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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.

Institutional holdersQ4 2023: 1,674 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ4 2023: $100.2B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2023.

Institutions holding ISRG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Core Alternative Capital194$65.4K0.01%−146−42.9%Reduced
Gleason Group, Inc.190$64.1K0.01%00.0%Unchanged
Northwest Capital Management Inc183$61.7K0.02%00.0%Unchanged
Rise Advisors, LLC183$61.7K0.04%+179+4,475.0%Added
PrairieView Partners, LLC180$61.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC175$59.0K0.01%+64+57.7%Added
Webster Bank, N. A.171$57.7K0.01%+171New
Atwood & Palmer Inc168$56.7K0.00%00.0%Unchanged
Cornerstone Planning Group LLC165$55.7K0.02%+14+9.3%Added
Planning Capital Management Corp160$54.0K0.04%+160New
Hazlett, Burt & Watson, Inc.152$52.0K0.04%−66−30.3%Reduced
Bell Investment Advisors, Inc150$50.6K0.01%+16+11.9%Added
Toth Financial Advisory Corp149$50.3K0.01%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.145$48.9K0.01%+145New
First Financial Corp143$48.2K0.02%+47+49.0%Added
Resurgent Financial Advisors LLC142$47.9K0.03%+8+6.0%Added
Annis Gardner Whiting Capital Advisors, LLC141$47.6K0.02%+1+0.7%Added
Birchbrook, Inc.140$47.2K0.03%+140New
Barrett & Company, Inc.136$45.9K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC135$45.5K0.02%00.0%Unchanged
Bogart Wealth, LLC134$45.2K0.00%+22+19.6%Added
Johnson Financial Group, Inc.131$44.2K0.00%−4−3.0%Reduced
Financial Avengers, Inc.130$43.9K0.03%00.0%Unchanged
True Wealth Design, LLC127$42.8K0.01%+125+6,250.0%Added
First Command Advisory Services, Inc.126$42.5K0.00%00.0%Unchanged
City Holding Co126$42.5K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC125$42.2K0.03%+125New
Beacon Capital Management, LLC143$41.8K0.01%00.0%Unchanged
GoalVest Advisory LLC123$41.5K0.02%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd120$40.5K0.00%−9,340−98.7%Reduced
Blue Bell Private Wealth Management, LLC119$40.1K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund116$39.1K0.00%+74+176.2%Added
GW&K Investment Management, LLC116$39.0K0.00%−1−0.9%Reduced
Deseret Mutual Benefit Administrators113$38.1K0.02%−34−23.1%Reduced
Naples Money Management LLC112$37.8K0.04%+112New
Clean Yield Group108$36.4K0.02%00.0%Unchanged
West Tower Group, LLC103$34.7K0.07%−61−37.2%Reduced
Gradient Investments LLC102$34.4K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$33.7K0.02%00.0%Unchanged
Sachetta, LLC94$31.7K0.02%+94New
Jefferies Financial Group Inc.93$31.4K0.00%+93New
JTC Employer Solutions Trusteee Ltd93$31.0K0.00%00.0%Unchanged
O'Dell Group, LLC90$30.4K0.01%+90New
American Capital Advisory, LLC90$30.4K0.02%+90New
MeadowBrook Investment Advisors LLC90$30.4K0.03%+90New
Atticus Wealth Management, LLC89$30.0K0.01%+41+85.4%Added
Canton Hathaway, LLC90$30.0K0.01%00.0%Unchanged
NBC Securities, Inc.90$30.0K0.00%+19+26.8%Added
McIlrath & Eck, LLC87$29.4K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC87$29.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC84$28.0K0.01%−18−17.6%Reduced
Able Wealth Management LLC82$27.7K0.03%+82New
Pin Oak Investment Advisors Inc81$27.0K0.03%00.0%Unchanged
RFP Financial Group LLC80$27.0K0.01%00.0%Unchanged
Dogwood Wealth Management LLC78$26.3K0.02%+78New
MCF Advisors LLC77$26.0K0.00%+40+108.1%Added
Baystate Wealth Management LLC75$25.4K0.00%+45+150.0%Added
Prestige Wealth Management Group LLC75$25.3K0.01%+9+13.6%Added
Global Wealth Management Investment Advisory, Inc.75$25.3K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC75$25.3K0.00%+75New
Solstein Capital, LLC74$25.0K0.02%00.0%Unchanged
Compass Wealth Management LLC72$24.3K0.01%00.0%Unchanged
Raffa Wealth Management, LLC70$23.6K0.01%−75−51.7%Reduced
Pflug Koory, LLC70$23.6K0.01%+39+125.8%Added
Fortitude Family Office, LLC70$23.6K0.02%+70New
Adirondack Trust Co60$23.1K0.01%−102−63.0%Reduced
Caitlin John, LLC66$22.3K0.02%+66New
West Oak Capital, LLC60$22.0K0.01%00.0%Unchanged
Cambridge Trust Co64$21.6K0.00%00.0%Unchanged
Baldwin Brothers Inc63$21.3K0.00%00.0%Unchanged
DAGCO, Inc.60$20.2K0.02%+60New
Dynamic Wealth Strategies, LLC60$20.2K0.02%+60New
Kathleen S. Wright Associates Inc.60$20.2K0.01%+60New
Marquette Asset Management, LLC59$19.9K0.00%−3−4.8%Reduced
WealthCollab, LLC59$19.9K0.02%+59New
Beaird Harris Wealth Management, LLC58$19.6K0.00%+58New
Rakuten Securities, Inc.58$19.6K0.02%+58New
Main Street Group, LTD58$19.6K0.01%+58New
Truvestments Capital LLC54$18.2K0.01%−48−47.1%Reduced
Evergreen Private Wealth LLC54$18.2K0.01%+54New
Asset Dedication, LLC55$18.0K0.00%−14−20.3%Reduced
Atlantic Edge Private Wealth Management, LLC52$17.5K0.01%+52New
Salomon & Ludwin, LLC60$17.5K0.00%00.0%Unchanged
Key Financial Inc51$17.2K0.00%00.0%Unchanged
Capital Analysts, LLC50$17.0K0.00%−3−5.7%Reduced
DT Investment Partners, LLC45$17.0K0.00%00.0%Unchanged
Dunhill Financial, LLC50$16.9K0.02%+50New
Optimum Investment Advisors50$16.9K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.50$16.9K0.02%+50New
Tidemark, LLC47$15.9K0.01%+47New
First Pacific Financial46$15.5K0.00%+6+15.0%Added
Fairfield, Bush & Co.44$14.8K0.01%+44New
St Germain D J Co Inc43$14.5K0.00%+18+72.0%Added
Coppell Advisory Solutions LLC43$14.5K0.00%+43New
USA Financial Portformulas Corp42$14.2K0.00%−658−94.0%Reduced
BKM Wealth Management, LLC42$14.2K0.01%+42New
Raleigh Capital Management Inc.41$13.8K0.01%+41New
Scarborough Advisors, LLC40$13.5K0.00%+40New
HHM Wealth Advisors, LLC39$13.2K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC39$13.2K0.00%00.0%Unchanged