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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Connective Capital Management, LLC | 23,237 | $9.27M | 14.64% | +23,237 | New |
| McGuire Investment Group, LLC | 23,465 | $9.36M | 1.37% | +106+0.5% | Added |
| Ameritas Investment Partners, Inc. | 23,565 | $9.40M | 0.32% | −273−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 23,571 | $9.41M | 0.16% | −6,173−20.8% | Reduced |
| Fiduciary Group LLC | 23,622 | $9.43M | 1.03% | −354−1.5% | Reduced |
| Baird Financial Group, Inc. | 23,641 | $9.43M | 0.02% | +4,964+26.6% | Added |
| Dillon & Associates Inc | 23,706 | $9.46M | 1.49% | +144+0.6% | Added |
| Pura Vida Investments, LLC | 24,050 | $9.60M | 6.53% | +24,050 | New |
| Genus Capital Management Inc. | 24,056 | $9.60M | 1.25% | +24,056 | New |
| FineMark National Bank & Trust | 24,174 | $9.65M | 0.36% | +652+2.8% | Added |
| Chartwell Investment Partners, LLC | 24,225 | $9.67M | 0.33% | −3,027−11.1% | Reduced |
| Elite Wealth Management, Inc. | 24,294 | $9.70M | 2.36% | +2,230+10.1% | Added |
| Unio Capital LLC | 24,348 | $9.72M | 4.28% | +38+0.2% | Added |
| EFG Asset Management (North America) Corp. | 24,372 | $9.72M | 1.68% | +844+3.6% | Added |
| Ieq Capital, LLC | 24,424 | $9.75M | 0.14% | +1,953+8.7% | Added |
| Broadleaf Partners, LLC | 24,660 | $9.84M | 2.52% | −182−0.7% | Reduced |
| Chiron Investment Management, LLC | 24,892 | $9.93M | 4.31% | +24,892 | New |
| Resources Investment Advisors, LLC. | 25,039 | $9.99M | 0.16% | +3,584+16.7% | Added |
| Tocqueville Asset Management L.P. | 25,065 | $10.0M | 0.16% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 27,423 | $10.2M | 0.20% | +233+0.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,597 | $10.2M | 0.19% | +3,830+17.6% | Added |
| Umb Bank N A | 25,677 | $10.2M | 0.16% | −394−1.5% | Reduced |
| Carmignac Gestion | 25,804 | $10.3M | 0.16% | −10,567−29.1% | Reduced |
| Greenleaf Trust | 25,899 | $10.3M | 0.10% | +647+2.6% | Added |
| Tritonpoint Wealth, LLC | 31,332 | $10.3M | 1.08% | −2,406−7.1% | Reduced |
| Teamwork Financial Advisors, LLC | 25,930 | $10.3M | 1.59% | +6,299+32.1% | Added |
| Johnson Investment Counsel Inc | 26,357 | $10.5M | 0.11% | +989+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 26,671 | $10.6M | 0.24% | 00.0% | Unchanged |
| Baader Bank INC | 26,730 | $10.7M | 0.87% | −4,138−13.4% | Reduced |
| Kentucky Retirement Systems | 26,757 | $10.7M | 0.32% | −1,413−5.0% | Reduced |
| Steel Peak Wealth Management LLC | 26,849 | $10.7M | 0.55% | +25,756+2,356.5% | Added |
| Sierra Summit Advisors LLC | 26,985 | $10.8M | 2.93% | +1,682+6.6% | Added |
| Bleakley Financial Group, LLC | 27,420 | $10.9M | 0.32% | +10,945+66.4% | Added |
| Zacks Investment Management | 27,434 | $10.9M | 0.12% | +4,209+18.1% | Added |
| Bokf, NA | 27,950 | $11.0M | 0.20% | +6,835+32.4% | Added |
| McKinley Capital Management LLC /Delaware | 27,804 | $11.1M | 1.33% | −3,208−10.3% | Reduced |
| Simplicity Wealth,LLC | 28,019 | $11.2M | 0.27% | +28,019 | New |
| Bourne Lent Asset Management Inc | 28,064 | $11.2M | 4.52% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 28,239 | $11.3M | 2.40% | +24,694+696.6% | Added |
| Nomura Holdings Inc | 28,517 | $11.4M | 0.09% | +19,480+215.6% | Added |
| MAI Capital Management | 28,553 | $11.4M | 0.12% | +18,577+186.2% | Added |
| Investment House LLC | 28,725 | $11.5M | 0.67% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 28,826 | $11.5M | 5.68% | +26,380+1,078.5% | Added |
| Teachers Retirement System of the State of Kentucky | 28,911 | $11.5M | 0.10% | −1,485−4.9% | Reduced |
| Chicago Capital, LLC | 28,950 | $11.6M | 0.35% | +1,609+5.9% | Added |
| Mark Asset Management LP | 28,990 | $11.6M | 1.56% | +28,990 | New |
| O'Shaughnessy Asset Management, LLC | 29,231 | $11.7M | 0.13% | +4,973+20.5% | Added |
| Boston Private Wealth LLC | 29,429 | $11.7M | 0.26% | −4,988−14.5% | Reduced |
| Redmile Group, LLC | 29,546 | $11.8M | 0.43% | −24,712−45.5% | Reduced |
| 2Xideas AG | 29,798 | $11.9M | 1.46% | −7,188−19.4% | Reduced |
| Oregon Public Employees Retirement Fund | 30,133 | $12.0M | 0.24% | +2,651+9.6% | Added |
| Renaissance Investment Group LLC | 30,165 | $12.0M | 2.76% | −343−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 30,310 | $12.1M | 0.29% | −28,543−48.5% | Reduced |
| Gulf International Bank (UK) Ltd | 30,488 | $12.2M | 0.31% | +1,671+5.8% | Added |
| Profund Advisors LLC | 31,384 | $12.5M | 0.49% | −1,446−4.4% | Reduced |
| Shell Asset Management Co | 28,687 | $12.8M | 0.58% | −1,880−6.2% | Reduced |
| Rheos Capital Works Inc. | 32,000 | $12.8M | 0.61% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 32,169 | $12.8M | 0.30% | +1,494+4.9% | Added |
| Factory Mutual Insurance Co | 32,300 | $12.9M | 0.15% | −13,300−29.2% | Reduced |
| Cim, LLC | 32,330 | $12.9M | 1.95% | −224−0.7% | Reduced |
| Mission Wealth Management, LP | 32,336 | $12.9M | 0.35% | +112+0.3% | Added |
| Simplify Asset Management Inc. | 32,348 | $12.9M | 1.24% | +26,881+491.7% | Added |
| JustInvest LLC | 32,749 | $13.1M | 0.28% | +3,019+10.2% | Added |
| Groupama Asset Managment | 822 | $13.1M | 0.24% | −33,202−97.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,933 | $13.1M | 0.05% | +6,570+24.9% | Added |
| Valicenti Advisory Services Inc | 32,958 | $13.2M | 3.66% | −454−1.4% | Reduced |
| Loup Funds, LLC | 33,360 | $13.3M | 5.02% | −3,226−8.8% | Reduced |
| Walleye Trading LLC | 33,722 | $13.5M | 0.22% | −20,425−37.7% | Reduced |
| Lyell Wealth Management, LP | 33,785 | $13.5M | 1.37% | +79+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 33,929 | $13.5M | 1.13% | +364+1.1% | Added |
| Maple Capital Management, Inc. | 34,040 | $13.6M | 1.24% | +4,945+17.0% | Added |
| Ethic Inc. | 35,116 | $14.0M | 0.35% | +4,364+14.2% | Added |
| South State Corp. | 35,454 | $14.1M | 1.10% | +1,726+5.1% | Added |
| Eagle Health Investments LP | 35,590 | $14.2M | 2.71% | −7,800−18.0% | Reduced |
| Parallel Advisors, LLC | 35,793 | $14.3M | 0.39% | +577+1.6% | Added |
| Hyman Charles D | 36,201 | $14.4M | 0.80% | +6,073+20.2% | Added |
| Colony Group, LLC | 36,219 | $14.5M | 0.12% | +15,763+77.1% | Added |
| CWM, LLC | 36,502 | $14.6M | 0.07% | +4,578+14.3% | Added |
| Financial Counselors Inc | 36,896 | $14.7M | 0.25% | −529−1.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 36,985 | $14.8M | 0.10% | −4,804−11.5% | Reduced |
| Captrust Financial Advisors | 37,289 | $14.9M | 0.05% | −4,432−10.6% | Reduced |
| Bradley Foster & Sargent Inc | 37,472 | $15.0M | 0.27% | −913−2.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 37,500 | $15.0M | 0.35% | −12,500−25.0% | Reduced |
| Swiss Life Asset Management Ltd | 37,761 | $15.1M | 0.21% | −22,740−37.6% | Reduced |
| AQR Capital Management LLC | 37,916 | $15.1M | 0.03% | −2,170−5.4% | Reduced |
| Douglas Lane & Associates, LLC | 38,029 | $15.2M | 0.21% | −374−1.0% | Reduced |
| ABN AMRO Bank N.V. | 38,137 | $15.2M | 0.23% | −4,380−10.3% | Reduced |
| CWM Advisors, LLC | 38,270 | $15.3M | 1.56% | +4,174+12.2% | Added |
| Jag Capital Management, LLC | 38,520 | $15.4M | 2.18% | +38,520 | New |
| Atria Investments LLC | 38,676 | $15.4M | 0.21% | +319+0.8% | Added |
| Aquatic Capital Management LLC | 38,800 | $15.5M | 0.51% | +22,080+132.1% | Added |
| State of Alaska, Department of Revenue | 39,389 | $15.7M | 0.18% | −260−0.7% | Reduced |
| Cresset Asset Management, LLC | 39,508 | $15.8M | 0.08% | −1,446−3.5% | Reduced |
| Wealthfront Advisers LLC | 39,812 | $15.9M | 0.06% | +891+2.3% | Added |
| Slow Capital, Inc. | 39,986 | $16.0M | 2.56% | +275+0.7% | Added |
| Credit Agricole S A | 43,025 | $16.0M | 0.27% | +21,404+99.0% | Added |
| Wintrust Investments LLC | 40,292 | $16.1M | 1.42% | +1,696+4.4% | Added |
| Marex Group plc | 40,300 | $16.1M | 0.52% | −180−0.4% | Reduced |
| SG Americas Securities, LLC | 40,650 | $16.2M | 0.08% | +26,545+188.2% | Added |
| Mercer Global Advisors Inc | 40,699 | $16.2M | 0.05% | +1,851+4.8% | Added |