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
- 2,134
- +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
- 824 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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Bordeaux Wealth Advisors LLC | 1,054 | $550.1K | 0.09% | −107−9.2% | Reduced |
| MJP Associates Inc | 1,054 | $550.1K | 0.10% | +240+29.5% | Added |
| Connecticut Wealth Management, LLC | 1,053 | $549.4K | 0.03% | +27+2.6% | Added |
| Severin Investments, LLC | 1,051 | $548.6K | 0.55% | +1,051 | New |
| Avantax Planning Partners, Inc. | 1,051 | $548.6K | 0.02% | +89+9.3% | Added |
| Evercore Wealth Management, LLC | 1,049 | $547.5K | 0.01% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 1,049 | $547.5K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,062 | $545.6K | 0.05% | +3,816+89.9% | Added |
| Accredited Investors Inc. | 1,040 | $542.8K | 0.03% | +19+1.9% | Added |
| Journey Strategic Wealth LLC | 1,039 | $542.3K | 0.02% | +19+1.9% | Added |
| TrueWealth Advisors, LLC | 1,037 | $541.3K | 0.18% | +221+27.1% | Added |
| Verus Capital Partners, LLC | 1,032 | $538.7K | 0.05% | +38+3.8% | Added |
| Callan Capital, LLC | 1,030 | $537.6K | 0.04% | −11−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $537.1K | 0.02% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,029 | $537.1K | 0.38% | +1,029 | New |
| Jackson Wealth Management, LLC | 1,027 | $536.0K | 0.06% | +325+46.3% | Added |
| Sonora Investment Management Group, LLC | 1,025 | $535.0K | 0.04% | +85+9.0% | Added |
| Hall Laurie J Trustee | 1,025 | $535.0K | 0.18% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,018 | $531.1K | 0.28% | +59+6.2% | Added |
| BlueStem Wealth Partners, LLC | 1,016 | $530.3K | 0.07% | +1,016 | New |
| Green Square Capital Advisors LLC | 1,015 | $529.8K | 0.07% | −34−3.2% | Reduced |
| Private Trust Co NA | 1,014 | $529.3K | 0.05% | +56+5.8% | Added |
| Palisade Asset Management, LLC | 1,009 | $526.7K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,009 | $526.7K | 0.03% | +477+89.7% | Added |
| Ipswich Investment Management Co., Inc. | 1,008 | $526.1K | 0.13% | +13+1.3% | Added |
| Hobbs Group Advisors, LLC | 1,002 | $523.0K | 0.20% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 999 | $521.2K | 0.02% | +3+0.3% | Added |
| Stokes Family Office, LLC | 998 | $520.9K | 0.06% | −8−0.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 998 | $520.9K | 0.19% | +998 | New |
| Huntleigh Advisors, Inc. | 995 | $519.4K | 0.11% | +995 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,348 | $518.0K | 0.09% | −9,154−87.2% | Reduced |
| Lion Street Advisors, LLC | 990 | $516.7K | 0.16% | −44−4.3% | Reduced |
| Guyasuta Investment Advisors Inc | 990 | $516.7K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $516.7K | 0.18% | 00.0% | Unchanged |
| Centiva Capital, LP | 990 | $516.7K | 0.02% | +635+178.9% | Added |
| Massmutual Trust Co FSB | 988 | $515.7K | 0.01% | −160−13.9% | Reduced |
| Atlas Brown,Inc. | 988 | $515.7K | 0.18% | +14+1.4% | Added |
| Renasant Bank | 986 | $514.7K | 0.33% | +364+58.5% | Added |
| First Affirmative Financial Network | 986 | $514.5K | 0.30% | −30−3.0% | Reduced |
| Acropolis Investment Management, LLC | 985 | $514.1K | 0.03% | +8+0.8% | Added |
| Two Sigma Securities, LLC | 983 | $513.1K | 0.09% | −118−10.7% | Reduced |
| Triangle Securities Wealth Management | 980 | $511.5K | 0.13% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 977 | $510.0K | 0.22% | +12+1.2% | Added |
| Centurion Wealth Management LLC | 976 | $509.4K | 0.16% | +62+6.8% | Added |
| Tufton Capital Management | 973 | $507.9K | 0.10% | −35−3.5% | Reduced |
| Perissos Private Wealth Management, LLC | 971 | $506.8K | 0.38% | +5+0.5% | Added |
| Modern Wealth Management, LLC | 970 | $506.3K | 0.02% | +91+10.4% | Added |
| Garden State Investment Advisory Services LLC | 966 | $504.2K | 0.16% | −8−0.8% | Reduced |
| Avion Wealth | 962 | $502.0K | 0.13% | +27+2.9% | Added |
| Independence Bank of Kentucky | 958 | $500.0K | 0.08% | +150+18.6% | Added |
| Argentarii, LLC | 956 | $499.0K | 0.25% | +956 | New |
| Clarendon Private LLC | 955 | $498.5K | 0.52% | +955 | New |
| Ledgewood Wealth Advisors, LLC | 950 | $495.9K | 0.32% | 00.0% | Unchanged |
| Onefund, LLC | 947 | $494.3K | 0.47% | +18+1.9% | Added |
| Fiduciary Financial Group, LLC | 902 | $493.8K | 0.11% | +2+0.2% | Added |
| Visionary Wealth Advisors | 945 | $493.3K | 0.03% | +42+4.7% | Added |
| Weybosset Research & Management LLC | 945 | $493.0K | 0.17% | −2−0.2% | Reduced |
| Humankind Investments LLC | 943 | $492.2K | 0.12% | −61−6.1% | Reduced |
| West Family Investments, Inc. | 943 | $492.2K | 0.17% | −25−2.6% | Reduced |
| Anchor Investment Management, LLC | 942 | $491.7K | 0.05% | −82−8.0% | Reduced |
| Goepper Burkhardt LLC | 942 | $491.7K | 0.20% | −30−3.1% | Reduced |
| Interchange Capital Partners, LLC | 948 | $489.6K | 0.18% | −233−19.7% | Reduced |
| Cross Staff Investments Inc | 936 | $488.6K | 0.37% | 00.0% | Unchanged |
| UBS Oconnor LLC | 935 | $488.0K | 0.01% | +935 | New |
| Penserra Capital Management LLC | 933 | $486.0K | 0.01% | −2,299−71.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 930 | $485.4K | 0.02% | +297+46.9% | Added |
| Dearborn Partners LLC | 927 | $483.9K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 925 | $482.8K | 0.10% | +98+11.9% | Added |
| Saiph Capital, LLC | 922 | $481.2K | 0.22% | +135+17.2% | Added |
| Fountainhead AM, LLC | 922 | $481.2K | 0.09% | +922 | New |
| Financial Advisory Service, Inc. | 921 | $480.9K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 921 | $480.7K | 0.04% | −573−38.4% | Reduced |
| Pensionmark Financial Group, LLC | 916 | $478.1K | 0.01% | +452+97.4% | Added |
| AXS Investments LLC | 916 | $478.1K | 0.13% | −150−14.1% | Reduced |
| Sittner & Nelson, LLC | 911 | $475.5K | 0.21% | −23−2.5% | Reduced |
| Valmark Advisers, Inc. | 902 | $470.8K | 0.01% | −33−3.5% | Reduced |
| Avidian Wealth Solutions, LLC | 901 | $470.3K | 0.02% | +245+37.3% | Added |
| First Dallas Securities Inc. | 900 | $470.0K | 0.19% | −250−21.7% | Reduced |
| Northstar Asset Management LLC | 900 | $469.8K | 0.11% | 00.0% | Unchanged |
| Dalton Investments LLC | 900 | $469.8K | 0.24% | +900 | New |
| Capital Investment Advisors, LLC | 899 | $469.3K | 0.01% | +121+15.6% | Added |
| Strait & Sound Wealth Management LLC | 896 | $467.7K | 0.22% | +23+2.6% | Added |
| Level Four Advisory Services, LLC | 894 | $466.6K | 0.02% | +138+18.3% | Added |
| Autumn Glory Partners, LLC | 890 | $464.5K | 0.23% | −944−51.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 889 | $464.0K | 0.10% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 887 | $463.0K | 0.24% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 885 | $462.0K | 0.11% | +2+0.2% | Added |
| Clarus Group, Inc. | 885 | $461.9K | 0.16% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 773 | $460.5K | 0.21% | +36+4.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 874 | $456.2K | 0.11% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 873 | $455.7K | 0.19% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 870 | $454.1K | 0.16% | +870 | New |
| Glassy Mountain Advisors, Inc. | 868 | $453.1K | 0.16% | 00.0% | Unchanged |
| ASB Consultores, LLC | 868 | $453.1K | 0.19% | +24+2.8% | Added |
| Robertson Stephens Wealth Management, LLC | 864 | $451.0K | 0.02% | −39−4.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 864 | $451.0K | 0.01% | +14+1.6% | Added |
| Callahan Advisors, LLC | 862 | $449.9K | 0.04% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 860 | $448.9K | 0.49% | +860 | New |
| First American Trust, FSB | 858 | $447.6K | 0.04% | +338+65.0% | Added |
| Vertex Planning Partners, LLC | 851 | $444.2K | 0.10% | +30+3.7% | Added |