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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 645 | $319.4K | 0.02% | −37−5.4% | Reduced |
| KG&L Capital Management,LLC | 646 | $319.9K | 0.10% | −8−1.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 649 | $321.4K | 0.01% | −597−47.9% | Reduced |
| WPG Advisers, LLC | 650 | $321.9K | 0.30% | −49−7.0% | Reduced |
| Semus Wealth Partners LLC | 652 | $322.9K | 0.22% | +49+8.1% | Added |
| Causey Wealth LLC | 653 | $323.4K | 0.18% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 652 | $323.6K | 0.11% | −94−12.6% | Reduced |
| Navigoe, LLC | 655 | $324.0K | 0.28% | 00.0% | Unchanged |
| Abel Hall, LLC | 655 | $324.4K | 0.20% | +132+25.2% | Added |
| Rodgers Brothers Inc. | 657 | $325.4K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 658 | $325.9K | 0.05% | +5+0.8% | Added |
| Impact Capital Partners LLC | 660 | $326.9K | 0.12% | +4+0.6% | Added |
| Exencial Wealth Advisors, LLC | 661 | $327.4K | 0.01% | +20+3.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 663 | $328.4K | 0.01% | +41+6.6% | Added |
| Hazlett, Burt & Watson, Inc. | 664 | $329.0K | 0.15% | −13−1.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 667 | $330.3K | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 668 | $330.8K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 670 | $331.8K | 0.02% | −58−8.0% | Reduced |
| Viewpoint Capital Management LLC | 675 | $334.3K | 0.18% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 676 | $334.8K | 0.16% | 00.0% | Unchanged |
| Cache Advisors, LLC | 677 | $335.3K | 0.13% | +217+47.2% | Added |
| Beaumont Financial Advisors, LLC | 678 | $335.8K | 0.03% | 00.0% | Unchanged |
| Wrapmanager Inc | 678 | $335.8K | 0.09% | +7+1.0% | Added |
| CVA Family Office, LLC | 678 | $335.8K | 0.05% | +41+6.4% | Added |
| EPG Wealth Management LLC | 681 | $337.3K | 0.09% | +148+27.8% | Added |
| Putney Financial Group LLC | 682 | $337.8K | 0.36% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 683 | $338.3K | 0.09% | −18−2.6% | Reduced |
| West Branch Capital LLC | 685 | $339.3K | 0.11% | +164+31.5% | Added |
| Baron Wealth Management LLC | 686 | $339.8K | 0.15% | −3−0.4% | Reduced |
| Essex Savings Bank | 687 | $340.2K | 0.08% | +27+4.1% | Added |
| Crews Bank & Trust | 690 | $341.7K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 691 | $342.2K | 0.05% | −76−9.9% | Reduced |
| Chilton Investment Co LLC | 692 | $342.7K | 0.01% | +692 | New |
| Capital Wealth Planning, LLC | 693 | $343.2K | 0.00% | +693 | New |
| Seven Mile Advisory | 695 | $344.2K | 0.23% | −35−4.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 695 | $344.2K | 0.08% | −16−2.3% | Reduced |
| Gryphon Financial Partners LLC | 697 | $345.2K | 0.05% | +123+21.4% | Added |
| IFC Advisors LLC | 699 | $346.2K | 0.07% | +699 | New |
| Parkside Investments, LLC | 700 | $346.7K | 0.05% | −100−12.5% | Reduced |
| Promethium Advisors,llc | 700 | $346.7K | 0.22% | +252+56.3% | Added |
| ADAR1 Capital Management, LLC | 700 | $346.7K | 0.07% | +700 | New |
| New Hampshire Trust | 703 | $348.2K | 0.08% | −113−13.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 704 | $348.7K | 0.01% | +243+52.7% | Added |
| Schnieders Capital Management LLC | 705 | $349.2K | 0.07% | 00.0% | Unchanged |
| Fragasso Group Inc. | 705 | $349.2K | 0.03% | +18+2.6% | Added |
| Evermay Wealth Management LLC | 709 | $351.1K | 0.05% | +16+2.3% | Added |
| Sovran Advisors, LLC | 734 | $354.3K | 0.05% | +270+58.2% | Added |
| Dunhill Financial, LLC | 716 | $354.6K | 0.16% | −4−0.6% | Reduced |
| Sunflower Bank, N.A. | 717 | $355.1K | 0.10% | −8−1.1% | Reduced |
| Burton Enright Welch | 719 | $356.1K | 0.07% | +132+22.5% | Added |
| Gardner Lewis Asset Management L P | 720 | $356.6K | 0.09% | +720 | New |
| Avalon Trust Co | 721 | $357.1K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 721 | $357.1K | 0.06% | −74−9.3% | Reduced |
| Strategies Wealth Advisors, LLC | 722 | $357.6K | 0.04% | +722 | New |
| Fortune Financial Advisors, LLC | 723 | $358.1K | 0.31% | +5+0.7% | Added |
| Magnus Financial Group LLC | 725 | $359.1K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 725 | $359.1K | 0.06% | +725 | New |
| Platform Technology Partners | 726 | $359.4K | 0.10% | +726 | New |
| Morris Retirement Advisors, LLC | 728 | $360.7K | 0.19% | −290−28.5% | Reduced |
| Riverstone Advisors, LLC | 730 | $361.5K | 0.22% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 732 | $362.5K | 0.02% | −60−7.6% | Reduced |
| MQS Management LLC | 732 | $362.5K | 0.21% | +732 | New |
| TRUE Private Wealth Advisors | 733 | $362.8K | 0.04% | +1+0.1% | Added |
| Vaughan David Investments LLC | 733 | $363.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 739 | $366.0K | 0.02% | +40+5.7% | Added |
| Custom Index Systems, LLC | 743 | $368.0K | 0.19% | −42−5.4% | Reduced |
| True Vision MN LLC | 744 | $368.5K | 0.22% | +744 | New |
| Weybosset Research & Management LLC | 745 | $369.0K | 0.13% | −200−21.2% | Reduced |
| Arlington Trust Co LLC | 745 | $369.0K | 0.08% | +191+34.5% | Added |
| UMA Financial Services, Inc. | 750 | $371.5K | 0.06% | −39−4.9% | Reduced |
| Fairscale Capital, LLC | 751 | $371.9K | 0.34% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 753 | $372.9K | 0.22% | −10−1.3% | Reduced |
| SWP Financial LLC | 756 | $374.4K | 0.23% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 757 | $374.9K | 0.04% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 760 | $376.4K | 0.04% | +169+28.6% | Added |
| R Squared Ltd | 760 | $376.4K | 0.40% | +279+58.0% | Added |
| Vigilare Wealth Management | 766 | $379.4K | 0.15% | +28+3.8% | Added |
| Morling Financial Advisors, LLC | 767 | $379.9K | 0.13% | +107+16.2% | Added |
| Granite Investment Partners, LLC | 768 | $380.4K | 0.02% | −46−5.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 771 | $381.9K | 0.01% | +113+17.2% | Added |
| Sax Wealth Advisors, LLC | 772 | $382.3K | 0.03% | +143+22.7% | Added |
| SGL Investment Advisors, Inc. | 712 | $383.2K | 0.20% | +302+73.7% | Added |
| AlphaCore Capital LLC | 774 | $383.3K | 0.03% | +323+71.6% | Added |
| McKinley Carter Wealth Services, Inc. | 780 | $386.3K | 0.02% | +48+6.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 782 | $387.3K | 0.16% | +782 | New |
| Middleton & Co Inc | 783 | $387.8K | 0.05% | 00.0% | Unchanged |
| Destination Wealth Management | 783 | $387.8K | 0.01% | +66+9.2% | Added |
| Traveka Wealth, LLC | 784 | $388.1K | 0.22% | +51+7.0% | Added |
| Novem Group | 784 | $388.3K | 0.05% | +784 | New |
| Founders Financial Alliance, LLC | 787 | $389.8K | 0.09% | +787 | New |
| Aveo Capital Partners, LLC | 727 | $389.8K | 0.06% | +198+37.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 788 | $390.3K | 0.15% | +284+56.3% | Added |
| Total Clarity Wealth Management, Inc. | 751 | $392.0K | 0.13% | −38−4.8% | Reduced |
| Private Advisory Group LLC | 792 | $392.3K | 0.04% | −27−3.3% | Reduced |
| Austin Private Wealth, LLC | 795 | $393.7K | 0.04% | +16+2.1% | Added |
| Autumn Glory Partners, LLC | 799 | $395.7K | 0.20% | −91−10.2% | Reduced |
| Pensionmark Financial Group, LLC | 800 | $396.1K | 0.01% | −116−12.7% | Reduced |
| Arnhold LLC | 800 | $396.2K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $396.7K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $396.7K | 0.14% | 00.0% | Unchanged |