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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.

Institutional holdersQ1 2024: 1,743 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ1 2024: $119.5B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2023.

Institutions holding ISRG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rise Advisors, LLC365$145.7K0.08%+182+99.5%Added
Addison Advisors LLC374$149.3K0.05%+63+20.3%Added
Adalta Capital Management LLC375$149.7K0.08%00.0%Unchanged
Blue Chip Partners, Inc.378$150.9K0.01%+378New
Paloma Partners Management Co393$156.8K0.02%−36−8.4%Reduced
Crewe Advisors LLC403$160.8K0.02%+403New
Annis Gardner Whiting Capital Advisors, LLC409$163.2K0.06%+268+190.1%Added
Blume Capital Management, Inc.440$175.6K0.04%−19−4.1%Reduced
Breakwater Investment Management451$180.0K0.08%+451New
Ritter Daniher Financial Advisory LLC453$180.8K0.06%00.0%Unchanged
Arlington Trust Co LLC454$181.2K0.05%−17−3.6%Reduced
Private Trust Co NA457$182.4K0.02%−29−6.0%Reduced
Riverview Trust Co457$182.4K0.14%+457New
S.A. Mason LLC465$185.6K0.11%00.0%Unchanged
Indiana Trust & Investment Management CO475$189.6K0.08%00.0%Unchanged
Valley National Advisers Inc481$191.0K0.03%+122+34.0%Added
Hilltop National Bank485$193.6K0.07%+485New
Icon Wealth Advisors, LLC490$195.6K0.02%+89+22.2%Added
Correct Capital Wealth Management500$199.5K0.05%00.0%Unchanged
Mizuho Securities Co. Ltd.500$199.5K1.10%+500New
Entropy Technologies, LP502$200.3K0.02%−1,072−68.1%Reduced
Naviter Wealth, LLC502$200.3K0.03%+502New
Jacobsen Capital Management503$200.7K0.09%+503New
Mason & Associates Inc504$201.1K0.05%+504New
Sweet Financial Partners, LLC506$201.9K0.05%+506New
Patton Fund Management, Inc.507$202.3K0.04%+507New
Klingman & Associates, LLC508$202.7K0.01%+508New
Signal Advisors Wealth, LLC508$202.7K0.05%+508New
Hoxton Planning & Management, LLC509$203.1K0.10%+509New
Cornerstone Wealth Management, LLC510$203.5K0.02%+510New
CVA Family Office, LLC511$203.9K0.04%+1+0.2%Added
Abound Wealth Management512$204.2K0.08%+3+0.6%Added
Benchmark Investment Advisors LLC515$205.6K0.16%+515New
Alpha Omega Wealth Management LLC516$205.9K0.04%+516New
Holistic Financial Partners519$207.1K0.11%+519New
West Branch Capital LLC520$207.5K0.08%−11−2.1%Reduced
Vise Technologies, Inc.525$209.5K0.04%+525New
Morling Financial Advisors, LLC527$210.3K0.12%+527New
First American Trust, FSB533$212.7K0.02%+533New
Exencial Wealth Advisors, LLC533$212.7K0.01%+533New
Mitchell McLeod Pugh & Williams Inc533$212.7K0.05%+533New
Sugarloaf Wealth Management, LLC534$213.1K0.04%+29+5.7%Added
Carnegie Capital Asset Management, LLC538$214.7K0.01%+538New
Somerset Group LLC540$215.5K0.20%+540New
Lavaca Capital LLC540$215.5K0.13%+540New
Northwest Wealth Management, LLC541$215.9K0.06%+541New
Walter & Keenan Financial Consulting Co543$216.7K0.07%+543New
Rice Partnership, LLC543$216.7K0.05%+543New
Pinnacle Bancorp, Inc.544$217.1K0.06%−14−2.5%Reduced
Fragasso Group Inc.547$218.3K0.02%+547New
Harel Insurance Investments & Financial Services Ltd.550$219.0K0.00%−380−40.9%Reduced
Optas, LLC552$220.3K0.06%+552New
Forbes J M & Co LLP555$221.5K0.02%+555New
Green Square Capital Advisors LLC559$223.1K0.03%+559New
Foundations Investment Advisors, LLC566$225.9K0.01%+566New
Riverstone Advisors, LLC570$227.5K0.14%−867−60.3%Reduced
Wealth Management Partners, LLC574$229.1K0.12%+574New
Cooper Financial Group576$229.9K0.04%+576New
Schnieders Capital Management LLC579$231.1K0.05%+579New
Renasant Bank580$231.5K0.16%−26−4.3%Reduced
Bordeaux Wealth Advisors LLC583$232.7K0.08%+583New
Second Line Capital, LLC585$233.5K0.08%+585New
Burton Enright Welch587$234.3K0.06%+587New
Letson Investment Management, Inc.588$234.7K0.10%+588New
Callan Capital, LLC591$235.9K0.02%+591New
West Family Investments, Inc.591$235.9K0.07%+591New
W.G. Shaheen & Associates DBA Whitney & Co591$235.9K0.03%+591New
Covestor Ltd592$236.0K0.15%−28−4.5%Reduced
AJOVista, LLC593$236.7K0.64%00.0%Unchanged
West Paces Advisors Inc.595$237.5K0.06%−66−10.0%Reduced
Woodley Farra Manion Portfolio Management Inc599$239.1K0.01%−100−14.3%Reduced
Mesirow Financial Investment Management, Inc.599$239.1K0.01%+599New
V2 Financial group LLC600$239.5K0.16%00.0%Unchanged
Smithfield Trust Co599$240.0K0.01%+14+2.4%Added
Advisor OS, LLC602$240.3K0.03%+602New
Fi3 FINANCIAL ADVISORS, LLC636$242.5K0.11%−24−3.6%Reduced
Strengthening Families & Communities, LLC609$243.0K0.14%00.0%Unchanged
BLB&B Advisors, LLC609$243.0K0.01%+1+0.2%Added
Veracity Capital LLC610$243.4K0.09%+610New
Values First Advisors, Inc.611$243.8K0.14%−900−59.6%Reduced
Trust Co612$244.2K0.03%00.0%Unchanged
Seven Mile Advisory612$244.2K0.19%+8+1.3%Added
Southern Capital Advisors, LLC613$244.6K0.15%+13+2.2%Added
Traveka Wealth, LLC613$244.6K0.11%+613New
Laffer Tengler Investments618$246.6K0.06%−14−2.2%Reduced
Strategic Advisors LLC619$247.0K0.05%−12−1.9%Reduced
Univest Financial Corp619$247.0K0.07%+619New
Tyler-Stone Wealth Management620$247.4K0.11%00.0%Unchanged
Stephens Investment Management Group LLC621$247.8K0.00%+71+12.9%Added
Arden Trust Co624$249.0K0.03%−14−2.2%Reduced
Spinnaker Investment Group, LLC625$249.4K0.07%00.0%Unchanged
Sanibel Captiva Trust Company, Inc.630$251.4K0.01%+10+1.6%Added
Successful Portfolios LLC632$252.2K0.17%−5−0.8%Reduced
Magellan Asset Management Ltd637$254.2K0.00%+25+4.1%Added
ASB Consultores, LLC637$254.2K0.07%+637New
Evoke Wealth, LLC640$255.4K0.01%+640New
Bremer Bank National Association642$256.2K0.05%+642New
EFG Asset Management (Americas) Corp.644$257.0K0.08%−458−41.6%Reduced
Hemenway Trust Co LLC644$257.0K0.02%00.0%Unchanged
TFG Advisers LLC645$257.5K0.10%+645New