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 |
|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | 850 | $443.7K | 0.11% | 00.0% | Unchanged |
| Promus Capital, LLC | 850 | $443.7K | 0.34% | +850 | New |
| Wealth Management Associates, Inc. | 849 | $443.1K | 0.19% | −137−13.9% | Reduced |
| Riversedge Advisors, LLC | 849 | $443.1K | 0.10% | +41+5.1% | Added |
| YANKCOM Partnership | 845 | $441.1K | 0.24% | +845 | New |
| Holderness Investments Co | 839 | $437.9K | 0.10% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 837 | $436.9K | 0.06% | +32+4.0% | Added |
| National Wealth Management Group, LLC | 836 | $436.4K | 0.29% | +836 | New |
| Values First Advisors, Inc. | 834 | $435.1K | 0.24% | +16+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 833 | $434.8K | 0.13% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 832 | $434.3K | 0.22% | +5+0.6% | Added |
| Nations Financial Group Inc, | 829 | $432.7K | 0.03% | +43+5.5% | Added |
| Diversified Enterprises, LLC | 822 | $429.1K | 0.04% | +9+1.1% | Added |
| TFG Advisers LLC | 821 | $428.5K | 0.15% | +68+9.0% | Added |
| Private Advisory Group LLC | 819 | $427.5K | 0.05% | +9+1.1% | Added |
| New Hampshire Trust | 816 | $425.9K | 0.09% | +2+0.2% | Added |
| Granite Investment Partners, LLC | 814 | $424.9K | 0.02% | 00.0% | Unchanged |
| Canopy Partners, LLC | 814 | $424.9K | 0.16% | +11+1.4% | Added |
| Rainier Family Wealth Inc | 807 | $421.2K | 0.51% | +807 | New |
| Pension & Wealth Management Advisors, Inc. | 806 | $421.2K | 0.17% | +5+0.6% | Added |
| ProVise Management Group, LLC | 801 | $418.1K | 0.04% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $418.1K | 0.14% | 00.0% | Unchanged |
| Parkside Investments, LLC | 800 | $417.6K | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $417.6K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 795 | $415.0K | 0.09% | +144+22.1% | Added |
| Advance Capital Management, Inc. | 793 | $413.9K | 0.02% | +6+0.8% | Added |
| BLB&B Advisors, LLC | 792 | $413.4K | 0.02% | +3+0.4% | Added |
| RFG Advisory, LLC | 791 | $412.9K | 0.01% | −47−5.6% | Reduced |
| UMA Financial Services, Inc. | 789 | $411.8K | 0.07% | +3+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 789 | $411.8K | 0.13% | +23+3.0% | Added |
| Custom Index Systems, LLC | 785 | $409.7K | 0.22% | +1+0.1% | Added |
| Rollins Financial Advisors, LLC | 783 | $408.7K | 0.06% | −59−7.0% | Reduced |
| Middleton & Co Inc | 783 | $408.7K | 0.05% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 780 | $407.1K | 0.13% | −57−6.8% | Reduced |
| Klingman & Associates, LLC | 780 | $407.1K | 0.03% | +55+7.6% | Added |
| Austin Private Wealth, LLC | 779 | $406.6K | 0.04% | −485−38.4% | Reduced |
| AdvisorNet Financial, Inc | 773 | $403.5K | 0.03% | −50−6.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 767 | $400.3K | 0.05% | −365−32.2% | Reduced |
| Edge Capital Group, LLC | 765 | $399.3K | 0.02% | +65+9.3% | Added |
| Finer Wealth Management, Inc. | 763 | $398.3K | 0.23% | −74−8.8% | Reduced |
| United Capital Management of KS, Inc. | 758 | $395.6K | 0.07% | +1+0.1% | Added |
| Canandaigua National Bank & Trust Co | 757 | $395.1K | 0.04% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $394.6K | 0.24% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 756 | $394.6K | 0.16% | +756 | New |
| Smith, Salley & Associates | 755 | $394.1K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 884 | $393.2K | 0.05% | 00.0% | Unchanged |
| Napa Wealth Management | 751 | $392.0K | 0.17% | −2,298−75.4% | Reduced |
| Fairscale Capital, LLC | 751 | $392.0K | 0.34% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 747 | $389.9K | 0.05% | +19+2.6% | Added |
| Wambolt & Associates, LLC | 746 | $389.4K | 0.12% | +4+0.5% | Added |
| Vigilare Wealth Management | 738 | $385.2K | 0.16% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 738 | $385.0K | 0.25% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 733 | $383.0K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 733 | $382.4K | 0.21% | +25+3.5% | Added |
| TRUE Private Wealth Advisors | 732 | $382.3K | 0.05% | −10−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 732 | $382.1K | 0.02% | −11−1.5% | Reduced |
| Riverstone Advisors, LLC | 730 | $381.0K | 0.22% | 00.0% | Unchanged |
| Seven Mile Advisory | 730 | $381.0K | 0.24% | +3+0.4% | Added |
| McAdam, LLC | 728 | $380.0K | 0.02% | +270+59.0% | Added |
| Magnus Financial Group LLC | 725 | $378.4K | 0.04% | −1−0.1% | Reduced |
| Sunflower Bank, N.A. | 725 | $378.4K | 0.11% | +25+3.6% | Added |
| Objective Capital Management, LLC | 723 | $377.4K | 0.25% | −228−24.0% | Reduced |
| Avalon Trust Co | 721 | $376.3K | 0.03% | +166+29.9% | Added |
| Dunhill Financial, LLC | 720 | $376.0K | 0.17% | +15+2.1% | Added |
| Fortune Financial Advisors, LLC | 718 | $374.8K | 0.34% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 717 | $374.2K | 0.04% | +90+14.4% | Added |
| Destination Wealth Management | 717 | $374.2K | 0.01% | −53−6.9% | Reduced |
| Buck Wealth Strategies, LLC | 713 | $372.2K | 0.08% | +13+1.9% | Added |
| Regent Peak Wealth Advisors LLC | 711 | $371.1K | 0.08% | +10+1.4% | Added |
| Cable Hill Partners, LLC | 710 | $370.6K | 0.04% | +51+7.7% | Added |
| Schnieders Capital Management LLC | 705 | $368.0K | 0.07% | −16−2.2% | Reduced |
| Kolinsky Wealth Management, LLC | 703 | $366.9K | 0.22% | −170−19.5% | Reduced |
| Great Diamond Partners, LLC | 701 | $365.9K | 0.09% | −5−0.7% | Reduced |
| AGH Wealth Advisors, LLC | 700 | $365.4K | 0.34% | +700 | New |
| New Harbor Financial Group, LLC | 700 | $365.4K | 0.11% | −13−1.8% | Reduced |
| Fiduciary Family Office, LLC | 700 | $365.4K | 0.11% | +700 | New |
| Hillsdale Investment Management Inc. | 699 | $364.9K | 0.02% | +200+40.1% | Added |
| WPG Advisers, LLC | 699 | $364.9K | 0.34% | +699 | New |
| Evermay Wealth Management LLC | 693 | $361.7K | 0.05% | +266+62.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 690 | $360.2K | 0.22% | +690 | New |
| Crews Bank & Trust | 690 | $360.2K | 0.06% | +690 | New |
| Baron Wealth Management LLC | 689 | $359.6K | 0.17% | +6+0.9% | Added |
| Versant Capital Management, Inc | 688 | $359.1K | 0.08% | +148+27.4% | Added |
| Fragasso Group Inc. | 687 | $358.6K | 0.03% | +20+3.0% | Added |
| Grove Bank & Trust | 686 | $358.1K | 0.05% | −38−5.2% | Reduced |
| Adell Harriman & Carpenter Inc | 682 | $356.5K | 0.02% | +2+0.3% | Added |
| Confluence Wealth Services, Inc. | 585 | $356.1K | 0.02% | −88−13.1% | Reduced |
| Putney Financial Group LLC | 682 | $356.0K | 0.32% | +682 | New |
| Beaumont Financial Advisors, LLC | 678 | $353.9K | 0.03% | +140+26.0% | Added |
| Burford Brothers, Inc. | 676 | $352.8K | 0.17% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 675 | $352.3K | 0.19% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 677 | $352.0K | 0.16% | +315+87.0% | Added |
| Wrapmanager Inc | 671 | $350.2K | 0.09% | −48−6.7% | Reduced |
| SMART Wealth LLC | 669 | $349.2K | 0.12% | +79+13.4% | Added |
| Dividend Assets Capital, LLC | 668 | $348.7K | 0.07% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 667 | $348.1K | 0.10% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 667 | $348.0K | 0.01% | −40−5.7% | Reduced |
| Simplicity Wealth,LLC | 665 | $347.1K | 0.07% | −506−43.2% | Reduced |
| AlTi Global, Inc. | 634 | $346.0K | 0.01% | +170+36.6% | Added |
| Morling Financial Advisors, LLC | 660 | $344.5K | 0.12% | +40+6.5% | Added |