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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 1,921 | $766.7K | 0.09% | +6+0.3% | Added |
| Brevan Howard Capital Management LP | 1,933 | $771.4K | 0.07% | −1,744−47.4% | Reduced |
| Founders Financial Securities LLC | 1,934 | $771.8K | 0.08% | −551−22.2% | Reduced |
| Forum Financial Management, LP | 1,937 | $773.0K | 0.01% | +1+0.1% | Added |
| AMG National Trust Bank | 1,939 | $773.8K | 0.02% | +105+5.7% | Added |
| Liberty One Investment Management, LLC | 1,946 | $776.6K | 0.09% | −691−26.2% | Reduced |
| Ellevest, Inc. | 1,971 | $786.6K | 0.05% | −25−1.3% | Reduced |
| Smartleaf Asset Management LLC | 1,967 | $787.0K | 0.15% | +596+43.5% | Added |
| Portfolio Design Labs, LLC | 1,979 | $789.8K | 0.27% | −42−2.1% | Reduced |
| Rowland & Co Investment Counsel | 1,982 | $791.0K | 0.17% | +20+1.0% | Added |
| Heritage Wealth Advisors | 1,992 | $795.0K | 0.04% | 00.0% | Unchanged |
| NCP Inc. | 2,000 | $798.2K | 0.55% | +2,000 | New |
| Two Sigma Investments, LP | 2,003 | $799.4K | 0.00% | −150,408−98.7% | Reduced |
| Mendel Money Management | 2,007 | $801.0K | 0.37% | +11+0.6% | Added |
| Meitav Dash Investments Ltd | 2,009 | $801.8K | 0.02% | +2,009 | New |
| J.W. Cole Advisors, Inc. | 2,017 | $805.2K | 0.04% | −46−2.2% | Reduced |
| Centennial Bank | 2,018 | $805.4K | 0.41% | +125+6.6% | Added |
| CM Wealth Advisors LLC | 2,076 | $806.8K | 0.23% | +2,076 | New |
| K.J. Harrison & Partners Inc | 2,024 | $807.8K | 0.12% | +2,024 | New |
| Guardian Wealth Advisors, LLC | 2,030 | $810.2K | 0.10% | −6−0.3% | Reduced |
| Clare Market Investments LLC | 2,035 | $812.1K | 0.25% | +590+40.8% | Added |
| Virtus ETF Advisers LLC | 2,042 | $814.9K | 0.43% | −100−4.7% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $815.7K | 0.57% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,100 | $816.0K | 4.42% | 00.0% | Unchanged |
| Michael B. Yongue | 2,051 | $818.5K | 0.72% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,052 | $818.9K | 0.07% | −53−2.5% | Reduced |
| Wealth Architects, LLC | 2,063 | $823.3K | 0.11% | +8+0.4% | Added |
| Granite Group Advisors, LLC | 2,066 | $824.5K | 0.56% | 00.0% | Unchanged |
| Friedenthal Financial | 2,074 | $827.7K | 0.51% | +2,074 | New |
| Citizens Financial Group Inc | 2,075 | $828.1K | 0.03% | +794+62.0% | Added |
| Allegheny Financial Group LTD | 2,081 | $830.5K | 0.26% | −376−15.3% | Reduced |
| 17 Capital Partners, LLC | 2,084 | $831.7K | 0.62% | −50−2.3% | Reduced |
| Graypoint LLC | 2,092 | $834.9K | 0.06% | +142+7.3% | Added |
| Clarius Group, LLC | 2,097 | $836.9K | 0.06% | −404−16.2% | Reduced |
| Alpha Family Trust | 2,125 | $848.1K | 0.51% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,137 | $852.9K | 0.07% | −150−6.6% | Reduced |
| Eqis Capital Management, Inc. | 2,140 | $854.1K | 0.07% | −83−3.7% | Reduced |
| Ancora Advisors, LLC | 2,143 | $855.2K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,145 | $856.0K | 0.03% | −430−16.7% | Reduced |
| RSM US Wealth Management LLC | 2,169 | $865.6K | 0.02% | +154+7.6% | Added |
| Avitas Wealth Management LLC | 2,171 | $866.4K | 0.13% | −21−1.0% | Reduced |
| Senator Investment Group LP | 2,174 | $867.6K | 0.04% | −99,533−97.9% | Reduced |
| OneAscent Financial Services LLC | 2,185 | $872.0K | 0.10% | −85−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,190 | $874.0K | 0.01% | +203+10.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,191 | $874.4K | 0.07% | −1,262−36.5% | Reduced |
| EagleClaw Capital Managment, LLC | 2,200 | $878.0K | 0.16% | −50−2.2% | Reduced |
| Bellecapital International Ltd. | 2,201 | $878.4K | 0.19% | −43−1.9% | Reduced |
| Empirical Asset Management, LLC | 2,205 | $880.0K | 0.42% | +2,205 | New |
| LaFleur & Godfrey LLC | 2,206 | $880.4K | 0.13% | −170−7.2% | Reduced |
| Rothschild Investment LLC | 2,208 | $881.2K | 0.06% | −66−2.9% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $882.0K | 0.40% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,234 | $882.1K | 0.09% | +198+9.7% | Added |
| Waldron Private Wealth LLC | 2,215 | $884.0K | 0.04% | +109+5.2% | Added |
| BTC Capital Management, Inc. | 2,234 | $891.6K | 0.08% | +2,234 | New |
| Eastern Bank | 2,240 | $894.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,240 | $894.0K | 0.14% | +2,198+5,233.3% | Added |
| S&CO Inc | 2,245 | $895.0K | 0.06% | +2,245 | New |
| Capstone Wealth Management Group, LLC | 2,251 | $898.4K | 0.64% | +2,251 | New |
| Chesapeake Wealth Management | 2,252 | $898.7K | 0.33% | +13+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,265 | $903.9K | 0.07% | +39+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,269 | $905.5K | 0.04% | +551+32.1% | Added |
| Lebenthal Global Advisors, LLC | 2,271 | $906.3K | 0.20% | +195+9.4% | Added |
| Boomfish Wealth Group, LLC | 2,285 | $911.9K | 0.61% | −6−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,288 | $912.8K | 0.03% | +359+18.6% | Added |
| La Banque Postale Asset Management SA | 2,290 | $913.9K | 0.04% | −10,654−82.3% | Reduced |
| Everhart Financial Group, Inc. | 2,306 | $920.3K | 0.27% | +355+18.2% | Added |
| Midwest Professional Planners, LTD. | 2,307 | $920.7K | 0.32% | +175+8.2% | Added |
| Manchester Capital Management LLC | 2,314 | $923.5K | 0.11% | +251+12.2% | Added |
| Fidelis Capital Partners, LLC | 2,315 | $923.9K | 0.14% | +491+26.9% | Added |
| SpiderRock Advisors, LLC | 2,354 | $924.2K | 0.03% | +2,354 | New |
| We Are One Seven, LLC | 2,321 | $926.3K | 0.05% | −180−7.2% | Reduced |
| Change Path, LLC | 2,324 | $927.0K | 0.04% | +678+41.2% | Added |
| Western Pacific Wealth Management, LP | 2,332 | $930.7K | 0.68% | −22−0.9% | Reduced |
| Harrington Investments, INC | 2,333 | $931.1K | 0.53% | +242+11.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,340 | $933.0K | 0.08% | +1,500+178.6% | Added |
| Central Trust Co | 2,339 | $933.5K | 0.02% | +154+7.0% | Added |
| American National Bank & Trust Co | 2,349 | $937.4K | 0.22% | +2,349 | New |
| Synovus Financial Corp | 2,356 | $940.3K | 0.01% | −10−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,376 | $948.2K | 0.10% | +5+0.2% | Added |
| Moseley Investment Management Inc | 2,379 | $949.4K | 0.47% | −112−4.5% | Reduced |
| Catalytic Wealth RIA, LLC | 2,388 | $953.0K | 0.19% | +651+37.5% | Added |
| Rational Advisors LLC | 2,400 | $957.8K | 0.09% | +2,400 | New |
| NVWM, LLC | 2,400 | $957.8K | 0.26% | +2,400 | New |
| Accuvest Global Advisors | 2,400 | $958.0K | 0.42% | +2,400 | New |
| Catalina Capital Group, LLC | 2,401 | $958.2K | 0.41% | +573+31.3% | Added |
| Chicago Partners Investment Group LLC | 2,555 | $963.4K | 0.04% | +162+6.8% | Added |
| KCM Investment Advisors LLC | 2,418 | $965.0K | 0.04% | −68−2.7% | Reduced |
| Trust Co of Virginia | 2,421 | $966.2K | 0.09% | −155−6.0% | Reduced |
| Stonegate Investment Group, LLC | 2,425 | $967.8K | 0.03% | −180−6.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,430 | $969.8K | 0.10% | +75+3.2% | Added |
| La Financiere de L'Echiquier | 2,444 | $975.4K | 0.04% | −961−28.2% | Reduced |
| Tiemann Investment Advisors, LLC | 2,447 | $976.6K | 0.44% | −50−2.0% | Reduced |
| United Advisor Group, LLC | 2,474 | $987.3K | 0.37% | +2,474 | New |
| Atwater Malick LLC | 2,475 | $987.7K | 0.35% | +14+0.6% | Added |
| Clarkston Capital Partners, LLC | 2,482 | $990.5K | 0.02% | +37+1.5% | Added |
| Jones Financial Companies LLLP | 2,482 | $990.5K | 0.00% | +2,050+474.5% | Added |
| Conning Inc. | 2,495 | $995.7K | 0.03% | −60−2.3% | Reduced |
| Stone Run Capital, LLC | 2,500 | $997.7K | 0.38% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,501 | $998.1K | 0.45% | +8+0.3% | Added |
| Heartland Bank & Trust Co | 2,503 | $998.9K | 0.58% | −234−8.5% | Reduced |