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 |
|---|---|---|---|---|---|
| CNB Bank | 4,096 | $2.14M | 0.99% | −91−2.2% | Reduced |
| Evolutionary Tree Capital Management, LLC | 4,095 | $2.14M | 2.17% | −247−5.7% | Reduced |
| Spears Abacus Advisors LLC | 4,088 | $2.13M | 0.04% | +3+0.1% | Added |
| Smartleaf Asset Management LLC | 4,032 | $2.12M | 0.22% | +673+20.0% | Added |
| Quantbot Technologies LP | 4,062 | $2.12M | 0.08% | −15,763−79.5% | Reduced |
| Trust Asset Management LLC | 4,051 | $2.11M | 0.17% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 4,040 | $2.11M | 1.97% | +4,040 | New |
| Portfolio Design Labs, LLC | 4,035 | $2.11M | 0.43% | +516+14.7% | Added |
| Twin Tree Management, LP | 4,032 | $2.10M | 0.05% | +4,026+67,100.0% | Added |
| Qtron Investments LLC | 4,027 | $2.10M | 0.30% | −153−3.7% | Reduced |
| Ballentine Partners, LLC | 4,015 | $2.10M | 0.04% | +168+4.4% | Added |
| Wealthcare Advisory Partners LLC | 4,004 | $2.09M | 0.06% | +97+2.5% | Added |
| TD Private Client Wealth LLC | 3,988 | $2.08M | 0.06% | +299+8.1% | Added |
| KCM Investment Advisors LLC | 3,983 | $2.08M | 0.07% | +1,819+84.1% | Added |
| Fort Washington Investment Advisors Inc | 3,960 | $2.07M | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,945 | $2.06M | 0.16% | −41−1.0% | Reduced |
| Proequities, Inc. | 3,361 | $2.05M | 0.12% | −182−5.1% | Reduced |
| Legacy Bridge, LLC | 3,930 | $2.05M | 1.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,925 | $2.05M | 0.13% | +326+9.1% | Added |
| Brendel Financial Advisors LLC | 3,838 | $2.00M | 1.21% | +3,838 | New |
| HBK Sorce Advisory LLC | 3,836 | $2.00M | 0.06% | +63+1.7% | Added |
| Leonteq Securities AG | 3,832 | $2.00M | 0.20% | +1,046+37.5% | Added |
| Voloridge Investment Management, LLC | 3,821 | $1.99M | 0.01% | −125,531−97.0% | Reduced |
| Westmount Partners, LLC | 3,791 | $1.98M | 0.60% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,778 | $1.97M | 0.08% | +708+23.1% | Added |
| Compagnie Lombard Odier SCmA | 3,775 | $1.97M | 0.03% | +1,192+46.1% | Added |
| Denali Advisors LLC | 3,772 | $1.97M | 0.21% | −77−2.0% | Reduced |
| McRae Capital Management Inc | 3,765 | $1.97M | 0.39% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 3,726 | $1.94M | 0.04% | +3,726 | New |
| Iyo Bank, Ltd. | 3,720 | $1.94M | 0.66% | 00.0% | Unchanged |
| Syon Capital LLC | 3,717 | $1.94M | 0.17% | −168−4.3% | Reduced |
| J.W. Cole Advisors, Inc. | 3,708 | $1.94M | 0.08% | +357+10.7% | Added |
| AlphaCentric Advisors LLC | 3,706 | $1.93M | 1.93% | +2,456+196.5% | Added |
| Boston Financial Mangement LLC | 3,705 | $1.93M | 0.06% | −127−3.3% | Reduced |
| Geneva Capital Management LLC | 3,698 | $1.93M | 0.03% | −265−6.7% | Reduced |
| First United Bank Trust | 3,693 | $1.93M | 0.70% | +52+1.4% | Added |
| Bedel Financial Consulting, Inc. | 3,252 | $1.92M | 0.27% | −192−5.6% | Reduced |
| V-Square Quantitative Management LLC | 3,680 | $1.92M | 0.27% | +157+4.5% | Added |
| Ashton Thomas Securities, LLC | 3,678 | $1.92M | 0.53% | +273+8.0% | Added |
| Brighton Jones LLC | 3,672 | $1.92M | 0.06% | +731+24.9% | Added |
| 180 Wealth Advisors, LLC | 3,671 | $1.92M | 0.30% | −12−0.3% | Reduced |
| Americana Partners, LLC | 3,667 | $1.91M | 0.08% | +223+6.5% | Added |
| Mirador Capital Partners LP | 3,666 | $1.91M | 0.35% | +140+4.0% | Added |
| Willner & Heller, LLC | 3,655 | $1.91M | 1.67% | −220−5.7% | Reduced |
| Cigna Investments Inc | 3,634 | $1.90M | 0.33% | −24−0.7% | Reduced |
| Root Financial Partners, LLC | 3,630 | $1.89M | 0.23% | +121+3.4% | Added |
| Conning Inc. | 3,629 | $1.89M | 0.07% | +249+7.4% | Added |
| Mission Creek Capital Partners, Inc. | 3,612 | $1.89M | 0.41% | +49+1.4% | Added |
| Capstone Wealth Management Group, LLC | 3,610 | $1.88M | 1.01% | −331−8.4% | Reduced |
| Naviter Wealth, LLC | 3,595 | $1.88M | 0.23% | +3,093+616.1% | Added |
| Knollwood Investment Advisory, LLC | 3,581 | $1.87M | 0.20% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,574 | $1.87M | 0.08% | +277+8.4% | Added |
| Dark Forest Capital Management LP | 3,566 | $1.86M | 0.27% | +1,874+110.8% | Added |
| Engineers Gate Manager LP | 3,558 | $1.86M | 0.03% | −6,357−64.1% | Reduced |
| Leavell Investment Management, Inc. | 3,556 | $1.86M | 0.09% | +25+0.7% | Added |
| 1858 Wealth Management, LLC | 3,532 | $1.84M | 1.46% | −52−1.5% | Reduced |
| LMR Partners LLP | 3,526 | $1.84M | 0.03% | −7,089−66.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,511 | $1.83M | 0.89% | −31−0.9% | Reduced |
| Strategic Blueprint, LLC | 3,504 | $1.83M | 0.11% | +248+7.6% | Added |
| SageView Advisory Group, LLC | 3,496 | $1.82M | 0.08% | +653+23.0% | Added |
| Doliver Advisors, LP | 3,476 | $1.81M | 0.50% | −58−1.6% | Reduced |
| Lake Street Advisors Group, LLC | 3,473 | $1.81M | 0.08% | +197+6.0% | Added |
| Grant Private Wealth Management Inc | 3,450 | $1.80M | 1.94% | +3,450 | New |
| Worldquant Millennium Advisors LLC | 3,401 | $1.78M | 0.01% | +3,401 | New |
| Brown Brothers Harriman & Co | 3,373 | $1.76M | 0.01% | +714+26.9% | Added |
| Gladstone Institutional Advisory LLC | 3,361 | $1.75M | 0.08% | −386−10.3% | Reduced |
| Field & Main Bank | 3,355 | $1.75M | 0.62% | −41−1.2% | Reduced |
| Sendero Wealth Management, LLC | 3,345 | $1.75M | 0.26% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 3,333 | $1.74M | 1.83% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,315 | $1.73M | 0.03% | −70−2.1% | Reduced |
| Anfield Capital Management, LLC | 3,290 | $1.72M | 0.62% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,289 | $1.72M | 0.06% | +389+13.4% | Added |
| National Asset Management, Inc. | 3,265 | $1.70M | 0.06% | −612−15.8% | Reduced |
| Principle Wealth Partners LLC | 3,262 | $1.70M | 0.12% | −415−11.3% | Reduced |
| Allianz SE | 3,231 | $1.70M | 0.04% | −2,141−39.9% | Reduced |
| GeoWealth Management, LLC | 3,245 | $1.69M | 0.06% | +48+1.5% | Added |
| Strategy Asset Managers LLC | 3,236 | $1.69M | 0.33% | −18−0.6% | Reduced |
| Martin Currie Ltd | 3,228 | $1.68M | 0.06% | +1,139+54.5% | Added |
| Great Lakes Retirement, Inc. | 3,215 | $1.68M | 0.22% | +50+1.6% | Added |
| Walleye Capital LLC | 3,210 | $1.68M | 0.02% | −8,650−72.9% | Reduced |
| Quadcap Wealth Management, LLC | 3,209 | $1.67M | 0.25% | −34−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 3,208 | $1.67M | 0.11% | +432+15.6% | Added |
| Everhart Financial Group, Inc. | 3,196 | $1.67M | 0.34% | +150+4.9% | Added |
| Fire Capital Management LLC | 3,170 | $1.65M | 1.23% | +3,170 | New |
| Flagship Harbor Advisors, LLC | 3,165 | $1.65M | 0.09% | +97+3.2% | Added |
| Lavaca Capital LLC | 3,123 | $1.63M | 0.72% | +2,583+478.3% | Added |
| Penobscot Investment Management Company, Inc. | 3,068 | $1.60M | 0.15% | −25−0.8% | Reduced |
| Waldron Private Wealth LLC | 3,064 | $1.60M | 0.06% | +617+25.2% | Added |
| Gilbert & Cook, Inc. | 3,057 | $1.60M | 0.22% | −11−0.4% | Reduced |
| IronOak Wealth LLC. | 3,056 | $1.60M | 1.79% | +3,056 | New |
| Sectoral Asset Management Inc | 3,050 | $1.59M | 1.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,033 | $1.58M | 0.12% | −197−6.1% | Reduced |
| Midwest Professional Planners, LTD. | 3,033 | $1.58M | 0.47% | +100+3.4% | Added |
| K.J. Harrison & Partners Inc | 3,000 | $1.57M | 0.25% | 00.0% | Unchanged |
| Telligent Fund, LP | 3,000 | $1.57M | 1.49% | +3,000 | New |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.57M | 0.19% | +1,000+50.0% | Added |
| Umpqua Bank | 2,887 | $1.56M | 0.54% | −55−1.9% | Reduced |
| Sylvest Advisors, LLC | 2,975 | $1.55M | 0.95% | +2,975 | New |
| Checchi Capital Advisers, LLC | 2,938 | $1.53M | 0.11% | +15+0.5% | Added |
| Equitable Trust Co | 2,920 | $1.52M | 0.09% | −328−10.1% | Reduced |