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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 9,858 | $3.93M | 0.04% | −255−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 9,858 | $3.93M | 0.04% | −255−2.5% | Reduced |
| Strategic Advocates LLC | 9,829 | $3.92M | 1.51% | +2,032+26.1% | Added |
| Nwam LLC | 9,973 | $3.88M | 0.31% | +30.0% | Added |
| Independent Advisor Alliance | 9,661 | $3.86M | 0.14% | +14+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 9,607 | $3.83M | 0.28% | −1,855−16.2% | Reduced |
| Fiduciary Trust Co | 9,549 | $3.81M | 0.06% | −65−0.7% | Reduced |
| Lincoln National Corp | 9,536 | $3.81M | 0.06% | +473+5.2% | Added |
| Raymond James Trust N.A. | 9,492 | $3.79M | 0.09% | +362+4.0% | Added |
| Family Capital Trust Co | 9,380 | $3.74M | 1.28% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,379 | $3.74M | 0.11% | +2,988+46.8% | Added |
| Ossiam | 9,315 | $3.72M | 0.07% | −435−4.5% | Reduced |
| Brighton Jones LLC | 9,314 | $3.72M | 0.13% | +457+5.2% | Added |
| Coldstream Capital Management Inc | 9,246 | $3.69M | 0.09% | +1,037+12.6% | Added |
| Trifecta Capital Advisors, LLC | 9,233 | $3.68M | 0.90% | +680+8.0% | Added |
| Arthur M. Cohen & Associates, LLC | 9,195 | $3.67M | 0.78% | +345+3.9% | Added |
| Whittier Trust Co | 9,166 | $3.66M | 0.05% | +229+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 9,138 | $3.65M | 0.04% | +177+2.0% | Added |
| Traynor Capital Management, Inc. | 9,125 | $3.64M | 0.35% | +4,207+85.5% | Added |
| Dakota Wealth Management | 9,078 | $3.62M | 0.09% | +1,188+15.1% | Added |
| Highlander Capital Management, LLC | 9,075 | $3.62M | 1.24% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 9,075 | $3.62M | 1.55% | +320+3.7% | Added |
| HM Payson & Co | 8,986 | $3.59M | 0.07% | −2,195−19.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,959 | $3.58M | 0.18% | +730+8.9% | Added |
| Sigma Planning Corp | 8,940 | $3.57M | 0.11% | +4,357+95.1% | Added |
| Baldwin Investment Management, LLC | 8,914 | $3.56M | 0.48% | +426+5.0% | Added |
| Whittier Trust Co of Nevada Inc | 8,868 | $3.54M | 0.10% | +509+6.1% | Added |
| Aft, Forsyth & Company, Inc. | 8,849 | $3.53M | 2.01% | −405−4.4% | Reduced |
| Argent Trust Co | 8,723 | $3.48M | 0.16% | +4,765+120.4% | Added |
| Allworth Financial LP | 8,714 | $3.48M | 0.02% | +2,264+35.1% | Added |
| Rockingstone Advisors LLC | 8,707 | $3.47M | 1.79% | −396−4.4% | Reduced |
| Canal Capital Management, LLC | 8,547 | $3.41M | 0.57% | +612+7.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 14,578 | $3.40M | 0.22% | +14,458+12,048.3% | Added |
| Beacon Pointe Advisors, LLC | 8,481 | $3.38M | 0.04% | −833−8.9% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $3.38M | 0.13% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 8,444 | $3.37M | 0.94% | +8,444 | New |
| Kestra Private Wealth Services, LLC | 8,373 | $3.34M | 0.08% | +4,233+102.2% | Added |
| Passumpsic Savings Bank | 8,325 | $3.32M | 2.12% | +8,325 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,916 | $3.29M | 0.03% | +17+0.2% | Added |
| Compagnie Lombard Odier SCmA | 8,185 | $3.27M | 0.06% | −195−2.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,169 | $3.26M | 0.29% | −195−2.3% | Reduced |
| Zweig-DiMenna Associates LLC | 8,150 | $3.25M | 0.29% | +8,150 | New |
| WD Rutherford LLC | 8,111 | $3.24M | 1.68% | −290−3.5% | Reduced |
| Alberta Investment Management Corp | 8,100 | $3.23M | 0.03% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 8,085 | $3.23M | 1.21% | −180−2.2% | Reduced |
| Front Row Advisors LLC | 8,069 | $3.22M | 1.19% | +28+0.3% | Added |
| Stephens Inc | 8,067 | $3.22M | 0.05% | +221+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 8,034 | $3.21M | 0.14% | −278−3.3% | Reduced |
| Allianz SE | 7,992 | $3.19M | 0.10% | +7,992 | New |
| RDA Financial Network | 7,984 | $3.19M | 1.09% | +93+1.2% | Added |
| Herold Advisors, Inc. | 7,950 | $3.17M | 0.77% | 00.0% | Unchanged |
| First Bank & Trust | 7,936 | $3.17M | 0.65% | −159−2.0% | Reduced |
| Girard Partners Ltd. | 7,920 | $3.16M | 0.30% | −295−3.6% | Reduced |
| Westpac Banking Corp | 7,853 | $3.13M | 0.24% | +7,853 | New |
| Adviser Investments LLC | 7,845 | $3.13M | 0.04% | −14,482−64.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,785 | $3.11M | 0.17% | +617+8.6% | Added |
| Ostrum Asset Management | 7,776 | $3.10M | 0.25% | −878−10.1% | Reduced |
| Twin Tree Management, LP | 7,774 | $3.10M | 0.07% | +7,774 | New |
| Wisconsin Capital Management LLC | 7,715 | $3.08M | 1.62% | +260+3.5% | Added |
| Oak Harvest Investment Services | 7,661 | $3.06M | 0.51% | +1,712+28.8% | Added |
| Hills Bank & Trust Co | 7,641 | $3.05M | 0.26% | −728−8.7% | Reduced |
| Kornitzer Capital Management Inc | 7,564 | $3.02M | 0.06% | +115+1.5% | Added |
| Plato Investment Management Ltd | 7,563 | $3.02M | 0.31% | +6,717+794.0% | Added |
| Cyndeo Wealth Partners, LLC | 7,539 | $3.01M | 0.25% | −697−8.5% | Reduced |
| Pinnacle Wealth Management, LLC | 7,517 | $3.00M | 3.13% | −113−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 7,471 | $2.98M | 0.11% | +208+2.9% | Added |
| Intrust Bank NA | 7,384 | $2.95M | 0.32% | −7−0.1% | Reduced |
| Advisors Asset Management, Inc. | 7,380 | $2.95M | 0.06% | +1,129+18.1% | Added |
| Burns J W & Co Inc | 7,329 | $2.92M | 0.41% | +330+4.7% | Added |
| Wendell David Associates Inc | 7,275 | $2.90M | 0.29% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 7,269 | $2.90M | 0.07% | +7,269 | New |
| Independent Financial Group, LLC | 7,263 | $2.90M | 0.13% | +410+6.0% | Added |
| UniSuper Management Pty Ltd | 7,250 | $2.89M | 0.03% | +4,436+157.6% | Added |
| Lighthouse Investment Partners, LLC | 7,191 | $2.87M | 0.17% | −1,816−20.2% | Reduced |
| Diversify Advisory Services, LLC | 7,247 | $2.86M | 0.17% | +7,247 | New |
| Vident Advisory, LLC | 7,166 | $2.86M | 0.06% | +637+9.8% | Added |
| Horizon Investments, LLC | 7,143 | $2.85M | 0.07% | +189+2.7% | Added |
| Panagora Asset Management Inc | 7,098 | $2.83M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,098 | $2.83M | 0.34% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,093 | $2.83M | 0.05% | +354+5.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $2.79M | 1.42% | −500−6.7% | Reduced |
| Sycomore Asset Management | 7,093 | $2.78M | 0.61% | +5,295+294.5% | Added |
| Principal Securities, Inc. | 6,957 | $2.78M | 0.09% | −272−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 6,893 | $2.75M | 0.03% | −1,422−17.1% | Reduced |
| Signaturefd, LLC | 6,843 | $2.73M | 0.06% | +479+7.5% | Added |
| Scott & Selber, Inc. | 6,830 | $2.73M | 0.93% | +15+0.2% | Added |
| Harbor Capital Advisors, Inc. | 6,790 | $2.71M | 0.35% | +48+0.7% | Added |
| Daymark Wealth Partners, LLC | 6,757 | $2.70M | 0.15% | −48−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 6,826 | $2.70M | 0.33% | +6,826 | New |
| Derbend Asset Management | 6,753 | $2.70M | 1.33% | −50−0.7% | Reduced |
| Seven Eight Capital, LP | 6,645 | $2.65M | 0.28% | −13,368−66.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 6,600 | $2.63M | 2.33% | +2,140+48.0% | Added |
| Diversified Trust Co | 6,574 | $2.62M | 0.08% | +479+7.9% | Added |
| Vestcor Inc | 6,521 | $2.60M | 0.09% | −973−13.0% | Reduced |
| PFG Advisors | 6,504 | $2.60M | 0.19% | −180−2.7% | Reduced |
| Nilsine Partners, LLC | 6,502 | $2.59M | 0.35% | −58−0.9% | Reduced |
| LMR Partners LLP | 6,470 | $2.58M | 0.07% | −6,945−51.8% | Reduced |
| Davenport & Co LLC | 6,440 | $2.57M | 0.02% | +816+14.5% | Added |
| TownSquare Capital, LLC | 6,434 | $2.57M | 0.04% | +1,125+21.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,400 | $2.55M | 1.76% | −1,000−13.5% | Reduced |