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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, Q4 2023

Institutional positions in Intuitive Surgical Inc as of Dec 31, 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
1,674
+147 vs. Q3 2023
Shares held
297.0M
+3.49M (+1.2%) vs. Q3 2023
Total value
$100.2B
+$14.4B (+16.7%) vs. Q3 2023
New holders
247
630 more added
Sold out
100
562 more reduced

27 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,674 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: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ4 2023: $100.2B
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 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$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, Q4 2023

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2023.

Institutions holding ISRG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Archer Investment Corp1$2040.00%00.0%Unchanged
Tfo-TDC, LLC1$3370.00%00.0%Unchanged
Global Trust Asset Management, LLC1$3370.00%+1New
DHJJ Financial Advisors, Ltd.2$6750.00%00.0%Unchanged
TCTC Holdings, LLC3$1.01K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$1.01K0.00%00.0%Unchanged
Global Wealth Strategies & Associates3$1.01K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$1.01K0.00%00.0%Unchanged
Sofos Investments, Inc.4$1.25K0.00%00.0%Unchanged
ClariVest Asset Management LLC4$1.35K0.00%−46,512−100.0%Reduced
Colonial Trust Co4$1.42K0.00%+4New
Financial Synergies Wealth Advisors, Inc.6$1.59K0.00%00.0%Unchanged
Union Savings Bank5$1.69K0.00%00.0%Unchanged
WestEnd Advisors, LLC5$1.69K0.00%00.0%Unchanged
Life Planning Partners, Inc5$1.69K0.00%+5New
Hartford Financial Management Inc.6$2.02K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$2.36K0.00%−1−12.5%Reduced
VisionPoint Advisory Group, LLC7$2.36K0.00%+7New
GHP Investment Advisors, Inc.8$2.70K0.00%−103−92.8%Reduced
Tucker Asset Management LLC8$2.70K0.00%00.0%Unchanged
Aspect Partners, LLC8$2.70K0.00%+8New
Princeton Global Asset Management LLC9$3.04K0.00%+9New
Private Wealth Management Group, LLC9$3.04K0.00%+9New
Longfellow Investment Management Co LLC10$3.37K0.00%00.0%Unchanged
Retirement Group, LLC10$3.37K0.00%+5+100.0%Added
Tennessee Valley Asset Management Partners10$3.37K0.00%+10New
Motco11$3.71K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA11$3.71K0.02%00.0%Unchanged
Colonial Trust Advisors11$3.71K0.00%+2+22.2%Added
Voisard Asset Management Group, Inc.11$3.71K0.00%+11New
Wetzel Investment Advisors, Inc.11$4.00K0.00%+11New
Jackson, Grant Investment Advisers, Inc.12$4.05K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$4.05K0.00%+12New
PayPay Securities Corp12$4.25K0.21%+4+50.0%Added
Valued Wealth Advisors LLC15$4.38K0.00%+15New
LGT Financial Advisors LLC13$4.39K0.01%−4−23.5%Reduced
Global Financial Private Client, LLC13$4.39K0.00%+4+44.4%Added
Arrow Financial Corp13$4.39K0.00%+13New
New Millennium Group LLC14$4.72K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA15$5.00K0.00%00.0%Unchanged
REAP Financial Group, LLC15$5.06K0.00%+15New
Delos Wealth Advisors, LLC15$5.06K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC15$5.06K0.00%+15New
Oakworth Capital, Inc.17$5.74K0.00%00.0%Unchanged
Macroview Investment Management LLC17$5.74K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC18$6.07K0.00%−6−25.0%Reduced
Chesapeake Asset Management LLC18$6.07K0.01%00.0%Unchanged
Piscataqua Savings Bank18$6.07K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC19$6.41K0.01%+19New
HighMark Wealth Management LLC20$6.75K0.00%00.0%Unchanged
BFSG, LLC20$6.75K0.00%+20New
Coston, McIsaac & Partners22$7.00K0.00%00.0%Unchanged
MB, Levis & Associates, LLC21$7.08K0.00%00.0%Unchanged
Creekmur Asset Management LLC21$7.08K0.00%+21New
Garner Asset Management Corp20$7.75K0.00%+20New
FinTrust Capital Advisors, LLC23$7.76K0.00%+11+91.7%Added
Burkett Financial Services, LLC24$8.10K0.00%+24New
Bruce G. Allen Investments, LLC24$8.10K0.01%+24New
Strategic Investment Solutions, Inc.25$8.43K0.00%−1,550−98.4%Reduced
PSI Advisors, LLC25$8.43K0.00%00.0%Unchanged
Clear Street Markets LLC28$9.00K0.00%−11−28.2%Reduced
Roble, Belko & Company, Inc27$9.00K0.00%00.0%Unchanged
JDM Financial Group LLC29$9.78K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.29$10.0K0.01%+29New
Riggs Asset Managment Co. Inc.30$10.1K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.33$11.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.33$11.1K0.01%−45−57.7%Reduced
Stephenson National Bank & Trust33$11.1K0.01%+16+94.1%Added
Moisand Fitzgerald Tamayo, LLC34$11.5K0.00%+1+3.0%Added
AlphaMark Advisors, LLC36$12.0K0.00%−27−42.9%Reduced
Ameliora Wealth Management Ltd.36$12.1K0.01%00.0%Unchanged
Pineridge Advisors LLC38$12.8K0.00%+38New
Lee Financial Co38$12.8K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.39$13.2K0.01%−164−80.8%Reduced
HHM Wealth Advisors, LLC39$13.2K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC39$13.2K0.00%00.0%Unchanged
Scarborough Advisors, LLC40$13.5K0.00%+40New
Raleigh Capital Management Inc.41$13.8K0.01%+41New
USA Financial Portformulas Corp42$14.2K0.00%−658−94.0%Reduced
BKM Wealth Management, LLC42$14.2K0.01%+42New
St Germain D J Co Inc43$14.5K0.00%+18+72.0%Added
Coppell Advisory Solutions LLC43$14.5K0.00%+43New
Fairfield, Bush & Co.44$14.8K0.01%+44New
First Pacific Financial46$15.5K0.00%+6+15.0%Added
Tidemark, LLC47$15.9K0.01%+47New
Optimum Investment Advisors50$16.9K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.50$16.9K0.02%+50New
Dunhill Financial, LLC50$16.9K0.02%+50New
DT Investment Partners, LLC45$17.0K0.00%00.0%Unchanged
Capital Analysts, LLC50$17.0K0.00%−3−5.7%Reduced
Key Financial Inc51$17.2K0.00%00.0%Unchanged
Salomon & Ludwin, LLC60$17.5K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC52$17.5K0.01%+52New
Asset Dedication, LLC55$18.0K0.00%−14−20.3%Reduced
Truvestments Capital LLC54$18.2K0.01%−48−47.1%Reduced
Evergreen Private Wealth LLC54$18.2K0.01%+54New
Main Street Group, LTD58$19.6K0.01%+58New
Beaird Harris Wealth Management, LLC58$19.6K0.00%+58New
Rakuten Securities, Inc.58$19.6K0.02%+58New
Marquette Asset Management, LLC59$19.9K0.00%−3−4.8%Reduced