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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 1,268 | $628.0K | 0.11% | −115−8.3% | Reduced |
| Grove Bank & Trust | 1,270 | $629.0K | 0.08% | +584+85.1% | Added |
| Anderson Financial Strategies, LLC | 1,275 | $631.5K | 0.39% | +1,275 | New |
| Trueblood Wealth Management, LLC | 1,279 | $633.5K | 0.29% | +147+13.0% | Added |
| Clark Capital Management Group, Inc. | 1,282 | $634.9K | 0.00% | +1,282 | New |
| AdvisorNet Financial, Inc | 1,283 | $635.4K | 0.05% | +510+66.0% | Added |
| Petrus Trust Company, LTA | 1,283 | $635.4K | 0.06% | +1,283 | New |
| Ariadne Wealth Management, LP | 1,190 | $638.4K | 0.33% | +417+53.9% | Added |
| Meitav Dash Investments Ltd | 1,291 | $639.4K | 0.01% | +891+222.8% | Added |
| Secure Asset Management, LLC | 1,293 | $640.4K | 0.13% | −234−15.3% | Reduced |
| Board of the Pension Protection Fund | 1,300 | $643.9K | 0.73% | −700−35.0% | Reduced |
| Diversified Enterprises, LLC | 1,301 | $644.3K | 0.05% | +479+58.3% | Added |
| Dogwood Wealth Management LLC | 1,302 | $644.8K | 0.34% | +1,302 | New |
| Bourgeon Capital Management LLC | 1,311 | $649.3K | 0.14% | −45−3.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,313 | $650.3K | 0.22% | +1,313 | New |
| TFC Financial Management | 1,317 | $652.3K | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,317 | $652.3K | 0.39% | +43+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,318 | $652.8K | 0.02% | −382−22.5% | Reduced |
| Orrstown Financial Services Inc | 1,322 | $654.7K | 0.16% | −31−2.3% | Reduced |
| Kercheville Advisors, LLC | 1,325 | $656.2K | 0.27% | +255+23.8% | Added |
| Ullmann Financial Group, Inc. | 1,326 | $656.7K | 0.09% | −4−0.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,365 | $658.9K | 0.40% | +240+21.3% | Added |
| Fulton Breakefield Broenniman LLC | 1,332 | $659.7K | 0.05% | −7−0.5% | Reduced |
| Mindset Wealth Management, LLC | 1,337 | $662.2K | 0.26% | +22+1.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,340 | $663.7K | 0.26% | +85+6.8% | Added |
| Moloney Securities Asset Management, LLC | 1,340 | $663.7K | 0.09% | +1,340 | New |
| Chicago Trust Co NA | 1,344 | $665.6K | 0.12% | −20−1.5% | Reduced |
| Williamson Legacy Group, LLC | 1,344 | $665.6K | 0.63% | +151+12.7% | Added |
| EverSource Wealth Advisors, LLC | 1,344 | $665.7K | 0.04% | +134+11.1% | Added |
| SWS Partners | 1,344 | $665.9K | 0.22% | +30+2.3% | Added |
| Focus Financial Network, Inc. | 1,349 | $668.3K | 0.03% | −142−9.5% | Reduced |
| Resources Management Corp | 1,350 | $669.0K | 0.09% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,354 | $670.6K | 0.07% | +29+2.2% | Added |
| Harfst & Associates, Inc. | 1,356 | $671.6K | 0.16% | +1,356 | New |
| Portfolio Design Labs, LLC | 1,373 | $680.0K | 0.14% | −2,662−66.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,376 | $681.5K | 0.04% | −22−1.6% | Reduced |
| Teza Capital Management LLC | 1,377 | $682.0K | 0.31% | −563−29.0% | Reduced |
| TSFG, LLC | 1,380 | $683.0K | 0.14% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,380 | $683.0K | 0.10% | +940+213.6% | Added |
| Alpha Zero LLC | 1,388 | $687.4K | 0.52% | +154+12.5% | Added |
| Simplicity Wealth,LLC | 1,389 | $687.8K | 0.05% | +724+108.9% | Added |
| KPP Advisory Services LLC | 1,389 | $687.9K | 0.13% | +117+9.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,392 | $689.4K | 0.17% | +1+0.1% | Added |
| Boothbay Fund Management, LLC | 1,395 | $690.9K | 0.02% | +862+161.7% | Added |
| Covenant Partners, LLC | 1,396 | $691.4K | 0.22% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,397 | $691.9K | 0.06% | +57+4.3% | Added |
| Finivi Inc. | 1,401 | $693.9K | 0.56% | +90+6.9% | Added |
| Driehaus Capital Management LLC | 1,405 | $695.9K | 0.01% | +253+22.0% | Added |
| Brookwood Investment Group LLC | 1,408 | $697.3K | 0.12% | +1,408 | New |
| Mitchell Sinkler & Starr | 1,421 | $703.8K | 0.20% | +121+9.3% | Added |
| Aviso Financial Inc. | 1,423 | $704.8K | 0.03% | −72−4.8% | Reduced |
| Private Trust Co NA | 1,423 | $704.8K | 0.07% | +409+40.3% | Added |
| Richard W. Paul & Associates, LLC | 1,424 | $705.3K | 0.28% | +7+0.5% | Added |
| Seek First Inc. | 1,424 | $705.3K | 0.63% | +1,424 | New |
| Virtue Capital Management, LLC | 1,425 | $706.3K | 0.08% | −39−2.7% | Reduced |
| Paragon Private Wealth Management, LLC | 1,437 | $711.7K | 0.33% | +323+29.0% | Added |
| Impact Investors, Inc | 1,442 | $714.3K | 0.56% | −17−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,443 | $714.7K | 0.01% | −314−17.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,449 | $717.6K | 0.21% | +616+73.9% | Added |
| Balboa Wealth Partners | 1,456 | $720.9K | 0.17% | +196+15.6% | Added |
| Private Wealth Partners, LLC | 1,456 | $721.1K | 0.06% | +8+0.6% | Added |
| Algebris (UK) Ltd | 1,587 | $727.6K | 0.13% | +1,587 | New |
| 1776 Wealth LLC | 1,471 | $728.5K | 0.33% | −26−1.7% | Reduced |
| Guardian Financial Partners, LLC | 1,471 | $728.5K | 0.35% | +5+0.3% | Added |
| Park Place Capital Corp | 1,479 | $732.5K | 0.20% | −733−33.1% | Reduced |
| First National Bank of Hutchinson | 1,482 | $734.0K | 0.48% | +1,482 | New |
| Aviance Capital Partners, LLC | 1,483 | $734.5K | 0.10% | +5+0.3% | Added |
| Triasima Portfolio Management inc. | 1,485 | $735.5K | 0.14% | +975+191.2% | Added |
| Elevated Capital Advisors, LLC | 1,485 | $735.5K | 0.21% | −108−6.8% | Reduced |
| Trust Point Inc. | 1,486 | $736.0K | 0.07% | −776−34.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,488 | $737.0K | 0.07% | +7+0.5% | Added |
| J. W. Coons Advisors, LLC | 1,497 | $741.4K | 0.20% | +20+1.4% | Added |
| Nia Impact Advisors, LLC | 1,499 | $742.4K | 0.28% | −267−15.1% | Reduced |
| WBH Advisory Inc | 1,500 | $742.9K | 0.07% | −1−0.1% | Reduced |
| Rational Advisors LLC | 1,500 | $742.9K | 0.07% | +1,500 | New |
| Wesbanco Bank Inc | 1,505 | $745.4K | 0.03% | +289+23.8% | Added |
| Prairie Wealth Advisors, Inc. | 1,507 | $746.4K | 0.37% | +2+0.1% | Added |
| Advisor OS, LLC | 1,515 | $750.3K | 0.09% | +92+6.5% | Added |
| Cambridge Advisors Inc. | 1,518 | $751.8K | 0.16% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,518 | $751.8K | 0.60% | +183+13.7% | Added |
| Main Street Financial Solutions, LLC | 1,522 | $753.8K | 0.07% | −1,286−45.8% | Reduced |
| Harbour Investments, Inc. | 1,522 | $753.8K | 0.02% | −22−1.4% | Reduced |
| L2 Asset Management, LLC | 1,528 | $756.8K | 0.16% | +153+11.1% | Added |
| LGT Fund Management Co Ltd. | 1,540 | $762.7K | 0.07% | +310+25.2% | Added |
| Foster & Motley Inc | 1,541 | $763.0K | 0.05% | −810−34.5% | Reduced |
| Accuvest Global Advisors | 1,540 | $763.0K | 0.65% | +1,540 | New |
| Monetary Management Group Inc | 1,545 | $765.2K | 0.21% | 00.0% | Unchanged |
| Park National Corp | 1,546 | $765.7K | 0.03% | +17+1.1% | Added |
| Ellevest, Inc. | 1,548 | $766.7K | 0.05% | −660−29.9% | Reduced |
| LVW Advisors, LLC | 1,549 | $767.2K | 0.09% | +101+7.0% | Added |
| First Heartland Consultants, Inc. | 1,551 | $768.3K | 0.08% | −179−10.3% | Reduced |
| Childress Capital Advisors, LLC | 1,552 | $768.9K | 0.22% | −37−2.3% | Reduced |
| Resonant Capital Advisors, LLC | 1,554 | $769.6K | 0.05% | +22+1.4% | Added |
| Modera Wealth Management, LLC | 1,554 | $769.7K | 0.01% | +46+3.1% | Added |
| Prosperity Wealth Management, Inc. | 1,564 | $774.6K | 0.36% | −125−7.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,572 | $778.6K | 0.65% | −12−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 1,572 | $778.6K | 0.08% | −10−0.6% | Reduced |
| Caxton Associates LLP | 1,575 | $780.0K | 0.03% | +1,575 | New |
| Mutual Advisors, LLC | 1,519 | $781.7K | 0.02% | −230−13.2% | Reduced |
| Lindbrook Capital, LLC | 1,582 | $783.5K | 0.07% | +205+14.9% | Added |