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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 420 | $219.2K | 0.09% | +10+2.4% | Added |
| Riverview Trust Co | 421 | $219.7K | 0.20% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 421 | $219.7K | 0.01% | +421 | New |
| Up Strategic Wealth Investment Advisors LLC | 421 | $219.7K | 0.22% | +421 | New |
| Arvest Bank Trust Division | 422 | $220.3K | 0.01% | −108−20.4% | Reduced |
| Matisse Capital | 423 | $220.8K | 0.11% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 423 | $220.8K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 423 | $220.8K | 0.03% | +423 | New |
| Spectrum Wealth Counsel, LLC | 423 | $220.8K | 0.03% | −37−8.0% | Reduced |
| Summit Global Investments | 424 | $221.0K | 0.01% | −199−31.9% | Reduced |
| Darwin Advisors, LLC | 424 | $221.3K | 0.07% | −46−9.8% | Reduced |
| Luts & Greenleigh Group, Inc | 424 | $221.3K | 0.22% | −6−1.4% | Reduced |
| TruWealth Advisors, LLC | 424 | $221.3K | 0.01% | −2−0.5% | Reduced |
| Fort Point Capital Partners LLC | 425 | $221.8K | 0.02% | −4−0.9% | Reduced |
| Manchester Financial Inc | 425 | $221.8K | 0.05% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 426 | $222.4K | 0.04% | +426 | New |
| Financial Partners Group, Inc | 428 | $223.2K | 0.03% | −18−4.0% | Reduced |
| Convergence Investment Partners, LLC | 428 | $223.4K | 0.05% | −6−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 430 | $224.4K | 0.03% | −24−5.3% | Reduced |
| Schmidt P J Investment Management Inc | 430 | $224.4K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 430 | $224.4K | 0.01% | +430 | New |
| Motive Wealth Advisors | 430 | $224.4K | 0.12% | +430 | New |
| Mason & Associates Inc | 432 | $225.5K | 0.05% | −46−9.6% | Reduced |
| Avantra Family Wealth, Inc. | 433 | $226.0K | 0.21% | +433 | New |
| Five Oceans Advisors | 434 | $226.5K | 0.10% | +4+0.9% | Added |
| Smith, Moore & Co. | 435 | $227.1K | 0.02% | −15−3.3% | Reduced |
| Berkeley Capital Partners, LLC | 435 | $227.1K | 0.06% | +13+3.1% | Added |
| Peninsula Wealth, LLC | 435 | $227.1K | 0.04% | +435 | New |
| Hilltop National Bank | 436 | $227.6K | 0.07% | −25−5.4% | Reduced |
| Lake Street Financial LLC | 436 | $227.6K | 0.04% | −79−15.3% | Reduced |
| Consilio Wealth Advisors, LLC | 436 | $227.6K | 0.09% | −7−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 436 | $227.6K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 437 | $228.1K | 0.02% | −30−6.4% | Reduced |
| Outlook Wealth Advisors, LLC | 437 | $228.1K | 0.07% | +29+7.1% | Added |
| Courage Miller Partners, LLC | 438 | $228.6K | 0.08% | 00.0% | Unchanged |
| Tobam | 438 | $229.0K | 0.07% | −224−33.8% | Reduced |
| Hanson & Doremus Investment Management | 440 | $230.0K | 0.04% | +440 | New |
| Savvy Advisors, Inc. | 444 | $231.8K | 0.03% | −560−55.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 444 | $231.8K | 0.02% | +1+0.2% | Added |
| Symphony Financial, Ltd. Co. | 386 | $232.7K | 0.04% | +386 | New |
| Prossimo Advisors, LLC | 447 | $233.0K | 0.17% | −42−8.6% | Reduced |
| Index Fund Advisors, Inc. | 447 | $233.3K | 0.01% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 447 | $233.3K | 0.04% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 427 | $233.8K | 0.10% | −29−6.4% | Reduced |
| Promethium Advisors,llc | 448 | $233.8K | 0.16% | −12−2.6% | Reduced |
| Bennett Selby Investments LP | 449 | $234.4K | 0.09% | +17+3.9% | Added |
| Charter Oak Capital Management, LLC | 449 | $234.4K | 0.02% | +13+3.0% | Added |
| Sunpointe, LLC | 450 | $234.7K | 0.12% | +7+1.6% | Added |
| Ashford Capital Management Inc | 450 | $234.9K | 0.03% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 450 | $234.9K | 0.10% | 00.0% | Unchanged |
| Weik Capital Management | 450 | $234.9K | 0.10% | 00.0% | Unchanged |
| Breakwater Investment Management | 451 | $235.4K | 0.10% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 451 | $235.4K | 0.05% | +18+4.2% | Added |
| Kestra Investment Management, LLC | 456 | $238.0K | 0.01% | −317−41.0% | Reduced |
| Angeles Investment Advisors, LLC | 456 | $238.0K | 0.01% | −41−8.2% | Reduced |
| Centric Wealth Management | 456 | $238.0K | 0.06% | 00.0% | Unchanged |
| Trust Investment Advisors | 458 | $239.1K | 0.15% | −29−6.0% | Reduced |
| Center for Financial Planning, Inc. | 458 | $239.1K | 0.03% | +200+77.5% | Added |
| Midland Wealth Advisors LLC | 459 | $239.6K | 0.01% | −35−7.1% | Reduced |
| Hall Capital Management Co Inc | 460 | $240.1K | 0.11% | +460 | New |
| Cache Advisors, LLC | 460 | $240.1K | 0.10% | +460 | New |
| Nicholas Hoffman & Company, LLC. | 461 | $240.6K | 0.01% | +461 | New |
| Welch Group, LLC | 457 | $240.8K | 0.01% | +5+1.1% | Added |
| Seldon Capital LP | 462 | $241.1K | 0.10% | 00.0% | Unchanged |
| Optimize Financial Inc | 462 | $241.1K | 0.18% | +462 | New |
| SGL Investment Advisors, Inc. | 410 | $241.7K | 0.12% | +410 | New |
| Stephens Investment Management Group LLC | 464 | $242.2K | 0.00% | −177−27.6% | Reduced |
| Heirloom Wealth Management | 464 | $242.2K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 464 | $242.2K | 0.06% | +41+9.7% | Added |
| Cherrydale Wealth Management, LLC | 465 | $242.7K | 0.09% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 465 | $242.7K | 0.10% | +50+12.0% | Added |
| Kanawha Capital Management LLC | 467 | $243.8K | 0.02% | −52−10.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 467 | $243.8K | 0.10% | +10+2.2% | Added |
| Triad Wealth Partners, LLC | 467 | $243.8K | 0.09% | +467 | New |
| Meadow Creek Wealth Advisors LLC | 472 | $246.4K | 0.18% | −15−3.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 472 | $246.4K | 0.05% | +30+6.8% | Added |
| Southland Equity Partners LLC | 474 | $247.4K | 0.06% | +10+2.2% | Added |
| Versor Investments LP | 475 | $247.9K | 0.04% | +475 | New |
| New Wave Wealth Advisors LLC | 478 | $249.5K | 0.10% | −83−14.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 478 | $249.5K | 0.09% | −28−5.5% | Reduced |
| Cornerstone Select Advisors, LLC | 479 | $250.0K | 0.24% | +479 | New |
| Sovran Advisors, LLC | 464 | $250.0K | 0.04% | +464 | New |
| Valley Brook Capital Group | 480 | $250.5K | 0.19% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 480 | $250.5K | 0.66% | +480 | New |
| Axq Capital, LP | 481 | $251.1K | 0.11% | −2,460−83.6% | Reduced |
| Rothschild Investment LLC | 481 | $251.1K | 0.02% | +7+1.5% | Added |
| R Squared Ltd | 481 | $251.1K | 0.24% | +481 | New |
| Mount Yale Investment Advisors, LLC | 484 | $252.6K | 0.02% | +26+5.7% | Added |
| Principal Street Partners, LLC | 484 | $252.6K | 0.05% | +484 | New |
| Continental Investors Services, Inc. | 486 | $253.7K | 0.51% | 00.0% | Unchanged |
| Montecito Bank & Trust | 487 | $254.2K | 0.04% | −125−20.4% | Reduced |
| Canvas Wealth Advisors, LLC | 487 | $254.2K | 0.06% | −75−13.3% | Reduced |
| HBW Advisory Services LLC | 488 | $254.7K | 0.04% | +9+1.9% | Added |
| One Wealth Capital Management, LLC | 488 | $254.7K | 0.13% | +488 | New |
| Woodley Farra Manion Portfolio Management Inc | 490 | $255.8K | 0.01% | −20−3.9% | Reduced |
| Werba Rubin Papier Wealth Management | 492 | $256.8K | 0.06% | −49−9.1% | Reduced |
| Stonebrook Private Inc. | 492 | $256.8K | 0.07% | +35+7.7% | Added |
| Novare Capital Management LLC | 492 | $256.8K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 494 | $257.8K | 0.02% | −196−28.4% | Reduced |
| S.A. Mason LLC | 495 | $258.4K | 0.14% | +20+4.2% | Added |