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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 3,940 | $1.33M | 0.12% | −11,963−75.2% | Reduced |
| Wedmont Private Capital | 4,029 | $1.32M | 0.11% | +1,666+70.5% | Added |
| Lake Street Financial LLC | 3,927 | $1.32M | 0.21% | +2,937+296.7% | Added |
| TD Private Client Wealth LLC | 3,921 | $1.32M | 0.05% | +2,805+251.3% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $1.31M | 0.27% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,882 | $1.31M | 0.85% | −75−1.9% | Reduced |
| Boston Financial Mangement LLC | 3,867 | $1.30M | 0.04% | −21−0.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,859 | $1.30M | 0.24% | +97+2.6% | Added |
| Harbert Fund Advisors, Inc. | 3,850 | $1.30M | 0.89% | −4,650−54.7% | Reduced |
| Summit Trail Advisors, LLC | 3,814 | $1.29M | 0.04% | −116−3.0% | Reduced |
| Alerus Financial NA | 3,801 | $1.28M | 0.10% | −680−15.2% | Reduced |
| Clarity Capital Partners LLC | 3,778 | $1.27M | 0.90% | +3,778 | New |
| Westmount Partners, LLC | 3,766 | $1.27M | 0.52% | −9−0.2% | Reduced |
| ISAM Funds (UK) Ltd | 3,752 | $1.27M | 0.90% | +3,752 | New |
| Summit Financial, LLC | 3,752 | $1.27M | 0.08% | +565+17.7% | Added |
| AlphaCentric Advisors LLC | 3,750 | $1.27M | 0.85% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,750 | $1.26M | 0.08% | −1,939−34.1% | Reduced |
| FDx Advisors, Inc. | 3,744 | $1.26M | 0.10% | +161+4.5% | Added |
| Cigna Investments Inc | 3,736 | $1.26M | 0.26% | −7−0.2% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $1.25M | 0.60% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,704 | $1.25M | 0.21% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,694 | $1.25M | 0.46% | +1,535+71.1% | Added |
| Brevan Howard Capital Management LP | 3,677 | $1.24M | 0.12% | +2,512+215.6% | Added |
| Strategy Asset Managers LLC | 3,644 | $1.23M | 0.29% | −217−5.6% | Reduced |
| Western Wealth Management, LLC | 3,623 | $1.22M | 0.09% | +103+2.9% | Added |
| Martin Currie Ltd | 3,615 | $1.22M | 0.04% | +1,350+59.6% | Added |
| 180 Wealth Advisors, LLC | 3,673 | $1.22M | 0.24% | +143+4.1% | Added |
| Equitable Trust Co | 3,599 | $1.21M | 0.09% | +1,657+85.3% | Added |
| Quadcap Wealth Management, LLC | 3,598 | $1.21M | 0.31% | +3,598 | New |
| Paces Ferry Wealth Advisors, LLC | 3,595 | $1.21M | 0.84% | +12+0.3% | Added |
| GraniteShares Advisors LLC | 3,586 | $1.21M | 1.09% | +3,586 | New |
| Knollwood Investment Advisory, LLC | 3,581 | $1.21M | 0.25% | +3,581 | New |
| Monticello Wealth Management, LLC | 3,577 | $1.21M | 0.11% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,573 | $1.21M | 0.04% | −693−16.2% | Reduced |
| Wealthcare Advisory Partners LLC | 3,559 | $1.20M | 0.05% | −327−8.4% | Reduced |
| Close Asset Management Ltd | 3,557 | $1.20M | 0.05% | +1,383+63.6% | Added |
| Ritholtz Wealth Management | 3,548 | $1.20M | 0.05% | +2+0.1% | Added |
| Global X Japan Co., Ltd. | 3,545 | $1.20M | 0.68% | +3,545 | New |
| M&G Investments (USA) Inc. | 3,505 | $1.18M | 1.16% | +3,505 | New |
| Geller Advisors LLC | 3,481 | $1.17M | 0.11% | −7−0.2% | Reduced |
| Americana Partners, LLC | 3,479 | $1.17M | 0.11% | −5,988−63.3% | Reduced |
| Syon Capital LLC | 3,468 | $1.17M | 0.12% | +49+1.4% | Added |
| Strategic Blueprint, LLC | 3,460 | $1.17M | 0.10% | +61+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 3,453 | $1.16M | 0.10% | +810+30.6% | Added |
| Bedel Financial Consulting, Inc. | 3,444 | $1.16M | 0.21% | −37−1.1% | Reduced |
| Gilbert & Cook, Inc. | 3,437 | $1.16M | 0.16% | +211+6.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,417 | $1.15M | 0.13% | +291+9.3% | Added |
| La Financiere de L'Echiquier | 3,405 | $1.15M | 0.05% | −250−6.8% | Reduced |
| Mirador Capital Partners LP | 3,405 | $1.15M | 0.24% | +826+32.0% | Added |
| SWS Partners | 3,383 | $1.14M | 0.37% | −54−1.6% | Reduced |
| Sendero Wealth Management, LLC | 3,345 | $1.13M | 0.21% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,345 | $1.13M | 0.09% | +1,007+43.1% | Added |
| Avestar Capital, LLC | 3,336 | $1.13M | 0.14% | +303+10.0% | Added |
| Brandywine Managers, LLC | 3,333 | $1.12M | 1.23% | −162−4.6% | Reduced |
| Sentry Investment Management LLC | 3,303 | $1.11M | 0.48% | +1,264+62.0% | Added |
| 1858 Wealth Management, LLC | 3,280 | $1.11M | 1.05% | +3,280 | New |
| Leonteq Securities AG | 3,234 | $1.09M | 0.14% | −134−4.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 3,190 | $1.08M | 0.01% | −235−6.9% | Reduced |
| Trust Co of Vermont | 3,187 | $1.08M | 0.07% | −1,397−30.5% | Reduced |
| Field & Main Bank | 3,184 | $1.07M | 0.45% | −8−0.3% | Reduced |
| Inspire Advisors, LLC | 3,150 | $1.06M | 0.16% | +2,082+194.9% | Added |
| Money Concepts Capital Corp | 3,143 | $1.06M | 0.10% | −14−0.4% | Reduced |
| Alera Investment Advisors, LLC | 3,129 | $1.06M | 0.14% | +3,129 | New |
| First National Trust Co | 3,127 | $1.05M | 0.05% | +115+3.8% | Added |
| First United Bank Trust | 3,123 | $1.05M | 0.42% | +470+17.7% | Added |
| Ironwood Investment Counsel, LLC | 3,117 | $1.05M | 0.20% | −100−3.1% | Reduced |
| Finivi Inc. | 3,114 | $1.05M | 1.03% | +3,114 | New |
| Hemington Wealth Management | 3,109 | $1.05M | 0.40% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,107 | $1.05M | 0.01% | −1,038−25.0% | Reduced |
| Country Club Bank | 3,089 | $1.05M | 0.08% | +19+0.6% | Added |
| Sciencast Management LP | 3,085 | $1.04M | 0.57% | +3,085 | New |
| Suvretta Capital Management, LLC | 3,070 | $1.04M | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,062 | $1.03M | 0.01% | +109+3.7% | Added |
| Venture Visionary Partners LLC | 3,058 | $1.03M | 0.05% | +43+1.4% | Added |
| Qtron Investments LLC | 3,031 | $1.02M | 0.17% | +245+8.8% | Added |
| Bartlett & Co. LLC | 3,017 | $1.02M | 0.02% | −152−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,017 | $1.02M | 0.02% | −152−4.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,000 | $1.01M | 0.12% | +172+6.1% | Added |
| Albion Financial Group | 3,000 | $1.01M | 0.08% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $1.01M | 0.01% | +1,000+50.0% | Added |
| Circle Wealth Management, LLC | 2,993 | $1.01M | 0.03% | −230−7.1% | Reduced |
| Flputnam Investment Management Co | 2,971 | $1.00M | 0.02% | −561−15.9% | Reduced |
| Smith, Salley & Associates | 2,968 | $1.00M | 0.06% | −83−2.7% | Reduced |
| Valeo Financial Advisors, LLC | 2,949 | $994.8K | 0.04% | −543−15.5% | Reduced |
| Evergreen Capital Management LLC | 2,944 | $993.2K | 0.04% | +35+1.2% | Added |
| Insight Inv LLC | 2,920 | $985.1K | 0.97% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,918 | $984.4K | 0.08% | +8+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 2,916 | $983.8K | 0.11% | +33+1.1% | Added |
| Columbia Trust Co 01012016 | 2,911 | $982.1K | 0.44% | +363+14.2% | Added |
| Leavell Investment Management, Inc. | 2,905 | $980.0K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,901 | $979.0K | 0.06% | −2,157−42.6% | Reduced |
| Insigneo Advisory Services, LLC | 2,876 | $970.2K | 0.14% | +565+24.4% | Added |
| Checchi Capital Advisers, LLC | 2,875 | $969.9K | 0.08% | +70+2.5% | Added |
| Ballentine Partners, LLC | 2,857 | $963.8K | 0.02% | +910+46.7% | Added |
| SRS Capital Advisors, Inc. | 2,845 | $959.8K | 0.11% | +426+17.6% | Added |
| Impax Asset Management Group plc | 2,815 | $949.7K | 0.00% | +1,082+62.4% | Added |
| UniSuper Management Pty Ltd | 2,814 | $949.3K | 0.01% | −2,547−47.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,785 | $939.5K | 0.07% | +2+0.1% | Added |
| Sunbelt Securities, Inc. | 2,780 | $937.9K | 0.12% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,737 | $923.4K | 0.64% | +103+3.9% | Added |