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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 10,340 | $5.40M | 0.96% | +522+5.3% | Added |
| Apollon Wealth Management, LLC | 10,380 | $5.42M | 0.12% | −156−1.5% | Reduced |
| J. Safra Sarasin Holding AG | 10,409 | $5.43M | 0.09% | +4,168+66.8% | Added |
| Tokio Marine Asset Management Co Ltd | 10,476 | $5.47M | 0.19% | +455+4.5% | Added |
| Allstate Corp | 10,491 | $5.48M | 0.16% | +10,491 | New |
| Dynamic Advisor Solutions LLC | 10,508 | $5.48M | 0.24% | −51−0.5% | Reduced |
| Kieckhefer Group LLC | 10,790 | $5.63M | 3.39% | +10,790 | New |
| Frank, Rimerman Advisors LLC | 10,890 | $5.68M | 0.41% | +60+0.6% | Added |
| Covenant Asset Management, LLC | 10,907 | $5.69M | 1.26% | −183−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 10,965 | $5.72M | 0.08% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 10,991 | $5.74M | 2.86% | +259+2.4% | Added |
| Nicola Wealth Management Ltd. | 11,000 | $5.74M | 0.54% | 00.0% | Unchanged |
| Oak Associates, Ltd | 11,023 | $5.75M | 0.40% | +313+2.9% | Added |
| Alpine Woods Capital Investors, LLC | 11,081 | $5.78M | 1.10% | −50−0.4% | Reduced |
| Great Lakes Advisors, LLC | 11,093 | $5.79M | 0.05% | −799−6.7% | Reduced |
| Marks Group Wealth Management, Inc | 11,109 | $5.80M | 0.57% | −82−0.7% | Reduced |
| Sandler Capital Management | 11,109 | $5.80M | 0.95% | −2,734−19.8% | Reduced |
| BNC Wealth Management, LLC | 11,148 | $5.82M | 1.91% | +603+5.7% | Added |
| Gamco Investors, Inc. Et Al | 11,165 | $5.83M | 0.06% | −446−3.8% | Reduced |
| 1st Source Bank | 11,238 | $5.87M | 0.34% | −52−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,250 | $5.87M | 0.58% | −312−2.7% | Reduced |
| Andra AP-fonden | 11,300 | $5.90M | 0.09% | −4,700−29.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,309 | $5.90M | 0.13% | +68+0.6% | Added |
| Flputnam Investment Management Co | 11,365 | $5.93M | 0.11% | +107+1.0% | Added |
| Trifecta Capital Advisors, LLC | 11,514 | $6.01M | 1.19% | +655+6.0% | Added |
| Coldstream Capital Management Inc | 11,539 | $6.02M | 0.13% | −22−0.2% | Reduced |
| Petredis Investment Advisors LLC | 11,594 | $6.05M | 0.63% | −100−0.9% | Reduced |
| Marvin & Palmer Associates Inc | 11,720 | $6.12M | 4.67% | −50−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 11,799 | $6.16M | 0.10% | +2,064+21.2% | Added |
| Horizon Investments, LLC | 11,884 | $6.20M | 0.18% | +2,916+32.5% | Added |
| Independent Advisor Alliance | 11,946 | $6.24M | 0.08% | +2,226+22.9% | Added |
| Empirical Finance, LLC | 11,955 | $6.24M | 0.36% | −151−1.2% | Reduced |
| Global Retirement Partners, LLC | 11,994 | $6.26M | 0.18% | +1,238+11.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,010 | $6.27M | 0.55% | −20−0.2% | Reduced |
| Verition Fund Management LLC | 12,070 | $6.30M | 0.03% | +5,920+96.3% | Added |
| Legacy Trust | 12,142 | $6.34M | 1.47% | +356+3.0% | Added |
| Concurrent Investment Advisors, LLC | 12,145 | $6.34M | 0.17% | +2,272+23.0% | Added |
| Reuter James Wealth Management, LLC | 12,218 | $6.38M | 1.18% | −301−2.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,292 | $6.42M | 0.42% | −463−3.6% | Reduced |
| Zions Bancorporation, N.A. | 12,391 | $6.47M | 0.41% | +814+7.0% | Added |
| Wealth High Governance Capital Ltda | 12,422 | $6.48M | 2.33% | +12,422 | New |
| GWM Advisors LLC | 12,442 | $6.49M | 0.04% | −294−2.3% | Reduced |
| Union Bancaire Privee, UBP SA | 12,757 | $6.51M | 0.12% | +12,757 | New |
| RSM US Wealth Management LLC | 12,374 | $6.51M | 0.09% | −1,054−7.8% | Reduced |
| Fiduciary Alliance LLC | 12,497 | $6.52M | 0.66% | +3,151+33.7% | Added |
| Phoenix Holdings Ltd. | 12,540 | $6.55M | 0.09% | −1,220−8.9% | Reduced |
| Cornerstone Capital, Inc. | 12,625 | $6.59M | 0.69% | −69−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 12,854 | $6.71M | 0.55% | +33+0.3% | Added |
| AustralianSuper Pty Ltd | 12,886 | $6.73M | 0.03% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 12,900 | $6.73M | 0.84% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,913 | $6.74M | 0.10% | −760−5.6% | Reduced |
| Nicholas Investment Partners, LP | 12,932 | $6.75M | 0.59% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,059 | $6.82M | 0.07% | +204+1.6% | Added |
| Orion Portfolio Solutions, LLC | 13,059 | $6.82M | 0.07% | +204+1.6% | Added |
| TownSquare Capital, LLC | 13,065 | $6.82M | 0.08% | +1,994+18.0% | Added |
| Kennedy Capital Management, Inc. | 13,094 | $6.83M | 0.15% | +1,681+14.7% | Added |
| D.A. Davidson & Co. | 13,198 | $6.89M | 0.06% | +115+0.9% | Added |
| Strategic Planning Group, LLC | 13,199 | $6.89M | 1.27% | +333+2.6% | Added |
| Bath Savings Trust Co | 13,212 | $6.90M | 0.70% | −410−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,237 | $6.91M | 0.31% | +907+7.4% | Added |
| Allworth Financial LP | 11,364 | $6.94M | 0.04% | +2,998+35.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,276 | $7.00M | 2.78% | −2,020−13.2% | Reduced |
| Greenfield Seitz Capital Management, LLC | 13,445 | $7.02M | 2.67% | −28−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 13,476 | $7.03M | 0.10% | +391+3.0% | Added |
| Simplify Asset Management Inc. | 13,487 | $7.04M | 0.49% | −9,743−41.9% | Reduced |
| Arlington Financial Advisors, LLC | 13,491 | $7.04M | 1.40% | −403−2.9% | Reduced |
| First Long Island Investors, LLC | 13,600 | $7.10M | 0.56% | 00.0% | Unchanged |
| Sandy Spring Bank | 13,634 | $7.12M | 0.29% | +683+5.3% | Added |
| EP Wealth Advisors, LLC | 13,643 | $7.12M | 0.06% | −294−2.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,655 | $7.13M | 1.35% | +339+2.5% | Added |
| CIBC Capital Markets (Europe) S.A. | 13,700 | $7.15M | 9.80% | +13,700 | New |
| Mirova | 13,703 | $7.15M | 1.23% | +486+3.7% | Added |
| Quantitative Investment Management, LLC | 13,780 | $7.19M | 0.54% | +9,775+244.1% | Added |
| First National Trust Co | 13,913 | $7.26M | 0.27% | +994+7.7% | Added |
| Wedbush Securities Inc | 14,015 | $7.32M | 0.26% | +314+2.3% | Added |
| Walleye Trading LLC | 14,195 | $7.41M | 0.15% | +9,373+194.4% | Added |
| KMG Fiduciary Partners, LLC | 14,249 | $7.44M | 0.62% | +21+0.1% | Added |
| Private Advisor Group, LLC | 14,267 | $7.45M | 0.04% | −643−4.3% | Reduced |
| Cornerstone Advisors, LLC | 14,300 | $7.46M | 0.30% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 14,325 | $7.48M | 3.29% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 14,356 | $7.49M | 2.70% | +406+2.9% | Added |
| Callan Family Office, LLC | 14,451 | $7.54M | 0.48% | +14,451 | New |
| 2Xideas AG | 14,472 | $7.55M | 1.01% | −2,778−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,525 | $7.58M | 0.07% | +2,182+17.7% | Added |
| Arkadios Wealth Advisors | 14,533 | $7.59M | 0.41% | +1,229+9.2% | Added |
| Rench Wealth Management, Inc. | 14,546 | $7.59M | 2.59% | +650+4.7% | Added |
| Simmons Bank | 14,549 | $7.59M | 0.56% | −96−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 14,586 | $7.61M | 0.21% | −2,400−14.1% | Reduced |
| Boston Trust Walden Corp | 14,677 | $7.66M | 0.05% | −684−4.5% | Reduced |
| Hantz Financial Services, Inc. | 14,678 | $7.66M | 0.13% | +535+3.8% | Added |
| Moody Lynn & Lieberson, LLC | 14,748 | $7.70M | 0.47% | −238−1.6% | Reduced |
| Robocap Asset Management Ltd | 14,760 | $7.70M | 5.16% | −1,950−11.7% | Reduced |
| Resources Investment Advisors, LLC. | 14,947 | $7.80M | 0.09% | +118+0.8% | Added |
| Ravenstone Capital Management Inc. | 15,190 | $7.93M | 4.56% | +86+0.6% | Added |
| Factory Mutual Insurance Co | 15,300 | $7.99M | 0.09% | −5,200−25.4% | Reduced |
| Comgest Global Investors S.A.S. | 15,400 | $8.04M | 0.13% | −4,906−24.2% | Reduced |
| D L Carlson Investment Group Inc | 15,421 | $8.05M | 1.43% | −544−3.4% | Reduced |
| Deuterium Capital Management, LLC | 15,425 | $8.05M | 21.09% | −7,575−32.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,061 | $8.06M | 0.10% | +3,833+34.1% | Added |
| Regions Financial Corp | 15,559 | $8.12M | 0.06% | +323+2.1% | Added |