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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.

Institutional holdersQ4 2023: 1,674 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ4 2023: $100.2B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2023.

Institutions holding ISRG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
WealthCollab, LLC59$19.9K0.02%+59New
DAGCO, Inc.60$20.2K0.02%+60New
Dynamic Wealth Strategies, LLC60$20.2K0.02%+60New
Kathleen S. Wright Associates Inc.60$20.2K0.01%+60New
Baldwin Brothers Inc63$21.3K0.00%00.0%Unchanged
Cambridge Trust Co64$21.6K0.00%00.0%Unchanged
West Oak Capital, LLC60$22.0K0.01%00.0%Unchanged
Caitlin John, LLC66$22.3K0.02%+66New
Adirondack Trust Co60$23.1K0.01%−102−63.0%Reduced
Raffa Wealth Management, LLC70$23.6K0.01%−75−51.7%Reduced
Pflug Koory, LLC70$23.6K0.01%+39+125.8%Added
Fortitude Family Office, LLC70$23.6K0.02%+70New
Compass Wealth Management LLC72$24.3K0.01%00.0%Unchanged
Solstein Capital, LLC74$25.0K0.02%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.75$25.3K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC75$25.3K0.00%+75New
Prestige Wealth Management Group LLC75$25.3K0.01%+9+13.6%Added
Baystate Wealth Management LLC75$25.4K0.00%+45+150.0%Added
MCF Advisors LLC77$26.0K0.00%+40+108.1%Added
Dogwood Wealth Management LLC78$26.3K0.02%+78New
RFP Financial Group LLC80$27.0K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc81$27.0K0.03%00.0%Unchanged
Able Wealth Management LLC82$27.7K0.03%+82New
Householder Group Estate & Retirement Specialist, LLC84$28.0K0.01%−18−17.6%Reduced
Capital Advisors, Ltd. LLC87$29.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC87$29.4K0.01%00.0%Unchanged
Canton Hathaway, LLC90$30.0K0.01%00.0%Unchanged
NBC Securities, Inc.90$30.0K0.00%+19+26.8%Added
Atticus Wealth Management, LLC89$30.0K0.01%+41+85.4%Added
MeadowBrook Investment Advisors LLC90$30.4K0.03%+90New
O'Dell Group, LLC90$30.4K0.01%+90New
American Capital Advisory, LLC90$30.4K0.02%+90New
JTC Employer Solutions Trusteee Ltd93$31.0K0.00%00.0%Unchanged
Jefferies Financial Group Inc.93$31.4K0.00%+93New
Sachetta, LLC94$31.7K0.02%+94New
Maryland Capital Advisors Inc.100$33.7K0.02%00.0%Unchanged
Gradient Investments LLC102$34.4K0.00%00.0%Unchanged
West Tower Group, LLC103$34.7K0.07%−61−37.2%Reduced
Clean Yield Group108$36.4K0.02%00.0%Unchanged
Naples Money Management LLC112$37.8K0.04%+112New
Deseret Mutual Benefit Administrators113$38.1K0.02%−34−23.1%Reduced
GW&K Investment Management, LLC116$39.0K0.00%−1−0.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund116$39.1K0.00%+74+176.2%Added
Blue Bell Private Wealth Management, LLC119$40.1K0.01%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd120$40.5K0.00%−9,340−98.7%Reduced
GoalVest Advisory LLC123$41.5K0.02%00.0%Unchanged
Beacon Capital Management, LLC143$41.8K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC125$42.2K0.03%+125New
City Holding Co126$42.5K0.01%00.0%Unchanged
First Command Advisory Services, Inc.126$42.5K0.00%00.0%Unchanged
True Wealth Design, LLC127$42.8K0.01%+125+6,250.0%Added
Financial Avengers, Inc.130$43.9K0.03%00.0%Unchanged
Johnson Financial Group, Inc.131$44.2K0.00%−4−3.0%Reduced
Bogart Wealth, LLC134$45.2K0.00%+22+19.6%Added
Rocky Mountain Advisers, LLC135$45.5K0.02%00.0%Unchanged
Barrett & Company, Inc.136$45.9K0.02%00.0%Unchanged
Birchbrook, Inc.140$47.2K0.03%+140New
Annis Gardner Whiting Capital Advisors, LLC141$47.6K0.02%+1+0.7%Added
Resurgent Financial Advisors LLC142$47.9K0.03%+8+6.0%Added
First Financial Corp143$48.2K0.02%+47+49.0%Added
McGlone Suttner Wealth Management, Inc.145$48.9K0.01%+145New
Toth Financial Advisory Corp149$50.3K0.01%00.0%Unchanged
Bell Investment Advisors, Inc150$50.6K0.01%+16+11.9%Added
Hazlett, Burt & Watson, Inc.152$52.0K0.04%−66−30.3%Reduced
Planning Capital Management Corp160$54.0K0.04%+160New
Cornerstone Planning Group LLC165$55.7K0.02%+14+9.3%Added
Atwood & Palmer Inc168$56.7K0.00%00.0%Unchanged
Webster Bank, N. A.171$57.7K0.01%+171New
JFS Wealth Advisors, LLC175$59.0K0.01%+64+57.7%Added
PrairieView Partners, LLC180$61.0K0.01%00.0%Unchanged
Northwest Capital Management Inc183$61.7K0.02%00.0%Unchanged
Rise Advisors, LLC183$61.7K0.04%+179+4,475.0%Added
Gleason Group, Inc.190$64.1K0.01%00.0%Unchanged
Core Alternative Capital194$65.4K0.01%−146−42.9%Reduced
Castleview Partners, LLC195$65.8K0.05%00.0%Unchanged
Planned Solutions, Inc.195$65.8K0.03%+195New
City State Bank198$67.0K0.03%−27−12.0%Reduced
Itau Unibanco Holding S.A.202$68.1K0.00%+202New
Byrne Asset Management LLC202$68.2K0.05%––
Larson Financial Group LLC213$71.9K0.01%−18−7.8%Reduced
Concord Wealth Partners213$71.9K0.01%−18−7.8%Reduced
American National Bank214$72.2K0.01%−124−36.7%Reduced
Farmers & Merchants Investments Inc237$80.0K0.00%−22−8.5%Reduced
North Star Investment Management Corp.247$83.3K0.01%00.0%Unchanged
EdgeRock Capital LLC218$83.7K0.06%+218New
DSM Capital Partners LLC249$84.0K0.00%+249New
Tortoise Investment Management, LLC250$84.3K0.01%−9−3.5%Reduced
MV Capital Management, Inc.256$86.4K0.01%+3+1.2%Added
Center for Financial Planning, Inc.258$87.0K0.02%00.0%Unchanged
ORG Partners LLC263$88.7K0.01%−40−13.2%Reduced
Glen Eagle Advisors, LLC271$91.4K0.02%−15−5.2%Reduced
Operose Advisors LLC275$92.8K0.04%+140+103.7%Added
Hillsdale Investment Management Inc.280$94.5K0.01%+125+80.6%Added
Provenance Wealth Advisors, LLC293$98.8K0.01%+131+80.9%Added
LM Advisors LLC300$101.2K0.02%+300New
Addison Advisors LLC311$104.9K0.04%+107+52.5%Added
Versant Capital Management, Inc314$105.9K0.03%−7−2.2%Reduced
Nemes Rush Group LLC318$107.3K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC320$108.0K0.01%+5+1.6%Added
First Personal Financial Services324$109.3K0.03%00.0%Unchanged