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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 538 | $214.7K | 0.01% | +538 | New |
| Sugarloaf Wealth Management, LLC | 534 | $213.1K | 0.04% | +29+5.7% | Added |
| Exencial Wealth Advisors, LLC | 533 | $212.7K | 0.01% | +533 | New |
| Mitchell McLeod Pugh & Williams Inc | 533 | $212.7K | 0.05% | +533 | New |
| First American Trust, FSB | 533 | $212.7K | 0.02% | +533 | New |
| Morling Financial Advisors, LLC | 527 | $210.3K | 0.12% | +527 | New |
| Vise Technologies, Inc. | 525 | $209.5K | 0.04% | +525 | New |
| West Branch Capital LLC | 520 | $207.5K | 0.08% | −11−2.1% | Reduced |
| Holistic Financial Partners | 519 | $207.1K | 0.11% | +519 | New |
| Alpha Omega Wealth Management LLC | 516 | $205.9K | 0.04% | +516 | New |
| Benchmark Investment Advisors LLC | 515 | $205.6K | 0.16% | +515 | New |
| Abound Wealth Management | 512 | $204.2K | 0.08% | +3+0.6% | Added |
| CVA Family Office, LLC | 511 | $203.9K | 0.04% | +1+0.2% | Added |
| Cornerstone Wealth Management, LLC | 510 | $203.5K | 0.02% | +510 | New |
| Hoxton Planning & Management, LLC | 509 | $203.1K | 0.10% | +509 | New |
| Klingman & Associates, LLC | 508 | $202.7K | 0.01% | +508 | New |
| Signal Advisors Wealth, LLC | 508 | $202.7K | 0.05% | +508 | New |
| Patton Fund Management, Inc. | 507 | $202.3K | 0.04% | +507 | New |
| Sweet Financial Partners, LLC | 506 | $201.9K | 0.05% | +506 | New |
| Mason & Associates Inc | 504 | $201.1K | 0.05% | +504 | New |
| Jacobsen Capital Management | 503 | $200.7K | 0.09% | +503 | New |
| Entropy Technologies, LP | 502 | $200.3K | 0.02% | −1,072−68.1% | Reduced |
| Naviter Wealth, LLC | 502 | $200.3K | 0.03% | +502 | New |
| Correct Capital Wealth Management | 500 | $199.5K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 500 | $199.5K | 1.10% | +500 | New |
| Icon Wealth Advisors, LLC | 490 | $195.6K | 0.02% | +89+22.2% | Added |
| Hilltop National Bank | 485 | $193.6K | 0.07% | +485 | New |
| Valley National Advisers Inc | 481 | $191.0K | 0.03% | +122+34.0% | Added |
| Indiana Trust & Investment Management CO | 475 | $189.6K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $185.6K | 0.11% | 00.0% | Unchanged |
| Private Trust Co NA | 457 | $182.4K | 0.02% | −29−6.0% | Reduced |
| Riverview Trust Co | 457 | $182.4K | 0.14% | +457 | New |
| Arlington Trust Co LLC | 454 | $181.2K | 0.05% | −17−3.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 453 | $180.8K | 0.06% | 00.0% | Unchanged |
| Breakwater Investment Management | 451 | $180.0K | 0.08% | +451 | New |
| Blume Capital Management, Inc. | 440 | $175.6K | 0.04% | −19−4.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 409 | $163.2K | 0.06% | +268+190.1% | Added |
| Crewe Advisors LLC | 403 | $160.8K | 0.02% | +403 | New |
| Paloma Partners Management Co | 393 | $156.8K | 0.02% | −36−8.4% | Reduced |
| Blue Chip Partners, Inc. | 378 | $150.9K | 0.01% | +378 | New |
| Adalta Capital Management LLC | 375 | $149.7K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 374 | $149.3K | 0.05% | +63+20.3% | Added |
| Rise Advisors, LLC | 365 | $145.7K | 0.08% | +182+99.5% | Added |
| Venturi Wealth Management, LLC | 351 | $140.1K | 0.01% | +10+2.9% | Added |
| Evermay Wealth Management LLC | 350 | $139.7K | 0.02% | −23−6.2% | Reduced |
| Rosenberg Matthew Hamilton | 345 | $136.2K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 338 | $134.9K | 0.06% | +280+482.8% | Added |
| EnRich Financial Partners LLC | 336 | $134.1K | 0.05% | +336 | New |
| Catalyst Capital Advisors LLC | 335 | $133.7K | 0.00% | +5+1.5% | Added |
| Clarity Asset Management, Inc. | 326 | $130.1K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 324 | $129.3K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 321 | $128.1K | 0.02% | +3+0.9% | Added |
| Continuum Advisory, LLC | 327 | $126.0K | 0.02% | +327 | New |
| Plante Moran Financial Advisors, LLC | 315 | $125.7K | 0.01% | −5−1.6% | Reduced |
| Versant Capital Management, Inc | 314 | $125.3K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 293 | $116.9K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 280 | $111.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 271 | $108.2K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $105.0K | 0.00% | +212+424.0% | Added |
| Atlantic Trust, LLC | 260 | $103.8K | 0.03% | −1,467−84.9% | Reduced |
| Center for Financial Planning, Inc. | 258 | $103.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 257 | $102.6K | 0.01% | +1+0.4% | Added |
| Cutler Group LP | 257 | $102.0K | 0.05% | +257 | New |
| Security National Bank | 255 | $101.8K | 0.02% | −85−25.0% | Reduced |
| Tortoise Investment Management, LLC | 253 | $101.0K | 0.01% | +3+1.2% | Added |
| DSM Capital Partners LLC | 249 | $99.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 247 | $98.6K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 244 | $97.4K | 0.00% | −120−33.0% | Reduced |
| Register Financial Advisors LLC | 243 | $97.0K | 0.05% | +243 | New |
| Atticus Wealth Management, LLC | 237 | $94.6K | 0.03% | +148+166.3% | Added |
| Farmers & Merchants Investments Inc | 237 | $94.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 233 | $93.0K | 0.01% | +20+9.4% | Added |
| JFS Wealth Advisors, LLC | 225 | $89.8K | 0.01% | +50+28.6% | Added |
| Byrne Asset Management LLC | 217 | $86.6K | 0.06% | +15+7.4% | Added |
| Raleigh Capital Management Inc. | 216 | $86.2K | 0.04% | +175+426.8% | Added |
| American National Bank | 214 | $85.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 198 | $79.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 195 | $77.8K | 0.04% | 00.0% | Unchanged |
| Vima LLC | 302 | $77.2K | 0.09% | −67−18.2% | Reduced |
| Gleason Group, Inc. | 190 | $75.8K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 183 | $73.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 180 | $72.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 180 | $71.8K | 0.01% | +180 | New |
| Fortis Group Advisors, LLC | 178 | $71.0K | 0.01% | −178−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 172 | $69.0K | 0.04% | +20+13.2% | Added |
| Atwood & Palmer Inc | 171 | $68.2K | 0.01% | +3+1.8% | Added |
| Webster Bank, N. A. | 171 | $68.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 165 | $65.8K | 0.00% | −232−58.4% | Reduced |
| Planning Capital Management Corp | 160 | $63.9K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 158 | $63.1K | 0.01% | +8+5.3% | Added |
| Beacon Capital Management, LLC | 158 | $63.1K | 0.01% | +15+10.5% | Added |
| Silver Oak Securities, Inc | 158 | $63.1K | 0.01% | +158 | New |
| Quest Partners LLC | 142 | $56.7K | 0.01% | −2,553−94.7% | Reduced |
| Birchbrook, Inc. | 140 | $55.9K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 139 | $55.5K | 0.01% | +100+256.4% | Added |
| New Covenant Trust Company, N.A. | 138 | $55.1K | 0.06% | +138 | New |
| Barrett & Company, Inc. | 136 | $54.3K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $53.9K | 0.02% | −140−50.9% | Reduced |
| Rocky Mountain Advisers, LLC | 135 | $53.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 134 | $53.5K | 0.00% | 00.0% | Unchanged |