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 |
|---|---|---|---|---|---|
| City Holding Co | 137 | $67.8K | 0.01% | +11+8.7% | Added |
| Saudi Central Bank | 140 | $69.3K | 0.37% | +140 | New |
| Foster Dykema Cabot & Partners, LLC | 147 | $72.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 149 | $73.8K | 0.01% | +7+4.9% | Added |
| JFS Wealth Advisors, LLC | 152 | $75.3K | 0.01% | +3+2.0% | Added |
| Crowley Wealth Management, Inc. | 165 | $81.7K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $82.7K | 0.02% | −3−1.8% | Reduced |
| GW&K Investment Management, LLC | 168 | $83.0K | 0.00% | +2+1.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 167 | $83.0K | 0.07% | +138+475.9% | Added |
| Atwood & Palmer Inc | 175 | $86.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 181 | $89.8K | 0.04% | +36+24.8% | Added |
| Toth Financial Advisory Corp | 183 | $90.6K | 0.01% | +3+1.7% | Added |
| NewSquare Capital LLC | 186 | $92.1K | 0.01% | +63+51.2% | Added |
| Valley National Advisers Inc | 190 | $93.0K | 0.02% | +130+216.7% | Added |
| Gleason Group, Inc. | 190 | $94.1K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 191 | $94.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 200 | $99.1K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 202 | $100.0K | 0.01% | +23+12.8% | Added |
| Rossby Financial, LCC | 196 | $100.9K | 0.04% | +196 | New |
| Highline Wealth Partners LLC | 204 | $101.0K | 0.03% | +181+787.0% | Added |
| Garde Capital, Inc. | 210 | $104.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 214 | $106.0K | 0.01% | +45+26.6% | Added |
| Crewe Advisors LLC | 217 | $107.5K | 0.02% | −4−1.8% | Reduced |
| Inlight Wealth Management, LLC | 224 | $110.9K | 0.07% | +224 | New |
| Security National Bank | 225 | $111.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 225 | $111.4K | 0.05% | +33+17.2% | Added |
| Wayfinding Financial, LLC | 232 | $114.0K | 0.05% | +232 | New |
| Colonial Trust Co | 231 | $114.2K | 0.02% | −15−6.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 235 | $116.4K | 0.01% | +49+26.3% | Added |
| Cranbrook Wealth Management, LLC | 244 | $121.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 247 | $122.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 248 | $122.8K | 0.01% | −87−26.0% | Reduced |
| Raleigh Capital Management Inc. | 248 | $122.8K | 0.06% | −70−22.0% | Reduced |
| Berbice Capital Management LLC | 250 | $123.8K | 0.11% | +200+400.0% | Added |
| Financial Life Planners | 253 | $125.3K | 0.12% | +97+62.2% | Added |
| Farmers & Merchants Investments Inc | 259 | $128.3K | 0.00% | +24+10.2% | Added |
| Atlantic Trust, LLC | 260 | $128.8K | 0.03% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 270 | $133.7K | 0.21% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 270 | $133.7K | 0.05% | +270 | New |
| NBC Securities, Inc. | 273 | $135.0K | 0.01% | +273 | New |
| Glen Eagle Advisors, LLC | 283 | $140.2K | 0.02% | −75−20.9% | Reduced |
| American National Bank | 293 | $145.1K | 0.02% | +48+19.6% | Added |
| Quest Partners LLC | 297 | $147.1K | 0.02% | −1,885−86.4% | Reduced |
| Peterson Wealth Services | 303 | $150.1K | 0.05% | +81+36.5% | Added |
| Cito Capital Group, LLC | 312 | $155.0K | 0.06% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 317 | $157.0K | 0.08% | −181−36.3% | Reduced |
| Rosenberg Matthew Hamilton | 321 | $159.0K | 0.04% | −24−7.0% | Reduced |
| BIT Capital GmbH | 329 | $162.9K | 0.02% | +195+145.5% | Added |
| Provenance Wealth Advisors, LLC | 341 | $168.9K | 0.02% | +26+8.3% | Added |
| Nemes Rush Group LLC | 344 | $170.4K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 347 | $171.9K | 0.13% | +30+9.5% | Added |
| Ameliora Wealth Management Ltd. | 350 | $173.3K | 0.07% | +314+872.2% | Added |
| ORG Partners LLC | 357 | $177.2K | 0.04% | +65+22.3% | Added |
| Curat Global, LLC | 360 | $178.3K | 0.22% | +360 | New |
| Adalta Capital Management LLC | 375 | $185.7K | 0.10% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 375 | $185.7K | 0.13% | +355+1,775.0% | Added |
| Rise Advisors, LLC | 378 | $187.2K | 0.08% | +20+5.6% | Added |
| Cary Street Partner Investment Advisory LLC | 392 | $194.1K | 0.11% | −14−3.4% | Reduced |
| Webster Bank, N. A. | 393 | $194.6K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 400 | $198.1K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 404 | $200.1K | 0.02% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 404 | $200.1K | 0.08% | +404 | New |
| Buckhead Capital Management LLC | 405 | $200.6K | 0.06% | −8−1.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 405 | $200.6K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 405 | $200.6K | 0.03% | 00.0% | Unchanged |
| Motive Wealth Advisors | 407 | $201.6K | 0.11% | −23−5.3% | Reduced |
| Princeton Capital Management LLC | 407 | $201.6K | 0.07% | 00.0% | Unchanged |
| Clifford Group, LLC | 407 | $201.6K | 0.19% | +10+2.5% | Added |
| Everstar Asset Management, LLC | 408 | $202.1K | 0.13% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 409 | $202.6K | 0.06% | +9+2.3% | Added |
| Register Financial Advisors LLC | 409 | $202.6K | 0.11% | +409 | New |
| Marion Wealth Management | 410 | $203.1K | 0.05% | +24+6.2% | Added |
| 3Chopt Investment Partners, LLC | 410 | $203.1K | 0.05% | +410 | New |
| Private Wealth Advisors | 411 | $203.6K | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 412 | $204.1K | 0.03% | −16−3.7% | Reduced |
| Cary Street Partners Financial LLC | 412 | $204.1K | 0.01% | −9−2.1% | Reduced |
| Elyxium Wealth, LLC | 412 | $204.1K | 0.09% | +412 | New |
| JB Capital LLC | 412 | $204.3K | 0.01% | −5−1.2% | Reduced |
| Riverview Trust Co | 415 | $205.5K | 0.20% | −6−1.4% | Reduced |
| LifeWealth Investments, LLC | 415 | $205.5K | 0.05% | +415 | New |
| Breed's Hill Capital LLC | 416 | $205.9K | 0.11% | 00.0% | Unchanged |
| Lake Street Financial LLC | 416 | $206.0K | 0.03% | −20−4.6% | Reduced |
| Blume Capital Management, Inc. | 417 | $206.5K | 0.05% | +2+0.5% | Added |
| Focused Wealth Management, Inc | 418 | $207.0K | 0.03% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 419 | $207.5K | 0.01% | −40−8.7% | Reduced |
| Griffin Asset Management, Inc. | 419 | $207.5K | 0.03% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 420 | $208.0K | 0.03% | +420 | New |
| Robinson Smith Wealth Advisors LLC | 420 | $208.0K | 0.17% | +420 | New |
| Arvest Bank Trust Division | 421 | $208.5K | 0.01% | −1−0.2% | Reduced |
| TABR Capital Management, LLC | 422 | $209.0K | 0.22% | +422 | New |
| Allium Financial Advisors, LLC | 422 | $209.0K | 0.19% | +422 | New |
| Davis Investment Partners, LLC | 427 | $209.3K | 0.09% | 00.0% | Unchanged |
| Matisse Capital | 423 | $209.5K | 0.11% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 423 | $209.5K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 425 | $210.5K | 0.05% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 426 | $211.0K | 0.21% | +2+0.5% | Added |
| Reston Wealth Management LLC | 426 | $211.0K | 0.09% | +9+2.2% | Added |
| Second Line Capital, LLC | 427 | $211.5K | 0.05% | −151−26.1% | Reduced |
| Keyvantage Wealth, LLC | 427 | $211.5K | 0.10% | −93−17.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 428 | $212.0K | 0.09% | −50−10.5% | Reduced |