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 |
|---|---|---|---|---|---|
| Hoxton Planning & Management, LLC | 532 | $277.7K | 0.11% | +6+1.1% | Added |
| GG Group Ventures, LLC | 531 | $277.2K | 0.37% | +531 | New |
| Aveo Capital Partners, LLC | 529 | $276.1K | 0.03% | +529 | New |
| Abel Hall, LLC | 523 | $273.0K | 0.17% | +14+2.8% | Added |
| Abound Wealth Management | 522 | $272.3K | 0.09% | +1+0.2% | Added |
| West Branch Capital LLC | 521 | $271.9K | 0.09% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 521 | $271.9K | 0.06% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 520 | $271.4K | 0.15% | −26−4.8% | Reduced |
| Keyvantage Wealth, LLC | 520 | $271.4K | 0.19% | +520 | New |
| Linscomb & Williams, Inc. | 517 | $269.9K | 0.01% | +517 | New |
| CenterBook Partners LP | 517 | $269.9K | 0.02% | −3,196−86.1% | Reduced |
| Whipplewood Advisors, LLC | 516 | $269.3K | 0.15% | +516 | New |
| Family Firm, Inc. | 513 | $267.8K | 0.06% | −8−1.5% | Reduced |
| Goldstone Financial Group, LLC | 513 | $267.8K | 0.04% | +34+7.1% | Added |
| Carolinas Wealth Consulting LLC | 513 | $267.7K | 0.05% | −92−15.2% | Reduced |
| World Equity Group, Inc. | 512 | $267.2K | 0.06% | +95+22.8% | Added |
| Opal Wealth Advisors, LLC | 512 | $267.2K | 0.08% | +25+5.1% | Added |
| Triasima Portfolio Management inc. | 510 | $266.2K | 0.05% | +510 | New |
| J.Safra Asset Management Corp | 503 | $265.1K | 0.02% | +303+151.5% | Added |
| Buffington Mohr McNeal | 507 | $264.6K | 0.04% | +31+6.5% | Added |
| Quadrant Private Wealth Management, LLC | 504 | $263.1K | 0.06% | +11+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 504 | $263.1K | 0.10% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 503 | $262.8K | 0.17% | −2−0.4% | Reduced |
| Dodge & Cox | 500 | $261.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 500 | $261.0K | 0.09% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 500 | $261.0K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $261.0K | 0.04% | +500 | New |
| Gemmer Asset Management LLC | 499 | $260.5K | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 499 | $260.5K | 0.07% | +499 | New |
| Rakuten Securities, Inc. | 498 | $259.9K | 0.10% | +323+184.6% | Added |
| SevenBridge Financial Group, LLC | 438 | $259.1K | 0.05% | +438 | New |
| Mayflower Financial Advisors, LLC | 496 | $258.9K | 0.04% | −330−40.0% | Reduced |
| Cascade Financial Partners, LLC | 496 | $258.9K | 0.03% | +1+0.2% | Added |
| S.A. Mason LLC | 495 | $258.4K | 0.14% | +20+4.2% | Added |
| Financial Advisory Corp | 495 | $258.4K | 0.05% | +495 | New |
| Creative Financial Designs Inc | 494 | $257.8K | 0.02% | −196−28.4% | Reduced |
| Novare Capital Management LLC | 492 | $256.8K | 0.02% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 492 | $256.8K | 0.06% | −49−9.1% | Reduced |
| Stonebrook Private Inc. | 492 | $256.8K | 0.07% | +35+7.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 490 | $255.8K | 0.01% | −20−3.9% | Reduced |
| HBW Advisory Services LLC | 488 | $254.7K | 0.04% | +9+1.9% | Added |
| One Wealth Capital Management, LLC | 488 | $254.7K | 0.13% | +488 | New |
| Montecito Bank & Trust | 487 | $254.2K | 0.04% | −125−20.4% | Reduced |
| Canvas Wealth Advisors, LLC | 487 | $254.2K | 0.06% | −75−13.3% | Reduced |
| Continental Investors Services, Inc. | 486 | $253.7K | 0.51% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 484 | $252.6K | 0.02% | +26+5.7% | Added |
| Principal Street Partners, LLC | 484 | $252.6K | 0.05% | +484 | New |
| Axq Capital, LP | 481 | $251.1K | 0.11% | −2,460−83.6% | Reduced |
| Rothschild Investment LLC | 481 | $251.1K | 0.02% | +7+1.5% | Added |
| R Squared Ltd | 481 | $251.1K | 0.24% | +481 | New |
| Valley Brook Capital Group | 480 | $250.5K | 0.19% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 480 | $250.5K | 0.66% | +480 | New |
| Sovran Advisors, LLC | 464 | $250.0K | 0.04% | +464 | New |
| Cornerstone Select Advisors, LLC | 479 | $250.0K | 0.24% | +479 | New |
| New Wave Wealth Advisors LLC | 478 | $249.5K | 0.10% | −83−14.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 478 | $249.5K | 0.09% | −28−5.5% | Reduced |
| Versor Investments LP | 475 | $247.9K | 0.04% | +475 | New |
| Southland Equity Partners LLC | 474 | $247.4K | 0.06% | +10+2.2% | Added |
| Meadow Creek Wealth Advisors LLC | 472 | $246.4K | 0.18% | −15−3.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 472 | $246.4K | 0.05% | +30+6.8% | Added |
| Kanawha Capital Management LLC | 467 | $243.8K | 0.02% | −52−10.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 467 | $243.8K | 0.10% | +10+2.2% | Added |
| Triad Wealth Partners, LLC | 467 | $243.8K | 0.09% | +467 | New |
| Cherrydale Wealth Management, LLC | 465 | $242.7K | 0.09% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 465 | $242.7K | 0.10% | +50+12.0% | Added |
| Auxano Advisors, LLC | 464 | $242.2K | 0.06% | +41+9.7% | Added |
| Stephens Investment Management Group LLC | 464 | $242.2K | 0.00% | −177−27.6% | Reduced |
| Heirloom Wealth Management | 464 | $242.2K | 0.07% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 410 | $241.7K | 0.12% | +410 | New |
| Seldon Capital LP | 462 | $241.1K | 0.10% | 00.0% | Unchanged |
| Optimize Financial Inc | 462 | $241.1K | 0.18% | +462 | New |
| Welch Group, LLC | 457 | $240.8K | 0.01% | +5+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 461 | $240.6K | 0.01% | +461 | New |
| Hall Capital Management Co Inc | 460 | $240.1K | 0.11% | +460 | New |
| Cache Advisors, LLC | 460 | $240.1K | 0.10% | +460 | New |
| Midland Wealth Advisors LLC | 459 | $239.6K | 0.01% | −35−7.1% | Reduced |
| Trust Investment Advisors | 458 | $239.1K | 0.15% | −29−6.0% | Reduced |
| Center for Financial Planning, Inc. | 458 | $239.1K | 0.03% | +200+77.5% | Added |
| Kestra Investment Management, LLC | 456 | $238.0K | 0.01% | −317−41.0% | Reduced |
| Angeles Investment Advisors, LLC | 456 | $238.0K | 0.01% | −41−8.2% | Reduced |
| Centric Wealth Management | 456 | $238.0K | 0.06% | 00.0% | Unchanged |
| Breakwater Investment Management | 451 | $235.4K | 0.10% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 451 | $235.4K | 0.05% | +18+4.2% | Added |
| Ashford Capital Management Inc | 450 | $234.9K | 0.03% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 450 | $234.9K | 0.10% | 00.0% | Unchanged |
| Weik Capital Management | 450 | $234.9K | 0.10% | 00.0% | Unchanged |
| Sunpointe, LLC | 450 | $234.7K | 0.12% | +7+1.6% | Added |
| Charter Oak Capital Management, LLC | 449 | $234.4K | 0.02% | +13+3.0% | Added |
| Bennett Selby Investments LP | 449 | $234.4K | 0.09% | +17+3.9% | Added |
| Promethium Advisors,llc | 448 | $233.8K | 0.16% | −12−2.6% | Reduced |
| Davis Investment Partners, LLC | 427 | $233.8K | 0.10% | −29−6.4% | Reduced |
| Index Fund Advisors, Inc. | 447 | $233.3K | 0.01% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 447 | $233.3K | 0.04% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 447 | $233.0K | 0.17% | −42−8.6% | Reduced |
| Symphony Financial, Ltd. Co. | 386 | $232.7K | 0.04% | +386 | New |
| Brandywine Oak Private Wealth LLC | 444 | $231.8K | 0.02% | +1+0.2% | Added |
| Savvy Advisors, Inc. | 444 | $231.8K | 0.03% | −560−55.8% | Reduced |
| Hanson & Doremus Investment Management | 440 | $230.0K | 0.04% | +440 | New |
| Tobam | 438 | $229.0K | 0.07% | −224−33.8% | Reduced |
| Courage Miller Partners, LLC | 438 | $228.6K | 0.08% | 00.0% | Unchanged |