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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 1,485 | $501.0K | 0.11% | +1,485 | New |
| Oarsman Capital, Inc. | 1,481 | $499.6K | 0.13% | +790+114.3% | Added |
| Morningstar Investment Services LLC | 1,474 | $499.0K | 0.00% | +1,474 | New |
| Cambridge Advisors Inc. | 1,478 | $498.6K | 0.13% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,475 | $497.9K | 0.04% | +1,475 | New |
| Baker Tilly Wealth Management, LLC | 1,461 | $492.9K | 0.08% | −370−20.2% | Reduced |
| IHT Wealth Management, LLC | 1,458 | $491.9K | 0.02% | +75+5.4% | Added |
| Pegasus Partners Ltd. | 1,457 | $491.5K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,454 | $490.5K | 0.12% | +239+19.7% | Added |
| WSFS Capital Management, LLC | 1,451 | $489.3K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,450 | $489.1K | 0.13% | +90+6.6% | Added |
| Connectus Wealth, LLC | 1,445 | $487.7K | 0.01% | −447−23.6% | Reduced |
| Clare Market Investments LLC | 1,445 | $487.5K | 0.17% | −265−15.5% | Reduced |
| Guardian Financial Partners, LLC | 1,440 | $485.8K | 0.40% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,438 | $485.1K | 0.01% | +32+2.3% | Added |
| Riverstone Advisors, LLC | 1,437 | $484.8K | 0.31% | 00.0% | Unchanged |
| TSFG, LLC | 1,434 | $484.0K | 0.15% | −60−4.0% | Reduced |
| Nations Financial Group Inc, | 1,433 | $483.4K | 0.04% | +16+1.1% | Added |
| Invesco, LLC | 1,432 | $483.1K | 0.22% | −210−12.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,432 | $483.1K | 0.02% | +34+2.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,422 | $479.7K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,422 | $479.7K | 0.01% | +570+66.9% | Added |
| Tilt Investment Management Holdings, PBC | 1,414 | $477.0K | 0.52% | −453−24.3% | Reduced |
| Essex Financial Services, Inc. | 1,412 | $476.4K | 0.05% | −185−11.6% | Reduced |
| SFE Investment Counsel | 1,412 | $476.4K | 0.12% | +83+6.2% | Added |
| Versor Investments LP | 1,404 | $473.7K | 0.10% | −1,696−54.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,400 | $472.3K | 0.02% | +76+5.7% | Added |
| Lindbrook Capital, LLC | 1,396 | $471.0K | 0.05% | +293+26.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,394 | $470.3K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,389 | $468.6K | 0.02% | +333+31.5% | Added |
| Norris Perne & French LLP | 1,383 | $466.6K | 0.04% | +258+22.9% | Added |
| Simon Quick Advisors, LLC | 1,379 | $465.2K | 0.04% | +173+14.3% | Added |
| Trust Point Inc. | 1,372 | $462.9K | 0.04% | +1,372 | New |
| Smartleaf Asset Management LLC | 1,371 | $461.1K | 0.12% | +1,371 | New |
| XR Securities LLC | 1,364 | $460.2K | 0.14% | +1,364 | New |
| Financial Management Professionals, Inc. | 1,363 | $460.0K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 1,358 | $458.1K | 0.09% | −2−0.1% | Reduced |
| Kovack Advisors, Inc. | 1,350 | $455.4K | 0.05% | +305+29.2% | Added |
| Resources Management Corp | 1,350 | $455.0K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,343 | $453.1K | 0.05% | +58+4.5% | Added |
| Personal Cfo Solutions, LLC | 1,341 | $452.4K | 0.08% | +474+54.7% | Added |
| Sage Mountain Advisors LLC | 1,330 | $448.7K | 0.05% | +77+6.1% | Added |
| Commerzbank Aktiengesellschaft | 1,311 | $443.0K | 0.02% | +1,311 | New |
| Ardevora Asset Management LLP | 1,300 | $439.0K | 0.04% | −33,258−96.2% | Reduced |
| AXS Investments LLC | 1,295 | $436.9K | 0.10% | −152−10.5% | Reduced |
| Clearstead Advisors, LLC | 1,289 | $434.9K | 0.02% | +32+2.5% | Added |
| Green Alpha Advisors, LLC | 1,289 | $434.9K | 0.31% | −170−11.7% | Reduced |
| Farther Finance Advisors, LLC | 1,289 | $434.7K | 0.03% | +609+89.6% | Added |
| Citizens Financial Group Inc | 1,281 | $432.2K | 0.01% | −167−11.5% | Reduced |
| Quotient Wealth Partners, LLC | 1,279 | $431.5K | 0.02% | +1,279 | New |
| Advisors Capital Management, LLC | 1,278 | $431.0K | 0.01% | +79+6.6% | Added |
| Quent Capital, LLC | 1,260 | $425.1K | 0.06% | +257+25.6% | Added |
| Wealthspire Advisors, LLC | 1,259 | $424.7K | 0.01% | +289+29.8% | Added |
| Keel Point, LLC | 1,258 | $424.4K | 0.05% | +44+3.6% | Added |
| First Dallas Securities Inc. | 1,255 | $423.0K | 0.22% | +1,255 | New |
| Everpar Advisors LLC | 1,251 | $422.0K | 0.20% | +1,251 | New |
| Kapstone Financial Advisors LLC | 1,122 | $420.7K | 0.33% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,237 | $417.4K | 0.13% | −68−5.2% | Reduced |
| Investmark Advisory Group LLC | 1,232 | $415.6K | 0.24% | +19+1.6% | Added |
| Choate Investment Advisors | 1,228 | $414.3K | 0.01% | +340+38.3% | Added |
| Allstate Corp | 1,227 | $413.9K | 0.03% | −174−12.4% | Reduced |
| Wade G W & Inc | 1,223 | $413.0K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,224 | $412.9K | 0.12% | +1,224 | New |
| Channel Wealth LLC | 1,223 | $412.6K | 0.19% | +100+8.9% | Added |
| RHS Financial, LLC | 1,219 | $411.2K | 0.26% | +1,219 | New |
| Interchange Capital Partners, LLC | 1,210 | $410.9K | 0.31% | −49−3.9% | Reduced |
| Ignite Planners, LLC | 1,236 | $409.1K | 0.12% | −394−24.2% | Reduced |
| Moloney Securities Asset Management, LLC | 1,204 | $406.2K | 0.07% | +1,204 | New |
| Planning Center, Inc. | 1,201 | $405.2K | 0.09% | −6−0.5% | Reduced |
| Avenue 1 Advisors, LLC | 1,193 | $402.5K | 0.18% | +21+1.8% | Added |
| Yarbrough Capital, LLC | 1,190 | $401.5K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,185 | $399.8K | 0.35% | −16−1.3% | Reduced |
| Apriem Advisors | 1,183 | $399.1K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,183 | $399.1K | 0.15% | +98+9.0% | Added |
| LJI Wealth Management, LLC | 1,181 | $398.4K | 0.10% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,180 | $398.1K | 0.16% | −69−5.5% | Reduced |
| Hall Laurie J Trustee | 1,175 | $396.0K | 0.15% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,170 | $394.7K | 0.11% | +66+6.0% | Added |
| WealthPlan Investment Management, LLC | 1,170 | $394.7K | 0.06% | +91+8.4% | Added |
| Ullmann Financial Group, Inc. | 1,163 | $392.4K | 0.06% | +40+3.6% | Added |
| L2 Asset Management, LLC | 1,157 | $390.3K | 0.16% | +988+584.6% | Added |
| Wealth Management Associates, Inc. | 1,156 | $390.0K | 0.21% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,145 | $386.3K | 0.01% | −2,498−68.6% | Reduced |
| Revolve Wealth Partners, LLC | 1,137 | $383.6K | 0.07% | −30−2.6% | Reduced |
| TRUE Private Wealth Advisors | 1,136 | $383.1K | 0.05% | +2+0.2% | Added |
| LGT Fund Management Co Ltd. | 1,130 | $382.4K | 0.16% | +130+13.0% | Added |
| Moors & Cabot, Inc. | 1,133 | $382.2K | 0.02% | −135−10.6% | Reduced |
| Rossmore Private Capital | 1,125 | $379.5K | 0.05% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,124 | $379.2K | 0.13% | +1,124 | New |
| High Pines Wealth Management, LLC | 1,122 | $378.6K | 0.58% | +17+1.5% | Added |
| ZWJ Investment Counsel Inc | 1,120 | $377.8K | 0.02% | +3+0.3% | Added |
| Goepper Burkhardt LLC | 972 | $377.4K | 0.19% | +108+12.5% | Added |
| Principle Wealth Partners LLC | 1,118 | $377.2K | 0.03% | −70−5.9% | Reduced |
| Great Diamond Partners, LLC | 1,115 | $376.2K | 0.09% | −38−3.3% | Reduced |
| Contravisory Investment Management, Inc. | 1,111 | $374.8K | 0.09% | −21−1.9% | Reduced |
| BlueCrest Capital Management Ltd | 1,109 | $374.1K | 0.06% | −833−42.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,107 | $373.5K | 0.07% | +316+39.9% | Added |
| EFG Asset Management (Americas) Corp. | 1,102 | $371.8K | 0.08% | −87−7.3% | Reduced |
| Naples Global Advisors, LLC | 1,098 | $370.4K | 0.04% | −135−10.9% | Reduced |
| Bailard, Inc. | 1,096 | $369.7K | 0.01% | 00.0% | Unchanged |