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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.

Institutional holdersQ4 2024: 2,135 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,323 institutionsQ3 2021: 1,375 institutionsQ4 2021: 1,534 institutionsQ1 2022: 1,471 institutionsQ2 2022: 1,327 institutionsQ3 2022: 1,310 institutionsQ4 2022: 1,439 institutionsQ1 2023: 1,415 institutionsQ2 2023: 1,558 institutionsQ3 2023: 1,554 institutionsQ4 2023: 1,674 institutionsQ1 2024: 1,743 institutionsQ2 2024: 1,826 institutionsQ3 2024: 1,956 institutionsQ4 2024: 2,135 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,115 institutionsQ4 2025: 2,419 institutionsQ1 2026: 2,323 institutionsQ2 2026: 2,261 institutions
Value heldQ4 2024: $158.9B
Q1 2021: $74.2BQ2 2021: $93.0BQ3 2021: $98.7BQ4 2021: $108.0BQ1 2022: $90.6BQ2 2022: $59.5BQ3 2022: $55.1BQ4 2022: $77.7BQ1 2023: $74.7BQ2 2023: $100.9BQ3 2023: $86.1BQ4 2023: $100.2BQ1 2024: $119.5BQ2 2024: $135.3BQ3 2024: $147.7BQ4 2024: $158.9BQ1 2025: $149.9BQ2 2025: $164.5BQ3 2025: $130.4BQ4 2025: $173.5BQ1 2026: $138.7BQ2 2026: $121.9B
Institutions holding ISRG and their total value by quarter
QuarterHoldersValue
Q2 20262,261$121.9B
Q1 20262,323$138.7B
Q4 20252,419$173.5B
Q3 20252,115$130.4B
Q2 20252,270$164.5B
Q1 20252,196$149.9B
Q4 20242,135$158.9B
Q3 20241,956$147.7B
Q2 20241,826$135.3B
Q1 20241,743$119.5B
Q4 20231,674$100.2B
Q3 20231,554$86.1B
Q2 20231,558$100.9B
Q1 20231,415$74.7B
Q4 20221,439$77.7B
Q3 20221,310$55.1B
Q2 20221,327$59.5B
Q1 20221,471$90.6B
Q4 20211,534$108.0B
Q3 20211,375$98.7B
Q2 20211,323$93.0B
Q1 20211,262$74.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2024.

Institutions holding ISRG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
JDM Financial Group LLC34$17.7K0.01%00.0%Unchanged
Bank of New Hampshire35$18.3K0.00%+35New
Barrett & Company, Inc.36$18.8K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.36$18.8K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.38$20.0K0.01%00.0%Unchanged
Osterweis Capital Management Inc40$20.9K0.00%−137−77.4%Reduced
Bogart Wealth, LLC40$20.9K0.00%+6+17.6%Added
Pineridge Advisors LLC40$20.9K0.01%+33+471.4%Added
Fourth Dimension Wealth, LLC42$21.9K0.01%+42New
St Germain D J Co Inc43$22.4K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.43$22.4K0.01%+43New
WealthCollab, LLC43$22.4K0.01%−16−27.1%Reduced
Bank of Jackson Hole Trust44$23.0K0.02%+44New
Salomon & Ludwin, LLC45$23.5K0.00%−2−4.3%Reduced
Holos Integrated Wealth LLC45$23.5K0.02%+45New
Albion Financial Group45$23.5K0.00%+45New
Cherry Tree Wealth Management, LLC46$24.0K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co48$25.1K0.01%00.0%Unchanged
Atala Financial Inc48$25.1K0.02%+48New
Laurel Wealth Advisors LLC48$25.1K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.49$25.8K0.02%−10−16.9%Reduced
Optimum Investment Advisors50$26.1K0.01%00.0%Unchanged
High Note Wealth, LLC50$26.1K0.01%+50New
Berbice Capital Management LLC50$26.1K0.02%+50New
Parvin Asset Management, LLC50$26.1K0.03%+50New
Adirondack Trust Co51$26.6K0.01%00.0%Unchanged
First Pacific Financial52$27.1K0.01%00.0%Unchanged
BankPlus Trust Department53$27.7K0.01%+53New
Hurley Capital, LLC49$27.8K0.02%+49New
Clean Yield Group54$28.2K0.01%00.0%Unchanged
Evergreen Private Wealth LLC54$28.2K0.01%00.0%Unchanged
Disciplina Capital Management LLC55$28.7K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC55$28.7K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC55$28.7K0.01%+3+5.8%Added
Newbridge Financial Services Group, Inc.57$29.8K0.01%00.0%Unchanged
Tidemark, LLC57$29.8K0.01%+6+11.8%Added
Clear Street Markets LLC57$29.8K0.01%+57New
Ridgewood Investments LLC59$30.8K0.01%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC59$30.8K0.00%+59New
Valley National Advisers Inc60$31.0K0.01%+10+20.0%Added
West Oak Capital, LLC60$31.3K0.01%00.0%Unchanged
Key Financial Inc60$31.3K0.01%00.0%Unchanged
Kathleen S. Wright Associates Inc.60$31.3K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC61$31.8K0.06%−159−72.3%Reduced
Semmax Financial Advisors Inc.55$32.5K0.01%00.0%Unchanged
Northwest Capital Management Inc63$32.9K0.01%00.0%Unchanged
Birchbrook, Inc.63$32.9K0.02%−10−13.7%Reduced
Raffa Wealth Management, LLC65$33.9K0.01%−2−3.0%Reduced
MidAtlantic Capital Management, Inc.68$35.5K0.03%00.0%Unchanged
Decker Retirement Planning Inc.69$36.0K0.02%+69New
Main Street Group, LTD69$36.0K0.01%00.0%Unchanged
Pflug Koory, LLC70$36.5K0.02%00.0%Unchanged
Financial Connections Group, Inc.72$37.0K0.02%00.0%Unchanged
Compass Wealth Management LLC72$37.6K0.01%00.0%Unchanged
Solstein Capital, LLC74$38.6K0.02%00.0%Unchanged
Addison Advisors LLC74$38.6K0.01%+6+8.8%Added
Prestige Wealth Management Group LLC75$39.1K0.01%00.0%Unchanged
Sierra Ocean, LLC76$39.7K0.03%+76New
Pin Oak Investment Advisors Inc81$40.0K0.04%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc78$40.7K0.01%−8−9.3%Reduced
Cornerstone Planning Group LLC72$41.3K0.01%−28−28.0%Reduced
DT Investment Partners, LLC81$42.3K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC84$43.0K0.03%−19−18.4%Reduced
MeadowBrook Investment Advisors LLC90$47.0K0.04%00.0%Unchanged
American Capital Advisory, LLC90$47.0K0.03%00.0%Unchanged
Canton Hathaway, LLC90$47.0K0.01%00.0%Unchanged
Centricity Wealth Management, LLC91$47.5K0.04%+91New
Meeder Asset Management Inc93$48.5K0.00%−7−7.0%Reduced
Friedenthal Financial94$49.1K0.03%−10−9.6%Reduced
AlphaMark Advisors, LLC96$50.0K0.02%+72+300.0%Added
Deseret Mutual Benefit Administrators98$51.2K0.03%−15−13.3%Reduced
Caitlin John, LLC98$51.2K0.03%00.0%Unchanged
Maryland Capital Advisors Inc.100$52.2K0.02%00.0%Unchanged
Kapitalo Investimentos Ltda100$52.2K0.03%+100New
Midwest Capital Advisors, LLC104$54.3K0.04%+104New
MCF Advisors LLC108$56.4K0.00%−3−2.7%Reduced
Bernard Wealth Management Corp.108$56.4K0.03%+108New
Investment Management Corp109$56.9K0.05%+109New
MPWM Advisory Solutions, LLC110$57.4K0.04%+110New
Fortitude Family Office, LLC112$58.5K0.02%00.0%Unchanged
PrairieView Partners, LLC120$62.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC120$62.6K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.120$62.6K0.00%+9+8.1%Added
GoalVest Advisory LLC123$64.2K0.02%00.0%Unchanged
NewSquare Capital LLC123$64.2K0.01%+23+23.0%Added
Capital Advisors, Ltd. LLC124$65.0K0.01%00.0%Unchanged
City Holding Co126$65.8K0.01%00.0%Unchanged
Activest Wealth Management129$67.3K0.02%−14−9.8%Reduced
VSM Wealth Advisory, LLC129$67.3K0.02%+129New
Financial Avengers, Inc.130$67.9K0.03%00.0%Unchanged
Sachetta, LLC133$69.4K0.03%+1+0.8%Added
True Wealth Design, LLC133$69.7K0.03%+3+2.3%Added
BIT Capital GmbH134$69.9K0.01%−153−53.3%Reduced
Rocky Mountain Advisers, LLC135$70.5K0.02%00.0%Unchanged
McIlrath & Eck, LLC142$74.1K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC145$74.7K0.04%+145New
Foster Dykema Cabot & Partners, LLC147$76.7K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC149$77.8K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC150$79.3K0.01%+9+6.4%Added
Byrne Asset Management LLC155$80.9K0.06%−2−1.3%Reduced