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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 6,400 | $2.55M | 0.32% | +887+16.1% | Added |
| Cullinan Associates Inc | 6,400 | $2.55M | 0.14% | +4,800+300.0% | Added |
| Kennedy Capital Management, Inc. | 6,378 | $2.55M | 0.05% | +6,378 | New |
| Kampmann Melissa S. | 6,359 | $2.54M | 1.82% | +1,200+23.3% | Added |
| Exome Asset Management LLC | 6,358 | $2.54M | 2.17% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,338 | $2.53M | 0.12% | +38+0.6% | Added |
| Graham Capital Management, L.P. | 6,314 | $2.52M | 0.07% | +6,314 | New |
| Claret Asset Management Corp | 6,249 | $2.49M | 0.42% | −73−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 6,249 | $2.49M | 0.37% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,249 | $2.49M | 0.08% | +539+9.4% | Added |
| Goelzer Investment Management, Inc. | 6,207 | $2.48M | 0.14% | +80+1.3% | Added |
| Legacy Wealth Asset Management, LLC | 6,200 | $2.47M | 0.69% | −193−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,252 | $2.47M | 0.02% | +3,145+101.2% | Added |
| Falcon Wealth Planning | 6,180 | $2.47M | 0.39% | +4+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,149 | $2.45M | 0.03% | +229+3.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,112 | $2.44M | 0.04% | +976+19.0% | Added |
| Sectoral Asset Management Inc | 6,100 | $2.43M | 0.96% | +6,100 | New |
| Thoroughbred Financial Services, LLC | 6,070 | $2.42M | 0.23% | −2,532−29.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,065 | $2.42M | 0.39% | +145+2.4% | Added |
| First Financial Bankshares Inc | 6,057 | $2.42M | 0.05% | −163−2.6% | Reduced |
| Lake Street Financial LLC | 6,009 | $2.40M | 0.33% | +2,082+53.0% | Added |
| Berger Financial Group, Inc | 6,007 | $2.40M | 0.20% | −62−1.0% | Reduced |
| HB Wealth Management, LLC | 5,980 | $2.39M | 0.03% | +580+10.7% | Added |
| Capital Asset Advisory Services LLC | 6,051 | $2.35M | 0.13% | +356+6.3% | Added |
| STF Management LP | 5,856 | $2.34M | 1.01% | −106−1.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,851 | $2.34M | 0.15% | +1,765+43.2% | Added |
| Stratos Wealth Advisors, LLC | 5,786 | $2.31M | 0.14% | −179−3.0% | Reduced |
| Broadwater Capital Management LLC | 5,772 | $2.30M | 1.77% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5,755 | $2.30M | 1.34% | −447−7.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,747 | $2.29M | 0.05% | −951−14.2% | Reduced |
| IMA Wealth, Inc. | 5,736 | $2.29M | 1.08% | −145−2.5% | Reduced |
| Moody National Bank Trust Division | 5,688 | $2.27M | 0.18% | +41+0.7% | Added |
| RiverPark Advisors, LLC | 5,666 | $2.26M | 1.86% | −1,188−17.3% | Reduced |
| Aptus Capital Advisors, LLC | 5,657 | $2.26M | 0.05% | +785+16.1% | Added |
| Trexquant Investment LP | 5,582 | $2.23M | 0.04% | −8,298−59.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,581 | $2.23M | 0.17% | +228+4.3% | Added |
| King Luther Capital Management Corp | 5,556 | $2.22M | 0.01% | +74+1.3% | Added |
| Concentric Capital Strategies, LP | 5,508 | $2.20M | 0.14% | +81+1.5% | Added |
| Meeder Advisory Services, Inc. | 5,475 | $2.19M | 0.22% | +288+5.6% | Added |
| National Asset Management, Inc. | 7,466 | $2.18M | 0.06% | +1,545+26.1% | Added |
| CAPROCK Group, Inc. | 5,455 | $2.18M | 0.12% | +301+5.8% | Added |
| Alaethes Wealth LLC | 5,408 | $2.16M | 0.94% | +11+0.2% | Added |
| Whitener Capital Management, Inc. | 5,399 | $2.15M | 0.71% | +180+3.4% | Added |
| Geneva Capital Management LLC | 5,390 | $2.15M | 0.04% | +911+20.3% | Added |
| Balboa Wealth Partners | 5,363 | $2.14M | 0.68% | +526+10.9% | Added |
| Perigon Wealth Management, LLC | 5,363 | $2.14M | 0.06% | +27+0.5% | Added |
| Quadrant Capital Group LLC | 5,353 | $2.14M | 0.17% | +560+11.7% | Added |
| Headlands Technologies LLC | 5,351 | $2.14M | 0.51% | +5,351 | New |
| Spire Wealth Management | 5,343 | $2.13M | 0.06% | +41+0.8% | Added |
| Altman Advisors, Inc. | 5,345 | $2.11M | 1.03% | +22+0.4% | Added |
| Everett Harris & Co | 5,278 | $2.11M | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,277 | $2.11M | 0.23% | −110−2.0% | Reduced |
| Suvretta Capital Management, LLC | 5,200 | $2.08M | 0.09% | +2,130+69.4% | Added |
| Transform Wealth, LLC | 5,158 | $2.06M | 0.20% | −5,566−51.9% | Reduced |
| Riverpark Capital Management LLC | 5,154 | $2.06M | 2.82% | −384−6.9% | Reduced |
| Intellectus Partners, LLC | 5,135 | $2.05M | 0.54% | −100−1.9% | Reduced |
| RMR Wealth Builders | 5,114 | $2.04M | 0.25% | +622+13.8% | Added |
| Stablepoint Partners, LLC | 5,110 | $2.04M | 0.41% | +676+15.2% | Added |
| Court Place Advisors, LLC | 5,095 | $2.03M | 0.66% | −755−12.9% | Reduced |
| HBK Sorce Advisory LLC | 5,025 | $2.01M | 0.07% | −321−6.0% | Reduced |
| Proequities, Inc. | 5,004 | $2.00M | 0.13% | −137−2.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,951 | $1.98M | 0.69% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,931 | $1.97M | 0.15% | +303+6.5% | Added |
| Texas Yale Capital Corp. | 4,930 | $1.97M | 0.09% | +46+0.9% | Added |
| HighPoint Advisor Group LLC | 5,133 | $1.96M | 0.14% | +1,631+46.6% | Added |
| Stiles Financial Services Inc | 4,883 | $1.95M | 0.78% | −70−1.4% | Reduced |
| J. Goldman & Co LP | 4,866 | $1.94M | 0.09% | +4,866 | New |
| Clarity Capital Partners LLC | 4,860 | $1.94M | 1.28% | +1,082+28.6% | Added |
| Accurate Wealth Management, LLC | 5,219 | $1.91M | 0.56% | +176+3.5% | Added |
| Gladstone Institutional Advisory LLC | 4,753 | $1.90M | 0.10% | +409+9.4% | Added |
| Angeles Wealth Management, LLC | 4,746 | $1.89M | 0.19% | +127+2.7% | Added |
| Redmond Asset Management, LLC | 4,744 | $1.89M | 0.60% | +32+0.7% | Added |
| Stonebridge Capital Advisors LLC | 4,741 | $1.89M | 0.17% | +91+2.0% | Added |
| Integrated Wealth Concepts LLC | 4,718 | $1.88M | 0.03% | +330+7.5% | Added |
| South Dakota Investment Council | 4,659 | $1.86M | 0.04% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,654 | $1.86M | 0.76% | −20.0% | Reduced |
| Trust Co of Vermont | 4,639 | $1.85M | 0.10% | +1,452+45.6% | Added |
| Conway Capital Management, Inc. | 4,619 | $1.84M | 1.03% | +400+9.5% | Added |
| Wolverine Trading, LLC | 4,612 | $1.84M | 0.02% | −18,833−80.3% | Reduced |
| Eastover Investment Advisors LLC | 4,566 | $1.82M | 0.89% | +48+1.1% | Added |
| Summit Trail Advisors, LLC | 4,562 | $1.82M | 0.05% | +748+19.6% | Added |
| CNB Bank | 4,550 | $1.82M | 0.89% | +277+6.5% | Added |
| Penserra Capital Management LLC | 4,540 | $1.81M | 0.02% | +2,909+178.4% | Added |
| Alhambra Investment Partners LLC | 4,500 | $1.80M | 0.98% | 00.0% | Unchanged |
| Old National Bancorp | 4,494 | $1.79M | 0.04% | +136+3.1% | Added |
| Schechter Investment Advisors, LLC | 4,484 | $1.79M | 0.13% | −338−7.0% | Reduced |
| Balentine LLC | 4,465 | $1.78M | 0.05% | +1,802+67.7% | Added |
| Equitable Holdings, Inc. | 4,447 | $1.77M | 0.02% | −273−5.8% | Reduced |
| RMB Capital Management, LLC | 4,402 | $1.76M | 0.04% | −192−4.2% | Reduced |
| Two Sigma Securities, LLC | 4,346 | $1.73M | 0.08% | +2,459+130.3% | Added |
| Next Century Growth Investors LLC | 4,344 | $1.73M | 0.15% | +1,850+74.2% | Added |
| Crestwood Advisors Group LLC | 4,308 | $1.72M | 0.04% | +167+4.0% | Added |
| Wedmont Private Capital | 4,394 | $1.72M | 0.13% | +365+9.1% | Added |
| Hollencrest Capital Management | 4,285 | $1.71M | 0.08% | +29+0.7% | Added |
| WoodTrust Financial Corp | 4,262 | $1.70M | 0.27% | +20.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,260 | $1.70M | 0.01% | +1,070+33.5% | Added |
| Clear Harbor Asset Management, LLC | 4,258 | $1.70M | 0.15% | −63−1.5% | Reduced |
| NorthRock Partners, LLC | 4,255 | $1.70M | 0.07% | +266+6.7% | Added |
| Keel Point, LLC | 4,252 | $1.70M | 0.18% | +2,994+238.0% | Added |
| Merit Financial Group, LLC | 4,420 | $1.69M | 0.04% | +3,275+286.0% | Added |