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 |
|---|---|---|---|---|---|
| First United Bank Trust | 3,628 | $1.80M | 0.67% | −65−1.8% | Reduced |
| Willner & Heller, LLC | 3,653 | $1.81M | 1.67% | −2−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 3,223 | $1.81M | 0.36% | +2,785+635.8% | Added |
| V-Square Quantitative Management LLC | 3,703 | $1.83M | 0.27% | +23+0.6% | Added |
| Iyo Bank, Ltd. | 3,720 | $1.84M | 0.59% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,722 | $1.84M | 0.13% | +460+14.1% | Added |
| Hall Capital Management Co Inc | 3,730 | $1.85M | 0.86% | +3,270+710.9% | Added |
| Brendel Financial Advisors LLC | 3,739 | $1.85M | 1.12% | −99−2.6% | Reduced |
| McRae Capital Management Inc | 3,740 | $1.85M | 0.39% | −25−0.7% | Reduced |
| Denali Advisors LLC | 3,741 | $1.85M | 0.21% | −31−0.8% | Reduced |
| HBK Sorce Advisory LLC | 3,753 | $1.86M | 0.05% | −83−2.2% | Reduced |
| Buckingham Strategic Partners | 3,777 | $1.87M | 0.03% | +1,629+75.8% | Added |
| Campbell & CO Investment Adviser LLC | 3,778 | $1.87M | 0.14% | +2,102+125.4% | Added |
| Brighton Jones LLC | 3,787 | $1.88M | 0.06% | +115+3.1% | Added |
| SlateStone Wealth, LLC | 3,791 | $1.88M | 0.19% | −385−9.2% | Reduced |
| Inspire Advisors, LLC | 3,797 | $1.88M | 0.22% | +1,031+37.3% | Added |
| Altman Advisors, Inc. | 3,650 | $1.88M | 0.87% | −1,379−27.4% | Reduced |
| Fulton Bank, N.A. | 3,802 | $1.88M | 0.08% | +24+0.6% | Added |
| Sepio Capital, LP | 3,826 | $1.89M | 0.15% | −119−3.0% | Reduced |
| Mirador Capital Partners LP | 3,826 | $1.89M | 0.33% | +160+4.4% | Added |
| RiverPark Advisors, LLC | 3,831 | $1.90M | 1.48% | −4,880−56.0% | Reduced |
| Westmount Partners, LLC | 3,841 | $1.90M | 0.58% | +50+1.3% | Added |
| 180 Wealth Advisors, LLC | 3,851 | $1.91M | 0.30% | +180+4.9% | Added |
| Americana Partners, LLC | 3,864 | $1.91M | 0.07% | +197+5.4% | Added |
| Fort Washington Investment Advisors Inc | 3,872 | $1.92M | 0.01% | −88−2.2% | Reduced |
| Strategic Advisors LLC | 3,895 | $1.93M | 0.37% | +3,261+514.4% | Added |
| Grant Private Wealth Management Inc | 3,953 | $1.95M | 2.10% | +503+14.6% | Added |
| Qtron Investments LLC | 3,951 | $1.96M | 0.29% | −76−1.9% | Reduced |
| CNB Bank | 3,969 | $1.97M | 1.00% | −127−3.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $1.98M | 1.26% | −200−4.8% | Reduced |
| Jacksonville Wealth Management, LLC | 4,018 | $1.99M | 1.96% | −22−0.5% | Reduced |
| Syon Capital LLC | 4,028 | $1.99M | 0.16% | +311+8.4% | Added |
| CWA Asset Management Group, LLC | 4,043 | $2.00M | 0.10% | −333−7.6% | Reduced |
| Legacy Bridge, LLC | 4,090 | $2.03M | 1.13% | +160+4.1% | Added |
| Spears Abacus Advisors LLC | 4,093 | $2.03M | 0.04% | +5+0.1% | Added |
| Trust Asset Management LLC | 4,094 | $2.03M | 0.17% | +43+1.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,117 | $2.04M | 0.30% | +4,117 | New |
| Martingale Asset Management L P | 4,120 | $2.04M | 0.05% | +4,120 | New |
| Centiva Capital, LP | 4,143 | $2.05M | 0.12% | +3,153+318.5% | Added |
| Argus Investors' Counsel, Inc. | 4,147 | $2.05M | 1.56% | +34+0.8% | Added |
| Atomi Financial Group, Inc. | 4,149 | $2.05M | 0.09% | +1,812+77.5% | Added |
| Beacon Pointe Advisors, LLC | 4,156 | $2.06M | 0.02% | −1,162−21.9% | Reduced |
| Berger Financial Group, Inc | 4,163 | $2.06M | 0.14% | −1,803−30.2% | Reduced |
| GM Advisory Group, Inc. | 4,169 | $2.06M | 0.11% | −71−1.7% | Reduced |
| Howland Capital Management LLC | 4,184 | $2.07M | 0.09% | −18−0.4% | Reduced |
| Grandfield & Dodd, LLC | 4,206 | $2.08M | 0.13% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,246 | $2.09M | 0.20% | +214+5.3% | Added |
| Legacy Advisors, LLC | 4,223 | $2.09M | 0.22% | −623−12.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,250 | $2.10M | 0.06% | +57+1.4% | Added |
| Geneva Capital Management LLC | 4,251 | $2.11M | 0.04% | +553+15.0% | Added |
| Angeles Wealth Management, LLC | 4,253 | $2.11M | 0.18% | +56+1.3% | Added |
| Evergreen Capital Management LLC | 4,288 | $2.12M | 0.07% | +20+0.5% | Added |
| Hollencrest Capital Management | 4,299 | $2.13M | 0.09% | −68−1.6% | Reduced |
| Western Wealth Management, LLC | 4,314 | $2.14M | 0.14% | −395−8.4% | Reduced |
| Eastover Investment Advisors LLC | 4,319 | $2.14M | 1.03% | +46+1.1% | Added |
| Evelyn Partners Asset Management Ltd | 4,320 | $2.14M | 0.60% | +90+2.1% | Added |
| Lavaca Capital LLC | 4,323 | $2.14M | 0.98% | +1,200+38.4% | Added |
| Alamar Capital Management, LLC | 4,360 | $2.16M | 1.28% | −166−3.7% | Reduced |
| Family Capital Trust Co | 4,377 | $2.17M | 0.78% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,378 | $2.17M | 0.08% | +254+6.2% | Added |
| Eagle Health Investments LP | 4,390 | $2.17M | 0.56% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,390 | $2.17M | 0.54% | +105+2.5% | Added |
| Empire Life Investments Inc. | 4,398 | $2.18M | 0.14% | −448−9.2% | Reduced |
| Ballentine Partners, LLC | 4,413 | $2.19M | 0.04% | +398+9.9% | Added |
| Smith, Salley & Associates | 4,418 | $2.19M | 0.14% | +3,663+485.2% | Added |
| Larson Financial Group LLC | 4,456 | $2.21M | 0.10% | +359+8.8% | Added |
| WoodTrust Financial Corp | 4,460 | $2.21M | 0.31% | +250+5.9% | Added |
| USA Financial Portformulas Corp | 4,476 | $2.22M | 0.37% | +2,128+90.6% | Added |
| Strategy Asset Managers LLC | 4,483 | $2.22M | 0.46% | +1,247+38.5% | Added |
| Alhambra Investment Partners LLC | 4,500 | $2.23M | 1.15% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,515 | $2.24M | 0.21% | −350−7.2% | Reduced |
| Kingsview Wealth Management, LLC | 4,535 | $2.25M | 0.04% | +181+4.2% | Added |
| Compagnie Lombard Odier SCmA | 4,539 | $2.25M | 0.03% | +764+20.2% | Added |
| Malaga Cove Capital, LLC | 4,556 | $2.26M | 0.98% | −25−0.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,574 | $2.27M | 0.29% | −64−1.4% | Reduced |
| Sowell Financial Services LLC | 4,583 | $2.27M | 0.10% | +4,583 | New |
| Crestwood Advisors Group LLC | 4,634 | $2.29M | 0.04% | +110+2.4% | Added |
| Stonebridge Capital Advisors LLC | 4,641 | $2.30M | 0.19% | +198+4.5% | Added |
| Terra Nova Asset Management LLC | 4,645 | $2.30M | 1.81% | +217+4.9% | Added |
| Jamison Private Wealth Management, Inc. | 4,651 | $2.30M | 0.35% | +112+2.5% | Added |
| South Dakota Investment Council | 4,653 | $2.30M | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,686 | $2.32M | 0.08% | +144+3.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,701 | $2.33M | 0.13% | −230−4.7% | Reduced |
| CBOE Vest Financial, LLC | 4,728 | $2.34M | 0.04% | +2,003+73.5% | Added |
| Ritholtz Wealth Management | 4,738 | $2.35M | 0.07% | +273+6.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 4,761 | $2.36M | 2.28% | −2,730−36.4% | Reduced |
| Oak Thistle LLC | 4,764 | $2.36M | 0.48% | +4,764 | New |
| J. Stern & Co. LLP | 4,772 | $2.36M | 0.23% | +4,772 | New |
| PGGM Investments | 4,793 | $2.37M | 0.03% | +2,832+144.4% | Added |
| PFG Investments, LLC | 4,798 | $2.38M | 0.15% | +873+22.2% | Added |
| Westbourne Investments, Inc. | 4,835 | $2.39M | 1.45% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,839 | $2.40M | 0.92% | +84+1.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,861 | $2.41M | 0.14% | +7+0.1% | Added |
| Ronald Blue Trust, Inc. | 4,862 | $2.41M | 0.03% | +395+8.8% | Added |
| Stablepoint Partners, LLC | 4,864 | $2.41M | 0.44% | −191−3.8% | Reduced |
| Alaethes Wealth LLC | 4,869 | $2.41M | 0.88% | +50+1.0% | Added |
| Account Management LLC | 4,875 | $2.41M | 2.66% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,900 | $2.43M | 0.17% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 4,929 | $2.44M | 1.22% | +50+1.0% | Added |
| Texas Yale Capital Corp. | 4,951 | $2.45M | 0.10% | +21+0.4% | Added |