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 |
|---|---|---|---|---|---|
| Resources Management Corp | 1,350 | $705.0K | 0.10% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,350 | $704.6K | 0.36% | −40−2.9% | Reduced |
| Alpha DNA Investment Management LLC | 1,349 | $704.1K | 0.38% | −114−7.8% | Reduced |
| Fedenia Advisers LLC | 1,347 | $703.1K | 0.41% | +1,347 | New |
| Miller Financial Services LLC | 1,342 | $700.5K | 0.59% | +1,342 | New |
| Fulton Breakefield Broenniman LLC | 1,339 | $698.9K | 0.05% | −23−1.7% | Reduced |
| KRS Capital Management, LLC | 1,335 | $696.8K | 0.49% | +15+1.1% | Added |
| Flow Traders U.S. LLC | 1,332 | $695.0K | 0.03% | +1,332 | New |
| LRI Investments, LLC | 1,330 | $694.4K | 0.07% | −49−3.6% | Reduced |
| Ullmann Financial Group, Inc. | 1,330 | $694.2K | 0.09% | +1+0.1% | Added |
| Quent Capital, LLC | 1,325 | $691.6K | 0.07% | +7+0.5% | Added |
| TFC Financial Management | 1,317 | $687.4K | 0.11% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,315 | $686.4K | 0.25% | 00.0% | Unchanged |
| SWS Partners | 1,314 | $685.9K | 0.21% | −926−41.3% | Reduced |
| Finivi Inc. | 1,311 | $684.3K | 0.55% | +735+127.6% | Added |
| Bailard, Inc. | 1,307 | $682.2K | 0.02% | −1−0.1% | Reduced |
| Invesco, LLC | 1,304 | $680.6K | 0.27% | +3+0.2% | Added |
| Mitchell Sinkler & Starr | 1,300 | $678.5K | 0.18% | +90+7.4% | Added |
| PharVision Advisers, LLC | 1,296 | $676.5K | 0.57% | +1,296 | New |
| Wallace Hart LLC | 1,292 | $674.4K | 0.54% | −1,344−51.0% | Reduced |
| Personal Cfo Solutions, LLC | 1,287 | $671.8K | 0.13% | +15+1.2% | Added |
| Drive Wealth Management, LLC | 1,286 | $671.3K | 0.16% | +37+3.0% | Added |
| Tyler-Stone Wealth Management | 1,284 | $670.2K | 0.12% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,274 | $665.0K | 0.40% | +6+0.5% | Added |
| KPP Advisory Services LLC | 1,272 | $663.9K | 0.16% | +64+5.3% | Added |
| Balboa Wealth Partners | 1,260 | $657.5K | 0.15% | −775−38.1% | Reduced |
| Moors & Cabot, Inc. | 1,256 | $655.6K | 0.03% | +97+8.4% | Added |
| Baker Tilly Wealth Management, LLC | 1,255 | $655.1K | 0.26% | +91+7.8% | Added |
| First Business Financial Services, Inc. | 1,251 | $653.0K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,250 | $652.5K | 0.09% | +37+3.1% | Added |
| Coign Capital Advisors LLC | 1,248 | $651.4K | 0.60% | +1,248 | New |
| Investmark Advisory Group LLC | 1,247 | $650.9K | 0.32% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,246 | $650.4K | 0.01% | +661+113.0% | Added |
| Parcion Private Wealth LLC | 1,240 | $647.2K | 0.05% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,237 | $645.7K | 0.37% | +90+7.8% | Added |
| Alpha Zero LLC | 1,234 | $644.1K | 0.49% | +1,234 | New |
| Kapstone Financial Advisors LLC | 1,122 | $642.6K | 0.34% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,230 | $642.0K | 0.06% | +230+23.0% | Added |
| WMS Partners, LLC | 1,227 | $640.4K | 0.04% | +769+167.9% | Added |
| Trust Co | 1,221 | $637.3K | 0.07% | +600+96.6% | Added |
| Wesbanco Bank Inc | 1,216 | $634.7K | 0.02% | +19+1.6% | Added |
| Ignite Planners, LLC | 1,181 | $632.2K | 0.14% | +9+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,210 | $631.6K | 0.04% | +170+16.3% | Added |
| Planning Center, Inc. | 1,201 | $626.9K | 0.08% | −16−1.3% | Reduced |
| Wolff Wiese Magana LLC | 1,194 | $623.2K | 0.41% | +49+4.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,193 | $622.7K | 0.01% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,193 | $622.7K | 0.42% | +93+8.5% | Added |
| Yarbrough Capital, LLC | 1,190 | $621.1K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,187 | $619.6K | 0.02% | +137+13.0% | Added |
| Avenue 1 Advisors, LLC | 1,185 | $618.5K | 0.24% | −4−0.3% | Reduced |
| Alta Advisers Ltd | 1,181 | $616.4K | 0.39% | +181+18.1% | Added |
| Prosperity Financial Group, Inc. | 1,173 | $612.3K | 0.31% | +255+27.8% | Added |
| Apriem Advisors | 1,168 | $609.6K | 0.07% | −15−1.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,165 | $608.1K | 0.21% | −75−6.0% | Reduced |
| Gsa Capital Partners LLP | 1,163 | $607.0K | 0.04% | +1,163 | New |
| LJI Wealth Management, LLC | 1,161 | $606.0K | 0.12% | +21+1.8% | Added |
| Bank of Stockton | 1,161 | $606.0K | 0.18% | +138+13.5% | Added |
| Foundations Investment Advisors, LLC | 1,160 | $605.5K | 0.01% | +570+96.6% | Added |
| Channel Wealth LLC | 1,154 | $602.3K | 0.20% | −4−0.3% | Reduced |
| Rossmore Private Capital | 1,153 | $601.8K | 0.07% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,152 | $601.3K | 0.00% | +1,152 | New |
| Navalign, LLC | 1,150 | $600.3K | 0.18% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,149 | $600.0K | 0.23% | +333+40.8% | Added |
| Beacon Financial Group | 1,148 | $599.2K | 0.06% | −7−0.6% | Reduced |
| Cromwell Holdings LLC | 1,144 | $597.1K | 0.34% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,144 | $597.1K | 0.09% | +14+1.2% | Added |
| Spirepoint Private Client, LLC | 1,142 | $596.1K | 0.07% | −2−0.2% | Reduced |
| RHS Financial, LLC | 1,141 | $595.6K | 0.31% | −58−4.8% | Reduced |
| First Manhattan Co | 1,137 | $593.5K | 0.00% | −521−31.4% | Reduced |
| Financial Management Network Inc | 1,107 | $592.6K | 0.12% | +7+0.6% | Added |
| Trueblood Wealth Management, LLC | 1,132 | $590.9K | 0.29% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,129 | $589.2K | 0.06% | +85+8.1% | Added |
| Kirtland Hills Capital Management, LLC | 1,125 | $587.2K | 0.38% | +147+15.0% | Added |
| Compass Capital Corp | 970 | $585.5K | 0.23% | +970 | New |
| David Loasby | 1,069 | $585.2K | 0.05% | +45+4.4% | Added |
| Claris Financial LLC | 1,121 | $585.1K | 0.38% | +1,121 | New |
| Burling Wealth Partners, LLC | 1,119 | $584.1K | 0.12% | +1,119 | New |
| Park Edge Advisors, LLC | 1,116 | $582.5K | 0.17% | +1,116 | New |
| Paragon Private Wealth Management, LLC | 1,114 | $581.5K | 0.27% | +215+23.9% | Added |
| Investment Partners, Ltd. | 1,111 | $579.9K | 0.24% | +10+0.9% | Added |
| Warther Private Wealth, LLC | 1,096 | $572.1K | 0.19% | +7+0.6% | Added |
| TCI Wealth Advisors, Inc. | 1,093 | $570.5K | 0.05% | +9+0.8% | Added |
| ZWJ Investment Counsel Inc | 1,093 | $570.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,092 | $570.0K | 0.09% | −90−7.6% | Reduced |
| Contravisory Investment Management, Inc. | 1,092 | $570.0K | 0.12% | −82−7.0% | Reduced |
| Financial Perspectives, Inc | 1,091 | $569.5K | 0.19% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 1,089 | $568.4K | 0.46% | +1,089 | New |
| Evoke Wealth, LLC | 1,087 | $567.4K | 0.02% | +313+40.4% | Added |
| Inceptionr LLC | 1,087 | $567.4K | 0.13% | +1,087 | New |
| Sharp Financial Services, LLC | 1,075 | $561.1K | 0.43% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,071 | $559.0K | 0.07% | +2+0.2% | Added |
| 44 Wealth Management LLC | 1,070 | $558.5K | 0.21% | +6+0.6% | Added |
| Kercheville Advisors, LLC | 1,070 | $558.5K | 0.22% | +215+25.1% | Added |
| Kesler, Norman & Wride, LLC | 1,069 | $557.7K | 0.12% | +1,069 | New |
| Fortitude Advisory Group L.L.C. | 1,063 | $554.8K | 0.33% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,062 | $554.3K | 0.02% | −456−30.0% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,028 | $554.0K | 0.13% | +1,028 | New |
| Naples Global Advisors, LLC | 1,060 | $553.3K | 0.05% | −25−2.3% | Reduced |
| Cooper Financial Group | 1,059 | $552.8K | 0.07% | +201+23.4% | Added |
| Golden State Equity Partners | 1,055 | $550.7K | 0.11% | −242−18.7% | Reduced |