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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 2,733 | $922.0K | 0.14% | +239+9.6% | Added |
| Premier Path Wealth Partners, LLC | 2,758 | $912.6K | 0.20% | +2,758 | New |
| Quest Partners LLC | 2,695 | $909.2K | 0.19% | +2,695 | New |
| Jackson Square Capital, LLC | 2,677 | $903.1K | 0.29% | +1,422+113.3% | Added |
| Balentine LLC | 2,663 | $898.4K | 0.03% | +495+22.8% | Added |
| 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 |
| Liberty One Investment Management, LLC | 2,637 | $889.6K | 0.11% | −126−4.6% | Reduced |
| Institute for Wealth Management, LLC. | 2,634 | $888.6K | 0.15% | 00.0% | Unchanged |
| Wealth Alliance | 2,628 | $886.7K | 0.12% | −315−10.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,393 | $885.6K | 0.04% | −39−1.6% | Reduced |
| Stonegate Investment Group, LLC | 2,605 | $878.8K | 0.03% | +206+8.6% | Added |
| FourThought Financial Partners, LLC | 2,584 | $871.7K | 0.11% | +15+0.6% | Added |
| Northern Oak Wealth Management Inc | 2,582 | $871.1K | 0.10% | −2,210−46.1% | Reduced |
| Trust Co of Virginia | 2,576 | $869.0K | 0.09% | +36+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,575 | $868.7K | 0.03% | −2,687−51.1% | Reduced |
| Conning Inc. | 2,555 | $862.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,277 | $861.2K | 0.23% | +2,277 | New |
| Pinnacle Associates Ltd | 2,552 | $860.9K | 0.01% | +251+10.9% | Added |
| Scotia Capital Inc. | 2,522 | $850.8K | 0.01% | −350−12.2% | Reduced |
| Joel Isaacson & Co., LLC | 2,513 | $847.8K | 0.05% | +5+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,509 | $846.4K | 0.02% | +200+8.7% | Added |
| Gryphon Financial Partners LLC | 1,254 | $844.7K | 0.15% | −489−28.1% | 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 |
| Stone Run Capital, LLC | 2,500 | $843.4K | 0.36% | −2−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 2,497 | $842.4K | 0.41% | −213−7.9% | Reduced |
| Next Century Growth Investors LLC | 2,494 | $841.4K | 0.08% | −1,337−34.9% | Reduced |
| Fielder Capital Group LLC | 2,493 | $841.0K | 0.51% | +2,493 | New |
| Moseley Investment Management Inc | 2,491 | $840.4K | 0.47% | −12−0.5% | Reduced |
| KCM Investment Advisors LLC | 2,486 | $838.7K | 0.03% | −86−3.3% | Reduced |
| Founders Financial Securities LLC | 2,485 | $838.3K | 0.09% | +856+52.5% | Added |
| Lake Street Advisors Group, LLC | 2,479 | $836.3K | 0.04% | +2,479 | New |
| Belpointe Asset Management LLC | 2,476 | $835.3K | 0.07% | −120−4.6% | Reduced |
| Benjamin Edwards Inc | 2,474 | $835.0K | 0.18% | +1,364+122.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,463 | $833.0K | 0.38% | +106+4.5% | Added |
| Atwater Malick LLC | 2,461 | $830.2K | 0.33% | +2,461 | New |
| Allegheny Financial Group LTD | 2,457 | $828.9K | 0.27% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,446 | $825.1K | 0.48% | +10+0.4% | Added |
| Clarkston Capital Partners, LLC | 2,445 | $824.8K | 0.02% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 2,460 | $814.2K | 0.74% | +2,460 | New |
| V-Square Quantitative Management LLC | 2,406 | $811.7K | 0.19% | +1,012+72.6% | Added |
| LaFleur & Godfrey LLC | 2,376 | $801.6K | 0.12% | −105−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 2,371 | $799.9K | 0.09% | −59−2.4% | Reduced |
| Synovus Financial Corp | 2,366 | $798.2K | 0.01% | −1,011−29.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,355 | $794.5K | 0.09% | +315+15.4% | Added |
| Western Pacific Wealth Management, LP | 2,354 | $794.1K | 0.58% | +193+8.9% | Added |
| Atlas Wealth Partners, LLC | 2,100 | $787.0K | 4.34% | −200−8.7% | Reduced |
| Granite Group Advisors, LLC | 2,066 | $782.8K | 0.55% | +2,066 | New |
| OneAscent Wealth Management LLC | 2,303 | $777.0K | 0.31% | +46+2.0% | Added |
| Boomfish Wealth Group, LLC | 2,291 | $772.9K | 0.56% | +2,291 | New |
| Howard Capital Management Group, LLC | 2,287 | $771.5K | 0.07% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,583 | $770.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,274 | $767.2K | 0.06% | +2,274 | New |
| OneAscent Financial Services LLC | 2,270 | $766.0K | 0.10% | +2,270 | New |
| EagleClaw Capital Managment, LLC | 2,250 | $759.1K | 0.16% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,246 | $758.0K | 0.11% | −1,747−43.8% | Reduced |
| Bellecapital International Ltd. | 2,244 | $757.0K | 0.17% | −9−0.4% | Reduced |
| Eastern Bank | 2,240 | $755.7K | 0.03% | −4−0.2% | Reduced |
| Chesapeake Wealth Management | 2,239 | $755.3K | 0.29% | +435+24.1% | Added |
| Diligent Investors, LLC | 2,233 | $753.3K | 0.21% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,227 | $751.3K | 0.03% | −43−1.9% | Reduced |
| GeoWealth Management, LLC | 2,226 | $751.0K | 0.06% | +2,226 | New |
| Sheaff Brock Investment Advisors, LLC | 2,226 | $751.0K | 0.07% | +29+1.3% | Added |
| Eqis Capital Management, Inc. | 2,223 | $750.1K | 0.06% | −260−10.5% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $745.6K | 0.36% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,199 | $741.9K | 0.08% | +252+12.9% | 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 |
| Central Trust Co | 2,185 | $737.1K | 0.02% | +34+1.6% | Added |
| Centaurus Financial, Inc. | 2,183 | $737.0K | 0.06% | +238+12.2% | Added |
| Quantbot Technologies LP | 2,166 | $730.7K | 0.04% | −6,665−75.5% | Reduced |
| Concurrent Investment Advisors, LLC | 2,160 | $728.5K | 0.03% | +2,160 | New |
| Tiaa Trust, National Association | 2,156 | $727.3K | 0.00% | +115+5.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,146 | $724.0K | 0.71% | −7−0.3% | Reduced |
| Ancora Advisors, LLC | 2,143 | $722.9K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,142 | $722.6K | 0.46% | −76−3.4% | Reduced |
| 17 Capital Partners, LLC | 2,134 | $719.9K | 0.66% | +2,134 | New |
| Midwest Professional Planners, LTD. | 2,132 | $719.3K | 0.29% | +166+8.4% | Added |
| Alpha Family Trust | 2,125 | $716.9K | 0.48% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,106 | $710.5K | 0.03% | −235−10.0% | Reduced |
| Verdence Capital Advisors LLC | 2,105 | $710.1K | 0.07% | +40+1.9% | Added |
| Westwood Management Corp | 2,100 | $708.0K | 0.26% | −13,000−86.1% | Reduced |
| Paul Damon & Associates, Inc. | 2,096 | $707.1K | 0.50% | −25−1.2% | Reduced |
| Harrington Investments, INC | 2,091 | $705.4K | 0.44% | −40−1.9% | Reduced |
| Group One Trading, L.P. | 2,089 | $704.7K | 0.02% | +2,089 | New |
| Lebenthal Global Advisors, LLC | 2,076 | $700.4K | 0.16% | +2,076 | New |
| Cannell Peter B & Co Inc | 2,075 | $700.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,063 | $696.0K | 0.09% | +83+4.2% | Added |
| J.W. Cole Advisors, Inc. | 2,063 | $695.8K | 0.04% | +23+1.1% | Added |
| Wealth Architects, LLC | 2,055 | $693.3K | 0.10% | +192+10.3% | Added |
| Voya Financial Advisors, Inc. | 2,047 | $692.7K | 0.08% | −127−5.8% | Reduced |
| Michael B. Yongue | 2,051 | $691.9K | 0.62% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 2,044 | $689.6K | 0.54% | 00.0% | Unchanged |
| 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 |
| Portfolio Design Labs, LLC | 2,021 | $681.8K | 0.26% | +2,021 | New |
| Tobam | 2,018 | $681.0K | 0.06% | +693+52.3% | Added |
| RSM US Wealth Management LLC | 2,015 | $679.8K | 0.02% | +998+98.1% | Added |
| Zega Financial, LLC | 2,012 | $678.8K | 0.28% | +2,012 | New |