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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 2,898 | $1.16M | 0.09% | +23+0.8% | Added |
| SRS Capital Advisors, Inc. | 2,853 | $1.14M | 0.12% | +8+0.3% | Added |
| Benjamin Edwards Inc | 2,848 | $1.14M | 0.23% | +374+15.1% | Added |
| Lake Street Advisors Group, LLC | 2,833 | $1.13M | 0.05% | +354+14.3% | Added |
| Sound View Wealth Advisors Group, LLC | 2,832 | $1.13M | 0.12% | −84−2.9% | Reduced |
| GAMMA Investing LLC | 2,804 | $1.12M | 0.23% | +527+23.1% | Added |
| Concurrent Investment Advisors, LLC | 2,799 | $1.12M | 0.05% | +639+29.6% | Added |
| PFG Investments, LLC | 2,793 | $1.11M | 0.07% | +870+45.2% | Added |
| AlphaQ Advisors LLC | 2,791 | $1.11M | 0.67% | +2,791 | New |
| Impax Asset Management Group plc | 2,787 | $1.11M | 0.00% | −28−1.0% | Reduced |
| 1858 Wealth Management, LLC | 3,280 | $1.11M | 1.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,747 | $1.10M | 0.16% | +14+0.5% | Added |
| Strategy Asset Managers LLC | 2,738 | $1.09M | 0.23% | −906−24.9% | Reduced |
| Diligent Investors, LLC | 2,733 | $1.09M | 0.27% | +500+22.4% | Added |
| Tiaa Trust, National Association | 2,729 | $1.09M | 0.00% | +573+26.6% | Added |
| Wealth Alliance | 2,722 | $1.09M | 0.14% | +94+3.6% | Added |
| Premier Path Wealth Partners, LLC | 2,713 | $1.08M | 0.20% | −45−1.6% | Reduced |
| Centaurus Financial, Inc. | 2,708 | $1.08M | 0.08% | +525+24.0% | Added |
| Leonteq Securities AG | 2,703 | $1.08M | 0.15% | −531−16.4% | Reduced |
| Prelude Capital Management, LLC | 2,670 | $1.07M | 0.07% | +711+36.3% | Added |
| Jackson Square Capital, LLC | 2,667 | $1.06M | 0.27% | −10−0.4% | Reduced |
| Sunbelt Securities, Inc. | 2,657 | $1.06M | 0.12% | −123−4.4% | Reduced |
| Wallace Hart LLC | 2,645 | $1.06M | 0.88% | +2,645 | New |
| Nebula Research & Development LLC | 2,636 | $1.05M | 0.23% | +1,878+247.8% | Added |
| Douglass Winthrop Advisors, LLC | 2,632 | $1.05M | 0.02% | +123+4.9% | Added |
| Hemington Wealth Management | 2,620 | $1.05M | 0.38% | −489−15.7% | Reduced |
| Marcum Wealth, LLC | 2,616 | $1.04M | 0.11% | −29−1.1% | Reduced |
| Buckingham Strategic Partners | 2,608 | $1.04M | 0.03% | +1,078+70.5% | Added |
| Institute for Wealth Management, LLC. | 2,598 | $1.04M | 0.13% | −36−1.4% | Reduced |
| Scotia Capital Inc. | 2,594 | $1.04M | 0.01% | +72+2.9% | Added |
| Northern Oak Wealth Management Inc | 2,582 | $1.03M | 0.12% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,608 | $1.03M | 0.44% | −37−1.4% | Reduced |
| Schrum Private Wealth Management LLC | 2,569 | $1.03M | 0.93% | +950+58.7% | Added |
| Privium Fund Management (UK) Ltd | 2,590 | $1.02M | 0.51% | +2,590 | New |
| Warren Averett Asset Management, LLC | 2,552 | $1.02M | 0.02% | +544+27.1% | Added |
| Belpointe Asset Management LLC | 2,544 | $1.02M | 0.08% | +68+2.7% | Added |
| Brass Tax Wealth Management, Inc | 2,541 | $1.01M | 0.53% | +2,541 | New |
| Pinnacle Associates Ltd | 2,536 | $1.01M | 0.02% | −16−0.6% | Reduced |
| Fulton Bank, N.A. | 2,528 | $1.01M | 0.04% | +301+13.5% | Added |
| Flputnam Investment Management Co | 2,527 | $1.01M | 0.02% | −444−14.9% | Reduced |
| FourThought Financial Partners, LLC | 2,517 | $1.00M | 0.12% | −67−2.6% | Reduced |
| 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 |
| Heartland Bank & Trust Co | 2,503 | $998.9K | 0.58% | −234−8.5% | Reduced |
| Fielder Capital Group LLC | 2,501 | $998.1K | 0.45% | +8+0.3% | Added |
| Stone Run Capital, LLC | 2,500 | $997.7K | 0.38% | 00.0% | Unchanged |
| Conning Inc. | 2,495 | $995.7K | 0.03% | −60−2.3% | Reduced |
| 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 |
| Atwater Malick LLC | 2,475 | $987.7K | 0.35% | +14+0.6% | Added |
| United Advisor Group, LLC | 2,474 | $987.3K | 0.37% | +2,474 | New |
| Tiemann Investment Advisors, LLC | 2,447 | $976.6K | 0.44% | −50−2.0% | Reduced |
| La Financiere de L'Echiquier | 2,444 | $975.4K | 0.04% | −961−28.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,430 | $969.8K | 0.10% | +75+3.2% | Added |
| Stonegate Investment Group, LLC | 2,425 | $967.8K | 0.03% | −180−6.9% | Reduced |
| Trust Co of Virginia | 2,421 | $966.2K | 0.09% | −155−6.0% | Reduced |
| KCM Investment Advisors LLC | 2,418 | $965.0K | 0.04% | −68−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,555 | $963.4K | 0.04% | +162+6.8% | Added |
| Catalina Capital Group, LLC | 2,401 | $958.2K | 0.41% | +573+31.3% | Added |
| Accuvest Global Advisors | 2,400 | $958.0K | 0.42% | +2,400 | New |
| Rational Advisors LLC | 2,400 | $957.8K | 0.09% | +2,400 | New |
| NVWM, LLC | 2,400 | $957.8K | 0.26% | +2,400 | New |
| Catalytic Wealth RIA, LLC | 2,388 | $953.0K | 0.19% | +651+37.5% | Added |
| Moseley Investment Management Inc | 2,379 | $949.4K | 0.47% | −112−4.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,376 | $948.2K | 0.10% | +5+0.2% | Added |
| Synovus Financial Corp | 2,356 | $940.3K | 0.01% | −10−0.4% | Reduced |
| American National Bank & Trust Co | 2,349 | $937.4K | 0.22% | +2,349 | New |
| Central Trust Co | 2,339 | $933.5K | 0.02% | +154+7.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,340 | $933.0K | 0.08% | +1,500+178.6% | Added |
| Harrington Investments, INC | 2,333 | $931.1K | 0.53% | +242+11.6% | Added |
| Western Pacific Wealth Management, LP | 2,332 | $930.7K | 0.68% | −22−0.9% | Reduced |
| Change Path, LLC | 2,324 | $927.0K | 0.04% | +678+41.2% | Added |
| We Are One Seven, LLC | 2,321 | $926.3K | 0.05% | −180−7.2% | Reduced |
| SpiderRock Advisors, LLC | 2,354 | $924.2K | 0.03% | +2,354 | New |
| Fidelis Capital Partners, LLC | 2,315 | $923.9K | 0.14% | +491+26.9% | Added |
| Manchester Capital Management LLC | 2,314 | $923.5K | 0.11% | +251+12.2% | Added |
| Midwest Professional Planners, LTD. | 2,307 | $920.7K | 0.32% | +175+8.2% | Added |
| Everhart Financial Group, Inc. | 2,306 | $920.3K | 0.27% | +355+18.2% | Added |
| La Banque Postale Asset Management SA | 2,290 | $913.9K | 0.04% | −10,654−82.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,288 | $912.8K | 0.03% | +359+18.6% | Added |
| Boomfish Wealth Group, LLC | 2,285 | $911.9K | 0.61% | −6−0.3% | Reduced |
| Lebenthal Global Advisors, LLC | 2,271 | $906.3K | 0.20% | +195+9.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,269 | $905.5K | 0.04% | +551+32.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,265 | $903.9K | 0.07% | +39+1.8% | Added |
| Chesapeake Wealth Management | 2,252 | $898.7K | 0.33% | +13+0.6% | Added |
| Capstone Wealth Management Group, LLC | 2,251 | $898.4K | 0.64% | +2,251 | New |
| S&CO Inc | 2,245 | $895.0K | 0.06% | +2,245 | New |
| USA Financial Portformulas Corp | 2,240 | $894.0K | 0.14% | +2,198+5,233.3% | Added |
| Eastern Bank | 2,240 | $894.0K | 0.04% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 2,234 | $891.6K | 0.08% | +2,234 | New |
| Waldron Private Wealth LLC | 2,215 | $884.0K | 0.04% | +109+5.2% | Added |
| International Assets Investment Management, LLC | 2,234 | $882.1K | 0.09% | +198+9.7% | Added |
| Legacy Wealth Management, LLC | 2,210 | $882.0K | 0.40% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,208 | $881.2K | 0.06% | −66−2.9% | Reduced |
| LaFleur & Godfrey LLC | 2,206 | $880.4K | 0.13% | −170−7.2% | Reduced |
| Empirical Asset Management, LLC | 2,205 | $880.0K | 0.42% | +2,205 | New |
| Bellecapital International Ltd. | 2,201 | $878.4K | 0.19% | −43−1.9% | Reduced |
| EagleClaw Capital Managment, LLC | 2,200 | $878.0K | 0.16% | −50−2.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,191 | $874.4K | 0.07% | −1,262−36.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,190 | $874.0K | 0.01% | +203+10.2% | Added |