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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 6,739 | $2.27M | 0.06% | +601+9.8% | Added |
| Harbor Capital Advisors, Inc. | 6,742 | $2.27M | 0.44% | +102+1.5% | Added |
| Derbend Asset Management | 6,803 | $2.30M | 1.33% | −6−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,805 | $2.30M | 0.14% | −1,532−18.4% | Reduced |
| Scott & Selber, Inc. | 6,815 | $2.30M | 0.86% | −89−1.3% | Reduced |
| Martingale Asset Management L P | 6,845 | $2.31M | 0.05% | −1,300−16.0% | Reduced |
| Independent Financial Group, LLC | 6,853 | $2.31M | 0.12% | −90−1.3% | Reduced |
| RiverPark Advisors, LLC | 6,854 | $2.31M | 2.13% | −68−1.0% | Reduced |
| Horizon Investments, LLC | 6,954 | $2.35M | 0.07% | +2,855+69.7% | Added |
| Burns J W & Co Inc | 6,999 | $2.36M | 0.35% | −247−3.4% | Reduced |
| Panagora Asset Management Inc | 7,098 | $2.39M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,098 | $2.39M | 0.31% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,152 | $2.41M | 0.03% | +2,472+52.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,168 | $2.42M | 0.14% | −2,199−23.5% | Reduced |
| Principal Securities, Inc. | 7,229 | $2.44M | 0.09% | +7,229 | New |
| Freestone Capital Holdings, LLC | 7,263 | $2.45M | 0.11% | +485+7.2% | Added |
| Wendell David Associates Inc | 7,275 | $2.45M | 0.26% | −300−4.0% | Reduced |
| Intrust Bank NA | 7,391 | $2.49M | 0.29% | −41−0.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,400 | $2.50M | 2.07% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 7,449 | $2.51M | 0.05% | +650+9.6% | Added |
| Wisconsin Capital Management LLC | 7,455 | $2.52M | 1.49% | +428+6.1% | Added |
| Vestcor Inc | 7,494 | $2.53M | 0.09% | −78−1.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,500 | $2.53M | 1.39% | +2,000+36.4% | Added |
| Pinnacle Wealth Management, LLC | 7,630 | $2.57M | 2.94% | −132−1.7% | Reduced |
| VGI Partners Ltd | 7,693 | $2.60M | 0.28% | +493+6.8% | Added |
| Strategic Advocates LLC | 7,797 | $2.63M | 1.12% | +495+6.8% | Added |
| Stephens Inc | 7,846 | $2.65M | 0.05% | −350−4.3% | Reduced |
| Dakota Wealth Management | 7,890 | $2.66M | 0.10% | −1,982−20.1% | Reduced |
| RDA Financial Network | 7,891 | $2.66M | 1.01% | −1,061−11.9% | Reduced |
| Winton Group Ltd | 7,893 | $2.66M | 0.19% | −4,949−38.5% | Reduced |
| Canal Capital Management, LLC | 7,935 | $2.68M | 0.50% | +864+12.2% | Added |
| Herold Advisors, Inc. | 7,950 | $2.68M | 0.74% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 7,963 | $2.69M | 0.14% | +579+7.8% | Added |
| PKO Investment Management Joint-Stock Co | 8,000 | $2.70M | 0.34% | +5,000+166.7% | Added |
| Front Row Advisors LLC | 8,041 | $2.71M | 1.25% | +50+0.6% | Added |
| First Bank & Trust | 8,095 | $2.73M | 0.66% | −257−3.1% | Reduced |
| Alberta Investment Management Corp | 8,100 | $2.73M | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,209 | $2.77M | 0.08% | +435+5.6% | Added |
| Girard Partners Ltd. | 8,215 | $2.77M | 0.28% | −147−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,229 | $2.78M | 0.15% | +460+5.9% | Added |
| Cyndeo Wealth Partners, LLC | 8,236 | $2.78M | 0.26% | −5,408−39.6% | Reduced |
| Oak Asset Management, LLC | 8,265 | $2.79M | 1.11% | −200−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,312 | $2.80M | 0.14% | −46−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 8,315 | $2.81M | 0.03% | +3,054+58.0% | Added |
| Dynamic Advisor Solutions LLC | 8,738 | $2.82M | 0.11% | +2,920+50.2% | Added |
| First Citizens Bank & Trust Co | 8,358 | $2.82M | 0.05% | −3,691−30.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,359 | $2.82M | 0.09% | −10−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,364 | $2.82M | 0.28% | −119−1.4% | Reduced |
| Hills Bank & Trust Co | 8,369 | $2.82M | 0.28% | −107−1.3% | Reduced |
| Compagnie Lombard Odier SCmA | 8,380 | $2.83M | 0.05% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,460 | $2.85M | 0.12% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,488 | $2.86M | 0.45% | +991+13.2% | Added |
| Banque Cantonale Vaudoise | 8,538 | $2.88M | 0.13% | −5,869−40.7% | Reduced |
| Trifecta Capital Advisors, LLC | 8,553 | $2.89M | 0.80% | +610+7.7% | Added |
| Thoroughbred Financial Services, LLC | 8,602 | $2.90M | 0.23% | +909+11.8% | Added |
| L & S Advisors Inc | 8,633 | $2.91M | 0.35% | −1,366−13.7% | Reduced |
| Ostrum Asset Management | 8,654 | $2.92M | 0.25% | +928+12.0% | Added |
| Brookstone Capital Management | 8,736 | $2.95M | 0.06% | +1,477+20.3% | Added |
| BNC Wealth Management, LLC | 8,755 | $2.95M | 1.40% | +62+0.7% | Added |
| Arthur M. Cohen & Associates, LLC | 8,850 | $2.99M | 0.70% | +34+0.4% | Added |
| Brighton Jones LLC | 8,857 | $2.99M | 0.13% | −24−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 8,933 | $3.01M | 0.09% | +492+5.8% | Added |
| Whittier Trust Co | 8,937 | $3.01M | 0.05% | −36−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,961 | $3.02M | 0.04% | −27−0.3% | Reduced |
| Lighthouse Investment Partners, LLC | 9,007 | $3.04M | 0.22% | +9,007 | New |
| Nomura Holdings Inc | 9,037 | $3.05M | 0.03% | +9,037 | New |
| Schonfeld Strategic Advisors LLC | 9,038 | $3.05M | 0.03% | +9,038 | New |
| Lincoln National Corp | 9,063 | $3.06M | 0.05% | +1,358+17.6% | Added |
| Highlander Capital Management, LLC | 9,075 | $3.06M | 1.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,652 | $3.07M | 0.03% | +986+12.9% | Added |
| FJ Investments, LLC | 9,100 | $3.07M | 0.15% | +9,100 | New |
| Rockingstone Advisors LLC | 9,103 | $3.07M | 1.72% | +592+7.0% | Added |
| Raymond James Trust N.A. | 9,130 | $3.08M | 0.08% | −1,175−11.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,254 | $3.12M | 1.97% | +90+1.0% | Added |
| Beacon Pointe Advisors, LLC | 9,314 | $3.14M | 0.04% | −511−5.2% | Reduced |
| WD Rutherford LLC | 8,401 | $3.16M | 1.84% | −50−0.6% | Reduced |
| Family Capital Trust Co | 9,380 | $3.16M | 1.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,463 | $3.19M | 0.04% | +1,636+20.9% | Added |
| Snowden Capital Advisors LLC | 9,466 | $3.19M | 0.12% | −1,362−12.6% | Reduced |
| Avantax Advisory Services, Inc. | 9,508 | $3.21M | 0.03% | +403+4.4% | Added |
| Squarepoint Ops LLC | 9,540 | $3.22M | 0.01% | +20.0% | Added |
| Fiduciary Trust Co | 9,614 | $3.24M | 0.05% | −181−1.8% | Reduced |
| Veriti Management LLC | 9,619 | $3.25M | 0.29% | +418+4.5% | Added |
| Independent Advisor Alliance | 9,647 | $3.25M | 0.12% | −86−0.9% | Reduced |
| Phoenix Holdings Ltd. | 8,846 | $3.29M | 0.05% | +104+1.2% | Added |
| Ossiam | 9,750 | $3.29M | 0.05% | +823+9.2% | Added |
| Strategic Planning Group, LLC | 9,816 | $3.31M | 1.10% | +9,816 | New |
| Brinker Capital Investments, LLC | 10,113 | $3.33M | 0.04% | −242−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 10,113 | $3.33M | 0.04% | −242−2.3% | Reduced |
| Welch & Forbes LLC | 9,905 | $3.34M | 0.05% | −55−0.6% | Reduced |
| Everence Capital Management Inc | 9,930 | $3.35M | 0.24% | +220+2.3% | Added |
| Nwam LLC | 9,970 | $3.36M | 0.27% | −441−4.2% | Reduced |
| MAI Capital Management | 9,976 | $3.37M | 0.04% | +4,716+89.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,899 | $3.37M | 0.03% | +27+0.3% | Added |
| Roundview Capital LLC | 9,977 | $3.37M | 0.31% | +17+0.2% | Added |
| Orion Capital Management LLC | 10,109 | $3.41M | 2.00% | −450−4.3% | Reduced |
| United Services Automobile Association | 10,258 | $3.46M | 0.08% | +10,258 | New |
| Sumitomo Life Insurance Co | 10,300 | $3.47M | 0.11% | −396−3.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,447 | $3.52M | 0.01% | −607−5.5% | Reduced |
| Motley Fool Asset Management LLC | 10,457 | $3.53M | 0.26% | +657+6.7% | Added |