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 |
|---|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | 315 | $164.4K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 312 | $163.0K | 0.06% | +312 | New |
| Quarry LP | 306 | $159.7K | 0.03% | −177−36.6% | Reduced |
| Mizuho Securities Co. Ltd. | 300 | $158.1K | 2.39% | +180+150.0% | Added |
| ORG Partners LLC | 292 | $152.4K | 0.02% | −1−0.3% | Reduced |
| MV Capital Management, Inc. | 276 | $144.1K | 0.02% | −1−0.4% | Reduced |
| Cove Street Capital, LLC | 270 | $140.9K | 0.16% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 260 | $135.7K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 248 | $129.4K | 0.01% | +248 | New |
| North Star Investment Management Corp. | 247 | $128.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $128.2K | 0.02% | +20+8.8% | Added |
| American National Bank | 245 | $127.9K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 244 | $127.6K | 0.03% | +121+98.4% | Added |
| Farmers & Merchants Investments Inc | 235 | $122.7K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 225 | $117.4K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 222 | $115.9K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 221 | $115.4K | 0.02% | −150−40.4% | Reduced |
| Eagle Bay Advisors LLC | 214 | $111.7K | 0.07% | −8−3.6% | Reduced |
| Garde Capital, Inc. | 210 | $110.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 200 | $104.4K | 0.04% | −6−2.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 192 | $100.2K | 0.03% | +13+7.3% | Added |
| Fortis Group Advisors, LLC | 191 | $99.7K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $99.2K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 190 | $99.2K | 0.03% | +58+43.9% | Added |
| BOK Financial Private Wealth, Inc. | 186 | $97.1K | 0.01% | +6+3.3% | Added |
| Toth Financial Advisory Corp | 180 | $94.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 179 | $93.4K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 178 | $92.9K | 0.00% | +4+2.3% | Added |
| Atwood & Palmer Inc | 175 | $91.3K | 0.01% | −2−1.1% | Reduced |
| Bell Investment Advisors, Inc | 170 | $88.7K | 0.02% | −7−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 169 | $88.2K | 0.01% | +15+9.7% | Added |
| GW&K Investment Management, LLC | 166 | $87.0K | 0.00% | +4+2.5% | Added |
| Crowley Wealth Management, Inc. | 165 | $86.1K | 0.08% | +165 | New |
| Financial Life Planners | 156 | $81.4K | 0.07% | +156 | New |
| Byrne Asset Management LLC | 155 | $80.9K | 0.06% | −2−1.3% | Reduced |
| Coppell Advisory Solutions LLC | 150 | $79.3K | 0.01% | +9+6.4% | Added |
| JFS Wealth Advisors, LLC | 149 | $77.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 147 | $76.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 145 | $74.7K | 0.04% | +145 | New |
| McIlrath & Eck, LLC | 142 | $74.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $70.5K | 0.02% | 00.0% | Unchanged |
| BIT Capital GmbH | 134 | $69.9K | 0.01% | −153−53.3% | Reduced |
| True Wealth Design, LLC | 133 | $69.7K | 0.03% | +3+2.3% | Added |
| Sachetta, LLC | 133 | $69.4K | 0.03% | +1+0.8% | Added |
| Financial Avengers, Inc. | 130 | $67.9K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 129 | $67.3K | 0.02% | −14−9.8% | Reduced |
| VSM Wealth Advisory, LLC | 129 | $67.3K | 0.02% | +129 | New |
| City Holding Co | 126 | $65.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 124 | $65.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 123 | $64.2K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 123 | $64.2K | 0.01% | +23+23.0% | Added |
| GHP Investment Advisors, Inc. | 120 | $62.6K | 0.00% | +9+8.1% | Added |
| Blue Bell Private Wealth Management, LLC | 120 | $62.6K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 120 | $62.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 112 | $58.5K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 110 | $57.4K | 0.04% | +110 | New |
| Investment Management Corp | 109 | $56.9K | 0.05% | +109 | New |
| MCF Advisors LLC | 108 | $56.4K | 0.00% | −3−2.7% | Reduced |
| Bernard Wealth Management Corp. | 108 | $56.4K | 0.03% | +108 | New |
| Midwest Capital Advisors, LLC | 104 | $54.3K | 0.04% | +104 | New |
| Maryland Capital Advisors Inc. | 100 | $52.2K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 100 | $52.2K | 0.03% | +100 | New |
| Deseret Mutual Benefit Administrators | 98 | $51.2K | 0.03% | −15−13.3% | Reduced |
| Caitlin John, LLC | 98 | $51.2K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 96 | $50.0K | 0.02% | +72+300.0% | Added |
| Friedenthal Financial | 94 | $49.1K | 0.03% | −10−9.6% | Reduced |
| Meeder Asset Management Inc | 93 | $48.5K | 0.00% | −7−7.0% | Reduced |
| Centricity Wealth Management, LLC | 91 | $47.5K | 0.04% | +91 | New |
| Canton Hathaway, LLC | 90 | $47.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 90 | $47.0K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $47.0K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 84 | $43.0K | 0.03% | −19−18.4% | Reduced |
| DT Investment Partners, LLC | 81 | $42.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $41.3K | 0.01% | −28−28.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 78 | $40.7K | 0.01% | −8−9.3% | Reduced |
| Pin Oak Investment Advisors Inc | 81 | $40.0K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 76 | $39.7K | 0.03% | +76 | New |
| Prestige Wealth Management Group LLC | 75 | $39.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 74 | $38.6K | 0.01% | +6+8.8% | Added |
| Solstein Capital, LLC | 74 | $38.6K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 72 | $37.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 72 | $37.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $36.5K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 69 | $36.0K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 69 | $36.0K | 0.02% | +69 | New |
| MidAtlantic Capital Management, Inc. | 68 | $35.5K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 65 | $33.9K | 0.01% | −2−3.0% | Reduced |
| Birchbrook, Inc. | 63 | $32.9K | 0.02% | −10−13.7% | Reduced |
| Northwest Capital Management Inc | 63 | $32.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 55 | $32.5K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 61 | $31.8K | 0.06% | −159−72.3% | Reduced |
| Key Financial Inc | 60 | $31.3K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 60 | $31.3K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 60 | $31.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $31.0K | 0.01% | +10+20.0% | Added |
| Ridgewood Investments LLC | 59 | $30.8K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 59 | $30.8K | 0.00% | +59 | New |
| Newbridge Financial Services Group, Inc. | 57 | $29.8K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 57 | $29.8K | 0.01% | +6+11.8% | Added |
| Clear Street Markets LLC | 57 | $29.8K | 0.01% | +57 | New |