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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 4,344 | $1.47M | 0.08% | +1,569+56.5% | Added |
| Old National Bancorp | 4,358 | $1.47M | 0.04% | −1,411−24.5% | Reduced |
| Anchor Investment Management, LLC | 4,363 | $1.47M | 0.17% | +277+6.8% | Added |
| Integrated Wealth Concepts LLC | 4,388 | $1.48M | 0.02% | +250+6.0% | Added |
| Alps Advisors Inc | 4,399 | $1.48M | 0.01% | −156−3.4% | Reduced |
| Stablepoint Partners, LLC | 4,434 | $1.50M | 0.38% | +4,434 | New |
| Andrew Hill Investment Advisors, Inc. | 4,460 | $1.50M | 1.57% | +4,460 | New |
| Geneva Capital Management LLC | 4,479 | $1.51M | 0.03% | +1,936+76.1% | Added |
| RMR Wealth Builders | 4,492 | $1.52M | 0.21% | +416+10.2% | Added |
| Alhambra Investment Partners LLC | 4,500 | $1.52M | 0.90% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 4,518 | $1.52M | 0.81% | +124+2.8% | Added |
| Alamar Capital Management, LLC | 4,525 | $1.53M | 1.21% | +164+3.8% | Added |
| Churchill Management Corp | 4,573 | $1.54M | 0.02% | −809−15.0% | Reduced |
| Harvest Fund Management Co., Ltd | 4,593 | $1.54M | 0.24% | +1,512+49.1% | Added |
| Sigma Planning Corp | 4,583 | $1.55M | 0.12% | −6,198−57.5% | Reduced |
| RMB Capital Management, LLC | 4,594 | $1.55M | 0.05% | −82−1.8% | Reduced |
| Angeles Wealth Management, LLC | 4,619 | $1.56M | 0.19% | +20+0.4% | Added |
| Segment Wealth Management, LLC | 4,628 | $1.56M | 0.14% | +745+19.2% | Added |
| PAX Financial Group, LLC | 4,045 | $1.57M | 0.32% | −1,021−20.2% | Reduced |
| Stonebridge Capital Advisors LLC | 4,650 | $1.57M | 0.16% | +105+2.3% | Added |
| Malaga Cove Capital, LLC | 4,656 | $1.57M | 0.66% | +193+4.3% | Added |
| South Dakota Investment Council | 4,659 | $1.57M | 0.03% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,712 | $1.59M | 0.51% | −643−12.0% | Reduced |
| Equitable Holdings, Inc. | 4,720 | $1.59M | 0.02% | −88−1.8% | Reduced |
| Quadrant Capital Group LLC | 4,793 | $1.62M | 0.14% | +1,662+53.1% | Added |
| Savant Capital, LLC | 4,811 | $1.62M | 0.02% | +1,509+45.7% | Added |
| Schechter Investment Advisors, LLC | 4,822 | $1.63M | 0.14% | +224+4.9% | Added |
| Atom Investors LP | 4,832 | $1.63M | 0.29% | +4,832 | New |
| Balboa Wealth Partners | 4,837 | $1.63M | 0.54% | −782−13.9% | Reduced |
| Aptus Capital Advisors, LLC | 4,872 | $1.64M | 0.05% | −6,430−56.9% | Reduced |
| Texas Yale Capital Corp. | 4,884 | $1.65M | 0.08% | −10.0% | Reduced |
| Traynor Capital Management, Inc. | 4,918 | $1.66M | 0.19% | +961+24.3% | Added |
| Gilliland Jeter Wealth Management LLC | 4,951 | $1.67M | 0.69% | +4,951 | New |
| Stiles Financial Services Inc | 4,953 | $1.67M | 0.76% | −122−2.4% | Reduced |
| SYSTM Wealth Solutions LLC | 5,007 | $1.69M | 0.23% | −3,228−39.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,136 | $1.73M | 0.03% | +4,334+540.4% | Added |
| Proequities, Inc. | 5,141 | $1.73M | 0.12% | +2,445+90.7% | Added |
| CAPROCK Group, Inc. | 5,154 | $1.74M | 0.11% | +263+5.4% | Added |
| Kampmann Melissa S. | 5,159 | $1.74M | 1.49% | +110+2.2% | Added |
| Meeder Advisory Services, Inc. | 5,187 | $1.75M | 0.20% | +426+8.9% | Added |
| Whitener Capital Management, Inc. | 5,219 | $1.76M | 0.64% | −50−0.9% | Reduced |
| Intellectus Partners, LLC | 5,235 | $1.77M | 0.51% | −275−5.0% | Reduced |
| Prospera Financial Services Inc | 5,243 | $1.77M | 0.06% | −342−6.1% | Reduced |
| Coalescence Partners Investment Management, LP | 5,267 | $1.78M | 1.60% | +5,267 | New |
| Everett Harris & Co | 5,278 | $1.78M | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,293 | $1.79M | 0.82% | +5,293 | New |
| TownSquare Capital, LLC | 5,309 | $1.79M | 0.03% | −4,536−46.1% | Reduced |
| Altman Advisors, Inc. | 5,323 | $1.80M | 0.94% | −20.0% | Reduced |
| Perigon Wealth Management, LLC | 5,336 | $1.80M | 0.06% | +186+3.6% | Added |
| HBK Sorce Advisory LLC | 5,346 | $1.80M | 0.07% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,353 | $1.81M | 0.15% | +638+13.5% | Added |
| Hilltop Holdings Inc. | 5,387 | $1.82M | 0.21% | +1,432+36.2% | Added |
| Alaethes Wealth LLC | 5,397 | $1.82M | 0.86% | −23−0.4% | Reduced |
| HB Wealth Management, LLC | 5,400 | $1.82M | 0.03% | −80−1.5% | Reduced |
| Accurate Wealth Management, LLC | 5,043 | $1.83M | 0.57% | −51−1.0% | Reduced |
| Concentric Capital Strategies, LP | 5,427 | $1.83M | 0.24% | +1,172+27.5% | Added |
| Simplify Asset Management Inc. | 5,467 | $1.84M | 0.29% | −1,954−26.3% | Reduced |
| King Luther Capital Management Corp | 5,482 | $1.85M | 0.01% | −10−0.2% | Reduced |
| Axq Capital, LP | 5,500 | $1.86M | 0.49% | +1,100+25.0% | Added |
| SageView Advisory Group, LLC | 4,926 | $1.86M | 0.08% | +4,241+619.1% | Added |
| China Universal Asset Management Co., Ltd. | 5,513 | $1.86M | 0.36% | −607−9.9% | Reduced |
| Riverpark Capital Management LLC | 5,538 | $1.87M | 2.85% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,575 | $1.88M | 0.02% | +1,466+35.7% | Added |
| Davenport & Co LLC | 5,624 | $1.90M | 0.01% | +661+13.3% | Added |
| Moody National Bank Trust Division | 5,647 | $1.91M | 0.15% | −3,966−41.3% | Reduced |
| First Hawaiian Bank | 5,670 | $1.91M | 0.06% | −6,465−53.3% | Reduced |
| Capital Asset Advisory Services LLC | 5,695 | $1.92M | 0.12% | +148+2.7% | Added |
| First Horizon Advisors, Inc. | 5,710 | $1.93M | 0.06% | +75+1.3% | Added |
| Broadwater Capital Management LLC | 5,772 | $1.95M | 1.53% | +5,772 | New |
| Court Place Advisors, LLC | 5,850 | $1.97M | 0.65% | −260−4.3% | Reduced |
| IMA Wealth, Inc. | 5,881 | $1.98M | 0.99% | −299−4.8% | Reduced |
| Spire Wealth Management | 5,302 | $1.99M | 0.07% | +5,302 | New |
| Linden Thomas Advisory Services, LLC | 5,920 | $2.00M | 0.37% | +517+9.6% | Added |
| Prime Capital Investment Advisors, LLC | 5,920 | $2.00M | 0.03% | +4,218+247.8% | Added |
| National Asset Management, Inc. | 5,921 | $2.00M | 0.05% | −1,545−20.7% | Reduced |
| Oak Harvest Investment Services | 5,949 | $2.01M | 0.40% | +3,124+110.6% | Added |
| STF Management LP | 5,962 | $2.01M | 0.95% | +228+4.0% | Added |
| Stratos Wealth Advisors, LLC | 5,965 | $2.01M | 0.12% | +297+5.2% | Added |
| Berger Financial Group, Inc | 6,069 | $2.05M | 0.21% | −17−0.3% | Reduced |
| Diversified Trust Co | 6,095 | $2.06M | 0.07% | −707−10.4% | Reduced |
| Goelzer Investment Management, Inc. | 6,127 | $2.07M | 0.13% | +6,127 | New |
| Falcon Wealth Planning | 6,176 | $2.08M | 0.36% | +6,176 | New |
| Tower View Investment Management & Research LLC | 6,202 | $2.09M | 1.30% | +4+0.1% | Added |
| First Financial Bankshares Inc | 6,220 | $2.10M | 0.05% | +6,220 | New |
| Keebeck Wealth Management, LLC | 6,249 | $2.11M | 0.35% | +37+0.6% | Added |
| Advisors Asset Management, Inc. | 6,251 | $2.11M | 0.04% | −1,398−18.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,294 | $2.12M | 0.00% | +3,924+165.6% | Added |
| Wetherby Asset Management Inc | 6,300 | $2.13M | 0.11% | −181−2.8% | Reduced |
| Claret Asset Management Corp | 6,322 | $2.13M | 0.38% | +371+6.2% | Added |
| Exome Asset Management LLC | 6,358 | $2.14M | 2.12% | +6,358 | New |
| Signaturefd, LLC | 6,364 | $2.15M | 0.05% | +213+3.5% | Added |
| Northwest & Ethical Investments L.P. | 6,391 | $2.16M | 0.07% | +6,391 | New |
| DFPG Investments, LLC | 6,694 | $2.16M | 0.17% | +448+7.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,393 | $2.16M | 0.71% | −86−1.3% | Reduced |
| Allworth Financial LP | 6,450 | $2.18M | 0.02% | −568−8.1% | Reduced |
| Vident Advisory, LLC | 6,529 | $2.20M | 0.06% | +502+8.3% | Added |
| Nilsine Partners, LLC | 6,560 | $2.21M | 0.34% | −700−9.6% | Reduced |
| PFG Advisors | 6,684 | $2.25M | 0.18% | +42+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 6,698 | $2.26M | 0.05% | −44−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 6,727 | $2.27M | 0.17% | −3,265−32.7% | Reduced |