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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 2,185 | $872.0K | 0.10% | −85−3.7% | Reduced |
| Senator Investment Group LP | 2,174 | $867.6K | 0.04% | −99,533−97.9% | Reduced |
| Avitas Wealth Management LLC | 2,171 | $866.4K | 0.13% | −21−1.0% | Reduced |
| RSM US Wealth Management LLC | 2,169 | $865.6K | 0.02% | +154+7.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,145 | $856.0K | 0.03% | −430−16.7% | Reduced |
| Ancora Advisors, LLC | 2,143 | $855.2K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,140 | $854.1K | 0.07% | −83−3.7% | Reduced |
| Howard Capital Management Group, LLC | 2,137 | $852.9K | 0.07% | −150−6.6% | Reduced |
| Alpha Family Trust | 2,125 | $848.1K | 0.51% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,097 | $836.9K | 0.06% | −404−16.2% | Reduced |
| Graypoint LLC | 2,092 | $834.9K | 0.06% | +142+7.3% | Added |
| 17 Capital Partners, LLC | 2,084 | $831.7K | 0.62% | −50−2.3% | Reduced |
| Allegheny Financial Group LTD | 2,081 | $830.5K | 0.26% | −376−15.3% | Reduced |
| Citizens Financial Group Inc | 2,075 | $828.1K | 0.03% | +794+62.0% | Added |
| Friedenthal Financial | 2,074 | $827.7K | 0.51% | +2,074 | New |
| Granite Group Advisors, LLC | 2,066 | $824.5K | 0.56% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,063 | $823.3K | 0.11% | +8+0.4% | Added |
| Verdence Capital Advisors LLC | 2,052 | $818.9K | 0.07% | −53−2.5% | Reduced |
| Michael B. Yongue | 2,051 | $818.5K | 0.72% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,100 | $816.0K | 4.42% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 2,044 | $815.7K | 0.57% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,042 | $814.9K | 0.43% | −100−4.7% | Reduced |
| Clare Market Investments LLC | 2,035 | $812.1K | 0.25% | +590+40.8% | Added |
| Guardian Wealth Advisors, LLC | 2,030 | $810.2K | 0.10% | −6−0.3% | Reduced |
| K.J. Harrison & Partners Inc | 2,024 | $807.8K | 0.12% | +2,024 | New |
| CM Wealth Advisors LLC | 2,076 | $806.8K | 0.23% | +2,076 | New |
| Centennial Bank | 2,018 | $805.4K | 0.41% | +125+6.6% | Added |
| J.W. Cole Advisors, Inc. | 2,017 | $805.2K | 0.04% | −46−2.2% | Reduced |
| Meitav Dash Investments Ltd | 2,009 | $801.8K | 0.02% | +2,009 | New |
| Mendel Money Management | 2,007 | $801.0K | 0.37% | +11+0.6% | Added |
| Two Sigma Investments, LP | 2,003 | $799.4K | 0.00% | −150,408−98.7% | Reduced |
| NCP Inc. | 2,000 | $798.2K | 0.55% | +2,000 | New |
| Heritage Wealth Advisors | 1,992 | $795.0K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,982 | $791.0K | 0.17% | +20+1.0% | Added |
| Portfolio Design Labs, LLC | 1,979 | $789.8K | 0.27% | −42−2.1% | Reduced |
| Smartleaf Asset Management LLC | 1,967 | $787.0K | 0.15% | +596+43.5% | Added |
| Ellevest, Inc. | 1,971 | $786.6K | 0.05% | −25−1.3% | Reduced |
| Liberty One Investment Management, LLC | 1,946 | $776.6K | 0.09% | −691−26.2% | Reduced |
| AMG National Trust Bank | 1,939 | $773.8K | 0.02% | +105+5.7% | Added |
| Forum Financial Management, LP | 1,937 | $773.0K | 0.01% | +1+0.1% | Added |
| Founders Financial Securities LLC | 1,934 | $771.8K | 0.08% | −551−22.2% | Reduced |
| Brevan Howard Capital Management LP | 1,933 | $771.4K | 0.07% | −1,744−47.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,921 | $766.7K | 0.09% | +6+0.3% | Added |
| Wexford Capital LP | 1,920 | $766.3K | 0.16% | +1,920 | New |
| Tobam | 1,920 | $766.0K | 0.07% | −98−4.9% | Reduced |
| Ausdal Financial Partners, Inc. | 1,918 | $765.5K | 0.09% | −274−12.5% | Reduced |
| OneAscent Wealth Management LLC | 1,906 | $761.0K | 0.29% | −397−17.2% | Reduced |
| Altfest L J & Co Inc | 1,905 | $760.0K | 0.11% | −341−15.2% | Reduced |
| Monetary Management Group Inc | 1,895 | $756.3K | 0.21% | −20−1.0% | Reduced |
| Park Place Capital Corp | 1,886 | $752.7K | 0.27% | −81−4.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,875 | $748.3K | 0.13% | +101+5.7% | Added |
| JGP Wealth Management, LLC | 1,866 | $744.7K | 0.11% | +1,866 | New |
| CX Institutional | 1,860 | $742.3K | 0.04% | −32−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 1,846 | $736.7K | 0.11% | −54−2.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,835 | $734.2K | 0.08% | −212−10.4% | Reduced |
| Zega Financial, LLC | 1,837 | $733.1K | 0.32% | −175−8.7% | Reduced |
| Virtue Capital Management, LLC | 1,899 | $732.8K | 0.13% | +51+2.8% | Added |
| Dana Investment Advisors, Inc. | 1,814 | $723.9K | 0.02% | −114−5.9% | Reduced |
| Farther Finance Advisors, LLC | 1,831 | $722.9K | 0.04% | +542+42.0% | Added |
| Caldwell Trust Co | 1,810 | $722.4K | 0.08% | +84+4.9% | Added |
| Trust Point Inc. | 1,810 | $722.4K | 0.06% | +438+31.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,785 | $712.4K | 0.46% | −361−16.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,779 | $710.0K | 0.02% | +292+19.6% | Added |
| Patron Partners Advisors, LLC | 1,776 | $708.8K | 0.43% | +67+3.9% | Added |
| Waterloo Capital, L.P. | 1,775 | $708.4K | 0.09% | +259+17.1% | 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 |
| Lewis Asset Management, LLC | 1,765 | $704.4K | 0.58% | +8+0.5% | Added |
| Guardian Capital LP | 1,759 | $702.0K | 0.02% | +1,759 | New |
| Missouri Trust & Investment Co | 1,755 | $700.4K | 0.27% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,753 | $699.6K | 0.05% | +73+4.3% | Added |
| Park National Corp | 1,750 | $698.4K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,746 | $697.0K | 0.07% | −24−1.4% | Reduced |
| Modera Wealth Management, LLC | 1,739 | $694.0K | 0.01% | +36+2.1% | Added |
| Prairie Wealth Advisors, Inc. | 1,730 | $690.4K | 0.32% | +1,730 | New |
| Focus Financial Network, Inc. | 1,844 | $687.3K | 0.03% | +1,844 | New |
| Anchor Investment Management, LLC | 1,714 | $684.0K | 0.07% | −2,649−60.7% | Reduced |
| Gryphon Financial Partners LLC | 1,711 | $682.8K | 0.11% | +457+36.4% | Added |
| Camden Capital, LLC | 1,706 | $680.7K | 0.06% | −493−22.4% | Reduced |
| Financial Advocates Investment Management | 1,700 | $678.5K | 0.04% | +65+4.0% | Added |
| All Terrain Financial Advisors, LLC | 1,699 | $678.1K | 0.29% | +1,699 | New |
| Morris Retirement Advisors, LLC | 1,692 | $675.1K | 0.40% | +946+126.8% | Added |
| Aaron Wealth Advisors | 1,683 | $671.7K | 0.10% | −36−2.1% | Reduced |
| RB Capital Management, LLC | 1,682 | $671.3K | 0.18% | +56+3.4% | Added |
| Heritage Trust Co | 1,678 | $669.7K | 0.09% | −59−3.4% | Reduced |
| Empower Advisory Group, LLC | 1,676 | $668.9K | 0.00% | +156+10.3% | Added |
| Commerzbank Aktiengesellschaft | 1,672 | $667.0K | 0.02% | +361+27.5% | Added |
| NBT Bank N A | 1,667 | $665.3K | 0.05% | +75+4.7% | Added |
| Liberty Capital Management, Inc. | 1,665 | $664.5K | 0.16% | +850+104.3% | Added |
| Private Portfolio Partners LLC | 1,663 | $663.7K | 0.14% | +19+1.2% | Added |
| Main Street Financial Solutions, LLC | 1,662 | $663.3K | 0.07% | −22−1.3% | Reduced |
| IFP Advisors, Inc | 1,662 | $663.1K | 0.03% | +109+7.0% | Added |
| Parsons Capital Management Inc | 1,650 | $658.5K | 0.05% | +4+0.2% | Added |
| Fulton Breakefield Broenniman LLC | 1,646 | $656.9K | 0.05% | +34+2.1% | Added |
| Simon Quick Advisors, LLC | 1,645 | $656.5K | 0.05% | +266+19.3% | Added |
| Chicago Trust Co NA | 1,633 | $651.7K | 0.13% | −9−0.5% | Reduced |
| Simplex Trading, LLC | 1,632 | $651.0K | 0.02% | −31,953−95.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $648.5K | 0.57% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,620 | $646.5K | 0.02% | −59−3.5% | Reduced |
| Richard W. Paul & Associates, LLC | 1,615 | $644.5K | 0.26% | −33−2.0% | Reduced |