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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 2,913 | $1.52M | 0.45% | +97+3.4% | Added |
| Advisors Capital Management, LLC | 2,912 | $1.52M | 0.02% | +165+6.0% | Added |
| Kinneret Advisory, LLC | 2,901 | $1.51M | 0.14% | −136−4.5% | Reduced |
| Harbert Fund Advisors, Inc. | 2,875 | $1.50M | 1.30% | +300+11.7% | Added |
| Reynders McVeigh Capital Management, LLC | 2,868 | $1.50M | 0.08% | −104−3.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,864 | $1.49M | 0.12% | −28−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 2,858 | $1.49M | 0.27% | +311+12.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,839 | $1.48M | 0.02% | −80−2.7% | Reduced |
| GraniteShares Advisors LLC | 2,821 | $1.47M | 0.93% | −429−13.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,810 | $1.47M | 3.34% | +878+45.4% | Added |
| Main Street Financial Solutions, LLC | 2,808 | $1.47M | 0.14% | +1,265+82.0% | Added |
| Western Financial Corp | 2,801 | $1.46M | 0.80% | +234+9.1% | Added |
| Churchill Management Corp | 2,794 | $1.46M | 0.02% | −278−9.0% | Reduced |
| Sagespring Wealth Partners, LLC | 2,793 | $1.46M | 0.04% | +2,793 | New |
| Crestline Management, LP | 2,790 | $1.46M | 0.05% | +2,790 | New |
| Premier Path Wealth Partners, LLC | 2,785 | $1.45M | 0.22% | +10.0% | Added |
| IPG Investment Advisors LLC | 2,771 | $1.45M | 0.33% | +376+15.7% | Added |
| Stock Yards Bank & Trust Co | 2,770 | $1.45M | 0.05% | −30−1.1% | Reduced |
| Inspire Advisors, LLC | 2,766 | $1.44M | 0.18% | +5+0.2% | Added |
| Tiaa Trust, National Association | 2,763 | $1.44M | 0.00% | +248+9.9% | Added |
| Riverpark Capital Management LLC | 2,753 | $1.44M | 2.51% | −274−9.1% | Reduced |
| Country Club Bank | 2,713 | $1.43M | 0.10% | −227−7.7% | Reduced |
| CBOE Vest Financial, LLC | 2,725 | $1.42M | 0.03% | +493+22.1% | Added |
| Souders Financial Advisors | 2,724 | $1.42M | 0.20% | −512−15.8% | Reduced |
| Great Valley Advisor Group, Inc. | 2,721 | $1.42M | 0.03% | +178+7.0% | Added |
| Ironwood Investment Counsel, LLC | 2,714 | $1.42M | 0.24% | −173−6.0% | Reduced |
| Catalina Capital Group, LLC | 2,714 | $1.42M | 0.47% | +46+1.7% | Added |
| Stonegate Investment Group, LLC | 2,712 | $1.42M | 0.04% | −103−3.7% | Reduced |
| PAX Financial Group, LLC | 2,699 | $1.41M | 0.25% | +10+0.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,669 | $1.39M | 0.16% | +2,141+405.5% | Added |
| Richards, Merrill & Peterson, Inc. | 2,657 | $1.39M | 0.72% | +2,657 | New |
| Insigneo Advisory Services, LLC | 2,646 | $1.38M | 0.14% | −791−23.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,635 | $1.38M | 0.13% | +254+10.7% | Added |
| Transcend Wealth Collective, LLC | 2,635 | $1.38M | 0.10% | −21−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,613 | $1.36M | 0.03% | +24+0.9% | Added |
| Diligent Investors, LLC | 2,608 | $1.36M | 0.31% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,594 | $1.35M | 0.06% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,578 | $1.35M | 0.38% | +249+10.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,576 | $1.34M | 0.06% | +1,285+99.5% | Added |
| TB Alternative Assets Ltd. | 2,574 | $1.34M | 0.35% | −146−5.4% | Reduced |
| Marcum Wealth, LLC | 2,574 | $1.34M | 0.12% | −115−4.3% | Reduced |
| Graypoint LLC | 2,569 | $1.34M | 0.08% | +73+2.9% | Added |
| Scientech Research LLC | 2,554 | $1.33M | 0.38% | −2,053−44.6% | Reduced |
| Brass Tax Wealth Management, Inc | 2,553 | $1.33M | 0.28% | −5−0.2% | Reduced |
| Synovus Financial Corp | 2,551 | $1.33M | 0.02% | −21−0.8% | Reduced |
| Westfield Capital Management Co LP | 2,549 | $1.33M | 0.01% | +2,549 | New |
| Fielder Capital Group LLC | 2,546 | $1.33M | 0.41% | −3−0.1% | Reduced |
| Bellecapital International Ltd. | 2,536 | $1.32M | 0.23% | +335+15.2% | Added |
| Fidelis Capital Partners, LLC | 2,285 | $1.32M | 0.13% | +9+0.4% | Added |
| Geller Advisors LLC | 2,527 | $1.32M | 0.09% | −10.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,526 | $1.32M | 0.17% | +29+1.2% | Added |
| Bensler, LLC | 2,522 | $1.32M | 0.16% | +2,522 | New |
| Wealth Alliance | 2,514 | $1.31M | 0.16% | −343−12.0% | Reduced |
| Central Trust Co | 2,512 | $1.31M | 0.03% | +269+12.0% | Added |
| Stone Run Capital, LLC | 2,500 | $1.30M | 0.51% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,396 | $1.30M | 0.04% | −65−2.6% | Reduced |
| ZEGA Investments, LLC | 2,229 | $1.30M | 0.39% | +2,229 | New |
| NBT Bank N A | 2,489 | $1.30M | 0.09% | +544+28.0% | Added |
| Clarkston Capital Partners, LLC | 2,482 | $1.30M | 0.02% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,475 | $1.29M | 0.43% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 2,466 | $1.29M | 0.12% | +48+2.0% | Added |
| Guardian Wealth Advisors, LLC | 2,443 | $1.28M | 0.10% | +11+0.5% | Added |
| Aaron Wealth Advisors | 2,431 | $1.27M | 0.15% | −6−0.2% | Reduced |
| Sentry Investment Management LLC | 2,423 | $1.26M | 0.60% | −488−16.8% | Reduced |
| Belpointe Asset Management LLC | 2,567 | $1.26M | 0.08% | −12−0.5% | Reduced |
| Alps Advisors Inc | 2,419 | $1.26M | 0.01% | −118−4.7% | Reduced |
| United Advisor Group, LLC | 2,419 | $1.26M | 0.25% | +3+0.1% | Added |
| Empirical Asset Management, LLC | 19,393 | $1.26M | 0.42% | +3,456+21.7% | Added |
| United Asset Strategies, Inc. | 2,408 | $1.26M | 0.12% | +27+1.1% | Added |
| Pinnacle Associates Ltd | 2,406 | $1.26M | 0.02% | −146−5.7% | Reduced |
| AMG National Trust Bank | 2,391 | $1.25M | 0.03% | +154+6.9% | Added |
| Trust Co of Virginia | 2,385 | $1.24M | 0.11% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,384 | $1.24M | 0.26% | +106+4.7% | Added |
| EagleClaw Capital Managment, LLC | 2,380 | $1.24M | 0.20% | +180+8.2% | Added |
| Sabal Trust CO | 2,373 | $1.24M | 0.07% | +651+37.8% | Added |
| Choate Investment Advisors | 2,370 | $1.24M | 0.03% | +905+61.8% | Added |
| FCG Investment Co | 2,362 | $1.23M | 0.75% | +212+9.9% | Added |
| NVWM, LLC | 2,351 | $1.23M | 0.31% | −19−0.8% | Reduced |
| Foster & Motley Inc | 2,351 | $1.23M | 0.08% | +1,870+388.8% | Added |
| USA Financial Portformulas Corp | 2,348 | $1.23M | 0.19% | −2,115−47.4% | Reduced |
| Atomi Financial Group, Inc. | 2,337 | $1.22M | 0.06% | +974+71.5% | Added |
| Chesapeake Wealth Management | 2,325 | $1.21M | 0.42% | +13+0.6% | Added |
| Legacy Financial Advisors, Inc. | 2,325 | $1.21M | 0.20% | +237+11.4% | Added |
| AlphaQ Advisors LLC | 2,323 | $1.21M | 3.32% | −70−2.9% | Reduced |
| Parnassus Investments | 2,318 | $1.21M | 0.00% | +185+8.7% | Added |
| Manchester Capital Management LLC | 2,316 | $1.21M | 0.14% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,314 | $1.21M | 0.05% | −7,804−77.1% | Reduced |
| Prakash Investment Advisors LLC | 2,301 | $1.20M | 1.18% | +2,301 | New |
| Harrington Investments, INC | 2,276 | $1.19M | 0.65% | −22−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,265 | $1.18M | 0.04% | +371+19.6% | Added |
| Trust Point Inc. | 2,262 | $1.18M | 0.08% | +162+7.7% | Added |
| Guerra Pan Advisors, LLC | 2,262 | $1.18M | 0.85% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,260 | $1.18M | 0.06% | +159+7.6% | Added |
| Virtus ETF Advisers LLC | 2,258 | $1.18M | 0.48% | +252+12.6% | Added |
| Coastal Investment Advisors, Inc. | 2,200 | $1.18M | 0.48% | +81+3.8% | Added |
| Liberty Capital Management, Inc. | 2,254 | $1.18M | 0.26% | +14+0.6% | Added |
| 111 Capital | 2,247 | $1.17M | 0.25% | +2,247 | New |
| Atlantic Union Bankshares Corp | 2,247 | $1.17M | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,244 | $1.17M | 0.09% | −546−19.6% | Reduced |
| S&CO Inc | 2,245 | $1.17M | 0.08% | 00.0% | Unchanged |