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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 1,610 | $543.1K | 0.18% | −663−29.2% | Reduced |
| Childress Capital Advisors, LLC | 1,611 | $543.5K | 0.16% | +213+15.2% | Added |
| Fulton Breakefield Broenniman LLC | 1,612 | $543.8K | 0.04% | −30−1.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,619 | $546.2K | 0.77% | −900−35.7% | Reduced |
| Mitchell Sinkler & Starr | 1,622 | $547.2K | 0.10% | +195+13.7% | Added |
| Pine Haven Investment Counsel, Inc | 1,625 | $548.2K | 0.51% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,626 | $548.5K | 0.16% | −71−4.2% | Reduced |
| Wormser Freres Gestion | 1,654 | $549.0K | 0.45% | +1,654 | New |
| Penserra Capital Management LLC | 1,631 | $550.0K | 0.01% | −339−17.2% | Reduced |
| Financial Advocates Investment Management | 1,635 | $551.6K | 0.04% | +106+6.9% | Added |
| Catalyst Financial Partners LLC | 1,639 | $552.9K | 0.16% | +33+2.1% | Added |
| Beese Fulmer Investment Management, Inc. | 1,641 | $553.6K | 0.06% | −78−4.5% | Reduced |
| Chicago Trust Co NA | 1,642 | $553.9K | 0.12% | −50−3.0% | Reduced |
| Private Portfolio Partners LLC | 1,644 | $554.6K | 0.13% | 00.0% | Unchanged |
| Change Path, LLC | 1,646 | $555.0K | 0.04% | +75+4.8% | Added |
| Parsons Capital Management Inc | 1,646 | $555.3K | 0.04% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,647 | $555.6K | 0.07% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,648 | $556.0K | 0.23% | −52−3.1% | Reduced |
| Credential Qtrade Securities Inc. | 1,655 | $558.3K | 0.03% | −72−4.2% | Reduced |
| Davis R M Inc | 1,657 | $559.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,680 | $566.8K | 0.05% | +224+15.4% | Added |
| Clear Creek Financial Management, LLC | 1,681 | $567.1K | 0.09% | +235+16.3% | Added |
| Main Street Financial Solutions, LLC | 1,684 | $568.1K | 0.07% | +71+4.4% | Added |
| Mather Group, LLC. | 1,685 | $568.4K | 0.01% | +76+4.7% | Added |
| Modera Wealth Management, LLC | 1,703 | $574.5K | 0.01% | −12−0.7% | Reduced |
| Patron Partners Advisors, LLC | 1,709 | $576.5K | 0.38% | −76−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $579.6K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,719 | $579.9K | 0.10% | +182+11.8% | Added |
| Ronald Blue Trust, Inc. | 1,987 | $581.0K | 0.01% | −65−3.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,724 | $581.6K | 0.06% | −1,293−42.9% | Reduced |
| Caldwell Trust Co | 1,726 | $582.3K | 0.07% | +169+10.9% | Added |
| Atlantic Trust, LLC | 1,727 | $582.6K | 0.16% | +1,727 | New |
| American State Bank (Iowa) | 1,733 | $584.6K | 0.37% | +40+2.4% | Added |
| Heritage Trust Co | 1,737 | $586.0K | 0.08% | +18+1.0% | Added |
| Catalytic Wealth RIA, LLC | 1,737 | $586.0K | 0.26% | +1,737 | New |
| Park National Corp | 1,750 | $590.4K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,755 | $592.1K | 0.24% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,757 | $592.7K | 0.55% | +1,757 | New |
| Tradition Wealth Management, LLC | 1,763 | $595.0K | 0.06% | +359+25.6% | Added |
| Focus Financial Network Inc | 1,764 | $595.2K | 0.02% | +1,764 | New |
| Virtue Capital Management, LLC | 1,848 | $595.6K | 0.12% | −195−9.5% | Reduced |
| First Heartland Consultants, Inc. | 1,770 | $597.0K | 0.07% | −30−1.7% | Reduced |
| Ellerson Group Inc | 1,770 | $597.1K | 0.52% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,774 | $598.5K | 0.11% | +216+13.9% | Added |
| Sycomore Asset Management | 1,798 | $607.0K | 0.13% | +1,382+332.2% | Added |
| Navalign, LLC | 1,800 | $607.2K | 0.21% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,679 | $608.4K | 0.03% | −173−9.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,824 | $615.3K | 0.14% | +80+4.6% | Added |
| Catalina Capital Group, LLC | 1,828 | $616.7K | 0.47% | +1,828 | New |
| SeaCrest Wealth Management, LLC | 1,915 | $617.6K | 0.08% | −44−2.2% | Reduced |
| AMG National Trust Bank | 1,834 | $618.7K | 0.02% | +136+8.0% | Added |
| Two Sigma Securities, LLC | 1,887 | $636.6K | 0.03% | −17,388−90.2% | Reduced |
| CX Institutional | 1,892 | $638.3K | 0.03% | −176−8.5% | Reduced |
| Centennial Bank | 1,893 | $638.6K | 0.38% | −39−2.0% | Reduced |
| Perennial Investment Advisors, LLC | 1,900 | $641.0K | 0.11% | −2−0.1% | Reduced |
| Monetary Management Group Inc | 1,915 | $646.0K | 0.20% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,923 | $648.7K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,928 | $650.4K | 0.03% | −587−23.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,929 | $650.5K | 0.02% | +214+12.5% | Added |
| Forum Financial Management, LP | 1,936 | $653.1K | 0.01% | −5−0.3% | Reduced |
| Graypoint LLC | 1,950 | $657.9K | 0.05% | +399+25.7% | Added |
| Everhart Financial Group, Inc. | 1,951 | $658.2K | 0.23% | +501+34.6% | Added |
| Ofi Invest Asset Management | 2,164 | $660.9K | 0.02% | +2,073+2,278.0% | Added |
| Prelude Capital Management, LLC | 1,959 | $660.9K | 0.06% | −2,629−57.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,959 | $660.9K | 0.01% | +700+55.6% | Added |
| Rowland & Co Investment Counsel | 1,962 | $661.9K | 0.15% | −90−4.4% | Reduced |
| Park Place Capital Corp | 1,967 | $663.6K | 0.26% | −84−4.1% | Reduced |
| CWA Asset Management Group, LLC | 1,991 | $671.7K | 0.05% | +534+36.7% | Added |
| Heritage Wealth Advisors | 1,992 | $672.0K | 0.03% | −123−5.8% | Reduced |
| Ellevest, Inc. | 1,996 | $673.4K | 0.05% | +90+4.7% | Added |
| Mendel Money Management | 1,996 | $673.4K | 0.32% | +107+5.7% | Added |
| Ameritas Advisory Services, LLC | 1,856 | $675.3K | 0.04% | +60+3.3% | Added |
| Warren Averett Asset Management, LLC | 2,008 | $677.4K | 0.03% | +456+29.4% | Added |
| Spears Abacus Advisors LLC | 2,010 | $678.1K | 0.05% | 00.0% | Unchanged |
| Zega Financial, LLC | 2,012 | $678.8K | 0.28% | +2,012 | New |
| RSM US Wealth Management LLC | 2,015 | $679.8K | 0.02% | +998+98.1% | Added |
| Tobam | 2,018 | $681.0K | 0.06% | +693+52.3% | Added |
| Portfolio Design Labs, LLC | 2,021 | $681.8K | 0.26% | +2,021 | New |
| International Assets Investment Management, LLC | 2,036 | $686.9K | 0.09% | −80−3.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,036 | $686.9K | 0.10% | +81+4.1% | Added |
| Beacon Financial Planning, Inc | 2,044 | $689.6K | 0.54% | 00.0% | Unchanged |
| Michael B. Yongue | 2,051 | $691.9K | 0.62% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,047 | $692.7K | 0.08% | −127−5.8% | Reduced |
| Wealth Architects, LLC | 2,055 | $693.3K | 0.10% | +192+10.3% | Added |
| J.W. Cole Advisors, Inc. | 2,063 | $695.8K | 0.04% | +23+1.1% | Added |
| Manchester Capital Management LLC | 2,063 | $696.0K | 0.09% | +83+4.2% | Added |
| Cannell Peter B & Co Inc | 2,075 | $700.0K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,076 | $700.4K | 0.16% | +2,076 | New |
| Group One Trading, L.P. | 2,089 | $704.7K | 0.02% | +2,089 | New |
| Harrington Investments, INC | 2,091 | $705.4K | 0.44% | −40−1.9% | Reduced |
| Paul Damon & Associates, Inc. | 2,096 | $707.1K | 0.50% | −25−1.2% | Reduced |
| Westwood Management Corp | 2,100 | $708.0K | 0.26% | −13,000−86.1% | Reduced |
| Verdence Capital Advisors LLC | 2,105 | $710.1K | 0.07% | +40+1.9% | Added |
| Waldron Private Wealth LLC | 2,106 | $710.5K | 0.03% | −235−10.0% | Reduced |
| Alpha Family Trust | 2,125 | $716.9K | 0.48% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,132 | $719.3K | 0.29% | +166+8.4% | Added |
| 17 Capital Partners, LLC | 2,134 | $719.9K | 0.66% | +2,134 | New |
| Virtus ETF Advisers LLC | 2,142 | $722.6K | 0.46% | −76−3.4% | Reduced |
| Ancora Advisors, LLC | 2,143 | $722.9K | 0.02% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 2,146 | $724.0K | 0.71% | −7−0.3% | Reduced |