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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 19,116 | $6.45M | 0.46% | +706+3.8% | Added |
| Montag A & Associates Inc | 19,491 | $6.58M | 0.37% | +393+2.1% | Added |
| Pinnacle Financial Partners Inc | 19,543 | $6.59M | 0.16% | +1,012+5.5% | Added |
| Lattice Capital Management, LLC | 19,600 | $6.61M | 7.33% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 19,631 | $6.62M | 1.14% | −1,212−5.8% | Reduced |
| Martin Capital Advisors, LLP | 19,676 | $6.64M | 5.60% | −20.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,837 | $6.69M | 0.01% | +192+1.0% | Added |
| Norinchukin Bank, The | 19,899 | $6.71M | 0.16% | −8,123−29.0% | Reduced |
| Ziegler Capital Management, LLC | 20,008 | $6.75M | 0.31% | +725+3.8% | Added |
| Seven Eight Capital, LP | 20,013 | $6.75M | 0.78% | −16,358−45.0% | Reduced |
| Advisory Services Network, LLC | 20,126 | $6.79M | 0.17% | −291−1.4% | Reduced |
| Acadian Asset Management LLC | 20,211 | $6.82M | 0.03% | −1,226−5.7% | Reduced |
| Colony Group, LLC | 20,456 | $6.90M | 0.09% | +20,456 | New |
| Prudential PLC | 20,520 | $6.92M | 0.07% | −300−1.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,575 | $6.94M | 0.12% | +20,575 | New |
| GTS Securities LLC | 20,709 | $6.99M | 0.15% | +12,046+139.1% | Added |
| Bokf, NA | 21,115 | $7.12M | 0.14% | +1,963+10.2% | Added |
| Great Lakes Advisors, LLC | 21,253 | $7.17M | 0.07% | +2,725+14.7% | Added |
| Crossmark Global Holdings, Inc. | 21,428 | $7.23M | 0.15% | −379−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 21,455 | $7.24M | 0.13% | +4,688+28.0% | Added |
| Credit Agricole S A | 21,621 | $7.29M | 0.15% | +13,144+155.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 21,767 | $7.34M | 0.16% | −7,595−25.9% | Reduced |
| Elite Wealth Management, Inc. | 22,064 | $7.44M | 2.19% | −454−2.0% | Reduced |
| Vantage Investment Partners, LLC | 22,125 | $7.46M | 0.74% | +3,552+19.1% | Added |
| Securian Asset Management, Inc | 22,293 | $7.52M | 0.21% | −2,921−11.6% | Reduced |
| North Star Asset Management Inc | 22,294 | $7.52M | 0.38% | +819+3.8% | Added |
| Adviser Investments LLC | 22,327 | $7.53M | 0.11% | +20,792+1,354.5% | Added |
| Ieq Capital, LLC | 22,471 | $7.58M | 0.13% | +3,033+15.6% | Added |
| Sivik Global Healthcare LLC | 22,500 | $7.59M | 3.17% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 22,803 | $7.69M | 0.74% | −5,960−20.7% | Reduced |
| Achmea Investment Management B.V. | 22,869 | $7.71M | 0.16% | −319−1.4% | Reduced |
| Omers Administration Corp | 22,913 | $7.73M | 0.10% | +10,021+77.7% | Added |
| Hoylecohen, LLC | 23,000 | $7.76M | 0.63% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23,004 | $7.76M | 0.74% | −223−1.0% | Reduced |
| Zacks Investment Management | 23,225 | $7.84M | 0.10% | −1,390−5.6% | Reduced |
| Regions Financial Corp | 23,241 | $7.84M | 0.06% | −1,015−4.2% | Reduced |
| Cetera Investment Advisers | 23,249 | $7.84M | 0.06% | +886+4.0% | Added |
| McGuire Investment Group, LLC | 23,359 | $7.88M | 1.31% | +351+1.5% | Added |
| Wolverine Trading, LLC | 23,445 | $7.91M | 0.06% | +23,445 | New |
| Abn Amro Investment Solutions | 23,518 | $7.93M | 0.14% | +2,855+13.8% | Added |
| FineMark National Bank & Trust | 23,522 | $7.94M | 0.32% | +760+3.3% | Added |
| EFG Asset Management (North America) Corp. | 23,528 | $7.94M | 1.51% | +4,431+23.2% | Added |
| Dillon & Associates Inc | 23,562 | $7.94M | 1.44% | −260−1.1% | Reduced |
| Hartford Investment Management Co | 23,722 | $8.00M | 0.30% | −220−0.9% | Reduced |
| Central Bank & Trust Co | 23,758 | $8.01M | 1.24% | +251+1.1% | Added |
| Ameritas Investment Partners, Inc. | 23,838 | $8.04M | 0.29% | −21−0.1% | Reduced |
| Nova R Wealth, Inc. | 23,956 | $8.08M | 5.09% | −1,300−5.1% | Reduced |
| Fiduciary Group LLC | 23,976 | $8.09M | 0.95% | −295−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,258 | $8.18M | 0.11% | +3,689+17.9% | Added |
| Pitcairn Co | 24,305 | $8.20M | 0.61% | −24−0.1% | Reduced |
| PFM Health Sciences, LP | 24,307 | $8.20M | 0.49% | −147,736−85.9% | Reduced |
| Unio Capital LLC | 24,310 | $8.20M | 4.20% | +35+0.1% | Added |
| Bayesian Capital Management, LP | 24,520 | $8.27M | 0.88% | +24,520 | New |
| Broadleaf Partners, LLC | 24,842 | $8.38M | 2.46% | −4,712−15.9% | Reduced |
| Tocqueville Asset Management L.P. | 25,065 | $8.46M | 0.15% | −50.0% | Reduced |
| Jackson Square Partners, LLC | 25,132 | $8.48M | 0.28% | −3,013−10.7% | Reduced |
| Caption Management, LLC | 25,210 | $8.50M | 0.93% | +25,210 | New |
| Greenleaf Trust | 25,252 | $8.52M | 0.09% | −869−3.3% | Reduced |
| Sierra Summit Advisors LLC | 25,303 | $8.54M | 2.49% | +25,303 | New |
| Johnson Investment Counsel Inc | 25,368 | $8.56M | 0.10% | +334+1.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 25,377 | $8.56M | 0.22% | +9,458+59.4% | Added |
| Cinctive Capital Management LP | 25,497 | $8.60M | 0.60% | +25,497 | New |
| Umb Bank N A | 26,071 | $8.80M | 0.13% | +2,029+8.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,363 | $8.89M | 0.04% | −932−3.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,671 | $9.00M | 0.19% | −8,610−24.4% | Reduced |
| Maryland State Retirement & Pension System | 27,190 | $9.17M | 0.19% | +289+1.1% | Added |
| Chartwell Investment Partners, LLC | 27,252 | $9.19M | 0.32% | +3,721+15.8% | Added |
| Chicago Capital, LLC | 27,341 | $9.22M | 0.33% | +27,341 | New |
| Oregon Public Employees Retirement Fund | 27,482 | $9.27M | 0.16% | −24,677−47.3% | Reduced |
| Meridian Wealth Management, LLC | 27,582 | $9.31M | 0.59% | +99+0.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,715 | $9.35M | 3.94% | +19,565+240.1% | Added |
| Sandler Capital Management | 27,836 | $9.39M | 1.21% | +27,836 | New |
| Bourne Lent Asset Management Inc | 28,064 | $9.47M | 3.84% | −165−0.6% | Reduced |
| Kentucky Retirement Systems | 28,170 | $9.50M | 0.30% | −624−2.2% | Reduced |
| Investment House LLC | 28,725 | $9.69M | 0.69% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 28,817 | $9.72M | 0.27% | −3,235−10.1% | Reduced |
| Maple Capital Management, Inc. | 29,095 | $9.82M | 0.98% | +8,018+38.0% | Added |
| Varma Mutual Pension Insurance Co | 29,500 | $9.95M | 0.11% | −34,247−53.7% | Reduced |
| JustInvest LLC | 29,730 | $10.0M | 0.26% | +5,101+20.7% | Added |
| Edmond de Rothschild Holding S.A. | 29,744 | $10.0M | 0.18% | −3,163−9.6% | Reduced |
| Hyman Charles D | 30,128 | $10.2M | 0.61% | +5,055+20.2% | Added |
| CIBC World Markets Inc. | 30,374 | $10.2M | 0.03% | −6,809−18.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,396 | $10.3M | 0.10% | −1,306−4.1% | Reduced |
| Renaissance Investment Group LLC | 30,508 | $10.3M | 2.56% | +202+0.7% | Added |
| Shell Asset Management Co | 30,567 | $10.3M | 0.48% | −13,419−30.5% | Reduced |
| Elo Mutual Pension Insurance Co | 30,675 | $10.3M | 0.28% | +1,348+4.6% | Added |
| Ethic Inc. | 30,752 | $10.4M | 0.31% | +1,188+4.0% | Added |
| Baader Bank INC | 30,868 | $10.4M | 0.89% | −6,070−16.4% | Reduced |
| Capital Fund Management S.A. | 30,904 | $10.4M | 0.13% | −84,652−73.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 31,012 | $10.5M | 1.34% | −130−0.4% | Reduced |
| Investment Management Corp of Ontario | 31,576 | $10.7M | 0.26% | +10,047+46.7% | Added |
| Intech Investment Management LLC | 31,650 | $10.7M | 0.16% | −4,688−12.9% | Reduced |
| CWM, LLC | 31,924 | $10.8M | 0.06% | +6,659+26.4% | Added |
| Armistice Capital, LLC | 32,000 | $10.8M | 0.29% | −65,212−67.1% | Reduced |
| Rheos Capital Works Inc. | 32,000 | $10.8M | 0.60% | −80,000−71.4% | Reduced |
| Mission Wealth Management, LP | 32,224 | $10.9M | 0.36% | −48−0.1% | Reduced |
| Profund Advisors LLC | 32,830 | $11.1M | 0.48% | +5,181+18.7% | Added |
| Alpine Woods Capital Investors, LLC | 33,226 | $11.2M | 1.68% | −100−0.3% | Reduced |
| Valicenti Advisory Services Inc | 33,412 | $11.3M | 3.43% | −77−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 33,565 | $11.3M | 1.02% | +1,971+6.2% | Added |