |
| Howland Capital Management LLC | 4,326 | $1.26M | 0.07% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 4,294 | $1.26M | 0.92% | −25−0.6% | Reduced |
| Laurion Capital Management LP | 4,284 | $1.25M | 0.03% | +3,660+586.5% | Added |
| Doliver Advisors, LP | 4,278 | $1.25M | 0.38% | +80+1.9% | Added |
| Stock Yards Bank & Trust Co | 4,266 | $1.25M | 0.05% | −1,293−23.3% | Reduced |
| Concentric Capital Strategies, LP | 4,255 | $1.24M | 0.14% | +4,255 | New |
| Fort Washington Investment Advisors Inc | 4,196 | $1.23M | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,172 | $1.22M | 0.09% | −100−2.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,162 | $1.22M | 0.13% | +262+6.7% | Added |
| E Fund Management Co., Ltd. | 4,159 | $1.22M | 0.09% | +631+17.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,145 | $1.21M | 0.01% | −92−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,138 | $1.21M | 0.02% | +271+7.0% | Added |
| Argent Trust Co | 4,122 | $1.20M | 0.07% | −25−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 4,109 | $1.20M | 0.01% | −1,532−27.2% | Reduced |
| CoreCap Advisors, LLC | 4,103 | $1.20M | 0.09% | +4,103 | New |
| Horizon Investments, LLC | 4,099 | $1.20M | 0.04% | +131+3.3% | Added |
| Anchor Investment Management, LLC | 4,086 | $1.19M | 0.16% | +167+4.3% | Added |
| RMR Wealth Builders | 4,076 | $1.19M | 0.19% | +1,628+66.5% | Added |
| McRae Capital Management Inc | 4,065 | $1.19M | 0.35% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,051 | $1.18M | 0.13% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4,025 | $1.18M | 0.09% | +4,025 | New |
| CNB Bank | 4,009 | $1.17M | 0.69% | +223+5.9% | Added |
| Altfest L J & Co Inc | 3,993 | $1.17M | 0.18% | +367+10.1% | Added |
| Crestwood Advisors Group LLC | 3,989 | $1.17M | 0.03% | +2,368+146.1% | Added |
| Traynor Capital Management, Inc. | 3,957 | $1.16M | 0.15% | +912+30.0% | Added |
| Legacy Bridge, LLC | 3,957 | $1.16M | 0.82% | +3,697+1,421.9% | Added |
| Hilltop Holdings Inc. | 3,955 | $1.16M | 0.14% | +324+8.9% | Added |
| Summit Trail Advisors, LLC | 3,930 | $1.15M | 0.04% | −419−9.6% | Reduced |
| Kingsview Wealth Management, LLC | 3,928 | $1.15M | 0.04% | +420+12.0% | Added |
| GM Advisory Group, Inc. | 3,892 | $1.14M | 0.09% | +156+4.2% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $1.14M | 0.28% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,888 | $1.14M | 0.04% | +75+2.0% | Added |
| Wealthcare Advisory Partners LLC | 3,886 | $1.14M | 0.05% | +31+0.8% | Added |
| Segment Wealth Management, LLC | 3,883 | $1.13M | 0.12% | +515+15.3% | Added |
| Strategy Asset Managers LLC | 3,861 | $1.13M | 0.30% | +1,838+90.9% | Added |
| Next Century Growth Investors LLC | 3,831 | $1.12M | 0.12% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,775 | $1.10M | 0.49% | −14−0.4% | Reduced |