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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 2,089 | $1.09M | 0.07% | +220+11.8% | Added |
| JGP Wealth Management, LLC | 2,095 | $1.09M | 0.14% | +44+2.1% | Added |
| Mendel Money Management | 2,100 | $1.10M | 0.49% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,101 | $1.10M | 0.16% | −462−18.0% | Reduced |
| New Age Alpha Advisors, LLC | 2,104 | $1.10M | 0.04% | +2,104 | New |
| Alpha Family Trust | 2,125 | $1.11M | 0.62% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,125 | $1.11M | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,132 | $1.11M | 0.07% | +160+8.1% | Added |
| Moseley Investment Management Inc | 2,139 | $1.12M | 0.44% | +51+2.4% | Added |
| Advisory Alpha, LLC | 2,147 | $1.12M | 0.04% | +439+25.7% | Added |
| Buckingham Strategic Partners | 2,148 | $1.12M | 0.02% | −130−5.7% | Reduced |
| Tradition Wealth Management, LLC | 2,156 | $1.13M | 0.10% | +853+65.5% | Added |
| Wormser Freres Gestion | 2,081 | $1.13M | 0.67% | +167+8.7% | Added |
| Schrum Private Wealth Management LLC | 2,169 | $1.13M | 0.96% | −569−20.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,171 | $1.13M | 0.04% | +100+4.8% | Added |
| OneAscent Financial Services LLC | 2,172 | $1.13M | 0.10% | +11+0.5% | Added |
| IFP Advisors, Inc | 2,174 | $1.13M | 0.04% | +13+0.6% | Added |
| Senator Investment Group LP | 2,174 | $1.13M | 0.03% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 2,174 | $1.13M | 0.84% | +117+5.7% | Added |
| Quest Partners LLC | 2,182 | $1.14M | 0.15% | +1,829+518.1% | Added |
| Tiemann Investment Advisors, LLC | 2,192 | $1.14M | 0.51% | −5−0.2% | Reduced |
| Mather Group, LLC. | 2,195 | $1.15M | 0.01% | +202+10.1% | Added |
| Circle Wealth Management, LLC | 2,199 | $1.15M | 0.02% | −482−18.0% | Reduced |
| Capital Management Associates | 2,200 | $1.15M | 1.35% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,200 | $1.15M | 0.18% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,205 | $1.15M | 0.08% | +2,205 | New |
| Fukoku Mutual Life Insurance Co | 2,207 | $1.15M | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,208 | $1.15M | 0.07% | +53+2.5% | Added |
| Legacy Wealth Management, LLC | 2,210 | $1.15M | 0.46% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,212 | $1.15M | 0.32% | +274+14.1% | Added |
| Altfest L J & Co Inc | 2,215 | $1.16M | 0.15% | −16−0.7% | Reduced |
| FourThought Financial Partners, LLC | 2,218 | $1.16M | 0.12% | +2,218 | New |
| Baader Bank INC | 2,224 | $1.16M | 0.11% | −20,610−90.3% | Reduced |
| JFG Wealth Management, LLC | 2,226 | $1.16M | 0.27% | +2,226 | New |
| Ashton Thomas Private Wealth, LLC | 2,241 | $1.17M | 0.05% | +1,357+153.5% | Added |
| S&CO Inc | 2,245 | $1.17M | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,244 | $1.17M | 0.09% | −546−19.6% | Reduced |
| Atlantic Union Bankshares Corp | 2,247 | $1.17M | 0.07% | 00.0% | Unchanged |
| 111 Capital | 2,247 | $1.17M | 0.25% | +2,247 | New |
| Liberty Capital Management, Inc. | 2,254 | $1.18M | 0.26% | +14+0.6% | Added |
| Coastal Investment Advisors, Inc. | 2,200 | $1.18M | 0.48% | +81+3.8% | Added |
| Virtus ETF Advisers LLC | 2,258 | $1.18M | 0.48% | +252+12.6% | Added |
| Csenge Advisory Group | 2,260 | $1.18M | 0.06% | +159+7.6% | Added |
| Guerra Pan Advisors, LLC | 2,262 | $1.18M | 0.85% | 00.0% | Unchanged |
| Trust Point Inc. | 2,262 | $1.18M | 0.08% | +162+7.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,265 | $1.18M | 0.04% | +371+19.6% | Added |
| Harrington Investments, INC | 2,276 | $1.19M | 0.65% | −22−1.0% | Reduced |
| Prakash Investment Advisors LLC | 2,301 | $1.20M | 1.18% | +2,301 | New |
| CoreCap Advisors, LLC | 2,314 | $1.21M | 0.05% | −7,804−77.1% | Reduced |
| Manchester Capital Management LLC | 2,316 | $1.21M | 0.14% | 00.0% | Unchanged |
| Parnassus Investments | 2,318 | $1.21M | 0.00% | +185+8.7% | Added |
| AlphaQ Advisors LLC | 2,323 | $1.21M | 3.32% | −70−2.9% | Reduced |
| Chesapeake Wealth Management | 2,325 | $1.21M | 0.42% | +13+0.6% | Added |
| Legacy Financial Advisors, Inc. | 2,325 | $1.21M | 0.20% | +237+11.4% | Added |
| Atomi Financial Group, Inc. | 2,337 | $1.22M | 0.06% | +974+71.5% | Added |
| USA Financial Portformulas Corp | 2,348 | $1.23M | 0.19% | −2,115−47.4% | Reduced |
| Foster & Motley Inc | 2,351 | $1.23M | 0.08% | +1,870+388.8% | Added |
| NVWM, LLC | 2,351 | $1.23M | 0.31% | −19−0.8% | Reduced |
| FCG Investment Co | 2,362 | $1.23M | 0.75% | +212+9.9% | Added |
| Choate Investment Advisors | 2,370 | $1.24M | 0.03% | +905+61.8% | Added |
| Sabal Trust CO | 2,373 | $1.24M | 0.07% | +651+37.8% | Added |
| EagleClaw Capital Managment, LLC | 2,380 | $1.24M | 0.20% | +180+8.2% | Added |
| Rowland & Co Investment Counsel | 2,384 | $1.24M | 0.26% | +106+4.7% | Added |
| Trust Co of Virginia | 2,385 | $1.24M | 0.11% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,391 | $1.25M | 0.03% | +154+6.9% | Added |
| Pinnacle Associates Ltd | 2,406 | $1.26M | 0.02% | −146−5.7% | Reduced |
| United Asset Strategies, Inc. | 2,408 | $1.26M | 0.12% | +27+1.1% | Added |
| Empirical Asset Management, LLC | 19,393 | $1.26M | 0.42% | +3,456+21.7% | Added |
| Alps Advisors Inc | 2,419 | $1.26M | 0.01% | −118−4.7% | Reduced |
| United Advisor Group, LLC | 2,419 | $1.26M | 0.25% | +3+0.1% | Added |
| Belpointe Asset Management LLC | 2,567 | $1.26M | 0.08% | −12−0.5% | Reduced |
| Sentry Investment Management LLC | 2,423 | $1.26M | 0.60% | −488−16.8% | Reduced |
| Aaron Wealth Advisors | 2,431 | $1.27M | 0.15% | −6−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,443 | $1.28M | 0.10% | +11+0.5% | Added |
| BTC Capital Management, Inc. | 2,466 | $1.29M | 0.12% | +48+2.0% | Added |
| Atwater Malick LLC | 2,475 | $1.29M | 0.43% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,482 | $1.30M | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 2,489 | $1.30M | 0.09% | +544+28.0% | Added |
| ZEGA Investments, LLC | 2,229 | $1.30M | 0.39% | +2,229 | New |
| Chicago Partners Investment Group LLC | 2,396 | $1.30M | 0.04% | −65−2.6% | Reduced |
| Stone Run Capital, LLC | 2,500 | $1.30M | 0.51% | 00.0% | Unchanged |
| Central Trust Co | 2,512 | $1.31M | 0.03% | +269+12.0% | Added |
| Wealth Alliance | 2,514 | $1.31M | 0.16% | −343−12.0% | Reduced |
| Bensler, LLC | 2,522 | $1.32M | 0.16% | +2,522 | New |
| Institute for Wealth Management, LLC. | 2,526 | $1.32M | 0.17% | +29+1.2% | Added |
| Geller Advisors LLC | 2,527 | $1.32M | 0.09% | −10.0% | Reduced |
| Fidelis Capital Partners, LLC | 2,285 | $1.32M | 0.13% | +9+0.4% | Added |
| Bellecapital International Ltd. | 2,536 | $1.32M | 0.23% | +335+15.2% | Added |
| Fielder Capital Group LLC | 2,546 | $1.33M | 0.41% | −3−0.1% | Reduced |
| Westfield Capital Management Co LP | 2,549 | $1.33M | 0.01% | +2,549 | New |
| Synovus Financial Corp | 2,551 | $1.33M | 0.02% | −21−0.8% | Reduced |
| Brass Tax Wealth Management, Inc | 2,553 | $1.33M | 0.28% | −5−0.2% | Reduced |
| Scientech Research LLC | 2,554 | $1.33M | 0.38% | −2,053−44.6% | Reduced |
| Graypoint LLC | 2,569 | $1.34M | 0.08% | +73+2.9% | Added |
| TB Alternative Assets Ltd. | 2,574 | $1.34M | 0.35% | −146−5.4% | Reduced |
| Marcum Wealth, LLC | 2,574 | $1.34M | 0.12% | −115−4.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,576 | $1.34M | 0.06% | +1,285+99.5% | Added |
| Weaver Capital Management LLC | 2,578 | $1.35M | 0.38% | +249+10.7% | Added |
| Joel Isaacson & Co., LLC | 2,594 | $1.35M | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,608 | $1.36M | 0.31% | 00.0% | Unchanged |