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 |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 5,772 | $3.01M | 2.31% | 00.0% | Unchanged |
| Claret Asset Management Corp | 5,730 | $2.99M | 0.47% | −217−3.6% | Reduced |
| Kampmann Melissa S. | 5,713 | $2.98M | 2.35% | −650−10.2% | Reduced |
| Tower View Investment Management & Research LLC | 5,708 | $2.98M | 1.57% | −10.0% | Reduced |
| Falcon Wealth Planning | 5,703 | $2.98M | 0.33% | +10+0.2% | Added |
| RMR Wealth Builders | 5,699 | $2.97M | 0.31% | +236+4.3% | Added |
| Westpac Banking Corp | 5,671 | $2.96M | 0.20% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5,604 | $2.93M | 0.35% | −82−1.4% | Reduced |
| GAMMA Investing LLC | 5,597 | $2.92M | 0.25% | +507+10.0% | Added |
| Pinnacle Wealth Management, LLC | 5,580 | $2.91M | 3.24% | −56−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,530 | $2.89M | 0.03% | +709+14.7% | Added |
| AMF Pensionsforsakring AB | 5,505 | $2.87M | 0.02% | +5,505 | New |
| Hills Bank & Trust Co | 5,418 | $2.83M | 0.21% | −143−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 5,418 | $2.83M | 0.03% | +5,319+5,372.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,409 | $2.82M | 0.04% | −331−5.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,336 | $2.79M | 0.76% | −408−7.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,318 | $2.78M | 0.03% | −2,695−33.6% | Reduced |
| STF Management LP | 5,304 | $2.77M | 1.24% | +155+3.0% | Added |
| Cookson Peirce & Co Inc | 5,285 | $2.76M | 0.13% | +42+0.8% | Added |
| Whitener Capital Management, Inc. | 5,271 | $2.75M | 0.77% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,259 | $2.74M | 0.35% | +5,259 | New |
| Suvretta Capital Management, LLC | 5,200 | $2.71M | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,172 | $2.70M | 0.03% | +14+0.3% | Added |
| Scotia Capital Inc. | 5,166 | $2.70M | 0.01% | +204+4.1% | Added |
| Court Place Advisors, LLC | 5,160 | $2.69M | 0.87% | −150−2.8% | Reduced |
| Gallagher Capital Advisors, LLC | 5,154 | $2.69M | 1.96% | +5,154 | New |
| Everett Harris & Co | 5,133 | $2.68M | 0.03% | −145−2.7% | Reduced |
| Trust Co of Vermont | 5,095 | $2.66M | 0.13% | −25−0.5% | Reduced |
| M&G Plc | 5,088 | $2.66M | 0.02% | +19+0.4% | Added |
| Close Asset Management Ltd | 5,078 | $2.65M | 0.07% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 5,055 | $2.64M | 0.48% | −50−1.0% | Reduced |
| Segment Wealth Management, LLC | 5,052 | $2.64M | 0.18% | −45−0.9% | Reduced |
| Fox Hill Wealth Management | 5,051 | $2.64M | 1.49% | +5,051 | New |
| Altman Advisors, Inc. | 5,029 | $2.62M | 1.12% | −212−4.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,020 | $2.62M | 0.88% | −19−0.4% | Reduced |
| Change Path, LLC | 4,986 | $2.60M | 0.08% | +2,331+87.8% | Added |
| Avestar Capital, LLC | 4,971 | $2.59M | 0.24% | +296+6.3% | Added |
| Conway Capital Management, Inc. | 4,951 | $2.58M | 1.14% | +382+8.4% | Added |
| Jefferies Financial Group Inc. | 4,944 | $2.58M | 0.03% | −425−7.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,931 | $2.57M | 0.14% | +201+4.2% | Added |
| Texas Yale Capital Corp. | 4,930 | $2.57M | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,925 | $2.57M | 0.21% | +2,256+84.5% | Added |
| Fairfield Financial Advisors, LTD | 4,921 | $2.57M | 0.90% | +1,645+50.2% | Added |
| Cullinan Associates Inc | 4,900 | $2.56M | 0.16% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 4,879 | $2.55M | 1.29% | −247−4.8% | Reduced |
| Account Management LLC | 4,875 | $2.54M | 2.98% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,865 | $2.54M | 0.27% | +506+11.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,854 | $2.53M | 0.14% | +303+6.7% | Added |
| Legacy Advisors, LLC | 4,846 | $2.53M | 0.25% | +492+11.3% | Added |
| Empire Life Investments Inc. | 4,846 | $2.53M | 0.16% | +4,846 | New |
| Clare Market Investments LLC | 4,844 | $2.53M | 0.60% | +460+10.5% | Added |
| Westbourne Investments, Inc. | 4,835 | $2.52M | 1.49% | +4,835 | New |
| Alaethes Wealth LLC | 4,819 | $2.52M | 0.90% | +27+0.6% | Added |
| Jackson Square Capital, LLC | 4,792 | $2.50M | 0.60% | +1,800+60.2% | Added |
| Ingalls & Snyder LLC | 4,762 | $2.49M | 0.10% | −273−5.4% | Reduced |
| Stiles Financial Services Inc | 4,755 | $2.48M | 0.90% | −182−3.7% | Reduced |
| Western Wealth Management, LLC | 4,709 | $2.46M | 0.13% | +170+3.7% | Added |
| South Dakota Investment Council | 4,653 | $2.43M | 0.05% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,638 | $2.42M | 0.60% | −83−1.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,638 | $2.42M | 0.27% | 00.0% | Unchanged |
| Black Swift Group, LLC | 4,600 | $2.40M | 0.51% | −2,000−30.3% | Reduced |
| Malaga Cove Capital, LLC | 4,581 | $2.39M | 0.94% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 8,711 | $2.37M | 1.91% | +4,231+94.4% | Added |
| NorthRock Partners, LLC | 4,542 | $2.37M | 0.08% | −160−3.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,539 | $2.37M | 0.35% | +631+16.1% | Added |
| Alamar Capital Management, LLC | 4,526 | $2.36M | 1.29% | −105−2.3% | Reduced |
| Crestwood Advisors Group LLC | 4,524 | $2.36M | 0.04% | +92+2.1% | Added |
| Alhambra Investment Partners LLC | 4,500 | $2.35M | 1.20% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,467 | $2.33M | 0.03% | +734+19.7% | Added |
| Ritholtz Wealth Management | 4,465 | $2.33M | 0.07% | +44+1.0% | Added |
| RMB Capital Management, LLC | 4,453 | $2.32M | 0.05% | −384−7.9% | Reduced |
| Old National Bancorp | 4,450 | $2.32M | 0.06% | +74+1.7% | Added |
| Stonebridge Capital Advisors LLC | 4,443 | $2.32M | 0.19% | −354−7.4% | Reduced |
| Terra Nova Asset Management LLC | 4,428 | $2.31M | 1.76% | +15+0.3% | Added |
| Eagle Health Investments LP | 4,390 | $2.29M | 0.56% | −3,000−40.6% | Reduced |
| Diversified Trust Co | 4,383 | $2.29M | 0.06% | +25+0.6% | Added |
| Family Capital Trust Co | 4,377 | $2.28M | 0.77% | −4,378−50.0% | Reduced |
| CWA Asset Management Group, LLC | 4,376 | $2.28M | 0.12% | +10+0.2% | Added |
| Hollencrest Capital Management | 4,367 | $2.28M | 0.09% | −10−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 4,354 | $2.27M | 0.04% | +94+2.2% | Added |
| Wintrust Investments LLC | 4,298 | $2.24M | 1.97% | −201−4.5% | Reduced |
| TriaGen Wealth Management LLC | 4,286 | $2.24M | 0.75% | −103−2.3% | Reduced |
| Intellectus Partners, LLC | 4,285 | $2.24M | 0.50% | −70−1.6% | Reduced |
| Eastover Investment Advisors LLC | 4,273 | $2.23M | 1.04% | −102−2.3% | Reduced |
| Evergreen Capital Management LLC | 4,268 | $2.23M | 0.07% | +112+2.7% | Added |
| Eastern Bank | 4,266 | $2.23M | 0.04% | +203+5.0% | Added |
| GM Advisory Group, Inc. | 4,240 | $2.21M | 0.12% | −31−0.7% | Reduced |
| Evelyn Partners Asset Management Ltd | 4,230 | $2.21M | 0.59% | +4,230 | New |
| WoodTrust Financial Corp | 4,210 | $2.20M | 0.31% | −20.0% | Reduced |
| Grandfield & Dodd, LLC | 4,206 | $2.20M | 0.14% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,202 | $2.19M | 0.10% | +320+8.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,200 | $2.19M | 1.27% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,197 | $2.19M | 0.18% | −407−8.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,193 | $2.19M | 0.06% | +74+1.8% | Added |
| SlateStone Wealth, LLC | 4,176 | $2.18M | 0.21% | +138+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 4,161 | $2.17M | 0.01% | −2,890−41.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,147 | $2.16M | 0.17% | −17−0.4% | Reduced |
| We Are One Seven, LLC | 4,124 | $2.15M | 0.08% | −102−2.4% | Reduced |
| Argus Investors' Counsel, Inc. | 4,113 | $2.15M | 1.43% | −38−0.9% | Reduced |
| Larson Financial Group LLC | 4,097 | $2.14M | 0.11% | +3,243+379.7% | Added |