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 Advisory Corp | 495 | $258.4K | 0.05% | +495 | New |
| Mayflower Financial Advisors, LLC | 496 | $258.9K | 0.04% | −330−40.0% | Reduced |
| Cascade Financial Partners, LLC | 496 | $258.9K | 0.03% | +1+0.2% | Added |
| SevenBridge Financial Group, LLC | 438 | $259.1K | 0.05% | +438 | New |
| Rakuten Securities, Inc. | 498 | $259.9K | 0.10% | +323+184.6% | Added |
| Gemmer Asset Management LLC | 499 | $260.5K | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 499 | $260.5K | 0.07% | +499 | New |
| Dodge & Cox | 500 | $261.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 500 | $261.0K | 0.09% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 500 | $261.0K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $261.0K | 0.04% | +500 | New |
| Benchmark Investment Advisors LLC | 503 | $262.8K | 0.17% | −2−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 504 | $263.1K | 0.10% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 504 | $263.1K | 0.06% | +11+2.2% | Added |
| Buffington Mohr McNeal | 507 | $264.6K | 0.04% | +31+6.5% | Added |
| J.Safra Asset Management Corp | 503 | $265.1K | 0.02% | +303+151.5% | Added |
| Triasima Portfolio Management inc. | 510 | $266.2K | 0.05% | +510 | New |
| Opal Wealth Advisors, LLC | 512 | $267.2K | 0.08% | +25+5.1% | Added |
| World Equity Group, Inc. | 512 | $267.2K | 0.06% | +95+22.8% | Added |
| Carolinas Wealth Consulting LLC | 513 | $267.7K | 0.05% | −92−15.2% | Reduced |
| Family Firm, Inc. | 513 | $267.8K | 0.06% | −8−1.5% | Reduced |
| Goldstone Financial Group, LLC | 513 | $267.8K | 0.04% | +34+7.1% | Added |
| Whipplewood Advisors, LLC | 516 | $269.3K | 0.15% | +516 | New |
| CenterBook Partners LP | 517 | $269.9K | 0.02% | −3,196−86.1% | Reduced |
| Linscomb & Williams, Inc. | 517 | $269.9K | 0.01% | +517 | New |
| Hutchens & Kramer Investment Management Group, LLC | 520 | $271.4K | 0.15% | −26−4.8% | Reduced |
| Keyvantage Wealth, LLC | 520 | $271.4K | 0.19% | +520 | New |
| Mengis Capital Management, Inc. | 521 | $271.9K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 521 | $271.9K | 0.09% | 00.0% | Unchanged |
| Abound Wealth Management | 522 | $272.3K | 0.09% | +1+0.2% | Added |
| Abel Hall, LLC | 523 | $273.0K | 0.17% | +14+2.8% | Added |
| Aveo Capital Partners, LLC | 529 | $276.1K | 0.03% | +529 | New |
| GG Group Ventures, LLC | 531 | $277.2K | 0.37% | +531 | New |
| Hoxton Planning & Management, LLC | 532 | $277.7K | 0.11% | +6+1.1% | Added |
| Advus Financial Partners, LLC | 532 | $277.7K | 0.08% | +67+14.4% | Added |
| Boothbay Fund Management, LLC | 533 | $278.2K | 0.01% | −6,590−92.5% | Reduced |
| EPG Wealth Management LLC | 533 | $278.2K | 0.07% | +12+2.3% | Added |
| Alliance Wealth Advisors, LLC | 533 | $278.2K | 0.07% | +533 | New |
| Asset Dedication, LLC | 534 | $278.7K | 0.02% | +259+94.2% | Added |
| Green Alpha Advisors, LLC | 536 | $279.8K | 0.22% | −319−37.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 538 | $280.8K | 0.08% | −9−1.6% | Reduced |
| Somerset Group LLC | 540 | $281.9K | 0.26% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 541 | $282.4K | 0.06% | −4−0.7% | Reduced |
| DMG Group, LLC | 542 | $282.9K | 0.23% | +542 | New |
| Berkshire Asset Management LLC | 485 | $283.3K | 0.01% | +485 | New |
| Mitchell McLeod Pugh & Williams Inc | 543 | $283.4K | 0.06% | +40+8.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 543 | $283.4K | 0.01% | +543 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 543 | $283.4K | 0.28% | +543 | New |
| Pinnacle Bancorp, Inc. | 544 | $283.9K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 549 | $286.6K | 0.11% | +8+1.5% | Added |
| Cornerstone Wealth Management, LLC | 550 | $287.1K | 0.02% | +25+4.8% | Added |
| Commonwealth Financial Services, LLC | 551 | $287.6K | 0.06% | +26+5.0% | Added |
| Greenup Street Wealth Management LLC | 554 | $289.0K | 0.06% | +7+1.3% | Added |
| Arlington Trust Co LLC | 554 | $289.2K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 554 | $289.2K | 0.15% | +97+21.2% | Added |
| Prudent Investors Network | 556 | $290.2K | 0.08% | +556 | New |
| Topsail Wealth Management, LLC | 556 | $290.2K | 0.06% | +556 | New |
| Rice Partnership, LLC | 559 | $291.8K | 0.06% | 00.0% | Unchanged |
| Holistic Financial Partners | 559 | $291.8K | 0.14% | +1+0.2% | Added |
| Occidental Asset Management, LLC | 567 | $296.0K | 0.05% | +567 | New |
| New Republic Capital, LLC | 568 | $296.5K | 0.19% | +147+34.9% | Added |
| FDx Advisors, Inc. | 569 | $297.0K | 0.09% | −10−1.7% | Reduced |
| Hendershot Investments Inc. | 571 | $298.0K | 0.04% | −94−14.1% | Reduced |
| Jacobsen Capital Management | 573 | $299.1K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 574 | $299.6K | 0.04% | −676−54.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 576 | $301.0K | 0.00% | +4+0.7% | Added |
| Second Line Capital, LLC | 578 | $301.7K | 0.08% | +19+3.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 580 | $302.7K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 581 | $303.0K | 0.19% | −7−1.2% | Reduced |
| SFE Investment Counsel | 582 | $303.8K | 0.06% | −772−57.0% | Reduced |
| Soltis Investment Advisors LLC | 582 | $303.9K | 0.03% | +63+12.1% | Added |
| Hemenway Trust Co LLC | 584 | $304.8K | 0.02% | −55−8.6% | Reduced |
| Veracity Capital LLC | 584 | $304.8K | 0.11% | −14−2.3% | Reduced |
| Lansing Street Advisors | 586 | $305.9K | 0.11% | +103+21.3% | Added |
| Burton Enright Welch | 587 | $306.4K | 0.06% | 00.0% | Unchanged |
| Drake & Associates, LLC | 526 | $306.6K | 0.09% | +526 | New |
| FSM Wealth Advisors, LLC | 526 | $307.1K | 0.08% | +19+3.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $308.5K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 591 | $308.5K | 0.01% | +24+4.2% | Added |
| Letson Investment Management, Inc. | 593 | $309.5K | 0.13% | +5+0.9% | Added |
| Seeds Investor LLC | 594 | $310.0K | 0.09% | −21−3.4% | Reduced |
| West Paces Advisors Inc. | 595 | $310.6K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 595 | $310.6K | 0.02% | +595 | New |
| Rothschild Capital Partners, LLC | 596 | $311.1K | 0.08% | +596 | New |
| Fullerton Fund Management Co Ltd. | 597 | $311.6K | 0.01% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 600 | $313.2K | 0.17% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $313.2K | 0.19% | 00.0% | Unchanged |
| Capula Management Ltd | 600 | $313.2K | 0.00% | +1+0.2% | Added |
| GWN Securities Inc. | 538 | $314.2K | 0.08% | +538 | New |
| Sugarloaf Wealth Management, LLC | 602 | $314.2K | 0.06% | +34+6.0% | Added |
| Semus Wealth Partners LLC | 603 | $314.7K | 0.21% | −181−23.1% | Reduced |
| Beckerman Institutional, LLC | 604 | $315.0K | 0.25% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 606 | $316.3K | 0.04% | +51+9.2% | Added |
| Allen Capital Group, LLC | 607 | $316.8K | 0.04% | +48+8.6% | Added |
| Smithfield Trust Co | 605 | $318.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 610 | $318.4K | 0.01% | −20−3.2% | Reduced |
| Strengthening Families & Communities, LLC | 613 | $320.0K | 0.18% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 615 | $321.0K | 0.19% | +21+3.5% | Added |
| Strategic Financial Concepts, LLC | 616 | $321.5K | 0.06% | +1+0.2% | Added |
| Laffer Tengler Investments | 618 | $322.6K | 0.06% | 00.0% | Unchanged |