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 |
|---|---|---|---|---|---|
| Napa Wealth Management | 647 | $258.2K | 0.14% | +647 | New |
| Capital Investment Advisors, LLC | 649 | $259.0K | 0.01% | +649 | New |
| Adell Harriman & Carpenter Inc | 650 | $259.4K | 0.02% | +50+8.3% | Added |
| WR Wealth Planners, LLC | 651 | $259.8K | 0.08% | −30−4.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 653 | $260.6K | 0.09% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 655 | $261.4K | 0.12% | +655 | New |
| Arvest Trust Co N A | 660 | $263.4K | 0.01% | −136−17.1% | Reduced |
| Strategic Financial Concepts, LLC | 660 | $263.4K | 0.06% | +660 | New |
| Grove Bank & Trust | 661 | $263.8K | 0.04% | −27−3.9% | Reduced |
| Meritage Portfolio Management | 661 | $264.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 664 | $264.8K | 0.05% | +294+79.5% | Added |
| Moneta Group Investment Advisors LLC | 664 | $265.0K | 0.00% | +664 | New |
| Confluence Wealth Services, Inc. | 666 | $265.8K | 0.02% | +66+11.0% | Added |
| Smith & Howard Wealth Management, LLC | 667 | $266.2K | 0.08% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 669 | $267.0K | 0.17% | −12−1.8% | Reduced |
| Baron Wealth Management LLC | 669 | $267.0K | 0.14% | −2−0.3% | Reduced |
| Dividend Assets Capital, LLC | 668 | $267.0K | 0.06% | +21+3.2% | Added |
| Hendershot Investments Inc. | 672 | $268.2K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 674 | $269.0K | 0.19% | +24+3.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 674 | $269.0K | 0.11% | +44+7.0% | Added |
| Viewpoint Capital Management LLC | 675 | $269.4K | 0.17% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 677 | $270.2K | 0.18% | +1+0.1% | Added |
| Custom Index Systems, LLC | 677 | $270.2K | 0.15% | +677 | New |
| Regent Peak Wealth Advisors LLC | 678 | $270.6K | 0.07% | −9−1.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 680 | $271.4K | 0.11% | +65+10.6% | Added |
| Financial Engines Advisors L.L.C. | 685 | $273.4K | 0.00% | +23+3.5% | Added |
| HBK Investments L P | 690 | $275.4K | 0.01% | +690 | New |
| Rosenblum Silverman Sutton S F Inc | 695 | $277.4K | 0.08% | −15−2.1% | Reduced |
| Diversified, LLC | 695 | $277.4K | 0.04% | +42+6.4% | Added |
| Parkside Financial Bank & Trust | 697 | $278.2K | 0.04% | +74+11.9% | Added |
| Edge Capital Group, LLC | 700 | $279.4K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 700 | $279.4K | 0.05% | +24+3.6% | Added |
| First Trust Investment Solutions L.P. | 702 | $280.2K | 0.05% | +20+2.9% | Added |
| WMS Partners, LLC | 702 | $280.2K | 0.02% | −261−27.1% | Reduced |
| Avalon Trust Co | 703 | $280.6K | 0.02% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 705 | $281.4K | 0.10% | +705 | New |
| Trillium Asset Management, LLC | 707 | $282.0K | 0.01% | −50−6.6% | Reduced |
| BBR Partners, LLC | 707 | $282.2K | 0.02% | +707 | New |
| Silvia McColl Wealth Management, LLC | 727 | $282.4K | 0.24% | −15−2.0% | Reduced |
| JJJ Advisors Inc. | 708 | $282.6K | 0.06% | +104+17.2% | Added |
| Fortune Financial Advisors, LLC | 710 | $283.4K | 0.18% | −25−3.4% | Reduced |
| AdvisorNet Financial, Inc | 712 | $284.2K | 0.03% | −8−1.1% | Reduced |
| First Foundation Advisors | 713 | $284.6K | 0.01% | −151−17.5% | Reduced |
| SageView Advisory Group, LLC | 442 | $287.3K | 0.02% | −4,484−91.0% | Reduced |
| Saiph Capital, LLC | 720 | $287.3K | 0.13% | −13−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 725 | $289.3K | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 727 | $290.1K | 0.02% | +11+1.5% | Added |
| Objective Capital Management, LLC | 728 | $290.5K | 0.20% | +77+11.8% | Added |
| Vaughan David Investments LLC | 728 | $291.0K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 732 | $292.1K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 733 | $292.5K | 0.04% | +733 | New |
| Patriot Financial Group Insurance Agency, LLC | 733 | $292.5K | 0.05% | +733 | New |
| Destination Wealth Management | 734 | $292.9K | 0.01% | +97+15.2% | Added |
| Sivia Capital Partners, LLC | 736 | $293.7K | 0.20% | +10+1.4% | Added |
| MidWestOne Financial Group, Inc. | 737 | $294.1K | 0.05% | +93+14.4% | Added |
| Ulland Investment Advisors, LLC | 738 | $295.0K | 0.24% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 740 | $295.3K | 0.12% | −94−11.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 740 | $295.3K | 0.18% | −50−6.3% | Reduced |
| Advance Capital Management, Inc. | 740 | $295.3K | 0.02% | +27+3.8% | Added |
| Smith, Salley & Associates | 742 | $296.3K | 0.02% | −2,226−75.0% | Reduced |
| Magnus Financial Group LLC | 746 | $297.7K | 0.04% | −70−8.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 748 | $298.6K | 0.20% | +88+13.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 750 | $299.0K | 0.02% | −250−25.0% | Reduced |
| Autumn Glory Partners, LLC | 750 | $299.3K | 0.15% | 00.0% | Unchanged |
| Wrapmanager Inc | 750 | $299.3K | 0.08% | −28−3.6% | Reduced |
| SWP Financial LLC | 756 | $301.7K | 0.21% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 757 | $302.1K | 0.07% | −12−1.6% | Reduced |
| Blueshift Asset Management, LLC | 761 | $303.7K | 0.16% | +29+4.0% | Added |
| Cambridge Trust Co | 764 | $304.9K | 0.01% | +700+1,093.8% | Added |
| Kovitz Investment Group Partners, LLC | 765 | $305.3K | 0.00% | +765 | New |
| Geneos Wealth Management Inc. | 766 | $305.7K | 0.01% | −217−22.1% | Reduced |
| Semus Wealth Partners LLC | 766 | $305.7K | 0.26% | +1+0.1% | Added |
| CBOE Vest Financial, LLC | 770 | $307.3K | 0.01% | +770 | New |
| Modern Wealth Management, LLC | 770 | $307.3K | 0.03% | +770 | New |
| Maxi Investments CY Ltd | 778 | $310.0K | 0.08% | +778 | New |
| Trinity Legacy Partners, LLC | 778 | $310.5K | 0.09% | −277−26.3% | Reduced |
| Verus Capital Partners, LLC | 781 | $311.7K | 0.03% | −70−8.2% | Reduced |
| Centiva Capital, LP | 783 | $312.5K | 0.02% | −112−12.5% | Reduced |
| Middleton & Co Inc | 783 | $312.5K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 783 | $312.5K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 783 | $312.5K | 0.04% | −237−23.2% | Reduced |
| Riversedge Advisors, LLC | 786 | $313.7K | 0.08% | +41+5.5% | Added |
| Canopy Partners, LLC | 794 | $316.9K | 0.15% | +189+31.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 805 | $317.9K | 0.19% | +162+25.2% | Added |
| Arnhold LLC | 800 | $319.3K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $319.7K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $319.7K | 0.10% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $319.7K | 0.11% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 837 | $319.9K | 0.28% | +837 | New |
| Mayflower Financial Advisors, LLC | 804 | $320.9K | 0.05% | +40+5.2% | Added |
| UMA Financial Services, Inc. | 849 | $321.4K | 0.07% | 00.0% | Unchanged |
| Financial Insights, Inc. | 807 | $322.1K | 0.09% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 808 | $322.5K | 0.09% | −4−0.5% | Reduced |
| Montecito Bank & Trust | 813 | $324.5K | 0.06% | +813 | New |
| EverSource Wealth Advisors, LLC | 876 | $324.7K | 0.03% | +22+2.6% | Added |
| Granite Investment Partners, LLC | 816 | $325.7K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 817 | $326.1K | 0.17% | +817 | New |
| Claro Advisors LLC | 819 | $326.9K | 0.06% | +164+25.0% | Added |
| Spectrum Wealth Counsel, LLC | 820 | $327.3K | 0.04% | −25−3.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 822 | $328.1K | 0.03% | −7−0.8% | Reduced |