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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 856 | $328.2K | 0.04% | +71+9.0% | Added |
| Canandaigua National Bank & Trust Co | 826 | $329.6K | 0.05% | −3,506−80.9% | Reduced |
| Steward Partners Investment Solutions, LLC | 827 | $330.0K | 0.06% | +56+7.3% | Added |
| Prosperity Financial Group, Inc. | 827 | $330.0K | 0.20% | +69+9.1% | Added |
| Cary Street Partner Investment Advisory LLC | 830 | $331.2K | 0.01% | +51+6.5% | Added |
| Guyasuta Investment Advisors Inc | 990 | $334.0K | 0.02% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 837 | $334.0K | 0.22% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 839 | $334.8K | 0.02% | +79+10.4% | Added |
| Holderness Investments Co | 840 | $335.2K | 0.08% | +46+5.8% | Added |
| AlTi Global, Inc. | 841 | $335.6K | 0.01% | +841 | New |
| Rollins Financial Advisors, LLC | 842 | $336.0K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 845 | $337.2K | 0.10% | −21−2.4% | Reduced |
| Bank Hapoalim BM | 847 | $338.0K | 0.04% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 847 | $338.0K | 0.10% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 850 | $339.2K | 0.01% | +71+9.1% | Added |
| Howard Financial Services, Ltd. | 853 | $340.4K | 0.06% | −6−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 854 | $340.8K | 0.19% | −21−2.4% | Reduced |
| Valmark Advisers, Inc. | 854 | $340.8K | 0.01% | +26+3.1% | Added |
| Morningstar Investment Management LLC | 855 | $341.0K | 0.04% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 860 | $343.2K | 0.14% | +860 | New |
| Callahan Advisors, LLC | 862 | $344.0K | 0.04% | −63−6.8% | Reduced |
| Atomi Financial Group, Inc. | 867 | $346.0K | 0.03% | +142+19.6% | Added |
| Glassy Mountain Advisors, Inc. | 868 | $346.4K | 0.13% | +5+0.6% | Added |
| Sonora Investment Management Group, LLC | 875 | $349.2K | 0.03% | −35−3.8% | Reduced |
| Financial Advisory Service, Inc. | 880 | $351.2K | 0.03% | +6+0.7% | Added |
| Garden State Investment Advisory Services LLC | 886 | $351.4K | 0.13% | +177+25.0% | Added |
| Blue Fin Capital, Inc. | 884 | $352.8K | 0.08% | +20+2.3% | Added |
| Creative Financial Designs Inc | 884 | $352.8K | 0.03% | +60+7.3% | Added |
| Clarus Group, Inc. | 885 | $353.2K | 0.25% | −10−1.1% | Reduced |
| Dearborn Partners LLC | 891 | $355.6K | 0.02% | −25−2.7% | Reduced |
| Prio Wealth Limited Partnership | 894 | $356.8K | 0.01% | +111+14.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 895 | $357.2K | 0.09% | +7+0.8% | Added |
| Concorde Asset Management, LLC | 897 | $358.0K | 0.25% | −15−1.6% | Reduced |
| Thrive Wealth Management, LLC | 897 | $358.0K | 0.07% | +147+19.6% | Added |
| Vigilare Wealth Management | 898 | $358.4K | 0.18% | −98−9.8% | Reduced |
| Portside Wealth Group, LLC | 899 | $358.8K | 0.07% | +83+10.2% | Added |
| Level Four Advisory Services, LLC | 1,064 | $359.0K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $359.2K | 0.09% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $359.2K | 0.06% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 900 | $359.2K | 0.01% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 900 | $359.2K | 0.33% | 00.0% | Unchanged |
| Vicus Capital | 901 | $359.6K | 0.03% | +901 | New |
| Onefund, LLC | 913 | $360.5K | 0.43% | −18−1.9% | Reduced |
| Pictet North America Advisors SA | 905 | $361.2K | 0.04% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 908 | $362.4K | 0.28% | +72+8.6% | Added |
| WESPAC Advisors SoCal, LLC | 913 | $364.4K | 0.10% | −20−2.1% | Reduced |
| Beacon Financial Group | 914 | $364.7K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 921 | $367.6K | 0.01% | +82+9.8% | Added |
| Avion Wealth | 920 | $368.0K | 0.10% | +4+0.4% | Added |
| Massmutual Trust Co FSB | 930 | $371.2K | 0.01% | +67+7.8% | Added |
| Eagle Bay Advisors LLC | 934 | $372.8K | 0.23% | −135−12.6% | Reduced |
| Cross Staff Investments Inc | 936 | $373.5K | 0.31% | 00.0% | Unchanged |
| HCR Wealth Advisors | 937 | $373.9K | 0.06% | −105−10.1% | Reduced |
| Mokosak Advisory Group, LLC | 940 | $375.1K | 0.12% | −18−1.9% | Reduced |
| Goepper Burkhardt LLC | 972 | $375.9K | 0.18% | 00.0% | Unchanged |
| Humankind Investments LLC | 946 | $377.5K | 0.10% | −130−12.1% | Reduced |
| New Hampshire Trust | 949 | $378.7K | 0.09% | −28−2.9% | Reduced |
| 9258 Wealth Management, LLC | 950 | $379.1K | 0.06% | −3−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 950 | $379.1K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 957 | $381.9K | 0.08% | +234+32.4% | Added |
| Sittner & Nelson, LLC | 959 | $382.7K | 0.19% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 958 | $383.0K | 0.00% | −516−35.0% | Reduced |
| Stokes Family Office, LLC | 965 | $385.1K | 0.05% | +110+12.9% | Added |
| Perissos Private Wealth Management, LLC | 966 | $385.5K | 0.35% | +966 | New |
| Epoch Investment Partners, Inc. | 967 | $385.9K | 0.00% | −222,601−99.6% | Reduced |
| Acropolis Investment Management, LLC | 968 | $386.3K | 0.03% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 970 | $387.1K | 0.10% | −40−4.0% | Reduced |
| First Affirmative Financial Network | 970 | $387.1K | 0.29% | +70+7.8% | Added |
| BSW Wealth Partners | 978 | $390.3K | 0.07% | +249+34.2% | Added |
| Eudaimonia Partners, LLC | 982 | $391.9K | 0.09% | +12+1.2% | Added |
| Bailard, Inc. | 984 | $392.7K | 0.01% | −112−10.2% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $395.1K | 0.15% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 996 | $397.0K | 0.03% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,180 | $398.1K | 0.16% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $399.1K | 0.17% | −130−11.5% | Reduced |
| Souders Financial Advisors | 1,000 | $399.1K | 0.06% | −3−0.3% | Reduced |
| Alta Advisers Ltd | 1,000 | $399.1K | 0.20% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,004 | $400.7K | 0.04% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,009 | $402.7K | 0.04% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,009 | $402.7K | 0.03% | +108+12.0% | Added |
| MONECO Advisors, LLC | 1,012 | $403.8K | 0.06% | +35+3.6% | Added |
| Tufton Capital Management | 1,018 | $406.3K | 0.08% | +25+2.5% | Added |
| D.B. Root & Company, LLC | 1,019 | $406.7K | 0.14% | +23+2.3% | Added |
| Systematic Alpha Investments, LLC | 1,029 | $410.7K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,030 | $411.1K | 0.12% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,030 | $411.1K | 0.02% | +1,030 | New |
| Wealthspire Advisors, LLC | 1,032 | $411.9K | 0.01% | −227−18.0% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $413.1K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 930 | $413.7K | 0.19% | −226−19.6% | Reduced |
| David Loasby | 1,059 | $414.0K | 0.04% | +209+24.6% | Added |
| Advisory Alpha, LLC | 1,038 | $414.3K | 0.02% | +1,038 | New |
| Financial Management Network Inc | 1,095 | $414.9K | 0.10% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,040 | $415.1K | 0.16% | +986+1,825.9% | Added |
| Moran Wealth Management, LLC | 1,042 | $415.9K | 0.01% | +316+43.5% | Added |
| Clifford Swan Investment Counsel LLC | 1,050 | $419.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 1,054 | $420.6K | 0.05% | +25+2.4% | Added |
| Everpar Advisors LLC | 1,061 | $423.4K | 0.26% | −190−15.2% | Reduced |
| Parnassus Investments | 1,062 | $423.8K | 0.00% | +1,062 | New |
| Wambolt & Associates, LLC | 1,077 | $425.3K | 0.13% | −533−33.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,067 | $425.8K | 0.04% | 00.0% | Unchanged |