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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 10,724 | $3.62M | 0.35% | −1,598−13.0% | Reduced |
| Covenant Asset Management, LLC | 10,802 | $3.64M | 1.01% | −1,184−9.9% | Reduced |
| Blue Square Asset Management, LLC | 10,816 | $3.65M | 2.43% | −41−0.4% | Reduced |
| Quantinno Capital Management LP | 10,851 | $3.66M | 0.13% | −1,953−15.3% | Reduced |
| Private Advisor Group, LLC | 10,886 | $3.67M | 0.03% | −310−2.8% | Reduced |
| Apollon Wealth Management, LLC | 10,943 | $3.69M | 0.13% | +2,670+32.3% | Added |
| Marks Group Wealth Management, Inc | 10,963 | $3.70M | 0.42% | +139+1.3% | Added |
| Illinois Municipal Retirement Fund | 10,965 | $3.70M | 0.06% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 11,009 | $3.71M | 0.30% | −1,925−14.9% | Reduced |
| Zions Bancorporation, N.A. | 11,051 | $3.73M | 0.26% | +272+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,143 | $3.76M | 0.10% | +54+0.5% | Added |
| Gamco Investors, Inc. Et Al | 11,170 | $3.77M | 0.04% | −3,332−23.0% | Reduced |
| HM Payson & Co | 11,181 | $3.77M | 0.08% | +505+4.7% | Added |
| Petredis Investment Advisors LLC | 11,351 | $3.83M | 0.50% | −400−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 11,462 | $3.87M | 0.25% | +98+0.9% | Added |
| AustralianSuper Pty Ltd | 11,464 | $3.87M | 0.02% | +1,712+17.6% | Added |
| Saranac Partners Ltd | 11,515 | $3.88M | 2.57% | −10,675−48.1% | Reduced |
| Bahl & Gaynor Inc | 11,656 | $3.93M | 0.02% | +570+5.1% | Added |
| KMG Fiduciary Partners, LLC | 11,663 | $3.93M | 0.46% | +606+5.5% | Added |
| Sandy Spring Bank | 11,669 | $3.94M | 0.20% | +681+6.2% | Added |
| Jupiter Asset Management Ltd | 11,731 | $3.96M | 0.04% | −18,958−61.8% | Reduced |
| 1st Source Bank | 11,751 | $3.96M | 0.24% | −145−1.2% | Reduced |
| Natixis Investment Managers International | 11,840 | $3.99M | 0.28% | +60+0.5% | Added |
| Tandem Investment Advisors, Inc. | 12,051 | $4.07M | 0.16% | −745−5.8% | Reduced |
| Legacy Trust | 12,053 | $4.07M | 1.06% | +105+0.9% | Added |
| Empirical Finance, LLC | 12,215 | $4.12M | 0.29% | +12+0.1% | Added |
| Cornerstone Advisors, LLC | 12,300 | $4.15M | 0.18% | −1,400−10.2% | Reduced |
| Peapack Gladstone Financial Corp | 12,359 | $4.17M | 0.07% | −48−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,543 | $4.23M | 0.30% | −313−2.4% | Reduced |
| Oak Associates, Ltd | 12,574 | $4.24M | 0.32% | −114−0.9% | Reduced |
| Power Corp of Canada | 12,611 | $4.25M | 0.44% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 12,602 | $4.26M | 0.30% | +1,709+15.7% | Added |
| D.A. Davidson & Co. | 12,726 | $4.29M | 0.04% | +506+4.1% | Added |
| Wedbush Securities Inc | 12,765 | $4.31M | 0.19% | −163−1.3% | Reduced |
| La Banque Postale Asset Management SA | 12,944 | $4.37M | 0.10% | −5,264−28.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 12,956 | $4.37M | 0.46% | +129+1.0% | Added |
| AIA Group Ltd | 12,999 | $4.39M | 0.18% | +2,108+19.4% | Added |
| Richard Bernstein Advisors LLC | 13,000 | $4.39M | 0.10% | +9+0.1% | Added |
| Hantz Financial Services, Inc. | 13,005 | $4.39M | 0.10% | +145+1.1% | Added |
| Cornerstone Capital, Inc. | 13,261 | $4.47M | 0.49% | +45+0.3% | Added |
| LMR Partners LLP | 13,415 | $4.53M | 0.11% | +4,811+55.9% | Added |
| Kestra Advisory Services, LLC | 13,440 | $4.53M | 0.04% | +530+4.1% | Added |
| Trexquant Investment LP | 13,880 | $4.68M | 0.11% | −1,028−6.9% | Reduced |
| Oppenheimer & Co Inc | 13,902 | $4.69M | 0.09% | +1,597+13.0% | Added |
| Bouvel Investment Partners, LLC | 13,923 | $4.70M | 2.19% | +254+1.9% | Added |
| Jump Financial, LLC | 14,085 | $4.75M | 0.15% | +12,326+700.7% | Added |
| SG Americas Securities, LLC | 14,105 | $4.76M | 0.05% | −7,199−33.8% | Reduced |
| Atria Wealth Solutions, Inc. | 14,132 | $4.77M | 0.06% | +801+6.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,155 | $4.78M | 0.21% | −460−3.1% | Reduced |
| Tredje AP-fonden | 14,176 | $4.78M | 0.06% | −8,300−36.9% | Reduced |
| Abner Herrman & Brock LLC | 14,260 | $4.81M | 0.68% | +14,260 | New |
| Prospect Hill Management, LLC | 14,325 | $4.83M | 2.88% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,331 | $4.83M | 0.23% | −206−1.4% | Reduced |
| Bath Savings Trust Co | 14,372 | $4.85M | 0.54% | −19−0.1% | Reduced |
| NewEdge Wealth, LLC | 14,406 | $4.86M | 0.12% | −470−3.2% | Reduced |
| Greenfield Seitz Capital Management, LLC | 14,432 | $4.87M | 1.94% | +14,432 | New |
| Marketfield Asset Management LLC | 14,615 | $4.93M | 4.00% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 14,700 | $4.96M | 0.44% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 14,847 | $5.01M | 0.06% | −27−0.2% | Reduced |
| Toroso Investments, LLC | 14,850 | $5.01M | 0.12% | +1,903+14.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,852 | $5.01M | 0.06% | −38,379−72.1% | Reduced |
| Simmons Bank | 14,997 | $5.06M | 0.41% | −300−2.0% | Reduced |
| Andra AP-fonden | 15,100 | $5.09M | 0.27% | −1,400−8.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,163 | $5.12M | 0.42% | +64+0.4% | Added |
| Verition Fund Management LLC | 15,371 | $5.19M | 0.05% | +9,767+174.3% | Added |
| Metis Global Partners, LLC | 15,470 | $5.22M | 0.21% | −961−5.8% | Reduced |
| Mirova | 15,503 | $5.23M | 1.07% | −15−0.1% | Reduced |
| Vestor Capital, LLC | 15,513 | $5.23M | 0.50% | +9,166+144.4% | Added |
| E. Ohman J:or Asset Management AB | 15,524 | $5.24M | 0.19% | −2,862−15.6% | Reduced |
| Stratos Wealth Partners, LTD. | 15,633 | $5.27M | 0.10% | +94+0.6% | Added |
| Silverarc Capital Management, LLC | 15,808 | $5.33M | 1.64% | +15,808 | New |
| Gotham Asset Management, LLC | 15,827 | $5.34M | 0.10% | −4,931−23.8% | Reduced |
| Capital Insight Partners, LLC | 15,829 | $5.34M | 1.09% | +1,269+8.7% | Added |
| Arlington Financial Advisors, LLC | 16,174 | $5.46M | 1.63% | −48−0.3% | Reduced |
| Robocap Asset Management Ltd | 16,284 | $5.49M | 4.19% | −57−0.3% | Reduced |
| Park Avenue Securities LLC | 16,305 | $5.50M | 0.08% | +2,653+19.4% | Added |
| Baker Avenue Asset Management, LP | 16,437 | $5.55M | 0.24% | +761+4.9% | Added |
| Bleakley Financial Group, LLC | 16,475 | $5.56M | 0.18% | +4,759+40.6% | Added |
| PEAK6 Investments LLC | 16,581 | $5.59M | 0.24% | +8,337+101.1% | Added |
| NEOS Investment Management LLC | 16,618 | $5.61M | 0.53% | +843+5.3% | Added |
| Aquatic Capital Management LLC | 16,720 | $5.64M | 0.14% | −44,360−72.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $5.74M | 0.08% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 17,040 | $5.75M | 1.69% | +310+1.9% | Added |
| Sawtooth Solutions, LLC | 17,095 | $5.77M | 0.16% | +5,379+45.9% | Added |
| Boston Trust Walden Corp | 17,167 | $5.79M | 0.04% | −1,358−7.3% | Reduced |
| TD Waterhouse Canada Inc. | 17,554 | $5.81M | 0.05% | −381−2.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,262 | $5.82M | 1.10% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 17,364 | $5.86M | 0.09% | +14,772+569.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 10,385 | $5.88M | 0.08% | +10,385 | New |
| Hikari Tsushin, Inc. | 17,547 | $5.92M | 0.54% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 17,722 | $5.98M | 0.07% | +17,722 | New |
| Deuterium Capital Management, LLC | 18,000 | $6.07M | 20.25% | 00.0% | Unchanged |
| Commerce Bank | 18,157 | $6.13M | 0.04% | +590+3.4% | Added |
| New Mexico Educational Retirement Board | 18,242 | $6.15M | 0.24% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 16,434 | $6.25M | 1.27% | −10,540−39.1% | Reduced |
| McBroom & Associates, LLC | 18,592 | $6.27M | 4.57% | +59+0.3% | Added |
| Ravenstone Capital Management Inc. | 18,594 | $6.27M | 4.54% | +290+1.6% | Added |
| Baird Financial Group, Inc. | 18,677 | $6.30M | 0.01% | −1,831−8.9% | Reduced |
| Azzad Asset Management Inc | 18,896 | $6.37M | 0.81% | +2,363+14.3% | Added |
| Tompkins Financial Corp | 18,908 | $6.38M | 0.77% | +3,494+22.7% | Added |