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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Company, Inc. | 9,254 | $3.12M | 1.97% | +90+1.0% | Added |
| Raymond James Trust N.A. | 9,130 | $3.08M | 0.08% | −1,175−11.4% | Reduced |
| Rockingstone Advisors LLC | 9,103 | $3.07M | 1.72% | +592+7.0% | Added |
| FJ Investments, LLC | 9,100 | $3.07M | 0.15% | +9,100 | New |
| GWM Advisors LLC | 8,652 | $3.07M | 0.03% | +986+12.9% | Added |
| Highlander Capital Management, LLC | 9,075 | $3.06M | 1.09% | 00.0% | Unchanged |
| Lincoln National Corp | 9,063 | $3.06M | 0.05% | +1,358+17.6% | Added |
| Schonfeld Strategic Advisors LLC | 9,038 | $3.05M | 0.03% | +9,038 | New |
| Nomura Holdings Inc | 9,037 | $3.05M | 0.03% | +9,037 | New |
| Lighthouse Investment Partners, LLC | 9,007 | $3.04M | 0.22% | +9,007 | New |
| Buckingham Strategic Wealth, LLC | 8,961 | $3.02M | 0.04% | −27−0.3% | Reduced |
| Whittier Trust Co | 8,937 | $3.01M | 0.05% | −36−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 8,933 | $3.01M | 0.09% | +492+5.8% | Added |
| Brighton Jones LLC | 8,857 | $2.99M | 0.13% | −24−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,850 | $2.99M | 0.70% | +34+0.4% | Added |
| BNC Wealth Management, LLC | 8,755 | $2.95M | 1.40% | +62+0.7% | Added |
| Brookstone Capital Management | 8,736 | $2.95M | 0.06% | +1,477+20.3% | Added |
| Ostrum Asset Management | 8,654 | $2.92M | 0.25% | +928+12.0% | Added |
| L & S Advisors Inc | 8,633 | $2.91M | 0.35% | −1,366−13.7% | Reduced |
| Thoroughbred Financial Services, LLC | 8,602 | $2.90M | 0.23% | +909+11.8% | Added |
| Trifecta Capital Advisors, LLC | 8,553 | $2.89M | 0.80% | +610+7.7% | Added |
| Banque Cantonale Vaudoise | 8,538 | $2.88M | 0.13% | −5,869−40.7% | Reduced |
| Baldwin Investment Management, LLC | 8,488 | $2.86M | 0.45% | +991+13.2% | Added |
| Cohen Klingenstein LLC | 8,460 | $2.85M | 0.12% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,380 | $2.83M | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,369 | $2.82M | 0.28% | −107−1.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,364 | $2.82M | 0.28% | −119−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,359 | $2.82M | 0.09% | −10−0.1% | Reduced |
| First Citizens Bank & Trust Co | 8,358 | $2.82M | 0.05% | −3,691−30.6% | Reduced |
| Dynamic Advisor Solutions LLC | 8,738 | $2.82M | 0.11% | +2,920+50.2% | Added |
| Sequoia Financial Advisors, LLC | 8,315 | $2.81M | 0.03% | +3,054+58.0% | Added |
| Vestmark Advisory Solutions, Inc. | 8,312 | $2.80M | 0.14% | −46−0.6% | Reduced |
| Oak Asset Management, LLC | 8,265 | $2.79M | 1.11% | −200−2.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,236 | $2.78M | 0.26% | −5,408−39.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,229 | $2.78M | 0.15% | +460+5.9% | Added |
| Girard Partners Ltd. | 8,215 | $2.77M | 0.28% | −147−1.8% | Reduced |
| Coldstream Capital Management Inc | 8,209 | $2.77M | 0.08% | +435+5.6% | Added |
| Alberta Investment Management Corp | 8,100 | $2.73M | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 8,095 | $2.73M | 0.66% | −257−3.1% | Reduced |
| Front Row Advisors LLC | 8,041 | $2.71M | 1.25% | +50+0.6% | Added |
| PKO Investment Management Joint-Stock Co | 8,000 | $2.70M | 0.34% | +5,000+166.7% | Added |
| Hodges Capital Management Inc. | 7,963 | $2.69M | 0.14% | +579+7.8% | Added |
| Herold Advisors, Inc. | 7,950 | $2.68M | 0.74% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 7,935 | $2.68M | 0.50% | +864+12.2% | Added |
| Winton Group Ltd | 7,893 | $2.66M | 0.19% | −4,949−38.5% | Reduced |
| RDA Financial Network | 7,891 | $2.66M | 1.01% | −1,061−11.9% | Reduced |
| Dakota Wealth Management | 7,890 | $2.66M | 0.10% | −1,982−20.1% | Reduced |
| Stephens Inc | 7,846 | $2.65M | 0.05% | −350−4.3% | Reduced |
| Strategic Advocates LLC | 7,797 | $2.63M | 1.12% | +495+6.8% | Added |
| VGI Partners Ltd | 7,693 | $2.60M | 0.28% | +493+6.8% | Added |
| Pinnacle Wealth Management, LLC | 7,630 | $2.57M | 2.94% | −132−1.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,500 | $2.53M | 1.39% | +2,000+36.4% | Added |
| Vestcor Inc | 7,494 | $2.53M | 0.09% | −78−1.0% | Reduced |
| Wisconsin Capital Management LLC | 7,455 | $2.52M | 1.49% | +428+6.1% | Added |
| Kornitzer Capital Management Inc | 7,449 | $2.51M | 0.05% | +650+9.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,400 | $2.50M | 2.07% | 00.0% | Unchanged |
| Intrust Bank NA | 7,391 | $2.49M | 0.29% | −41−0.6% | Reduced |
| Wendell David Associates Inc | 7,275 | $2.45M | 0.26% | −300−4.0% | Reduced |
| Freestone Capital Holdings, LLC | 7,263 | $2.45M | 0.11% | +485+7.2% | Added |
| Principal Securities, Inc. | 7,229 | $2.44M | 0.09% | +7,229 | New |
| Hennion & Walsh Asset Management, Inc. | 7,168 | $2.42M | 0.14% | −2,199−23.5% | Reduced |
| Cetera Advisors LLC | 7,152 | $2.41M | 0.03% | +2,472+52.8% | Added |
| Panagora Asset Management Inc | 7,098 | $2.39M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,098 | $2.39M | 0.31% | 00.0% | Unchanged |
| Burns J W & Co Inc | 6,999 | $2.36M | 0.35% | −247−3.4% | Reduced |
| Horizon Investments, LLC | 6,954 | $2.35M | 0.07% | +2,855+69.7% | Added |
| RiverPark Advisors, LLC | 6,854 | $2.31M | 2.13% | −68−1.0% | Reduced |
| Independent Financial Group, LLC | 6,853 | $2.31M | 0.12% | −90−1.3% | Reduced |
| Martingale Asset Management L P | 6,845 | $2.31M | 0.05% | −1,300−16.0% | Reduced |
| Scott & Selber, Inc. | 6,815 | $2.30M | 0.86% | −89−1.3% | Reduced |
| Daymark Wealth Partners, LLC | 6,805 | $2.30M | 0.14% | −1,532−18.4% | Reduced |
| Derbend Asset Management | 6,803 | $2.30M | 1.33% | −6−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 6,742 | $2.27M | 0.44% | +102+1.5% | Added |
| Empowered Funds, LLC | 6,739 | $2.27M | 0.06% | +601+9.8% | Added |
| Moody Lynn & Lieberson, LLC | 6,727 | $2.27M | 0.17% | −3,265−32.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,698 | $2.26M | 0.05% | −44−0.7% | Reduced |
| PFG Advisors | 6,684 | $2.25M | 0.18% | +42+0.6% | Added |
| Nilsine Partners, LLC | 6,560 | $2.21M | 0.34% | −700−9.6% | Reduced |
| Vident Advisory, LLC | 6,529 | $2.20M | 0.06% | +502+8.3% | Added |
| Allworth Financial LP | 6,450 | $2.18M | 0.02% | −568−8.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,393 | $2.16M | 0.71% | −86−1.3% | Reduced |
| DFPG Investments, LLC | 6,694 | $2.16M | 0.17% | +448+7.2% | Added |
| Northwest & Ethical Investments L.P. | 6,391 | $2.16M | 0.07% | +6,391 | New |
| Signaturefd, LLC | 6,364 | $2.15M | 0.05% | +213+3.5% | Added |
| Exome Asset Management LLC | 6,358 | $2.14M | 2.12% | +6,358 | New |
| Claret Asset Management Corp | 6,322 | $2.13M | 0.38% | +371+6.2% | Added |
| Wetherby Asset Management Inc | 6,300 | $2.13M | 0.11% | −181−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,294 | $2.12M | 0.00% | +3,924+165.6% | Added |
| Advisors Asset Management, Inc. | 6,251 | $2.11M | 0.04% | −1,398−18.3% | Reduced |
| Keebeck Wealth Management, LLC | 6,249 | $2.11M | 0.35% | +37+0.6% | Added |
| First Financial Bankshares Inc | 6,220 | $2.10M | 0.05% | +6,220 | New |
| Tower View Investment Management & Research LLC | 6,202 | $2.09M | 1.30% | +4+0.1% | Added |
| Falcon Wealth Planning | 6,176 | $2.08M | 0.36% | +6,176 | New |
| Goelzer Investment Management, Inc. | 6,127 | $2.07M | 0.13% | +6,127 | New |
| Diversified Trust Co | 6,095 | $2.06M | 0.07% | −707−10.4% | Reduced |
| Berger Financial Group, Inc | 6,069 | $2.05M | 0.21% | −17−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 5,965 | $2.01M | 0.12% | +297+5.2% | Added |
| STF Management LP | 5,962 | $2.01M | 0.95% | +228+4.0% | Added |
| Oak Harvest Investment Services | 5,949 | $2.01M | 0.40% | +3,124+110.6% | Added |
| National Asset Management, Inc. | 5,921 | $2.00M | 0.05% | −1,545−20.7% | Reduced |