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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 3,058 | $1.03M | 0.05% | +43+1.4% | Added |
| Ontario Teachers Pension Plan Board | 3,062 | $1.03M | 0.01% | +109+3.7% | Added |
| Suvretta Capital Management, LLC | 3,070 | $1.04M | 0.05% | 00.0% | Unchanged |
| Sciencast Management LP | 3,085 | $1.04M | 0.57% | +3,085 | New |
| Country Club Bank | 3,089 | $1.05M | 0.08% | +19+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 3,107 | $1.05M | 0.01% | −1,038−25.0% | Reduced |
| Hemington Wealth Management | 3,109 | $1.05M | 0.40% | 00.0% | Unchanged |
| Finivi Inc. | 3,114 | $1.05M | 1.03% | +3,114 | New |
| Ironwood Investment Counsel, LLC | 3,117 | $1.05M | 0.20% | −100−3.1% | Reduced |
| First United Bank Trust | 3,123 | $1.05M | 0.42% | +470+17.7% | Added |
| First National Trust Co | 3,127 | $1.05M | 0.05% | +115+3.8% | Added |
| Alera Investment Advisors, LLC | 3,129 | $1.06M | 0.14% | +3,129 | New |
| Money Concepts Capital Corp | 3,143 | $1.06M | 0.10% | −14−0.4% | Reduced |
| Inspire Advisors, LLC | 3,150 | $1.06M | 0.16% | +2,082+194.9% | Added |
| Field & Main Bank | 3,184 | $1.07M | 0.45% | −8−0.3% | Reduced |
| Trust Co of Vermont | 3,187 | $1.08M | 0.07% | −1,397−30.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 3,190 | $1.08M | 0.01% | −235−6.9% | Reduced |
| Leonteq Securities AG | 3,234 | $1.09M | 0.14% | −134−4.0% | Reduced |
| 1858 Wealth Management, LLC | 3,280 | $1.11M | 1.05% | +3,280 | New |
| Sentry Investment Management LLC | 3,303 | $1.11M | 0.48% | +1,264+62.0% | Added |
| Brandywine Managers, LLC | 3,333 | $1.12M | 1.23% | −162−4.6% | Reduced |
| Avestar Capital, LLC | 3,336 | $1.13M | 0.14% | +303+10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,345 | $1.13M | 0.09% | +1,007+43.1% | Added |
| Sendero Wealth Management, LLC | 3,345 | $1.13M | 0.21% | 00.0% | Unchanged |
| SWS Partners | 3,383 | $1.14M | 0.37% | −54−1.6% | Reduced |
| La Financiere de L'Echiquier | 3,405 | $1.15M | 0.05% | −250−6.8% | Reduced |
| Mirador Capital Partners LP | 3,405 | $1.15M | 0.24% | +826+32.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,417 | $1.15M | 0.13% | +291+9.3% | Added |
| Gilbert & Cook, Inc. | 3,437 | $1.16M | 0.16% | +211+6.5% | Added |
| Bedel Financial Consulting, Inc. | 3,444 | $1.16M | 0.21% | −37−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,453 | $1.16M | 0.10% | +810+30.6% | Added |
| Strategic Blueprint, LLC | 3,460 | $1.17M | 0.10% | +61+1.8% | Added |
| Syon Capital LLC | 3,468 | $1.17M | 0.12% | +49+1.4% | Added |
| Americana Partners, LLC | 3,479 | $1.17M | 0.11% | −5,988−63.3% | Reduced |
| Geller Advisors LLC | 3,481 | $1.17M | 0.11% | −7−0.2% | Reduced |
| M&G Investments (USA) Inc. | 3,505 | $1.18M | 1.16% | +3,505 | New |
| Global X Japan Co., Ltd. | 3,545 | $1.20M | 0.68% | +3,545 | New |
| Ritholtz Wealth Management | 3,548 | $1.20M | 0.05% | +2+0.1% | Added |
| Close Asset Management Ltd | 3,557 | $1.20M | 0.05% | +1,383+63.6% | Added |
| Wealthcare Advisory Partners LLC | 3,559 | $1.20M | 0.05% | −327−8.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,573 | $1.21M | 0.04% | −693−16.2% | Reduced |
| Monticello Wealth Management, LLC | 3,577 | $1.21M | 0.11% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3,581 | $1.21M | 0.25% | +3,581 | New |
| GraniteShares Advisors LLC | 3,586 | $1.21M | 1.09% | +3,586 | New |
| Paces Ferry Wealth Advisors, LLC | 3,595 | $1.21M | 0.84% | +12+0.3% | Added |
| Quadcap Wealth Management, LLC | 3,598 | $1.21M | 0.31% | +3,598 | New |
| Equitable Trust Co | 3,599 | $1.21M | 0.09% | +1,657+85.3% | Added |
| 180 Wealth Advisors, LLC | 3,673 | $1.22M | 0.24% | +143+4.1% | Added |
| Martin Currie Ltd | 3,615 | $1.22M | 0.04% | +1,350+59.6% | Added |
| Western Wealth Management, LLC | 3,623 | $1.22M | 0.09% | +103+2.9% | Added |
| Strategy Asset Managers LLC | 3,644 | $1.23M | 0.29% | −217−5.6% | Reduced |
| Brevan Howard Capital Management LP | 3,677 | $1.24M | 0.12% | +2,512+215.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,694 | $1.25M | 0.46% | +1,535+71.1% | Added |
| Institutional & Family Asset Management, LLC | 3,704 | $1.25M | 0.21% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 3,720 | $1.25M | 0.60% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,736 | $1.26M | 0.26% | −7−0.2% | Reduced |
| FDx Advisors, Inc. | 3,744 | $1.26M | 0.10% | +161+4.5% | Added |
| Cookson Peirce & Co Inc | 3,750 | $1.26M | 0.08% | −1,939−34.1% | Reduced |
| AlphaCentric Advisors LLC | 3,750 | $1.27M | 0.85% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,752 | $1.27M | 0.08% | +565+17.7% | Added |
| ISAM Funds (UK) Ltd | 3,752 | $1.27M | 0.90% | +3,752 | New |
| Westmount Partners, LLC | 3,766 | $1.27M | 0.52% | −9−0.2% | Reduced |
| Clarity Capital Partners LLC | 3,778 | $1.27M | 0.90% | +3,778 | New |
| Alerus Financial NA | 3,801 | $1.28M | 0.10% | −680−15.2% | Reduced |
| Summit Trail Advisors, LLC | 3,814 | $1.29M | 0.04% | −116−3.0% | Reduced |
| Harbert Fund Advisors, Inc. | 3,850 | $1.30M | 0.89% | −4,650−54.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,859 | $1.30M | 0.24% | +97+2.6% | Added |
| Boston Financial Mangement LLC | 3,867 | $1.30M | 0.04% | −21−0.5% | Reduced |
| Legacy Bridge, LLC | 3,882 | $1.31M | 0.85% | −75−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,891 | $1.31M | 0.27% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,921 | $1.32M | 0.05% | +2,805+251.3% | Added |
| Lake Street Financial LLC | 3,927 | $1.32M | 0.21% | +2,937+296.7% | Added |
| Wedmont Private Capital | 4,029 | $1.32M | 0.11% | +1,666+70.5% | Added |
| Eisler Capital (UK) Ltd. | 3,940 | $1.33M | 0.12% | −11,963−75.2% | Reduced |
| Argent Trust Co | 3,958 | $1.34M | 0.07% | −164−4.0% | Reduced |
| Fort Washington Investment Advisors Inc | 3,960 | $1.34M | 0.01% | −236−5.6% | Reduced |
| Willner & Heller, LLC | 3,965 | $1.34M | 1.49% | +3,965 | New |
| Edgestream Partners, L.P. | 3,971 | $1.34M | 0.10% | +3,971 | New |
| E Fund Management Co., Ltd. | 3,972 | $1.34M | 0.08% | −187−4.5% | Reduced |
| NorthRock Partners, LLC | 3,989 | $1.35M | 0.06% | +2,807+237.5% | Added |
| Ascent Group, LLC | 3,554 | $1.36M | 0.13% | +421+13.4% | Added |
| Trust Asset Management LLC | 4,051 | $1.37M | 0.13% | 00.0% | Unchanged |
| McRae Capital Management Inc | 4,065 | $1.37M | 0.34% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,065 | $1.37M | 0.27% | +2,092+106.0% | Added |
| GM Advisory Group, Inc. | 4,066 | $1.37M | 0.10% | +174+4.5% | Added |
| HighPoint Advisor Group LLC | 3,502 | $1.37M | 0.10% | +3,502 | New |
| Halbert Hargrove Global Advisors, LLC | 4,086 | $1.38M | 0.10% | +61+1.5% | Added |
| Kingsview Wealth Management, LLC | 4,093 | $1.38M | 0.04% | +165+4.2% | Added |
| Kestra Private Wealth Services, LLC | 4,140 | $1.40M | 0.04% | +373+9.9% | Added |
| Crestwood Advisors Group LLC | 4,141 | $1.40M | 0.03% | +152+3.8% | Added |
| Grandfield & Dodd, LLC | 4,211 | $1.42M | 0.10% | +39+0.9% | Added |
| Conway Capital Management, Inc. | 4,219 | $1.42M | 0.92% | −75−1.7% | Reduced |
| Hollencrest Capital Management | 4,256 | $1.44M | 0.14% | +1,614+61.1% | Added |
| WoodTrust Financial Corp | 4,260 | $1.44M | 0.25% | −162−3.7% | Reduced |
| Howland Capital Management LLC | 4,260 | $1.44M | 0.08% | −66−1.5% | Reduced |
| CNB Bank | 4,273 | $1.44M | 0.77% | +264+6.6% | Added |
| Doliver Advisors, LP | 4,308 | $1.45M | 0.45% | +30+0.7% | Added |
| Sepio Capital, LP | 4,312 | $1.45M | 0.12% | −811−15.8% | Reduced |
| Clear Harbor Asset Management, LLC | 4,321 | $1.46M | 0.14% | +159+3.8% | Added |
| Canandaigua National Bank & Trust Co | 4,332 | $1.46M | 0.23% | −443−9.3% | Reduced |