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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 2,050 | $1.02M | 0.08% | +111+5.7% | Added |
| Ancora Advisors, LLC | 2,061 | $1.02M | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,068 | $1.02M | 0.53% | +232+12.6% | Added |
| Schrum Private Wealth Management LLC | 2,069 | $1.02M | 0.90% | −100−4.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,073 | $1.03M | 0.04% | +1,209+139.9% | Added |
| Silver Oak Securities, Inc | 2,097 | $1.03M | 0.10% | +313+17.5% | Added |
| Hartford Financial Management Inc. | 2,091 | $1.04M | 0.21% | +2,085+34,750.0% | Added |
| Oxford Asset Management LLP | 2,093 | $1.04M | 0.47% | +464+28.5% | Added |
| Advisory Alpha, LLC | 2,106 | $1.04M | 0.04% | −41−1.9% | Reduced |
| Fedenia Advisers LLC | 2,106 | $1.04M | 0.68% | +759+56.3% | Added |
| Patron Partners Advisors, LLC | 2,108 | $1.04M | 0.56% | +218+11.5% | Added |
| Mendel Money Management | 2,112 | $1.05M | 0.50% | +12+0.6% | Added |
| Moseley Investment Management Inc | 2,113 | $1.05M | 0.41% | −26−1.2% | Reduced |
| Hemington Wealth Management | 2,122 | $1.05M | 0.16% | +35+1.7% | Added |
| Alpha Family Trust | 2,125 | $1.05M | 0.61% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,125 | $1.05M | 0.08% | 00.0% | Unchanged |
| Wormser Freres Gestion | 2,136 | $1.05M | 0.64% | +55+2.6% | Added |
| Revolve Wealth Partners, LLC | 2,134 | $1.06M | 0.15% | +990+86.5% | Added |
| Sendero Wealth Management, LLC | 2,135 | $1.06M | 0.15% | −1,210−36.2% | Reduced |
| Petros Family Wealth, LLC | 2,159 | $1.07M | 1.18% | +88+4.2% | Added |
| Tradition Wealth Management, LLC | 2,169 | $1.07M | 0.09% | +13+0.6% | Added |
| NVWM, LLC | 2,171 | $1.08M | 0.29% | −180−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,171 | $1.08M | 0.04% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 2,180 | $1.08M | 0.10% | −286−11.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,184 | $1.08M | 0.16% | +83+4.0% | Added |
| Arete Wealth Advisors, LLC | 2,191 | $1.09M | 0.08% | +283+14.8% | Added |
| Circle Wealth Management, LLC | 2,199 | $1.09M | 0.03% | 00.0% | Unchanged |
| Capital Management Associates | 2,200 | $1.09M | 2.13% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,200 | $1.09M | 0.20% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,200 | $1.09M | 0.24% | +353+19.1% | Added |
| Legacy Wealth Management, LLC | 2,210 | $1.09M | 0.36% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,211 | $1.10M | 0.39% | −114−4.9% | Reduced |
| Kingsman Wealth Management, Inc. | 2,221 | $1.10M | 0.80% | +2,221 | New |
| Kingswood Wealth Advisors, LLC | 2,221 | $1.10M | 0.10% | −23−1.0% | Reduced |
| Camden Capital, LLC | 2,222 | $1.10M | 0.12% | +290+15.0% | Added |
| Harrington Investments, INC | 2,225 | $1.10M | 0.63% | −51−2.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,226 | $1.10M | 0.08% | +19+0.9% | Added |
| Resurgent Financial Advisors LLC | 2,230 | $1.10M | 0.66% | +177+8.6% | Added |
| AlphaQ Advisors LLC | 2,233 | $1.11M | 2.65% | −90−3.9% | Reduced |
| Guerra Pan Advisors, LLC | 2,236 | $1.11M | 0.87% | −26−1.1% | Reduced |
| Trust Co of Virginia | 2,245 | $1.11M | 0.10% | −140−5.9% | Reduced |
| Atlantic Union Bankshares Corp | 2,247 | $1.11M | 0.07% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,254 | $1.12M | 0.25% | 00.0% | Unchanged |
| Sym Financial Corp | 2,261 | $1.12M | 0.14% | +2,261 | New |
| Legacy Financial Advisors, Inc. | 2,264 | $1.12M | 0.19% | −61−2.6% | Reduced |
| Choate Investment Advisors | 2,268 | $1.12M | 0.03% | −102−4.3% | Reduced |
| Coastal Investment Advisors, Inc. | 2,269 | $1.12M | 0.51% | +69+3.1% | Added |
| Caldwell Trust Co | 2,270 | $1.12M | 0.12% | +213+10.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,278 | $1.13M | 0.03% | +13+0.6% | Added |
| JFG Wealth Management, LLC | 2,289 | $1.13M | 0.26% | +63+2.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,292 | $1.14M | 0.19% | +379+19.8% | Added |
| Tiemann Investment Advisors, LLC | 2,293 | $1.14M | 0.52% | +101+4.6% | Added |
| Graypoint LLC | 2,302 | $1.14M | 0.07% | −267−10.4% | Reduced |
| Heritage Trust Co | 2,303 | $1.14M | 0.14% | +546+31.1% | Added |
| AMG National Trust Bank | 2,304 | $1.14M | 0.03% | −87−3.6% | Reduced |
| Parnassus Investments | 2,309 | $1.14M | 0.00% | −9−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 2,310 | $1.14M | 0.18% | −70−2.9% | Reduced |
| GeoWealth Management, LLC | 2,311 | $1.14M | 0.05% | −934−28.8% | Reduced |
| Wealth Alliance | 2,323 | $1.15M | 0.14% | −191−7.6% | Reduced |
| Manchester Capital Management LLC | 2,323 | $1.15M | 0.14% | +7+0.3% | Added |
| Baader Bank INC | 2,337 | $1.16M | 0.12% | +113+5.1% | Added |
| Westfield Capital Management Co LP | 2,339 | $1.16M | 0.01% | −210−8.2% | Reduced |
| OneAscent Financial Services LLC | 2,335 | $1.16M | 0.08% | +163+7.5% | Added |
| Park Edge Advisors, LLC | 2,348 | $1.16M | 0.32% | +1,232+110.4% | Added |
| International Assets Investment Management, LLC | 2,379 | $1.18M | 0.10% | +301+14.5% | Added |
| Founders Financial Securities LLC | 2,311 | $1.19M | 0.10% | +238+11.5% | Added |
| Dalton Investments LLC | 2,400 | $1.19M | 0.64% | +1,500+166.7% | Added |
| United Asset Strategies, Inc. | 2,405 | $1.19M | 0.11% | −3−0.1% | Reduced |
| United Advisor Group, LLC | 2,421 | $1.20M | 0.25% | +2+0.1% | Added |
| Pinnacle Associates Ltd | 2,421 | $1.20M | 0.02% | +15+0.6% | Added |
| Orser Capital Management, LLC | 2,421 | $1.20M | 0.96% | +2,421 | New |
| Perennial Investment Advisors, LLC | 2,421 | $1.20M | 0.14% | +362+17.6% | Added |
| IHT Wealth Management, LLC | 2,422 | $1.20M | 0.04% | +355+17.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,424 | $1.20M | 0.35% | +562+30.2% | Added |
| Belpointe Asset Management LLC | 2,424 | $1.20M | 0.06% | −143−5.6% | Reduced |
| Guardian Wealth Advisors, LLC | 2,428 | $1.20M | 0.10% | −15−0.6% | Reduced |
| Money Concepts Capital Corp | 2,433 | $1.20M | 0.09% | −600−19.8% | Reduced |
| Simon Quick Advisors, LLC | 2,466 | $1.22M | 0.07% | +334+15.7% | Added |
| S-Bank Fund Management Ltd | 2,468 | $1.22M | 0.23% | +2,468 | New |
| Balance Wealth, LLC | 2,469 | $1.22M | 0.79% | +2,469 | New |
| Fidelis Capital Partners, LLC | 2,380 | $1.22M | 0.13% | +95+4.2% | Added |
| Atwater Malick LLC | 2,475 | $1.23M | 0.41% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,477 | $1.23M | 0.33% | +2,477 | New |
| Clarkston Capital Partners, LLC | 2,482 | $1.23M | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,482 | $1.23M | 0.01% | +63+2.6% | Added |
| Stonegate Investment Group, LLC | 2,500 | $1.24M | 0.03% | −212−7.8% | Reduced |
| Stone Run Capital, LLC | 2,500 | $1.24M | 0.52% | 00.0% | Unchanged |
| Wexford Capital LP | 2,500 | $1.24M | 0.32% | +2,500 | New |
| Prakash Investment Advisors LLC | 2,501 | $1.24M | 1.37% | +200+8.7% | Added |
| Institute for Wealth Management, LLC. | 2,502 | $1.24M | 0.16% | −24−1.0% | Reduced |
| Capital Investment Advisors, LLC | 2,508 | $1.24M | 0.02% | +1,609+179.0% | Added |
| Aaron Wealth Advisors | 2,509 | $1.24M | 0.14% | +78+3.2% | Added |
| Chapman Investment Management, LLC | 2,512 | $1.24M | 0.93% | +338+15.5% | Added |
| Churchill Management Corp | 2,529 | $1.25M | 0.02% | −265−9.5% | Reduced |
| Brass Tax Wealth Management, Inc | 2,553 | $1.26M | 0.27% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,555 | $1.27M | 0.25% | +19+0.7% | Added |
| Fielder Capital Group LLC | 2,560 | $1.27M | 0.37% | +14+0.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,569 | $1.27M | 0.06% | −7−0.3% | Reduced |
| Rowland & Co Investment Counsel | 2,572 | $1.27M | 0.27% | +188+7.9% | Added |
| Chicago Partners Investment Group LLC | 2,376 | $1.27M | 0.04% | −20−0.8% | Reduced |