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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 1,095 | $369.4K | 0.18% | +53+5.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,092 | $369.0K | 0.05% | +977+849.6% | Added |
| Steel Peak Wealth Management LLC | 1,093 | $368.7K | 0.02% | −22,735−95.4% | Reduced |
| Wolff Wiese Magana LLC | 1,092 | $368.4K | 0.35% | −310−22.1% | Reduced |
| Financial Perspectives, Inc | 1,091 | $368.1K | 0.15% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,090 | $367.7K | 0.40% | +1,090 | New |
| Ashton Thomas Private Wealth, LLC | 1,088 | $367.0K | 0.02% | +1+0.1% | Added |
| Evercore Wealth Management, LLC | 1,086 | $366.4K | 0.01% | +225+26.1% | Added |
| TrinityPoint Wealth, LLC | 1,081 | $364.7K | 0.07% | +191+21.5% | Added |
| Connecticut Wealth Management, LLC | 1,081 | $364.5K | 0.02% | +46+4.4% | Added |
| Cobblestone Capital Advisors LLC | 1,076 | $363.0K | 0.02% | +200+22.8% | Added |
| Humankind Investments LLC | 1,076 | $363.0K | 0.11% | −84−7.2% | Reduced |
| Eagle Bay Advisors LLC | 1,069 | $360.6K | 0.23% | −329−23.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,067 | $360.0K | 0.04% | −20−1.8% | Reduced |
| Level Four Advisory Services, LLC | 1,064 | $359.0K | 0.02% | −206−16.2% | Reduced |
| LVW Advisors, LLC | 1,060 | $357.6K | 0.07% | +298+39.1% | Added |
| Csenge Advisory Group | 1,056 | $356.3K | 0.02% | +222+26.6% | Added |
| Trinity Legacy Partners, LLC | 1,055 | $355.9K | 0.11% | −13,804−92.9% | Reduced |
| Resonant Capital Advisors, LLC | 1,055 | $355.9K | 0.03% | +19+1.8% | Added |
| Clifford Swan Investment Counsel LLC | 1,050 | $354.2K | 0.01% | −170−13.9% | Reduced |
| Financial Management Network Inc | 1,095 | $353.1K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,042 | $351.5K | 0.06% | +217+26.3% | Added |
| Encompass Wealth Advisors, LLC | 1,035 | $349.2K | 0.10% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,035 | $349.2K | 0.33% | −45−4.2% | Reduced |
| Triangle Securities Wealth Management | 1,030 | $347.5K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Group | 1,029 | $347.1K | 0.05% | −78−7.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $347.1K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,025 | $345.8K | 0.13% | +470+84.7% | Added |
| Journey Advisory Group, LLC | 1,020 | $344.1K | 0.05% | +23+2.3% | Added |
| LexAurum Advisors, LLC | 1,010 | $340.7K | 0.09% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,009 | $340.4K | 0.04% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,006 | $339.4K | 0.21% | +1,006 | New |
| Parcion Private Wealth LLC | 1,004 | $338.7K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,003 | $338.4K | 0.06% | −13−1.3% | Reduced |
| Accredited Investors Inc. | 1,003 | $338.4K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,001 | $337.7K | 0.00% | −85−7.8% | Reduced |
| Alta Advisers Ltd | 1,000 | $337.4K | 0.18% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $337.0K | 0.02% | −1,072−51.7% | Reduced |
| Symmetry Partners, LLC | 996 | $337.0K | 0.02% | −127−11.3% | Reduced |
| Transcend Wealth Collective, LLC | 997 | $336.3K | 0.03% | −85−7.9% | Reduced |
| D.B. Root & Company, LLC | 996 | $336.0K | 0.12% | −125−11.2% | Reduced |
| Vigilare Wealth Management | 996 | $336.0K | 0.17% | 00.0% | Unchanged |
| Tufton Capital Management | 993 | $335.0K | 0.07% | −375−27.4% | Reduced |
| FFT Wealth Management LLC | 992 | $334.7K | 0.03% | +107+12.1% | Added |
| Hobbs Group Advisors, LLC | 992 | $334.7K | 0.15% | +992 | New |
| Guyasuta Investment Advisors Inc | 990 | $334.0K | 0.02% | +16+1.6% | Added |
| AIMZ Investment Advisors, LLC | 990 | $334.0K | 0.14% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 987 | $333.0K | 0.21% | −8−0.8% | Reduced |
| Geneos Wealth Management Inc. | 983 | $331.6K | 0.02% | −14−1.4% | Reduced |
| IFG Advisory, LLC | 982 | $331.3K | 0.02% | +982 | New |
| New Hampshire Trust | 977 | $329.6K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 977 | $329.5K | 0.06% | +6+0.6% | Added |
| Eudaimonia Partners, LLC | 970 | $327.2K | 0.09% | −21−2.1% | Reduced |
| Acropolis Investment Management, LLC | 968 | $326.6K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 963 | $324.9K | 0.02% | +963 | New |
| Sittner & Nelson, LLC | 959 | $323.5K | 0.17% | −150−13.5% | Reduced |
| Mokosak Advisory Group, LLC | 958 | $323.2K | 0.12% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 953 | $321.5K | 0.06% | −9−0.9% | Reduced |
| Weaver Capital Management LLC | 951 | $320.8K | 0.13% | +951 | New |
| Ipswich Investment Management Co., Inc. | 950 | $320.5K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 849 | $319.1K | 0.07% | −2−0.2% | Reduced |
| Cross Staff Investments Inc | 936 | $315.8K | 0.28% | +36+4.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 930 | $315.0K | 0.01% | −191−17.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 933 | $314.8K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 931 | $314.1K | 0.41% | +931 | New |
| Callahan Advisors, LLC | 925 | $312.1K | 0.04% | −95−9.3% | Reduced |
| Draper Asset Management, LLC | 919 | $310.0K | 0.29% | +64+7.5% | Added |
| Dearborn Partners LLC | 916 | $309.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 916 | $309.0K | 0.09% | −3−0.3% | Reduced |
| Beacon Financial Group | 914 | $308.3K | 0.04% | +7+0.8% | Added |
| Concorde Asset Management, LLC | 912 | $307.7K | 0.21% | −52−5.4% | Reduced |
| Sonora Investment Management Group, LLC | 910 | $307.0K | 0.02% | +75+9.0% | Added |
| CoreCap Advisors, LLC | 906 | $305.6K | 0.02% | −3,197−77.9% | Reduced |
| Pictet North America Advisors SA | 905 | $305.3K | 0.04% | +59+7.0% | Added |
| Visionary Wealth Advisors | 901 | $304.0K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $303.6K | 0.08% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $303.6K | 0.05% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 900 | $303.6K | 0.01% | +900 | New |
| Ledgewood Wealth Advisors, LLC | 900 | $303.6K | 0.28% | +900 | New |
| First Affirmative Financial Network | 900 | $303.6K | 0.24% | +59+7.0% | Added |
| Guerra Pan Advisors, LLC | 897 | $302.6K | 0.29% | +87+10.7% | Added |
| Centiva Capital, LP | 895 | $301.9K | 0.02% | −2,559−74.1% | Reduced |
| Clarus Group, Inc. | 895 | $301.9K | 0.23% | 00.0% | Unchanged |
| Stevens Capital Management LP | 890 | $300.0K | 0.07% | −2,873−76.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 888 | $299.6K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 875 | $295.2K | 0.18% | −5−0.6% | Reduced |
| Financial Advisory Service, Inc. | 874 | $294.9K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 870 | $294.4K | 0.00% | +870 | New |
| DGS Capital Management, LLC | 867 | $292.5K | 0.11% | +149+20.8% | Added |
| Independence Bank of Kentucky | 866 | $292.2K | 0.10% | +366+73.2% | Added |
| First Foundation Advisors | 864 | $291.5K | 0.01% | −1,196−58.1% | Reduced |
| Blue Fin Capital, Inc. | 864 | $291.5K | 0.07% | +64+8.0% | Added |
| Massmutual Trust Co FSB | 863 | $291.1K | 0.01% | −93−9.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 863 | $291.1K | 0.12% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 862 | $290.8K | 0.26% | +862 | New |
| Howard Financial Services, Ltd. | 859 | $289.8K | 0.06% | +20+2.4% | Added |
| Stokes Family Office, LLC | 855 | $288.4K | 0.04% | −357−29.5% | Reduced |
| Coastline Trust Co | 855 | $288.4K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 854 | $288.1K | 0.03% | +62+7.8% | Added |
| Morningstar Investment Management LLC | 855 | $288.0K | 0.03% | −53−5.8% | Reduced |