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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Financial, LLC | 3,612 | $1.44M | 0.09% | −140−3.7% | Reduced |
| Syon Capital LLC | 3,621 | $1.45M | 0.14% | +153+4.4% | Added |
| 180 Wealth Advisors, LLC | 3,681 | $1.47M | 0.26% | +8+0.2% | Added |
| Cigna Investments Inc | 3,700 | $1.48M | 0.28% | −36−1.0% | Reduced |
| Savant Capital, LLC | 3,716 | $1.48M | 0.02% | −1,095−22.8% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $1.49M | 0.59% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,726 | $1.49M | 0.28% | +321+9.4% | Added |
| Ritholtz Wealth Management | 3,727 | $1.49M | 0.05% | +179+5.0% | Added |
| Prospera Financial Services Inc | 3,749 | $1.50M | 0.04% | −1,494−28.5% | Reduced |
| Ingalls & Snyder LLC | 3,753 | $1.50M | 0.07% | +3,753 | New |
| Alerus Financial NA | 3,761 | $1.50M | 0.11% | −40−1.1% | Reduced |
| Westmount Partners, LLC | 3,766 | $1.50M | 0.54% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,794 | $1.51M | 0.17% | +458+13.7% | Added |
| V-Square Quantitative Management LLC | 3,820 | $1.52M | 0.25% | +1,414+58.8% | Added |
| Alps Advisors Inc | 3,824 | $1.53M | 0.01% | −575−13.1% | Reduced |
| Doliver Advisors, LP | 3,832 | $1.53M | 0.43% | −476−11.0% | Reduced |
| Howland Capital Management LLC | 3,845 | $1.53M | 0.07% | −415−9.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,864 | $1.54M | 0.26% | +5+0.1% | Added |
| Boston Financial Mangement LLC | 3,867 | $1.54M | 0.05% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,875 | $1.55M | 1.54% | −90−2.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,891 | $1.55M | 0.30% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,894 | $1.55M | 0.06% | +337+9.5% | Added |
| PAX Financial Group, LLC | 3,901 | $1.56M | 0.31% | −144−3.6% | Reduced |
| Cookson Peirce & Co Inc | 3,926 | $1.57M | 0.08% | +176+4.7% | Added |
| Legacy Bridge, LLC | 3,935 | $1.57M | 0.92% | +53+1.4% | Added |
| E Fund Management Co., Ltd. | 3,940 | $1.57M | 0.10% | −32−0.8% | Reduced |
| Evergreen Capital Management LLC | 3,943 | $1.57M | 0.06% | +999+33.9% | Added |
| Fort Washington Investment Advisors Inc | 3,960 | $1.58M | 0.01% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,965 | $1.58M | 0.35% | −100−2.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,985 | $1.59M | 0.48% | +291+7.9% | Added |
| Sepio Capital, LP | 4,042 | $1.61M | 0.14% | −270−6.3% | Reduced |
| Trust Asset Management LLC | 4,051 | $1.62M | 0.14% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,072 | $1.63M | 0.11% | +6+0.1% | Added |
| Spears Abacus Advisors LLC | 4,085 | $1.63M | 0.03% | +2,075+103.2% | Added |
| Two Sigma Advisers, LP | 4,100 | $1.64M | 0.00% | −158,700−97.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 4,132 | $1.65M | 0.04% | −145,659−97.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,135 | $1.65M | 0.70% | −1,158−21.9% | Reduced |
| Kingsview Wealth Management, LLC | 4,144 | $1.65M | 0.04% | +51+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,165 | $1.66M | 0.01% | +4,165 | New |
| TD Private Client Wealth LLC | 4,172 | $1.67M | 0.05% | +251+6.4% | Added |
| Churchill Management Corp | 4,180 | $1.67M | 0.02% | −393−8.6% | Reduced |
| Employees Retirement System of Texas | 4,201 | $1.68M | 0.02% | +4,201 | New |
| Grandfield & Dodd, LLC | 4,216 | $1.68M | 0.11% | +5+0.1% | Added |
| Merit Financial Group, LLC | 4,420 | $1.69M | 0.04% | +3,275+286.0% | Added |
| Keel Point, LLC | 4,252 | $1.70M | 0.18% | +2,994+238.0% | Added |
| NorthRock Partners, LLC | 4,255 | $1.70M | 0.07% | +266+6.7% | Added |
| Clear Harbor Asset Management, LLC | 4,258 | $1.70M | 0.15% | −63−1.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,260 | $1.70M | 0.01% | +1,070+33.5% | Added |
| WoodTrust Financial Corp | 4,262 | $1.70M | 0.27% | +20.0% | Added |
| Hollencrest Capital Management | 4,285 | $1.71M | 0.08% | +29+0.7% | Added |
| Wedmont Private Capital | 4,394 | $1.72M | 0.13% | +365+9.1% | Added |
| Crestwood Advisors Group LLC | 4,308 | $1.72M | 0.04% | +167+4.0% | Added |
| Next Century Growth Investors LLC | 4,344 | $1.73M | 0.15% | +1,850+74.2% | Added |
| Two Sigma Securities, LLC | 4,346 | $1.73M | 0.08% | +2,459+130.3% | Added |
| RMB Capital Management, LLC | 4,402 | $1.76M | 0.04% | −192−4.2% | Reduced |
| Equitable Holdings, Inc. | 4,447 | $1.77M | 0.02% | −273−5.8% | Reduced |
| Balentine LLC | 4,465 | $1.78M | 0.05% | +1,802+67.7% | Added |
| Schechter Investment Advisors, LLC | 4,484 | $1.79M | 0.13% | −338−7.0% | Reduced |
| Old National Bancorp | 4,494 | $1.79M | 0.04% | +136+3.1% | Added |
| Alhambra Investment Partners LLC | 4,500 | $1.80M | 0.98% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,540 | $1.81M | 0.02% | +2,909+178.4% | Added |
| CNB Bank | 4,550 | $1.82M | 0.89% | +277+6.5% | Added |
| Summit Trail Advisors, LLC | 4,562 | $1.82M | 0.05% | +748+19.6% | Added |
| Eastover Investment Advisors LLC | 4,566 | $1.82M | 0.89% | +48+1.1% | Added |
| Wolverine Trading, LLC | 4,612 | $1.84M | 0.02% | −18,833−80.3% | Reduced |
| Conway Capital Management, Inc. | 4,619 | $1.84M | 1.03% | +400+9.5% | Added |
| Trust Co of Vermont | 4,639 | $1.85M | 0.10% | +1,452+45.6% | Added |
| Malaga Cove Capital, LLC | 4,654 | $1.86M | 0.76% | −20.0% | Reduced |
| South Dakota Investment Council | 4,659 | $1.86M | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,718 | $1.88M | 0.03% | +330+7.5% | Added |
| Stonebridge Capital Advisors LLC | 4,741 | $1.89M | 0.17% | +91+2.0% | Added |
| Redmond Asset Management, LLC | 4,744 | $1.89M | 0.60% | +32+0.7% | Added |
| Angeles Wealth Management, LLC | 4,746 | $1.89M | 0.19% | +127+2.7% | Added |
| Gladstone Institutional Advisory LLC | 4,753 | $1.90M | 0.10% | +409+9.4% | Added |
| Accurate Wealth Management, LLC | 5,219 | $1.91M | 0.56% | +176+3.5% | Added |
| Clarity Capital Partners LLC | 4,860 | $1.94M | 1.28% | +1,082+28.6% | Added |
| J. Goldman & Co LP | 4,866 | $1.94M | 0.09% | +4,866 | New |
| Stiles Financial Services Inc | 4,883 | $1.95M | 0.78% | −70−1.4% | Reduced |
| HighPoint Advisor Group LLC | 5,133 | $1.96M | 0.14% | +1,631+46.6% | Added |
| Texas Yale Capital Corp. | 4,930 | $1.97M | 0.09% | +46+0.9% | Added |
| Segment Wealth Management, LLC | 4,931 | $1.97M | 0.15% | +303+6.5% | Added |
| Gilliland Jeter Wealth Management LLC | 4,951 | $1.98M | 0.69% | 00.0% | Unchanged |
| Proequities, Inc. | 5,004 | $2.00M | 0.13% | −137−2.7% | Reduced |
| HBK Sorce Advisory LLC | 5,025 | $2.01M | 0.07% | −321−6.0% | Reduced |
| Court Place Advisors, LLC | 5,095 | $2.03M | 0.66% | −755−12.9% | Reduced |
| Stablepoint Partners, LLC | 5,110 | $2.04M | 0.41% | +676+15.2% | Added |
| RMR Wealth Builders | 5,114 | $2.04M | 0.25% | +622+13.8% | Added |
| Intellectus Partners, LLC | 5,135 | $2.05M | 0.54% | −100−1.9% | Reduced |
| Riverpark Capital Management LLC | 5,154 | $2.06M | 2.82% | −384−6.9% | Reduced |
| Transform Wealth, LLC | 5,158 | $2.06M | 0.20% | −5,566−51.9% | Reduced |
| Suvretta Capital Management, LLC | 5,200 | $2.08M | 0.09% | +2,130+69.4% | Added |
| Hilltop Holdings Inc. | 5,277 | $2.11M | 0.23% | −110−2.0% | Reduced |
| Everett Harris & Co | 5,278 | $2.11M | 0.03% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 5,345 | $2.11M | 1.03% | +22+0.4% | Added |
| Spire Wealth Management | 5,343 | $2.13M | 0.06% | +41+0.8% | Added |
| Headlands Technologies LLC | 5,351 | $2.14M | 0.51% | +5,351 | New |
| Quadrant Capital Group LLC | 5,353 | $2.14M | 0.17% | +560+11.7% | Added |
| Perigon Wealth Management, LLC | 5,363 | $2.14M | 0.06% | +27+0.5% | Added |
| Balboa Wealth Partners | 5,363 | $2.14M | 0.68% | +526+10.9% | Added |
| Geneva Capital Management LLC | 5,390 | $2.15M | 0.04% | +911+20.3% | Added |