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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 660 | $344.5K | 0.09% | +123+22.9% | Added |
| New Century Financial Group, LLC | 643 | $344.2K | 0.15% | −56−8.0% | Reduced |
| Stonebridge Financial Group, LLC | 658 | $343.4K | 0.04% | +658 | New |
| Signature Estate & Investment Advisors LLC | 658 | $343.4K | 0.01% | +658 | New |
| Kades & Cheifetz LLC | 657 | $342.9K | 0.18% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 657 | $342.9K | 0.04% | +657 | New |
| Impact Capital Partners LLC | 656 | $342.4K | 0.12% | +656 | New |
| Oliver Lagore Vanvalin Investment Group | 655 | $341.9K | 0.09% | +129+24.5% | Added |
| Blue Sky Capital Consultants Group, Inc. | 655 | $341.9K | 0.21% | +655 | New |
| KG&L Capital Management,LLC | 654 | $341.4K | 0.11% | −27−4.0% | Reduced |
| Navigoe, LLC | 655 | $341.0K | 0.33% | +655 | New |
| Carnegie Capital Asset Management, LLC | 653 | $340.9K | 0.01% | +163+33.3% | Added |
| Onyx Bridge Wealth Group LLC | 653 | $340.8K | 0.05% | −165−20.2% | Reduced |
| Causey Wealth LLC | 653 | $340.8K | 0.20% | +653 | New |
| Strategic Wealth Partners, Ltd. | 576 | $340.6K | 0.03% | +576 | New |
| West Chester Capital Advisors, Inc | 646 | $337.2K | 0.18% | +646 | New |
| Sargent Investment Group, LLC | 624 | $336.8K | 0.06% | +15+2.5% | Added |
| Granite Group Advisors, LLC | 642 | $335.1K | 0.21% | −119−15.6% | Reduced |
| Exencial Wealth Advisors, LLC | 641 | $334.6K | 0.01% | +72+12.7% | Added |
| Spinnaker Investment Group, LLC | 641 | $334.6K | 0.08% | +1+0.2% | Added |
| Northcape Capital Pty Ltd | 638 | $333.0K | 0.05% | −481−43.0% | Reduced |
| CVA Family Office, LLC | 637 | $332.5K | 0.05% | +104+19.5% | Added |
| Catalyst Capital Advisors LLC | 637 | $332.5K | 0.01% | +363+132.5% | Added |
| FFT Wealth Management LLC | 636 | $332.0K | 0.03% | −422−39.9% | Reduced |
| Mokosak Advisory Group, LLC | 636 | $332.0K | 0.10% | −304−32.3% | Reduced |
| Strategic Advisors LLC | 634 | $330.9K | 0.06% | +10+1.6% | Added |
| BridgePort Financial Solutions, LLC | 586 | $330.4K | 0.15% | +586 | New |
| Successful Portfolios LLC | 632 | $329.9K | 0.22% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 630 | $328.8K | 0.08% | −10−1.6% | Reduced |
| Sax Wealth Advisors, LLC | 629 | $328.3K | 0.03% | +629 | New |
| Stanley-Laman Group, Ltd. | 625 | $326.2K | 0.05% | +74+13.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 622 | $324.7K | 0.01% | −126−16.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 622 | $324.7K | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 621 | $324.1K | 0.06% | −21−3.3% | Reduced |
| Cercano Management LLC | 621 | $324.1K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $322.6K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 616 | $321.5K | 0.06% | +1+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 615 | $321.0K | 0.19% | +21+3.5% | Added |
| Strengthening Families & Communities, LLC | 613 | $320.0K | 0.18% | 00.0% | Unchanged |
| First Foundation Advisors | 610 | $318.4K | 0.01% | −20−3.2% | Reduced |
| Smithfield Trust Co | 605 | $318.0K | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 607 | $316.8K | 0.04% | +48+8.6% | Added |
| Relyea Zuckerberg Hanson LLC | 606 | $316.3K | 0.04% | +51+9.2% | Added |
| Beckerman Institutional, LLC | 604 | $315.0K | 0.25% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 603 | $314.7K | 0.21% | −181−23.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 602 | $314.2K | 0.06% | +34+6.0% | Added |
| GWN Securities Inc. | 538 | $314.2K | 0.08% | +538 | New |
| Southern Capital Advisors, LLC | 600 | $313.2K | 0.17% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $313.2K | 0.19% | 00.0% | Unchanged |
| Capula Management Ltd | 600 | $313.2K | 0.00% | +1+0.2% | Added |
| Fullerton Fund Management Co Ltd. | 597 | $311.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 596 | $311.1K | 0.08% | +596 | New |
| West Paces Advisors Inc. | 595 | $310.6K | 0.08% | 00.0% | Unchanged |
| IFG Advisory, LLC | 595 | $310.6K | 0.02% | +595 | New |
| Seeds Investor LLC | 594 | $310.0K | 0.09% | −21−3.4% | Reduced |
| Letson Investment Management, Inc. | 593 | $309.5K | 0.13% | +5+0.9% | Added |
| Becker Capital Management Inc | 591 | $308.5K | 0.01% | +24+4.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $308.5K | 0.03% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 526 | $307.1K | 0.08% | +19+3.7% | Added |
| Drake & Associates, LLC | 526 | $306.6K | 0.09% | +526 | New |
| Burton Enright Welch | 587 | $306.4K | 0.06% | 00.0% | Unchanged |
| Lansing Street Advisors | 586 | $305.9K | 0.11% | +103+21.3% | Added |
| Hemenway Trust Co LLC | 584 | $304.8K | 0.02% | −55−8.6% | Reduced |
| Veracity Capital LLC | 584 | $304.8K | 0.11% | −14−2.3% | Reduced |
| Soltis Investment Advisors LLC | 582 | $303.9K | 0.03% | +63+12.1% | Added |
| SFE Investment Counsel | 582 | $303.8K | 0.06% | −772−57.0% | Reduced |
| Covestor Ltd | 581 | $303.0K | 0.19% | −7−1.2% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 580 | $302.7K | 0.07% | 00.0% | Unchanged |
| Second Line Capital, LLC | 578 | $301.7K | 0.08% | +19+3.4% | Added |
| Thompson Siegel & Walmsley LLC | 576 | $301.0K | 0.00% | +4+0.7% | Added |
| Gryphon Financial Partners LLC | 574 | $299.6K | 0.04% | −676−54.1% | Reduced |
| Jacobsen Capital Management | 573 | $299.1K | 0.13% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 571 | $298.0K | 0.04% | −94−14.1% | Reduced |
| FDx Advisors, Inc. | 569 | $297.0K | 0.09% | −10−1.7% | Reduced |
| New Republic Capital, LLC | 568 | $296.5K | 0.19% | +147+34.9% | Added |
| Occidental Asset Management, LLC | 567 | $296.0K | 0.05% | +567 | New |
| Rice Partnership, LLC | 559 | $291.8K | 0.06% | 00.0% | Unchanged |
| Holistic Financial Partners | 559 | $291.8K | 0.14% | +1+0.2% | Added |
| Prudent Investors Network | 556 | $290.2K | 0.08% | +556 | New |
| Topsail Wealth Management, LLC | 556 | $290.2K | 0.06% | +556 | New |
| Arlington Trust Co LLC | 554 | $289.2K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 554 | $289.2K | 0.15% | +97+21.2% | Added |
| Greenup Street Wealth Management LLC | 554 | $289.0K | 0.06% | +7+1.3% | Added |
| Commonwealth Financial Services, LLC | 551 | $287.6K | 0.06% | +26+5.0% | Added |
| Cornerstone Wealth Management, LLC | 550 | $287.1K | 0.02% | +25+4.8% | Added |
| Ewa, LLC | 549 | $286.6K | 0.11% | +8+1.5% | Added |
| Pinnacle Bancorp, Inc. | 544 | $283.9K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 543 | $283.4K | 0.06% | +40+8.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 543 | $283.4K | 0.01% | +543 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 543 | $283.4K | 0.28% | +543 | New |
| Berkshire Asset Management LLC | 485 | $283.3K | 0.01% | +485 | New |
| DMG Group, LLC | 542 | $282.9K | 0.23% | +542 | New |
| Northwest Wealth Management, LLC | 541 | $282.4K | 0.06% | −4−0.7% | Reduced |
| Somerset Group LLC | 540 | $281.9K | 0.26% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 538 | $280.8K | 0.08% | −9−1.6% | Reduced |
| Green Alpha Advisors, LLC | 536 | $279.8K | 0.22% | −319−37.3% | Reduced |
| Asset Dedication, LLC | 534 | $278.7K | 0.02% | +259+94.2% | Added |
| Boothbay Fund Management, LLC | 533 | $278.2K | 0.01% | −6,590−92.5% | Reduced |
| EPG Wealth Management LLC | 533 | $278.2K | 0.07% | +12+2.3% | Added |
| Alliance Wealth Advisors, LLC | 533 | $278.2K | 0.07% | +533 | New |