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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 2,010 | $678.1K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,008 | $677.4K | 0.03% | +456+29.4% | Added |
| Ameritas Advisory Services, LLC | 1,856 | $675.3K | 0.04% | +60+3.3% | Added |
| 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 |
| Heritage Wealth Advisors | 1,992 | $672.0K | 0.03% | −123−5.8% | Reduced |
| CWA Asset Management Group, LLC | 1,991 | $671.7K | 0.05% | +534+36.7% | Added |
| Park Place Capital Corp | 1,967 | $663.6K | 0.26% | −84−4.1% | Reduced |
| Rowland & Co Investment Counsel | 1,962 | $661.9K | 0.15% | −90−4.4% | Reduced |
| 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 |
| Ofi Invest Asset Management | 2,164 | $660.9K | 0.02% | +2,073+2,278.0% | Added |
| Everhart Financial Group, Inc. | 1,951 | $658.2K | 0.23% | +501+34.6% | Added |
| Graypoint LLC | 1,950 | $657.9K | 0.05% | +399+25.7% | Added |
| Forum Financial Management, LP | 1,936 | $653.1K | 0.01% | −5−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,929 | $650.5K | 0.02% | +214+12.5% | Added |
| Dana Investment Advisors, Inc. | 1,928 | $650.4K | 0.03% | −587−23.3% | Reduced |
| PFG Investments, LLC | 1,923 | $648.7K | 0.12% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,915 | $646.0K | 0.20% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,900 | $641.0K | 0.11% | −2−0.1% | Reduced |
| Centennial Bank | 1,893 | $638.6K | 0.38% | −39−2.0% | Reduced |
| CX Institutional | 1,892 | $638.3K | 0.03% | −176−8.5% | Reduced |
| Two Sigma Securities, LLC | 1,887 | $636.6K | 0.03% | −17,388−90.2% | Reduced |
| AMG National Trust Bank | 1,834 | $618.7K | 0.02% | +136+8.0% | Added |
| SeaCrest Wealth Management, LLC | 1,915 | $617.6K | 0.08% | −44−2.2% | Reduced |
| Catalina Capital Group, LLC | 1,828 | $616.7K | 0.47% | +1,828 | New |
| Fidelis Capital Partners, LLC | 1,824 | $615.3K | 0.14% | +80+4.6% | Added |
| Global Retirement Partners, LLC | 1,679 | $608.4K | 0.03% | −173−9.3% | Reduced |
| Navalign, LLC | 1,800 | $607.2K | 0.21% | 00.0% | Unchanged |
| Sycomore Asset Management | 1,798 | $607.0K | 0.13% | +1,382+332.2% | Added |
| Legacy Financial Advisors, Inc. | 1,774 | $598.5K | 0.11% | +216+13.9% | Added |
| Ellerson Group Inc | 1,770 | $597.1K | 0.52% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,770 | $597.0K | 0.07% | −30−1.7% | Reduced |
| Virtue Capital Management, LLC | 1,848 | $595.6K | 0.12% | −195−9.5% | Reduced |
| Focus Financial Network Inc | 1,764 | $595.2K | 0.02% | +1,764 | New |
| Tradition Wealth Management, LLC | 1,763 | $595.0K | 0.06% | +359+25.6% | Added |
| Lewis Asset Management, LLC | 1,757 | $592.7K | 0.55% | +1,757 | New |
| Missouri Trust & Investment Co | 1,755 | $592.1K | 0.24% | 00.0% | Unchanged |
| Park National Corp | 1,750 | $590.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| American State Bank (Iowa) | 1,733 | $584.6K | 0.37% | +40+2.4% | Added |
| Atlantic Trust, LLC | 1,727 | $582.6K | 0.16% | +1,727 | New |
| Caldwell Trust Co | 1,726 | $582.3K | 0.07% | +169+10.9% | Added |
| Desjardins Global Asset Management Inc. | 1,724 | $581.6K | 0.06% | −1,293−42.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,987 | $581.0K | 0.01% | −65−3.2% | Reduced |
| Aaron Wealth Advisors | 1,719 | $579.9K | 0.10% | +182+11.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $579.6K | 0.04% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,709 | $576.5K | 0.38% | −76−4.3% | Reduced |
| Modera Wealth Management, LLC | 1,703 | $574.5K | 0.01% | −12−0.7% | Reduced |
| Mather Group, LLC. | 1,685 | $568.4K | 0.01% | +76+4.7% | Added |
| Main Street Financial Solutions, LLC | 1,684 | $568.1K | 0.07% | +71+4.4% | Added |
| Clear Creek Financial Management, LLC | 1,681 | $567.1K | 0.09% | +235+16.3% | Added |
| Rehmann Capital Advisory Group | 1,680 | $566.8K | 0.05% | +224+15.4% | Added |
| Davis R M Inc | 1,657 | $559.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,655 | $558.3K | 0.03% | −72−4.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,648 | $556.0K | 0.23% | −52−3.1% | Reduced |
| Davy Global Fund Management Ltd | 1,647 | $555.6K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,646 | $555.3K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 1,646 | $555.0K | 0.04% | +75+4.8% | Added |
| Private Portfolio Partners LLC | 1,644 | $554.6K | 0.13% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,642 | $553.9K | 0.12% | −50−3.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,641 | $553.6K | 0.06% | −78−4.5% | Reduced |
| Catalyst Financial Partners LLC | 1,639 | $552.9K | 0.16% | +33+2.1% | Added |
| Financial Advocates Investment Management | 1,635 | $551.6K | 0.04% | +106+6.9% | Added |
| Penserra Capital Management LLC | 1,631 | $550.0K | 0.01% | −339−17.2% | Reduced |
| Wormser Freres Gestion | 1,654 | $549.0K | 0.45% | +1,654 | New |
| RB Capital Management, LLC | 1,626 | $548.5K | 0.16% | −71−4.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $548.2K | 0.51% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,622 | $547.2K | 0.10% | +195+13.7% | Added |
| Schrum Private Wealth Management LLC | 1,619 | $546.2K | 0.77% | −900−35.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,612 | $543.8K | 0.04% | −30−1.8% | Reduced |
| Childress Capital Advisors, LLC | 1,611 | $543.5K | 0.16% | +213+15.2% | Added |
| Wambolt & Associates, LLC | 1,610 | $543.1K | 0.18% | −663−29.2% | Reduced |
| Cullinan Associates Inc | 1,600 | $539.8K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,598 | $539.1K | 0.03% | +95+6.3% | Added |
| NBT Bank N A | 1,592 | $537.1K | 0.04% | +188+13.4% | Added |
| AtonRa Partners | 1,590 | $536.4K | 1.07% | −146−8.4% | Reduced |
| 1776 Wealth LLC | 1,590 | $536.4K | 0.27% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,578 | $532.4K | 0.17% | −182−10.3% | Reduced |
| Arkadios Wealth Advisors | 1,575 | $531.2K | 0.04% | +257+19.5% | 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 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,569 | $529.3K | 0.06% | +90+6.1% | Added |
| Diametric Capital, LP | 1,569 | $529.3K | 0.32% | −4,941−75.9% | Reduced |
| IFP Advisors, Inc | 1,553 | $523.8K | 0.02% | +65+4.4% | Added |
| Vivid Wealth Management, LLC | 1,547 | $521.9K | 0.35% | +1,547 | New |
| Buckingham Strategic Partners | 1,530 | $516.4K | 0.02% | +54+3.7% | Added |
| Waters Parkerson & Co., LLC | 1,530 | $516.0K | 0.03% | −66−4.1% | Reduced |
| Pallas Capital Advisors LLC | 1,521 | $513.1K | 0.03% | −1−0.1% | Reduced |
| Empower Advisory Group, LLC | 1,520 | $512.8K | 0.00% | +130+9.4% | Added |
| Waterloo Capital, L.P. | 1,516 | $511.4K | 0.08% | +497+48.8% | Added |
| Elevated Capital Advisors, LLC | 1,514 | $510.8K | 0.16% | +124+8.9% | Added |
| Values First Advisors, Inc. | 1,511 | $509.8K | 0.31% | +371+32.5% | Added |
| 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 |
| First Business Financial Services, Inc. | 1,495 | $504.4K | 0.06% | −97−6.1% | Reduced |
| Biltmore Family Office, LLC | 1,490 | $502.7K | 0.10% | −109−6.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,487 | $501.7K | 0.02% | +123+9.0% | Added |