Intuitive Surgical Inc

ISRG

Exchange: Nasdaq
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001035267

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Intuitive Surgical Inc as of Mar 31, 2024. 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: 1,743; +100 vs. Q4 2023
Shares held: 300.2M; +4.38M (+1.5%) vs. Q4 2023
Total value: $119.5B; +$19.7B (+19.8%) vs. Q4 2023
New holders: 205; 709 more added
Sold out: 105; 591 more reduced

31 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,743 institutions

Value heldQ1 2024: $119.5B

Institutions holding ISRG and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2023.

Institutions holding ISRG in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Migdal Insurance & Financial Holdings Ltd.	1	$0	0.00%	+1	New
Archer Investment Corp	1	$242	0.00%	00.0%	Unchanged
PayPay Securities Corp	1	$399	0.02%	−11−91.7%	Reduced
Global Trust Asset Management, LLC	1	$399	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	2	$799	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	3	$1.20K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	3	$1.20K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	3	$1.20K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	3	$1.20K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	4	$1.60K	0.00%	00.0%	Unchanged
Granite FO LLC	4	$1.93K	0.00%	+4	New
Colonial Trust Co	5	$2.07K	0.00%	+1+25.0%	Added
Hartford Financial Management Inc.	6	$2.40K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	6	$2.40K	0.00%	+1+20.0%	Added
Financial Synergies Wealth Advisors, Inc.	6	$2.40K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	7	$2.79K	0.00%	−31−81.6%	Reduced
VisionPoint Advisory Group, LLC	7	$2.79K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	7	$2.79K	0.00%	+7	New
Psagot Value Holdings Ltd. / (Israel)	7	$3.00K	0.03%	−2,456−99.7%	Reduced
GHP Investment Advisors, Inc.	8	$3.19K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	8	$3.19K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	8	$3.19K	0.00%	00.0%	Unchanged
ORG Partners LLC	9	$3.55K	0.01%	−254−96.6%	Reduced
Retirement Group, LLC	9	$3.59K	0.00%	−1−10.0%	Reduced
Longfellow Investment Management Co LLC	10	$3.99K	0.00%	00.0%	Unchanged
Gen-Wealth Partners Inc	10	$3.99K	0.00%	+10	New
Wetzel Investment Advisors, Inc.	11	$4.10K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	12	$4.79K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	12	$4.79K	0.00%	+12	New
DiNuzzo Private Wealth, Inc.	12	$4.79K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	13	$5.13K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	13	$5.19K	0.01%	00.0%	Unchanged
Kelly Lawrence W & Associates Inc	15	$5.99K	0.00%	−717−98.0%	Reduced
REAP Financial Group, LLC	15	$5.99K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	15	$5.99K	0.00%	+15	New
Silicon Valley Capital Partners	15	$5.99K	0.00%	+15	New
Pingora Partners LLC	15	$5.99K	0.00%	+15	New
Private Wealth Management Group, LLC	15	$5.99K	0.00%	+6+66.7%	Added
Sofos Investments, Inc.	16	$6.20K	0.00%	+12+300.0%	Added
Bruce G. Allen Investments, LLC	16	$6.38K	0.01%	−8−33.3%	Reduced
SJS Investment Consulting Inc.	16	$6.39K	0.00%	+9+128.6%	Added
Gradient Investments LLC	17	$6.79K	0.00%	−85−83.3%	Reduced
Macroview Investment Management LLC	17	$6.79K	0.01%	00.0%	Unchanged
Oakworth Capital, Inc.	17	$6.79K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	17	$6.79K	0.00%	+2+13.3%	Added
TruNorth Capital Management, LLC	17	$6.79K	0.00%	+17	New
Pacific Capital Wealth Advisors, Inc	17	$6.79K	0.00%	+17	New
Chesapeake Asset Management LLC	18	$7.18K	0.01%	00.0%	Unchanged
Anfield Capital Management, LLC	18	$7.18K	0.00%	+18	New
Cedar Wealth Management, LLC	18	$7.18K	0.00%	+18	New
HighMark Wealth Management LLC	20	$7.98K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	21	$8.38K	0.00%	00.0%	Unchanged
Fernwood Investment Management, LLC	21	$8.38K	0.00%	+21	New
Pacific Center for Financial Services	21	$8.38K	0.00%	+21	New
Coston, McIsaac & Partners	23	$9.00K	0.00%	+1+4.5%	Added
Core Alternative Capital	23	$9.18K	0.00%	−171−88.1%	Reduced
FinTrust Capital Advisors, LLC	23	$9.18K	0.00%	00.0%	Unchanged
BFSG, LLC	23	$9.18K	0.00%	+3+15.0%	Added
Frazier Financial Advisors, LLC	23	$9.18K	0.01%	+4+21.1%	Added
Burkett Financial Services, LLC	24	$9.58K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	25	$9.98K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	25	$9.98K	0.00%	+25	New
Piscataqua Savings Bank	26	$10.4K	0.01%	+8+44.4%	Added
Caldwell Sutter Capital, Inc.	26	$10.4K	0.00%	−7−21.2%	Reduced
Beaird Harris Wealth Management, LLC	28	$11.2K	0.00%	−30−51.7%	Reduced
JDM Financial Group LLC	29	$11.6K	0.01%	00.0%	Unchanged
Activest Wealth Management	30	$11.8K	0.01%	+30	New
Moisand Fitzgerald Tamayo, LLC	33	$13.2K	0.00%	−1−2.9%	Reduced
Riggs Asset Managment Co. Inc.	34	$13.6K	0.00%	+4+13.3%	Added
First Financial Corp	35	$14.0K	0.01%	−108−75.5%	Reduced
Criterion Capital Advisors, LLC	35	$14.0K	0.01%	−90−72.0%	Reduced
AlphaMark Advisors, LLC	34	$14.0K	0.00%	−2−5.6%	Reduced
McClarren Financial Advisors, Inc.	33	$14.0K	0.01%	00.0%	Unchanged
Ameliora Wealth Management Ltd.	36	$14.4K	0.01%	00.0%	Unchanged
Dogwood Wealth Management LLC	36	$14.4K	0.01%	−42−53.8%	Reduced
Laurel Wealth Advisors LLC	39	$15.6K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	40	$16.0K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	40	$16.0K	0.01%	+1+2.6%	Added
St Germain D J Co Inc	43	$17.2K	0.00%	00.0%	Unchanged
Stephenson National Bank & Trust	44	$17.6K	0.01%	+11+33.3%	Added
ICA Group Wealth Management, LLC	45	$18.0K	0.00%	+30+200.0%	Added
Redmont Wealth Advisors LLC	45	$18.0K	0.02%	+45	New
DT Investment Partners, LLC	45	$18.0K	0.00%	00.0%	Unchanged
Northwest Investment Counselors, LLC	48	$19.2K	0.00%	+48	New
First Pacific Financial	48	$19.2K	0.01%	+2+4.3%	Added
Quarry LP	49	$19.6K	0.01%	+49	New
Optimum Investment Advisors	50	$20.0K	0.01%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	50	$20.0K	0.02%	00.0%	Unchanged
Hanson & Doremus Investment Management	50	$20.0K	0.00%	+50	New
Salomon & Ludwin, LLC	51	$20.4K	0.00%	−9−15.0%	Reduced
Key Financial Inc	51	$20.4K	0.01%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	52	$20.8K	0.01%	00.0%	Unchanged
Semmax Financial Advisors Inc.	55	$20.9K	0.01%	+55	New
Dunhill Financial, LLC	54	$21.5K	0.02%	+4+8.0%	Added
Evergreen Private Wealth LLC	54	$21.6K	0.01%	00.0%	Unchanged
Asset Dedication, LLC	55	$22.0K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	57	$22.7K	0.00%	+46+418.2%	Added
WealthCollab, LLC	59	$23.5K	0.02%	00.0%	Unchanged
Kathleen S. Wright Associates Inc.	60	$23.9K	0.01%	00.0%	Unchanged
West Oak Capital, LLC	60	$24.0K	0.01%	00.0%	Unchanged