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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 2,613 | $1.36M | 0.03% | +24+0.9% | Added |
| Transcend Wealth Collective, LLC | 2,635 | $1.38M | 0.10% | −21−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,635 | $1.38M | 0.13% | +254+10.7% | Added |
| Insigneo Advisory Services, LLC | 2,646 | $1.38M | 0.14% | −791−23.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,657 | $1.39M | 0.72% | +2,657 | New |
| University of Texas/Texas Am Investment Managment Co | 2,669 | $1.39M | 0.16% | +2,141+405.5% | Added |
| PAX Financial Group, LLC | 2,699 | $1.41M | 0.25% | +10+0.4% | Added |
| Stonegate Investment Group, LLC | 2,712 | $1.42M | 0.04% | −103−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,714 | $1.42M | 0.24% | −173−6.0% | Reduced |
| Catalina Capital Group, LLC | 2,714 | $1.42M | 0.47% | +46+1.7% | Added |
| Great Valley Advisor Group, Inc. | 2,721 | $1.42M | 0.03% | +178+7.0% | Added |
| Souders Financial Advisors | 2,724 | $1.42M | 0.20% | −512−15.8% | Reduced |
| CBOE Vest Financial, LLC | 2,725 | $1.42M | 0.03% | +493+22.1% | Added |
| Country Club Bank | 2,713 | $1.43M | 0.10% | −227−7.7% | Reduced |
| Riverpark Capital Management LLC | 2,753 | $1.44M | 2.51% | −274−9.1% | Reduced |
| Tiaa Trust, National Association | 2,763 | $1.44M | 0.00% | +248+9.9% | Added |
| Inspire Advisors, LLC | 2,766 | $1.44M | 0.18% | +5+0.2% | Added |
| Stock Yards Bank & Trust Co | 2,770 | $1.45M | 0.05% | −30−1.1% | Reduced |
| IPG Investment Advisors LLC | 2,771 | $1.45M | 0.33% | +376+15.7% | Added |
| Premier Path Wealth Partners, LLC | 2,785 | $1.45M | 0.22% | +10.0% | Added |
| Crestline Management, LP | 2,790 | $1.46M | 0.05% | +2,790 | New |
| Sagespring Wealth Partners, LLC | 2,793 | $1.46M | 0.04% | +2,793 | New |
| Churchill Management Corp | 2,794 | $1.46M | 0.02% | −278−9.0% | Reduced |
| Western Financial Corp | 2,801 | $1.46M | 0.80% | +234+9.1% | Added |
| Main Street Financial Solutions, LLC | 2,808 | $1.47M | 0.14% | +1,265+82.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,810 | $1.47M | 3.34% | +878+45.4% | Added |
| GraniteShares Advisors LLC | 2,821 | $1.47M | 0.93% | −429−13.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,839 | $1.48M | 0.02% | −80−2.7% | Reduced |
| Lebenthal Global Advisors, LLC | 2,858 | $1.49M | 0.27% | +311+12.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,864 | $1.49M | 0.12% | −28−1.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,868 | $1.50M | 0.08% | −104−3.5% | Reduced |
| Harbert Fund Advisors, Inc. | 2,875 | $1.50M | 1.30% | +300+11.7% | Added |
| Kinneret Advisory, LLC | 2,901 | $1.51M | 0.14% | −136−4.5% | Reduced |
| Advisors Capital Management, LLC | 2,912 | $1.52M | 0.02% | +165+6.0% | Added |
| Skopos Labs, Inc. | 2,913 | $1.52M | 0.45% | +97+3.4% | Added |
| Equitable Trust Co | 2,920 | $1.52M | 0.09% | −328−10.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,938 | $1.53M | 0.11% | +15+0.5% | Added |
| Sylvest Advisors, LLC | 2,975 | $1.55M | 0.95% | +2,975 | New |
| Umpqua Bank | 2,887 | $1.56M | 0.54% | −55−1.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.57M | 0.19% | +1,000+50.0% | Added |
| Telligent Fund, LP | 3,000 | $1.57M | 1.49% | +3,000 | New |
| K.J. Harrison & Partners Inc | 3,000 | $1.57M | 0.25% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,033 | $1.58M | 0.12% | −197−6.1% | Reduced |
| Midwest Professional Planners, LTD. | 3,033 | $1.58M | 0.47% | +100+3.4% | Added |
| Sectoral Asset Management Inc | 3,050 | $1.59M | 1.06% | 00.0% | Unchanged |
| IronOak Wealth LLC. | 3,056 | $1.60M | 1.79% | +3,056 | New |
| Gilbert & Cook, Inc. | 3,057 | $1.60M | 0.22% | −11−0.4% | Reduced |
| Waldron Private Wealth LLC | 3,064 | $1.60M | 0.06% | +617+25.2% | Added |
| Penobscot Investment Management Company, Inc. | 3,068 | $1.60M | 0.15% | −25−0.8% | Reduced |
| Lavaca Capital LLC | 3,123 | $1.63M | 0.72% | +2,583+478.3% | Added |
| Flagship Harbor Advisors, LLC | 3,165 | $1.65M | 0.09% | +97+3.2% | Added |
| Fire Capital Management LLC | 3,170 | $1.65M | 1.23% | +3,170 | New |
| Everhart Financial Group, Inc. | 3,196 | $1.67M | 0.34% | +150+4.9% | Added |
| SRS Capital Advisors, Inc. | 3,208 | $1.67M | 0.11% | +432+15.6% | Added |
| Quadcap Wealth Management, LLC | 3,209 | $1.67M | 0.25% | −34−1.0% | Reduced |
| Walleye Capital LLC | 3,210 | $1.68M | 0.02% | −8,650−72.9% | Reduced |
| Great Lakes Retirement, Inc. | 3,215 | $1.68M | 0.22% | +50+1.6% | Added |
| Martin Currie Ltd | 3,228 | $1.68M | 0.06% | +1,139+54.5% | Added |
| Strategy Asset Managers LLC | 3,236 | $1.69M | 0.33% | −18−0.6% | Reduced |
| GeoWealth Management, LLC | 3,245 | $1.69M | 0.06% | +48+1.5% | Added |
| Allianz SE | 3,231 | $1.70M | 0.04% | −2,141−39.9% | Reduced |
| Principle Wealth Partners LLC | 3,262 | $1.70M | 0.12% | −415−11.3% | Reduced |
| National Asset Management, Inc. | 3,265 | $1.70M | 0.06% | −612−15.8% | Reduced |
| Farther Finance Advisors, LLC | 3,289 | $1.72M | 0.06% | +389+13.4% | Added |
| Anfield Capital Management, LLC | 3,290 | $1.72M | 0.62% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,315 | $1.73M | 0.03% | −70−2.1% | Reduced |
| Brandywine Managers, LLC | 3,333 | $1.74M | 1.83% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,345 | $1.75M | 0.26% | 00.0% | Unchanged |
| Field & Main Bank | 3,355 | $1.75M | 0.62% | −41−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 3,361 | $1.75M | 0.08% | −386−10.3% | Reduced |
| Brown Brothers Harriman & Co | 3,373 | $1.76M | 0.01% | +714+26.9% | Added |
| Worldquant Millennium Advisors LLC | 3,401 | $1.78M | 0.01% | +3,401 | New |
| Grant Private Wealth Management Inc | 3,450 | $1.80M | 1.94% | +3,450 | New |
| Lake Street Advisors Group, LLC | 3,473 | $1.81M | 0.08% | +197+6.0% | Added |
| Doliver Advisors, LP | 3,476 | $1.81M | 0.50% | −58−1.6% | Reduced |
| SageView Advisory Group, LLC | 3,496 | $1.82M | 0.08% | +653+23.0% | Added |
| Strategic Blueprint, LLC | 3,504 | $1.83M | 0.11% | +248+7.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,511 | $1.83M | 0.89% | −31−0.9% | Reduced |
| LMR Partners LLP | 3,526 | $1.84M | 0.03% | −7,089−66.8% | Reduced |
| 1858 Wealth Management, LLC | 3,532 | $1.84M | 1.46% | −52−1.5% | Reduced |
| Leavell Investment Management, Inc. | 3,556 | $1.86M | 0.09% | +25+0.7% | Added |
| Engineers Gate Manager LP | 3,558 | $1.86M | 0.03% | −6,357−64.1% | Reduced |
| Dark Forest Capital Management LP | 3,566 | $1.86M | 0.27% | +1,874+110.8% | Added |
| Venture Visionary Partners LLC | 3,574 | $1.87M | 0.08% | +277+8.4% | Added |
| Knollwood Investment Advisory, LLC | 3,581 | $1.87M | 0.20% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,595 | $1.88M | 0.23% | +3,093+616.1% | Added |
| Capstone Wealth Management Group, LLC | 3,610 | $1.88M | 1.01% | −331−8.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,612 | $1.89M | 0.41% | +49+1.4% | Added |
| Conning Inc. | 3,629 | $1.89M | 0.07% | +249+7.4% | Added |
| Root Financial Partners, LLC | 3,630 | $1.89M | 0.23% | +121+3.4% | Added |
| Cigna Investments Inc | 3,634 | $1.90M | 0.33% | −24−0.7% | Reduced |
| Willner & Heller, LLC | 3,655 | $1.91M | 1.67% | −220−5.7% | Reduced |
| Mirador Capital Partners LP | 3,666 | $1.91M | 0.35% | +140+4.0% | Added |
| Americana Partners, LLC | 3,667 | $1.91M | 0.08% | +223+6.5% | Added |
| 180 Wealth Advisors, LLC | 3,671 | $1.92M | 0.30% | −12−0.3% | Reduced |
| Brighton Jones LLC | 3,672 | $1.92M | 0.06% | +731+24.9% | Added |
| Ashton Thomas Securities, LLC | 3,678 | $1.92M | 0.53% | +273+8.0% | Added |
| V-Square Quantitative Management LLC | 3,680 | $1.92M | 0.27% | +157+4.5% | Added |
| Bedel Financial Consulting, Inc. | 3,252 | $1.92M | 0.27% | −192−5.6% | Reduced |
| First United Bank Trust | 3,693 | $1.93M | 0.70% | +52+1.4% | Added |