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
- 2,195
- +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
- 950 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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 7,073 | $3.50M | 0.25% | +1,030+17.0% | Added |
| Azzad Asset Management Inc | 7,105 | $3.52M | 0.41% | +125+1.8% | Added |
| SummitTX Capital, L.P. | 7,195 | $3.56M | 0.16% | +7,195 | New |
| Freestone Capital Holdings, LLC | 7,260 | $3.60M | 0.13% | −275−3.6% | Reduced |
| Wendell David Associates Inc | 7,275 | $3.60M | 0.36% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,331 | $3.63M | 0.01% | +281+4.0% | Added |
| Front Row Advisors LLC | 7,350 | $3.64M | 1.40% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 7,343 | $3.64M | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,394 | $3.66M | 0.04% | −1,497−16.8% | Reduced |
| Hilltop Holdings Inc. | 7,412 | $3.67M | 0.23% | +59+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 7,534 | $3.73M | 0.23% | +790+11.7% | Added |
| Intrust Bank NA | 7,535 | $3.73M | 0.37% | +106+1.4% | Added |
| Canal Capital Management, LLC | 7,536 | $3.73M | 0.62% | −794−9.5% | Reduced |
| Illumine Investment Management, LLC | 7,553 | $3.74M | 3.06% | −34−0.4% | Reduced |
| Oak Asset Management, LLC | 7,560 | $3.74M | 1.37% | −350−4.4% | Reduced |
| PFG Advisors | 7,670 | $3.80M | 0.21% | +1,833+31.4% | Added |
| Wellington Shields Capital Management, LLC | 7,675 | $3.80M | 0.69% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,804 | $3.87M | 0.28% | −12−0.2% | Reduced |
| Merit Financial Group, LLC | 7,811 | $3.87M | 0.06% | +1,147+17.2% | Added |
| Hamilton Capital Partners Inc. | 7,834 | $3.88M | 0.25% | −101−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,847 | $3.89M | 0.02% | −211−2.6% | Reduced |
| Dark Forest Capital Management LP | 7,870 | $3.90M | 0.18% | +4,304+120.7% | Added |
| Ofi Invest Asset Management | 8,513 | $3.90M | 0.10% | +363+4.5% | Added |
| Signaturefd, LLC | 7,894 | $3.91M | 0.07% | +86+1.1% | Added |
| Generali Investments, Management Co LLC | 7,894 | $3.91M | 1.11% | −1,076−12.0% | Reduced |
| Adviser Investments LLC | 7,918 | $3.92M | 0.05% | +275+3.6% | Added |
| Triglav Skladi, D.O.O. | 7,920 | $3.92M | 0.33% | +900+12.8% | Added |
| CAPROCK Group, Inc. | 8,016 | $3.97M | 0.12% | −1,025−11.3% | Reduced |
| Panagora Asset Management Inc | 8,031 | $3.98M | 0.02% | −180−2.2% | Reduced |
| Summit Trail Advisors, LLC | 8,036 | $3.98M | 0.13% | +1,434+21.7% | Added |
| Cresset Asset Management, LLC | 8,040 | $3.98M | 0.02% | −765−8.7% | Reduced |
| Principal Securities, Inc. | 7,632 | $3.98M | 0.09% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 8,031 | $3.99M | 0.54% | +8,031 | New |
| Snowden Capital Advisors LLC | 8,066 | $3.99M | 0.13% | +470+6.2% | Added |
| VestGen Advisors, LLC | 8,072 | $4.00M | 0.18% | +8,072 | New |
| Meeder Advisory Services, Inc. | 8,081 | $4.00M | 0.24% | +331+4.3% | Added |
| Affinity Wealth Management LLC | 8,136 | $4.03M | 0.75% | +184+2.3% | Added |
| United Services Automobile Association | 8,212 | $4.04M | 0.12% | +8,212 | New |
| Rockingstone Advisors LLC | 8,158 | $4.04M | 1.82% | −345−4.1% | Reduced |
| Summit Financial, LLC | 8,200 | $4.06M | 0.11% | −227−2.7% | Reduced |
| Univest Financial Corp | 8,209 | $4.07M | 0.27% | −1,206−12.8% | Reduced |
| Mitchell Capital Management Co | 8,216 | $4.07M | 0.78% | +8,216 | New |
| Capstone Investment Advisors, LLC | 8,222 | $4.07M | 0.04% | +2,804+51.8% | Added |
| Sigma Planning Corp | 8,224 | $4.07M | 0.13% | −163−1.9% | Reduced |
| National Asset Management, Inc. | 8,245 | $4.08M | 0.12% | +4,980+152.5% | Added |
| WD Rutherford LLC | 8,380 | $4.09M | 2.18% | +70+0.8% | Added |
| Jackson Square Partners, LLC | 8,331 | $4.13M | 0.55% | −1,905−18.6% | Reduced |
| Thoroughbred Financial Services, LLC | 8,341 | $4.13M | 0.26% | +11+0.1% | Added |
| Wisconsin Capital Management LLC | 8,387 | $4.15M | 2.65% | −1,229−12.8% | Reduced |
| Hodges Capital Management Inc. | 8,392 | $4.16M | 0.42% | −1,244−12.9% | Reduced |
| AE Wealth Management LLC | 8,407 | $4.16M | 0.04% | +2,066+32.6% | Added |
| GLOBALT Investments LLC | 8,432 | $4.18M | 0.17% | +1,539+22.3% | Added |
| Cohen Klingenstein LLC | 8,460 | $4.19M | 0.15% | 00.0% | Unchanged |
| Vestcor Inc | 8,499 | $4.21M | 0.14% | −621−6.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,543 | $4.23M | 0.24% | +500+6.2% | Added |
| Sequoia Financial Advisors, LLC | 8,587 | $4.25M | 0.03% | +27+0.3% | Added |
| HighPoint Advisor Group LLC | 8,278 | $4.26M | 0.25% | +3,118+60.4% | Added |
| Patton Fund Management, Inc. | 8,656 | $4.29M | 1.04% | +8,656 | New |
| Nwam LLC | 8,657 | $4.29M | 0.37% | −30−0.3% | Reduced |
| Tandem Investment Advisors, Inc. | 8,738 | $4.33M | 0.15% | −1,216−12.2% | Reduced |
| Lee Johnson Capital Management, LLC | 8,740 | $4.33M | 2.29% | +411+4.9% | Added |
| Stephens Inc | 8,774 | $4.35M | 0.06% | −169−1.9% | Reduced |
| Consolidated Planning Corp | 8,791 | $4.35M | 0.60% | +562+6.8% | Added |
| SBI Securities Co., Ltd. | 8,799 | $4.36M | 0.15% | +173+2.0% | Added |
| Axxcess Wealth Management, LLC | 8,888 | $4.40M | 0.12% | −594−6.3% | Reduced |
| Sava Infond d.o.o. | 8,890 | $4.40M | 0.84% | −650−6.8% | Reduced |
| Howard Capital Management Inc. | 8,955 | $4.44M | 0.11% | −1,338−13.0% | Reduced |
| Eisler Capital Management Ltd. | 8,993 | $4.46M | 0.13% | +8,993 | New |
| Perigon Wealth Management, LLC | 9,053 | $4.48M | 0.12% | +3,249+56.0% | Added |
| Carnegie Lake Advisors LLC | 9,075 | $4.50M | 1.82% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 9,114 | $4.51M | 2.44% | −95−1.0% | Reduced |
| Citizens Financial Group Inc | 9,116 | $4.51M | 0.09% | −553−5.7% | Reduced |
| Wahed Invest LLC | 9,118 | $4.52M | 0.78% | +76+0.8% | Added |
| Everence Capital Management Inc | 9,170 | $4.54M | 0.31% | −570−5.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,173 | $4.54M | 0.31% | +9,173 | New |
| Quadrant Capital Group LLC | 9,290 | $4.60M | 0.17% | +3,459+59.3% | Added |
| Saranac Partners Ltd | 7,066 | $4.60M | 2.62% | −2,071−22.7% | Reduced |
| Diversify Wealth Management, LLC | 8,947 | $4.61M | 0.34% | +884+11.0% | Added |
| Alcosta Capital Management, Inc. | 9,318 | $4.61M | 3.08% | −53−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 9,317 | $4.62M | 0.36% | +20+0.2% | Added |
| Empowered Funds, LLC | 9,328 | $4.62M | 0.07% | −13,678−59.5% | Reduced |
| Oak Associates, Ltd | 9,405 | $4.66M | 0.35% | −1,618−14.7% | Reduced |
| Legato Capital Management LLC | 9,500 | $4.71M | 0.63% | +3,467+57.5% | Added |
| RiverFront Investment Group, LLC | 9,552 | $4.73M | 0.11% | +9,552 | New |
| Welch & Forbes LLC | 9,571 | $4.74M | 0.06% | −125−1.3% | Reduced |
| Richard Bernstein Advisors LLC | 9,582 | $4.75M | 0.11% | −458−4.6% | Reduced |
| Orion Capital Management LLC | 9,669 | $4.79M | 2.02% | −120−1.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,713 | $4.81M | 0.32% | +927+10.6% | Added |
| Spahn Wealth & Retirement LLC | 9,730 | $4.82M | 3.54% | +1,410+16.9% | Added |
| Marks Group Wealth Management, Inc | 9,756 | $4.83M | 0.46% | −1,353−12.2% | Reduced |
| Bahl & Gaynor Inc | 9,808 | $4.86M | 0.02% | −220−2.2% | Reduced |
| Lockheed Martin Investment Management Co | 9,830 | $4.87M | 0.20% | −240−2.4% | Reduced |
| Legacy CG, LLC | 9,848 | $4.88M | 1.58% | +1,369+16.1% | Added |
| Liberty Wealth Management LLC | 9,923 | $4.91M | 0.94% | +37+0.4% | Added |
| Kessler Investment Group, LLC | 9,937 | $4.92M | 2.40% | +9,937 | New |
| Dnca Finance | 9,950 | $4.93M | 0.41% | +300+3.1% | Added |
| Baldwin Investment Management, LLC | 9,976 | $4.94M | 0.59% | +319+3.3% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $4.95M | 0.56% | +7,000+233.3% | Added |
| RDA Financial Network | 10,058 | $4.98M | 1.49% | +2,091+26.2% | Added |
| Gamco Investors, Inc. Et Al | 10,067 | $4.99M | 0.05% | −1,098−9.8% | Reduced |