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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
Advance Capital Management, Inc.713$240.5K0.02%+27+3.9%Added
Robertson Stephens Wealth Management, LLC716$241.6K0.02%+716New
AdvisorNet Financial, Inc720$242.9K0.02%−45−5.9%Reduced
Norden Group LLC723$243.9K0.04%+19+2.7%Added
Brown, Lisle/Cummings, Inc.725$244.6K0.09%00.0%Unchanged
Atomi Financial Group, Inc.725$244.6K0.03%+725New
Moran Wealth Management, LLC726$244.9K0.01%+726New
Sivia Capital Partners, LLC726$244.9K0.19%+726New
BSW Wealth Partners729$245.9K0.05%+729New
Vaughan David Investments LLC728$246.0K0.01%+14+2.0%Added
Buck Wealth Strategies, LLC730$246.3K0.09%00.0%Unchanged
McKinley Carter Wealth Services, Inc.732$246.9K0.02%−240−24.7%Reduced
Blueshift Asset Management, LLC732$246.9K0.13%−146−16.6%Reduced
Kelly Lawrence W & Associates Inc732$246.9K0.06%00.0%Unchanged
Saiph Capital, LLC733$247.3K0.13%+733New
Fortune Financial Advisors, LLC735$248.0K0.17%00.0%Unchanged
Moreno Evelyn V736$248.3K0.12%−1−0.1%Reduced
Ulland Investment Advisors, LLC738$249.0K0.25%−116−13.6%Reduced
Silvia McColl Wealth Management, LLC742$250.3K0.23%+742New
Riversedge Advisors, LLC745$251.3K0.07%−152−16.9%Reduced
Morris Retirement Advisors, LLC746$251.5K0.17%+746New
Thrive Wealth Management, LLC750$253.0K0.06%+3+0.4%Added
Trillium Asset Management, LLC757$255.0K0.01%−104−12.1%Reduced
SWP Financial LLC756$255.0K0.20%+756New
Prosperity Financial Group, Inc.758$255.7K0.18%+28+3.8%Added
Nebula Research & Development LLC758$255.7K0.08%+758New
Meeder Asset Management Inc760$256.4K0.02%+760New
Ewa, LLC670$257.1K0.13%+670New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors764$257.7K0.05%−161−17.4%Reduced
Mayflower Financial Advisors, LLC764$257.7K0.04%−7−0.9%Reduced
Semus Wealth Partners LLC765$258.1K0.21%+765New
United Capital Management of KS, Inc.769$259.4K0.08%00.0%Unchanged
Steward Partners Investment Solutions, LLC771$260.1K0.11%+771New
Wrapmanager Inc778$262.5K0.08%−57−6.8%Reduced
Ferguson Wellman Capital Management, Inc779$262.8K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC779$262.8K0.01%+493+172.4%Added
Prio Wealth Limited Partnership783$264.2K0.01%00.0%Unchanged
Middleton & Co Inc783$264.2K0.03%00.0%Unchanged
WealthPLAN Partners, LLC783$264.2K0.03%00.0%Unchanged
Austin Private Wealth, LLC785$264.8K0.03%+785New
Asahi Life Asset Management Co., Ltd.790$266.5K0.15%+790New
Holderness Investments Co794$267.9K0.07%00.0%Unchanged
Arvest Trust Co N A796$268.5K0.02%+105+15.2%Added
Arnhold LLC800$269.9K0.03%00.0%Unchanged
ProVise Management Group, LLC801$270.2K0.02%00.0%Unchanged
Oak Harbor Wealth Partners, LLC801$270.2K0.09%00.0%Unchanged
Arcataur Capital Management LLC801$270.2K0.10%00.0%Unchanged
Autumn Glory Partners, LLC750$271.7K0.15%+750New
Financial Insights, Inc.807$272.3K0.09%00.0%Unchanged
Brown Brothers Harriman & Co811$273.6K0.00%−186−18.7%Reduced
Vertex Planning Partners, LLC812$273.9K0.08%+13+1.6%Added
David Loasby850$274.1K0.03%+10+1.2%Added
Legacy Capital Wealth Partners, LLC814$274.7K0.08%+814New
Liberty Capital Management, Inc.815$274.9K0.07%+30+3.8%Added
Portside Wealth Group, LLC816$275.3K0.05%+62+8.2%Added
Magnus Financial Group LLC816$275.3K0.04%−42−4.9%Reduced
Granite Investment Partners, LLC816$275.3K0.01%−12−1.4%Reduced
Provence Wealth Management Group819$276.3K0.15%+819New
Creative Financial Designs Inc824$278.0K0.03%+755+1,094.2%Added
Fifth Third Wealth Advisors LLC828$279.3K0.09%−190−18.7%Reduced
Valmark Advisers, Inc.828$279.3K0.01%00.0%Unchanged
Pine Valley Investments Ltd Liability Co829$279.7K0.02%−69−7.7%Reduced
Mirabella Financial Services LLP829$280.3K0.04%+829New
KG&L Capital Management,LLC834$281.4K0.12%−45−5.1%Reduced
Kolinsky Wealth Management, LLC836$282.0K0.25%+40+5.0%Added
Finer Wealth Management, Inc.837$282.4K0.21%−78−8.5%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management839$283.0K0.01%+103+14.0%Added
Livforsakringsbolaget Skandia, Omsesidigt840$283.4K0.03%+359+74.6%Added
Rollins Financial Advisors, LLC842$284.1K0.06%+842New
Spectrum Wealth Counsel, LLC845$285.1K0.04%+845New
Plato Investment Management Ltd846$285.4K0.35%+846New
Delta Financial Group, Inc.847$286.0K0.09%−15−1.7%Reduced
Bank Hapoalim BM847$286.0K0.04%00.0%Unchanged
Verus Capital Partners, LLC851$287.1K0.04%−6−0.7%Reduced
Morningstar Investment Management LLC855$288.0K0.03%−53−5.8%Reduced
EverSource Wealth Advisors, LLC854$288.1K0.03%+62+7.8%Added
Stokes Family Office, LLC855$288.4K0.04%−357−29.5%Reduced
Coastline Trust Co855$288.4K0.04%00.0%Unchanged
Howard Financial Services, Ltd.859$289.8K0.06%+20+2.4%Added
KPP Advisory Services LLC862$290.8K0.26%+862New
Massmutual Trust Co FSB863$291.1K0.01%−93−9.7%Reduced
Glassy Mountain Advisors, Inc.863$291.1K0.12%00.0%Unchanged
First Foundation Advisors864$291.5K0.01%−1,196−58.1%Reduced
Blue Fin Capital, Inc.864$291.5K0.07%+64+8.0%Added
Independence Bank of Kentucky866$292.2K0.10%+366+73.2%Added
DGS Capital Management, LLC867$292.5K0.11%+149+20.8%Added
Rakuten Investment Management, Inc.870$294.4K0.00%+870New
Financial Advisory Service, Inc.874$294.9K0.03%00.0%Unchanged
Fortitude Advisory Group L.L.C.875$295.2K0.18%−5−0.6%Reduced
Farmers & Merchants Trust Co of Long Beach888$299.6K0.08%00.0%Unchanged
Stevens Capital Management LP890$300.0K0.07%−2,873−76.3%Reduced
Centiva Capital, LP895$301.9K0.02%−2,559−74.1%Reduced
Clarus Group, Inc.895$301.9K0.23%00.0%Unchanged
Guerra Pan Advisors, LLC897$302.6K0.29%+87+10.7%Added
First Affirmative Financial Network900$303.6K0.24%+59+7.0%Added
Northstar Asset Management LLC900$303.6K0.08%00.0%Unchanged
Parkside Investments, LLC900$303.6K0.05%00.0%Unchanged
GLOBALT Investments LLC900$303.6K0.01%+900New
Ledgewood Wealth Advisors, LLC900$303.6K0.28%+900New
Visionary Wealth Advisors901$304.0K0.02%00.0%Unchanged