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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 1,237 | $645.7K | 0.37% | +90+7.8% | Added |
| Parcion Private Wealth LLC | 1,240 | $647.2K | 0.05% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,246 | $650.4K | 0.01% | +661+113.0% | Added |
| Investmark Advisory Group LLC | 1,247 | $650.9K | 0.32% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 1,248 | $651.4K | 0.60% | +1,248 | New |
| Claro Advisors LLC | 1,250 | $652.5K | 0.09% | +37+3.1% | Added |
| First Business Financial Services, Inc. | 1,251 | $653.0K | 0.06% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,255 | $655.1K | 0.26% | +91+7.8% | Added |
| Moors & Cabot, Inc. | 1,256 | $655.6K | 0.03% | +97+8.4% | Added |
| Balboa Wealth Partners | 1,260 | $657.5K | 0.15% | −775−38.1% | Reduced |
| KPP Advisory Services LLC | 1,272 | $663.9K | 0.16% | +64+5.3% | Added |
| American State Bank (Iowa) | 1,274 | $665.0K | 0.40% | +6+0.5% | Added |
| Tyler-Stone Wealth Management | 1,284 | $670.2K | 0.12% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,286 | $671.3K | 0.16% | +37+3.0% | Added |
| Personal Cfo Solutions, LLC | 1,287 | $671.8K | 0.13% | +15+1.2% | Added |
| Wallace Hart LLC | 1,292 | $674.4K | 0.54% | −1,344−51.0% | Reduced |
| PharVision Advisers, LLC | 1,296 | $676.5K | 0.57% | +1,296 | New |
| Mitchell Sinkler & Starr | 1,300 | $678.5K | 0.18% | +90+7.4% | Added |
| Invesco, LLC | 1,304 | $680.6K | 0.27% | +3+0.2% | Added |
| Bailard, Inc. | 1,307 | $682.2K | 0.02% | −1−0.1% | Reduced |
| Finivi Inc. | 1,311 | $684.3K | 0.55% | +735+127.6% | Added |
| SWS Partners | 1,314 | $685.9K | 0.21% | −926−41.3% | Reduced |
| Mindset Wealth Management, LLC | 1,315 | $686.4K | 0.25% | 00.0% | Unchanged |
| TFC Financial Management | 1,317 | $687.4K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,325 | $691.6K | 0.07% | +7+0.5% | Added |
| Ullmann Financial Group, Inc. | 1,330 | $694.2K | 0.09% | +1+0.1% | Added |
| LRI Investments, LLC | 1,330 | $694.4K | 0.07% | −49−3.6% | Reduced |
| Flow Traders U.S. LLC | 1,332 | $695.0K | 0.03% | +1,332 | New |
| KRS Capital Management, LLC | 1,335 | $696.8K | 0.49% | +15+1.1% | Added |
| Fulton Breakefield Broenniman LLC | 1,339 | $698.9K | 0.05% | −23−1.7% | Reduced |
| Miller Financial Services LLC | 1,342 | $700.5K | 0.59% | +1,342 | New |
| Fedenia Advisers LLC | 1,347 | $703.1K | 0.41% | +1,347 | New |
| Alpha DNA Investment Management LLC | 1,349 | $704.1K | 0.38% | −114−7.8% | Reduced |
| Everpar Advisors LLC | 1,350 | $704.6K | 0.36% | −40−2.9% | Reduced |
| Resources Management Corp | 1,350 | $705.0K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,340 | $706.1K | 0.06% | +161+13.7% | Added |
| Orrstown Financial Services Inc | 1,353 | $706.2K | 0.19% | +828+157.7% | Added |
| Portside Wealth Group, LLC | 1,356 | $707.8K | 0.12% | +191+16.4% | Added |
| Bourgeon Capital Management LLC | 1,356 | $707.8K | 0.13% | +1,356 | New |
| Chicago Trust Co NA | 1,364 | $712.0K | 0.13% | −172−11.2% | Reduced |
| TrinityPoint Wealth, LLC | 1,371 | $715.6K | 0.10% | +253+22.6% | Added |
| Liberty One Investment Management, LLC | 1,372 | $716.1K | 0.08% | −300−17.9% | Reduced |
| L2 Asset Management, LLC | 1,375 | $717.7K | 0.16% | −23−1.6% | Reduced |
| Lindbrook Capital, LLC | 1,377 | $718.7K | 0.06% | +32+2.4% | Added |
| TSFG, LLC | 1,380 | $720.0K | 0.15% | −50−3.5% | Reduced |
| Oarsman Capital, Inc. | 1,383 | $721.9K | 0.13% | −40−2.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,371 | $722.5K | 0.08% | −104−7.1% | Reduced |
| PDS Planning, Inc | 1,385 | $722.9K | 0.06% | +51+3.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,391 | $725.9K | 0.18% | −445−24.2% | Reduced |
| Covenant Partners, LLC | 1,396 | $728.7K | 0.22% | −6−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,398 | $729.7K | 0.04% | +58+4.3% | Added |
| Richard W. Paul & Associates, LLC | 1,417 | $739.6K | 0.27% | +20+1.4% | Added |
| Advisor OS, LLC | 1,423 | $742.7K | 0.09% | +96+7.2% | Added |
| Private Wealth Partners, LLC | 1,448 | $755.8K | 0.06% | +87+6.4% | Added |
| LVW Advisors, LLC | 1,448 | $755.8K | 0.09% | +19+1.3% | Added |
| Platinum Investment Management Ltd | 1,455 | $759.5K | 0.04% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,456 | $760.0K | 0.09% | −225−13.4% | Reduced |
| Impact Investors, Inc | 1,459 | $761.6K | 0.59% | +1,459 | New |
| Virtue Capital Management, LLC | 1,464 | $764.1K | 0.15% | −171−10.5% | Reduced |
| Guardian Financial Partners, LLC | 1,466 | $765.2K | 0.45% | +26+1.8% | Added |
| J. W. Coons Advisors, LLC | 1,477 | $770.9K | 0.20% | −97−6.2% | Reduced |
| Aviance Capital Partners, LLC | 1,478 | $771.5K | 0.11% | +63+4.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,481 | $773.0K | 0.07% | −43−2.8% | Reduced |
| Focus Financial Network, Inc. | 1,491 | $778.4K | 0.03% | +218+17.1% | Added |
| Norris Perne & French LLP | 1,492 | $778.8K | 0.06% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,495 | $780.3K | 0.04% | −13−0.9% | Reduced |
| 1776 Wealth LLC | 1,497 | $781.4K | 0.36% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,501 | $783.5K | 0.07% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 1,505 | $785.5K | 0.38% | −75−4.7% | Reduced |
| Pure Financial Advisors, Inc. | 1,505 | $785.5K | 0.02% | +26+1.8% | Added |
| Davis R M Inc | 1,508 | $787.1K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,508 | $787.1K | 0.01% | +30+2.0% | Added |
| Cambridge Advisors Inc. | 1,518 | $792.3K | 0.18% | +40+2.7% | Added |
| Secure Asset Management, LLC | 1,527 | $797.0K | 0.12% | −7−0.5% | Reduced |
| Park National Corp | 1,529 | $798.1K | 0.03% | −21−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 1,532 | $799.6K | 0.06% | +6+0.4% | Added |
| Rehmann Capital Advisory Group | 1,533 | $800.2K | 0.05% | −11−0.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,539 | $803.3K | 0.29% | +24+1.6% | Added |
| Harbour Investments, Inc. | 1,544 | $805.9K | 0.02% | +32+2.1% | Added |
| WealthPlan Investment Management, LLC | 1,545 | $806.4K | 0.08% | −438−22.1% | Reduced |
| Monetary Management Group Inc | 1,545 | $806.4K | 0.21% | −50−3.1% | Reduced |
| Golden State Wealth Management, LLC | 1,545 | $806.4K | 0.12% | +1,545 | New |
| Nebula Research & Development LLC | 1,549 | $808.5K | 0.09% | +1,549 | New |
| Waters Parkerson & Co., LLC | 1,553 | $810.6K | 0.04% | +13+0.8% | Added |
| BSW Wealth Partners | 1,556 | $812.2K | 0.12% | +90+6.1% | Added |
| Aventura Private Wealth, LLC | 1,577 | $823.1K | 0.44% | +1,577 | New |
| Clear Creek Financial Management, LLC | 1,582 | $825.7K | 0.09% | +31+2.0% | Added |
| Pine Haven Investment Counsel, Inc | 1,584 | $826.8K | 0.68% | −35−2.2% | Reduced |
| Geneos Wealth Management Inc. | 1,588 | $828.9K | 0.03% | −225−12.4% | Reduced |
| Net Worth Advisory Group | 1,588 | $829.1K | 0.25% | −40−2.5% | Reduced |
| Childress Capital Advisors, LLC | 1,589 | $829.6K | 0.23% | −18−1.1% | Reduced |
| Elevated Capital Advisors, LLC | 1,593 | $831.5K | 0.23% | −103−6.1% | Reduced |
| Signal Advisors Wealth, LLC | 1,594 | $832.0K | 0.09% | +173+12.2% | Added |
| Blue Fin Capital, Inc. | 1,597 | $833.6K | 0.15% | +191+13.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,598 | $834.1K | 0.07% | +66+4.3% | Added |
| OneAscent Wealth Management LLC | 1,600 | $835.0K | 0.34% | −49−3.0% | Reduced |
| SPC Financial, Inc. | 1,615 | $843.0K | 0.07% | +35+2.2% | Added |
| Quotient Wealth Partners, LLC | 1,619 | $845.1K | 0.03% | +97+6.4% | Added |
| 4WEALTH Advisors, Inc. | 1,624 | $847.7K | 0.87% | +1,624 | New |
| Ameritas Advisory Services, LLC | 1,628 | $849.8K | 0.03% | +324+24.8% | Added |