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 |
|---|---|---|---|---|---|
| Financial Life Planners | 156 | $81.4K | 0.07% | +156 | New |
| Crowley Wealth Management, Inc. | 165 | $86.1K | 0.08% | +165 | New |
| GW&K Investment Management, LLC | 166 | $87.0K | 0.00% | +4+2.5% | Added |
| HHM Wealth Advisors, LLC | 169 | $88.2K | 0.01% | +15+9.7% | Added |
| Bell Investment Advisors, Inc | 170 | $88.7K | 0.02% | −7−4.0% | Reduced |
| Atwood & Palmer Inc | 175 | $91.3K | 0.01% | −2−1.1% | Reduced |
| Itau Unibanco Holding S.A. | 178 | $92.9K | 0.00% | +4+2.3% | Added |
| Beacon Capital Management, LLC | 179 | $93.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 180 | $94.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 186 | $97.1K | 0.01% | +6+3.3% | Added |
| ORG Wealth Partners, LLC | 190 | $99.2K | 0.03% | +58+43.9% | Added |
| Gleason Group, Inc. | 190 | $99.2K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 191 | $99.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 192 | $100.2K | 0.03% | +13+7.3% | Added |
| City State Bank | 200 | $104.4K | 0.04% | −6−2.9% | Reduced |
| Garde Capital, Inc. | 210 | $110.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 214 | $111.7K | 0.07% | −8−3.6% | Reduced |
| Crewe Advisors LLC | 221 | $115.4K | 0.02% | −150−40.4% | Reduced |
| Peterson Wealth Services | 222 | $115.9K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 225 | $117.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 235 | $122.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 244 | $127.6K | 0.03% | +121+98.4% | Added |
| American National Bank | 245 | $127.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $128.2K | 0.02% | +20+8.8% | Added |
| North Star Investment Management Corp. | 247 | $128.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 248 | $129.4K | 0.01% | +248 | New |
| Atlantic Trust, LLC | 260 | $135.7K | 0.03% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 270 | $140.9K | 0.16% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 276 | $144.1K | 0.02% | −1−0.4% | Reduced |
| ORG Partners LLC | 292 | $152.4K | 0.02% | −1−0.3% | Reduced |
| Mizuho Securities Co. Ltd. | 300 | $158.1K | 2.39% | +180+150.0% | Added |
| Quarry LP | 306 | $159.7K | 0.03% | −177−36.6% | Reduced |
| Cito Capital Group, LLC | 312 | $163.0K | 0.06% | +312 | New |
| Provenance Wealth Advisors, LLC | 315 | $164.4K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 288 | $164.7K | 0.01% | +13+4.7% | Added |
| Raleigh Capital Management Inc. | 318 | $166.0K | 0.06% | +24+8.2% | Added |
| Richardson Financial Services Inc. | 317 | $167.0K | 0.12% | +182+134.8% | Added |
| Van Hulzen Asset Management, LLC | 325 | $169.6K | 0.01% | +325 | New |
| Tortoise Investment Management, LLC | 335 | $174.9K | 0.02% | +13+4.0% | Added |
| EnRich Financial Partners LLC | 336 | $175.4K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 338 | $176.4K | 0.06% | −399−54.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 340 | $177.5K | 0.01% | +25+7.9% | Added |
| Nemes Rush Group LLC | 344 | $179.6K | 0.02% | +23+7.2% | Added |
| Rosenberg Matthew Hamilton | 345 | $180.1K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 358 | $186.9K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 358 | $186.9K | 0.09% | +3+0.8% | Added |
| Adalta Capital Management LLC | 375 | $195.7K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 381 | $199.0K | 0.01% | +31+8.9% | Added |
| Ritter Daniher Financial Advisory LLC | 382 | $199.4K | 0.06% | −71−15.7% | Reduced |
| Blue Chip Partners, Inc. | 385 | $201.0K | 0.02% | +7+1.9% | Added |
| Spinnaker Trust | 385 | $201.0K | 0.01% | +385 | New |
| Terry L. Blaker | 386 | $201.5K | 0.01% | +386 | New |
| Marion Wealth Management | 386 | $201.5K | 0.05% | +386 | New |
| Perfromance Wealth Partners, LLC | 390 | $203.6K | 0.01% | +390 | New |
| Sandbox Financial Partners, LLC | 391 | $204.2K | 0.07% | −44−10.1% | Reduced |
| Monticello Wealth Management, LLC | 392 | $204.6K | 0.02% | −20−4.9% | Reduced |
| Webster Bank, N. A. | 393 | $205.1K | 0.02% | +72+22.4% | Added |
| Dumont & Blake Investment Advisors LLC | 395 | $206.2K | 0.06% | +395 | New |
| TTP Investments, Inc. | 397 | $207.2K | 0.07% | +397 | New |
| Clifford Group, LLC | 397 | $207.2K | 0.16% | +397 | New |
| Brucke Financial, Inc. | 363 | $207.6K | 0.18% | +363 | New |
| First National Bank of Omaha | 398 | $207.7K | 0.01% | +398 | New |
| CRA Financial Services, LLC | 398 | $207.7K | 0.04% | +398 | New |
| Petra Financial Advisors Inc | 398 | $207.7K | 0.14% | +398 | New |
| Paradigm Asset Management Co LLC | 400 | $208.8K | 0.06% | −100−20.0% | Reduced |
| Whalerock Point Partners, LLC | 400 | $208.8K | 0.05% | +400 | New |
| Meitav Dash Investments Ltd | 400 | $208.8K | 0.00% | +400 | New |
| Hudson Capital Management LLC | 400 | $208.8K | 0.06% | +400 | New |
| Kaizen Financial Strategies | 400 | $208.8K | 0.12% | +400 | New |
| Corundum Group, Inc. | 402 | $209.8K | 0.08% | −30−6.9% | Reduced |
| Aviso Wealth Management | 402 | $209.8K | 0.11% | −28−6.5% | Reduced |
| Private Client Services, LLC | 402 | $209.8K | 0.11% | +402 | New |
| Atticus Wealth Management, LLC | 403 | $210.3K | 0.07% | +50+14.2% | Added |
| Smith Anglin Financial, LLC | 403 | $210.3K | 0.02% | +403 | New |
| Ledyard National Bank | 404 | $210.9K | 0.02% | −31−7.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 405 | $211.4K | 0.01% | +405 | New |
| Greenline Partners, LLC | 405 | $211.4K | 0.03% | +405 | New |
| Cary Street Partner Investment Advisory LLC | 406 | $211.9K | 0.14% | −339−45.5% | Reduced |
| Princeton Capital Management LLC | 407 | $212.4K | 0.07% | +407 | New |
| SFG Wealth Management, LLC. | 407 | $212.4K | 0.11% | +407 | New |
| Everstar Asset Management, LLC | 408 | $213.0K | 0.15% | +408 | New |
| Barometer Capital Management Inc. | 480 | $213.5K | 0.09% | +480 | New |
| MBL Wealth, LLC | 410 | $214.0K | 0.02% | −10−2.4% | Reduced |
| BTG Pactual Asset Management US LLC | 395 | $214.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Advisors | 411 | $214.5K | 0.09% | +411 | New |
| Fundamentun, LLC | 412 | $215.0K | 0.01% | +412 | New |
| Continuum Advisory, LLC | 413 | $215.6K | 0.03% | −76−15.5% | Reduced |
| Buckhead Capital Management LLC | 413 | $215.6K | 0.07% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 414 | $216.1K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 415 | $216.6K | 0.05% | −8−1.9% | Reduced |
| Breed's Hill Capital LLC | 416 | $217.0K | 0.11% | +416 | New |
| Apexium Financial, LP | 416 | $217.1K | 0.01% | −23−5.2% | Reduced |
| CFO4Life Group, LLC | 416 | $217.1K | 0.04% | +416 | New |
| Reston Wealth Management LLC | 417 | $217.7K | 0.08% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 417 | $217.7K | 0.02% | +417 | New |
| JB Capital LLC | 417 | $217.9K | 0.01% | −16−3.7% | Reduced |
| Focused Wealth Management, Inc | 418 | $218.2K | 0.03% | +418 | New |
| Montz Harcus Wealth Management LLC | 419 | $218.7K | 0.12% | −2−0.5% | Reduced |
| Griffin Asset Management, Inc. | 419 | $218.7K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 420 | $219.2K | 0.01% | +8+1.9% | Added |