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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 803 | $397.7K | 0.01% | +166+26.1% | Added |
| Advance Capital Management, Inc. | 804 | $398.2K | 0.02% | +11+1.4% | Added |
| First American Trust, FSB | 805 | $398.6K | 0.04% | −53−6.2% | Reduced |
| Rainier Family Wealth Inc | 807 | $399.7K | 0.47% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 808 | $400.3K | 0.15% | +2+0.2% | Added |
| YANKCOM Partnership | 811 | $401.7K | 0.22% | −34−4.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 811 | $401.7K | 0.10% | −78−8.8% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 815 | $403.6K | 0.31% | −1,995−71.0% | Reduced |
| Lansing Street Advisors | 818 | $405.1K | 0.14% | +232+39.6% | Added |
| Canopy Partners, LLC | 821 | $406.6K | 0.16% | +7+0.9% | Added |
| Kraematon Investment Advisors, Inc | 826 | $409.1K | 0.42% | +826 | New |
| Values First Advisors, Inc. | 830 | $410.5K | 0.24% | −4−0.5% | Reduced |
| 4WEALTH Advisors, Inc. | 829 | $410.6K | 0.45% | −795−49.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 829 | $410.6K | 0.04% | +829 | New |
| Alliance Wealth Advisors, LLC | 835 | $413.6K | 0.11% | +302+56.7% | Added |
| Goldstone Financial Group, LLC | 837 | $414.5K | 0.06% | +324+63.2% | Added |
| DMG Group, LLC | 838 | $415.0K | 0.34% | +296+54.6% | Added |
| Holderness Investments Co | 839 | $415.5K | 0.10% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 839 | $415.5K | 0.03% | +59+7.6% | Added |
| Promus Capital, LLC | 843 | $417.5K | 0.32% | −7−0.8% | Reduced |
| D.B. Root & Company, LLC | 847 | $419.5K | 0.14% | +67+8.6% | Added |
| Wealth Management Associates, Inc. | 848 | $420.0K | 0.18% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 850 | $421.0K | 0.05% | +103+13.8% | Added |
| Ameriflex Group, Inc. | 851 | $421.5K | 0.17% | +836+5,573.3% | Added |
| Renasant Bank | 852 | $422.0K | 0.28% | −134−13.6% | Reduced |
| Bayesian Capital Management, LP | 853 | $422.5K | 0.07% | −5,307−86.2% | Reduced |
| Whalen Wealth Management Inc. | 856 | $424.0K | 0.28% | +856 | New |
| Humankind Investments LLC | 858 | $424.9K | 0.11% | −85−9.0% | Reduced |
| Level Four Advisory Services, LLC | 858 | $424.9K | 0.02% | −36−4.0% | Reduced |
| M.E. Allison & Co., Inc. | 860 | $425.9K | 0.42% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 862 | $426.9K | 0.04% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 867 | $429.4K | 0.10% | +18+2.1% | Added |
| Glassy Mountain Advisors, Inc. | 868 | $429.9K | 0.15% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 868 | $429.9K | 0.07% | +243+38.9% | Added |
| Howard Financial Services, Ltd. | 870 | $430.9K | 0.06% | +33+3.9% | Added |
| Creative Capital Management Investments LLC | 873 | $432.4K | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 874 | $432.9K | 0.11% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 876 | $433.9K | 0.36% | +876 | New |
| BSW Wealth Partners | 878 | $434.8K | 0.07% | −678−43.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 884 | $437.8K | 0.05% | +167+23.3% | Added |
| Creekmur Asset Management LLC | 888 | $439.8K | 0.09% | −799−47.4% | Reduced |
| Nations Financial Group Inc, | 888 | $439.8K | 0.03% | +59+7.1% | Added |
| Clarus Group, Inc. | 889 | $440.3K | 0.17% | +4+0.5% | Added |
| Sivia Capital Partners, LLC | 894 | $442.6K | 0.21% | +62+7.5% | Added |
| Verdence Capital Advisors LLC | 895 | $443.3K | 0.03% | −26−2.8% | Reduced |
| Vertex Planning Partners, LLC | 896 | $443.8K | 0.10% | +45+5.3% | Added |
| Lion Street Advisors, LLC | 896 | $443.8K | 0.14% | −94−9.5% | Reduced |
| Napa Wealth Management | 897 | $444.3K | 0.25% | +146+19.4% | Added |
| Fiduciary Financial Group, LLC | 909 | $445.0K | 0.10% | +7+0.8% | Added |
| Northstar Asset Management LLC | 900 | $445.7K | 0.11% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 900 | $446.0K | 0.19% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 902 | $446.7K | 0.19% | +902 | New |
| Delta Financial Group, Inc. | 885 | $450.0K | 0.10% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 911 | $451.2K | 0.19% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 915 | $453.2K | 0.16% | −73−7.4% | Reduced |
| Perissos Private Wealth Management, LLC | 916 | $453.7K | 0.41% | −55−5.7% | Reduced |
| Proactive Wealth Strategies LLC | 917 | $454.0K | 0.24% | +30+3.4% | Added |
| LexAurum Advisors, LLC | 921 | $456.1K | 0.09% | −4−0.4% | Reduced |
| Financial Advisory Service, Inc. | 921 | $456.1K | 0.04% | 00.0% | Unchanged |
| Argentarii, LLC | 924 | $457.6K | 0.23% | −32−3.3% | Reduced |
| Hall Laurie J Trustee | 925 | $458.1K | 0.16% | −100−9.8% | Reduced |
| Dearborn Partners LLC | 927 | $459.1K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 892 | $459.3K | 0.04% | +892 | New |
| West Family Investments, Inc. | 931 | $461.1K | 0.17% | −12−1.3% | Reduced |
| TFG Advisers LLC | 935 | $463.1K | 0.17% | +114+13.9% | Added |
| Onefund, LLC | 935 | $463.1K | 0.47% | −12−1.3% | Reduced |
| Cross Staff Investments Inc | 936 | $463.6K | 0.35% | 00.0% | Unchanged |
| Saiph Capital, LLC | 939 | $465.1K | 0.22% | +17+1.8% | Added |
| Goepper Burkhardt LLC | 942 | $466.5K | 0.19% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 945 | $468.0K | 0.03% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 945 | $468.0K | 0.40% | +945 | New |
| KFG Wealth Management, LLC | 945 | $468.0K | 0.09% | +945 | New |
| Ledgewood Wealth Advisors, LLC | 950 | $470.5K | 0.30% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 950 | $470.5K | 0.02% | −2,114−69.0% | Reduced |
| Independence Bank of Kentucky | 954 | $472.5K | 0.07% | −4−0.4% | Reduced |
| SMART Wealth LLC | 954 | $472.5K | 0.17% | +285+42.6% | Added |
| Anchor Investment Management, LLC | 957 | $474.0K | 0.04% | +15+1.6% | Added |
| Strait & Sound Wealth Management LLC | 957 | $474.0K | 0.22% | +61+6.8% | Added |
| StoneX Group Inc. | 962 | $476.4K | 0.03% | −47−4.7% | Reduced |
| Global Trust Asset Management, LLC | 962 | $476.7K | 0.29% | −187−16.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 980 | $485.4K | 0.01% | −213−17.9% | Reduced |
| Triangle Securities Wealth Management | 980 | $485.4K | 0.12% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 982 | $486.4K | 0.01% | +80+8.9% | Added |
| Acropolis Investment Management, LLC | 986 | $488.3K | 0.03% | +1+0.1% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 987 | $488.8K | 0.18% | −11−1.1% | Reduced |
| Avidian Wealth Solutions, LLC | 988 | $489.3K | 0.02% | +87+9.7% | Added |
| AIMZ Investment Advisors, LLC | 990 | $490.3K | 0.17% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $490.3K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 991 | $490.8K | 0.14% | +75+8.2% | Added |
| Stamos Capital Partners, L.P. | 994 | $492.3K | 0.13% | +994 | New |
| Huntleigh Advisors, Inc. | 995 | $492.8K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 998 | $494.3K | 0.06% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 1,000 | $495.0K | 0.01% | +1,000 | New |
| Hobbs Group Advisors, LLC | 1,002 | $496.3K | 0.19% | 00.0% | Unchanged |
| Tufton Capital Management | 1,003 | $496.8K | 0.10% | +30+3.1% | Added |
| BlueStem Wealth Partners, LLC | 1,010 | $500.2K | 0.07% | −6−0.6% | Reduced |
| Avion Wealth | 962 | $502.0K | 0.13% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,014 | $502.2K | 0.02% | +44+4.5% | Added |
| Verus Capital Partners, LLC | 1,016 | $503.2K | 0.05% | −16−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,019 | $504.6K | 0.05% | +602+144.4% | Added |