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
- 2,135
- +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
- 825 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 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 12,010 | $6.27M | 0.55% | −20−0.2% | Reduced |
| Global Retirement Partners, LLC | 11,994 | $6.26M | 0.18% | +1,238+11.5% | Added |
| Empirical Finance, LLC | 11,955 | $6.24M | 0.36% | −151−1.2% | Reduced |
| Independent Advisor Alliance | 11,946 | $6.24M | 0.08% | +2,226+22.9% | Added |
| Horizon Investments, LLC | 11,884 | $6.20M | 0.18% | +2,916+32.5% | Added |
| Warren Averett Asset Management, LLC | 11,799 | $6.16M | 0.10% | +2,064+21.2% | Added |
| Marvin & Palmer Associates Inc | 11,720 | $6.12M | 4.67% | −50−0.4% | Reduced |
| Petredis Investment Advisors LLC | 11,594 | $6.05M | 0.63% | −100−0.9% | Reduced |
| Coldstream Capital Management Inc | 11,539 | $6.02M | 0.13% | −22−0.2% | Reduced |
| Trifecta Capital Advisors, LLC | 11,514 | $6.01M | 1.19% | +655+6.0% | Added |
| Flputnam Investment Management Co | 11,365 | $5.93M | 0.11% | +107+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,309 | $5.90M | 0.13% | +68+0.6% | Added |
| Andra AP-fonden | 11,300 | $5.90M | 0.09% | −4,700−29.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,250 | $5.87M | 0.58% | −312−2.7% | Reduced |
| 1st Source Bank | 11,238 | $5.87M | 0.34% | −52−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 11,165 | $5.83M | 0.06% | −446−3.8% | Reduced |
| BNC Wealth Management, LLC | 11,148 | $5.82M | 1.91% | +603+5.7% | Added |
| Sandler Capital Management | 11,109 | $5.80M | 0.95% | −2,734−19.8% | Reduced |
| Marks Group Wealth Management, Inc | 11,109 | $5.80M | 0.57% | −82−0.7% | Reduced |
| Great Lakes Advisors, LLC | 11,093 | $5.79M | 0.05% | −799−6.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 11,081 | $5.78M | 1.10% | −50−0.4% | Reduced |
| Oak Associates, Ltd | 11,023 | $5.75M | 0.40% | +313+2.9% | Added |
| Nicola Wealth Management Ltd. | 11,000 | $5.74M | 0.54% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 10,991 | $5.74M | 2.86% | +259+2.4% | Added |
| Illinois Municipal Retirement Fund | 10,965 | $5.72M | 0.08% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,907 | $5.69M | 1.26% | −183−1.7% | Reduced |
| Frank, Rimerman Advisors LLC | 10,890 | $5.68M | 0.41% | +60+0.6% | Added |
| Kieckhefer Group LLC | 10,790 | $5.63M | 3.39% | +10,790 | New |
| Dynamic Advisor Solutions LLC | 10,508 | $5.48M | 0.24% | −51−0.5% | Reduced |
| Allstate Corp | 10,491 | $5.48M | 0.16% | +10,491 | New |
| Tokio Marine Asset Management Co Ltd | 10,476 | $5.47M | 0.19% | +455+4.5% | Added |
| J. Safra Sarasin Holding AG | 10,409 | $5.43M | 0.09% | +4,168+66.8% | Added |
| Apollon Wealth Management, LLC | 10,380 | $5.42M | 0.12% | −156−1.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 10,340 | $5.40M | 0.96% | +522+5.3% | Added |
| Roundview Capital LLC | 10,313 | $5.38M | 0.38% | +101+1.0% | Added |
| Howard Capital Management Inc. | 10,293 | $5.37M | 0.08% | +348+3.5% | Added |
| Fiduciary Trust Co | 10,286 | $5.37M | 0.07% | +111+1.1% | Added |
| Voleon Capital Management LP | 10,285 | $5.37M | 0.40% | +10,285 | New |
| First Hawaiian Bank | 10,256 | $5.35M | 0.17% | +30.0% | Added |
| Jackson Square Partners, LLC | 10,236 | $5.34M | 0.58% | −1,094−9.7% | Reduced |
| Argent Trust Co | 10,221 | $5.33M | 0.22% | +445+4.6% | Added |
| Linden Thomas Advisory Services, LLC | 10,217 | $5.33M | 0.68% | +562+5.8% | Added |
| Natixis Investment Managers International | 10,167 | $5.31M | 0.41% | −582−5.4% | Reduced |
| Burns J W & Co Inc | 10,090 | $5.27M | 0.67% | +263+2.7% | Added |
| Lockheed Martin Investment Management Co | 10,070 | $5.26M | 0.21% | +1,600+18.9% | Added |
| Deane Retirement Strategies, Inc. | 10,050 | $5.25M | 2.64% | +97+1.0% | Added |
| Richard Bernstein Advisors LLC | 10,040 | $5.24M | 0.12% | −2,960−22.8% | Reduced |
| Bahl & Gaynor Inc | 10,028 | $5.23M | 0.03% | −217−2.1% | Reduced |
| Independent Financial Group, LLC | 10,011 | $5.23M | 0.17% | −95−0.9% | Reduced |
| Tandem Investment Advisors, Inc. | 9,954 | $5.20M | 0.20% | +182+1.9% | Added |
| HB Wealth Management, LLC | 9,908 | $5.17M | 0.05% | +874+9.7% | Added |
| Liberty Wealth Management LLC | 9,886 | $5.16M | 0.86% | −381−3.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,843 | $5.14M | 0.48% | +525+5.6% | Added |
| Orion Capital Management LLC | 9,789 | $5.11M | 2.25% | −40−0.4% | Reduced |
| Everence Capital Management Inc | 9,740 | $5.08M | 0.33% | −190−1.9% | Reduced |
| Welch & Forbes LLC | 9,696 | $5.06M | 0.07% | −94−1.0% | Reduced |
| Alerus Financial NA | 9,678 | $5.05M | 0.39% | +6,186+177.1% | Added |
| Citizens Financial Group Inc | 9,669 | $5.05M | 0.10% | +1,549+19.1% | Added |
| Baldwin Investment Management, LLC | 9,657 | $5.04M | 0.66% | −86−0.9% | Reduced |
| Dnca Finance | 9,650 | $5.04M | 0.39% | −1,350−12.3% | Reduced |
| Commerzbank Aktiengesellschaft | 9,646 | $5.04M | 0.12% | +1,679+21.1% | Added |
| Hodges Capital Management Inc. | 9,636 | $5.03M | 0.30% | −171−1.7% | Reduced |
| Wisconsin Capital Management LLC | 9,616 | $5.02M | 2.76% | −109−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,554 | $4.99M | 0.03% | −2,391−20.0% | Reduced |
| Sava Infond d.o.o. | 9,540 | $4.98M | 0.88% | +9,540 | New |
| Axxcess Wealth Management, LLC | 9,482 | $4.95M | 0.12% | −611−6.1% | Reduced |
| Bleakley Financial Group, LLC | 9,433 | $4.92M | 0.15% | +1,055+12.6% | Added |
| Univest Financial Corp | 9,415 | $4.91M | 0.31% | +469+5.2% | Added |
| Alcosta Capital Management, Inc. | 9,371 | $4.89M | 2.85% | +9,371 | New |
| Oak Harvest Investment Services | 9,332 | $4.87M | 0.68% | −44−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 9,297 | $4.85M | 0.35% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 9,290 | $4.85M | 0.39% | +168+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 9,245 | $4.83M | 0.26% | +907+10.9% | Added |
| Aft, Forsyth & Company, Inc. | 9,209 | $4.81M | 2.36% | −120−1.3% | Reduced |
| Saranac Partners Ltd | 9,137 | $4.77M | 2.63% | +9,137 | New |
| Vestcor Inc | 9,120 | $4.76M | 0.16% | +642+7.6% | Added |
| Carnegie Lake Advisors LLC | 9,075 | $4.74M | 1.91% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 9,068 | $4.73M | 1.58% | −3,600−28.4% | Reduced |
| Wahed Invest LLC | 9,042 | $4.72M | 0.78% | +523+6.1% | Added |
| CAPROCK Group, Inc. | 9,041 | $4.72M | 0.15% | +788+9.5% | Added |
| Vinva Investment Management Ltd | 8,902 | $4.69M | 0.18% | −1,080−10.8% | Reduced |
| Taika Capital, LP | 8,975 | $4.68M | 3.57% | +8,975 | New |
| Vident Advisory, LLC | 8,972 | $4.68M | 0.08% | +904+11.2% | Added |
| Generali Investments, Management Co LLC | 8,970 | $4.68M | 1.21% | +8,970 | New |
| Dakota Wealth Management | 8,952 | $4.67M | 0.11% | −306−3.3% | Reduced |
| Stephens Inc | 8,943 | $4.67M | 0.07% | +732+8.9% | Added |
| Vega Investment Solutions | 8,927 | $4.66M | 3.84% | +8,927 | New |
| Atria Wealth Solutions, Inc. | 8,891 | $4.64M | 0.05% | −6,304−41.5% | Reduced |
| Cresset Asset Management, LLC | 8,805 | $4.60M | 0.02% | −30,983−77.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,794 | $4.59M | 0.16% | +29+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 8,786 | $4.59M | 0.31% | +407+4.9% | Added |
| Algert Global LLC | 8,727 | $4.56M | 0.11% | +4,681+115.7% | Added |
| E Fund Management Co., Ltd. | 8,698 | $4.54M | 0.23% | +4,475+106.0% | Added |
| Nwam LLC | 8,687 | $4.53M | 0.28% | −12−0.1% | Reduced |
| SBI Securities Co., Ltd. | 8,626 | $4.50M | 0.14% | +8,626 | New |
| HM Payson & Co | 8,582 | $4.48M | 0.08% | −315−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 8,560 | $4.47M | 0.04% | +942+12.4% | Added |
| Rockingstone Advisors LLC | 8,503 | $4.44M | 1.96% | −245−2.8% | Reduced |
| Longbow Finance SA | 8,490 | $4.43M | 0.48% | +8,490 | New |
| Legacy CG, LLC | 8,479 | $4.43M | 1.36% | +1,861+28.1% | Added |