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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 990 | $516.7K | 0.18% | 00.0% | Unchanged |
| Centiva Capital, LP | 990 | $516.7K | 0.02% | +635+178.9% | Added |
| Guyasuta Investment Advisors Inc | 990 | $516.7K | 0.03% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 990 | $516.7K | 0.16% | −44−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,348 | $518.0K | 0.09% | −9,154−87.2% | Reduced |
| Huntleigh Advisors, Inc. | 995 | $519.4K | 0.11% | +995 | New |
| Stokes Family Office, LLC | 998 | $520.9K | 0.06% | −8−0.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 998 | $520.9K | 0.19% | +998 | New |
| Merriman Wealth Management, LLC | 999 | $521.2K | 0.02% | +3+0.3% | Added |
| Hobbs Group Advisors, LLC | 1,002 | $523.0K | 0.20% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,008 | $526.1K | 0.13% | +13+1.3% | Added |
| Palisade Asset Management, LLC | 1,009 | $526.7K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,009 | $526.7K | 0.03% | +477+89.7% | Added |
| Private Trust Co NA | 1,014 | $529.3K | 0.05% | +56+5.8% | Added |
| Green Square Capital Advisors LLC | 1,015 | $529.8K | 0.07% | −34−3.2% | Reduced |
| BlueStem Wealth Partners, LLC | 1,016 | $530.3K | 0.07% | +1,016 | New |
| Morris Retirement Advisors, LLC | 1,018 | $531.1K | 0.28% | +59+6.2% | Added |
| Hall Laurie J Trustee | 1,025 | $535.0K | 0.18% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,025 | $535.0K | 0.04% | +85+9.0% | Added |
| Jackson Wealth Management, LLC | 1,027 | $536.0K | 0.06% | +325+46.3% | Added |
| Systematic Alpha Investments, LLC | 1,029 | $537.1K | 0.02% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,029 | $537.1K | 0.38% | +1,029 | New |
| Callan Capital, LLC | 1,030 | $537.6K | 0.04% | −11−1.1% | Reduced |
| Verus Capital Partners, LLC | 1,032 | $538.7K | 0.05% | +38+3.8% | Added |
| TrueWealth Advisors, LLC | 1,037 | $541.3K | 0.18% | +221+27.1% | Added |
| Journey Strategic Wealth LLC | 1,039 | $542.3K | 0.02% | +19+1.9% | Added |
| Accredited Investors Inc. | 1,040 | $542.8K | 0.03% | +19+1.9% | Added |
| Koshinski Asset Management, Inc. | 8,062 | $545.6K | 0.05% | +3,816+89.9% | Added |
| Evercore Wealth Management, LLC | 1,049 | $547.5K | 0.01% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 1,049 | $547.5K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,051 | $548.6K | 0.02% | +89+9.3% | Added |
| Severin Investments, LLC | 1,051 | $548.6K | 0.55% | +1,051 | New |
| Connecticut Wealth Management, LLC | 1,053 | $549.4K | 0.03% | +27+2.6% | Added |
| Bordeaux Wealth Advisors LLC | 1,054 | $550.1K | 0.09% | −107−9.2% | Reduced |
| MJP Associates Inc | 1,054 | $550.1K | 0.10% | +240+29.5% | Added |
| Golden State Equity Partners | 1,055 | $550.7K | 0.11% | −242−18.7% | Reduced |
| Cooper Financial Group | 1,059 | $552.8K | 0.07% | +201+23.4% | Added |
| Naples Global Advisors, LLC | 1,060 | $553.3K | 0.05% | −25−2.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,028 | $554.0K | 0.13% | +1,028 | New |
| One Capital Management, LLC | 1,062 | $554.3K | 0.02% | −456−30.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,063 | $554.8K | 0.33% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,069 | $557.7K | 0.12% | +1,069 | New |
| 44 Wealth Management LLC | 1,070 | $558.5K | 0.21% | +6+0.6% | Added |
| Kercheville Advisors, LLC | 1,070 | $558.5K | 0.22% | +215+25.1% | Added |
| HCR Wealth Advisors | 1,071 | $559.0K | 0.07% | +2+0.2% | Added |
| Sharp Financial Services, LLC | 1,075 | $561.1K | 0.43% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,087 | $567.4K | 0.02% | +313+40.4% | Added |
| Inceptionr LLC | 1,087 | $567.4K | 0.13% | +1,087 | New |
| Bay Capital Advisors, LLC | 1,089 | $568.4K | 0.46% | +1,089 | New |
| Financial Perspectives, Inc | 1,091 | $569.5K | 0.19% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,092 | $570.0K | 0.09% | −90−7.6% | Reduced |
| Contravisory Investment Management, Inc. | 1,092 | $570.0K | 0.12% | −82−7.0% | Reduced |
| ZWJ Investment Counsel Inc | 1,093 | $570.5K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,093 | $570.5K | 0.05% | +9+0.8% | Added |
| Warther Private Wealth, LLC | 1,096 | $572.1K | 0.19% | +7+0.6% | Added |
| Investment Partners, Ltd. | 1,111 | $579.9K | 0.24% | +10+0.9% | Added |
| Paragon Private Wealth Management, LLC | 1,114 | $581.5K | 0.27% | +215+23.9% | Added |
| Park Edge Advisors, LLC | 1,116 | $582.5K | 0.17% | +1,116 | New |
| Burling Wealth Partners, LLC | 1,119 | $584.1K | 0.12% | +1,119 | New |
| Claris Financial LLC | 1,121 | $585.1K | 0.38% | +1,121 | New |
| David Loasby | 1,069 | $585.2K | 0.05% | +45+4.4% | Added |
| Compass Capital Corp | 970 | $585.5K | 0.23% | +970 | New |
| Kirtland Hills Capital Management, LLC | 1,125 | $587.2K | 0.38% | +147+15.0% | Added |
| MONECO Advisors, LLC | 1,129 | $589.2K | 0.06% | +85+8.1% | Added |
| Trueblood Wealth Management, LLC | 1,132 | $590.9K | 0.29% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,107 | $592.6K | 0.12% | +7+0.6% | Added |
| First Manhattan Co | 1,137 | $593.5K | 0.00% | −521−31.4% | Reduced |
| RHS Financial, LLC | 1,141 | $595.6K | 0.31% | −58−4.8% | Reduced |
| Spirepoint Private Client, LLC | 1,142 | $596.1K | 0.07% | −2−0.2% | Reduced |
| Cromwell Holdings LLC | 1,144 | $597.1K | 0.34% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,144 | $597.1K | 0.09% | +14+1.2% | Added |
| Beacon Financial Group | 1,148 | $599.2K | 0.06% | −7−0.6% | Reduced |
| Global Trust Asset Management, LLC | 1,149 | $600.0K | 0.23% | +333+40.8% | Added |
| Navalign, LLC | 1,150 | $600.3K | 0.18% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,152 | $601.3K | 0.00% | +1,152 | New |
| Rossmore Private Capital | 1,153 | $601.8K | 0.07% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,154 | $602.3K | 0.20% | −4−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 1,160 | $605.5K | 0.01% | +570+96.6% | Added |
| LJI Wealth Management, LLC | 1,161 | $606.0K | 0.12% | +21+1.8% | Added |
| Bank of Stockton | 1,161 | $606.0K | 0.18% | +138+13.5% | Added |
| Gsa Capital Partners LLP | 1,163 | $607.0K | 0.04% | +1,163 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,165 | $608.1K | 0.21% | −75−6.0% | Reduced |
| Apriem Advisors | 1,168 | $609.6K | 0.07% | −15−1.3% | Reduced |
| Prosperity Financial Group, Inc. | 1,173 | $612.3K | 0.31% | +255+27.8% | Added |
| Alta Advisers Ltd | 1,181 | $616.4K | 0.39% | +181+18.1% | Added |
| Avenue 1 Advisors, LLC | 1,185 | $618.5K | 0.24% | −4−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,187 | $619.6K | 0.02% | +137+13.0% | Added |
| Yarbrough Capital, LLC | 1,190 | $621.1K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,193 | $622.7K | 0.01% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,193 | $622.7K | 0.42% | +93+8.5% | Added |
| Wolff Wiese Magana LLC | 1,194 | $623.2K | 0.41% | +49+4.3% | Added |
| Planning Center, Inc. | 1,201 | $626.9K | 0.08% | −16−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,210 | $631.6K | 0.04% | +170+16.3% | Added |
| Ignite Planners, LLC | 1,181 | $632.2K | 0.14% | +9+0.8% | Added |
| Wesbanco Bank Inc | 1,216 | $634.7K | 0.02% | +19+1.6% | Added |
| Trust Co | 1,221 | $637.3K | 0.07% | +600+96.6% | Added |
| WMS Partners, LLC | 1,227 | $640.4K | 0.04% | +769+167.9% | Added |
| LGT Fund Management Co Ltd. | 1,230 | $642.0K | 0.06% | +230+23.0% | Added |
| Kapstone Financial Advisors LLC | 1,122 | $642.6K | 0.34% | 00.0% | Unchanged |
| Alpha Zero LLC | 1,234 | $644.1K | 0.49% | +1,234 | New |