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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 3,698 | $1.93M | 0.03% | −265−6.7% | Reduced |
| Boston Financial Mangement LLC | 3,705 | $1.93M | 0.06% | −127−3.3% | Reduced |
| AlphaCentric Advisors LLC | 3,706 | $1.93M | 1.93% | +2,456+196.5% | Added |
| J.W. Cole Advisors, Inc. | 3,708 | $1.94M | 0.08% | +357+10.7% | Added |
| Syon Capital LLC | 3,717 | $1.94M | 0.17% | −168−4.3% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $1.94M | 0.66% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 3,726 | $1.94M | 0.04% | +3,726 | New |
| McRae Capital Management Inc | 3,765 | $1.97M | 0.39% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,772 | $1.97M | 0.21% | −77−2.0% | Reduced |
| Compagnie Lombard Odier SCmA | 3,775 | $1.97M | 0.03% | +1,192+46.1% | Added |
| Fulton Bank, N.A. | 3,778 | $1.97M | 0.08% | +708+23.1% | Added |
| Westmount Partners, LLC | 3,791 | $1.98M | 0.60% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,821 | $1.99M | 0.01% | −125,531−97.0% | Reduced |
| Leonteq Securities AG | 3,832 | $2.00M | 0.20% | +1,046+37.5% | Added |
| HBK Sorce Advisory LLC | 3,836 | $2.00M | 0.06% | +63+1.7% | Added |
| Brendel Financial Advisors LLC | 3,838 | $2.00M | 1.21% | +3,838 | New |
| PFG Investments, LLC | 3,925 | $2.05M | 0.13% | +326+9.1% | Added |
| Legacy Bridge, LLC | 3,930 | $2.05M | 1.07% | 00.0% | Unchanged |
| Proequities, Inc. | 3,361 | $2.05M | 0.12% | −182−5.1% | Reduced |
| Sepio Capital, LP | 3,945 | $2.06M | 0.16% | −41−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 3,960 | $2.07M | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,983 | $2.08M | 0.07% | +1,819+84.1% | Added |
| TD Private Client Wealth LLC | 3,988 | $2.08M | 0.06% | +299+8.1% | Added |
| Wealthcare Advisory Partners LLC | 4,004 | $2.09M | 0.06% | +97+2.5% | Added |
| Ballentine Partners, LLC | 4,015 | $2.10M | 0.04% | +168+4.4% | Added |
| Qtron Investments LLC | 4,027 | $2.10M | 0.30% | −153−3.7% | Reduced |
| Twin Tree Management, LP | 4,032 | $2.10M | 0.05% | +4,026+67,100.0% | Added |
| Portfolio Design Labs, LLC | 4,035 | $2.11M | 0.43% | +516+14.7% | Added |
| Jacksonville Wealth Management, LLC | 4,040 | $2.11M | 1.97% | +4,040 | New |
| Trust Asset Management LLC | 4,051 | $2.11M | 0.17% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,062 | $2.12M | 0.08% | −15,763−79.5% | Reduced |
| Smartleaf Asset Management LLC | 4,032 | $2.12M | 0.22% | +673+20.0% | Added |
| Spears Abacus Advisors LLC | 4,088 | $2.13M | 0.04% | +3+0.1% | Added |
| Evolutionary Tree Capital Management, LLC | 4,095 | $2.14M | 2.17% | −247−5.7% | Reduced |
| CNB Bank | 4,096 | $2.14M | 0.99% | −91−2.2% | Reduced |
| Larson Financial Group LLC | 4,097 | $2.14M | 0.11% | +3,243+379.7% | Added |
| Argus Investors' Counsel, Inc. | 4,113 | $2.15M | 1.43% | −38−0.9% | Reduced |
| We Are One Seven, LLC | 4,124 | $2.15M | 0.08% | −102−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 4,147 | $2.16M | 0.17% | −17−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,161 | $2.17M | 0.01% | −2,890−41.0% | Reduced |
| SlateStone Wealth, LLC | 4,176 | $2.18M | 0.21% | +138+3.4% | Added |
| Valeo Financial Advisors, LLC | 4,193 | $2.19M | 0.06% | +74+1.8% | Added |
| Angeles Wealth Management, LLC | 4,197 | $2.19M | 0.18% | −407−8.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,200 | $2.19M | 1.27% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,202 | $2.19M | 0.10% | +320+8.2% | Added |
| Grandfield & Dodd, LLC | 4,206 | $2.20M | 0.14% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,210 | $2.20M | 0.31% | −20.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 4,230 | $2.21M | 0.59% | +4,230 | New |
| GM Advisory Group, Inc. | 4,240 | $2.21M | 0.12% | −31−0.7% | Reduced |
| Eastern Bank | 4,266 | $2.23M | 0.04% | +203+5.0% | Added |
| Evergreen Capital Management LLC | 4,268 | $2.23M | 0.07% | +112+2.7% | Added |
| Eastover Investment Advisors LLC | 4,273 | $2.23M | 1.04% | −102−2.3% | Reduced |
| Intellectus Partners, LLC | 4,285 | $2.24M | 0.50% | −70−1.6% | Reduced |
| TriaGen Wealth Management LLC | 4,286 | $2.24M | 0.75% | −103−2.3% | Reduced |
| Wintrust Investments LLC | 4,298 | $2.24M | 1.97% | −201−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,354 | $2.27M | 0.04% | +94+2.2% | Added |
| Hollencrest Capital Management | 4,367 | $2.28M | 0.09% | −10−0.2% | Reduced |
| CWA Asset Management Group, LLC | 4,376 | $2.28M | 0.12% | +10+0.2% | Added |
| Family Capital Trust Co | 4,377 | $2.28M | 0.77% | −4,378−50.0% | Reduced |
| Diversified Trust Co | 4,383 | $2.29M | 0.06% | +25+0.6% | Added |
| Eagle Health Investments LP | 4,390 | $2.29M | 0.56% | −3,000−40.6% | Reduced |
| Terra Nova Asset Management LLC | 4,428 | $2.31M | 1.76% | +15+0.3% | Added |
| Stonebridge Capital Advisors LLC | 4,443 | $2.32M | 0.19% | −354−7.4% | Reduced |
| Old National Bancorp | 4,450 | $2.32M | 0.06% | +74+1.7% | Added |
| RMB Capital Management, LLC | 4,453 | $2.32M | 0.05% | −384−7.9% | Reduced |
| Ritholtz Wealth Management | 4,465 | $2.33M | 0.07% | +44+1.0% | Added |
| Ronald Blue Trust, Inc. | 4,467 | $2.33M | 0.03% | +734+19.7% | Added |
| Alhambra Investment Partners LLC | 4,500 | $2.35M | 1.20% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,524 | $2.36M | 0.04% | +92+2.1% | Added |
| Alamar Capital Management, LLC | 4,526 | $2.36M | 1.29% | −105−2.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,539 | $2.37M | 0.35% | +631+16.1% | Added |
| NorthRock Partners, LLC | 4,542 | $2.37M | 0.08% | −160−3.4% | Reduced |
| RiverPark Advisors, LLC | 8,711 | $2.37M | 1.91% | +4,231+94.4% | Added |
| Malaga Cove Capital, LLC | 4,581 | $2.39M | 0.94% | 00.0% | Unchanged |
| Black Swift Group, LLC | 4,600 | $2.40M | 0.51% | −2,000−30.3% | Reduced |
| Redmond Asset Management, LLC | 4,638 | $2.42M | 0.60% | −83−1.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,638 | $2.42M | 0.27% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,653 | $2.43M | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,709 | $2.46M | 0.13% | +170+3.7% | Added |
| Stiles Financial Services Inc | 4,755 | $2.48M | 0.90% | −182−3.7% | Reduced |
| Ingalls & Snyder LLC | 4,762 | $2.49M | 0.10% | −273−5.4% | Reduced |
| Jackson Square Capital, LLC | 4,792 | $2.50M | 0.60% | +1,800+60.2% | Added |
| Alaethes Wealth LLC | 4,819 | $2.52M | 0.90% | +27+0.6% | Added |
| Westbourne Investments, Inc. | 4,835 | $2.52M | 1.49% | +4,835 | New |
| Clare Market Investments LLC | 4,844 | $2.53M | 0.60% | +460+10.5% | Added |
| Empire Life Investments Inc. | 4,846 | $2.53M | 0.16% | +4,846 | New |
| Legacy Advisors, LLC | 4,846 | $2.53M | 0.25% | +492+11.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,854 | $2.53M | 0.14% | +303+6.7% | Added |
| Waterloo Capital, L.P. | 4,865 | $2.54M | 0.27% | +506+11.6% | Added |
| Account Management LLC | 4,875 | $2.54M | 2.98% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 4,879 | $2.55M | 1.29% | −247−4.8% | Reduced |
| Cullinan Associates Inc | 4,900 | $2.56M | 0.16% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 4,921 | $2.57M | 0.90% | +1,645+50.2% | Added |
| Vise Technologies, Inc. | 4,925 | $2.57M | 0.21% | +2,256+84.5% | Added |
| Texas Yale Capital Corp. | 4,930 | $2.57M | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,931 | $2.57M | 0.14% | +201+4.2% | Added |
| Jefferies Financial Group Inc. | 4,944 | $2.58M | 0.03% | −425−7.9% | Reduced |
| Conway Capital Management, Inc. | 4,951 | $2.58M | 1.14% | +382+8.4% | Added |
| Avestar Capital, LLC | 4,971 | $2.59M | 0.24% | +296+6.3% | Added |
| Change Path, LLC | 4,986 | $2.60M | 0.08% | +2,331+87.8% | Added |