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 |
|---|---|---|---|---|---|
| Dynamic Wealth Strategies, LLC | 60 | $24.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 62 | $24.7K | 0.01% | +2+3.3% | Added |
| Baldwin Brothers Inc | 63 | $25.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $25.1K | 0.01% | +42+200.0% | Added |
| Kelly Financial Services LLC | 67 | $26.7K | 0.01% | +67 | New |
| Main Street Group, LTD | 69 | $27.3K | 0.01% | +11+19.0% | Added |
| Raffa Wealth Management, LLC | 70 | $27.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $27.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $27.9K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $27.9K | 0.00% | +70 | New |
| Tidemark, LLC | 70 | $27.9K | 0.02% | +23+48.9% | Added |
| Compass Wealth Management LLC | 72 | $28.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 72 | $28.7K | 0.03% | +57+380.0% | Added |
| Solstein Capital, LLC | 74 | $29.5K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 74 | $29.5K | 0.01% | +74 | New |
| Prestige Wealth Management Group LLC | 75 | $29.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 94 | $31.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 80 | $31.9K | 0.00% | +3+3.9% | Added |
| Pin Oak Investment Advisors Inc | 81 | $32.0K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 81 | $33.0K | 0.04% | −320−79.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 84 | $33.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 86 | $34.3K | 0.03% | +20+30.3% | Added |
| McIlrath & Eck, LLC | 87 | $34.7K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $35.9K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 90 | $36.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 94 | $37.5K | 0.01% | +14+17.5% | Added |
| Capital Advisors, Ltd. LLC | 96 | $38.0K | 0.00% | +9+10.3% | Added |
| Maryland Capital Advisors Inc. | 100 | $39.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 102 | $40.7K | 0.01% | −3,602−97.2% | Reduced |
| Cornerstone Planning Group LLC | 108 | $41.2K | 0.01% | −57−34.5% | Reduced |
| Clean Yield Group | 108 | $43.1K | 0.02% | 00.0% | Unchanged |
| Naples Money Management LLC | 112 | $44.7K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $45.0K | 0.00% | −2−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 113 | $45.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 115 | $45.9K | 0.03% | +115 | New |
| Toth Financial Advisory Corp | 120 | $47.9K | 0.01% | −29−19.5% | Reduced |
| NBC Securities, Inc. | 121 | $48.0K | 0.00% | +31+34.4% | Added |
| Blue Bell Private Wealth Management, LLC | 121 | $48.3K | 0.01% | +2+1.7% | Added |
| City Holding Co | 126 | $50.3K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 130 | $51.3K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 129 | $51.5K | 0.01% | +2+1.6% | Added |
| Johnson Financial Group, Inc. | 131 | $52.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 134 | $53.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 134 | $53.5K | 0.02% | +11+8.9% | Added |
| Operose Advisors LLC | 135 | $53.9K | 0.02% | −140−50.9% | Reduced |
| Rocky Mountain Advisers, LLC | 135 | $53.9K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 136 | $54.3K | 0.03% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 138 | $55.1K | 0.06% | +138 | New |
| HHM Wealth Advisors, LLC | 139 | $55.5K | 0.01% | +100+256.4% | Added |
| Birchbrook, Inc. | 140 | $55.9K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 142 | $56.7K | 0.01% | −2,553−94.7% | Reduced |
| Beacon Capital Management, LLC | 158 | $63.1K | 0.01% | +15+10.5% | Added |
| Silver Oak Securities, Inc | 158 | $63.1K | 0.01% | +158 | New |
| Bell Investment Advisors, Inc | 158 | $63.1K | 0.01% | +8+5.3% | Added |
| Planning Capital Management Corp | 160 | $63.9K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 165 | $65.8K | 0.00% | −232−58.4% | Reduced |
| Webster Bank, N. A. | 171 | $68.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 171 | $68.2K | 0.01% | +3+1.8% | Added |
| Hazlett, Burt & Watson, Inc. | 172 | $69.0K | 0.04% | +20+13.2% | Added |
| Fortis Group Advisors, LLC | 178 | $71.0K | 0.01% | −178−50.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 180 | $71.8K | 0.01% | +180 | New |
| PrairieView Partners, LLC | 180 | $72.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 183 | $73.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $75.8K | 0.02% | 00.0% | Unchanged |
| Vima LLC | 302 | $77.2K | 0.09% | −67−18.2% | Reduced |
| Castleview Partners, LLC | 195 | $77.8K | 0.04% | 00.0% | Unchanged |
| City State Bank | 198 | $79.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 214 | $85.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 216 | $86.2K | 0.04% | +175+426.8% | Added |
| Byrne Asset Management LLC | 217 | $86.6K | 0.06% | +15+7.4% | Added |
| JFS Wealth Advisors, LLC | 225 | $89.8K | 0.01% | +50+28.6% | Added |
| Larson Financial Group LLC | 233 | $93.0K | 0.01% | +20+9.4% | Added |
| Farmers & Merchants Investments Inc | 237 | $94.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 237 | $94.6K | 0.03% | +148+166.3% | Added |
| Register Financial Advisors LLC | 243 | $97.0K | 0.05% | +243 | New |
| Capstone Investment Advisors, LLC | 244 | $97.4K | 0.00% | −120−33.0% | Reduced |
| North Star Investment Management Corp. | 247 | $98.6K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 249 | $99.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 253 | $101.0K | 0.01% | +3+1.2% | Added |
| Security National Bank | 255 | $101.8K | 0.02% | −85−25.0% | Reduced |
| Cutler Group LP | 257 | $102.0K | 0.05% | +257 | New |
| MV Capital Management, Inc. | 257 | $102.6K | 0.01% | +1+0.4% | Added |
| Center for Financial Planning, Inc. | 258 | $103.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 260 | $103.8K | 0.03% | −1,467−84.9% | Reduced |
| Capital Analysts, LLC | 262 | $105.0K | 0.00% | +212+424.0% | Added |
| Glen Eagle Advisors, LLC | 271 | $108.2K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 280 | $111.7K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 293 | $116.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 314 | $125.3K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 315 | $125.7K | 0.01% | −5−1.6% | Reduced |
| Continuum Advisory, LLC | 327 | $126.0K | 0.02% | +327 | New |
| Nemes Rush Group LLC | 321 | $128.1K | 0.02% | +3+0.9% | Added |
| First Personal Financial Services | 324 | $129.3K | 0.03% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 326 | $130.1K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 335 | $133.7K | 0.00% | +5+1.5% | Added |
| EnRich Financial Partners LLC | 336 | $134.1K | 0.05% | +336 | New |
| Rakuten Securities, Inc. | 338 | $134.9K | 0.06% | +280+482.8% | Added |
| Rosenberg Matthew Hamilton | 345 | $136.2K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 350 | $139.7K | 0.02% | −23−6.2% | Reduced |
| Venturi Wealth Management, LLC | 351 | $140.1K | 0.01% | +10+2.9% | Added |