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 |
|---|---|---|---|---|---|
| Continental Investors Services, Inc. | 519 | $257.0K | 0.51% | +33+6.8% | Added |
| Mengis Capital Management, Inc. | 521 | $258.0K | 0.05% | 00.0% | Unchanged |
| CMC Financial Group | 521 | $258.0K | 0.58% | +521 | New |
| Round Rock Advisors, LLC | 523 | $259.0K | 0.05% | +523 | New |
| Seeds Investor LLC | 524 | $259.5K | 0.07% | −70−11.8% | Reduced |
| EdgeRock Capital LLC | 524 | $259.5K | 0.19% | +524 | New |
| Atticus Wealth Management, LLC | 525 | $260.0K | 0.08% | +122+30.3% | Added |
| Stonebrook Private Inc. | 527 | $261.0K | 0.07% | +35+7.1% | Added |
| Lord & Richards Wealth Management, LLC | 527 | $261.0K | 0.30% | +527 | New |
| Carolinas Wealth Consulting LLC | 528 | $261.4K | 0.06% | +15+2.9% | Added |
| Green Alpha Advisors, LLC | 529 | $262.0K | 0.28% | −7−1.3% | Reduced |
| Aries Wealth Management | 531 | $263.0K | 0.07% | +531 | New |
| MV Capital Management, Inc. | 532 | $263.5K | 0.03% | +256+92.8% | Added |
| Forefront Wealth Partners, LLC | 532 | $263.5K | 0.18% | +532 | New |
| IFG Advisory, LLC | 535 | $265.0K | 0.01% | −60−10.1% | Reduced |
| Covestor Ltd | 535 | $265.0K | 0.18% | −46−7.9% | Reduced |
| Somerset Group LLC | 540 | $267.4K | 0.24% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 542 | $268.4K | 0.04% | +54+11.1% | Added |
| Northwest Wealth Management, LLC | 543 | $268.9K | 0.05% | +2+0.4% | Added |
| Napatree Capital LLC | 543 | $268.9K | 0.15% | +543 | New |
| FSM Wealth Advisors, LLC | 546 | $270.3K | 0.06% | +20+3.8% | Added |
| Savvy Advisors, Inc. | 546 | $270.4K | 0.03% | +102+23.0% | Added |
| Prescott Group Capital Management, L.L.C. | 546 | $270.4K | 0.04% | +546 | New |
| George Kaiser Family Foundation | 546 | $270.4K | 0.04% | +546 | New |
| New Republic Capital, LLC | 547 | $270.9K | 0.12% | −21−3.7% | Reduced |
| Trillium Asset Management, LLC | 547 | $271.0K | 0.01% | −120−18.0% | Reduced |
| Stonebridge Financial Group, LLC | 548 | $271.4K | 0.03% | −110−16.7% | Reduced |
| One Wealth Capital Management, LLC | 548 | $271.4K | 0.15% | +60+12.3% | Added |
| Rice Partnership, LLC | 549 | $271.9K | 0.06% | −10−1.8% | Reduced |
| SFE Investment Counsel | 552 | $273.4K | 0.05% | −30−5.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 513 | $275.2K | 0.19% | −102−16.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 557 | $275.9K | 0.06% | +14+2.6% | Added |
| Holistic Financial Partners | 557 | $275.9K | 0.13% | −2−0.4% | Reduced |
| Greenup Street Wealth Management LLC | 557 | $276.2K | 0.05% | +3+0.5% | Added |
| Wallace Hart LLC | 560 | $277.4K | 0.70% | −732−56.7% | Reduced |
| Rothschild Investment LLC | 561 | $277.8K | 0.02% | +80+16.6% | Added |
| Mount Yale Investment Advisors, LLC | 562 | $278.3K | 0.02% | +78+16.1% | Added |
| Commonwealth Financial Services, LLC | 564 | $279.3K | 0.06% | +13+2.4% | Added |
| Advus Financial Partners, LLC | 564 | $279.3K | 0.08% | +32+6.0% | Added |
| Flossbach Von Storch AG | 565 | $279.8K | 0.00% | +565 | New |
| PAX Financial Group, LLC | 568 | $281.3K | 0.05% | −2,131−79.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 569 | $281.8K | 0.16% | +49+9.4% | Added |
| Hendershot Investments Inc. | 571 | $282.8K | 0.04% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 571 | $282.8K | 0.06% | +15+2.7% | Added |
| FDx Advisors, Inc. | 571 | $283.0K | 0.09% | +2+0.4% | Added |
| Whipplewood Advisors, LLC | 528 | $284.8K | 0.17% | +12+2.3% | Added |
| Thompson Siegel & Walmsley LLC | 576 | $285.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 585 | $285.4K | 0.02% | 00.0% | Unchanged |
| Drake & Associates, LLC | 577 | $285.8K | 0.08% | +51+9.7% | Added |
| Jacobsen Capital Management | 578 | $286.3K | 0.12% | +5+0.9% | Added |
| Hoxton Planning & Management, LLC | 578 | $286.3K | 0.11% | +46+8.6% | Added |
| Johnson Financial Group, Inc. | 578 | $286.3K | 0.01% | +290+100.7% | Added |
| Smithfield Trust Co | 590 | $288.0K | 0.01% | −15−2.5% | Reduced |
| Sargent Investment Group, LLC | 584 | $289.2K | 0.05% | −40−6.4% | Reduced |
| BridgePort Financial Solutions, LLC | 584 | $289.2K | 0.13% | −2−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 584 | $289.2K | 0.04% | −22−3.6% | Reduced |
| Hemenway Trust Co LLC | 584 | $289.2K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 584 | $289.2K | 0.15% | +182+45.3% | Added |
| Becker Capital Management Inc | 591 | $292.7K | 0.01% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 593 | $293.7K | 0.12% | 00.0% | Unchanged |
| Optiver Holding B.V. | 593 | $293.7K | 0.01% | +593 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 594 | $294.2K | 0.07% | +14+2.4% | Added |
| West Paces Advisors Inc. | 595 | $294.7K | 0.07% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 596 | $295.2K | 0.03% | −11−1.8% | Reduced |
| TCI Wealth Advisors, Inc. | 600 | $297.2K | 0.02% | −493−45.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 600 | $297.2K | 0.08% | −30−4.8% | Reduced |
| Southern Capital Advisors, LLC | 600 | $297.2K | 0.16% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $297.2K | 0.19% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 600 | $297.2K | 0.31% | +600 | New |
| Family Management Corp | 601 | $297.7K | 0.05% | +601 | New |
| Successful Portfolios LLC | 602 | $298.2K | 0.20% | −30−4.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 603 | $298.6K | 0.02% | +6+1.0% | Added |
| Beckerman Institutional, LLC | 604 | $299.0K | 0.22% | 00.0% | Unchanged |
| Veracity Capital LLC | 607 | $300.6K | 0.12% | +23+3.9% | Added |
| Walter & Keenan Financial Consulting Co | 609 | $301.6K | 0.09% | +71+13.2% | Added |
| Strengthening Families & Communities, LLC | 613 | $303.6K | 0.19% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 613 | $303.6K | 0.09% | +613 | New |
| Bremer Bank National Association | 614 | $304.1K | 0.05% | −7−1.1% | Reduced |
| Strategic Financial Concepts, LLC | 616 | $305.1K | 0.06% | 00.0% | Unchanged |
| Ewa, LLC | 618 | $306.1K | 0.11% | +69+12.6% | Added |
| Carnegie Capital Asset Management, LLC | 662 | $307.4K | 0.01% | +9+1.4% | Added |
| Cornerstone Wealth Management, LLC | 621 | $307.6K | 0.02% | +71+12.9% | Added |
| Pine Valley Investments Ltd Liability Co | 622 | $308.1K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 625 | $309.5K | 0.07% | +7+1.1% | Added |
| Capital Investment Advisory Services, LLC | 627 | $310.5K | 0.03% | +190+43.5% | Added |
| AGH Wealth Advisors, LLC | 628 | $311.0K | 0.30% | −72−10.3% | Reduced |
| DRW Securities, LLC | 631 | $311.5K | 0.03% | −1,574−71.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 629 | $311.5K | 0.01% | +629 | New |
| Quarry LP | 631 | $312.5K | 0.08% | +325+106.2% | Added |
| J Hagan Capital, Inc. | 600 | $313.2K | 0.25% | +600 | New |
| Capula Management Ltd | 634 | $314.0K | 0.00% | +34+5.7% | Added |
| Mokosak Advisory Group, LLC | 636 | $315.0K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 636 | $315.1K | 0.03% | −12,218−95.1% | Reduced |
| Cable Hill Partners, LLC | 613 | $316.2K | 0.03% | −97−13.7% | Reduced |
| Carroll Investors, Inc | 639 | $316.5K | 0.21% | +639 | New |
| Soltis Investment Advisors LLC | 641 | $317.6K | 0.03% | +59+10.1% | Added |
| West Chester Capital Advisors, Inc | 642 | $318.0K | 0.18% | −4−0.6% | Reduced |
| Granite Group Advisors, LLC | 642 | $318.0K | 0.22% | 00.0% | Unchanged |
| DDD Partners, LLC | 642 | $318.0K | 0.04% | +642 | New |
| MBB Public Markets I LLC | 642 | $318.0K | 0.04% | +642 | New |