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 |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 428 | $212.0K | 0.06% | −36−7.8% | Reduced |
| Green Harvest Asset Management LLC | 428 | $212.0K | 0.01% | +5+1.2% | Added |
| Capital Analysts, LLC | 427 | $212.0K | 0.01% | +46+12.1% | Added |
| Montz Harcus Wealth Management LLC | 430 | $213.0K | 0.12% | +11+2.6% | Added |
| Continuum Advisory, LLC | 433 | $214.5K | 0.03% | +20+4.8% | Added |
| Berkeley Capital Partners, LLC | 434 | $214.9K | 0.06% | −1−0.2% | Reduced |
| CFO4Life Group, LLC | 436 | $215.9K | 0.04% | +20+4.8% | Added |
| Avantra Family Wealth, Inc. | 436 | $216.0K | 0.21% | +3+0.7% | Added |
| Prossimo Advisors, LLC | 436 | $216.0K | 0.16% | −11−2.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 437 | $216.4K | 0.01% | +17+4.0% | Added |
| Pines Wealth Management, LLC | 473 | $216.5K | 0.10% | +473 | New |
| Courage Miller Partners, LLC | 438 | $216.9K | 0.07% | 00.0% | Unchanged |
| Five Oceans Advisors | 439 | $217.4K | 0.10% | +5+1.2% | Added |
| Crown Wealth Group, LLC | 440 | $217.9K | 0.11% | +20+4.8% | Added |
| Cyrus J. Lawrence, LLC | 441 | $218.0K | 0.83% | +441 | New |
| Capital Performance Advisors LLP | 442 | $219.1K | 0.05% | +442 | New |
| Cornerstone Select Advisors, LLC | 443 | $219.4K | 0.21% | −36−7.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 443 | $219.4K | 0.05% | +443 | New |
| Brandywine Oak Private Wealth LLC | 444 | $219.9K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 445 | $220.2K | 0.12% | −5−1.1% | Reduced |
| Darwin Advisors, LLC | 424 | $221.3K | 0.07% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 447 | $221.4K | 0.01% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 449 | $222.4K | 0.09% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 450 | $222.9K | 0.14% | +450 | New |
| Wills Financial Group LLC | 450 | $222.9K | 0.10% | +450 | New |
| Breakwater Investment Management | 451 | $223.4K | 0.10% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 453 | $224.4K | 0.09% | +17+3.9% | Added |
| Tableaux LLC | 453 | $224.4K | 0.16% | +453 | New |
| Welch Group, LLC | 457 | $224.8K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 454 | $224.9K | 0.02% | −49−9.7% | Reduced |
| Indiana Trust & Investment Management CO | 455 | $225.3K | 0.08% | −45−9.0% | Reduced |
| Schmidt P J Investment Management Inc | 455 | $225.3K | 0.04% | +25+5.8% | Added |
| Centric Wealth Management | 456 | $225.8K | 0.06% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 456 | $225.8K | 0.04% | +9+2.0% | Added |
| ASB Consultores, LLC | 457 | $226.3K | 0.15% | −411−47.4% | Reduced |
| Private Wealth Asset Management, LLC | 457 | $226.3K | 0.03% | +457 | New |
| Charter Oak Capital Management, LLC | 457 | $226.4K | 0.02% | +8+1.8% | Added |
| Center for Financial Planning, Inc. | 458 | $226.8K | 0.03% | 00.0% | Unchanged |
| GDS Wealth Management | 458 | $226.8K | 0.02% | +458 | New |
| denkapparat Operations GmbH | 458 | $226.8K | 0.24% | +458 | New |
| Warren Street Wealth Advisors, LLC | 460 | $227.8K | 0.09% | −7−1.5% | Reduced |
| Genesis Private Wealth, LLC | 461 | $228.3K | 0.12% | +461 | New |
| Opal Wealth Advisors, LLC | 461 | $228.3K | 0.07% | −51−10.0% | Reduced |
| Kanawha Capital Management LLC | 462 | $228.8K | 0.02% | −5−1.1% | Reduced |
| Cherrydale Wealth Management, LLC | 462 | $228.8K | 0.09% | −3−0.6% | Reduced |
| Seldon Capital LP | 462 | $228.8K | 0.14% | 00.0% | Unchanged |
| Mason & Associates Inc | 462 | $228.8K | 0.06% | +30+6.9% | Added |
| PUREfi Wealth, LLC | 462 | $228.8K | 0.23% | +462 | New |
| Stephens Investment Management Group LLC | 464 | $229.8K | 0.00% | 00.0% | Unchanged |
| Heirloom Wealth Management | 464 | $229.8K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 468 | $231.8K | 0.05% | −6−1.3% | Reduced |
| Cove Private Wealth, LLC | 469 | $232.3K | 0.12% | +469 | New |
| Apexium Financial, LP | 472 | $233.8K | 0.01% | +56+13.5% | Added |
| Ulland Investment Advisors, LLC | 473 | $234.0K | 0.20% | −265−35.9% | Reduced |
| Morris Financial Concepts, Inc. | 474 | $234.8K | 0.10% | +9+1.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 475 | $235.0K | 0.00% | +475 | New |
| Monticello Wealth Management, LLC | 475 | $235.3K | 0.02% | +83+21.2% | Added |
| NTV Asset Management LLC | 476 | $235.7K | 0.03% | +476 | New |
| CRA Financial Services, LLC | 478 | $236.7K | 0.04% | +80+20.1% | Added |
| Creative Financial Designs Inc | 479 | $237.2K | 0.02% | −15−3.0% | Reduced |
| Plancorp, LLC | 479 | $237.2K | 0.01% | +49+11.4% | Added |
| Calton & Associates, Inc. | 479 | $237.2K | 0.05% | +479 | New |
| Family Firm, Inc. | 480 | $237.7K | 0.05% | −33−6.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 481 | $238.4K | 0.05% | +481 | New |
| Principal Street Partners, LLC | 484 | $239.7K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 484 | $239.7K | 0.07% | +102+26.7% | Added |
| Plante Moran Financial Advisors, LLC | 485 | $240.2K | 0.02% | +145+42.6% | Added |
| Alteri Wealth LLC | 487 | $241.2K | 0.11% | −12−2.4% | Reduced |
| Canvas Wealth Advisors, LLC | 505 | $241.8K | 0.06% | +18+3.7% | Added |
| Cascade Financial Partners, LLC | 490 | $242.7K | 0.03% | −6−1.2% | Reduced |
| Asset Dedication, LLC | 491 | $243.2K | 0.02% | −43−8.1% | Reduced |
| Werba Rubin Papier Wealth Management | 491 | $243.2K | 0.05% | −1−0.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 492 | $243.7K | 0.22% | +71+16.9% | Added |
| Berkshire Asset Management LLC | 453 | $243.8K | 0.01% | −32−6.6% | Reduced |
| Montecito Bank & Trust | 493 | $244.2K | 0.04% | +6+1.2% | Added |
| First Foundation Advisors | 494 | $244.7K | 0.01% | −116−19.0% | Reduced |
| Mayflower Financial Advisors, LLC | 495 | $245.2K | 0.04% | −1−0.2% | Reduced |
| S.A. Mason LLC | 495 | $245.2K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Corp | 495 | $245.2K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 496 | $245.7K | 0.04% | +60+13.8% | Added |
| Quadrant Private Wealth Management, LLC | 497 | $246.1K | 0.06% | −7−1.4% | Reduced |
| Nebula Research & Development LLC | 499 | $247.1K | 0.02% | −1,050−67.8% | Reduced |
| Prudent Investors Network | 499 | $247.1K | 0.07% | −57−10.3% | Reduced |
| Gemmer Asset Management LLC | 499 | $247.1K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 499 | $247.1K | 0.06% | +499 | New |
| Dodge & Cox | 500 | $247.6K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $247.6K | 0.04% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 500 | $247.6K | 0.05% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 500 | $247.6K | 0.01% | +500 | New |
| Migdal Insurance & Financial Holdings Ltd. | 504 | $250.0K | 0.00% | +504 | New |
| Tudor Investment Corp Et Al | 506 | $250.6K | 0.00% | +506 | New |
| SFG Wealth Management, LLC. | 507 | $251.1K | 0.12% | +100+24.6% | Added |
| Abound Wealth Management | 510 | $252.4K | 0.08% | −12−2.3% | Reduced |
| Novare Capital Management LLC | 510 | $252.6K | 0.02% | +18+3.7% | Added |
| Valley Brook Capital Group | 510 | $252.6K | 0.20% | +30+6.3% | Added |
| Pinnacle Bancorp, Inc. | 511 | $253.1K | 0.08% | −33−6.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 511 | $253.1K | 0.01% | +21+4.3% | Added |
| Wolverine Trading, LLC | 518 | $254.8K | 0.01% | −5,418−91.3% | Reduced |
| Spinnaker Investment Group, LLC | 518 | $256.6K | 0.06% | −123−19.2% | Reduced |
| Benchmark Investment Advisors LLC | 519 | $257.0K | 0.17% | +16+3.2% | Added |