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 |
|---|---|---|---|---|---|
| Apriem Advisors | 1,183 | $399.1K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,183 | $399.1K | 0.15% | +98+9.0% | Added |
| Capital Market Strategies LLC | 1,185 | $399.8K | 0.35% | −16−1.3% | Reduced |
| Yarbrough Capital, LLC | 1,190 | $401.5K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,193 | $402.5K | 0.18% | +21+1.8% | Added |
| Planning Center, Inc. | 1,201 | $405.2K | 0.09% | −6−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 1,204 | $406.2K | 0.07% | +1,204 | New |
| Ignite Planners, LLC | 1,236 | $409.1K | 0.12% | −394−24.2% | Reduced |
| Interchange Capital Partners, LLC | 1,210 | $410.9K | 0.31% | −49−3.9% | Reduced |
| RHS Financial, LLC | 1,219 | $411.2K | 0.26% | +1,219 | New |
| Channel Wealth LLC | 1,223 | $412.6K | 0.19% | +100+8.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,224 | $412.9K | 0.12% | +1,224 | New |
| Wade G W & Inc | 1,223 | $413.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 1,227 | $413.9K | 0.03% | −174−12.4% | Reduced |
| Choate Investment Advisors | 1,228 | $414.3K | 0.01% | +340+38.3% | Added |
| Investmark Advisory Group LLC | 1,232 | $415.6K | 0.24% | +19+1.6% | Added |
| Drive Wealth Management, LLC | 1,237 | $417.4K | 0.13% | −68−5.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,122 | $420.7K | 0.33% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,251 | $422.0K | 0.20% | +1,251 | New |
| First Dallas Securities Inc. | 1,255 | $423.0K | 0.22% | +1,255 | New |
| Keel Point, LLC | 1,258 | $424.4K | 0.05% | +44+3.6% | Added |
| Wealthspire Advisors, LLC | 1,259 | $424.7K | 0.01% | +289+29.8% | Added |
| Quent Capital, LLC | 1,260 | $425.1K | 0.06% | +257+25.6% | Added |
| Advisors Capital Management, LLC | 1,278 | $431.0K | 0.01% | +79+6.6% | Added |
| Quotient Wealth Partners, LLC | 1,279 | $431.5K | 0.02% | +1,279 | New |
| Citizens Financial Group Inc | 1,281 | $432.2K | 0.01% | −167−11.5% | Reduced |
| Farther Finance Advisors, LLC | 1,289 | $434.7K | 0.03% | +609+89.6% | Added |
| Green Alpha Advisors, LLC | 1,289 | $434.9K | 0.31% | −170−11.7% | Reduced |
| Clearstead Advisors, LLC | 1,289 | $434.9K | 0.02% | +32+2.5% | Added |
| AXS Investments LLC | 1,295 | $436.9K | 0.10% | −152−10.5% | Reduced |
| Ardevora Asset Management LLP | 1,300 | $439.0K | 0.04% | −33,258−96.2% | Reduced |
| Commerzbank Aktiengesellschaft | 1,311 | $443.0K | 0.02% | +1,311 | New |
| Sage Mountain Advisors LLC | 1,330 | $448.7K | 0.05% | +77+6.1% | Added |
| Personal Cfo Solutions, LLC | 1,341 | $452.4K | 0.08% | +474+54.7% | Added |
| PDS Planning, Inc | 1,343 | $453.1K | 0.05% | +58+4.5% | Added |
| Resources Management Corp | 1,350 | $455.0K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,350 | $455.4K | 0.05% | +305+29.2% | Added |
| TFC Financial Management | 1,358 | $458.1K | 0.09% | −2−0.1% | Reduced |
| Financial Management Professionals, Inc. | 1,363 | $460.0K | 0.07% | 00.0% | Unchanged |
| XR Securities LLC | 1,364 | $460.2K | 0.14% | +1,364 | New |
| Smartleaf Asset Management LLC | 1,371 | $461.1K | 0.12% | +1,371 | New |
| Trust Point Inc. | 1,372 | $462.9K | 0.04% | +1,372 | New |
| Simon Quick Advisors, LLC | 1,379 | $465.2K | 0.04% | +173+14.3% | Added |
| Norris Perne & French LLP | 1,383 | $466.6K | 0.04% | +258+22.9% | Added |
| Harbour Investments, Inc. | 1,389 | $468.6K | 0.02% | +333+31.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,394 | $470.3K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,396 | $471.0K | 0.05% | +293+26.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,400 | $472.3K | 0.02% | +76+5.7% | Added |
| Versor Investments LP | 1,404 | $473.7K | 0.10% | −1,696−54.7% | Reduced |
| Essex Financial Services, Inc. | 1,412 | $476.4K | 0.05% | −185−11.6% | Reduced |
| SFE Investment Counsel | 1,412 | $476.4K | 0.12% | +83+6.2% | Added |
| Tilt Investment Management Holdings, PBC | 1,414 | $477.0K | 0.52% | −453−24.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,422 | $479.7K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,422 | $479.7K | 0.01% | +570+66.9% | Added |
| Invesco, LLC | 1,432 | $483.1K | 0.22% | −210−12.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,432 | $483.1K | 0.02% | +34+2.4% | Added |
| Nations Financial Group Inc, | 1,433 | $483.4K | 0.04% | +16+1.1% | Added |
| TSFG, LLC | 1,434 | $484.0K | 0.15% | −60−4.0% | Reduced |
| Riverstone Advisors, LLC | 1,437 | $484.8K | 0.31% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,438 | $485.1K | 0.01% | +32+2.3% | Added |
| Guardian Financial Partners, LLC | 1,440 | $485.8K | 0.40% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,445 | $487.5K | 0.17% | −265−15.5% | Reduced |
| Connectus Wealth, LLC | 1,445 | $487.7K | 0.01% | −447−23.6% | Reduced |
| True North Advisors, LLC | 1,450 | $489.1K | 0.13% | +90+6.6% | Added |
| WSFS Capital Management, LLC | 1,451 | $489.3K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,454 | $490.5K | 0.12% | +239+19.7% | Added |
| Pegasus Partners Ltd. | 1,457 | $491.5K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,458 | $491.9K | 0.02% | +75+5.4% | Added |
| Baker Tilly Wealth Management, LLC | 1,461 | $492.9K | 0.08% | −370−20.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,475 | $497.9K | 0.04% | +1,475 | New |
| Cambridge Advisors Inc. | 1,478 | $498.6K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,474 | $499.0K | 0.00% | +1,474 | New |
| Oarsman Capital, Inc. | 1,481 | $499.6K | 0.13% | +790+114.3% | Added |
| Coastal Investment Advisors, Inc. | 1,485 | $501.0K | 0.11% | +1,485 | New |
| Avantax Planning Partners, Inc. | 1,487 | $501.7K | 0.02% | +123+9.0% | Added |
| Biltmore Family Office, LLC | 1,490 | $502.7K | 0.10% | −109−6.8% | Reduced |
| First Business Financial Services, Inc. | 1,495 | $504.4K | 0.06% | −97−6.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,506 | $508.1K | 0.25% | −64−4.1% | Reduced |
| Proficio Capital Partners LLC | 1,506 | $508.1K | 0.06% | +1+0.1% | Added |
| Values First Advisors, Inc. | 1,511 | $509.8K | 0.31% | +371+32.5% | Added |
| Elevated Capital Advisors, LLC | 1,514 | $510.8K | 0.16% | +124+8.9% | Added |
| Waterloo Capital, L.P. | 1,516 | $511.4K | 0.08% | +497+48.8% | Added |
| Empower Advisory Group, LLC | 1,520 | $512.8K | 0.00% | +130+9.4% | Added |
| Pallas Capital Advisors LLC | 1,521 | $513.1K | 0.03% | −1−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,530 | $516.0K | 0.03% | −66−4.1% | Reduced |
| Buckingham Strategic Partners | 1,530 | $516.4K | 0.02% | +54+3.7% | Added |
| Vivid Wealth Management, LLC | 1,547 | $521.9K | 0.35% | +1,547 | New |
| IFP Advisors, Inc | 1,553 | $523.8K | 0.02% | +65+4.4% | Added |
| Diametric Capital, LP | 1,569 | $529.3K | 0.32% | −4,941−75.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,569 | $529.3K | 0.06% | +90+6.1% | Added |
| Engineers Gate Manager LP | 1,574 | $531.0K | 0.02% | −4,415−73.7% | Reduced |
| SPC Financial, Inc. | 1,574 | $531.0K | 0.05% | +4+0.3% | Added |
| Entropy Technologies, LP | 1,574 | $531.0K | 0.10% | +1,574 | New |
| Arkadios Wealth Advisors | 1,575 | $531.2K | 0.04% | +257+19.5% | Added |
| Covenant Partners, LLC | 1,578 | $532.4K | 0.17% | −182−10.3% | Reduced |
| AtonRa Partners | 1,590 | $536.4K | 1.07% | −146−8.4% | Reduced |
| 1776 Wealth LLC | 1,590 | $536.4K | 0.27% | 00.0% | Unchanged |
| NBT Bank N A | 1,592 | $537.1K | 0.04% | +188+13.4% | Added |
| Integrated Advisors Network LLC | 1,598 | $539.1K | 0.03% | +95+6.3% | Added |
| Cullinan Associates Inc | 1,600 | $539.8K | 0.03% | 00.0% | Unchanged |