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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 3,767 | $1.10M | 0.03% | +395+11.7% | Added |
| Stevens Capital Management LP | 3,763 | $1.10M | 0.32% | +3,763 | New |
| Jamison Private Wealth Management, Inc. | 3,762 | $1.10M | 0.23% | +3,762 | New |
| AlphaCentric Advisors LLC | 3,750 | $1.10M | 0.62% | −1,250−25.0% | Reduced |
| Cigna Investments Inc | 3,743 | $1.09M | 0.25% | −482−11.4% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $1.09M | 0.59% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,704 | $1.08M | 0.18% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 3,655 | $1.07M | 0.06% | −455−11.1% | Reduced |
| Merit Financial Group, LLC | 3,643 | $1.06M | 0.03% | +208+6.1% | Added |
| Bryn Mawr Trust Co | 3,603 | $1.05M | 0.05% | −13−0.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,583 | $1.05M | 0.83% | −26−0.7% | Reduced |
| FDx Advisors, Inc. | 3,583 | $1.05M | 0.09% | −1,967−35.4% | Reduced |
| Monticello Wealth Management, LLC | 3,577 | $1.05M | 0.10% | +2,980+499.2% | Added |
| Ritholtz Wealth Management | 3,546 | $1.04M | 0.05% | +708+24.9% | Added |
| Flputnam Investment Management Co | 3,532 | $1.03M | 0.03% | +166+4.9% | Added |
| 180 Wealth Advisors, LLC | 3,530 | $1.03M | 0.23% | −22−0.6% | Reduced |
| Western Wealth Management, LLC | 3,520 | $1.03M | 0.09% | +487+16.1% | Added |
| Sherbrooke Park Advisers LLC | 3,516 | $1.03M | 0.33% | +3,516 | New |
| Brandywine Managers, LLC | 3,495 | $1.02M | 1.72% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,492 | $1.02M | 0.05% | +567+19.4% | Added |
| Geller Advisors LLC | 3,488 | $1.02M | 0.12% | −116−3.2% | Reduced |
| Bedel Financial Consulting, Inc. | 3,481 | $1.02M | 0.21% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 3,481 | $1.02M | 0.21% | +3,481 | New |
| Centiva Capital, LP | 3,454 | $1.01M | 0.05% | +3,454 | New |
| SWS Partners | 3,437 | $1.00M | 0.37% | +18+0.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 3,425 | $1.00M | 0.01% | +1,295+60.8% | Added |
| Syon Capital LLC | 3,419 | $999.3K | 0.12% | +3,419 | New |
| Strategic Blueprint, LLC | 3,399 | $993.5K | 0.09% | +31+0.9% | Added |
| Synovus Financial Corp | 3,377 | $987.1K | 0.01% | −6,501−65.8% | Reduced |
| Leonteq Securities AG | 3,368 | $984.4K | 0.10% | +1,534+83.6% | Added |
| Paloma Partners Management Co | 3,348 | $978.6K | 0.20% | +3,348 | New |
| Sendero Wealth Management, LLC | 3,345 | $977.7K | 0.21% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,302 | $965.1K | 0.01% | +298+9.9% | Added |
| Gilbert & Cook, Inc. | 3,226 | $942.9K | 0.15% | +1,049+48.2% | Added |
| Circle Wealth Management, LLC | 3,223 | $942.1K | 0.02% | +520+19.2% | Added |
| Field & Main Bank | 3,192 | $932.9K | 0.44% | +5+0.2% | Added |
| Summit Financial, LLC | 3,187 | $931.4K | 0.07% | +665+26.4% | Added |
| Bartlett & Co. Wealth Management LLC | 3,169 | $926.3K | 0.02% | −129−3.9% | Reduced |
| Bartlett & Co. LLC | 3,169 | $926.0K | 0.02% | −129−3.9% | Reduced |
| Money Concepts Capital Corp | 3,157 | $922.5K | 0.10% | +112+3.7% | Added |
| Quadrant Capital Group LLC | 3,131 | $915.2K | 0.09% | +96+3.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,126 | $913.7K | 0.12% | +744+31.2% | Added |
| Country Club Bank | 3,070 | $909.2K | 0.07% | −53−1.7% | Reduced |
| Hemington Wealth Management | 3,109 | $908.0K | 0.43% | −54−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,828 | $907.0K | 0.16% | +2,828 | New |
| Versor Investments LP | 3,100 | $906.1K | 0.18% | +3,100 | New |
| Harvest Fund Management Co., Ltd | 3,081 | $901.0K | 0.16% | −1,135−26.9% | Reduced |
| Suvretta Capital Management, LLC | 3,070 | $897.3K | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,051 | $891.7K | 0.07% | +6+0.2% | Added |
| Avestar Capital, LLC | 3,033 | $886.5K | 0.14% | +113+3.9% | Added |
| Desjardins Global Asset Management Inc. | 3,017 | $881.9K | 0.10% | −755−20.0% | Reduced |
| Venture Visionary Partners LLC | 3,015 | $881.3K | 0.05% | −39−1.3% | Reduced |
| First National Trust Co | 3,012 | $880.4K | 0.04% | +403+15.4% | Added |
| Albion Financial Group | 3,000 | $876.9K | 0.08% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 3,000 | $876.9K | 0.12% | +1,000+50.0% | Added |
| Ontario Teachers Pension Plan Board | 2,953 | $863.1K | 0.01% | +718+32.1% | Added |
| Wealth Alliance | 2,943 | $860.1K | 0.14% | −492−14.3% | Reduced |
| Ascent Group, LLC | 3,133 | $853.4K | 0.09% | −908−22.5% | Reduced |
| Private Wealth Partners, LLC | 2,910 | $850.6K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,909 | $850.3K | 0.04% | −108−3.6% | Reduced |
| Leavell Investment Management, Inc. | 2,905 | $849.0K | 0.06% | +6+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,883 | $842.7K | 0.10% | −7−0.2% | Reduced |
| Scotia Capital Inc. | 2,872 | $839.5K | 0.01% | −367−11.3% | Reduced |
| Oak Harvest Investment Services | 2,825 | $825.7K | 0.17% | +882+45.4% | Added |
| Checchi Capital Advisers, LLC | 2,805 | $819.9K | 0.08% | −92−3.2% | Reduced |
| Qtron Investments LLC | 2,786 | $814.3K | 0.16% | −784−22.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,783 | $813.4K | 0.07% | +113+4.2% | Added |
| Sunbelt Securities, Inc. | 2,780 | $812.6K | 0.11% | +16+0.6% | Added |
| Gladstone Institutional Advisory LLC | 2,775 | $811.1K | 0.05% | −50−1.8% | Reduced |
| Liberty One Investment Management, LLC | 2,763 | $807.6K | 0.12% | −59−2.1% | Reduced |
| Granite Bay Wealth Management, LLC | 2,583 | $807.0K | 0.01% | +2,583 | New |
| Marcum Wealth, LLC | 2,738 | $800.3K | 0.10% | +1,494+120.1% | Added |
| Insight Inv LLC | 2,920 | $798.5K | 0.88% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,710 | $792.1K | 0.42% | −105−3.7% | Reduced |
| Proequities, Inc. | 2,696 | $788.0K | 0.06% | −214−7.4% | Reduced |
| Clarius Group, LLC | 2,664 | $778.7K | 0.07% | −647−19.5% | Reduced |
| First United Bank Trust | 2,653 | $775.4K | 0.36% | +183+7.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,643 | $772.5K | 0.07% | +800+43.4% | Added |
| Hollencrest Capital Management | 2,642 | $772.2K | 0.09% | −64−2.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,634 | $769.9K | 0.14% | −27−1.0% | Reduced |
| Heartland Bank & Trust Co | 2,634 | $769.9K | 0.61% | +395+17.6% | Added |
| Belpointe Asset Management LLC | 2,596 | $758.8K | 0.08% | +213+8.9% | Added |
| Comgest Global Investors S.A.S. | 2,592 | $757.6K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,579 | $753.8K | 0.17% | +267+11.5% | Added |
| KCM Investment Advisors LLC | 2,572 | $751.8K | 0.03% | +30+1.2% | Added |
| FourThought Financial Partners, LLC | 2,569 | $750.9K | 0.10% | −143−5.3% | Reduced |
| Conning Inc. | 2,555 | $746.8K | 0.03% | −30−1.2% | Reduced |
| Columbia Trust Co 01012016 | 2,548 | $744.8K | 0.43% | −10−0.4% | Reduced |
| Geneva Capital Management LLC | 2,543 | $743.3K | 0.02% | −75−2.9% | Reduced |
| Trust Co of Virginia | 2,540 | $742.4K | 0.08% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,519 | $736.3K | 0.84% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,515 | $735.1K | 0.04% | +178+7.6% | Added |
| Joel Isaacson & Co., LLC | 2,508 | $733.1K | 0.05% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,503 | $731.6K | 0.44% | +90+3.7% | Added |
| Stone Run Capital, LLC | 2,502 | $731.3K | 0.36% | 00.0% | Unchanged |
| Caas Capital Management LP | 2,500 | $730.7K | 0.16% | +2,500 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,494 | $729.0K | 0.12% | −93−3.6% | Reduced |
| Eqis Capital Management, Inc. | 2,483 | $725.7K | 0.09% | +651+35.5% | Added |
| LaFleur & Godfrey LLC | 2,481 | $725.2K | 0.12% | −100−3.9% | Reduced |
| PGGM Investments | 2,476 | $724.0K | 0.01% | +954+62.7% | Added |