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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 2,241 | $1.17M | 0.05% | +1,357+153.5% | Added |
| JFG Wealth Management, LLC | 2,226 | $1.16M | 0.27% | +2,226 | New |
| Baader Bank INC | 2,224 | $1.16M | 0.11% | −20,610−90.3% | Reduced |
| FourThought Financial Partners, LLC | 2,218 | $1.16M | 0.12% | +2,218 | New |
| Altfest L J & Co Inc | 2,215 | $1.16M | 0.15% | −16−0.7% | Reduced |
| Park Place Capital Corp | 2,212 | $1.15M | 0.32% | +274+14.1% | Added |
| Legacy Wealth Management, LLC | 2,210 | $1.15M | 0.46% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,208 | $1.15M | 0.07% | +53+2.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,207 | $1.15M | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,205 | $1.15M | 0.08% | +2,205 | New |
| Capital Management Associates | 2,200 | $1.15M | 1.35% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,200 | $1.15M | 0.18% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,199 | $1.15M | 0.02% | −482−18.0% | Reduced |
| Mather Group, LLC. | 2,195 | $1.15M | 0.01% | +202+10.1% | Added |
| Tiemann Investment Advisors, LLC | 2,192 | $1.14M | 0.51% | −5−0.2% | Reduced |
| Quest Partners LLC | 2,182 | $1.14M | 0.15% | +1,829+518.1% | Added |
| Senator Investment Group LP | 2,174 | $1.13M | 0.03% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 2,174 | $1.13M | 0.84% | +117+5.7% | Added |
| IFP Advisors, Inc | 2,174 | $1.13M | 0.04% | +13+0.6% | Added |
| OneAscent Financial Services LLC | 2,172 | $1.13M | 0.10% | +11+0.5% | Added |
| Dana Investment Advisors, Inc. | 2,171 | $1.13M | 0.04% | +100+4.8% | Added |
| Schrum Private Wealth Management LLC | 2,169 | $1.13M | 0.96% | −569−20.8% | Reduced |
| Wormser Freres Gestion | 2,081 | $1.13M | 0.67% | +167+8.7% | Added |
| Tradition Wealth Management, LLC | 2,156 | $1.13M | 0.10% | +853+65.5% | Added |
| Buckingham Strategic Partners | 2,148 | $1.12M | 0.02% | −130−5.7% | Reduced |
| Advisory Alpha, LLC | 2,147 | $1.12M | 0.04% | +439+25.7% | Added |
| Moseley Investment Management Inc | 2,139 | $1.12M | 0.44% | +51+2.4% | Added |
| Simon Quick Advisors, LLC | 2,132 | $1.11M | 0.07% | +160+8.1% | Added |
| Alpha Family Trust | 2,125 | $1.11M | 0.62% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,125 | $1.11M | 0.08% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,104 | $1.10M | 0.04% | +2,104 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,101 | $1.10M | 0.16% | −462−18.0% | Reduced |
| Mendel Money Management | 2,100 | $1.10M | 0.49% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,095 | $1.09M | 0.14% | +44+2.1% | Added |
| Catalytic Wealth RIA, LLC | 2,089 | $1.09M | 0.19% | −170−7.5% | Reduced |
| Clarius Group, LLC | 2,089 | $1.09M | 0.07% | +220+11.8% | Added |
| Allegheny Financial Group LTD | 2,087 | $1.09M | 0.28% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,087 | $1.09M | 0.27% | −24−1.1% | Reduced |
| International Assets Investment Management, LLC | 2,078 | $1.09M | 0.09% | −1,088,541−99.8% | Reduced |
| WSFS Capital Management, LLC | 2,085 | $1.09M | 0.06% | +685+48.9% | Added |
| Founders Financial Securities LLC | 2,073 | $1.08M | 0.10% | −10−0.5% | Reduced |
| Petros Family Wealth, LLC | 2,071 | $1.08M | 1.17% | +2,071 | New |
| IHT Wealth Management, LLC | 2,067 | $1.08M | 0.03% | −360−14.8% | Reduced |
| Ancora Advisors, LLC | 2,061 | $1.08M | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,059 | $1.07M | 0.13% | −10−0.5% | Reduced |
| Wealth Management Partners, LLC | 2,059 | $1.07M | 0.46% | +80+4.0% | Added |
| Caldwell Trust Co | 2,057 | $1.07M | 0.11% | +8+0.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,055 | $1.07M | 0.01% | −715−25.8% | Reduced |
| Resurgent Financial Advisors LLC | 2,053 | $1.07M | 0.63% | +517+33.7% | Added |
| Beacon Financial Planning, Inc | 2,044 | $1.07M | 0.62% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,038 | $1.06M | 0.19% | +2,038 | New |
| Fig Financial Advisory Services Inc | 2,037 | $1.06M | 0.72% | +2,037 | New |
| Capital A Wealth Management, LLC | 2,003 | $1.05M | 1.74% | +2,003 | New |
| Atlas Wealth Partners, LLC | 2,000 | $1.04M | 1.32% | −100−4.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,000 | $1.04M | 0.03% | +164+8.9% | Added |
| NCP Inc. | 2,000 | $1.04M | 0.54% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $1.04M | 0.47% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 2,000 | $1.04M | 1.21% | +2,000 | New |
| Forum Financial Management, LP | 1,999 | $1.04M | 0.02% | +33+1.7% | Added |
| Integrated Advisors Network LLC | 1,998 | $1.04M | 0.05% | +245+14.0% | Added |
| Marco Investment Management LLC | 1,996 | $1.04M | 0.09% | +1,459+271.7% | Added |
| Eqis Capital Management, Inc. | 1,988 | $1.04M | 0.09% | −17−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,982 | $1.03M | 0.11% | +42+2.2% | Added |
| Centaurus Financial, Inc. | 1,978 | $1.03M | 0.06% | −75−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,977 | $1.03M | 0.09% | +57+3.0% | Added |
| PGGM Investments | 1,961 | $1.02M | 0.01% | +1,715+697.2% | Added |
| Western Pacific Wealth Management, LP | 1,960 | $1.02M | 0.83% | −270−12.1% | Reduced |
| LaFleur & Godfrey LLC | 1,959 | $1.02M | 0.14% | −120−5.8% | Reduced |
| Michael B. Yongue | 1,958 | $1.02M | 0.81% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,749 | $1.02M | 0.03% | −27−1.5% | Reduced |
| Winton Group Ltd | 1,956 | $1.02M | 0.07% | +1,956 | New |
| Forbes J M & Co LLP | 1,953 | $1.02M | 0.10% | +1,326+211.5% | Added |
| Miracle Mile Advisors, LLC | 1,948 | $1.02M | 0.02% | +143+7.9% | Added |
| Teza Capital Management LLC | 1,940 | $1.01M | 0.15% | +1,940 | New |
| Prosperity Consulting Group, LLC | 1,939 | $1.01M | 0.08% | +132+7.3% | Added |
| Camden Capital, LLC | 1,932 | $1.01M | 0.11% | +602+45.3% | Added |
| Bingham Private Wealth, LLC | 1,928 | $1.01M | 1.07% | +1,928 | New |
| Centennial Bank | 1,920 | $1.00M | 0.47% | −58−2.9% | Reduced |
| Fox Run Management, L.L.C. | 1,918 | $1.00M | 0.18% | +1,432+294.7% | Added |
| Catalyst Financial Partners LLC | 1,916 | $1.00M | 0.19% | +64+3.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,913 | $998.4K | 0.20% | +755+65.2% | Added |
| Arete Wealth Advisors, LLC | 1,908 | $996.0K | 0.07% | +838+78.3% | Added |
| Warm Springs Advisors Inc. | 1,898 | $990.7K | 0.92% | +1,898 | New |
| Patron Partners Advisors, LLC | 1,890 | $986.5K | 0.53% | +67+3.7% | Added |
| Northern Oak Wealth Management Inc | 1,877 | $979.7K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,869 | $975.8K | 0.07% | +25+1.4% | Added |
| Murphy & Mullick Capital Management Corp | 1,868 | $975.0K | 0.90% | +1,868 | New |
| Heritage Wealth Advisors | 1,866 | $974.0K | 0.05% | −76−3.9% | Reduced |
| Avitas Wealth Management LLC | 1,866 | $974.0K | 0.13% | −43−2.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,862 | $971.9K | 0.29% | +266+16.7% | Added |
| 17 Capital Partners, LLC | 1,851 | $966.1K | 0.61% | +35+1.9% | Added |
| Truvestments Capital LLC | 1,847 | $964.1K | 0.25% | +372+25.2% | Added |
| Heartland Bank & Trust Co | 1,836 | $958.3K | 0.52% | −326−15.1% | Reduced |
| Paradigm Financial Partners, LLC | 1,826 | $953.1K | 0.12% | +162+9.7% | Added |
| CX Institutional | 1,825 | $952.6K | 0.04% | −48−2.6% | Reduced |
| Lewis Asset Management, LLC | 1,825 | $952.6K | 0.73% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,820 | $950.0K | 0.08% | +755+70.9% | Added |
| DGS Capital Management, LLC | 1,813 | $946.3K | 0.24% | +154+9.3% | Added |
| Icon Wealth Advisors, LLC | 1,810 | $944.7K | 0.08% | +5+0.3% | Added |
| GTS Securities LLC | 1,806 | $942.7K | 0.05% | +21+1.2% | Added |