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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, Q4 2024

Institutional positions in Intuitive Surgical Inc as of Dec 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
2,135
+211 vs. Q3 2024
Shares held
304.1M
+2.79M (+0.9%) vs. Q3 2024
Total value
$158.9B
+$11.4B (+7.8%) vs. Q3 2024
New holders
289
825 more added
Sold out
78
709 more reduced

32 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 2,135 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ4 2024: $158.9B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2024.

Institutions holding ISRG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Archer Investment Corp1$3160.00%00.0%Unchanged
Transce3nd, LLC1$5220.00%+1New
Wood Tarver Financial Group, LLC2$1.00K0.00%+2New
Colonial Trust Advisors2$1.04K0.00%−39−95.1%Reduced
DHJJ Financial Advisors, Ltd.2$1.04K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$1.04K0.00%+2New
Global Wealth Strategies & Associates3$1.57K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3$1.57K0.00%+3New
Sugar Maple Asset Management, LLC3$1.57K0.00%+3New
Redwood Park Advisors LLC3$1.57K0.00%+3New
PEAK6 LLC3$1.65K0.00%+3New
Granite FO LLC4$2.09K0.00%00.0%Unchanged
SJS Investment Consulting Inc.5$2.61K0.00%−124−96.1%Reduced
WestEnd Advisors, LLC5$2.61K0.00%+1+25.0%Added
Mascoma Wealth Management LLC5$2.61K0.00%+5New
Hartford Financial Management Inc.6$3.13K0.00%00.0%Unchanged
Bangor Savings Bank6$3.13K0.00%00.0%Unchanged
Princeton Global Asset Management LLC6$3.13K0.00%00.0%Unchanged
Chilton Capital Management LLC7$3.65K0.00%−107−93.9%Reduced
Horizon Financial Services, LLC7$3.65K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC7$3.65K0.00%00.0%Unchanged
Capital & Planning, LLC7$3.65K0.00%+7New
Winnow Wealth LLC8$3.80K0.00%+8New
PayPay Securities Corp8$4.18K0.18%−1−11.1%Reduced
Aspect Partners, LLC8$4.18K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$4.18K0.00%+8New
Westside Investment Management, Inc.9$4.70K0.00%00.0%Unchanged
Motco9$4.70K0.00%−48−84.2%Reduced
TruNorth Capital Management, LLC9$4.70K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.70K0.00%00.0%Unchanged
Asset Planning,Inc9$4.70K0.00%+9New
Longfellow Investment Management Co LLC10$5.22K0.00%00.0%Unchanged
Wellington Shields & Co., LLC11$5.74K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$6.26K0.00%00.0%Unchanged
Gen-Wealth Partners Inc12$6.26K0.00%+2+20.0%Added
Modus Advisors, LLC12$6.26K0.00%+12New
Rialto Wealth Management, LLC12$6.26K0.00%+12New
Hexagon Capital Partners LLC13$6.79K0.00%+8+160.0%Added
Noble Wealth Management PBC13$6.79K0.00%+13New
First PREMIER Bank14$7.00K0.00%00.0%Unchanged
New Millennium Group LLC14$7.31K0.00%00.0%Unchanged
Painted Porch Advisors LLC14$7.31K0.00%+13+1,300.0%Added
Lee Danner & Bass Inc14$7.31K0.00%+14New
DiNuzzo Private Wealth, Inc.14$7.31K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc14$7.31K0.00%+14New
FPC Investment Advisory, Inc.13$7.43K0.01%+13New
Westend Capital Management, LLC15$7.83K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.15$7.83K0.00%00.0%Unchanged
Pingora Partners LLC15$7.83K0.01%00.0%Unchanged
Global Financial Private Client, LLC15$7.83K0.00%+2+15.4%Added
TD Capital Management LLC15$7.83K0.00%+6+66.7%Added
Private Wealth Management Group, LLC15$7.83K0.00%00.0%Unchanged
REAP Financial Group, LLC16$8.09K0.00%−32−66.7%Reduced
Oakworth Capital, Inc.16$8.35K0.00%−1−5.9%Reduced
Bruce G. Allen Investments, LLC16$8.35K0.01%00.0%Unchanged
Ameriflex Group, Inc.15$8.58K0.00%+15New
Caldwell Sutter Capital, Inc.18$9.39K0.00%00.0%Unchanged
POM Investment Strategies, LLC18$9.39K0.01%00.0%Unchanged
Piscataqua Savings Bank18$9.39K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.18$9.39K0.00%+17+1,700.0%Added
Davidson Capital Management Inc.19$9.92K0.00%−1−5.0%Reduced
WealthTrak Capital Management LLC19$9.92K0.01%+19New
HighMark Wealth Management LLC20$10.4K0.01%+1+5.3%Added
Hager Investment Management Services, LLC20$10.4K0.01%+20New
MB, Levis & Associates, LLC21$11.0K0.01%00.0%Unchanged
Park Square Financial Group, LLC21$11.0K0.01%+21New
Pacific Center for Financial Services21$11.0K0.00%00.0%Unchanged
Operose Advisors LLC22$11.5K0.00%−113−83.7%Reduced
Cedar Mountain Advisors, LLC22$11.5K0.00%−4−15.4%Reduced
First Financial Corp22$11.5K0.01%00.0%Unchanged
Chesapeake Asset Management LLC22$11.5K0.01%+1+4.8%Added
Coston, McIsaac & Partners23$12.0K0.00%00.0%Unchanged
Highline Wealth Partners LLC23$12.0K0.00%+17+283.3%Added
BFSG, LLC23$12.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC24$12.5K0.00%00.0%Unchanged
Burkett Financial Services, LLC24$12.5K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.24$12.5K0.00%+5+26.3%Added
Peoples Financial Services Corp.25$13.0K0.01%+25New
Godsey & Gibb Associates25$13.0K0.00%−35−58.3%Reduced
Valued Wealth Advisors LLC25$13.0K0.01%−5−16.7%Reduced
PSI Advisors, LLC25$13.0K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.25$13.0K0.00%00.0%Unchanged
JCIC Asset Management Inc.25$13.0K0.01%+25New
Talon Private Wealth, LLC27$14.1K0.00%00.0%Unchanged
Menard Financial Group LLC27$14.1K0.01%+27New
Beaird Harris Wealth Management, LLC28$14.6K0.00%00.0%Unchanged
Olistico Wealth, LLC28$14.6K0.01%00.0%Unchanged
Synergy Financial Management, LLC30$14.7K0.00%+30New
E Fund Management (Hong Kong) Co., Ltd.29$15.0K0.01%+24+480.0%Added
Criterion Capital Advisors, LLC35$15.6K0.01%00.0%Unchanged
Pilgrim Partners Asia Pte Ltd30$15.7K0.01%+30New
Marshall & Sterling Wealth Advisors Inc.30$15.7K0.01%+30New
Clark Wealth Partners30$15.7K0.01%+30New
Legacy Investment Solutions, LLC28$16.3K0.01%+13+86.7%Added
Legacy Wealth Managment, LLC28$16.3K0.01%+13+86.7%Added
Stephens Consulting, LLC32$16.7K0.00%00.0%Unchanged
Coastline Trust Co32$16.7K0.00%+2+6.7%Added
Mainstream Capital Management LLC32$16.7K0.01%+32New
McClarren Financial Advisors, Inc.33$17.0K0.05%00.0%Unchanged
Core Alternative Capital33$17.2K0.00%+10+43.5%Added