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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 33,566 | $11.3M | 0.04% | −299,963−89.9% | Reduced |
| Simplex Trading, LLC | 33,585 | $11.3M | 0.35% | +33,585 | New |
| Lyell Wealth Management, LP | 33,706 | $11.4M | 1.29% | +243+0.7% | Added |
| South State Corp. | 33,728 | $11.4M | 0.97% | +121+0.4% | Added |
| Tritonpoint Wealth, LLC | 33,738 | $11.4M | 1.11% | +33,738 | New |
| Spouting Rock Asset Management, LLC | 33,822 | $11.4M | 4.18% | −8,025−19.2% | Reduced |
| Groupama Asset Managment | 34,024 | $11.5M | 0.30% | +34,024 | New |
| CWM Advisors, LLC | 34,096 | $11.5M | 1.27% | +580+1.7% | Added |
| Boston Private Wealth LLC | 34,417 | $11.6M | 0.28% | −8,247−19.3% | Reduced |
| AE Wealth Management LLC | 31,053 | $11.6M | 0.06% | −2,175−6.5% | Reduced |
| Parallel Advisors, LLC | 35,216 | $11.9M | 0.35% | −543−1.5% | Reduced |
| Cetera Advisor Networks LLC | 35,285 | $11.9M | 0.07% | +6,517+22.7% | Added |
| Carmignac Gestion | 36,371 | $12.3M | 0.21% | +10,764+42.0% | Added |
| Loup Funds, LLC | 36,586 | $12.3M | 4.90% | +1,275+3.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 36,863 | $12.4M | 0.05% | +4,356+13.4% | Added |
| 2Xideas AG | 36,986 | $12.5M | 1.34% | +156+0.4% | Added |
| Financial Counselors Inc | 37,425 | $12.6M | 0.23% | +816+2.2% | Added |
| Cim, LLC | 32,554 | $12.7M | 1.97% | −280−0.9% | Reduced |
| Atria Investments LLC | 38,357 | $12.9M | 0.20% | −498−1.3% | Reduced |
| Bradley Foster & Sargent Inc | 38,385 | $12.9M | 0.25% | +15,778+69.8% | Added |
| Douglas Lane & Associates, LLC | 38,403 | $13.0M | 0.20% | −5,241−12.0% | Reduced |
| Wintrust Investments LLC | 38,596 | $13.0M | 1.26% | +2,682+7.5% | Added |
| Mercer Global Advisors Inc | 38,848 | $13.1M | 0.04% | +762+2.0% | Added |
| Wealthfront Advisers LLC | 38,921 | $13.1M | 0.05% | +3,106+8.7% | Added |
| State of Alaska, Department of Revenue | 39,649 | $13.4M | 0.16% | −3,345−7.8% | Reduced |
| Slow Capital, Inc. | 39,711 | $13.4M | 2.33% | +40+0.1% | Added |
| Integral Health Asset Management, LLC | 40,000 | $13.5M | 1.95% | +40,000 | New |
| AQR Capital Management LLC | 40,086 | $13.5M | 0.03% | −40,197−50.1% | Reduced |
| British Columbia Investment Management Corp | 40,444 | $13.6M | 0.11% | +8,584+26.9% | Added |
| Marex Group plc | 40,480 | $13.7M | 0.54% | +40,480 | New |
| Cresset Asset Management, LLC | 40,954 | $13.8M | 0.08% | +3,904+10.5% | Added |
| Congress Wealth Management LLC | 41,277 | $13.9M | 0.26% | +589+1.4% | Added |
| Captrust Financial Advisors | 41,721 | $14.1M | 0.05% | +739+1.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 41,789 | $14.1M | 0.08% | +4,672+12.6% | Added |
| Vontobel Holding Ltd. | 42,422 | $14.3M | 0.12% | −1,134−2.6% | Reduced |
| ABN AMRO Bank N.V. | 42,517 | $14.4M | 0.24% | −2,527−5.6% | Reduced |
| iA Global Asset Management Inc. | 42,959 | $14.5M | 0.33% | +1,940+4.7% | Added |
| Forte Capital LLC | 43,117 | $14.5M | 1.99% | −1,307−2.9% | Reduced |
| Eagle Health Investments LP | 43,390 | $14.6M | 2.97% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 43,418 | $14.7M | 0.08% | +43,418 | New |
| Shelton Capital Management | 43,603 | $14.7M | 0.47% | −10,262−19.1% | Reduced |
| Lockheed Martin Investment Management Co | 47,550 | $14.9M | 1.07% | +47,550 | New |
| Natixis | 45,440 | $15.3M | 0.12% | −54,397−54.5% | Reduced |
| Factory Mutual Insurance Co | 45,600 | $15.4M | 0.19% | 00.0% | Unchanged |
| Tenere Capital LLC | 45,634 | $15.4M | 5.03% | +3,532+8.4% | Added |
| Capital International Inc | 45,850 | $15.5M | 0.24% | +4,726+11.5% | Added |
| Lido Advisors, LLC | 46,019 | $15.5M | 0.15% | +11,947+35.1% | Added |
| Mutual of America Capital Management LLC | 47,222 | $15.9M | 0.18% | −2,058−4.2% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 47,460 | $16.0M | 0.81% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 48,283 | $16.3M | 0.12% | +558+1.2% | Added |
| Washington Trust Co | 49,235 | $16.6M | 0.66% | −466−0.9% | Reduced |
| Ithaka Group LLC | 49,260 | $16.6M | 3.28% | −833−1.7% | Reduced |
| Louisiana State Employees Retirement System | 49,300 | $16.6M | 0.35% | −300−0.6% | Reduced |
| Hikari Power Ltd | 49,410 | $16.7M | 1.59% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 49,491 | $16.7M | 0.76% | −1,336−2.6% | Reduced |
| Nissay Asset Management Corp | 49,706 | $16.8M | 0.13% | +4,083+8.9% | Added |
| Pacer Advisors, Inc. | 49,950 | $16.9M | 0.05% | +5,803+13.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 50,000 | $16.9M | 0.32% | +50,000 | New |
| MayTech Global Investments, LLC | 50,575 | $17.1M | 3.45% | +188+0.4% | Added |
| Glenmede Trust Co NA | 50,616 | $17.1M | 0.09% | −6,347−11.1% | Reduced |
| Nordea Investment Management AB | 51,150 | $17.3M | 0.02% | +640+1.3% | Added |
| RPG Investment Advisory, LLC | 51,254 | $17.3M | 2.81% | +447+0.9% | Added |
| Janney Montgomery Scott LLC | 51,301 | $17.3M | 0.06% | +2,504+5.1% | Added |
| Exor Capital LLP | 51,357 | $17.3M | 0.83% | +18,500+56.3% | Added |
| Hancock Whitney Corp | 51,546 | $17.4M | 0.65% | −283−0.5% | Reduced |
| Azimuth Capital Investment Management LLC | 52,235 | $17.6M | 0.79% | −234−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 52,258 | $17.6M | 0.08% | −1,542−2.9% | Reduced |
| Waycross Partners, LLC | 52,349 | $17.7M | 3.31% | −3,094−5.6% | Reduced |
| Atika Capital Management LLC | 52,600 | $17.7M | 2.52% | −2,900−5.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 52,994 | $17.9M | 0.28% | −149−0.3% | Reduced |
| Creative Planning | 53,789 | $18.1M | 0.03% | +1,945+3.8% | Added |
| Walleye Trading LLC | 54,147 | $18.3M | 0.27% | +2,886+5.6% | Added |
| Oppenheimer Asset Management Inc. | 54,242 | $18.3M | 0.25% | −2,528−4.5% | Reduced |
| Redmile Group, LLC | 54,258 | $18.3M | 0.65% | +54,258 | New |
| QRG Capital Management, Inc. | 54,440 | $18.4M | 0.27% | +5,067+10.3% | Added |
| Perceptive Advisors LLC | 55,000 | $18.6M | 0.41% | +55,000 | New |
| New York Life Investment Management LLC | 55,084 | $18.6M | 0.19% | +496+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,157 | $18.6M | 0.24% | −602−1.1% | Reduced |
| Yousif Capital Management, LLC | 55,566 | $18.7M | 0.22% | −1,364−2.4% | Reduced |
| Banco Santander, S.A. | 56,427 | $19.0M | 0.22% | +36,617+184.8% | Added |
| Van Eck Associates Corp | 56,513 | $19.1M | 0.03% | +3,018+5.6% | Added |
| London & Capital Asset Management Ltd | 57,612 | $19.4M | 1.63% | −1,418−2.4% | Reduced |
| Picton Mahoney Asset Management | 57,720 | $19.5M | 0.90% | +134+0.2% | Added |
| Pittenger & Anderson Inc | 58,297 | $19.7M | 0.88% | +1,923+3.4% | Added |
| Spence Asset Management | 58,371 | $19.7M | 5.46% | +399+0.7% | Added |
| Tower Research Capital LLC (TRC) | 58,853 | $19.9M | 0.25% | +34,402+140.7% | Added |
| Cadinha & Co LLC | 58,904 | $19.9M | 3.17% | −299−0.5% | Reduced |
| Salem Investment Counselors Inc | 59,188 | $20.0M | 0.68% | +684+1.2% | Added |
| GAM Holding AG | 59,968 | $20.2M | 1.50% | +1,644+2.8% | Added |
| USS Investment Management Ltd | 59,998 | $20.2M | 0.18% | −8,361−12.2% | Reduced |
| Swiss Life Asset Management Ltd | 60,501 | $20.4M | 0.25% | +23,884+65.2% | Added |
| Williams Jones Wealth Management, LLC. | 60,612 | $20.4M | 0.29% | +54,809+944.5% | Added |
| Utah Retirement Systems | 60,647 | $20.5M | 0.26% | +444+0.7% | Added |
| Capital International Ltd | 60,779 | $20.5M | 1.05% | +589+1.0% | Added |
| J Arnold Wealth Management Co | 61,081 | $20.6M | 7.02% | +2,214+3.8% | Added |
| Assetmark, Inc | 61,360 | $20.7M | 0.07% | +14,100+29.8% | Added |
| Czech National Bank | 61,673 | $20.8M | 0.30% | +265+0.4% | Added |
| Daiwa Securities Group Inc. | 58,258 | $21.1M | 0.13% | −3,357−5.4% | Reduced |
| Mariner, LLC | 62,822 | $21.2M | 0.05% | +13,678+27.8% | Added |
| Gagnon Securities LLC | 63,309 | $21.4M | 5.13% | −2,920−4.4% | Reduced |