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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,121 | $427.0K | 0.02% | −168−13.0% | Reduced |
| Accredited Investors Inc. | 1,073 | $428.2K | 0.03% | +70+7.0% | Added |
| Sharp Financial Services, LLC | 1,075 | $429.0K | 0.40% | −15−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,076 | $429.4K | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,077 | $429.8K | 0.04% | +85+8.6% | Added |
| Trueblood Wealth Management, LLC | 1,079 | $430.6K | 0.25% | +73+7.3% | Added |
| KPP Advisory Services LLC | 1,080 | $431.0K | 0.12% | +218+25.3% | Added |
| Financial Perspectives, Inc | 1,091 | $435.4K | 0.17% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 1,133 | $435.8K | 0.38% | +214+23.3% | Added |
| Connecticut Wealth Management, LLC | 1,096 | $437.2K | 0.02% | +15+1.4% | Added |
| Wolff Wiese Magana LLC | 1,096 | $437.4K | 0.38% | +4+0.4% | Added |
| Contravisory Investment Management, Inc. | 1,097 | $437.8K | 0.10% | −14−1.3% | Reduced |
| Naples Global Advisors, LLC | 1,098 | $438.2K | 0.04% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,106 | $441.4K | 0.10% | −9−0.8% | Reduced |
| TRUE Private Wealth Advisors | 1,109 | $442.4K | 0.05% | −27−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,114 | $444.5K | 0.04% | +117+11.7% | Added |
| Merriman Wealth Management, LLC | 1,116 | $445.4K | 0.02% | +1,116 | New |
| ZWJ Investment Counsel Inc | 1,120 | $447.0K | 0.02% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,122 | $447.8K | 0.30% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,124 | $448.6K | 0.12% | −57−4.8% | Reduced |
| Hall Laurie J Trustee | 1,125 | $449.0K | 0.16% | −50−4.3% | Reduced |
| Investment Partners, Ltd. | 1,131 | $451.4K | 0.20% | +36+3.3% | Added |
| Moors & Cabot, Inc. | 1,133 | $452.2K | 0.02% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,137 | $453.8K | 0.07% | +1,137 | New |
| Rossmore Private Capital | 1,139 | $454.6K | 0.06% | +14+1.2% | Added |
| Evercore Wealth Management, LLC | 1,140 | $455.0K | 0.01% | +54+5.0% | Added |
| Legacy Advisors, LLC | 1,140 | $455.1K | 0.06% | +1,140 | New |
| AlphaCore Capital LLC | 1,146 | $457.4K | 0.12% | +1,146 | New |
| Ignite Planners, LLC | 1,164 | $459.6K | 0.13% | −72−5.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,152 | $459.8K | 0.08% | +15+1.3% | Added |
| First Manhattan Co | 1,155 | $460.9K | 0.00% | +154+15.4% | Added |
| Unique Wealth Strategies, LLC | 1,160 | $462.9K | 0.23% | +1,160 | New |
| Interchange Capital Partners, LLC | 1,141 | $462.9K | 0.31% | −69−5.7% | Reduced |
| Paradigm Financial Partners, LLC | 1,163 | $464.1K | 0.10% | +1,163 | New |
| L2 Asset Management, LLC | 1,166 | $465.3K | 0.15% | +9+0.8% | Added |
| Ameritas Advisory Services, LLC | 1,228 | $466.5K | 0.02% | −628−33.8% | Reduced |
| Apriem Advisors | 1,183 | $472.1K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,184 | $472.5K | 0.02% | +1,184 | New |
| Avenue 1 Advisors, LLC | 1,185 | $472.9K | 0.19% | −8−0.7% | Reduced |
| Yarbrough Capital, LLC | 1,190 | $474.9K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,190 | $474.9K | 0.36% | +5+0.4% | Added |
| RHS Financial, LLC | 1,199 | $478.5K | 0.28% | −20−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,199 | $478.5K | 0.07% | +371+44.8% | Added |
| Planning Center, Inc. | 1,201 | $479.3K | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,201 | $479.3K | 0.08% | +141+13.3% | Added |
| Guerra Pan Advisors, LLC | 1,206 | $481.3K | 0.45% | +309+34.4% | Added |
| Pegasus Partners Ltd. | 1,209 | $482.5K | 0.05% | −248−17.0% | Reduced |
| Mitchell Sinkler & Starr | 1,215 | $484.9K | 0.12% | −407−25.1% | Reduced |
| Channel Wealth LLC | 1,218 | $486.1K | 0.20% | −5−0.4% | Reduced |
| Drive Wealth Management, LLC | 1,221 | $487.3K | 0.14% | −16−1.3% | Reduced |
| TrinityPoint Wealth, LLC | 1,225 | $488.9K | 0.08% | +144+13.3% | Added |
| Allstate Corp | 1,227 | $489.7K | 0.03% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,229 | $490.5K | 0.07% | +66+5.7% | Added |
| Csenge Advisory Group | 1,229 | $490.5K | 0.03% | +173+16.4% | Added |
| Choate Investment Advisors | 1,230 | $490.9K | 0.01% | +2+0.2% | Added |
| Investmark Advisory Group LLC | 1,232 | $491.7K | 0.27% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,236 | $493.3K | 0.12% | +12+1.0% | Added |
| First Business Financial Services, Inc. | 1,240 | $494.9K | 0.05% | −255−17.1% | Reduced |
| KRS Capital Management, LLC | 1,240 | $494.9K | 0.40% | +205+19.8% | Added |
| True North Advisors, LLC | 1,248 | $498.1K | 0.14% | −202−13.9% | Reduced |
| First Dallas Securities Inc. | 1,250 | $499.0K | 0.23% | −5−0.4% | Reduced |
| Aigen Investment Management, LP | 1,251 | $499.3K | 0.11% | +1,251 | New |
| Ashton Thomas Private Wealth, LLC | 1,266 | $505.2K | 0.03% | +178+16.4% | Added |
| Worldquant Millennium Advisors LLC | 1,267 | $505.6K | 0.01% | +1,267 | New |
| Private Wealth Partners, LLC | 1,268 | $506.0K | 0.04% | −1,650−56.5% | Reduced |
| DGS Capital Management, LLC | 1,275 | $508.8K | 0.14% | +408+47.1% | Added |
| Concord Wealth Partners | 1,275 | $508.8K | 0.09% | +1,062+498.6% | Added |
| Green Alpha Advisors, LLC | 1,278 | $510.0K | 0.37% | −11−0.9% | Reduced |
| American State Bank (Iowa) | 1,282 | $511.6K | 0.34% | −451−26.0% | Reduced |
| TFB Advisors LLC | 1,383 | $514.1K | 0.19% | +1,383 | New |
| Quent Capital, LLC | 1,303 | $520.0K | 0.06% | +43+3.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,307 | $521.6K | 0.08% | +200+18.1% | Added |
| Quotient Wealth Partners, LLC | 1,307 | $521.6K | 0.02% | +28+2.2% | Added |
| TFC Financial Management | 1,317 | $525.6K | 0.09% | −41−3.0% | Reduced |
| Oarsman Capital, Inc. | 1,318 | $526.0K | 0.13% | −163−11.0% | Reduced |
| Kovack Advisors, Inc. | 1,320 | $526.8K | 0.06% | −30−2.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,330 | $530.8K | 0.14% | +1,330 | New |
| Advisors Capital Management, LLC | 1,331 | $531.0K | 0.01% | +53+4.1% | Added |
| Invesco, LLC | 1,332 | $531.6K | 0.23% | −100−7.0% | Reduced |
| Mather Group, LLC. | 1,584 | $534.3K | 0.01% | −101−6.0% | Reduced |
| Navalign, LLC | 1,350 | $538.8K | 0.18% | −450−25.0% | Reduced |
| Resources Management Corp | 1,350 | $539.0K | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,351 | $539.2K | 0.03% | −43−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,360 | $542.8K | 0.08% | +19+1.4% | Added |
| Financial Management Professionals, Inc. | 1,364 | $544.0K | 0.08% | +1+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 1,364 | $544.4K | 0.02% | −36−2.6% | Reduced |
| MBB Public Markets I LLC | 1,366 | $545.2K | 0.03% | +1,366 | New |
| Sage Mountain Advisors LLC | 1,368 | $546.0K | 0.06% | +38+2.9% | Added |
| WSFS Capital Management, LLC | 1,376 | $548.9K | 0.03% | −75−5.2% | Reduced |
| PDS Planning, Inc | 1,387 | $553.5K | 0.06% | +44+3.3% | Added |
| Covenant Partners, LLC | 1,396 | $557.1K | 0.16% | −182−11.5% | Reduced |
| Clear Creek Financial Management, LLC | 1,402 | $559.5K | 0.07% | −279−16.6% | Reduced |
| Ofi Invest Asset Management | 1,515 | $559.8K | 0.02% | −649−30.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $559.9K | 0.02% | −19−1.3% | Reduced |
| SFE Investment Counsel | 1,410 | $562.7K | 0.13% | −2−0.1% | Reduced |
| Harbour Investments, Inc. | 1,426 | $569.1K | 0.02% | +37+2.7% | Added |
| TSFG, LLC | 1,430 | $571.0K | 0.14% | −4−0.3% | Reduced |
| Guardian Financial Partners, LLC | 1,440 | $574.7K | 0.39% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,441 | $575.1K | 0.04% | +58+4.2% | Added |
| Lindbrook Capital, LLC | 1,448 | $577.9K | 0.05% | +52+3.7% | Added |