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, Q1 2025
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2025. 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
- 2,196
- +99 vs. Q4 2024
- Shares held
- 302.8M
- +2.46M (+0.8%) vs. Q4 2024
- Total value
- $149.9B
- −$6.96B (−4.4%) vs. Q4 2024
- New holders
- 233
- 951 more added
- Sold out
- 134
- 710 more reduced
38 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,586 | $785.5K | 0.08% | +1,586 | New |
| PDS Planning, Inc | 1,589 | $787.0K | 0.07% | +204+14.7% | Added |
| KC Investment Advisors, LLC | 1,590 | $787.5K | 0.17% | +1,590 | New |
| RB Capital Management, LLC | 1,592 | $788.5K | 0.19% | −45−2.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,598 | $791.4K | 0.04% | +45+2.9% | Added |
| First Manhattan Co | 1,599 | $791.9K | 0.00% | +462+40.6% | Added |
| OneAscent Wealth Management LLC | 1,600 | $792.0K | 0.34% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,605 | $794.9K | 0.06% | −187−10.4% | Reduced |
| SPC Financial, Inc. | 1,623 | $803.8K | 0.07% | +8+0.5% | Added |
| Investment Counsel Co of Nevada | 1,624 | $804.3K | 1.83% | +1,624 | New |
| Davy Global Fund Management Ltd | 1,629 | $806.8K | 0.09% | +173+11.9% | Added |
| Northern Oak Wealth Management Inc | 1,632 | $808.3K | 0.10% | −245−13.1% | Reduced |
| Aventura Private Wealth, LLC | 1,641 | $812.7K | 0.43% | +64+4.1% | Added |
| Quotient Wealth Partners, LLC | 1,643 | $813.7K | 0.03% | +24+1.5% | Added |
| Ellerson Group Inc | 1,650 | $817.2K | 0.65% | −60−3.5% | Reduced |
| Rehmann Capital Advisory Group | 1,658 | $821.2K | 0.05% | +125+8.2% | Added |
| Portside Wealth Group, LLC | 1,661 | $822.6K | 0.13% | +305+22.5% | Added |
| Pallas Capital Advisors LLC | 1,663 | $823.7K | 0.03% | +34+2.1% | Added |
| Wolverine Asset Management LLC | 1,665 | $824.6K | 0.02% | +1,665 | New |
| DGS Capital Management, LLC | 1,671 | $827.6K | 0.22% | −142−7.8% | Reduced |
| Wealthspire Advisors, LLC | 1,671 | $827.6K | 0.00% | +26+1.6% | Added |
| Alta Advisers Ltd | 1,681 | $832.5K | 0.35% | +500+42.3% | Added |
| Journey Strategic Wealth LLC | 1,688 | $836.0K | 0.03% | +649+62.5% | Added |
| Financial Management Professionals, Inc. | 1,695 | $839.5K | 0.11% | −75−4.2% | Reduced |
| Readystate Asset Management LP | 1,696 | $840.0K | 0.04% | +1,696 | New |
| All Terrain Financial Advisors, LLC | 1,699 | $841.5K | 0.33% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,700 | $842.0K | 0.74% | 00.0% | Unchanged |
| Norway Savings Bank | 1,703 | $843.4K | 0.48% | +1,703 | New |
| Venturi Wealth Management, LLC | 1,716 | $849.9K | 0.04% | +74+4.5% | Added |
| Roberts Capital Advisors, LLC | 1,718 | $850.9K | 0.75% | +1,718 | New |
| Financial Advocates Investment Management | 1,719 | $851.4K | 0.06% | +53+3.2% | Added |
| Moran Wealth Management, LLC | 1,719 | $851.4K | 0.03% | −59−3.3% | Reduced |
| Sylvest Advisors, LLC | 1,729 | $856.3K | 0.54% | −1,246−41.9% | Reduced |
| Tyler-Stone Wealth Management | 1,729 | $856.3K | 0.15% | +445+34.7% | Added |
| True North Advisors, LLC | 1,744 | $863.8K | 0.15% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,745 | $864.2K | 0.09% | +200+12.9% | Added |
| Sentry Investment Management LLC | 1,866 | $865.0K | 0.59% | −557−23.0% | Reduced |
| Parsons Capital Management Inc | 1,750 | $866.7K | 0.05% | +86+5.2% | Added |
| Beese Fulmer Investment Management, Inc. | 1,750 | $866.7K | 0.07% | +152+9.5% | Added |
| TFB Advisors LLC | 1,752 | $867.7K | 0.25% | +42+2.5% | Added |
| Missouri Trust & Investment Co | 1,755 | $869.2K | 0.31% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,757 | $870.2K | 0.13% | +212+13.7% | Added |
| Norden Group LLC | 1,763 | $873.2K | 0.10% | +17+1.0% | Added |
| Integrated Advisors Network LLC | 1,767 | $875.1K | 0.04% | −231−11.6% | Reduced |
| Paradigm Financial Partners, LLC | 1,772 | $877.6K | 0.11% | −54−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,724 | $877.8K | 0.04% | +96+5.9% | Added |
| Kesler, Norman & Wride, LLC | 1,776 | $879.8K | 0.17% | +707+66.1% | Added |
| Genus Capital Management Inc. | 1,789 | $886.0K | 0.13% | +1,789 | New |
| Invst, LLC | 1,793 | $888.0K | 0.12% | +1,793 | New |
| Icon Wealth Advisors, LLC | 1,797 | $890.0K | 0.07% | −13−0.7% | Reduced |
| Centaurus Financial, Inc. | 1,800 | $891.0K | 0.05% | −178−9.0% | Reduced |
| Signal Advisors Wealth, LLC | 1,800 | $891.5K | 0.09% | +206+12.9% | Added |
| Mirae Asset Securities (USA) Inc. | 1,805 | $894.0K | 0.04% | +1+0.1% | Added |
| Lewis Asset Management, LLC | 1,817 | $899.9K | 0.74% | −8−0.4% | Reduced |
| Eqis Capital Management, Inc. | 1,841 | $911.9K | 0.08% | −147−7.4% | Reduced |
| Journey Advisory Group, LLC | 1,846 | $914.3K | 0.07% | +962+108.8% | Added |
| WSFS Capital Management, LLC | 1,847 | $914.9K | 0.05% | −238−11.4% | Reduced |
| Heritage Wealth Advisors | 1,861 | $921.7K | 0.05% | −5−0.3% | Reduced |
| Liberty One Investment Management, LLC | 1,861 | $921.7K | 0.09% | +489+35.6% | Added |
| Prelude Capital Management, LLC | 1,866 | $924.2K | 0.09% | +236+14.5% | Added |
| Murphy & Mullick Capital Management Corp | 1,870 | $926.2K | 0.90% | +2+0.1% | Added |
| Proficio Capital Partners LLC | 1,872 | $927.1K | 0.07% | +52+2.9% | Added |
| CX Institutional | 1,873 | $928.0K | 0.04% | +48+2.6% | Added |
| CoreCap Advisors, LLC | 1,875 | $928.6K | 0.04% | −439−19.0% | Reduced |
| Centennial Bank | 1,876 | $929.1K | 0.44% | −44−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,880 | $931.1K | 0.03% | +950+102.2% | Added |
| 17 Capital Partners, LLC | 1,891 | $936.6K | 0.60% | +40+2.2% | Added |
| WJ Wealth Management, LLC | 1,912 | $947.0K | 0.33% | +1,912 | New |
| JGP Wealth Management, LLC | 1,920 | $950.9K | 0.13% | −175−8.4% | Reduced |
| Norris Perne & French LLP | 1,921 | $951.4K | 0.07% | +429+28.8% | Added |
| Symphony Financial, Ltd. Co. | 2,030 | $952.4K | 0.56% | +1,644+425.9% | Added |
| Bingham Private Wealth, LLC | 1,929 | $955.4K | 0.99% | +1+0.1% | Added |
| ICONIQ Capital, LLC | 1,930 | $955.9K | 0.02% | +270+16.3% | Added |
| LaFleur & Godfrey LLC | 1,939 | $960.3K | 0.13% | −20−1.0% | Reduced |
| Sage Mountain Advisors LLC | 1,942 | $962.0K | 0.07% | +73+3.9% | Added |
| Advisory Resource Group | 1,947 | $964.3K | 0.20% | +1,947 | New |
| Geneos Wealth Management Inc. | 1,952 | $966.8K | 0.03% | +364+22.9% | Added |
| Catalina Capital Group, LLC | 1,955 | $968.3K | 0.65% | −759−28.0% | Reduced |
| Michael B. Yongue | 1,956 | $968.7K | 1.23% | −2−0.1% | Reduced |
| Western Pacific Wealth Management, LP | 1,960 | $970.7K | 0.88% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,970 | $975.7K | 0.18% | +54+2.8% | Added |
| Souders Financial Advisors | 1,980 | $980.6K | 0.14% | −744−27.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,983 | $982.1K | 0.02% | +35+1.8% | Added |
| Catalytic Wealth RIA, LLC | 1,989 | $985.1K | 0.18% | −100−4.8% | Reduced |
| Capital A Wealth Management, LLC | 2,000 | $990.5K | 1.04% | −3−0.1% | Reduced |
| NCP Inc. | 2,000 | $990.5K | 1.34% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $990.5K | 0.47% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $991.0K | 0.54% | −3,900−66.1% | Reduced |
| Atlas Wealth Partners, LLC | 2,000 | $991.0K | 1.22% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,006 | $993.5K | 0.02% | +7+0.4% | Added |
| SeaCrest Wealth Management, LLC | 2,019 | $1.00M | 0.11% | +37+1.9% | Added |
| Pure Financial Advisors, Inc. | 2,024 | $1.00M | 0.02% | +519+34.5% | Added |
| Allegheny Financial Group LTD | 2,027 | $1.00M | 0.26% | −60−2.9% | Reduced |
| Warm Springs Advisors Inc. | 2,027 | $1.00M | 1.01% | +129+6.8% | Added |
| Draper Asset Management, LLC | 2,027 | $1.00M | 0.79% | +386+23.5% | Added |
| Clarius Group, LLC | 2,034 | $1.01M | 0.06% | −55−2.6% | Reduced |
| Paragon Capital Management Inc | 2,036 | $1.01M | 0.81% | +2,036 | New |
| Lifeworks Advisors, LLC | 2,037 | $1.01M | 0.17% | +1,611+378.2% | Added |
| Wealth Management Partners, LLC | 2,040 | $1.01M | 0.47% | −19−0.9% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $1.01M | 0.58% | 00.0% | Unchanged |