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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 8,460 | $4.42M | 0.15% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 8,063 | $4.41M | 0.34% | +4,066+101.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,684 | $4.41M | 0.04% | +6+0.1% | Added |
| Summit Financial, LLC | 8,427 | $4.40M | 0.15% | +1,865+28.4% | Added |
| Elevatus Welath Management | 8,412 | $4.39M | 1.50% | +223+2.7% | Added |
| Sigma Planning Corp | 8,387 | $4.38M | 0.14% | −161−1.9% | Reduced |
| Employees Retirement System of Texas | 8,346 | $4.36M | 0.04% | +1,165+16.2% | Added |
| Thoroughbred Financial Services, LLC | 8,330 | $4.35M | 0.27% | −77−0.9% | Reduced |
| Canal Capital Management, LLC | 8,330 | $4.35M | 0.70% | −213−2.5% | Reduced |
| Lee Johnson Capital Management, LLC | 8,329 | $4.35M | 2.29% | +151+1.8% | Added |
| Ossiam | 8,328 | $4.35M | 0.08% | −1,193−12.5% | Reduced |
| Spahn Wealth & Retirement LLC | 8,320 | $4.34M | 2.85% | +8,320 | New |
| WD Rutherford LLC | 8,310 | $4.34M | 2.06% | +750+9.9% | Added |
| Consolidated Planning Corp | 8,229 | $4.30M | 0.58% | +130+1.6% | Added |
| Panagora Asset Management Inc | 8,211 | $4.29M | 0.02% | +1,118+15.8% | Added |
| Transform Wealth, LLC | 8,205 | $4.28M | 0.24% | +3,199+63.9% | Added |
| Essential Planning, LLC. | 8,230 | $4.28M | 0.03% | +8,230 | New |
| Kovitz Investment Group Partners, LLC | 8,058 | $4.21M | 0.02% | +607+8.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,043 | $4.20M | 0.22% | +5,120+175.2% | Added |
| RDA Financial Network | 7,967 | $4.16M | 1.21% | −302−3.7% | Reduced |
| Affinity Wealth Management LLC | 7,952 | $4.15M | 0.74% | +939+13.4% | Added |
| Hamilton Capital Partners Inc. | 7,935 | $4.14M | 0.31% | −1,010−11.3% | Reduced |
| Oak Asset Management, LLC | 7,910 | $4.13M | 1.53% | −75−0.9% | Reduced |
| Plato Investment Management Ltd | 7,844 | $4.11M | 0.30% | +284+3.8% | Added |
| Ofi Invest Asset Management | 8,150 | $4.11M | 0.10% | +8,150 | New |
| BCJ Capital Management, LLC | 7,862 | $4.10M | 0.31% | +7,862 | New |
| Jaffetilchin Investment Partners, LLC | 7,816 | $4.08M | 0.30% | −43−0.5% | Reduced |
| Signaturefd, LLC | 7,808 | $4.08M | 0.08% | +315+4.2% | Added |
| Strategic Advocates LLC | 7,793 | $4.07M | 1.37% | −1,337−14.6% | Reduced |
| Passumpsic Savings Bank | 7,763 | $4.05M | 2.53% | −226−2.8% | Reduced |
| Meeder Advisory Services, Inc. | 7,750 | $4.05M | 0.25% | +364+4.9% | Added |
| Wellington Shields Capital Management, LLC | 7,675 | $4.01M | 0.71% | −200−2.5% | Reduced |
| Adviser Investments LLC | 7,643 | $3.99M | 0.05% | +21+0.3% | Added |
| Principal Securities, Inc. | 7,632 | $3.98M | 0.09% | −158−2.0% | Reduced |
| Renaissance Technologies LLC | 7,630 | $3.98M | 0.01% | −84,700−91.7% | Reduced |
| Snowden Capital Advisors LLC | 7,596 | $3.96M | 0.12% | −533−6.6% | Reduced |
| Illumine Investment Management, LLC | 7,587 | $3.96M | 3.26% | +7,587 | New |
| Diversify Advisory Services, LLC | 7,227 | $3.96M | 0.22% | +2,151+42.4% | Added |
| BW Gestao de Investimentos Ltda. | 7,578 | $3.96M | 0.18% | +7,578 | New |
| Freestone Capital Holdings, LLC | 7,535 | $3.93M | 0.14% | +72+1.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 7,491 | $3.91M | 2.91% | −45−0.6% | Reduced |
| Intrust Bank NA | 7,429 | $3.88M | 0.39% | −49−0.7% | Reduced |
| Exome Asset Management LLC | 7,427 | $3.88M | 2.92% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,353 | $3.84M | 0.24% | −807−9.9% | Reduced |
| Front Row Advisors LLC | 7,350 | $3.84M | 1.33% | +5+0.1% | Added |
| APG Asset Management US Inc. | 7,343 | $3.83M | 0.03% | +7,343 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,275 | $3.80M | 0.02% | −15,841−68.5% | Reduced |
| Wendell David Associates Inc | 7,275 | $3.80M | 0.38% | 00.0% | Unchanged |
| First Bank & Trust | 7,202 | $3.76M | 0.72% | −230−3.1% | Reduced |
| Graham Capital Management, L.P. | 7,182 | $3.75M | 0.12% | +7,182 | New |
| BDF-Gestion | 7,101 | $3.71M | 0.38% | −923−11.5% | Reduced |
| SG Americas Securities, LLC | 7,050 | $3.68M | 0.02% | −1,909−21.3% | Reduced |
| Triglav Skladi, D.O.O. | 7,020 | $3.66M | 0.29% | +7,020 | New |
| Harbor Capital Advisors, Inc. | 7,006 | $3.66M | 0.16% | +172+2.5% | Added |
| Ostrum Asset Management | 6,988 | $3.65M | 0.32% | +87+1.3% | Added |
| Azzad Asset Management Inc | 6,980 | $3.64M | 0.70% | −438−5.9% | Reduced |
| GLOBALT Investments LLC | 6,893 | $3.60M | 0.14% | +84+1.2% | Added |
| Next Century Growth Investors LLC | 6,890 | $3.60M | 0.27% | +2,893+72.4% | Added |
| Nilsine Partners, LLC | 6,889 | $3.60M | 0.38% | +595+9.5% | Added |
| Savant Capital, LLC | 6,803 | $3.55M | 0.03% | +1,030+17.8% | Added |
| Scott & Selber, Inc. | 6,743 | $3.52M | 1.06% | −160−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,744 | $3.52M | 0.22% | +487+7.8% | Added |
| Merit Financial Group, LLC | 6,664 | $3.48M | 0.06% | +2,213+49.7% | Added |
| Papamarkou Wellner Asset Management inc. | 6,658 | $3.48M | 2.41% | +6,658 | New |
| First Horizon Advisors, Inc. | 6,604 | $3.45M | 0.10% | −103−1.5% | Reduced |
| Summit Trail Advisors, LLC | 6,602 | $3.45M | 0.13% | +1,150+21.1% | Added |
| Guardian Capital LP | 6,593 | $3.44M | 0.13% | +448+7.3% | Added |
| Parallax Volatility Advisers, L.P. | 6,584 | $3.44M | 0.08% | −23,781−78.3% | Reduced |
| Capital Asset Advisory Services LLC | 6,406 | $3.43M | 0.17% | −73−1.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,532 | $3.41M | 0.20% | +6,532 | New |
| Daymark Wealth Partners, LLC | 6,529 | $3.41M | 0.14% | −498−7.1% | Reduced |
| Perigon Wealth Management, LLC | 5,804 | $3.39M | 0.08% | +350+6.4% | Added |
| Central Pacific Bank - Trust Division | 6,491 | $3.39M | 0.44% | −172−2.6% | Reduced |
| Herold Advisors, Inc. | 6,450 | $3.37M | 0.73% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,412 | $3.35M | 0.19% | +91+1.4% | Added |
| Wedmont Private Capital | 6,102 | $3.34M | 0.18% | +431+7.6% | Added |
| AE Wealth Management LLC | 6,341 | $3.31M | 0.03% | +640+11.2% | Added |
| Highland Capital Management, LLC | 6,319 | $3.30M | 0.19% | +51+0.8% | Added |
| First Financial Bankshares Inc | 6,280 | $3.28M | 0.07% | +34+0.5% | Added |
| Accurate Wealth Management, LLC | 5,978 | $3.27M | 0.63% | +373+6.7% | Added |
| TFR Capital, LLC. | 6,230 | $3.25M | 1.62% | +6,230 | New |
| Keebeck Wealth Management, LLC | 6,221 | $3.25M | 0.47% | +101+1.7% | Added |
| Stratos Wealth Advisors, LLC | 6,219 | $3.25M | 0.16% | +124+2.0% | Added |
| Haven Capital Group, Inc. | 6,171 | $3.22M | 3.03% | +6,171 | New |
| Bayesian Capital Management, LP | 6,160 | $3.22M | 0.39% | +6,160 | New |
| Good Life Advisors, LLC | 6,043 | $3.15M | 0.23% | −4,795−44.2% | Reduced |
| Legato Capital Management LLC | 6,033 | $3.15M | 0.41% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,005 | $3.13M | 0.33% | −314−5.0% | Reduced |
| Wolverine Trading, LLC | 5,936 | $3.13M | 0.07% | +5,083+595.9% | Added |
| Berger Financial Group, Inc | 5,966 | $3.11M | 0.22% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,907 | $3.08M | 0.01% | +242+4.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,900 | $3.08M | 1.36% | +4,300+268.8% | Added |
| HighPoint Advisor Group LLC | 5,160 | $3.05M | 0.17% | +327+6.8% | Added |
| Meiji Yasuda Life Insurance Co | 5,846 | $3.05M | 0.06% | +145+2.5% | Added |
| PFG Advisors | 5,837 | $3.05M | 0.19% | +49+0.8% | Added |
| Quadrant Capital Group LLC | 5,831 | $3.04M | 0.21% | +245+4.4% | Added |
| Wetherby Asset Management Inc | 5,826 | $3.04M | 0.15% | −411−6.6% | Reduced |
| Ascent Group, LLC | 5,818 | $3.04M | 0.23% | +367+6.7% | Added |
| Kornitzer Capital Management Inc | 5,814 | $3.03M | 0.06% | +39+0.7% | Added |
| Clarity Capital Partners LLC | 5,772 | $3.01M | 1.56% | −145−2.5% | Reduced |