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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 2,513 | $1.00M | 0.12% | −487−16.2% | Reduced |
| Joel Isaacson & Co., LLC | 2,513 | $1.00M | 0.05% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,517 | $1.00M | 0.12% | −67−2.6% | Reduced |
| Flputnam Investment Management Co | 2,527 | $1.01M | 0.02% | −444−14.9% | Reduced |
| Fulton Bank, N.A. | 2,528 | $1.01M | 0.04% | +301+13.5% | Added |
| Pinnacle Associates Ltd | 2,536 | $1.01M | 0.02% | −16−0.6% | Reduced |
| Brass Tax Wealth Management, Inc | 2,541 | $1.01M | 0.53% | +2,541 | New |
| Belpointe Asset Management LLC | 2,544 | $1.02M | 0.08% | +68+2.7% | Added |
| Warren Averett Asset Management, LLC | 2,552 | $1.02M | 0.02% | +544+27.1% | Added |
| Privium Fund Management (UK) Ltd | 2,590 | $1.02M | 0.51% | +2,590 | New |
| Schrum Private Wealth Management LLC | 2,569 | $1.03M | 0.93% | +950+58.7% | Added |
| Skopos Labs, Inc. | 2,608 | $1.03M | 0.44% | −37−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 2,582 | $1.03M | 0.12% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,594 | $1.04M | 0.01% | +72+2.9% | Added |
| Institute for Wealth Management, LLC. | 2,598 | $1.04M | 0.13% | −36−1.4% | Reduced |
| Buckingham Strategic Partners | 2,608 | $1.04M | 0.03% | +1,078+70.5% | Added |
| Marcum Wealth, LLC | 2,616 | $1.04M | 0.11% | −29−1.1% | Reduced |
| Hemington Wealth Management | 2,620 | $1.05M | 0.38% | −489−15.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,632 | $1.05M | 0.02% | +123+4.9% | Added |
| Nebula Research & Development LLC | 2,636 | $1.05M | 0.23% | +1,878+247.8% | Added |
| Wallace Hart LLC | 2,645 | $1.06M | 0.88% | +2,645 | New |
| Sunbelt Securities, Inc. | 2,657 | $1.06M | 0.12% | −123−4.4% | Reduced |
| Jackson Square Capital, LLC | 2,667 | $1.06M | 0.27% | −10−0.4% | Reduced |
| Prelude Capital Management, LLC | 2,670 | $1.07M | 0.07% | +711+36.3% | Added |
| Leonteq Securities AG | 2,703 | $1.08M | 0.15% | −531−16.4% | Reduced |
| Centaurus Financial, Inc. | 2,708 | $1.08M | 0.08% | +525+24.0% | Added |
| Premier Path Wealth Partners, LLC | 2,713 | $1.08M | 0.20% | −45−1.6% | Reduced |
| Wealth Alliance | 2,722 | $1.09M | 0.14% | +94+3.6% | Added |
| Tiaa Trust, National Association | 2,729 | $1.09M | 0.00% | +573+26.6% | Added |
| Diligent Investors, LLC | 2,733 | $1.09M | 0.27% | +500+22.4% | Added |
| Strategy Asset Managers LLC | 2,738 | $1.09M | 0.23% | −906−24.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,747 | $1.10M | 0.16% | +14+0.5% | Added |
| 1858 Wealth Management, LLC | 3,280 | $1.11M | 1.05% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,787 | $1.11M | 0.00% | −28−1.0% | Reduced |
| AlphaQ Advisors LLC | 2,791 | $1.11M | 0.67% | +2,791 | New |
| PFG Investments, LLC | 2,793 | $1.11M | 0.07% | +870+45.2% | Added |
| Concurrent Investment Advisors, LLC | 2,799 | $1.12M | 0.05% | +639+29.6% | Added |
| GAMMA Investing LLC | 2,804 | $1.12M | 0.23% | +527+23.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,832 | $1.13M | 0.12% | −84−2.9% | Reduced |
| Lake Street Advisors Group, LLC | 2,833 | $1.13M | 0.05% | +354+14.3% | Added |
| Benjamin Edwards Inc | 2,848 | $1.14M | 0.23% | +374+15.1% | Added |
| SRS Capital Advisors, Inc. | 2,853 | $1.14M | 0.12% | +8+0.3% | Added |
| Checchi Capital Advisers, LLC | 2,898 | $1.16M | 0.09% | +23+0.8% | Added |
| Colonial River Wealth Management, LLC | 2,899 | $1.16M | 0.65% | +2,899 | New |
| Insight Inv LLC | 2,920 | $1.17M | 1.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,951 | $1.18M | 0.08% | +166+6.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,961 | $1.18M | 0.07% | +60+2.1% | Added |
| Country Club Bank | 2,971 | $1.19M | 0.08% | −118−3.8% | Reduced |
| AlphaCentric Advisors LLC | 3,000 | $1.20M | 0.72% | −750−20.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,000 | $1.20M | 0.21% | −117−3.8% | Reduced |
| Albion Financial Group | 3,000 | $1.20M | 0.09% | 00.0% | Unchanged |
| Umpqua Bank | 3,004 | $1.20M | 0.49% | +3,004 | New |
| Bartlett & Co. Wealth Management LLC | 3,006 | $1.20M | 0.02% | −11−0.4% | Reduced |
| GeoWealth Management, LLC | 3,008 | $1.20M | 0.05% | +782+35.1% | Added |
| Leavell Investment Management, Inc. | 3,014 | $1.20M | 0.07% | +109+3.8% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.20M | 0.14% | −5,000−62.5% | Reduced |
| Qtron Investments LLC | 3,031 | $1.21M | 0.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,058 | $1.22M | 0.09% | −565−15.6% | Reduced |
| AE Wealth Management LLC | 3,070 | $1.23M | 0.01% | −27,983−90.1% | Reduced |
| Martin Currie Ltd | 3,092 | $1.23M | 0.04% | −523−14.5% | Reduced |
| Money Concepts Capital Corp | 3,096 | $1.24M | 0.11% | −47−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,313 | $1.24M | 0.04% | +364+12.3% | Added |
| Alera Investment Advisors, LLC | 3,125 | $1.25M | 0.17% | −4−0.1% | Reduced |
| Venture Visionary Partners LLC | 3,160 | $1.26M | 0.06% | +102+3.3% | Added |
| First National Trust Co | 3,178 | $1.27M | 0.05% | +51+1.6% | Added |
| Circle Wealth Management, LLC | 3,181 | $1.27M | 0.03% | +188+6.3% | Added |
| Ballentine Partners, LLC | 3,236 | $1.29M | 0.02% | +379+13.3% | Added |
| Field & Main Bank | 3,257 | $1.30M | 0.50% | +73+2.3% | Added |
| Quadcap Wealth Management, LLC | 3,260 | $1.30M | 0.30% | −338−9.4% | Reduced |
| Insigneo Advisory Services, LLC | 3,269 | $1.30M | 0.15% | +393+13.7% | Added |
| Americana Partners, LLC | 3,276 | $1.31M | 0.11% | −203−5.8% | Reduced |
| Equitable Trust Co | 3,299 | $1.32M | 0.09% | −300−8.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,300 | $1.32M | 0.09% | −45−1.3% | Reduced |
| M&G Plc | 3,303 | $1.32M | 0.01% | +3,303 | New |
| Sentry Investment Management LLC | 3,303 | $1.32M | 0.51% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,303 | $1.32M | 0.04% | +3,303 | New |
| CWA Asset Management Group, LLC | 3,321 | $1.33M | 0.08% | +1,330+66.8% | Added |
| Inspire Advisors, LLC | 3,323 | $1.33M | 0.18% | +173+5.5% | Added |
| Brandywine Managers, LLC | 3,333 | $1.33M | 1.31% | 00.0% | Unchanged |
| SWS Partners | 3,341 | $1.33M | 0.40% | −42−1.2% | Reduced |
| Sendero Wealth Management, LLC | 3,345 | $1.33M | 0.23% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,347 | $1.34M | 0.04% | −226−6.3% | Reduced |
| Martingale Asset Management L P | 3,349 | $1.34M | 0.03% | −3,496−51.1% | Reduced |
| Finivi Inc. | 3,355 | $1.34M | 1.21% | +241+7.7% | Added |
| Principle Wealth Partners LLC | 3,411 | $1.36M | 0.11% | +2,293+205.1% | Added |
| Bedel Financial Consulting, Inc. | 3,444 | $1.37M | 0.22% | 00.0% | Unchanged |
| Parkwood LLC | 3,462 | $1.38M | 0.15% | +3,462 | New |
| Highland Capital Management, LLC | 3,466 | $1.38M | 0.08% | +3,466 | New |
| Gilbert & Cook, Inc. | 3,469 | $1.38M | 0.19% | +32+0.9% | Added |
| First United Bank Trust | 3,493 | $1.39M | 0.52% | +370+11.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,507 | $1.40M | 0.16% | +90+2.6% | Added |
| HRT Financial LP | 3,530 | $1.41M | 0.01% | +3,530 | New |
| GraniteShares Advisors LLC | 3,536 | $1.41M | 0.75% | −50−1.4% | Reduced |
| Geller Advisors LLC | 3,546 | $1.42M | 0.11% | +65+1.9% | Added |
| Strategic Blueprint, LLC | 3,559 | $1.42M | 0.10% | +99+2.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,560 | $1.42M | 0.91% | −35−1.0% | Reduced |
| Ascent Group, LLC | 3,564 | $1.42M | 0.13% | +10+0.3% | Added |
| Wealthcare Advisory Partners LLC | 3,576 | $1.43M | 0.05% | +17+0.5% | Added |
| Knollwood Investment Advisory, LLC | 3,581 | $1.43M | 0.26% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,603 | $1.44M | 0.06% | +3,603 | New |