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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 621 | $324.1K | 0.06% | −21−3.3% | Reduced |
| Cercano Management LLC | 621 | $324.1K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 622 | $324.7K | 0.01% | −126−16.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 622 | $324.7K | 0.02% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 625 | $326.2K | 0.05% | +74+13.4% | Added |
| Sax Wealth Advisors, LLC | 629 | $328.3K | 0.03% | +629 | New |
| Rosenblum Silverman Sutton S F Inc | 630 | $328.8K | 0.08% | −10−1.6% | Reduced |
| Successful Portfolios LLC | 632 | $329.9K | 0.22% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 586 | $330.4K | 0.15% | +586 | New |
| Strategic Advisors LLC | 634 | $330.9K | 0.06% | +10+1.6% | Added |
| Mokosak Advisory Group, LLC | 636 | $332.0K | 0.10% | −304−32.3% | Reduced |
| FFT Wealth Management LLC | 636 | $332.0K | 0.03% | −422−39.9% | Reduced |
| Catalyst Capital Advisors LLC | 637 | $332.5K | 0.01% | +363+132.5% | Added |
| CVA Family Office, LLC | 637 | $332.5K | 0.05% | +104+19.5% | Added |
| Northcape Capital Pty Ltd | 638 | $333.0K | 0.05% | −481−43.0% | Reduced |
| Spinnaker Investment Group, LLC | 641 | $334.6K | 0.08% | +1+0.2% | Added |
| Exencial Wealth Advisors, LLC | 641 | $334.6K | 0.01% | +72+12.7% | Added |
| Granite Group Advisors, LLC | 642 | $335.1K | 0.21% | −119−15.6% | Reduced |
| Sargent Investment Group, LLC | 624 | $336.8K | 0.06% | +15+2.5% | Added |
| West Chester Capital Advisors, Inc | 646 | $337.2K | 0.18% | +646 | New |
| Strategic Wealth Partners, Ltd. | 576 | $340.6K | 0.03% | +576 | New |
| Onyx Bridge Wealth Group LLC | 653 | $340.8K | 0.05% | −165−20.2% | Reduced |
| Causey Wealth LLC | 653 | $340.8K | 0.20% | +653 | New |
| Carnegie Capital Asset Management, LLC | 653 | $340.9K | 0.01% | +163+33.3% | Added |
| Navigoe, LLC | 655 | $341.0K | 0.33% | +655 | New |
| KG&L Capital Management,LLC | 654 | $341.4K | 0.11% | −27−4.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 655 | $341.9K | 0.09% | +129+24.5% | Added |
| Blue Sky Capital Consultants Group, Inc. | 655 | $341.9K | 0.21% | +655 | New |
| Impact Capital Partners LLC | 656 | $342.4K | 0.12% | +656 | New |
| Kades & Cheifetz LLC | 657 | $342.9K | 0.18% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 657 | $342.9K | 0.04% | +657 | New |
| Signature Estate & Investment Advisors LLC | 658 | $343.4K | 0.01% | +658 | New |
| Stonebridge Financial Group, LLC | 658 | $343.4K | 0.04% | +658 | New |
| New Century Financial Group, LLC | 643 | $344.2K | 0.15% | −56−8.0% | Reduced |
| Essex Savings Bank | 660 | $344.5K | 0.09% | +123+22.9% | Added |
| Morling Financial Advisors, LLC | 660 | $344.5K | 0.12% | +40+6.5% | Added |
| AlTi Global, Inc. | 634 | $346.0K | 0.01% | +170+36.6% | Added |
| Simplicity Wealth,LLC | 665 | $347.1K | 0.07% | −506−43.2% | Reduced |
| Trillium Asset Management, LLC | 667 | $348.0K | 0.01% | −40−5.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 667 | $348.1K | 0.10% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 668 | $348.7K | 0.07% | 00.0% | Unchanged |
| SMART Wealth LLC | 669 | $349.2K | 0.12% | +79+13.4% | Added |
| Wrapmanager Inc | 671 | $350.2K | 0.09% | −48−6.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 677 | $352.0K | 0.16% | +315+87.0% | Added |
| Viewpoint Capital Management LLC | 675 | $352.3K | 0.19% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 676 | $352.8K | 0.17% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 678 | $353.9K | 0.03% | +140+26.0% | Added |
| Putney Financial Group LLC | 682 | $356.0K | 0.32% | +682 | New |
| Confluence Wealth Services, Inc. | 585 | $356.1K | 0.02% | −88−13.1% | Reduced |
| Adell Harriman & Carpenter Inc | 682 | $356.5K | 0.02% | +2+0.3% | Added |
| Grove Bank & Trust | 686 | $358.1K | 0.05% | −38−5.2% | Reduced |
| Fragasso Group Inc. | 687 | $358.6K | 0.03% | +20+3.0% | Added |
| Versant Capital Management, Inc | 688 | $359.1K | 0.08% | +148+27.4% | Added |
| Baron Wealth Management LLC | 689 | $359.6K | 0.17% | +6+0.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 690 | $360.2K | 0.22% | +690 | New |
| Crews Bank & Trust | 690 | $360.2K | 0.06% | +690 | New |
| Evermay Wealth Management LLC | 693 | $361.7K | 0.05% | +266+62.3% | Added |
| Hillsdale Investment Management Inc. | 699 | $364.9K | 0.02% | +200+40.1% | Added |
| WPG Advisers, LLC | 699 | $364.9K | 0.34% | +699 | New |
| New Harbor Financial Group, LLC | 700 | $365.4K | 0.11% | −13−1.8% | Reduced |
| Fiduciary Family Office, LLC | 700 | $365.4K | 0.11% | +700 | New |
| AGH Wealth Advisors, LLC | 700 | $365.4K | 0.34% | +700 | New |
| Great Diamond Partners, LLC | 701 | $365.9K | 0.09% | −5−0.7% | Reduced |
| Kolinsky Wealth Management, LLC | 703 | $366.9K | 0.22% | −170−19.5% | Reduced |
| Schnieders Capital Management LLC | 705 | $368.0K | 0.07% | −16−2.2% | Reduced |
| Cable Hill Partners, LLC | 710 | $370.6K | 0.04% | +51+7.7% | Added |
| Regent Peak Wealth Advisors LLC | 711 | $371.1K | 0.08% | +10+1.4% | Added |
| Buck Wealth Strategies, LLC | 713 | $372.2K | 0.08% | +13+1.9% | Added |
| Destination Wealth Management | 717 | $374.2K | 0.01% | −53−6.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 717 | $374.2K | 0.04% | +90+14.4% | Added |
| Fortune Financial Advisors, LLC | 718 | $374.8K | 0.34% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 720 | $376.0K | 0.17% | +15+2.1% | Added |
| Avalon Trust Co | 721 | $376.3K | 0.03% | +166+29.9% | Added |
| Objective Capital Management, LLC | 723 | $377.4K | 0.25% | −228−24.0% | Reduced |
| Magnus Financial Group LLC | 725 | $378.4K | 0.04% | −1−0.1% | Reduced |
| Sunflower Bank, N.A. | 725 | $378.4K | 0.11% | +25+3.6% | Added |
| McAdam, LLC | 728 | $380.0K | 0.02% | +270+59.0% | Added |
| Riverstone Advisors, LLC | 730 | $381.0K | 0.22% | 00.0% | Unchanged |
| Seven Mile Advisory | 730 | $381.0K | 0.24% | +3+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 732 | $382.1K | 0.02% | −11−1.5% | Reduced |
| TRUE Private Wealth Advisors | 732 | $382.3K | 0.05% | −10−1.3% | Reduced |
| Traveka Wealth, LLC | 733 | $382.4K | 0.21% | +25+3.5% | Added |
| Vaughan David Investments LLC | 733 | $383.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 738 | $385.0K | 0.25% | 00.0% | Unchanged |
| Vigilare Wealth Management | 738 | $385.2K | 0.16% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 746 | $389.4K | 0.12% | +4+0.5% | Added |
| Parkside Financial Bank & Trust | 747 | $389.9K | 0.05% | +19+2.6% | Added |
| Napa Wealth Management | 751 | $392.0K | 0.17% | −2,298−75.4% | Reduced |
| Fairscale Capital, LLC | 751 | $392.0K | 0.34% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 884 | $393.2K | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 755 | $394.1K | 0.03% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $394.6K | 0.24% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 756 | $394.6K | 0.16% | +756 | New |
| Canandaigua National Bank & Trust Co | 757 | $395.1K | 0.04% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 758 | $395.6K | 0.07% | +1+0.1% | Added |
| Finer Wealth Management, Inc. | 763 | $398.3K | 0.23% | −74−8.8% | Reduced |
| Edge Capital Group, LLC | 765 | $399.3K | 0.02% | +65+9.3% | Added |
| GPS Wealth Strategies Group, LLC | 767 | $400.3K | 0.05% | −365−32.2% | Reduced |
| AdvisorNet Financial, Inc | 773 | $403.5K | 0.03% | −50−6.1% | Reduced |
| Austin Private Wealth, LLC | 779 | $406.6K | 0.04% | −485−38.4% | Reduced |