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 |
|---|---|---|---|---|---|
| Meriwether Wealth & Planning, LLC | 1,023 | $506.7K | 0.33% | −6−0.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,057 | $508.8K | 0.37% | −6−0.6% | Reduced |
| Centurion Wealth Management LLC | 976 | $509.4K | 0.16% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $509.6K | 0.02% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,031 | $510.6K | 0.12% | +3+0.3% | Added |
| Bridgefront Capital, LLC | 1,031 | $510.6K | 0.15% | +1,031 | New |
| Financial Management Network Inc | 1,107 | $513.2K | 0.12% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,037 | $513.6K | 0.05% | +28+2.8% | Added |
| Bay Capital Advisors, LLC | 1,039 | $514.6K | 0.43% | −50−4.6% | Reduced |
| Accredited Investors Inc. | 1,039 | $514.6K | 0.03% | −1−0.1% | Reduced |
| Jackson Wealth Management, LLC | 1,040 | $515.0K | 0.06% | +13+1.3% | Added |
| Sherbrooke Park Advisers LLC | 1,041 | $515.6K | 0.24% | +1,041 | New |
| Ferguson Wellman Capital Management, Inc | 1,043 | $516.6K | 0.01% | +179+20.7% | Added |
| Ipswich Investment Management Co., Inc. | 1,048 | $519.0K | 0.13% | +40+4.0% | Added |
| Pictet North America Advisors SA | 1,049 | $519.5K | 0.05% | 00.0% | Unchanged |
| SCS Capital Management LLC | 1,052 | $520.8K | 0.01% | +1,052 | New |
| Garden State Investment Advisory Services LLC | 1,052 | $521.0K | 0.17% | +86+8.9% | Added |
| Bordeaux Wealth Advisors LLC | 1,053 | $521.5K | 0.10% | −1−0.1% | Reduced |
| Capital Market Strategies LLC | 1,054 | $522.0K | 0.35% | −183−14.8% | Reduced |
| Cantor Fitzgerald, L. P. | 1,056 | $523.0K | 0.02% | +1,056 | New |
| Evercore Wealth Management, LLC | 1,057 | $523.5K | 0.01% | +8+0.8% | Added |
| Naples Global Advisors, LLC | 1,060 | $525.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Group | 1,061 | $525.5K | 0.06% | −87−7.6% | Reduced |
| Sonora Investment Management Group, LLC | 1,062 | $526.0K | 0.04% | +37+3.6% | Added |
| Burling Wealth Partners, LLC | 1,064 | $527.0K | 0.11% | −55−4.9% | Reduced |
| Voya Financial Advisors, Inc. | 1,077 | $529.7K | 0.06% | −294−21.4% | Reduced |
| MONECO Advisors, LLC | 1,070 | $529.8K | 0.05% | −59−5.2% | Reduced |
| Contravisory Investment Management, Inc. | 1,074 | $531.9K | 0.11% | −18−1.6% | Reduced |
| Kovack Advisors, Inc. | 1,075 | $532.4K | 0.06% | −611−36.2% | Reduced |
| Altfest L J & Co Inc | 1,077 | $533.4K | 0.07% | −1,138−51.4% | Reduced |
| Interchange Capital Partners, LLC | 1,078 | $533.9K | 0.15% | +130+13.7% | Added |
| Rossmore Private Capital | 1,079 | $534.2K | 0.07% | −74−6.4% | Reduced |
| TrueWealth Advisors, LLC | 1,079 | $534.4K | 0.18% | +42+4.1% | Added |
| Fountainhead AM, LLC | 1,084 | $536.9K | 0.09% | +162+17.6% | Added |
| First Affirmative Financial Network | 1,091 | $540.3K | 0.33% | +105+10.6% | Added |
| Financial Perspectives, Inc | 1,091 | $540.3K | 0.18% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,093 | $541.3K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 1,094 | $541.8K | 0.02% | +1,094 | New |
| Investment Partners, Ltd. | 1,094 | $541.8K | 0.22% | −17−1.5% | Reduced |
| Invesco, LLC | 1,098 | $543.8K | 0.22% | −206−15.8% | Reduced |
| Clarendon Private LLC | 1,098 | $543.8K | 0.57% | +143+15.0% | Added |
| Maxi Investments CY Ltd | 1,100 | $545.0K | 0.11% | +1,100 | New |
| Callan Capital, LLC | 1,101 | $545.3K | 0.04% | +71+6.9% | Added |
| Aspen Capital Management, LLC | 1,101 | $545.3K | 0.17% | +1,101 | New |
| Sharp Financial Services, LLC | 1,102 | $545.8K | 0.42% | +27+2.5% | Added |
| 44 Wealth Management LLC | 1,112 | $550.7K | 0.21% | +42+3.9% | Added |
| Warther Private Wealth, LLC | 1,116 | $552.7K | 0.18% | +20+1.8% | Added |
| MJP Associates Inc | 1,118 | $553.7K | 0.10% | +64+6.1% | Added |
| Forbes J M & Co LLP | 1,121 | $555.2K | 0.05% | −832−42.6% | Reduced |
| Channel Wealth LLC | 1,121 | $555.2K | 0.17% | −33−2.9% | Reduced |
| Kapstone Financial Advisors LLC | 1,122 | $555.7K | 0.31% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,748 | $556.3K | 0.05% | +686+8.5% | Added |
| David Loasby | 1,144 | $560.0K | 0.06% | +75+7.0% | Added |
| Navalign, LLC | 1,131 | $560.1K | 0.16% | −19−1.7% | Reduced |
| Advyzon Investment Management, LLC | 1,134 | $561.5K | 0.20% | +1,134 | New |
| RHS Financial, LLC | 1,141 | $565.1K | 0.32% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,142 | $565.6K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,144 | $566.6K | 0.36% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,152 | $570.6K | 0.02% | +101+9.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,155 | $572.0K | 0.01% | −900−43.8% | Reduced |
| Moors & Cabot, Inc. | 1,167 | $578.0K | 0.03% | −89−7.1% | Reduced |
| Apriem Advisors | 1,168 | $578.5K | 0.07% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,170 | $579.2K | 0.03% | +117+11.1% | Added |
| LJI Wealth Management, LLC | 1,175 | $581.9K | 0.12% | +14+1.2% | Added |
| OLIO Financial Planning | 1,175 | $581.9K | 0.20% | +1,175 | New |
| Severin Investments, LLC | 1,180 | $584.3K | 0.58% | +129+12.3% | Added |
| Claris Financial LLC | 1,121 | $585.1K | 0.38% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,183 | $585.9K | 0.02% | +96+8.8% | Added |
| Ignite Planners, LLC | 1,133 | $586.0K | 0.11% | −48−4.1% | Reduced |
| Avenue 1 Advisors, LLC | 1,185 | $586.9K | 0.23% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,189 | $588.9K | 0.21% | +24+2.1% | Added |
| Yarbrough Capital, LLC | 1,190 | $589.4K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,190 | $589.4K | 0.08% | +119+11.1% | Added |
| Claro Advisors LLC | 1,191 | $589.9K | 0.08% | −59−4.7% | Reduced |
| Versant Capital Management, Inc | 1,192 | $590.4K | 0.10% | +504+73.3% | Added |
| One Capital Management, LLC | 1,200 | $594.3K | 0.02% | +138+13.0% | Added |
| Belmont Capital, LLC | 1,200 | $594.3K | 0.11% | +1,200 | New |
| Planning Center, Inc. | 1,201 | $594.8K | 0.07% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,204 | $596.3K | 0.30% | +31+2.6% | Added |
| Bailard, Inc. | 1,207 | $597.8K | 0.02% | −100−7.7% | Reduced |
| Kestra Investment Management, LLC | 1,207 | $597.8K | 0.02% | +751+164.7% | Added |
| Compass Capital Corp | 1,211 | $598.1K | 0.31% | +241+24.8% | Added |
| Golden State Equity Partners | 1,209 | $598.8K | 0.12% | +154+14.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,212 | $600.3K | 0.02% | +25+2.1% | Added |
| Occidental Asset Management, LLC | 1,218 | $603.2K | 0.09% | +651+114.8% | Added |
| Trust Co | 1,221 | $604.7K | 0.07% | 00.0% | Unchanged |
| Bank of Stockton | 1,230 | $609.2K | 0.19% | +69+5.9% | Added |
| Personal Cfo Solutions, LLC | 1,232 | $610.2K | 0.12% | −55−4.3% | Reduced |
| LRI Investments, LLC | 1,233 | $610.9K | 0.06% | −97−7.3% | Reduced |
| Investmark Advisory Group LLC | 1,241 | $614.6K | 0.30% | −6−0.5% | Reduced |
| Everpar Advisors LLC | 1,242 | $615.1K | 0.33% | −108−8.0% | Reduced |
| Coign Capital Advisors LLC | 1,243 | $615.6K | 0.47% | −5−0.4% | Reduced |
| Jackson Square Capital, LLC | 1,247 | $617.6K | 0.20% | −3,545−74.0% | Reduced |
| Cooper Financial Group | 1,249 | $618.6K | 0.08% | +190+17.9% | Added |
| Wolff Wiese Magana LLC | 1,250 | $619.1K | 0.42% | +56+4.7% | Added |
| First Business Financial Services, Inc. | 1,251 | $619.6K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,252 | $619.9K | 0.15% | −34−2.6% | Reduced |
| Parcion Private Wealth LLC | 1,252 | $620.1K | 0.05% | +12+1.0% | Added |
| Massmutual Trust Co FSB | 1,256 | $622.1K | 0.02% | +268+27.1% | Added |
| Net Worth Advisory Group | 1,257 | $622.7K | 0.20% | −331−20.8% | Reduced |