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 |
|---|---|---|---|---|---|
| Mirae Asset Securities (USA) Inc. | 1,804 | $941.6K | 0.04% | +1,804 | New |
| Silver Oak Securities, Inc | 1,784 | $940.2K | 0.09% | +203+12.8% | Added |
| Essex Financial Services, Inc. | 1,792 | $935.4K | 0.07% | −49−2.7% | Reduced |
| Moran Wealth Management, LLC | 1,778 | $928.0K | 0.03% | +29+1.7% | Added |
| Financial Management Professionals, Inc. | 1,770 | $923.9K | 0.12% | −49−2.7% | Reduced |
| Private Portfolio Partners LLC | 1,770 | $923.9K | 0.17% | +82+4.9% | Added |
| Nia Impact Advisors, LLC | 1,766 | $921.8K | 0.30% | 00.0% | Unchanged |
| Heritage Trust Co | 1,757 | $917.1K | 0.11% | +1,757 | New |
| Moneta Group Investment Advisors LLC | 1,757 | $917.1K | 0.01% | +1+0.1% | Added |
| Missouri Trust & Investment Co | 1,755 | $916.0K | 0.32% | 00.0% | Unchanged |
| Norden Group LLC | 1,746 | $911.3K | 0.10% | +142+8.9% | Added |
| True North Advisors, LLC | 1,744 | $910.1K | 0.21% | +512+41.6% | Added |
| First Heartland Consultants, Inc. | 1,730 | $903.2K | 0.09% | −41−2.3% | Reduced |
| Ellerson Group Inc | 1,710 | $892.6K | 0.65% | −60−3.4% | Reduced |
| TFB Advisors LLC | 1,710 | $892.6K | 0.26% | −8−0.5% | Reduced |
| Monetta Financial Services Inc | 1,700 | $887.3K | 0.71% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,700 | $887.3K | 0.03% | −69−3.9% | Reduced |
| All Terrain Financial Advisors, LLC | 1,699 | $886.8K | 0.35% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 1,641 | $884.2K | 0.56% | +76+4.9% | Added |
| Financial Enhancement Group LLC | 1,638 | $884.1K | 0.14% | +1,638 | New |
| Prosperity Wealth Management, Inc. | 1,689 | $881.6K | 0.36% | +124+7.9% | Added |
| Creekmur Asset Management LLC | 1,687 | $880.5K | 0.20% | −167−9.0% | Reduced |
| Kovack Advisors, Inc. | 1,686 | $880.0K | 0.09% | +298+21.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,676 | $874.8K | 0.07% | +100+6.3% | Added |
| Financial Advocates Investment Management | 1,666 | $869.6K | 0.05% | −94−5.3% | Reduced |
| Empower Advisory Group, LLC | 1,665 | $869.1K | 0.00% | −32−1.9% | Reduced |
| Parsons Capital Management Inc | 1,664 | $868.5K | 0.05% | +14+0.8% | Added |
| ICONIQ Capital, LLC | 1,660 | $866.5K | 0.01% | +850+104.9% | Added |
| Wealthspire Advisors, LLC | 1,645 | $858.6K | 0.01% | +366+28.6% | Added |
| Venturi Wealth Management, LLC | 1,642 | $857.1K | 0.04% | +291+21.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,641 | $856.8K | 0.03% | −60−3.5% | Reduced |
| RB Capital Management, LLC | 1,637 | $854.4K | 0.20% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,630 | $850.8K | 0.07% | +90+5.8% | Added |
| Pallas Capital Advisors LLC | 1,629 | $850.3K | 0.04% | +3+0.2% | Added |
| Oxford Asset Management LLP | 1,629 | $850.3K | 0.38% | +445+37.6% | Added |
| Ameritas Advisory Services, LLC | 1,628 | $849.8K | 0.03% | +324+24.8% | Added |
| 4WEALTH Advisors, Inc. | 1,624 | $847.7K | 0.87% | +1,624 | New |
| Quotient Wealth Partners, LLC | 1,619 | $845.1K | 0.03% | +97+6.4% | Added |
| SPC Financial, Inc. | 1,615 | $843.0K | 0.07% | +35+2.2% | Added |
| OneAscent Wealth Management LLC | 1,600 | $835.0K | 0.34% | −49−3.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,598 | $834.1K | 0.07% | +66+4.3% | Added |
| Blue Fin Capital, Inc. | 1,597 | $833.6K | 0.15% | +191+13.6% | Added |
| Signal Advisors Wealth, LLC | 1,594 | $832.0K | 0.09% | +173+12.2% | Added |
| Elevated Capital Advisors, LLC | 1,593 | $831.5K | 0.23% | −103−6.1% | Reduced |
| Childress Capital Advisors, LLC | 1,589 | $829.6K | 0.23% | −18−1.1% | Reduced |
| Net Worth Advisory Group | 1,588 | $829.1K | 0.25% | −40−2.5% | Reduced |
| Geneos Wealth Management Inc. | 1,588 | $828.9K | 0.03% | −225−12.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,584 | $826.8K | 0.68% | −35−2.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,582 | $825.7K | 0.09% | +31+2.0% | Added |
| Aventura Private Wealth, LLC | 1,577 | $823.1K | 0.44% | +1,577 | New |
| BSW Wealth Partners | 1,556 | $812.2K | 0.12% | +90+6.1% | Added |
| Waters Parkerson & Co., LLC | 1,553 | $810.6K | 0.04% | +13+0.8% | Added |
| Nebula Research & Development LLC | 1,549 | $808.5K | 0.09% | +1,549 | New |
| Golden State Wealth Management, LLC | 1,545 | $806.4K | 0.12% | +1,545 | New |
| 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 |
| Harbour Investments, Inc. | 1,544 | $805.9K | 0.02% | +32+2.1% | Added |
| Cassady Schiller Wealth Management, LLC | 1,539 | $803.3K | 0.29% | +24+1.6% | Added |
| Rehmann Capital Advisory Group | 1,533 | $800.2K | 0.05% | −11−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 1,532 | $799.6K | 0.06% | +6+0.4% | Added |
| Park National Corp | 1,529 | $798.1K | 0.03% | −21−1.4% | Reduced |
| Secure Asset Management, LLC | 1,527 | $797.0K | 0.12% | −7−0.5% | Reduced |
| Cambridge Advisors Inc. | 1,518 | $792.3K | 0.18% | +40+2.7% | 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 |
| 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 |
| WBH Advisory Inc | 1,501 | $783.5K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,497 | $781.4K | 0.36% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,495 | $780.3K | 0.04% | −13−0.9% | Reduced |
| Norris Perne & French LLP | 1,492 | $778.8K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,491 | $778.4K | 0.03% | +218+17.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,481 | $773.0K | 0.07% | −43−2.8% | Reduced |
| Aviance Capital Partners, LLC | 1,478 | $771.5K | 0.11% | +63+4.5% | Added |
| J. W. Coons Advisors, LLC | 1,477 | $770.9K | 0.20% | −97−6.2% | Reduced |
| Guardian Financial Partners, LLC | 1,466 | $765.2K | 0.45% | +26+1.8% | Added |
| Virtue Capital Management, LLC | 1,464 | $764.1K | 0.15% | −171−10.5% | Reduced |
| Impact Investors, Inc | 1,459 | $761.6K | 0.59% | +1,459 | New |
| Davy Global Fund Management Ltd | 1,456 | $760.0K | 0.09% | −225−13.4% | Reduced |
| Platinum Investment Management Ltd | 1,455 | $759.5K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,448 | $755.8K | 0.09% | +19+1.3% | Added |
| Private Wealth Partners, LLC | 1,448 | $755.8K | 0.06% | +87+6.4% | Added |
| Advisor OS, LLC | 1,423 | $742.7K | 0.09% | +96+7.2% | Added |
| Richard W. Paul & Associates, LLC | 1,417 | $739.6K | 0.27% | +20+1.4% | Added |
| Cobblestone Capital Advisors LLC | 1,398 | $729.7K | 0.04% | +58+4.3% | Added |
| Covenant Partners, LLC | 1,396 | $728.7K | 0.22% | −6−0.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,391 | $725.9K | 0.18% | −445−24.2% | Reduced |
| PDS Planning, Inc | 1,385 | $722.9K | 0.06% | +51+3.8% | Added |
| Voya Financial Advisors, Inc. | 1,371 | $722.5K | 0.08% | −104−7.1% | Reduced |
| Oarsman Capital, Inc. | 1,383 | $721.9K | 0.13% | −40−2.8% | Reduced |
| TSFG, LLC | 1,380 | $720.0K | 0.15% | −50−3.5% | Reduced |
| Lindbrook Capital, LLC | 1,377 | $718.7K | 0.06% | +32+2.4% | Added |
| L2 Asset Management, LLC | 1,375 | $717.7K | 0.16% | −23−1.6% | Reduced |
| Liberty One Investment Management, LLC | 1,372 | $716.1K | 0.08% | −300−17.9% | Reduced |
| TrinityPoint Wealth, LLC | 1,371 | $715.6K | 0.10% | +253+22.6% | Added |
| Chicago Trust Co NA | 1,364 | $712.0K | 0.13% | −172−11.2% | Reduced |
| 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 |
| Orrstown Financial Services Inc | 1,353 | $706.2K | 0.19% | +828+157.7% | Added |
| Sunbelt Securities, Inc. | 1,340 | $706.1K | 0.06% | +161+13.7% | Added |