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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 4,216 | $1.68M | 0.11% | +5+0.1% | Added |
| Employees Retirement System of Texas | 4,201 | $1.68M | 0.02% | +4,201 | New |
| Churchill Management Corp | 4,180 | $1.67M | 0.02% | −393−8.6% | Reduced |
| TD Private Client Wealth LLC | 4,172 | $1.67M | 0.05% | +251+6.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,165 | $1.66M | 0.01% | +4,165 | New |
| Kingsview Wealth Management, LLC | 4,144 | $1.65M | 0.04% | +51+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,135 | $1.65M | 0.70% | −1,158−21.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 4,132 | $1.65M | 0.04% | −145,659−97.2% | Reduced |
| Two Sigma Advisers, LP | 4,100 | $1.64M | 0.00% | −158,700−97.5% | Reduced |
| Spears Abacus Advisors LLC | 4,085 | $1.63M | 0.03% | +2,075+103.2% | Added |
| GM Advisory Group, Inc. | 4,072 | $1.63M | 0.11% | +6+0.1% | Added |
| Trust Asset Management LLC | 4,051 | $1.62M | 0.14% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,042 | $1.61M | 0.14% | −270−6.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,985 | $1.59M | 0.48% | +291+7.9% | Added |
| McRae Capital Management Inc | 3,965 | $1.58M | 0.35% | −100−2.5% | Reduced |
| Fort Washington Investment Advisors Inc | 3,960 | $1.58M | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,943 | $1.57M | 0.06% | +999+33.9% | Added |
| E Fund Management Co., Ltd. | 3,940 | $1.57M | 0.10% | −32−0.8% | Reduced |
| Legacy Bridge, LLC | 3,935 | $1.57M | 0.92% | +53+1.4% | Added |
| Cookson Peirce & Co Inc | 3,926 | $1.57M | 0.08% | +176+4.7% | Added |
| PAX Financial Group, LLC | 3,901 | $1.56M | 0.31% | −144−3.6% | Reduced |
| Close Asset Management Ltd | 3,894 | $1.55M | 0.06% | +337+9.5% | Added |
| Frank, Rimerman Advisors LLC | 3,891 | $1.55M | 0.30% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,875 | $1.55M | 1.54% | −90−2.3% | Reduced |
| Boston Financial Mangement LLC | 3,867 | $1.54M | 0.05% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,864 | $1.54M | 0.26% | +5+0.1% | Added |
| Howland Capital Management LLC | 3,845 | $1.53M | 0.07% | −415−9.7% | Reduced |
| Doliver Advisors, LP | 3,832 | $1.53M | 0.43% | −476−11.0% | Reduced |
| Alps Advisors Inc | 3,824 | $1.53M | 0.01% | −575−13.1% | Reduced |
| V-Square Quantitative Management LLC | 3,820 | $1.52M | 0.25% | +1,414+58.8% | Added |
| Avestar Capital, LLC | 3,794 | $1.51M | 0.17% | +458+13.7% | Added |
| Westmount Partners, LLC | 3,766 | $1.50M | 0.54% | 00.0% | Unchanged |
| Alerus Financial NA | 3,761 | $1.50M | 0.11% | −40−1.1% | Reduced |
| Ingalls & Snyder LLC | 3,753 | $1.50M | 0.07% | +3,753 | New |
| Prospera Financial Services Inc | 3,749 | $1.50M | 0.04% | −1,494−28.5% | Reduced |
| Ritholtz Wealth Management | 3,727 | $1.49M | 0.05% | +179+5.0% | Added |
| Mirador Capital Partners LP | 3,726 | $1.49M | 0.28% | +321+9.4% | Added |
| Iyo Bank, Ltd. | 3,720 | $1.49M | 0.59% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,716 | $1.48M | 0.02% | −1,095−22.8% | Reduced |
| Cigna Investments Inc | 3,700 | $1.48M | 0.28% | −36−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 3,681 | $1.47M | 0.26% | +8+0.2% | Added |
| Syon Capital LLC | 3,621 | $1.45M | 0.14% | +153+4.4% | Added |
| Summit Financial, LLC | 3,612 | $1.44M | 0.09% | −140−3.7% | Reduced |
| Bryn Mawr Trust Co | 3,603 | $1.44M | 0.06% | +3,603 | New |
| Knollwood Investment Advisory, LLC | 3,581 | $1.43M | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,576 | $1.43M | 0.05% | +17+0.5% | Added |
| Ascent Group, LLC | 3,564 | $1.42M | 0.13% | +10+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,560 | $1.42M | 0.91% | −35−1.0% | Reduced |
| Strategic Blueprint, LLC | 3,559 | $1.42M | 0.10% | +99+2.9% | Added |
| Geller Advisors LLC | 3,546 | $1.42M | 0.11% | +65+1.9% | Added |
| GraniteShares Advisors LLC | 3,536 | $1.41M | 0.75% | −50−1.4% | Reduced |
| HRT Financial LP | 3,530 | $1.41M | 0.01% | +3,530 | New |
| ICICI Prudential Asset Management Co Ltd | 3,507 | $1.40M | 0.16% | +90+2.6% | Added |
| First United Bank Trust | 3,493 | $1.39M | 0.52% | +370+11.8% | Added |
| Gilbert & Cook, Inc. | 3,469 | $1.38M | 0.19% | +32+0.9% | Added |
| Highland Capital Management, LLC | 3,466 | $1.38M | 0.08% | +3,466 | New |
| Parkwood LLC | 3,462 | $1.38M | 0.15% | +3,462 | New |
| Bedel Financial Consulting, Inc. | 3,444 | $1.37M | 0.22% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,411 | $1.36M | 0.11% | +2,293+205.1% | Added |
| Finivi Inc. | 3,355 | $1.34M | 1.21% | +241+7.7% | Added |
| Martingale Asset Management L P | 3,349 | $1.34M | 0.03% | −3,496−51.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,347 | $1.34M | 0.04% | −226−6.3% | Reduced |
| Sendero Wealth Management, LLC | 3,345 | $1.33M | 0.23% | 00.0% | Unchanged |
| SWS Partners | 3,341 | $1.33M | 0.40% | −42−1.2% | Reduced |
| Brandywine Managers, LLC | 3,333 | $1.33M | 1.31% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,323 | $1.33M | 0.18% | +173+5.5% | Added |
| CWA Asset Management Group, LLC | 3,321 | $1.33M | 0.08% | +1,330+66.8% | Added |
| Parallax Volatility Advisers, L.P. | 3,303 | $1.32M | 0.04% | +3,303 | New |
| Sentry Investment Management LLC | 3,303 | $1.32M | 0.51% | 00.0% | Unchanged |
| M&G Plc | 3,303 | $1.32M | 0.01% | +3,303 | New |
| Dorsey & Whitney Trust CO LLC | 3,300 | $1.32M | 0.09% | −45−1.3% | Reduced |
| Equitable Trust Co | 3,299 | $1.32M | 0.09% | −300−8.3% | Reduced |
| Americana Partners, LLC | 3,276 | $1.31M | 0.11% | −203−5.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,269 | $1.30M | 0.15% | +393+13.7% | Added |
| Quadcap Wealth Management, LLC | 3,260 | $1.30M | 0.30% | −338−9.4% | Reduced |
| Field & Main Bank | 3,257 | $1.30M | 0.50% | +73+2.3% | Added |
| Ballentine Partners, LLC | 3,236 | $1.29M | 0.02% | +379+13.3% | Added |
| Circle Wealth Management, LLC | 3,181 | $1.27M | 0.03% | +188+6.3% | Added |
| First National Trust Co | 3,178 | $1.27M | 0.05% | +51+1.6% | Added |
| Venture Visionary Partners LLC | 3,160 | $1.26M | 0.06% | +102+3.3% | Added |
| Alera Investment Advisors, LLC | 3,125 | $1.25M | 0.17% | −4−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,313 | $1.24M | 0.04% | +364+12.3% | Added |
| Money Concepts Capital Corp | 3,096 | $1.24M | 0.11% | −47−1.5% | Reduced |
| Martin Currie Ltd | 3,092 | $1.23M | 0.04% | −523−14.5% | Reduced |
| AE Wealth Management LLC | 3,070 | $1.23M | 0.01% | −27,983−90.1% | Reduced |
| Western Wealth Management, LLC | 3,058 | $1.22M | 0.09% | −565−15.6% | Reduced |
| Qtron Investments LLC | 3,031 | $1.21M | 0.17% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.20M | 0.14% | −5,000−62.5% | Reduced |
| Leavell Investment Management, Inc. | 3,014 | $1.20M | 0.07% | +109+3.8% | Added |
| GeoWealth Management, LLC | 3,008 | $1.20M | 0.05% | +782+35.1% | Added |
| Bartlett & Co. Wealth Management LLC | 3,006 | $1.20M | 0.02% | −11−0.4% | Reduced |
| Umpqua Bank | 3,004 | $1.20M | 0.49% | +3,004 | New |
| AlphaCentric Advisors LLC | 3,000 | $1.20M | 0.72% | −750−20.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,000 | $1.20M | 0.21% | −117−3.8% | Reduced |
| Albion Financial Group | 3,000 | $1.20M | 0.09% | 00.0% | Unchanged |
| Country Club Bank | 2,971 | $1.19M | 0.08% | −118−3.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,961 | $1.18M | 0.07% | +60+2.1% | Added |
| Flagship Harbor Advisors, LLC | 2,951 | $1.18M | 0.08% | +166+6.0% | Added |
| Insight Inv LLC | 2,920 | $1.17M | 1.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,899 | $1.16M | 0.65% | +2,899 | New |