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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 5,399 | $2.15M | 0.71% | +180+3.4% | Added |
| Alaethes Wealth LLC | 5,408 | $2.16M | 0.94% | +11+0.2% | Added |
| CAPROCK Group, Inc. | 5,455 | $2.18M | 0.12% | +301+5.8% | Added |
| National Asset Management, Inc. | 7,466 | $2.18M | 0.06% | +1,545+26.1% | Added |
| Meeder Advisory Services, Inc. | 5,475 | $2.19M | 0.22% | +288+5.6% | Added |
| Concentric Capital Strategies, LP | 5,508 | $2.20M | 0.14% | +81+1.5% | Added |
| King Luther Capital Management Corp | 5,556 | $2.22M | 0.01% | +74+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 5,581 | $2.23M | 0.17% | +228+4.3% | Added |
| Trexquant Investment LP | 5,582 | $2.23M | 0.04% | −8,298−59.8% | Reduced |
| Aptus Capital Advisors, LLC | 5,657 | $2.26M | 0.05% | +785+16.1% | Added |
| RiverPark Advisors, LLC | 5,666 | $2.26M | 1.86% | −1,188−17.3% | Reduced |
| Moody National Bank Trust Division | 5,688 | $2.27M | 0.18% | +41+0.7% | Added |
| IMA Wealth, Inc. | 5,736 | $2.29M | 1.08% | −145−2.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,747 | $2.29M | 0.05% | −951−14.2% | Reduced |
| Tower View Investment Management & Research LLC | 5,755 | $2.30M | 1.34% | −447−7.2% | Reduced |
| Broadwater Capital Management LLC | 5,772 | $2.30M | 1.77% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,786 | $2.31M | 0.14% | −179−3.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,851 | $2.34M | 0.15% | +1,765+43.2% | Added |
| STF Management LP | 5,856 | $2.34M | 1.01% | −106−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 6,051 | $2.35M | 0.13% | +356+6.3% | Added |
| HB Wealth Management, LLC | 5,980 | $2.39M | 0.03% | +580+10.7% | Added |
| Berger Financial Group, Inc | 6,007 | $2.40M | 0.20% | −62−1.0% | Reduced |
| Lake Street Financial LLC | 6,009 | $2.40M | 0.33% | +2,082+53.0% | Added |
| First Financial Bankshares Inc | 6,057 | $2.42M | 0.05% | −163−2.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,065 | $2.42M | 0.39% | +145+2.4% | Added |
| Thoroughbred Financial Services, LLC | 6,070 | $2.42M | 0.23% | −2,532−29.4% | Reduced |
| Sectoral Asset Management Inc | 6,100 | $2.43M | 0.96% | +6,100 | New |
| Benjamin F. Edwards & Company, Inc. | 6,112 | $2.44M | 0.04% | +976+19.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,149 | $2.45M | 0.03% | +229+3.9% | Added |
| Falcon Wealth Planning | 6,180 | $2.47M | 0.39% | +4+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 6,252 | $2.47M | 0.02% | +3,145+101.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,200 | $2.47M | 0.69% | −193−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 6,207 | $2.48M | 0.14% | +80+1.3% | Added |
| First Horizon Advisors, Inc. | 6,249 | $2.49M | 0.08% | +539+9.4% | Added |
| Keebeck Wealth Management, LLC | 6,249 | $2.49M | 0.37% | 00.0% | Unchanged |
| Claret Asset Management Corp | 6,249 | $2.49M | 0.42% | −73−1.2% | Reduced |
| Graham Capital Management, L.P. | 6,314 | $2.52M | 0.07% | +6,314 | New |
| Wetherby Asset Management Inc | 6,338 | $2.53M | 0.12% | +38+0.6% | Added |
| Exome Asset Management LLC | 6,358 | $2.54M | 2.17% | 00.0% | Unchanged |
| Kampmann Melissa S. | 6,359 | $2.54M | 1.82% | +1,200+23.3% | Added |
| Kennedy Capital Management, Inc. | 6,378 | $2.55M | 0.05% | +6,378 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,400 | $2.55M | 1.76% | −1,000−13.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,400 | $2.55M | 0.32% | +887+16.1% | Added |
| Cullinan Associates Inc | 6,400 | $2.55M | 0.14% | +4,800+300.0% | Added |
| TownSquare Capital, LLC | 6,434 | $2.57M | 0.04% | +1,125+21.2% | Added |
| Davenport & Co LLC | 6,440 | $2.57M | 0.02% | +816+14.5% | Added |
| LMR Partners LLP | 6,470 | $2.58M | 0.07% | −6,945−51.8% | Reduced |
| Nilsine Partners, LLC | 6,502 | $2.59M | 0.35% | −58−0.9% | Reduced |
| PFG Advisors | 6,504 | $2.60M | 0.19% | −180−2.7% | Reduced |
| Vestcor Inc | 6,521 | $2.60M | 0.09% | −973−13.0% | Reduced |
| Diversified Trust Co | 6,574 | $2.62M | 0.08% | +479+7.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 6,600 | $2.63M | 2.33% | +2,140+48.0% | Added |
| Seven Eight Capital, LP | 6,645 | $2.65M | 0.28% | −13,368−66.8% | Reduced |
| Derbend Asset Management | 6,753 | $2.70M | 1.33% | −50−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 6,826 | $2.70M | 0.33% | +6,826 | New |
| Daymark Wealth Partners, LLC | 6,757 | $2.70M | 0.15% | −48−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 6,790 | $2.71M | 0.35% | +48+0.7% | Added |
| Scott & Selber, Inc. | 6,830 | $2.73M | 0.93% | +15+0.2% | Added |
| Signaturefd, LLC | 6,843 | $2.73M | 0.06% | +479+7.5% | Added |
| Sequoia Financial Advisors, LLC | 6,893 | $2.75M | 0.03% | −1,422−17.1% | Reduced |
| Principal Securities, Inc. | 6,957 | $2.78M | 0.09% | −272−3.8% | Reduced |
| Sycomore Asset Management | 7,093 | $2.78M | 0.61% | +5,295+294.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $2.79M | 1.42% | −500−6.7% | Reduced |
| Empowered Funds, LLC | 7,093 | $2.83M | 0.05% | +354+5.3% | Added |
| Panagora Asset Management Inc | 7,098 | $2.83M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,098 | $2.83M | 0.34% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,143 | $2.85M | 0.07% | +189+2.7% | Added |
| Vident Advisory, LLC | 7,166 | $2.86M | 0.06% | +637+9.8% | Added |
| Diversify Advisory Services, LLC | 7,247 | $2.86M | 0.17% | +7,247 | New |
| Lighthouse Investment Partners, LLC | 7,191 | $2.87M | 0.17% | −1,816−20.2% | Reduced |
| UniSuper Management Pty Ltd | 7,250 | $2.89M | 0.03% | +4,436+157.6% | Added |
| Independent Financial Group, LLC | 7,263 | $2.90M | 0.13% | +410+6.0% | Added |
| Sit Investment Associates Inc | 7,269 | $2.90M | 0.07% | +7,269 | New |
| Wendell David Associates Inc | 7,275 | $2.90M | 0.29% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,329 | $2.92M | 0.41% | +330+4.7% | Added |
| Advisors Asset Management, Inc. | 7,380 | $2.95M | 0.06% | +1,129+18.1% | Added |
| Intrust Bank NA | 7,384 | $2.95M | 0.32% | −7−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 7,471 | $2.98M | 0.11% | +208+2.9% | Added |
| Pinnacle Wealth Management, LLC | 7,517 | $3.00M | 3.13% | −113−1.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,539 | $3.01M | 0.25% | −697−8.5% | Reduced |
| Plato Investment Management Ltd | 7,563 | $3.02M | 0.31% | +6,717+794.0% | Added |
| Kornitzer Capital Management Inc | 7,564 | $3.02M | 0.06% | +115+1.5% | Added |
| Hills Bank & Trust Co | 7,641 | $3.05M | 0.26% | −728−8.7% | Reduced |
| Oak Harvest Investment Services | 7,661 | $3.06M | 0.51% | +1,712+28.8% | Added |
| Wisconsin Capital Management LLC | 7,715 | $3.08M | 1.62% | +260+3.5% | Added |
| Twin Tree Management, LP | 7,774 | $3.10M | 0.07% | +7,774 | New |
| Ostrum Asset Management | 7,776 | $3.10M | 0.25% | −878−10.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,785 | $3.11M | 0.17% | +617+8.6% | Added |
| Adviser Investments LLC | 7,845 | $3.13M | 0.04% | −14,482−64.9% | Reduced |
| Westpac Banking Corp | 7,853 | $3.13M | 0.24% | +7,853 | New |
| Girard Partners Ltd. | 7,920 | $3.16M | 0.30% | −295−3.6% | Reduced |
| First Bank & Trust | 7,936 | $3.17M | 0.65% | −159−2.0% | Reduced |
| Herold Advisors, Inc. | 7,950 | $3.17M | 0.77% | 00.0% | Unchanged |
| RDA Financial Network | 7,984 | $3.19M | 1.09% | +93+1.2% | Added |
| Allianz SE | 7,992 | $3.19M | 0.10% | +7,992 | New |
| Vestmark Advisory Solutions, Inc. | 8,034 | $3.21M | 0.14% | −278−3.3% | Reduced |
| Stephens Inc | 8,067 | $3.22M | 0.05% | +221+2.8% | Added |
| Front Row Advisors LLC | 8,069 | $3.22M | 1.19% | +28+0.3% | Added |
| Oak Asset Management, LLC | 8,085 | $3.23M | 1.21% | −180−2.2% | Reduced |
| Alberta Investment Management Corp | 8,100 | $3.23M | 0.03% | 00.0% | Unchanged |