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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxford Asset Management LLP | 1,629 | $850.3K | 0.38% | +445+37.6% | Added |
| Pallas Capital Advisors LLC | 1,629 | $850.3K | 0.04% | +3+0.2% | Added |
| Prelude Capital Management, LLC | 1,630 | $850.8K | 0.07% | +90+5.8% | Added |
| RB Capital Management, LLC | 1,637 | $854.4K | 0.20% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,641 | $856.8K | 0.03% | −60−3.5% | Reduced |
| Venturi Wealth Management, LLC | 1,642 | $857.1K | 0.04% | +291+21.5% | Added |
| Wealthspire Advisors, LLC | 1,645 | $858.6K | 0.01% | +366+28.6% | Added |
| ICONIQ Capital, LLC | 1,660 | $866.5K | 0.01% | +850+104.9% | Added |
| Parsons Capital Management Inc | 1,664 | $868.5K | 0.05% | +14+0.8% | Added |
| Empower Advisory Group, LLC | 1,665 | $869.1K | 0.00% | −32−1.9% | Reduced |
| Financial Advocates Investment Management | 1,666 | $869.6K | 0.05% | −94−5.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,676 | $874.8K | 0.07% | +100+6.3% | Added |
| Kovack Advisors, Inc. | 1,686 | $880.0K | 0.09% | +298+21.5% | Added |
| Creekmur Asset Management LLC | 1,687 | $880.5K | 0.20% | −167−9.0% | Reduced |
| Prosperity Wealth Management, Inc. | 1,689 | $881.6K | 0.36% | +124+7.9% | Added |
| Financial Enhancement Group LLC | 1,638 | $884.1K | 0.14% | +1,638 | New |
| Draper Asset Management, LLC | 1,641 | $884.2K | 0.56% | +76+4.9% | Added |
| All Terrain Financial Advisors, LLC | 1,699 | $886.8K | 0.35% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,700 | $887.3K | 0.03% | −69−3.9% | Reduced |
| Monetta Financial Services Inc | 1,700 | $887.3K | 0.71% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,710 | $892.6K | 0.65% | −60−3.4% | Reduced |
| TFB Advisors LLC | 1,710 | $892.6K | 0.26% | −8−0.5% | Reduced |
| First Heartland Consultants, Inc. | 1,730 | $903.2K | 0.09% | −41−2.3% | Reduced |
| True North Advisors, LLC | 1,744 | $910.1K | 0.21% | +512+41.6% | Added |
| Norden Group LLC | 1,746 | $911.3K | 0.10% | +142+8.9% | Added |
| Missouri Trust & Investment Co | 1,755 | $916.0K | 0.32% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,757 | $917.1K | 0.01% | +1+0.1% | Added |
| Heritage Trust Co | 1,757 | $917.1K | 0.11% | +1,757 | New |
| Nia Impact Advisors, LLC | 1,766 | $921.8K | 0.30% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,770 | $923.9K | 0.12% | −49−2.7% | Reduced |
| Private Portfolio Partners LLC | 1,770 | $923.9K | 0.17% | +82+4.9% | Added |
| Moran Wealth Management, LLC | 1,778 | $928.0K | 0.03% | +29+1.7% | Added |
| Essex Financial Services, Inc. | 1,792 | $935.4K | 0.07% | −49−2.7% | Reduced |
| Silver Oak Securities, Inc | 1,784 | $940.2K | 0.09% | +203+12.8% | Added |
| Mirae Asset Securities (USA) Inc. | 1,804 | $941.6K | 0.04% | +1,804 | New |
| GTS Securities LLC | 1,806 | $942.7K | 0.05% | +21+1.2% | Added |
| Icon Wealth Advisors, LLC | 1,810 | $944.7K | 0.08% | +5+0.3% | Added |
| DGS Capital Management, LLC | 1,813 | $946.3K | 0.24% | +154+9.3% | Added |
| Proficio Capital Partners LLC | 1,820 | $950.0K | 0.08% | +755+70.9% | Added |
| CX Institutional | 1,825 | $952.6K | 0.04% | −48−2.6% | Reduced |
| Lewis Asset Management, LLC | 1,825 | $952.6K | 0.73% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,826 | $953.1K | 0.12% | +162+9.7% | Added |
| Heartland Bank & Trust Co | 1,836 | $958.3K | 0.52% | −326−15.1% | Reduced |
| Truvestments Capital LLC | 1,847 | $964.1K | 0.25% | +372+25.2% | Added |
| 17 Capital Partners, LLC | 1,851 | $966.1K | 0.61% | +35+1.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,862 | $971.9K | 0.29% | +266+16.7% | Added |
| Heritage Wealth Advisors | 1,866 | $974.0K | 0.05% | −76−3.9% | Reduced |
| Avitas Wealth Management LLC | 1,866 | $974.0K | 0.13% | −43−2.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,868 | $975.0K | 0.90% | +1,868 | New |
| Sage Mountain Advisors LLC | 1,869 | $975.8K | 0.07% | +25+1.4% | Added |
| Northern Oak Wealth Management Inc | 1,877 | $979.7K | 0.12% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,890 | $986.5K | 0.53% | +67+3.7% | Added |
| Warm Springs Advisors Inc. | 1,898 | $990.7K | 0.92% | +1,898 | New |
| Arete Wealth Advisors, LLC | 1,908 | $996.0K | 0.07% | +838+78.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,913 | $998.4K | 0.20% | +755+65.2% | Added |
| Catalyst Financial Partners LLC | 1,916 | $1.00M | 0.19% | +64+3.5% | Added |
| Fox Run Management, L.L.C. | 1,918 | $1.00M | 0.18% | +1,432+294.7% | Added |
| Centennial Bank | 1,920 | $1.00M | 0.47% | −58−2.9% | Reduced |
| Bingham Private Wealth, LLC | 1,928 | $1.01M | 1.07% | +1,928 | New |
| Camden Capital, LLC | 1,932 | $1.01M | 0.11% | +602+45.3% | Added |
| Prosperity Consulting Group, LLC | 1,939 | $1.01M | 0.08% | +132+7.3% | Added |
| Teza Capital Management LLC | 1,940 | $1.01M | 0.15% | +1,940 | New |
| Miracle Mile Advisors, LLC | 1,948 | $1.02M | 0.02% | +143+7.9% | Added |
| Forbes J M & Co LLP | 1,953 | $1.02M | 0.10% | +1,326+211.5% | Added |
| Winton Group Ltd | 1,956 | $1.02M | 0.07% | +1,956 | New |
| Mutual Advisors, LLC | 1,749 | $1.02M | 0.03% | −27−1.5% | Reduced |
| Michael B. Yongue | 1,958 | $1.02M | 0.81% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,959 | $1.02M | 0.14% | −120−5.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,960 | $1.02M | 0.83% | −270−12.1% | Reduced |
| PGGM Investments | 1,961 | $1.02M | 0.01% | +1,715+697.2% | Added |
| Ausdal Financial Partners, Inc. | 1,977 | $1.03M | 0.09% | +57+3.0% | Added |
| Centaurus Financial, Inc. | 1,978 | $1.03M | 0.06% | −75−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 1,982 | $1.03M | 0.11% | +42+2.2% | Added |
| Eqis Capital Management, Inc. | 1,988 | $1.04M | 0.09% | −17−0.8% | Reduced |
| Marco Investment Management LLC | 1,996 | $1.04M | 0.09% | +1,459+271.7% | Added |
| Integrated Advisors Network LLC | 1,998 | $1.04M | 0.05% | +245+14.0% | Added |
| Forum Financial Management, LP | 1,999 | $1.04M | 0.02% | +33+1.7% | Added |
| NCP Inc. | 2,000 | $1.04M | 0.54% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $1.04M | 0.47% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 2,000 | $1.04M | 1.21% | +2,000 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,000 | $1.04M | 0.03% | +164+8.9% | Added |
| Atlas Wealth Partners, LLC | 2,000 | $1.04M | 1.32% | −100−4.8% | Reduced |
| Capital A Wealth Management, LLC | 2,003 | $1.05M | 1.74% | +2,003 | New |
| Fig Financial Advisory Services Inc | 2,037 | $1.06M | 0.72% | +2,037 | New |
| Occudo Quantitative Strategies LP | 2,038 | $1.06M | 0.19% | +2,038 | New |
| Beacon Financial Planning, Inc | 2,044 | $1.07M | 0.62% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,053 | $1.07M | 0.63% | +517+33.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,055 | $1.07M | 0.01% | −715−25.8% | Reduced |
| Caldwell Trust Co | 2,057 | $1.07M | 0.11% | +8+0.4% | Added |
| Wealth Management Partners, LLC | 2,059 | $1.07M | 0.46% | +80+4.0% | Added |
| Perennial Investment Advisors, LLC | 2,059 | $1.07M | 0.13% | −10−0.5% | Reduced |
| Ancora Advisors, LLC | 2,061 | $1.08M | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,067 | $1.08M | 0.03% | −360−14.8% | Reduced |
| Petros Family Wealth, LLC | 2,071 | $1.08M | 1.17% | +2,071 | New |
| Founders Financial Securities LLC | 2,073 | $1.08M | 0.10% | −10−0.5% | Reduced |
| WSFS Capital Management, LLC | 2,085 | $1.09M | 0.06% | +685+48.9% | Added |
| International Assets Investment Management, LLC | 2,078 | $1.09M | 0.09% | −1,088,541−99.8% | Reduced |
| Hemington Wealth Management | 2,087 | $1.09M | 0.27% | −24−1.1% | Reduced |
| Allegheny Financial Group LTD | 2,087 | $1.09M | 0.28% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,089 | $1.09M | 0.19% | −170−7.5% | Reduced |