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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 16,741 | $6.68M | 0.05% | −6,500−28.0% | Reduced |
| E. Ohman J:or Asset Management AB | 16,679 | $6.66M | 0.17% | +1,155+7.4% | Added |
| Gotham Asset Management, LLC | 16,603 | $6.63M | 0.10% | +776+4.9% | Added |
| Toroso Investments, LLC | 16,560 | $6.61M | 0.11% | +1,710+11.5% | Added |
| Commerce Bank | 16,541 | $6.60M | 0.04% | −1,616−8.9% | Reduced |
| Baker Avenue Asset Management, LP | 16,445 | $6.56M | 0.26% | +80.0% | Added |
| D L Carlson Investment Group Inc | 16,233 | $6.48M | 1.27% | −201−1.2% | Reduced |
| Sienna Gestion | 16,183 | $6.46M | 0.59% | +16,183 | New |
| Stratos Wealth Partners, LTD. | 16,180 | $6.46M | 0.11% | +547+3.5% | Added |
| Phoenix Holdings Ltd. | 16,104 | $6.42M | 0.09% | +7,258+82.0% | Added |
| First Citizens Bank & Trust Co | 15,840 | $6.32M | 0.12% | +7,482+89.5% | Added |
| Vestor Capital, LLC | 15,838 | $6.32M | 0.53% | +325+2.1% | Added |
| Siemens Fonds Invest GmbH | 15,636 | $6.24M | 0.48% | +473+3.1% | Added |
| Harvest Fund Management Co., Ltd | 15,542 | $6.20M | 0.56% | +10,949+238.4% | Added |
| Metis Global Partners, LLC | 15,501 | $6.19M | 0.22% | +31+0.2% | Added |
| Boothbay Fund Management, LLC | 15,409 | $6.15M | 0.18% | +15,409 | New |
| Arlington Financial Advisors, LLC | 15,314 | $6.11M | 1.34% | −860−5.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,891 | $6.08M | 2.40% | −11,824−42.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,184 | $6.06M | 0.41% | +8,457+125.7% | Added |
| AIA Group Ltd | 14,884 | $5.94M | 0.19% | +1,885+14.5% | Added |
| Simmons Bank | 14,812 | $5.91M | 0.44% | −185−1.2% | Reduced |
| Robocap Asset Management Ltd | 14,747 | $5.89M | 4.03% | −1,537−9.4% | Reduced |
| EP Wealth Advisors, LLC | 14,727 | $5.88M | 0.07% | −120−0.8% | Reduced |
| Kestra Advisory Services, LLC | 14,660 | $5.85M | 0.04% | +1,220+9.1% | Added |
| PEAK6 Investments LLC | 14,615 | $5.83M | 0.28% | −1,966−11.9% | Reduced |
| Atria Wealth Solutions, Inc. | 14,573 | $5.82M | 0.07% | +441+3.1% | Added |
| Wedbush Securities Inc | 14,534 | $5.80M | 0.22% | +1,769+13.9% | Added |
| Prospect Hill Management, LLC | 14,325 | $5.72M | 3.68% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,210 | $5.67M | 0.25% | −121−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 13,968 | $5.57M | 0.58% | +2,305+19.8% | Added |
| Greenfield Seitz Capital Management, LLC | 13,962 | $5.57M | 2.08% | −470−3.3% | Reduced |
| Mirova | 13,923 | $5.56M | 0.98% | −1,580−10.2% | Reduced |
| Bouvel Investment Partners, LLC | 13,912 | $5.55M | 2.40% | −11−0.1% | Reduced |
| Bath Savings Trust Co | 13,702 | $5.47M | 0.58% | −670−4.7% | Reduced |
| Marketfield Asset Management LLC | 13,613 | $5.43M | 4.27% | −1,002−6.9% | Reduced |
| First Long Island Investors, LLC | 13,600 | $5.43M | 0.45% | −1,100−7.5% | Reduced |
| Hantz Financial Services, Inc. | 13,303 | $5.31M | 0.10% | +298+2.3% | Added |
| Vinva Investment Management Ltd | 13,269 | $5.30M | 0.30% | +667+5.3% | Added |
| Verition Fund Management LLC | 13,264 | $5.29M | 0.05% | −2,107−13.7% | Reduced |
| NewEdge Wealth, LLC | 13,992 | $5.28M | 0.12% | −414−2.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,073 | $5.22M | 0.94% | +117+0.9% | Added |
| Richard Bernstein Advisors LLC | 13,000 | $5.19M | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,941 | $5.16M | 0.05% | +215+1.7% | Added |
| Abner Herrman & Brock LLC | 12,900 | $5.15M | 0.64% | −1,360−9.5% | Reduced |
| Rakuten Investment Management, Inc. | 12,851 | $5.13M | 0.04% | +11,981+1,377.1% | Added |
| Engineers Gate Manager LP | 12,839 | $5.12M | 0.13% | +11,265+715.7% | Added |
| Cornerstone Capital, Inc. | 12,808 | $5.11M | 0.52% | −453−3.4% | Reduced |
| GWM Advisors LLC | 12,781 | $5.10M | 0.04% | +4,129+47.7% | Added |
| Peapack Gladstone Financial Corp | 12,682 | $5.06M | 0.08% | +323+2.6% | Added |
| Empirical Finance, LLC | 12,648 | $5.05M | 0.31% | +433+3.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,420 | $4.96M | 0.02% | +12,304+10,606.9% | Added |
| Cornerstone Advisors, LLC | 12,300 | $4.91M | 0.20% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 14,020 | $4.90M | 0.36% | −33,530−70.5% | Reduced |
| Legacy Trust | 12,227 | $4.88M | 1.22% | +174+1.4% | Added |
| Rench Wealth Management, Inc. | 12,079 | $4.82M | 1.85% | +12,079 | New |
| Sandy Spring Bank | 12,047 | $4.81M | 0.22% | +378+3.2% | Added |
| Transamerica Financial Advisors, Inc. | 12,030 | $4.80M | 0.49% | +10,938+1,001.6% | Added |
| Moore Capital Management, LP | 12,000 | $4.79M | 0.10% | +12,000 | New |
| Jump Financial, LLC | 11,970 | $4.78M | 0.13% | −2,115−15.0% | Reduced |
| Private Advisor Group, LLC | 11,873 | $4.74M | 0.03% | +987+9.1% | Added |
| Motley Fool Asset Management LLC | 11,869 | $4.74M | 0.31% | +1,412+13.5% | Added |
| Tandem Investment Advisors, Inc. | 11,781 | $4.70M | 0.18% | −270−2.2% | Reduced |
| Zions Bancorporation, N.A. | 11,684 | $4.66M | 0.34% | +633+5.7% | Added |
| Petredis Investment Advisors LLC | 11,678 | $4.66M | 0.56% | +327+2.9% | Added |
| 1st Source Bank | 11,631 | $4.64M | 0.27% | −120−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,627 | $4.64M | 0.32% | −916−7.3% | Reduced |
| Saranac Partners Ltd | 11,621 | $4.64M | 2.84% | +106+0.9% | Added |
| Gamco Investors, Inc. Et Al | 11,414 | $4.56M | 0.05% | +244+2.2% | Added |
| Snowden Capital Advisors LLC | 11,379 | $4.54M | 0.14% | +1,913+20.2% | Added |
| AustralianSuper Pty Ltd | 11,464 | $4.53M | 0.03% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11,283 | $4.50M | 0.03% | −373−3.2% | Reduced |
| Hamilton Capital Partners Inc. | 11,264 | $4.50M | 0.54% | +11,264 | New |
| Natixis Investment Managers International | 11,253 | $4.49M | 0.31% | −587−5.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,179 | $4.46M | 0.12% | +36+0.3% | Added |
| Marks Group Wealth Management, Inc | 11,179 | $4.46M | 0.47% | +216+2.0% | Added |
| Strategic Planning Group, LLC | 11,158 | $4.45M | 1.11% | +1,342+13.7% | Added |
| Neville Rodie & Shaw Inc | 10,986 | $4.38M | 0.33% | −23−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 10,965 | $4.38M | 0.07% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,924 | $4.36M | 1.06% | +122+1.1% | Added |
| Oak Associates, Ltd | 10,810 | $4.31M | 0.30% | −1,764−14.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 11,566 | $4.29M | 0.85% | −21,660−65.2% | Reduced |
| Axxcess Wealth Management, LLC | 10,551 | $4.21M | 0.12% | +1,618+18.1% | Added |
| Hodges Capital Management Inc. | 10,536 | $4.21M | 0.27% | +2,573+32.3% | Added |
| Steward Partners Investment Advisory, LLC | 10,527 | $4.20M | 0.05% | +1,064+11.2% | Added |
| SYSTM Wealth Solutions LLC | 10,501 | $4.19M | 0.53% | +5,494+109.7% | Added |
| Banque Cantonale Vaudoise | 10,341 | $4.13M | 0.16% | +1,803+21.1% | Added |
| Veriti Management LLC | 10,288 | $4.11M | 0.31% | +669+7.0% | Added |
| United Services Automobile Association | 10,258 | $4.09M | 0.10% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 10,249 | $4.09M | 2.71% | −567−5.2% | Reduced |
| Brookstone Capital Management | 10,241 | $4.09M | 0.07% | +1,505+17.2% | Added |
| First Hawaiian Bank | 10,140 | $4.05M | 0.13% | +4,470+78.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,103 | $4.03M | 0.01% | −344−3.3% | Reduced |
| Deane Retirement Strategies, Inc. | 10,016 | $4.00M | 2.03% | +10,016 | New |
| Avantax Advisory Services, Inc. | 9,995 | $3.99M | 0.04% | +487+5.1% | Added |
| Roundview Capital LLC | 9,993 | $3.99M | 0.33% | +16+0.2% | Added |
| Apollon Wealth Management, LLC | 9,993 | $3.99M | 0.13% | −950−8.7% | Reduced |
| Dynamic Advisor Solutions LLC | 9,993 | $3.99M | 0.13% | +1,255+14.4% | Added |
| Everence Capital Management Inc | 9,930 | $3.96M | 0.26% | 00.0% | Unchanged |
| Orion Capital Management LLC | 9,929 | $3.96M | 2.11% | −180−1.8% | Reduced |
| Welch & Forbes LLC | 9,858 | $3.93M | 0.05% | −47−0.5% | Reduced |