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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 2,156 | $727.3K | 0.00% | +115+5.6% | Added |
| Concurrent Investment Advisors, LLC | 2,160 | $728.5K | 0.03% | +2,160 | New |
| Quantbot Technologies LP | 2,166 | $730.7K | 0.04% | −6,665−75.5% | Reduced |
| Centaurus Financial, Inc. | 2,183 | $737.0K | 0.06% | +238+12.2% | Added |
| Central Trust Co | 2,185 | $737.1K | 0.02% | +34+1.6% | Added |
| Avitas Wealth Management LLC | 2,192 | $739.5K | 0.12% | −10−0.5% | Reduced |
| Ausdal Financial Partners, Inc. | 2,192 | $739.5K | 0.09% | +33+1.5% | Added |
| Camden Capital, LLC | 2,199 | $741.9K | 0.08% | +252+12.9% | Added |
| Legacy Wealth Management, LLC | 2,210 | $745.6K | 0.36% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,223 | $750.1K | 0.06% | −260−10.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,226 | $751.0K | 0.07% | +29+1.3% | Added |
| GeoWealth Management, LLC | 2,226 | $751.0K | 0.06% | +2,226 | New |
| Fulton Bank, N.A. | 2,227 | $751.3K | 0.03% | −43−1.9% | Reduced |
| Diligent Investors, LLC | 2,233 | $753.3K | 0.21% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,239 | $755.3K | 0.29% | +435+24.1% | Added |
| Eastern Bank | 2,240 | $755.7K | 0.03% | −4−0.2% | Reduced |
| Bellecapital International Ltd. | 2,244 | $757.0K | 0.17% | −9−0.4% | Reduced |
| Altfest L J & Co Inc | 2,246 | $758.0K | 0.11% | −1,747−43.8% | Reduced |
| EagleClaw Capital Managment, LLC | 2,250 | $759.1K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,270 | $766.0K | 0.10% | +2,270 | New |
| Rothschild Investment LLC | 2,274 | $767.2K | 0.06% | +2,274 | New |
| Granite Bay Wealth Management, LLC | 2,583 | $770.0K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,287 | $771.5K | 0.07% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 2,291 | $772.9K | 0.56% | +2,291 | New |
| OneAscent Wealth Management LLC | 2,303 | $777.0K | 0.31% | +46+2.0% | Added |
| Granite Group Advisors, LLC | 2,066 | $782.8K | 0.55% | +2,066 | New |
| Atlas Wealth Partners, LLC | 2,100 | $787.0K | 4.34% | −200−8.7% | Reduced |
| Western Pacific Wealth Management, LP | 2,354 | $794.1K | 0.58% | +193+8.9% | Added |
| Penobscot Investment Management Company, Inc. | 2,355 | $794.5K | 0.09% | +315+15.4% | Added |
| Synovus Financial Corp | 2,366 | $798.2K | 0.01% | −1,011−29.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,371 | $799.9K | 0.09% | −59−2.4% | Reduced |
| LaFleur & Godfrey LLC | 2,376 | $801.6K | 0.12% | −105−4.2% | Reduced |
| V-Square Quantitative Management LLC | 2,406 | $811.7K | 0.19% | +1,012+72.6% | Added |
| Vienna Asset Management LLC | 2,460 | $814.2K | 0.74% | +2,460 | New |
| Clarkston Capital Partners, LLC | 2,445 | $824.8K | 0.02% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,446 | $825.1K | 0.48% | +10+0.4% | Added |
| Allegheny Financial Group LTD | 2,457 | $828.9K | 0.27% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,461 | $830.2K | 0.33% | +2,461 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,463 | $833.0K | 0.38% | +106+4.5% | Added |
| Benjamin Edwards Inc | 2,474 | $835.0K | 0.18% | +1,364+122.9% | Added |
| Belpointe Asset Management LLC | 2,476 | $835.3K | 0.07% | −120−4.6% | Reduced |
| Lake Street Advisors Group, LLC | 2,479 | $836.3K | 0.04% | +2,479 | New |
| Founders Financial Securities LLC | 2,485 | $838.3K | 0.09% | +856+52.5% | Added |
| KCM Investment Advisors LLC | 2,486 | $838.7K | 0.03% | −86−3.3% | Reduced |
| Moseley Investment Management Inc | 2,491 | $840.4K | 0.47% | −12−0.5% | Reduced |
| Fielder Capital Group LLC | 2,493 | $841.0K | 0.51% | +2,493 | New |
| Next Century Growth Investors LLC | 2,494 | $841.4K | 0.08% | −1,337−34.9% | Reduced |
| Tiemann Investment Advisors, LLC | 2,497 | $842.4K | 0.41% | −213−7.9% | Reduced |
| Stone Run Capital, LLC | 2,500 | $843.4K | 0.36% | −2−0.1% | Reduced |
| Clarius Group, LLC | 2,501 | $843.7K | 0.07% | −163−6.1% | Reduced |
| We Are One Seven, LLC | 2,501 | $843.7K | 0.05% | +263+11.8% | Added |
| Gryphon Financial Partners LLC | 1,254 | $844.7K | 0.15% | −489−28.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,509 | $846.4K | 0.02% | +200+8.7% | Added |
| Joel Isaacson & Co., LLC | 2,513 | $847.8K | 0.05% | +5+0.2% | Added |
| Scotia Capital Inc. | 2,522 | $850.8K | 0.01% | −350−12.2% | Reduced |
| Pinnacle Associates Ltd | 2,552 | $860.9K | 0.01% | +251+10.9% | Added |
| GAMMA Investing LLC | 2,277 | $861.2K | 0.23% | +2,277 | New |
| Conning Inc. | 2,555 | $862.0K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,575 | $868.7K | 0.03% | −2,687−51.1% | Reduced |
| Trust Co of Virginia | 2,576 | $869.0K | 0.09% | +36+1.4% | Added |
| Northern Oak Wealth Management Inc | 2,582 | $871.1K | 0.10% | −2,210−46.1% | Reduced |
| FourThought Financial Partners, LLC | 2,584 | $871.7K | 0.11% | +15+0.6% | Added |
| Stonegate Investment Group, LLC | 2,605 | $878.8K | 0.03% | +206+8.6% | Added |
| Chicago Partners Investment Group LLC | 2,393 | $885.6K | 0.04% | −39−1.6% | Reduced |
| Wealth Alliance | 2,628 | $886.7K | 0.12% | −315−10.7% | Reduced |
| Institute for Wealth Management, LLC. | 2,634 | $888.6K | 0.15% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 2,637 | $889.6K | 0.11% | −126−4.6% | Reduced |
| Marcum Wealth, LLC | 2,645 | $892.3K | 0.09% | −93−3.4% | Reduced |
| Skopos Labs, Inc. | 2,645 | $892.3K | 0.43% | +2,645 | New |
| Balentine LLC | 2,663 | $898.4K | 0.03% | +495+22.8% | Added |
| Jackson Square Capital, LLC | 2,677 | $903.1K | 0.29% | +1,422+113.3% | Added |
| Quest Partners LLC | 2,695 | $909.2K | 0.19% | +2,695 | New |
| Premier Path Wealth Partners, LLC | 2,758 | $912.6K | 0.20% | +2,758 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,733 | $922.0K | 0.14% | +239+9.6% | Added |
| Heartland Bank & Trust Co | 2,737 | $923.4K | 0.64% | +103+3.9% | Added |
| Sunbelt Securities, Inc. | 2,780 | $937.9K | 0.12% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,785 | $939.5K | 0.07% | +2+0.1% | Added |
| UniSuper Management Pty Ltd | 2,814 | $949.3K | 0.01% | −2,547−47.5% | Reduced |
| Impax Asset Management Group plc | 2,815 | $949.7K | 0.00% | +1,082+62.4% | Added |
| SRS Capital Advisors, Inc. | 2,845 | $959.8K | 0.11% | +426+17.6% | Added |
| Ballentine Partners, LLC | 2,857 | $963.8K | 0.02% | +910+46.7% | Added |
| Checchi Capital Advisers, LLC | 2,875 | $969.9K | 0.08% | +70+2.5% | Added |
| Insigneo Advisory Services, LLC | 2,876 | $970.2K | 0.14% | +565+24.4% | Added |
| Reynders McVeigh Capital Management, LLC | 2,901 | $979.0K | 0.06% | −2,157−42.6% | Reduced |
| Leavell Investment Management, Inc. | 2,905 | $980.0K | 0.06% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,911 | $982.1K | 0.44% | +363+14.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,916 | $983.8K | 0.11% | +33+1.1% | Added |
| Private Wealth Partners, LLC | 2,918 | $984.4K | 0.08% | +8+0.3% | Added |
| Insight Inv LLC | 2,920 | $985.1K | 0.97% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,944 | $993.2K | 0.04% | +35+1.2% | Added |
| Valeo Financial Advisors, LLC | 2,949 | $994.8K | 0.04% | −543−15.5% | Reduced |
| Smith, Salley & Associates | 2,968 | $1.00M | 0.06% | −83−2.7% | Reduced |
| Flputnam Investment Management Co | 2,971 | $1.00M | 0.02% | −561−15.9% | Reduced |
| Circle Wealth Management, LLC | 2,993 | $1.01M | 0.03% | −230−7.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $1.01M | 0.01% | +1,000+50.0% | Added |
| Kingswood Wealth Advisors, LLC | 3,000 | $1.01M | 0.12% | +172+6.1% | Added |
| Albion Financial Group | 3,000 | $1.01M | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,017 | $1.02M | 0.02% | −152−4.8% | Reduced |
| Bartlett & Co. LLC | 3,017 | $1.02M | 0.02% | −152−4.8% | Reduced |
| Qtron Investments LLC | 3,031 | $1.02M | 0.17% | +245+8.8% | Added |