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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 713 | $284.6K | 0.01% | −151−17.5% | Reduced |
| AdvisorNet Financial, Inc | 712 | $284.2K | 0.03% | −8−1.1% | Reduced |
| Fortune Financial Advisors, LLC | 710 | $283.4K | 0.18% | −25−3.4% | Reduced |
| JJJ Advisors Inc. | 708 | $282.6K | 0.06% | +104+17.2% | Added |
| Silvia McColl Wealth Management, LLC | 727 | $282.4K | 0.24% | −15−2.0% | Reduced |
| BBR Partners, LLC | 707 | $282.2K | 0.02% | +707 | New |
| Trillium Asset Management, LLC | 707 | $282.0K | 0.01% | −50−6.6% | Reduced |
| Atlas Brown,Inc. | 705 | $281.4K | 0.10% | +705 | New |
| Avalon Trust Co | 703 | $280.6K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 702 | $280.2K | 0.02% | −261−27.1% | Reduced |
| First Trust Investment Solutions L.P. | 702 | $280.2K | 0.05% | +20+2.9% | Added |
| Edge Capital Group, LLC | 700 | $279.4K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 700 | $279.4K | 0.05% | +24+3.6% | Added |
| Parkside Financial Bank & Trust | 697 | $278.2K | 0.04% | +74+11.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 695 | $277.4K | 0.08% | −15−2.1% | Reduced |
| Diversified, LLC | 695 | $277.4K | 0.04% | +42+6.4% | Added |
| HBK Investments L P | 690 | $275.4K | 0.01% | +690 | New |
| Financial Engines Advisors L.L.C. | 685 | $273.4K | 0.00% | +23+3.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 680 | $271.4K | 0.11% | +65+10.6% | Added |
| Regent Peak Wealth Advisors LLC | 678 | $270.6K | 0.07% | −9−1.3% | Reduced |
| Burford Brothers, Inc. | 677 | $270.2K | 0.18% | +1+0.1% | Added |
| Custom Index Systems, LLC | 677 | $270.2K | 0.15% | +677 | New |
| Viewpoint Capital Management LLC | 675 | $269.4K | 0.17% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 674 | $269.0K | 0.19% | +24+3.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 674 | $269.0K | 0.11% | +44+7.0% | Added |
| Hendershot Investments Inc. | 672 | $268.2K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 668 | $267.0K | 0.06% | +21+3.2% | Added |
| Kades & Cheifetz LLC | 669 | $267.0K | 0.17% | −12−1.8% | Reduced |
| Baron Wealth Management LLC | 669 | $267.0K | 0.14% | −2−0.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 667 | $266.2K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 666 | $265.8K | 0.02% | +66+11.0% | Added |
| Moneta Group Investment Advisors LLC | 664 | $265.0K | 0.00% | +664 | New |
| Carolinas Wealth Consulting LLC | 664 | $264.8K | 0.05% | +294+79.5% | Added |
| Meritage Portfolio Management | 661 | $264.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 661 | $263.8K | 0.04% | −27−3.9% | Reduced |
| Arvest Trust Co N A | 660 | $263.4K | 0.01% | −136−17.1% | Reduced |
| Strategic Financial Concepts, LLC | 660 | $263.4K | 0.06% | +660 | New |
| Kercheville Advisors, LLC | 655 | $261.4K | 0.12% | +655 | New |
| Total Clarity Wealth Management, Inc. | 653 | $260.6K | 0.09% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 651 | $259.8K | 0.08% | −30−4.4% | Reduced |
| Adell Harriman & Carpenter Inc | 650 | $259.4K | 0.02% | +50+8.3% | Added |
| Capital Investment Advisors, LLC | 649 | $259.0K | 0.01% | +649 | New |
| Napa Wealth Management | 647 | $258.2K | 0.14% | +647 | New |
| TFG Advisers LLC | 645 | $257.5K | 0.10% | +645 | New |
| EFG Asset Management (Americas) Corp. | 644 | $257.0K | 0.08% | −458−41.6% | Reduced |
| Hemenway Trust Co LLC | 644 | $257.0K | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 642 | $256.2K | 0.05% | +642 | New |
| Evoke Wealth, LLC | 640 | $255.4K | 0.01% | +640 | New |
| Magellan Asset Management Ltd | 637 | $254.2K | 0.00% | +25+4.1% | Added |
| ASB Consultores, LLC | 637 | $254.2K | 0.07% | +637 | New |
| Successful Portfolios LLC | 632 | $252.2K | 0.17% | −5−0.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 630 | $251.4K | 0.01% | +10+1.6% | Added |
| Spinnaker Investment Group, LLC | 625 | $249.4K | 0.07% | 00.0% | Unchanged |
| Arden Trust Co | 624 | $249.0K | 0.03% | −14−2.2% | Reduced |
| Stephens Investment Management Group LLC | 621 | $247.8K | 0.00% | +71+12.9% | Added |
| Tyler-Stone Wealth Management | 620 | $247.4K | 0.11% | 00.0% | Unchanged |
| Strategic Advisors LLC | 619 | $247.0K | 0.05% | −12−1.9% | Reduced |
| Univest Financial Corp | 619 | $247.0K | 0.07% | +619 | New |
| Laffer Tengler Investments | 618 | $246.6K | 0.06% | −14−2.2% | Reduced |
| Southern Capital Advisors, LLC | 613 | $244.6K | 0.15% | +13+2.2% | Added |
| Traveka Wealth, LLC | 613 | $244.6K | 0.11% | +613 | New |
| Trust Co | 612 | $244.2K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 612 | $244.2K | 0.19% | +8+1.3% | Added |
| Values First Advisors, Inc. | 611 | $243.8K | 0.14% | −900−59.6% | Reduced |
| Veracity Capital LLC | 610 | $243.4K | 0.09% | +610 | New |
| BLB&B Advisors, LLC | 609 | $243.0K | 0.01% | +1+0.2% | Added |
| Strengthening Families & Communities, LLC | 609 | $243.0K | 0.14% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 636 | $242.5K | 0.11% | −24−3.6% | Reduced |
| Advisor OS, LLC | 602 | $240.3K | 0.03% | +602 | New |
| Smithfield Trust Co | 599 | $240.0K | 0.01% | +14+2.4% | Added |
| V2 Financial group LLC | 600 | $239.5K | 0.16% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 599 | $239.1K | 0.01% | −100−14.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 599 | $239.1K | 0.01% | +599 | New |
| West Paces Advisors Inc. | 595 | $237.5K | 0.06% | −66−10.0% | Reduced |
| AJOVista, LLC | 593 | $236.7K | 0.64% | 00.0% | Unchanged |
| Covestor Ltd | 592 | $236.0K | 0.15% | −28−4.5% | Reduced |
| Callan Capital, LLC | 591 | $235.9K | 0.02% | +591 | New |
| West Family Investments, Inc. | 591 | $235.9K | 0.07% | +591 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $235.9K | 0.03% | +591 | New |
| Letson Investment Management, Inc. | 588 | $234.7K | 0.10% | +588 | New |
| Burton Enright Welch | 587 | $234.3K | 0.06% | +587 | New |
| Second Line Capital, LLC | 585 | $233.5K | 0.08% | +585 | New |
| Bordeaux Wealth Advisors LLC | 583 | $232.7K | 0.08% | +583 | New |
| Renasant Bank | 580 | $231.5K | 0.16% | −26−4.3% | Reduced |
| Schnieders Capital Management LLC | 579 | $231.1K | 0.05% | +579 | New |
| Cooper Financial Group | 576 | $229.9K | 0.04% | +576 | New |
| Wealth Management Partners, LLC | 574 | $229.1K | 0.12% | +574 | New |
| Riverstone Advisors, LLC | 570 | $227.5K | 0.14% | −867−60.3% | Reduced |
| Foundations Investment Advisors, LLC | 566 | $225.9K | 0.01% | +566 | New |
| Green Square Capital Advisors LLC | 559 | $223.1K | 0.03% | +559 | New |
| Forbes J M & Co LLP | 555 | $221.5K | 0.02% | +555 | New |
| Optas, LLC | 552 | $220.3K | 0.06% | +552 | New |
| Harel Insurance Investments & Financial Services Ltd. | 550 | $219.0K | 0.00% | −380−40.9% | Reduced |
| Fragasso Group Inc. | 547 | $218.3K | 0.02% | +547 | New |
| Pinnacle Bancorp, Inc. | 544 | $217.1K | 0.06% | −14−2.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 543 | $216.7K | 0.07% | +543 | New |
| Rice Partnership, LLC | 543 | $216.7K | 0.05% | +543 | New |
| Northwest Wealth Management, LLC | 541 | $215.9K | 0.06% | +541 | New |
| Somerset Group LLC | 540 | $215.5K | 0.20% | +540 | New |
| Lavaca Capital LLC | 540 | $215.5K | 0.13% | +540 | New |