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 |
|---|---|---|---|---|---|
| RHS Financial, LLC | 1,199 | $478.5K | 0.28% | −20−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,199 | $478.5K | 0.07% | +371+44.8% | Added |
| Yarbrough Capital, LLC | 1,190 | $474.9K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,190 | $474.9K | 0.36% | +5+0.4% | Added |
| Avenue 1 Advisors, LLC | 1,185 | $472.9K | 0.19% | −8−0.7% | Reduced |
| Wesbanco Bank Inc | 1,184 | $472.5K | 0.02% | +1,184 | New |
| Apriem Advisors | 1,183 | $472.1K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,228 | $466.5K | 0.02% | −628−33.8% | Reduced |
| L2 Asset Management, LLC | 1,166 | $465.3K | 0.15% | +9+0.8% | Added |
| Paradigm Financial Partners, LLC | 1,163 | $464.1K | 0.10% | +1,163 | New |
| Interchange Capital Partners, LLC | 1,141 | $462.9K | 0.31% | −69−5.7% | Reduced |
| Unique Wealth Strategies, LLC | 1,160 | $462.9K | 0.23% | +1,160 | New |
| First Manhattan Co | 1,155 | $460.9K | 0.00% | +154+15.4% | Added |
| Revolve Wealth Partners, LLC | 1,152 | $459.8K | 0.08% | +15+1.3% | Added |
| Ignite Planners, LLC | 1,164 | $459.6K | 0.13% | −72−5.8% | Reduced |
| AlphaCore Capital LLC | 1,146 | $457.4K | 0.12% | +1,146 | New |
| Legacy Advisors, LLC | 1,140 | $455.1K | 0.06% | +1,140 | New |
| Evercore Wealth Management, LLC | 1,140 | $455.0K | 0.01% | +54+5.0% | Added |
| Rossmore Private Capital | 1,139 | $454.6K | 0.06% | +14+1.2% | Added |
| Spirepoint Private Client, LLC | 1,137 | $453.8K | 0.07% | +1,137 | New |
| Moors & Cabot, Inc. | 1,133 | $452.2K | 0.02% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,131 | $451.4K | 0.20% | +36+3.3% | Added |
| Hall Laurie J Trustee | 1,125 | $449.0K | 0.16% | −50−4.3% | Reduced |
| LJI Wealth Management, LLC | 1,124 | $448.6K | 0.12% | −57−4.8% | Reduced |
| Kapstone Financial Advisors LLC | 1,122 | $447.8K | 0.30% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,120 | $447.0K | 0.02% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,116 | $445.4K | 0.02% | +1,116 | New |
| Transcend Wealth Collective, LLC | 1,114 | $444.5K | 0.04% | +117+11.7% | Added |
| TRUE Private Wealth Advisors | 1,109 | $442.4K | 0.05% | −27−2.4% | Reduced |
| Great Diamond Partners, LLC | 1,106 | $441.4K | 0.10% | −9−0.8% | Reduced |
| Naples Global Advisors, LLC | 1,098 | $438.2K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,097 | $437.8K | 0.10% | −14−1.3% | Reduced |
| Wolff Wiese Magana LLC | 1,096 | $437.4K | 0.38% | +4+0.4% | Added |
| Connecticut Wealth Management, LLC | 1,096 | $437.2K | 0.02% | +15+1.4% | Added |
| Draper Asset Management, LLC | 1,133 | $435.8K | 0.38% | +214+23.3% | Added |
| Financial Perspectives, Inc | 1,091 | $435.4K | 0.17% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,080 | $431.0K | 0.12% | +218+25.3% | Added |
| Trueblood Wealth Management, LLC | 1,079 | $430.6K | 0.25% | +73+7.3% | Added |
| FFT Wealth Management LLC | 1,077 | $429.8K | 0.04% | +85+8.6% | Added |
| Cobblestone Capital Advisors LLC | 1,076 | $429.4K | 0.03% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,075 | $429.0K | 0.40% | −15−1.4% | Reduced |
| Accredited Investors Inc. | 1,073 | $428.2K | 0.03% | +70+7.0% | Added |
| Clearstead Advisors, LLC | 1,121 | $427.0K | 0.02% | −168−13.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,067 | $425.8K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,077 | $425.3K | 0.13% | −533−33.1% | Reduced |
| Parnassus Investments | 1,062 | $423.8K | 0.00% | +1,062 | New |
| Everpar Advisors LLC | 1,061 | $423.4K | 0.26% | −190−15.2% | Reduced |
| Cypress Capital Group | 1,054 | $420.6K | 0.05% | +25+2.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,050 | $419.0K | 0.02% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,042 | $415.9K | 0.01% | +316+43.5% | Added |
| Truvestments Capital LLC | 1,040 | $415.1K | 0.16% | +986+1,825.9% | Added |
| Financial Management Network Inc | 1,095 | $414.9K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,038 | $414.3K | 0.02% | +1,038 | New |
| David Loasby | 1,059 | $414.0K | 0.04% | +209+24.6% | Added |
| Wealth Management Associates, Inc. | 930 | $413.7K | 0.19% | −226−19.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $413.1K | 0.11% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,032 | $411.9K | 0.01% | −227−18.0% | Reduced |
| Triangle Securities Wealth Management | 1,030 | $411.1K | 0.12% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,030 | $411.1K | 0.02% | +1,030 | New |
| Systematic Alpha Investments, LLC | 1,029 | $410.7K | 0.02% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,019 | $406.7K | 0.14% | +23+2.3% | Added |
| Tufton Capital Management | 1,018 | $406.3K | 0.08% | +25+2.5% | Added |
| MONECO Advisors, LLC | 1,012 | $403.8K | 0.06% | +35+3.6% | Added |
| Palisade Asset Management, LLC | 1,009 | $402.7K | 0.04% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,009 | $402.7K | 0.03% | +108+12.0% | Added |
| Parcion Private Wealth LLC | 1,004 | $400.7K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $399.1K | 0.17% | −130−11.5% | Reduced |
| Souders Financial Advisors | 1,000 | $399.1K | 0.06% | −3−0.3% | Reduced |
| Alta Advisers Ltd | 1,000 | $399.1K | 0.20% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,180 | $398.1K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 996 | $397.0K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $395.1K | 0.15% | 00.0% | Unchanged |
| Bailard, Inc. | 984 | $392.7K | 0.01% | −112−10.2% | Reduced |
| Eudaimonia Partners, LLC | 982 | $391.9K | 0.09% | +12+1.2% | Added |
| BSW Wealth Partners | 978 | $390.3K | 0.07% | +249+34.2% | Added |
| First Affirmative Financial Network | 970 | $387.1K | 0.29% | +70+7.8% | Added |
| LexAurum Advisors, LLC | 970 | $387.1K | 0.10% | −40−4.0% | Reduced |
| Acropolis Investment Management, LLC | 968 | $386.3K | 0.03% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 967 | $385.9K | 0.00% | −222,601−99.6% | Reduced |
| Perissos Private Wealth Management, LLC | 966 | $385.5K | 0.35% | +966 | New |
| Stokes Family Office, LLC | 965 | $385.1K | 0.05% | +110+12.9% | Added |
| Morningstar Investment Services LLC | 958 | $383.0K | 0.00% | −516−35.0% | Reduced |
| Sittner & Nelson, LLC | 959 | $382.7K | 0.19% | 00.0% | Unchanged |
| Norden Group LLC | 957 | $381.9K | 0.08% | +234+32.4% | Added |
| 9258 Wealth Management, LLC | 950 | $379.1K | 0.06% | −3−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 950 | $379.1K | 0.09% | 00.0% | Unchanged |
| New Hampshire Trust | 949 | $378.7K | 0.09% | −28−2.9% | Reduced |
| Humankind Investments LLC | 946 | $377.5K | 0.10% | −130−12.1% | Reduced |
| Goepper Burkhardt LLC | 972 | $375.9K | 0.18% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 940 | $375.1K | 0.12% | −18−1.9% | Reduced |
| HCR Wealth Advisors | 937 | $373.9K | 0.06% | −105−10.1% | Reduced |
| Cross Staff Investments Inc | 936 | $373.5K | 0.31% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 934 | $372.8K | 0.23% | −135−12.6% | Reduced |
| Massmutual Trust Co FSB | 930 | $371.2K | 0.01% | +67+7.8% | Added |
| Avion Wealth | 920 | $368.0K | 0.10% | +4+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 921 | $367.6K | 0.01% | +82+9.8% | Added |
| Beacon Financial Group | 914 | $364.7K | 0.04% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 913 | $364.4K | 0.10% | −20−2.1% | Reduced |
| Kolinsky Wealth Management, LLC | 908 | $362.4K | 0.28% | +72+8.6% | Added |
| Pictet North America Advisors SA | 905 | $361.2K | 0.04% | 00.0% | Unchanged |