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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 780 | $407.1K | 0.13% | −57−6.8% | Reduced |
| Klingman & Associates, LLC | 780 | $407.1K | 0.03% | +55+7.6% | Added |
| Rollins Financial Advisors, LLC | 783 | $408.7K | 0.06% | −59−7.0% | Reduced |
| Middleton & Co Inc | 783 | $408.7K | 0.05% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 785 | $409.7K | 0.22% | +1+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 789 | $411.8K | 0.13% | +23+3.0% | Added |
| UMA Financial Services, Inc. | 789 | $411.8K | 0.07% | +3+0.4% | Added |
| RFG Advisory, LLC | 791 | $412.9K | 0.01% | −47−5.6% | Reduced |
| BLB&B Advisors, LLC | 792 | $413.4K | 0.02% | +3+0.4% | Added |
| Advance Capital Management, Inc. | 793 | $413.9K | 0.02% | +6+0.8% | Added |
| Optas, LLC | 795 | $415.0K | 0.09% | +144+22.1% | Added |
| Parkside Investments, LLC | 800 | $417.6K | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $417.6K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $418.1K | 0.04% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $418.1K | 0.14% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 806 | $421.2K | 0.17% | +5+0.6% | Added |
| Rainier Family Wealth Inc | 807 | $421.2K | 0.51% | +807 | New |
| Granite Investment Partners, LLC | 814 | $424.9K | 0.02% | 00.0% | Unchanged |
| Canopy Partners, LLC | 814 | $424.9K | 0.16% | +11+1.4% | Added |
| New Hampshire Trust | 816 | $425.9K | 0.09% | +2+0.2% | Added |
| Private Advisory Group LLC | 819 | $427.5K | 0.05% | +9+1.1% | Added |
| TFG Advisers LLC | 821 | $428.5K | 0.15% | +68+9.0% | Added |
| Diversified Enterprises, LLC | 822 | $429.1K | 0.04% | +9+1.1% | Added |
| Nations Financial Group Inc, | 829 | $432.7K | 0.03% | +43+5.5% | Added |
| Sivia Capital Partners, LLC | 832 | $434.3K | 0.22% | +5+0.6% | Added |
| Oak Harbor Wealth Partners, LLC | 833 | $434.8K | 0.13% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 834 | $435.1K | 0.24% | +16+2.0% | Added |
| National Wealth Management Group, LLC | 836 | $436.4K | 0.29% | +836 | New |
| Howard Financial Services, Ltd. | 837 | $436.9K | 0.06% | +32+4.0% | Added |
| Holderness Investments Co | 839 | $437.9K | 0.10% | 00.0% | Unchanged |
| YANKCOM Partnership | 845 | $441.1K | 0.24% | +845 | New |
| Wealth Management Associates, Inc. | 849 | $443.1K | 0.19% | −137−13.9% | Reduced |
| Riversedge Advisors, LLC | 849 | $443.1K | 0.10% | +41+5.1% | Added |
| Trinity Legacy Partners, LLC | 850 | $443.7K | 0.11% | 00.0% | Unchanged |
| Promus Capital, LLC | 850 | $443.7K | 0.34% | +850 | New |
| Vertex Planning Partners, LLC | 851 | $444.2K | 0.10% | +30+3.7% | Added |
| First American Trust, FSB | 858 | $447.6K | 0.04% | +338+65.0% | Added |
| M.E. Allison & Co., Inc. | 860 | $448.9K | 0.49% | +860 | New |
| Callahan Advisors, LLC | 862 | $449.9K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 864 | $451.0K | 0.02% | −39−4.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 864 | $451.0K | 0.01% | +14+1.6% | Added |
| Glassy Mountain Advisors, Inc. | 868 | $453.1K | 0.16% | 00.0% | Unchanged |
| ASB Consultores, LLC | 868 | $453.1K | 0.19% | +24+2.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 870 | $454.1K | 0.16% | +870 | New |
| Creative Capital Management Investments LLC | 873 | $455.7K | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 874 | $456.2K | 0.11% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 773 | $460.5K | 0.21% | +36+4.9% | Added |
| Clarus Group, Inc. | 885 | $461.9K | 0.16% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 885 | $462.0K | 0.11% | +2+0.2% | Added |
| Proactive Wealth Strategies LLC | 887 | $463.0K | 0.24% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 889 | $464.0K | 0.10% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 890 | $464.5K | 0.23% | −944−51.5% | Reduced |
| Level Four Advisory Services, LLC | 894 | $466.6K | 0.02% | +138+18.3% | Added |
| Strait & Sound Wealth Management LLC | 896 | $467.7K | 0.22% | +23+2.6% | Added |
| Capital Investment Advisors, LLC | 899 | $469.3K | 0.01% | +121+15.6% | Added |
| Northstar Asset Management LLC | 900 | $469.8K | 0.11% | 00.0% | Unchanged |
| Dalton Investments LLC | 900 | $469.8K | 0.24% | +900 | New |
| First Dallas Securities Inc. | 900 | $470.0K | 0.19% | −250−21.7% | Reduced |
| Avidian Wealth Solutions, LLC | 901 | $470.3K | 0.02% | +245+37.3% | Added |
| Valmark Advisers, Inc. | 902 | $470.8K | 0.01% | −33−3.5% | Reduced |
| Sittner & Nelson, LLC | 911 | $475.5K | 0.21% | −23−2.5% | Reduced |
| AXS Investments LLC | 916 | $478.1K | 0.13% | −150−14.1% | Reduced |
| Pensionmark Financial Group, LLC | 916 | $478.1K | 0.01% | +452+97.4% | Added |
| Verdence Capital Advisors LLC | 921 | $480.7K | 0.04% | −573−38.4% | Reduced |
| Financial Advisory Service, Inc. | 921 | $480.9K | 0.04% | 00.0% | Unchanged |
| Saiph Capital, LLC | 922 | $481.2K | 0.22% | +135+17.2% | Added |
| Fountainhead AM, LLC | 922 | $481.2K | 0.09% | +922 | New |
| LexAurum Advisors, LLC | 925 | $482.8K | 0.10% | +98+11.9% | Added |
| Dearborn Partners LLC | 927 | $483.9K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 930 | $485.4K | 0.02% | +297+46.9% | Added |
| Penserra Capital Management LLC | 933 | $486.0K | 0.01% | −2,299−71.1% | Reduced |
| UBS Oconnor LLC | 935 | $488.0K | 0.01% | +935 | New |
| Cross Staff Investments Inc | 936 | $488.6K | 0.37% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 948 | $489.6K | 0.18% | −233−19.7% | Reduced |
| Anchor Investment Management, LLC | 942 | $491.7K | 0.05% | −82−8.0% | Reduced |
| Goepper Burkhardt LLC | 942 | $491.7K | 0.20% | −30−3.1% | Reduced |
| Humankind Investments LLC | 943 | $492.2K | 0.12% | −61−6.1% | Reduced |
| West Family Investments, Inc. | 943 | $492.2K | 0.17% | −25−2.6% | Reduced |
| Weybosset Research & Management LLC | 945 | $493.0K | 0.17% | −2−0.2% | Reduced |
| Visionary Wealth Advisors | 945 | $493.3K | 0.03% | +42+4.7% | Added |
| Fiduciary Financial Group, LLC | 902 | $493.8K | 0.11% | +2+0.2% | Added |
| Onefund, LLC | 947 | $494.3K | 0.47% | +18+1.9% | Added |
| Ledgewood Wealth Advisors, LLC | 950 | $495.9K | 0.32% | 00.0% | Unchanged |
| Clarendon Private LLC | 955 | $498.5K | 0.52% | +955 | New |
| Argentarii, LLC | 956 | $499.0K | 0.25% | +956 | New |
| Independence Bank of Kentucky | 958 | $500.0K | 0.08% | +150+18.6% | Added |
| Avion Wealth | 962 | $502.0K | 0.13% | +27+2.9% | Added |
| Garden State Investment Advisory Services LLC | 966 | $504.2K | 0.16% | −8−0.8% | Reduced |
| Modern Wealth Management, LLC | 970 | $506.3K | 0.02% | +91+10.4% | Added |
| Perissos Private Wealth Management, LLC | 971 | $506.8K | 0.38% | +5+0.5% | Added |
| Tufton Capital Management | 973 | $507.9K | 0.10% | −35−3.5% | Reduced |
| Centurion Wealth Management LLC | 976 | $509.4K | 0.16% | +62+6.8% | Added |
| StrongBox Wealth, LLC | 977 | $510.0K | 0.22% | +12+1.2% | Added |
| Triangle Securities Wealth Management | 980 | $511.5K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 983 | $513.1K | 0.09% | −118−10.7% | Reduced |
| Acropolis Investment Management, LLC | 985 | $514.1K | 0.03% | +8+0.8% | Added |
| First Affirmative Financial Network | 986 | $514.5K | 0.30% | −30−3.0% | Reduced |
| Renasant Bank | 986 | $514.7K | 0.33% | +364+58.5% | Added |
| Massmutual Trust Co FSB | 988 | $515.7K | 0.01% | −160−13.9% | Reduced |
| Atlas Brown,Inc. | 988 | $515.7K | 0.18% | +14+1.4% | Added |