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 |
|---|---|---|---|---|---|
| Pictet North America Advisors SA | 905 | $305.3K | 0.04% | +59+7.0% | Added |
| CoreCap Advisors, LLC | 906 | $305.6K | 0.02% | −3,197−77.9% | Reduced |
| Sonora Investment Management Group, LLC | 910 | $307.0K | 0.02% | +75+9.0% | Added |
| Concorde Asset Management, LLC | 912 | $307.7K | 0.21% | −52−5.4% | Reduced |
| Beacon Financial Group | 914 | $308.3K | 0.04% | +7+0.8% | Added |
| Avion Wealth | 916 | $309.0K | 0.09% | −3−0.3% | Reduced |
| Dearborn Partners LLC | 916 | $309.0K | 0.01% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 919 | $310.0K | 0.29% | +64+7.5% | Added |
| Callahan Advisors, LLC | 925 | $312.1K | 0.04% | −95−9.3% | Reduced |
| Onefund, LLC | 931 | $314.1K | 0.41% | +931 | New |
| WESPAC Advisors SoCal, LLC | 933 | $314.8K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 930 | $315.0K | 0.01% | −191−17.0% | Reduced |
| Cross Staff Investments Inc | 936 | $315.8K | 0.28% | +36+4.0% | Added |
| UMA Financial Services, Inc. | 849 | $319.1K | 0.07% | −2−0.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 950 | $320.5K | 0.08% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 951 | $320.8K | 0.13% | +951 | New |
| 9258 Wealth Management, LLC | 953 | $321.5K | 0.06% | −9−0.9% | Reduced |
| Mokosak Advisory Group, LLC | 958 | $323.2K | 0.12% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 959 | $323.5K | 0.17% | −150−13.5% | Reduced |
| WMS Partners, LLC | 963 | $324.9K | 0.02% | +963 | New |
| Acropolis Investment Management, LLC | 968 | $326.6K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 970 | $327.2K | 0.09% | −21−2.1% | Reduced |
| MONECO Advisors, LLC | 977 | $329.5K | 0.06% | +6+0.6% | Added |
| New Hampshire Trust | 977 | $329.6K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 982 | $331.3K | 0.02% | +982 | New |
| Geneos Wealth Management Inc. | 983 | $331.6K | 0.02% | −14−1.4% | Reduced |
| IVC Wealth Advisors LLC | 987 | $333.0K | 0.21% | −8−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $334.0K | 0.14% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $334.0K | 0.02% | +16+1.6% | Added |
| FFT Wealth Management LLC | 992 | $334.7K | 0.03% | +107+12.1% | Added |
| Hobbs Group Advisors, LLC | 992 | $334.7K | 0.15% | +992 | New |
| Tufton Capital Management | 993 | $335.0K | 0.07% | −375−27.4% | Reduced |
| D.B. Root & Company, LLC | 996 | $336.0K | 0.12% | −125−11.2% | Reduced |
| Vigilare Wealth Management | 996 | $336.0K | 0.17% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 997 | $336.3K | 0.03% | −85−7.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $337.0K | 0.02% | −1,072−51.7% | Reduced |
| Symmetry Partners, LLC | 996 | $337.0K | 0.02% | −127−11.3% | Reduced |
| Alta Advisers Ltd | 1,000 | $337.4K | 0.18% | 00.0% | Unchanged |
| First Manhattan Co | 1,001 | $337.7K | 0.00% | −85−7.8% | Reduced |
| Souders Financial Advisors | 1,003 | $338.4K | 0.06% | −13−1.3% | Reduced |
| Accredited Investors Inc. | 1,003 | $338.4K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,004 | $338.7K | 0.03% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,006 | $339.4K | 0.21% | +1,006 | New |
| Palisade Asset Management, LLC | 1,009 | $340.4K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,010 | $340.7K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,020 | $344.1K | 0.05% | +23+2.3% | Added |
| Fairfield Financial Advisors, LTD | 1,025 | $345.8K | 0.13% | +470+84.7% | Added |
| Systematic Alpha Investments, LLC | 1,029 | $347.1K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 1,029 | $347.1K | 0.05% | −78−7.0% | Reduced |
| Triangle Securities Wealth Management | 1,030 | $347.5K | 0.11% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,035 | $349.2K | 0.33% | −45−4.2% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $349.2K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,042 | $351.5K | 0.06% | +217+26.3% | Added |
| Financial Management Network Inc | 1,095 | $353.1K | 0.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,050 | $354.2K | 0.01% | −170−13.9% | Reduced |
| Trinity Legacy Partners, LLC | 1,055 | $355.9K | 0.11% | −13,804−92.9% | Reduced |
| Resonant Capital Advisors, LLC | 1,055 | $355.9K | 0.03% | +19+1.8% | Added |
| Csenge Advisory Group | 1,056 | $356.3K | 0.02% | +222+26.6% | Added |
| LVW Advisors, LLC | 1,060 | $357.6K | 0.07% | +298+39.1% | Added |
| Level Four Advisory Services, LLC | 1,064 | $359.0K | 0.02% | −206−16.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,067 | $360.0K | 0.04% | −20−1.8% | Reduced |
| Eagle Bay Advisors LLC | 1,069 | $360.6K | 0.23% | −329−23.5% | Reduced |
| Humankind Investments LLC | 1,076 | $363.0K | 0.11% | −84−7.2% | Reduced |
| Cobblestone Capital Advisors LLC | 1,076 | $363.0K | 0.02% | +200+22.8% | Added |
| Connecticut Wealth Management, LLC | 1,081 | $364.5K | 0.02% | +46+4.4% | Added |
| TrinityPoint Wealth, LLC | 1,081 | $364.7K | 0.07% | +191+21.5% | Added |
| Evercore Wealth Management, LLC | 1,086 | $366.4K | 0.01% | +225+26.1% | Added |
| Ashton Thomas Private Wealth, LLC | 1,088 | $367.0K | 0.02% | +1+0.1% | Added |
| Sharp Financial Services, LLC | 1,090 | $367.7K | 0.40% | +1,090 | New |
| Financial Perspectives, Inc | 1,091 | $368.1K | 0.15% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,092 | $368.4K | 0.35% | −310−22.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,093 | $368.7K | 0.02% | −22,735−95.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,092 | $369.0K | 0.05% | +977+849.6% | Added |
| Investment Partners, Ltd. | 1,095 | $369.4K | 0.18% | +53+5.1% | Added |
| Bailard, Inc. | 1,096 | $369.7K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,098 | $370.4K | 0.04% | −135−10.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 1,102 | $371.8K | 0.08% | −87−7.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,107 | $373.5K | 0.07% | +316+39.9% | Added |
| BlueCrest Capital Management Ltd | 1,109 | $374.1K | 0.06% | −833−42.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,111 | $374.8K | 0.09% | −21−1.9% | Reduced |
| Great Diamond Partners, LLC | 1,115 | $376.2K | 0.09% | −38−3.3% | Reduced |
| Principle Wealth Partners LLC | 1,118 | $377.2K | 0.03% | −70−5.9% | Reduced |
| Goepper Burkhardt LLC | 972 | $377.4K | 0.19% | +108+12.5% | Added |
| ZWJ Investment Counsel Inc | 1,120 | $377.8K | 0.02% | +3+0.3% | Added |
| High Pines Wealth Management, LLC | 1,122 | $378.6K | 0.58% | +17+1.5% | Added |
| Prosperity Consulting Group, LLC | 1,124 | $379.2K | 0.13% | +1,124 | New |
| Rossmore Private Capital | 1,125 | $379.5K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,133 | $382.2K | 0.02% | −135−10.6% | Reduced |
| LGT Fund Management Co Ltd. | 1,130 | $382.4K | 0.16% | +130+13.0% | Added |
| TRUE Private Wealth Advisors | 1,136 | $383.1K | 0.05% | +2+0.2% | Added |
| Revolve Wealth Partners, LLC | 1,137 | $383.6K | 0.07% | −30−2.6% | Reduced |
| Merit Financial Group, LLC | 1,145 | $386.3K | 0.01% | −2,498−68.6% | Reduced |
| Wealth Management Associates, Inc. | 1,156 | $390.0K | 0.21% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,157 | $390.3K | 0.16% | +988+584.6% | Added |
| Ullmann Financial Group, Inc. | 1,163 | $392.4K | 0.06% | +40+3.6% | Added |
| WealthPlan Investment Management, LLC | 1,170 | $394.7K | 0.06% | +91+8.4% | Added |
| J. W. Coons Advisors, LLC | 1,170 | $394.7K | 0.11% | +66+6.0% | Added |
| Hall Laurie J Trustee | 1,175 | $396.0K | 0.15% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,180 | $398.1K | 0.16% | −69−5.5% | Reduced |
| LJI Wealth Management, LLC | 1,181 | $398.4K | 0.10% | 00.0% | Unchanged |