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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 8,111 | $3.24M | 1.68% | −290−3.5% | Reduced |
| Zweig-DiMenna Associates LLC | 8,150 | $3.25M | 0.29% | +8,150 | New |
| Jaffetilchin Investment Partners, LLC | 8,169 | $3.26M | 0.29% | −195−2.3% | Reduced |
| Compagnie Lombard Odier SCmA | 8,185 | $3.27M | 0.06% | −195−2.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,916 | $3.29M | 0.03% | +17+0.2% | Added |
| Passumpsic Savings Bank | 8,325 | $3.32M | 2.12% | +8,325 | New |
| Kestra Private Wealth Services, LLC | 8,373 | $3.34M | 0.08% | +4,233+102.2% | Added |
| Carderock Capital Management Inc | 8,444 | $3.37M | 0.94% | +8,444 | New |
| Cohen Klingenstein LLC | 8,460 | $3.38M | 0.13% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,481 | $3.38M | 0.04% | −833−8.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 14,578 | $3.40M | 0.22% | +14,458+12,048.3% | Added |
| Canal Capital Management, LLC | 8,547 | $3.41M | 0.57% | +612+7.7% | Added |
| Rockingstone Advisors LLC | 8,707 | $3.47M | 1.79% | −396−4.4% | Reduced |
| Allworth Financial LP | 8,714 | $3.48M | 0.02% | +2,264+35.1% | Added |
| Argent Trust Co | 8,723 | $3.48M | 0.16% | +4,765+120.4% | Added |
| Aft, Forsyth & Company, Inc. | 8,849 | $3.53M | 2.01% | −405−4.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,868 | $3.54M | 0.10% | +509+6.1% | Added |
| Baldwin Investment Management, LLC | 8,914 | $3.56M | 0.48% | +426+5.0% | Added |
| Sigma Planning Corp | 8,940 | $3.57M | 0.11% | +4,357+95.1% | Added |
| Tokio Marine Asset Management Co Ltd | 8,959 | $3.58M | 0.18% | +730+8.9% | Added |
| HM Payson & Co | 8,986 | $3.59M | 0.07% | −2,195−19.6% | Reduced |
| Highlander Capital Management, LLC | 9,075 | $3.62M | 1.24% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 9,075 | $3.62M | 1.55% | +320+3.7% | Added |
| Dakota Wealth Management | 9,078 | $3.62M | 0.09% | +1,188+15.1% | Added |
| Traynor Capital Management, Inc. | 9,125 | $3.64M | 0.35% | +4,207+85.5% | Added |
| Buckingham Strategic Wealth, LLC | 9,138 | $3.65M | 0.04% | +177+2.0% | Added |
| Whittier Trust Co | 9,166 | $3.66M | 0.05% | +229+2.6% | Added |
| Arthur M. Cohen & Associates, LLC | 9,195 | $3.67M | 0.78% | +345+3.9% | Added |
| Trifecta Capital Advisors, LLC | 9,233 | $3.68M | 0.90% | +680+8.0% | Added |
| Coldstream Capital Management Inc | 9,246 | $3.69M | 0.09% | +1,037+12.6% | Added |
| Brighton Jones LLC | 9,314 | $3.72M | 0.13% | +457+5.2% | Added |
| Ossiam | 9,315 | $3.72M | 0.07% | −435−4.5% | Reduced |
| Northwest & Ethical Investments L.P. | 9,379 | $3.74M | 0.11% | +2,988+46.8% | Added |
| Family Capital Trust Co | 9,380 | $3.74M | 1.28% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,492 | $3.79M | 0.09% | +362+4.0% | Added |
| Lincoln National Corp | 9,536 | $3.81M | 0.06% | +473+5.2% | Added |
| Fiduciary Trust Co | 9,549 | $3.81M | 0.06% | −65−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,607 | $3.83M | 0.28% | −1,855−16.2% | Reduced |
| Independent Advisor Alliance | 9,661 | $3.86M | 0.14% | +14+0.1% | Added |
| Nwam LLC | 9,973 | $3.88M | 0.31% | +30.0% | Added |
| Strategic Advocates LLC | 9,829 | $3.92M | 1.51% | +2,032+26.1% | Added |
| Welch & Forbes LLC | 9,858 | $3.93M | 0.05% | −47−0.5% | Reduced |
| Brinker Capital Investments, LLC | 9,858 | $3.93M | 0.04% | −255−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 9,858 | $3.93M | 0.04% | −255−2.5% | Reduced |
| Orion Capital Management LLC | 9,929 | $3.96M | 2.11% | −180−1.8% | Reduced |
| Everence Capital Management Inc | 9,930 | $3.96M | 0.26% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 9,993 | $3.99M | 0.13% | +1,255+14.4% | Added |
| Apollon Wealth Management, LLC | 9,993 | $3.99M | 0.13% | −950−8.7% | Reduced |
| Roundview Capital LLC | 9,993 | $3.99M | 0.33% | +16+0.2% | Added |
| Avantax Advisory Services, Inc. | 9,995 | $3.99M | 0.04% | +487+5.1% | Added |
| Deane Retirement Strategies, Inc. | 10,016 | $4.00M | 2.03% | +10,016 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,103 | $4.03M | 0.01% | −344−3.3% | Reduced |
| First Hawaiian Bank | 10,140 | $4.05M | 0.13% | +4,470+78.8% | Added |
| Brookstone Capital Management | 10,241 | $4.09M | 0.07% | +1,505+17.2% | Added |
| Blue Square Asset Management, LLC | 10,249 | $4.09M | 2.71% | −567−5.2% | Reduced |
| United Services Automobile Association | 10,258 | $4.09M | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 10,288 | $4.11M | 0.31% | +669+7.0% | Added |
| Banque Cantonale Vaudoise | 10,341 | $4.13M | 0.16% | +1,803+21.1% | Added |
| SYSTM Wealth Solutions LLC | 10,501 | $4.19M | 0.53% | +5,494+109.7% | Added |
| Steward Partners Investment Advisory, LLC | 10,527 | $4.20M | 0.05% | +1,064+11.2% | Added |
| Hodges Capital Management Inc. | 10,536 | $4.21M | 0.27% | +2,573+32.3% | Added |
| Axxcess Wealth Management, LLC | 10,551 | $4.21M | 0.12% | +1,618+18.1% | Added |
| Alpine Woods Capital Investors, LLC | 11,566 | $4.29M | 0.85% | −21,660−65.2% | Reduced |
| Oak Associates, Ltd | 10,810 | $4.31M | 0.30% | −1,764−14.0% | Reduced |
| Covenant Asset Management, LLC | 10,924 | $4.36M | 1.06% | +122+1.1% | Added |
| Illinois Municipal Retirement Fund | 10,965 | $4.38M | 0.07% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10,986 | $4.38M | 0.33% | −23−0.2% | Reduced |
| Strategic Planning Group, LLC | 11,158 | $4.45M | 1.11% | +1,342+13.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,179 | $4.46M | 0.12% | +36+0.3% | Added |
| Marks Group Wealth Management, Inc | 11,179 | $4.46M | 0.47% | +216+2.0% | Added |
| Natixis Investment Managers International | 11,253 | $4.49M | 0.31% | −587−5.0% | Reduced |
| Hamilton Capital Partners Inc. | 11,264 | $4.50M | 0.54% | +11,264 | New |
| Bahl & Gaynor Inc | 11,283 | $4.50M | 0.03% | −373−3.2% | Reduced |
| AustralianSuper Pty Ltd | 11,464 | $4.53M | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,379 | $4.54M | 0.14% | +1,913+20.2% | Added |
| Gamco Investors, Inc. Et Al | 11,414 | $4.56M | 0.05% | +244+2.2% | Added |
| Saranac Partners Ltd | 11,621 | $4.64M | 2.84% | +106+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,627 | $4.64M | 0.32% | −916−7.3% | Reduced |
| 1st Source Bank | 11,631 | $4.64M | 0.27% | −120−1.0% | Reduced |
| Petredis Investment Advisors LLC | 11,678 | $4.66M | 0.56% | +327+2.9% | Added |
| Zions Bancorporation, N.A. | 11,684 | $4.66M | 0.34% | +633+5.7% | Added |
| Tandem Investment Advisors, Inc. | 11,781 | $4.70M | 0.18% | −270−2.2% | Reduced |
| Motley Fool Asset Management LLC | 11,869 | $4.74M | 0.31% | +1,412+13.5% | Added |
| Private Advisor Group, LLC | 11,873 | $4.74M | 0.03% | +987+9.1% | Added |
| Jump Financial, LLC | 11,970 | $4.78M | 0.13% | −2,115−15.0% | Reduced |
| Moore Capital Management, LP | 12,000 | $4.79M | 0.10% | +12,000 | New |
| Transamerica Financial Advisors, Inc. | 12,030 | $4.80M | 0.49% | +10,938+1,001.6% | Added |
| Sandy Spring Bank | 12,047 | $4.81M | 0.22% | +378+3.2% | Added |
| Rench Wealth Management, Inc. | 12,079 | $4.82M | 1.85% | +12,079 | New |
| Legacy Trust | 12,227 | $4.88M | 1.22% | +174+1.4% | Added |
| Lockheed Martin Investment Management Co | 14,020 | $4.90M | 0.36% | −33,530−70.5% | Reduced |
| Cornerstone Advisors, LLC | 12,300 | $4.91M | 0.20% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 12,420 | $4.96M | 0.02% | +12,304+10,606.9% | Added |
| Empirical Finance, LLC | 12,648 | $5.05M | 0.31% | +433+3.5% | Added |
| Peapack Gladstone Financial Corp | 12,682 | $5.06M | 0.08% | +323+2.6% | Added |
| GWM Advisors LLC | 12,781 | $5.10M | 0.04% | +4,129+47.7% | Added |
| Cornerstone Capital, Inc. | 12,808 | $5.11M | 0.52% | −453−3.4% | Reduced |
| Engineers Gate Manager LP | 12,839 | $5.12M | 0.13% | +11,265+715.7% | Added |
| Rakuten Investment Management, Inc. | 12,851 | $5.13M | 0.04% | +11,981+1,377.1% | Added |
| Abner Herrman & Brock LLC | 12,900 | $5.15M | 0.64% | −1,360−9.5% | Reduced |