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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 5,920 | $2.00M | 0.03% | +4,218+247.8% | Added |
| Linden Thomas Advisory Services, LLC | 5,920 | $2.00M | 0.37% | +517+9.6% | Added |
| Spire Wealth Management | 5,302 | $1.99M | 0.07% | +5,302 | New |
| IMA Wealth, Inc. | 5,881 | $1.98M | 0.99% | −299−4.8% | Reduced |
| Court Place Advisors, LLC | 5,850 | $1.97M | 0.65% | −260−4.3% | Reduced |
| Broadwater Capital Management LLC | 5,772 | $1.95M | 1.53% | +5,772 | New |
| First Horizon Advisors, Inc. | 5,710 | $1.93M | 0.06% | +75+1.3% | Added |
| Capital Asset Advisory Services LLC | 5,695 | $1.92M | 0.12% | +148+2.7% | Added |
| First Hawaiian Bank | 5,670 | $1.91M | 0.06% | −6,465−53.3% | Reduced |
| Moody National Bank Trust Division | 5,647 | $1.91M | 0.15% | −3,966−41.3% | Reduced |
| Davenport & Co LLC | 5,624 | $1.90M | 0.01% | +661+13.3% | Added |
| Cubist Systematic Strategies, LLC | 5,575 | $1.88M | 0.02% | +1,466+35.7% | Added |
| Riverpark Capital Management LLC | 5,538 | $1.87M | 2.85% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 5,513 | $1.86M | 0.36% | −607−9.9% | Reduced |
| SageView Advisory Group, LLC | 4,926 | $1.86M | 0.08% | +4,241+619.1% | Added |
| Axq Capital, LP | 5,500 | $1.86M | 0.49% | +1,100+25.0% | Added |
| King Luther Capital Management Corp | 5,482 | $1.85M | 0.01% | −10−0.2% | Reduced |
| Simplify Asset Management Inc. | 5,467 | $1.84M | 0.29% | −1,954−26.3% | Reduced |
| Concentric Capital Strategies, LP | 5,427 | $1.83M | 0.24% | +1,172+27.5% | Added |
| Accurate Wealth Management, LLC | 5,043 | $1.83M | 0.57% | −51−1.0% | Reduced |
| HB Wealth Management, LLC | 5,400 | $1.82M | 0.03% | −80−1.5% | Reduced |
| Alaethes Wealth LLC | 5,397 | $1.82M | 0.86% | −23−0.4% | Reduced |
| Hilltop Holdings Inc. | 5,387 | $1.82M | 0.21% | +1,432+36.2% | Added |
| Procyon Private Wealth Partners, LLC | 5,353 | $1.81M | 0.15% | +638+13.5% | Added |
| HBK Sorce Advisory LLC | 5,346 | $1.80M | 0.07% | +3+0.1% | Added |
| Perigon Wealth Management, LLC | 5,336 | $1.80M | 0.06% | +186+3.6% | Added |
| Altman Advisors, Inc. | 5,323 | $1.80M | 0.94% | −20.0% | Reduced |
| TownSquare Capital, LLC | 5,309 | $1.79M | 0.03% | −4,536−46.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,293 | $1.79M | 0.82% | +5,293 | New |
| Everett Harris & Co | 5,278 | $1.78M | 0.03% | 00.0% | Unchanged |
| Coalescence Partners Investment Management, LP | 5,267 | $1.78M | 1.60% | +5,267 | New |
| Prospera Financial Services Inc | 5,243 | $1.77M | 0.06% | −342−6.1% | Reduced |
| Intellectus Partners, LLC | 5,235 | $1.77M | 0.51% | −275−5.0% | Reduced |
| Whitener Capital Management, Inc. | 5,219 | $1.76M | 0.64% | −50−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,187 | $1.75M | 0.20% | +426+8.9% | Added |
| Kampmann Melissa S. | 5,159 | $1.74M | 1.49% | +110+2.2% | Added |
| CAPROCK Group, Inc. | 5,154 | $1.74M | 0.11% | +263+5.4% | Added |
| Proequities, Inc. | 5,141 | $1.73M | 0.12% | +2,445+90.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,136 | $1.73M | 0.03% | +4,334+540.4% | Added |
| SYSTM Wealth Solutions LLC | 5,007 | $1.69M | 0.23% | −3,228−39.2% | Reduced |
| Stiles Financial Services Inc | 4,953 | $1.67M | 0.76% | −122−2.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,951 | $1.67M | 0.69% | +4,951 | New |
| Traynor Capital Management, Inc. | 4,918 | $1.66M | 0.19% | +961+24.3% | Added |
| Texas Yale Capital Corp. | 4,884 | $1.65M | 0.08% | −10.0% | Reduced |
| Aptus Capital Advisors, LLC | 4,872 | $1.64M | 0.05% | −6,430−56.9% | Reduced |
| Balboa Wealth Partners | 4,837 | $1.63M | 0.54% | −782−13.9% | Reduced |
| Atom Investors LP | 4,832 | $1.63M | 0.29% | +4,832 | New |
| Schechter Investment Advisors, LLC | 4,822 | $1.63M | 0.14% | +224+4.9% | Added |
| Savant Capital, LLC | 4,811 | $1.62M | 0.02% | +1,509+45.7% | Added |
| Quadrant Capital Group LLC | 4,793 | $1.62M | 0.14% | +1,662+53.1% | Added |
| Equitable Holdings, Inc. | 4,720 | $1.59M | 0.02% | −88−1.8% | Reduced |
| Redmond Asset Management, LLC | 4,712 | $1.59M | 0.51% | −643−12.0% | Reduced |
| South Dakota Investment Council | 4,659 | $1.57M | 0.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,656 | $1.57M | 0.66% | +193+4.3% | Added |
| Stonebridge Capital Advisors LLC | 4,650 | $1.57M | 0.16% | +105+2.3% | Added |
| PAX Financial Group, LLC | 4,045 | $1.57M | 0.32% | −1,021−20.2% | Reduced |
| Segment Wealth Management, LLC | 4,628 | $1.56M | 0.14% | +745+19.2% | Added |
| Angeles Wealth Management, LLC | 4,619 | $1.56M | 0.19% | +20+0.4% | Added |
| RMB Capital Management, LLC | 4,594 | $1.55M | 0.05% | −82−1.8% | Reduced |
| Sigma Planning Corp | 4,583 | $1.55M | 0.12% | −6,198−57.5% | Reduced |
| Harvest Fund Management Co., Ltd | 4,593 | $1.54M | 0.24% | +1,512+49.1% | Added |
| Churchill Management Corp | 4,573 | $1.54M | 0.02% | −809−15.0% | Reduced |
| Alamar Capital Management, LLC | 4,525 | $1.53M | 1.21% | +164+3.8% | Added |
| Eastover Investment Advisors LLC | 4,518 | $1.52M | 0.81% | +124+2.8% | Added |
| Alhambra Investment Partners LLC | 4,500 | $1.52M | 0.90% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,492 | $1.52M | 0.21% | +416+10.2% | Added |
| Geneva Capital Management LLC | 4,479 | $1.51M | 0.03% | +1,936+76.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 4,460 | $1.50M | 1.57% | +4,460 | New |
| Stablepoint Partners, LLC | 4,434 | $1.50M | 0.38% | +4,434 | New |
| Alps Advisors Inc | 4,399 | $1.48M | 0.01% | −156−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,388 | $1.48M | 0.02% | +250+6.0% | Added |
| Anchor Investment Management, LLC | 4,363 | $1.47M | 0.17% | +277+6.8% | Added |
| Old National Bancorp | 4,358 | $1.47M | 0.04% | −1,411−24.5% | Reduced |
| Gladstone Institutional Advisory LLC | 4,344 | $1.47M | 0.08% | +1,569+56.5% | Added |
| Canandaigua National Bank & Trust Co | 4,332 | $1.46M | 0.23% | −443−9.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,321 | $1.46M | 0.14% | +159+3.8% | Added |
| Sepio Capital, LP | 4,312 | $1.45M | 0.12% | −811−15.8% | Reduced |
| Doliver Advisors, LP | 4,308 | $1.45M | 0.45% | +30+0.7% | Added |
| CNB Bank | 4,273 | $1.44M | 0.77% | +264+6.6% | Added |
| Howland Capital Management LLC | 4,260 | $1.44M | 0.08% | −66−1.5% | Reduced |
| WoodTrust Financial Corp | 4,260 | $1.44M | 0.25% | −162−3.7% | Reduced |
| Hollencrest Capital Management | 4,256 | $1.44M | 0.14% | +1,614+61.1% | Added |
| Conway Capital Management, Inc. | 4,219 | $1.42M | 0.92% | −75−1.7% | Reduced |
| Grandfield & Dodd, LLC | 4,211 | $1.42M | 0.10% | +39+0.9% | Added |
| Crestwood Advisors Group LLC | 4,141 | $1.40M | 0.03% | +152+3.8% | Added |
| Kestra Private Wealth Services, LLC | 4,140 | $1.40M | 0.04% | +373+9.9% | Added |
| Kingsview Wealth Management, LLC | 4,093 | $1.38M | 0.04% | +165+4.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,086 | $1.38M | 0.10% | +61+1.5% | Added |
| HighPoint Advisor Group LLC | 3,502 | $1.37M | 0.10% | +3,502 | New |
| GM Advisory Group, Inc. | 4,066 | $1.37M | 0.10% | +174+4.5% | Added |
| McRae Capital Management Inc | 4,065 | $1.37M | 0.34% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,065 | $1.37M | 0.27% | +2,092+106.0% | Added |
| Trust Asset Management LLC | 4,051 | $1.37M | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,554 | $1.36M | 0.13% | +421+13.4% | Added |
| NorthRock Partners, LLC | 3,989 | $1.35M | 0.06% | +2,807+237.5% | Added |
| E Fund Management Co., Ltd. | 3,972 | $1.34M | 0.08% | −187−4.5% | Reduced |
| Edgestream Partners, L.P. | 3,971 | $1.34M | 0.10% | +3,971 | New |
| Willner & Heller, LLC | 3,965 | $1.34M | 1.49% | +3,965 | New |
| Fort Washington Investment Advisors Inc | 3,960 | $1.34M | 0.01% | −236−5.6% | Reduced |
| Argent Trust Co | 3,958 | $1.34M | 0.07% | −164−4.0% | Reduced |