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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 437 | $228.1K | 0.02% | −30−6.4% | Reduced |
| Outlook Wealth Advisors, LLC | 437 | $228.1K | 0.07% | +29+7.1% | Added |
| Lake Street Financial LLC | 436 | $227.6K | 0.04% | −79−15.3% | Reduced |
| Consilio Wealth Advisors, LLC | 436 | $227.6K | 0.09% | −7−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 436 | $227.6K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 436 | $227.6K | 0.07% | −25−5.4% | Reduced |
| Smith, Moore & Co. | 435 | $227.1K | 0.02% | −15−3.3% | Reduced |
| Berkeley Capital Partners, LLC | 435 | $227.1K | 0.06% | +13+3.1% | Added |
| Peninsula Wealth, LLC | 435 | $227.1K | 0.04% | +435 | New |
| Five Oceans Advisors | 434 | $226.5K | 0.10% | +4+0.9% | Added |
| Avantra Family Wealth, Inc. | 433 | $226.0K | 0.21% | +433 | New |
| Mason & Associates Inc | 432 | $225.5K | 0.05% | −46−9.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 430 | $224.4K | 0.03% | −24−5.3% | Reduced |
| Schmidt P J Investment Management Inc | 430 | $224.4K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 430 | $224.4K | 0.01% | +430 | New |
| Motive Wealth Advisors | 430 | $224.4K | 0.12% | +430 | New |
| Convergence Investment Partners, LLC | 428 | $223.4K | 0.05% | −6−1.4% | Reduced |
| Financial Partners Group, Inc | 428 | $223.2K | 0.03% | −18−4.0% | Reduced |
| Lifeworks Advisors, LLC | 426 | $222.4K | 0.04% | +426 | New |
| Fort Point Capital Partners LLC | 425 | $221.8K | 0.02% | −4−0.9% | Reduced |
| Manchester Financial Inc | 425 | $221.8K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 424 | $221.3K | 0.07% | −46−9.8% | Reduced |
| Luts & Greenleigh Group, Inc | 424 | $221.3K | 0.22% | −6−1.4% | Reduced |
| TruWealth Advisors, LLC | 424 | $221.3K | 0.01% | −2−0.5% | Reduced |
| Summit Global Investments | 424 | $221.0K | 0.01% | −199−31.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 423 | $220.8K | 0.03% | −37−8.0% | Reduced |
| Matisse Capital | 423 | $220.8K | 0.11% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 423 | $220.8K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 423 | $220.8K | 0.03% | +423 | New |
| Arvest Bank Trust Division | 422 | $220.3K | 0.01% | −108−20.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 421 | $219.7K | 0.22% | +421 | New |
| Riverview Trust Co | 421 | $219.7K | 0.20% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 421 | $219.7K | 0.01% | +421 | New |
| Obermeyer Wood Investment Counsel, LLLP | 420 | $219.2K | 0.01% | +8+1.9% | Added |
| Crown Wealth Group, LLC | 420 | $219.2K | 0.09% | +10+2.4% | Added |
| Montz Harcus Wealth Management LLC | 419 | $218.7K | 0.12% | −2−0.5% | Reduced |
| Griffin Asset Management, Inc. | 419 | $218.7K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 418 | $218.2K | 0.03% | +418 | New |
| JB Capital LLC | 417 | $217.9K | 0.01% | −16−3.7% | Reduced |
| Reston Wealth Management LLC | 417 | $217.7K | 0.08% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 417 | $217.7K | 0.02% | +417 | New |
| Apexium Financial, LP | 416 | $217.1K | 0.01% | −23−5.2% | Reduced |
| CFO4Life Group, LLC | 416 | $217.1K | 0.04% | +416 | New |
| Breed's Hill Capital LLC | 416 | $217.0K | 0.11% | +416 | New |
| Blume Capital Management, Inc. | 415 | $216.6K | 0.05% | −8−1.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 414 | $216.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 413 | $215.6K | 0.03% | −76−15.5% | Reduced |
| Buckhead Capital Management LLC | 413 | $215.6K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 412 | $215.0K | 0.01% | +412 | New |
| Private Wealth Advisors | 411 | $214.5K | 0.09% | +411 | New |
| BTG Pactual Asset Management US LLC | 395 | $214.1K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 410 | $214.0K | 0.02% | −10−2.4% | Reduced |
| Barometer Capital Management Inc. | 480 | $213.5K | 0.09% | +480 | New |
| Everstar Asset Management, LLC | 408 | $213.0K | 0.15% | +408 | New |
| Princeton Capital Management LLC | 407 | $212.4K | 0.07% | +407 | New |
| SFG Wealth Management, LLC. | 407 | $212.4K | 0.11% | +407 | New |
| Cary Street Partner Investment Advisory LLC | 406 | $211.9K | 0.14% | −339−45.5% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 405 | $211.4K | 0.01% | +405 | New |
| Greenline Partners, LLC | 405 | $211.4K | 0.03% | +405 | New |
| Ledyard National Bank | 404 | $210.9K | 0.02% | −31−7.1% | Reduced |
| Atticus Wealth Management, LLC | 403 | $210.3K | 0.07% | +50+14.2% | Added |
| Smith Anglin Financial, LLC | 403 | $210.3K | 0.02% | +403 | New |
| Corundum Group, Inc. | 402 | $209.8K | 0.08% | −30−6.9% | Reduced |
| Aviso Wealth Management | 402 | $209.8K | 0.11% | −28−6.5% | Reduced |
| Private Client Services, LLC | 402 | $209.8K | 0.11% | +402 | New |
| Paradigm Asset Management Co LLC | 400 | $208.8K | 0.06% | −100−20.0% | Reduced |
| Whalerock Point Partners, LLC | 400 | $208.8K | 0.05% | +400 | New |
| Meitav Dash Investments Ltd | 400 | $208.8K | 0.00% | +400 | New |
| Hudson Capital Management LLC | 400 | $208.8K | 0.06% | +400 | New |
| Kaizen Financial Strategies | 400 | $208.8K | 0.12% | +400 | New |
| CRA Financial Services, LLC | 398 | $207.7K | 0.04% | +398 | New |
| Petra Financial Advisors Inc | 398 | $207.7K | 0.14% | +398 | New |
| First National Bank of Omaha | 398 | $207.7K | 0.01% | +398 | New |
| Brucke Financial, Inc. | 363 | $207.6K | 0.18% | +363 | New |
| TTP Investments, Inc. | 397 | $207.2K | 0.07% | +397 | New |
| Clifford Group, LLC | 397 | $207.2K | 0.16% | +397 | New |
| Dumont & Blake Investment Advisors LLC | 395 | $206.2K | 0.06% | +395 | New |
| Webster Bank, N. A. | 393 | $205.1K | 0.02% | +72+22.4% | Added |
| Monticello Wealth Management, LLC | 392 | $204.6K | 0.02% | −20−4.9% | Reduced |
| Sandbox Financial Partners, LLC | 391 | $204.2K | 0.07% | −44−10.1% | Reduced |
| Perfromance Wealth Partners, LLC | 390 | $203.6K | 0.01% | +390 | New |
| Terry L. Blaker | 386 | $201.5K | 0.01% | +386 | New |
| Marion Wealth Management | 386 | $201.5K | 0.05% | +386 | New |
| Blue Chip Partners, Inc. | 385 | $201.0K | 0.02% | +7+1.9% | Added |
| Spinnaker Trust | 385 | $201.0K | 0.01% | +385 | New |
| Ritter Daniher Financial Advisory LLC | 382 | $199.4K | 0.06% | −71−15.7% | Reduced |
| Capital Analysts, LLC | 381 | $199.0K | 0.01% | +31+8.9% | Added |
| Adalta Capital Management LLC | 375 | $195.7K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 358 | $186.9K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 358 | $186.9K | 0.09% | +3+0.8% | Added |
| Rosenberg Matthew Hamilton | 345 | $180.1K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 344 | $179.6K | 0.02% | +23+7.2% | Added |
| Plante Moran Financial Advisors, LLC | 340 | $177.5K | 0.01% | +25+7.9% | Added |
| WR Wealth Planners, LLC | 338 | $176.4K | 0.06% | −399−54.1% | Reduced |
| EnRich Financial Partners LLC | 336 | $175.4K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 335 | $174.9K | 0.02% | +13+4.0% | Added |
| Van Hulzen Asset Management, LLC | 325 | $169.6K | 0.01% | +325 | New |
| Richardson Financial Services Inc. | 317 | $167.0K | 0.12% | +182+134.8% | Added |
| Raleigh Capital Management Inc. | 318 | $166.0K | 0.06% | +24+8.2% | Added |
| Johnson Financial Group, Inc. | 288 | $164.7K | 0.01% | +13+4.7% | Added |