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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 1,613 | $644.0K | 0.10% | −2,131−56.9% | Reduced |
| Terra Nova Asset Management LLC | 1,611 | $642.9K | 0.51% | +1,611 | New |
| Essex Financial Services, Inc. | 1,607 | $641.3K | 0.06% | +195+13.8% | Added |
| Grey Street Capital, LLC | 1,604 | $640.0K | 0.09% | +1,604 | New |
| IHT Wealth Management, LLC | 1,602 | $639.3K | 0.03% | +144+9.9% | Added |
| Integrated Advisors Network LLC | 1,600 | $638.5K | 0.03% | +2+0.1% | Added |
| Wormser Freres Gestion | 1,571 | $636.7K | 0.44% | −83−5.0% | Reduced |
| Coastal Investment Advisors, Inc. | 1,587 | $633.4K | 0.13% | +102+6.9% | Added |
| Childress Capital Advisors, LLC | 1,585 | $632.6K | 0.18% | −26−1.6% | Reduced |
| Catalyst Financial Partners LLC | 1,690 | $632.3K | 0.16% | +51+3.1% | Added |
| SPC Financial, Inc. | 1,574 | $628.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,571 | $627.0K | 0.07% | +2+0.1% | Added |
| Vivid Wealth Management, LLC | 1,568 | $625.8K | 0.39% | +21+1.4% | Added |
| 1776 Wealth LLC | 1,566 | $625.0K | 0.30% | −24−1.5% | Reduced |
| Davis R M Inc | 1,565 | $624.6K | 0.01% | −92−5.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,559 | $622.2K | 0.06% | −82−5.0% | Reduced |
| Credential Qtrade Securities Inc. | 1,558 | $621.8K | 0.03% | −97−5.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,556 | $621.0K | 0.18% | +42+2.8% | Added |
| Arkadios Wealth Advisors | 1,544 | $616.0K | 0.05% | −31−2.0% | Reduced |
| Pallas Capital Advisors LLC | 1,537 | $613.4K | 0.03% | +16+1.1% | Added |
| Waters Parkerson & Co., LLC | 1,535 | $613.0K | 0.03% | +5+0.3% | 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 |
| Proficio Capital Partners LLC | 1,529 | $610.2K | 0.07% | +23+1.5% | Added |
| Davy Global Fund Management Ltd | 1,527 | $609.4K | 0.07% | −120−7.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,515 | $604.6K | 0.27% | +9+0.6% | Added |
| 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 |
| Tradition Wealth Management, LLC | 1,506 | $601.0K | 0.06% | −257−14.6% | Reduced |
| Scientech Research LLC | 1,504 | $600.2K | 0.32% | +1,504 | New |
| 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 |
| 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 |
| CoreCap Advisors, LLC | 1,476 | $589.1K | 0.03% | +570+62.9% | Added |
| Prosperity Consulting Group, LLC | 1,472 | $587.5K | 0.07% | +348+31.0% | Added |
| Pure Financial Advisors, Inc. | 1,471 | $587.1K | 0.02% | +39+2.7% | Added |
| WealthPlan Investment Management, LLC | 1,470 | $586.7K | 0.09% | +300+25.6% | Added |
| Weaver Capital Management LLC | 1,469 | $586.3K | 0.20% | +518+54.5% | Added |
| Good Life Advisors, LLC | 1,465 | $584.7K | 0.05% | +1,465 | New |
| Biltmore Family Office, LLC | 1,460 | $582.7K | 0.11% | −30−2.0% | Reduced |
| Mutual Advisors, LLC | 1,453 | $579.9K | 0.02% | +760+109.7% | Added |
| Lindbrook Capital, LLC | 1,448 | $577.9K | 0.05% | +52+3.7% | Added |
| AXS Investments LLC | 1,448 | $577.9K | 0.14% | +153+11.8% | Added |
| Norris Perne & French LLP | 1,441 | $575.1K | 0.04% | +58+4.2% | Added |
| Guardian Financial Partners, LLC | 1,440 | $574.7K | 0.39% | 00.0% | Unchanged |
| TSFG, LLC | 1,430 | $571.0K | 0.14% | −4−0.3% | Reduced |
| Harbour Investments, Inc. | 1,426 | $569.1K | 0.02% | +37+2.7% | Added |
| SFE Investment Counsel | 1,410 | $562.7K | 0.13% | −2−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,403 | $559.9K | 0.02% | −19−1.3% | Reduced |
| Ofi Invest Asset Management | 1,515 | $559.8K | 0.02% | −649−30.0% | Reduced |
| Clear Creek Financial Management, LLC | 1,402 | $559.5K | 0.07% | −279−16.6% | Reduced |
| Covenant Partners, LLC | 1,396 | $557.1K | 0.16% | −182−11.5% | Reduced |
| PDS Planning, Inc | 1,387 | $553.5K | 0.06% | +44+3.3% | Added |
| WSFS Capital Management, LLC | 1,376 | $548.9K | 0.03% | −75−5.2% | Reduced |
| Sage Mountain Advisors LLC | 1,368 | $546.0K | 0.06% | +38+2.9% | Added |
| MBB Public Markets I LLC | 1,366 | $545.2K | 0.03% | +1,366 | New |
| NorthCrest Asset Manangement, LLC | 1,364 | $544.4K | 0.02% | −36−2.6% | Reduced |
| Financial Management Professionals, Inc. | 1,364 | $544.0K | 0.08% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 1,360 | $542.8K | 0.08% | +19+1.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,351 | $539.2K | 0.03% | −43−3.1% | Reduced |
| Resources Management Corp | 1,350 | $539.0K | 0.08% | 00.0% | Unchanged |
| Navalign, LLC | 1,350 | $538.8K | 0.18% | −450−25.0% | Reduced |
| Mather Group, LLC. | 1,584 | $534.3K | 0.01% | −101−6.0% | Reduced |
| Invesco, LLC | 1,332 | $531.6K | 0.23% | −100−7.0% | Reduced |
| Advisors Capital Management, LLC | 1,331 | $531.0K | 0.01% | +53+4.1% | Added |
| Mission Creek Capital Partners, Inc. | 1,330 | $530.8K | 0.14% | +1,330 | New |
| Kovack Advisors, Inc. | 1,320 | $526.8K | 0.06% | −30−2.2% | Reduced |
| Oarsman Capital, Inc. | 1,318 | $526.0K | 0.13% | −163−11.0% | Reduced |
| TFC Financial Management | 1,317 | $525.6K | 0.09% | −41−3.0% | Reduced |
| Quotient Wealth Partners, LLC | 1,307 | $521.6K | 0.02% | +28+2.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,307 | $521.6K | 0.08% | +200+18.1% | Added |
| Quent Capital, LLC | 1,303 | $520.0K | 0.06% | +43+3.4% | Added |
| TFB Advisors LLC | 1,383 | $514.1K | 0.19% | +1,383 | New |
| American State Bank (Iowa) | 1,282 | $511.6K | 0.34% | −451−26.0% | Reduced |
| Green Alpha Advisors, LLC | 1,278 | $510.0K | 0.37% | −11−0.9% | Reduced |
| DGS Capital Management, LLC | 1,275 | $508.8K | 0.14% | +408+47.1% | Added |
| Concord Wealth Partners | 1,275 | $508.8K | 0.09% | +1,062+498.6% | Added |
| Private Wealth Partners, LLC | 1,268 | $506.0K | 0.04% | −1,650−56.5% | Reduced |
| Worldquant Millennium Advisors LLC | 1,267 | $505.6K | 0.01% | +1,267 | New |
| Ashton Thomas Private Wealth, LLC | 1,266 | $505.2K | 0.03% | +178+16.4% | Added |
| Aigen Investment Management, LP | 1,251 | $499.3K | 0.11% | +1,251 | New |
| First Dallas Securities Inc. | 1,250 | $499.0K | 0.23% | −5−0.4% | Reduced |
| True North Advisors, LLC | 1,248 | $498.1K | 0.14% | −202−13.9% | Reduced |
| First Business Financial Services, Inc. | 1,240 | $494.9K | 0.05% | −255−17.1% | Reduced |
| KRS Capital Management, LLC | 1,240 | $494.9K | 0.40% | +205+19.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,236 | $493.3K | 0.12% | +12+1.0% | Added |
| Investmark Advisory Group LLC | 1,232 | $491.7K | 0.27% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,230 | $490.9K | 0.01% | +2+0.2% | Added |
| Ullmann Financial Group, Inc. | 1,229 | $490.5K | 0.07% | +66+5.7% | Added |
| Csenge Advisory Group | 1,229 | $490.5K | 0.03% | +173+16.4% | Added |
| Allstate Corp | 1,227 | $489.7K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,225 | $488.9K | 0.08% | +144+13.3% | Added |
| Drive Wealth Management, LLC | 1,221 | $487.3K | 0.14% | −16−1.3% | Reduced |
| Channel Wealth LLC | 1,218 | $486.1K | 0.20% | −5−0.4% | Reduced |
| Mitchell Sinkler & Starr | 1,215 | $484.9K | 0.12% | −407−25.1% | Reduced |
| Pegasus Partners Ltd. | 1,209 | $482.5K | 0.05% | −248−17.0% | Reduced |
| Guerra Pan Advisors, LLC | 1,206 | $481.3K | 0.45% | +309+34.4% | Added |
| LVW Advisors, LLC | 1,201 | $479.3K | 0.08% | +141+13.3% | Added |
| Planning Center, Inc. | 1,201 | $479.3K | 0.10% | 00.0% | Unchanged |