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
- 2,134
- +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
- 824 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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 7,632 | $3.98M | 0.09% | −158−2.0% | Reduced |
| Adviser Investments LLC | 7,643 | $3.99M | 0.05% | +21+0.3% | Added |
| Wellington Shields Capital Management, LLC | 7,675 | $4.01M | 0.71% | −200−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,750 | $4.05M | 0.25% | +364+4.9% | Added |
| Passumpsic Savings Bank | 7,763 | $4.05M | 2.53% | −226−2.8% | Reduced |
| Strategic Advocates LLC | 7,793 | $4.07M | 1.37% | −1,337−14.6% | Reduced |
| Signaturefd, LLC | 7,808 | $4.08M | 0.08% | +315+4.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,816 | $4.08M | 0.30% | −43−0.5% | Reduced |
| BCJ Capital Management, LLC | 7,862 | $4.10M | 0.31% | +7,862 | New |
| Ofi Invest Asset Management | 8,150 | $4.11M | 0.10% | +8,150 | New |
| Plato Investment Management Ltd | 7,844 | $4.11M | 0.30% | +284+3.8% | Added |
| Oak Asset Management, LLC | 7,910 | $4.13M | 1.53% | −75−0.9% | Reduced |
| Hamilton Capital Partners Inc. | 7,935 | $4.14M | 0.31% | −1,010−11.3% | Reduced |
| Affinity Wealth Management LLC | 7,952 | $4.15M | 0.74% | +939+13.4% | Added |
| RDA Financial Network | 7,967 | $4.16M | 1.21% | −302−3.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,043 | $4.20M | 0.22% | +5,120+175.2% | Added |
| Kovitz Investment Group Partners, LLC | 8,058 | $4.21M | 0.02% | +607+8.1% | Added |
| Essential Planning, LLC. | 8,230 | $4.28M | 0.03% | +8,230 | New |
| Transform Wealth, LLC | 8,205 | $4.28M | 0.24% | +3,199+63.9% | Added |
| Panagora Asset Management Inc | 8,211 | $4.29M | 0.02% | +1,118+15.8% | Added |
| Consolidated Planning Corp | 8,229 | $4.30M | 0.58% | +130+1.6% | Added |
| WD Rutherford LLC | 8,310 | $4.34M | 2.06% | +750+9.9% | Added |
| Spahn Wealth & Retirement LLC | 8,320 | $4.34M | 2.85% | +8,320 | New |
| Ossiam | 8,328 | $4.35M | 0.08% | −1,193−12.5% | Reduced |
| Lee Johnson Capital Management, LLC | 8,329 | $4.35M | 2.29% | +151+1.8% | Added |
| Canal Capital Management, LLC | 8,330 | $4.35M | 0.70% | −213−2.5% | Reduced |
| Thoroughbred Financial Services, LLC | 8,330 | $4.35M | 0.27% | −77−0.9% | Reduced |
| Employees Retirement System of Texas | 8,346 | $4.36M | 0.04% | +1,165+16.2% | Added |
| Sigma Planning Corp | 8,387 | $4.38M | 0.14% | −161−1.9% | Reduced |
| Elevatus Welath Management | 8,412 | $4.39M | 1.50% | +223+2.7% | Added |
| Summit Financial, LLC | 8,427 | $4.40M | 0.15% | +1,865+28.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,684 | $4.41M | 0.04% | +6+0.1% | Added |
| Diversify Wealth Management, LLC | 8,063 | $4.41M | 0.34% | +4,066+101.7% | Added |
| Cohen Klingenstein LLC | 8,460 | $4.42M | 0.15% | 00.0% | Unchanged |
| Legacy CG, LLC | 8,479 | $4.43M | 1.36% | +1,861+28.1% | Added |
| Longbow Finance SA | 8,490 | $4.43M | 0.48% | +8,490 | New |
| Rockingstone Advisors LLC | 8,503 | $4.44M | 1.96% | −245−2.8% | Reduced |
| Sequoia Financial Advisors, LLC | 8,560 | $4.47M | 0.04% | +942+12.4% | Added |
| HM Payson & Co | 8,582 | $4.48M | 0.08% | −315−3.5% | Reduced |
| SBI Securities Co., Ltd. | 8,626 | $4.50M | 0.14% | +8,626 | New |
| Nwam LLC | 8,687 | $4.53M | 0.28% | −12−0.1% | Reduced |
| E Fund Management Co., Ltd. | 8,698 | $4.54M | 0.23% | +4,475+106.0% | Added |
| Algert Global LLC | 8,727 | $4.56M | 0.11% | +4,681+115.7% | Added |
| Cyndeo Wealth Partners, LLC | 8,786 | $4.59M | 0.31% | +407+4.9% | Added |
| Vestmark Advisory Solutions, Inc. | 8,794 | $4.59M | 0.16% | +29+0.3% | Added |
| Cresset Asset Management, LLC | 8,805 | $4.60M | 0.02% | −30,983−77.9% | Reduced |
| Atria Wealth Solutions, Inc. | 8,891 | $4.64M | 0.05% | −6,304−41.5% | Reduced |
| Vega Investment Solutions | 8,927 | $4.66M | 3.84% | +8,927 | New |
| Stephens Inc | 8,943 | $4.67M | 0.07% | +732+8.9% | Added |
| Dakota Wealth Management | 8,952 | $4.67M | 0.11% | −306−3.3% | Reduced |
| Generali Investments, Management Co LLC | 8,970 | $4.68M | 1.21% | +8,970 | New |
| Vident Advisory, LLC | 8,972 | $4.68M | 0.08% | +904+11.2% | Added |
| Taika Capital, LP | 8,975 | $4.68M | 3.57% | +8,975 | New |
| Vinva Investment Management Ltd | 8,902 | $4.69M | 0.18% | −1,080−10.8% | Reduced |
| CAPROCK Group, Inc. | 9,041 | $4.72M | 0.15% | +788+9.5% | Added |
| Wahed Invest LLC | 9,042 | $4.72M | 0.78% | +523+6.1% | Added |
| Chiron Investment Management, LLC | 9,068 | $4.73M | 1.58% | −3,600−28.4% | Reduced |
| Carnegie Lake Advisors LLC | 9,075 | $4.74M | 1.91% | 00.0% | Unchanged |
| Vestcor Inc | 9,120 | $4.76M | 0.16% | +642+7.6% | Added |
| Saranac Partners Ltd | 9,137 | $4.77M | 2.63% | +9,137 | New |
| Aft, Forsyth & Company, Inc. | 9,209 | $4.81M | 2.36% | −120−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,245 | $4.83M | 0.26% | +907+10.9% | Added |
| Clear Harbor Asset Management, LLC | 9,290 | $4.85M | 0.39% | +168+1.8% | Added |
| Neville Rodie & Shaw Inc | 9,297 | $4.85M | 0.35% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 9,332 | $4.87M | 0.68% | −44−0.5% | Reduced |
| Alcosta Capital Management, Inc. | 9,371 | $4.89M | 2.85% | +9,371 | New |
| Univest Financial Corp | 9,415 | $4.91M | 0.31% | +469+5.2% | Added |
| Bleakley Financial Group, LLC | 9,433 | $4.92M | 0.15% | +1,055+12.6% | Added |
| Axxcess Wealth Management, LLC | 9,482 | $4.95M | 0.12% | −611−6.1% | Reduced |
| Sava Infond d.o.o. | 9,540 | $4.98M | 0.88% | +9,540 | New |
| Federation des caisses Desjardins du Quebec | 9,554 | $4.99M | 0.03% | −2,391−20.0% | Reduced |
| Wisconsin Capital Management LLC | 9,616 | $5.02M | 2.76% | −109−1.1% | Reduced |
| Hodges Capital Management Inc. | 9,636 | $5.03M | 0.30% | −171−1.7% | Reduced |
| Commerzbank Aktiengesellschaft | 9,646 | $5.04M | 0.12% | +1,679+21.1% | Added |
| Dnca Finance | 9,650 | $5.04M | 0.39% | −1,350−12.3% | Reduced |
| Baldwin Investment Management, LLC | 9,657 | $5.04M | 0.66% | −86−0.9% | Reduced |
| Citizens Financial Group Inc | 9,669 | $5.05M | 0.10% | +1,549+19.1% | Added |
| Alerus Financial NA | 9,678 | $5.05M | 0.39% | +6,186+177.1% | Added |
| Welch & Forbes LLC | 9,696 | $5.06M | 0.07% | −94−1.0% | Reduced |
| Everence Capital Management Inc | 9,740 | $5.08M | 0.33% | −190−1.9% | Reduced |
| Orion Capital Management LLC | 9,789 | $5.11M | 2.25% | −40−0.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,843 | $5.14M | 0.48% | +525+5.6% | Added |
| Liberty Wealth Management LLC | 9,886 | $5.16M | 0.86% | −381−3.7% | Reduced |
| HB Wealth Management, LLC | 9,908 | $5.17M | 0.05% | +874+9.7% | Added |
| Tandem Investment Advisors, Inc. | 9,954 | $5.20M | 0.20% | +182+1.9% | Added |
| Independent Financial Group, LLC | 10,011 | $5.23M | 0.17% | −95−0.9% | Reduced |
| Bahl & Gaynor Inc | 10,028 | $5.23M | 0.03% | −217−2.1% | Reduced |
| Richard Bernstein Advisors LLC | 10,040 | $5.24M | 0.12% | −2,960−22.8% | Reduced |
| Deane Retirement Strategies, Inc. | 10,050 | $5.25M | 2.64% | +97+1.0% | Added |
| Lockheed Martin Investment Management Co | 10,070 | $5.26M | 0.21% | +1,600+18.9% | Added |
| Burns J W & Co Inc | 10,090 | $5.27M | 0.67% | +263+2.7% | Added |
| Natixis Investment Managers International | 10,167 | $5.31M | 0.41% | −582−5.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,217 | $5.33M | 0.68% | +562+5.8% | Added |
| Argent Trust Co | 10,221 | $5.33M | 0.22% | +445+4.6% | Added |
| Jackson Square Partners, LLC | 10,236 | $5.34M | 0.58% | −1,094−9.7% | Reduced |
| First Hawaiian Bank | 10,256 | $5.35M | 0.17% | +30.0% | Added |
| Voleon Capital Management LP | 10,285 | $5.37M | 0.40% | +10,285 | New |
| Fiduciary Trust Co | 10,286 | $5.37M | 0.07% | +111+1.1% | Added |
| Howard Capital Management Inc. | 10,293 | $5.37M | 0.08% | +348+3.5% | Added |
| Roundview Capital LLC | 10,313 | $5.38M | 0.38% | +101+1.0% | Added |