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 |
|---|---|---|---|---|---|
| Arlington Financial Advisors, LLC | 16,174 | $5.46M | 1.63% | −48−0.3% | Reduced |
| Capital Insight Partners, LLC | 15,829 | $5.34M | 1.09% | +1,269+8.7% | Added |
| Gotham Asset Management, LLC | 15,827 | $5.34M | 0.10% | −4,931−23.8% | Reduced |
| Silverarc Capital Management, LLC | 15,808 | $5.33M | 1.64% | +15,808 | New |
| Stratos Wealth Partners, LTD. | 15,633 | $5.27M | 0.10% | +94+0.6% | Added |
| E. Ohman J:or Asset Management AB | 15,524 | $5.24M | 0.19% | −2,862−15.6% | Reduced |
| Vestor Capital, LLC | 15,513 | $5.23M | 0.50% | +9,166+144.4% | Added |
| Mirova | 15,503 | $5.23M | 1.07% | −15−0.1% | Reduced |
| Metis Global Partners, LLC | 15,470 | $5.22M | 0.21% | −961−5.8% | Reduced |
| Verition Fund Management LLC | 15,371 | $5.19M | 0.05% | +9,767+174.3% | Added |
| Siemens Fonds Invest GmbH | 15,163 | $5.12M | 0.42% | +64+0.4% | Added |
| Andra AP-fonden | 15,100 | $5.09M | 0.27% | −1,400−8.5% | Reduced |
| Simmons Bank | 14,997 | $5.06M | 0.41% | −300−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,852 | $5.01M | 0.06% | −38,379−72.1% | Reduced |
| Toroso Investments, LLC | 14,850 | $5.01M | 0.12% | +1,903+14.7% | Added |
| EP Wealth Advisors, LLC | 14,847 | $5.01M | 0.06% | −27−0.2% | Reduced |
| First Long Island Investors, LLC | 14,700 | $4.96M | 0.44% | 00.0% | Unchanged |
| Marketfield Asset Management LLC | 14,615 | $4.93M | 4.00% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 14,432 | $4.87M | 1.94% | +14,432 | New |
| NewEdge Wealth, LLC | 14,406 | $4.86M | 0.12% | −470−3.2% | Reduced |
| Bath Savings Trust Co | 14,372 | $4.85M | 0.54% | −19−0.1% | Reduced |
| Metropolitan Life Insurance Co | 14,331 | $4.83M | 0.23% | −206−1.4% | Reduced |
| Prospect Hill Management, LLC | 14,325 | $4.83M | 2.88% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 14,260 | $4.81M | 0.68% | +14,260 | New |
| Tredje AP-fonden | 14,176 | $4.78M | 0.06% | −8,300−36.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,155 | $4.78M | 0.21% | −460−3.1% | Reduced |
| Atria Wealth Solutions, Inc. | 14,132 | $4.77M | 0.06% | +801+6.0% | Added |
| SG Americas Securities, LLC | 14,105 | $4.76M | 0.05% | −7,199−33.8% | Reduced |
| Jump Financial, LLC | 14,085 | $4.75M | 0.15% | +12,326+700.7% | Added |
| Bouvel Investment Partners, LLC | 13,923 | $4.70M | 2.19% | +254+1.9% | Added |
| Oppenheimer & Co Inc | 13,902 | $4.69M | 0.09% | +1,597+13.0% | Added |
| Trexquant Investment LP | 13,880 | $4.68M | 0.11% | −1,028−6.9% | Reduced |
| Kestra Advisory Services, LLC | 13,440 | $4.53M | 0.04% | +530+4.1% | Added |
| LMR Partners LLP | 13,415 | $4.53M | 0.11% | +4,811+55.9% | Added |
| Cornerstone Capital, Inc. | 13,261 | $4.47M | 0.49% | +45+0.3% | Added |
| Hantz Financial Services, Inc. | 13,005 | $4.39M | 0.10% | +145+1.1% | Added |
| Richard Bernstein Advisors LLC | 13,000 | $4.39M | 0.10% | +9+0.1% | Added |
| AIA Group Ltd | 12,999 | $4.39M | 0.18% | +2,108+19.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 12,956 | $4.37M | 0.46% | +129+1.0% | Added |
| La Banque Postale Asset Management SA | 12,944 | $4.37M | 0.10% | −5,264−28.9% | Reduced |
| Wedbush Securities Inc | 12,765 | $4.31M | 0.19% | −163−1.3% | Reduced |
| D.A. Davidson & Co. | 12,726 | $4.29M | 0.04% | +506+4.1% | Added |
| Vinva Investment Management Ltd | 12,602 | $4.26M | 0.30% | +1,709+15.7% | Added |
| Power Corp of Canada | 12,611 | $4.25M | 0.44% | 00.0% | Unchanged |
| Oak Associates, Ltd | 12,574 | $4.24M | 0.32% | −114−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,543 | $4.23M | 0.30% | −313−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 12,359 | $4.17M | 0.07% | −48−0.4% | Reduced |
| Cornerstone Advisors, LLC | 12,300 | $4.15M | 0.18% | −1,400−10.2% | Reduced |
| Empirical Finance, LLC | 12,215 | $4.12M | 0.29% | +12+0.1% | Added |
| Legacy Trust | 12,053 | $4.07M | 1.06% | +105+0.9% | Added |
| Tandem Investment Advisors, Inc. | 12,051 | $4.07M | 0.16% | −745−5.8% | Reduced |
| Natixis Investment Managers International | 11,840 | $3.99M | 0.28% | +60+0.5% | Added |
| 1st Source Bank | 11,751 | $3.96M | 0.24% | −145−1.2% | Reduced |
| Jupiter Asset Management Ltd | 11,731 | $3.96M | 0.04% | −18,958−61.8% | Reduced |
| Sandy Spring Bank | 11,669 | $3.94M | 0.20% | +681+6.2% | Added |
| KMG Fiduciary Partners, LLC | 11,663 | $3.93M | 0.46% | +606+5.5% | Added |
| Bahl & Gaynor Inc | 11,656 | $3.93M | 0.02% | +570+5.1% | Added |
| Saranac Partners Ltd | 11,515 | $3.88M | 2.57% | −10,675−48.1% | Reduced |
| AustralianSuper Pty Ltd | 11,464 | $3.87M | 0.02% | +1,712+17.6% | Added |
| Knights of Columbus Asset Advisors LLC | 11,462 | $3.87M | 0.25% | +98+0.9% | Added |
| Petredis Investment Advisors LLC | 11,351 | $3.83M | 0.50% | −400−3.4% | Reduced |
| HM Payson & Co | 11,181 | $3.77M | 0.08% | +505+4.7% | Added |
| Gamco Investors, Inc. Et Al | 11,170 | $3.77M | 0.04% | −3,332−23.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,143 | $3.76M | 0.10% | +54+0.5% | Added |
| Zions Bancorporation, N.A. | 11,051 | $3.73M | 0.26% | +272+2.5% | Added |
| Neville Rodie & Shaw Inc | 11,009 | $3.71M | 0.30% | −1,925−14.9% | Reduced |
| Illinois Municipal Retirement Fund | 10,965 | $3.70M | 0.06% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 10,963 | $3.70M | 0.42% | +139+1.3% | Added |
| Apollon Wealth Management, LLC | 10,943 | $3.69M | 0.13% | +2,670+32.3% | Added |
| Private Advisor Group, LLC | 10,886 | $3.67M | 0.03% | −310−2.8% | Reduced |
| Quantinno Capital Management LP | 10,851 | $3.66M | 0.13% | −1,953−15.3% | Reduced |
| Blue Square Asset Management, LLC | 10,816 | $3.65M | 2.43% | −41−0.4% | Reduced |
| Covenant Asset Management, LLC | 10,802 | $3.64M | 1.01% | −1,184−9.9% | Reduced |
| Transform Wealth, LLC | 10,724 | $3.62M | 0.35% | −1,598−13.0% | Reduced |
| Motley Fool Asset Management LLC | 10,457 | $3.53M | 0.26% | +657+6.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,447 | $3.52M | 0.01% | −607−5.5% | Reduced |
| Sumitomo Life Insurance Co | 10,300 | $3.47M | 0.11% | −396−3.7% | Reduced |
| United Services Automobile Association | 10,258 | $3.46M | 0.08% | +10,258 | New |
| Orion Capital Management LLC | 10,109 | $3.41M | 2.00% | −450−4.3% | Reduced |
| Roundview Capital LLC | 9,977 | $3.37M | 0.31% | +17+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,899 | $3.37M | 0.03% | +27+0.3% | Added |
| MAI Capital Management | 9,976 | $3.37M | 0.04% | +4,716+89.7% | Added |
| Nwam LLC | 9,970 | $3.36M | 0.27% | −441−4.2% | Reduced |
| Everence Capital Management Inc | 9,930 | $3.35M | 0.24% | +220+2.3% | Added |
| Welch & Forbes LLC | 9,905 | $3.34M | 0.05% | −55−0.6% | Reduced |
| Brinker Capital Investments, LLC | 10,113 | $3.33M | 0.04% | −242−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 10,113 | $3.33M | 0.04% | −242−2.3% | Reduced |
| Strategic Planning Group, LLC | 9,816 | $3.31M | 1.10% | +9,816 | New |
| Ossiam | 9,750 | $3.29M | 0.05% | +823+9.2% | Added |
| Phoenix Holdings Ltd. | 8,846 | $3.29M | 0.05% | +104+1.2% | Added |
| Independent Advisor Alliance | 9,647 | $3.25M | 0.12% | −86−0.9% | Reduced |
| Veriti Management LLC | 9,619 | $3.25M | 0.29% | +418+4.5% | Added |
| Fiduciary Trust Co | 9,614 | $3.24M | 0.05% | −181−1.8% | Reduced |
| Squarepoint Ops LLC | 9,540 | $3.22M | 0.01% | +20.0% | Added |
| Avantax Advisory Services, Inc. | 9,508 | $3.21M | 0.03% | +403+4.4% | Added |
| Snowden Capital Advisors LLC | 9,466 | $3.19M | 0.12% | −1,362−12.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,463 | $3.19M | 0.04% | +1,636+20.9% | Added |
| Family Capital Trust Co | 9,380 | $3.16M | 1.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 8,401 | $3.16M | 1.84% | −50−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 9,314 | $3.14M | 0.04% | −511−5.2% | Reduced |