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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 5,020 | $2.62M | 0.88% | −19−0.4% | Reduced |
| Altman Advisors, Inc. | 5,029 | $2.62M | 1.12% | −212−4.0% | Reduced |
| Fox Hill Wealth Management | 5,051 | $2.64M | 1.49% | +5,051 | New |
| Segment Wealth Management, LLC | 5,052 | $2.64M | 0.18% | −45−0.9% | Reduced |
| Stablepoint Partners, LLC | 5,055 | $2.64M | 0.48% | −50−1.0% | Reduced |
| Close Asset Management Ltd | 5,078 | $2.65M | 0.07% | 00.0% | Unchanged |
| M&G Plc | 5,088 | $2.66M | 0.02% | +19+0.4% | Added |
| Trust Co of Vermont | 5,095 | $2.66M | 0.13% | −25−0.5% | Reduced |
| Everett Harris & Co | 5,133 | $2.68M | 0.03% | −145−2.7% | Reduced |
| Gallagher Capital Advisors, LLC | 5,154 | $2.69M | 1.96% | +5,154 | New |
| Court Place Advisors, LLC | 5,160 | $2.69M | 0.87% | −150−2.8% | Reduced |
| Scotia Capital Inc. | 5,166 | $2.70M | 0.01% | +204+4.1% | Added |
| Equitable Holdings, Inc. | 5,172 | $2.70M | 0.03% | +14+0.3% | Added |
| Suvretta Capital Management, LLC | 5,200 | $2.71M | 0.10% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,259 | $2.74M | 0.35% | +5,259 | New |
| Whitener Capital Management, Inc. | 5,271 | $2.75M | 0.77% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 5,285 | $2.76M | 0.13% | +42+0.8% | Added |
| STF Management LP | 5,304 | $2.77M | 1.24% | +155+3.0% | Added |
| Beacon Pointe Advisors, LLC | 5,318 | $2.78M | 0.03% | −2,695−33.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,336 | $2.79M | 0.76% | −408−7.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,409 | $2.82M | 0.04% | −331−5.8% | Reduced |
| Hills Bank & Trust Co | 5,418 | $2.83M | 0.21% | −143−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 5,418 | $2.83M | 0.03% | +5,319+5,372.7% | Added |
| AMF Pensionsforsakring AB | 5,505 | $2.87M | 0.02% | +5,505 | New |
| Integrated Wealth Concepts LLC | 5,530 | $2.89M | 0.03% | +709+14.7% | Added |
| Pinnacle Wealth Management, LLC | 5,580 | $2.91M | 3.24% | −56−1.0% | Reduced |
| GAMMA Investing LLC | 5,597 | $2.92M | 0.25% | +507+10.0% | Added |
| IMA Wealth, Inc. | 5,604 | $2.93M | 0.35% | −82−1.4% | Reduced |
| Westpac Banking Corp | 5,671 | $2.96M | 0.20% | 00.0% | Unchanged |
| RMR Wealth Builders | 5,699 | $2.97M | 0.31% | +236+4.3% | Added |
| Falcon Wealth Planning | 5,703 | $2.98M | 0.33% | +10+0.2% | Added |
| Tower View Investment Management & Research LLC | 5,708 | $2.98M | 1.57% | −10.0% | Reduced |
| Kampmann Melissa S. | 5,713 | $2.98M | 2.35% | −650−10.2% | Reduced |
| Claret Asset Management Corp | 5,730 | $2.99M | 0.47% | −217−3.6% | Reduced |
| Clarity Capital Partners LLC | 5,772 | $3.01M | 1.56% | −145−2.5% | Reduced |
| Broadwater Capital Management LLC | 5,772 | $3.01M | 2.31% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 5,814 | $3.03M | 0.06% | +39+0.7% | Added |
| Ascent Group, LLC | 5,818 | $3.04M | 0.23% | +367+6.7% | Added |
| Wetherby Asset Management Inc | 5,826 | $3.04M | 0.15% | −411−6.6% | Reduced |
| Quadrant Capital Group LLC | 5,831 | $3.04M | 0.21% | +245+4.4% | Added |
| PFG Advisors | 5,837 | $3.05M | 0.19% | +49+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 5,846 | $3.05M | 0.06% | +145+2.5% | Added |
| HighPoint Advisor Group LLC | 5,160 | $3.05M | 0.17% | +327+6.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,900 | $3.08M | 1.36% | +4,300+268.8% | Added |
| King Luther Capital Management Corp | 5,907 | $3.08M | 0.01% | +242+4.3% | Added |
| Berger Financial Group, Inc | 5,966 | $3.11M | 0.22% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,936 | $3.13M | 0.07% | +5,083+595.9% | Added |
| Moody National Bank Trust Division | 6,005 | $3.13M | 0.33% | −314−5.0% | Reduced |
| Legato Capital Management LLC | 6,033 | $3.15M | 0.41% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 6,043 | $3.15M | 0.23% | −4,795−44.2% | Reduced |
| Bayesian Capital Management, LP | 6,160 | $3.22M | 0.39% | +6,160 | New |
| Haven Capital Group, Inc. | 6,171 | $3.22M | 3.03% | +6,171 | New |
| Stratos Wealth Advisors, LLC | 6,219 | $3.25M | 0.16% | +124+2.0% | Added |
| Keebeck Wealth Management, LLC | 6,221 | $3.25M | 0.47% | +101+1.7% | Added |
| TFR Capital, LLC. | 6,230 | $3.25M | 1.62% | +6,230 | New |
| Accurate Wealth Management, LLC | 5,978 | $3.27M | 0.63% | +373+6.7% | Added |
| First Financial Bankshares Inc | 6,280 | $3.28M | 0.07% | +34+0.5% | Added |
| Highland Capital Management, LLC | 6,319 | $3.30M | 0.19% | +51+0.8% | Added |
| AE Wealth Management LLC | 6,341 | $3.31M | 0.03% | +640+11.2% | Added |
| Wedmont Private Capital | 6,102 | $3.34M | 0.18% | +431+7.6% | Added |
| Goelzer Investment Management, Inc. | 6,412 | $3.35M | 0.19% | +91+1.4% | Added |
| Herold Advisors, Inc. | 6,450 | $3.37M | 0.73% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,491 | $3.39M | 0.44% | −172−2.6% | Reduced |
| Perigon Wealth Management, LLC | 5,804 | $3.39M | 0.08% | +350+6.4% | Added |
| Daymark Wealth Partners, LLC | 6,529 | $3.41M | 0.14% | −498−7.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,532 | $3.41M | 0.20% | +6,532 | New |
| Capital Asset Advisory Services LLC | 6,406 | $3.43M | 0.17% | −73−1.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,584 | $3.44M | 0.08% | −23,781−78.3% | Reduced |
| Guardian Capital LP | 6,593 | $3.44M | 0.13% | +448+7.3% | Added |
| Summit Trail Advisors, LLC | 6,602 | $3.45M | 0.13% | +1,150+21.1% | Added |
| First Horizon Advisors, Inc. | 6,604 | $3.45M | 0.10% | −103−1.5% | Reduced |
| Papamarkou Wellner Asset Management inc. | 6,658 | $3.48M | 2.41% | +6,658 | New |
| Merit Financial Group, LLC | 6,664 | $3.48M | 0.06% | +2,213+49.7% | Added |
| Procyon Private Wealth Partners, LLC | 6,744 | $3.52M | 0.22% | +487+7.8% | Added |
| Scott & Selber, Inc. | 6,743 | $3.52M | 1.06% | −160−2.3% | Reduced |
| Savant Capital, LLC | 6,803 | $3.55M | 0.03% | +1,030+17.8% | Added |
| Nilsine Partners, LLC | 6,889 | $3.60M | 0.38% | +595+9.5% | Added |
| Next Century Growth Investors LLC | 6,890 | $3.60M | 0.27% | +2,893+72.4% | Added |
| GLOBALT Investments LLC | 6,893 | $3.60M | 0.14% | +84+1.2% | Added |
| Azzad Asset Management Inc | 6,980 | $3.64M | 0.70% | −438−5.9% | Reduced |
| Ostrum Asset Management | 6,988 | $3.65M | 0.32% | +87+1.3% | Added |
| Harbor Capital Advisors, Inc. | 7,006 | $3.66M | 0.16% | +172+2.5% | Added |
| Triglav Skladi, D.O.O. | 7,020 | $3.66M | 0.29% | +7,020 | New |
| SG Americas Securities, LLC | 7,050 | $3.68M | 0.02% | −1,909−21.3% | Reduced |
| BDF-Gestion | 7,101 | $3.71M | 0.38% | −923−11.5% | Reduced |
| Graham Capital Management, L.P. | 7,182 | $3.75M | 0.12% | +7,182 | New |
| First Bank & Trust | 7,202 | $3.76M | 0.72% | −230−3.1% | Reduced |
| Wendell David Associates Inc | 7,275 | $3.80M | 0.38% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,275 | $3.80M | 0.02% | −15,841−68.5% | Reduced |
| APG Asset Management US Inc. | 7,343 | $3.83M | 0.03% | +7,343 | New |
| Front Row Advisors LLC | 7,350 | $3.84M | 1.33% | +5+0.1% | Added |
| Hilltop Holdings Inc. | 7,353 | $3.84M | 0.24% | −807−9.9% | Reduced |
| Exome Asset Management LLC | 7,427 | $3.88M | 2.92% | 00.0% | Unchanged |
| Intrust Bank NA | 7,429 | $3.88M | 0.39% | −49−0.7% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 7,491 | $3.91M | 2.91% | −45−0.6% | Reduced |
| Freestone Capital Holdings, LLC | 7,535 | $3.93M | 0.14% | +72+1.0% | Added |
| BW Gestao de Investimentos Ltda. | 7,578 | $3.96M | 0.18% | +7,578 | New |
| Diversify Advisory Services, LLC | 7,227 | $3.96M | 0.22% | +2,151+42.4% | Added |
| Illumine Investment Management, LLC | 7,587 | $3.96M | 3.26% | +7,587 | New |
| Snowden Capital Advisors LLC | 7,596 | $3.96M | 0.12% | −533−6.6% | Reduced |