Intuitive Surgical Inc

ISRG

Exchange: Nasdaq
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001035267

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2024: 2,134 institutions

Value heldQ4 2024: $158.9B

Institutions holding ISRG and their total value by quarter
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.

Institutions holding ISRG in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Rialto Wealth Management, LLC	12	$6.26K	0.00%	+12	New
Wellington Shields & Co., LLC	11	$5.74K	0.00%	00.0%	Unchanged
Longfellow Investment Management Co LLC	10	$5.22K	0.00%	00.0%	Unchanged
Motco	9	$4.70K	0.00%	−48−84.2%	Reduced
TruNorth Capital Management, LLC	9	$4.70K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	9	$4.70K	0.00%	00.0%	Unchanged
Asset Planning,Inc	9	$4.70K	0.00%	+9	New
Westside Investment Management, Inc.	9	$4.70K	0.00%	00.0%	Unchanged
PayPay Securities Corp	8	$4.18K	0.18%	−1−11.1%	Reduced
Aspect Partners, LLC	8	$4.18K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	8	$4.18K	0.00%	+8	New
Winnow Wealth LLC	8	$3.80K	0.00%	+8	New
Chilton Capital Management LLC	7	$3.65K	0.00%	−107−93.9%	Reduced
Horizon Financial Services, LLC	7	$3.65K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$3.65K	0.00%	00.0%	Unchanged
Capital & Planning, LLC	7	$3.65K	0.00%	+7	New
Hartford Financial Management Inc.	6	$3.13K	0.00%	00.0%	Unchanged
Bangor Savings Bank	6	$3.13K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	6	$3.13K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	5	$2.61K	0.00%	−124−96.1%	Reduced
WestEnd Advisors, LLC	5	$2.61K	0.00%	+1+25.0%	Added
Mascoma Wealth Management LLC	5	$2.61K	0.00%	+5	New
Granite FO LLC	4	$2.09K	0.00%	00.0%	Unchanged
PEAK6 LLC	3	$1.65K	0.00%	+3	New
Global Wealth Strategies & Associates	3	$1.57K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	3	$1.57K	0.00%	+3	New
Sugar Maple Asset Management, LLC	3	$1.57K	0.00%	+3	New
Redwood Park Advisors LLC	3	$1.57K	0.00%	+3	New
Colonial Trust Advisors	2	$1.04K	0.00%	−39−95.1%	Reduced
DHJJ Financial Advisors, Ltd.	2	$1.04K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	2	$1.04K	0.00%	+2	New
Wood Tarver Financial Group, LLC	2	$1.00K	0.00%	+2	New
Transce3nd, LLC	1	$522	0.00%	+1	New
Archer Investment Corp	1	$316	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	0	$0	0.00%	−8−100.0%	Sold out
Harding Loevner LP	0	$0	0.00%	−423,619−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−43,506−100.0%	Sold out
Loup Funds, LLC	0	$0	0.00%	−24,604−100.0%	Sold out
Susquehanna Portfolio Strategies, LLC	0	$0	0.00%	−20,575−100.0%	Sold out
Lighthouse Investment Partners, LLC	0	$0	0.00%	−19,105−100.0%	Sold out
Sivik Global Healthcare LLC	0	$0	0.00%	−17,500−100.0%	Sold out
Veriti Management LLC	0	$0	0.00%	−13,483−100.0%	Sold out
Rheos Capital Works Inc.	0	$0	0.00%	−12,000−100.0%	Sold out
Peregrine Asset Advisers, Inc.	0	$0	0.00%	−11,795−100.0%	Sold out
Soros Capital Management LLC	0	$0	0.00%	−10,500−100.0%	Sold out
Pura Vida Investments, LLC	0	$0	0.00%	−10,200−100.0%	Sold out
Lecap Asset Management Ltd	0	$0	0.00%	−8,199−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−6,588−100.0%	Sold out
Headlands Technologies LLC	0	$0	0.00%	−5,629−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−4,811−100.0%	Sold out
Seven Eight Capital, LP	0	$0	0.00%	−3,574−100.0%	Sold out
Insight Inv LLC	0	$0	0.00%	−2,920−100.0%	Sold out
Worth Asset Management, LLC	0	$0	0.00%	−2,775−100.0%	Sold out
Aster Capital Management (DIFC) Ltd	0	$0	0.00%	−2,387−100.0%	Sold out
Point72 Asia (Singapore) Pte. Ltd.	0	$0	0.00%	−2,179−100.0%	Sold out
Oak Thistle LLC	0	$0	0.00%	−2,115−100.0%	Sold out
Hilltop Wealth Advisors, LLC	0	$0	0.00%	−1,763−100.0%	Sold out
Retireful, LLC	0	$0	0.00%	−1,750−100.0%	Sold out
Morningstar Investment Services LLC	0	$0	0.00%	−1,733−100.0%	Sold out
Biltmore Family Office, LLC	0	$0	0.00%	−1,457−100.0%	Sold out
Turtle Creek Wealth Advisors, LLC	0	$0	0.00%	−1,409−100.0%	Sold out
Q3 Asset Management	0	$0	0.00%	−1,302−100.0%	Sold out
ABLE Financial Group, LLC	0	$0	0.00%	−1,230−100.0%	Sold out
Corton Capital Inc.	0	$0	0.00%	−1,198−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−1,139−100.0%	Sold out
Pinkerton Retirement Specialists, LLC	0	$0	0.00%	−1,078−100.0%	Sold out
Epoch Investment Partners, Inc.	0	$0	0.00%	−1,046−100.0%	Sold out
Encompass Wealth Advisors, LLC	0	$0	0.00%	−1,035−100.0%	Sold out
Atlanta Consulting Group Advisors, LLC	0	$0	0.00%	−1,028−100.0%	Sold out
Whitaker-Myers Wealth Managers, LTD.	0	$0	0.00%	−965−100.0%	Sold out
Three Seasons Wealth, LLC	0	$0	0.00%	−908−100.0%	Sold out
Catalyst Funds Management Pty Ltd	0	$0	0.00%	−900−100.0%	Sold out
MQS Management LLC	0	$0	0.00%	−837−100.0%	Sold out
MBB Public Markets I LLC	0	$0	0.00%	−720−100.0%	Sold out
Wellspring Financial Advisors, LLC	0	$0	0.00%	−709−100.0%	Sold out
Magellan Asset Management Ltd	0	$0	0.00%	−700−100.0%	Sold out
Patriot Financial Group Insurance Agency, LLC	0	$0	0.00%	−673−100.0%	Sold out
Bank Hapoalim BM	0	$0	0.00%	−647−100.0%	Sold out
Capital Wealth Planning, LLC	0	$0	0.00%	−628−100.0%	Sold out
Providence First Trust Co	0	$0	0.00%	−585−100.0%	Sold out
Polymer Capital Management (HK) LTD	0	$0	0.00%	−564−100.0%	Sold out
Heritage Oak Wealth Advisors LLC	0	$0	0.00%	−561−100.0%	Sold out
BlueChip Wealth Advisors LLC	0	$0	0.00%	−552−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−537−100.0%	Sold out
Cypress Capital Group	0	$0	0.00%	−535−100.0%	Sold out
Safeguard Financial, LLC	0	$0	0.00%	−508−100.0%	Sold out
Wealth Architects, LLC	0	$0	0.00%	−464−100.0%	Sold out
Colonial River Wealth Management, LLC	0	$0	0.00%	−440−100.0%	Sold out
Investment Partners Asset Management, Inc.	0	$0	0.00%	−433−100.0%	Sold out
Meritage Portfolio Management	0	$0	0.00%	−427−100.0%	Sold out
Counterpoint Mutual Funds LLC	0	$0	0.00%	−408−100.0%	Sold out
Clarity Asset Management, Inc.	0	$0	0.00%	−326−100.0%	Sold out
Caas Capital Management LP	0	$0	0.00%	−300−100.0%	Sold out
Harel Insurance Investments & Financial Services Ltd.	0	$0	0.00%	−269−100.0%	Sold out
DSM Capital Partners LLC	0	$0	0.00%	−249−100.0%	Sold out
NBC Securities, Inc.	0	$0	0.00%	−201−100.0%	Sold out
Planned Solutions, Inc.	0	$0	0.00%	−195−100.0%	Sold out
Baldwin Brothers Inc	0	$0	0.00%	−107−100.0%	Sold out
nVerses Capital, LLC	0	$0	0.00%	−100−100.0%	Sold out
Capital Performance Advisors LLP	0	$0	0.00%	−78−100.0%	Sold out