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 |
|---|---|---|---|---|---|
| AXS Investments LLC | 1,448 | $577.9K | 0.14% | +153+11.8% | Added |
| Mutual Advisors, LLC | 1,453 | $579.9K | 0.02% | +760+109.7% | Added |
| Biltmore Family Office, LLC | 1,460 | $582.7K | 0.11% | −30−2.0% | Reduced |
| Good Life Advisors, LLC | 1,465 | $584.7K | 0.05% | +1,465 | New |
| Weaver Capital Management LLC | 1,469 | $586.3K | 0.20% | +518+54.5% | Added |
| WealthPlan Investment Management, LLC | 1,470 | $586.7K | 0.09% | +300+25.6% | Added |
| Pure Financial Advisors, Inc. | 1,471 | $587.1K | 0.02% | +39+2.7% | Added |
| Prosperity Consulting Group, LLC | 1,472 | $587.5K | 0.07% | +348+31.0% | Added |
| CoreCap Advisors, LLC | 1,476 | $589.1K | 0.03% | +570+62.9% | Added |
| Cambridge Advisors Inc. | 1,478 | $589.9K | 0.14% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,478 | $589.9K | 0.01% | +40+2.8% | Added |
| Resonant Capital Advisors, LLC | 1,502 | $599.4K | 0.05% | +447+42.4% | Added |
| WBH Advisory Inc | 1,502 | $599.4K | 0.06% | +1,502 | New |
| Scientech Research LLC | 1,504 | $600.2K | 0.32% | +1,504 | New |
| Tradition Wealth Management, LLC | 1,506 | $601.0K | 0.06% | −257−14.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,510 | $602.6K | 0.11% | +49+3.4% | Added |
| J. W. Coons Advisors, LLC | 1,510 | $602.6K | 0.14% | +340+29.1% | Added |
| Cassady Schiller Wealth Management, LLC | 1,515 | $604.6K | 0.27% | +9+0.6% | Added |
| Davy Global Fund Management Ltd | 1,527 | $609.4K | 0.07% | −120−7.3% | Reduced |
| Proficio Capital Partners LLC | 1,529 | $610.2K | 0.07% | +23+1.5% | Added |
| Brown Brothers Harriman & Co | 1,533 | $611.8K | 0.00% | +722+89.0% | Added |
| Aviance Capital Partners, LLC | 1,533 | $611.8K | 0.09% | +1,533 | New |
| Waters Parkerson & Co., LLC | 1,535 | $613.0K | 0.03% | +5+0.3% | Added |
| Pallas Capital Advisors LLC | 1,537 | $613.4K | 0.03% | +16+1.1% | Added |
| Arkadios Wealth Advisors | 1,544 | $616.0K | 0.05% | −31−2.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,556 | $621.0K | 0.18% | +42+2.8% | Added |
| Credential Qtrade Securities Inc. | 1,558 | $621.8K | 0.03% | −97−5.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,559 | $622.2K | 0.06% | −82−5.0% | Reduced |
| Davis R M Inc | 1,565 | $624.6K | 0.01% | −92−5.6% | Reduced |
| 1776 Wealth LLC | 1,566 | $625.0K | 0.30% | −24−1.5% | Reduced |
| Vivid Wealth Management, LLC | 1,568 | $625.8K | 0.39% | +21+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,571 | $627.0K | 0.07% | +2+0.1% | Added |
| SPC Financial, Inc. | 1,574 | $628.2K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,690 | $632.3K | 0.16% | +51+3.1% | Added |
| Childress Capital Advisors, LLC | 1,585 | $632.6K | 0.18% | −26−1.6% | Reduced |
| Coastal Investment Advisors, Inc. | 1,587 | $633.4K | 0.13% | +102+6.9% | Added |
| Wormser Freres Gestion | 1,571 | $636.7K | 0.44% | −83−5.0% | Reduced |
| Integrated Advisors Network LLC | 1,600 | $638.5K | 0.03% | +2+0.1% | Added |
| IHT Wealth Management, LLC | 1,602 | $639.3K | 0.03% | +144+9.9% | Added |
| Grey Street Capital, LLC | 1,604 | $640.0K | 0.09% | +1,604 | New |
| Essex Financial Services, Inc. | 1,607 | $641.3K | 0.06% | +195+13.8% | Added |
| Terra Nova Asset Management LLC | 1,611 | $642.9K | 0.51% | +1,611 | New |
| FDx Advisors, Inc. | 1,613 | $644.0K | 0.10% | −2,131−56.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,615 | $644.5K | 0.26% | −33−2.0% | Reduced |
| Global Retirement Partners, LLC | 1,620 | $646.5K | 0.02% | −59−3.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $648.5K | 0.57% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,632 | $651.0K | 0.02% | −31,953−95.1% | Reduced |
| Chicago Trust Co NA | 1,633 | $651.7K | 0.13% | −9−0.5% | Reduced |
| Simon Quick Advisors, LLC | 1,645 | $656.5K | 0.05% | +266+19.3% | Added |
| Fulton Breakefield Broenniman LLC | 1,646 | $656.9K | 0.05% | +34+2.1% | Added |
| Parsons Capital Management Inc | 1,650 | $658.5K | 0.05% | +4+0.2% | Added |
| IFP Advisors, Inc | 1,662 | $663.1K | 0.03% | +109+7.0% | Added |
| Main Street Financial Solutions, LLC | 1,662 | $663.3K | 0.07% | −22−1.3% | Reduced |
| Private Portfolio Partners LLC | 1,663 | $663.7K | 0.14% | +19+1.2% | Added |
| Liberty Capital Management, Inc. | 1,665 | $664.5K | 0.16% | +850+104.3% | Added |
| NBT Bank N A | 1,667 | $665.3K | 0.05% | +75+4.7% | Added |
| Commerzbank Aktiengesellschaft | 1,672 | $667.0K | 0.02% | +361+27.5% | Added |
| Empower Advisory Group, LLC | 1,676 | $668.9K | 0.00% | +156+10.3% | Added |
| Heritage Trust Co | 1,678 | $669.7K | 0.09% | −59−3.4% | Reduced |
| RB Capital Management, LLC | 1,682 | $671.3K | 0.18% | +56+3.4% | Added |
| Aaron Wealth Advisors | 1,683 | $671.7K | 0.10% | −36−2.1% | Reduced |
| Morris Retirement Advisors, LLC | 1,692 | $675.1K | 0.40% | +946+126.8% | Added |
| All Terrain Financial Advisors, LLC | 1,699 | $678.1K | 0.29% | +1,699 | New |
| Financial Advocates Investment Management | 1,700 | $678.5K | 0.04% | +65+4.0% | Added |
| Camden Capital, LLC | 1,706 | $680.7K | 0.06% | −493−22.4% | Reduced |
| Gryphon Financial Partners LLC | 1,711 | $682.8K | 0.11% | +457+36.4% | Added |
| Anchor Investment Management, LLC | 1,714 | $684.0K | 0.07% | −2,649−60.7% | Reduced |
| Focus Financial Network, Inc. | 1,844 | $687.3K | 0.03% | +1,844 | New |
| Prairie Wealth Advisors, Inc. | 1,730 | $690.4K | 0.32% | +1,730 | New |
| Modera Wealth Management, LLC | 1,739 | $694.0K | 0.01% | +36+2.1% | Added |
| First Heartland Consultants, Inc. | 1,746 | $697.0K | 0.07% | −24−1.4% | Reduced |
| Park National Corp | 1,750 | $698.4K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,753 | $699.6K | 0.05% | +73+4.3% | Added |
| Missouri Trust & Investment Co | 1,755 | $700.4K | 0.27% | 00.0% | Unchanged |
| Guardian Capital LP | 1,759 | $702.0K | 0.02% | +1,759 | New |
| Lewis Asset Management, LLC | 1,765 | $704.4K | 0.58% | +8+0.5% | Added |
| Ellerson Group Inc | 1,770 | $706.4K | 0.54% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 1,770 | $706.4K | 0.28% | +1,770 | New |
| Waterloo Capital, L.P. | 1,775 | $708.4K | 0.09% | +259+17.1% | Added |
| Patron Partners Advisors, LLC | 1,776 | $708.8K | 0.43% | +67+3.9% | Added |
| Avantax Planning Partners, Inc. | 1,779 | $710.0K | 0.02% | +292+19.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,785 | $712.4K | 0.46% | −361−16.8% | Reduced |
| Trust Point Inc. | 1,810 | $722.4K | 0.06% | +438+31.9% | Added |
| Caldwell Trust Co | 1,810 | $722.4K | 0.08% | +84+4.9% | Added |
| Farther Finance Advisors, LLC | 1,831 | $722.9K | 0.04% | +542+42.0% | Added |
| Dana Investment Advisors, Inc. | 1,814 | $723.9K | 0.02% | −114−5.9% | Reduced |
| Virtue Capital Management, LLC | 1,899 | $732.8K | 0.13% | +51+2.8% | Added |
| Zega Financial, LLC | 1,837 | $733.1K | 0.32% | −175−8.7% | Reduced |
| Voya Financial Advisors, Inc. | 1,835 | $734.2K | 0.08% | −212−10.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,846 | $736.7K | 0.11% | −54−2.8% | Reduced |
| CX Institutional | 1,860 | $742.3K | 0.04% | −32−1.7% | Reduced |
| JGP Wealth Management, LLC | 1,866 | $744.7K | 0.11% | +1,866 | New |
| Legacy Financial Advisors, Inc. | 1,875 | $748.3K | 0.13% | +101+5.7% | Added |
| Park Place Capital Corp | 1,886 | $752.7K | 0.27% | −81−4.1% | Reduced |
| Monetary Management Group Inc | 1,895 | $756.3K | 0.21% | −20−1.0% | Reduced |
| Altfest L J & Co Inc | 1,905 | $760.0K | 0.11% | −341−15.2% | Reduced |
| OneAscent Wealth Management LLC | 1,906 | $761.0K | 0.29% | −397−17.2% | Reduced |
| Ausdal Financial Partners, Inc. | 1,918 | $765.5K | 0.09% | −274−12.5% | Reduced |
| Tobam | 1,920 | $766.0K | 0.07% | −98−4.9% | Reduced |
| Wexford Capital LP | 1,920 | $766.3K | 0.16% | +1,920 | New |