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 |
|---|---|---|---|---|---|
| Alaethes Wealth LLC | 4,869 | $2.41M | 0.88% | +50+1.0% | Added |
| Stablepoint Partners, LLC | 4,864 | $2.41M | 0.44% | −191−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,862 | $2.41M | 0.03% | +395+8.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,861 | $2.41M | 0.14% | +7+0.1% | Added |
| Stiles Financial Services Inc | 4,839 | $2.40M | 0.92% | +84+1.8% | Added |
| Westbourne Investments, Inc. | 4,835 | $2.39M | 1.45% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,798 | $2.38M | 0.15% | +873+22.2% | Added |
| PGGM Investments | 4,793 | $2.37M | 0.03% | +2,832+144.4% | Added |
| J. Stern & Co. LLP | 4,772 | $2.36M | 0.23% | +4,772 | New |
| Oak Thistle LLC | 4,764 | $2.36M | 0.48% | +4,764 | New |
| Andrew Hill Investment Advisors, Inc. | 4,761 | $2.36M | 2.28% | −2,730−36.4% | Reduced |
| Ritholtz Wealth Management | 4,738 | $2.35M | 0.07% | +273+6.1% | Added |
| CBOE Vest Financial, LLC | 4,728 | $2.34M | 0.04% | +2,003+73.5% | Added |
| Dorsey & Whitney Trust CO LLC | 4,701 | $2.33M | 0.13% | −230−4.7% | Reduced |
| NorthRock Partners, LLC | 4,686 | $2.32M | 0.08% | +144+3.2% | Added |
| South Dakota Investment Council | 4,653 | $2.30M | 0.05% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,651 | $2.30M | 0.35% | +112+2.5% | Added |
| Terra Nova Asset Management LLC | 4,645 | $2.30M | 1.81% | +217+4.9% | Added |
| Stonebridge Capital Advisors LLC | 4,641 | $2.30M | 0.19% | +198+4.5% | Added |
| Crestwood Advisors Group LLC | 4,634 | $2.29M | 0.04% | +110+2.4% | Added |
| Sowell Financial Services LLC | 4,583 | $2.27M | 0.10% | +4,583 | New |
| ICICI Prudential Asset Management Co Ltd | 4,574 | $2.27M | 0.29% | −64−1.4% | Reduced |
| Malaga Cove Capital, LLC | 4,556 | $2.26M | 0.98% | −25−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 4,539 | $2.25M | 0.03% | +764+20.2% | Added |
| Kingsview Wealth Management, LLC | 4,535 | $2.25M | 0.04% | +181+4.2% | Added |
| Waterloo Capital, L.P. | 4,515 | $2.24M | 0.21% | −350−7.2% | Reduced |
| Alhambra Investment Partners LLC | 4,500 | $2.23M | 1.15% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,483 | $2.22M | 0.46% | +1,247+38.5% | Added |
| USA Financial Portformulas Corp | 4,476 | $2.22M | 0.37% | +2,128+90.6% | Added |
| WoodTrust Financial Corp | 4,460 | $2.21M | 0.31% | +250+5.9% | Added |
| Larson Financial Group LLC | 4,456 | $2.21M | 0.10% | +359+8.8% | Added |
| Smith, Salley & Associates | 4,418 | $2.19M | 0.14% | +3,663+485.2% | Added |
| Ballentine Partners, LLC | 4,413 | $2.19M | 0.04% | +398+9.9% | Added |
| Empire Life Investments Inc. | 4,398 | $2.18M | 0.14% | −448−9.2% | Reduced |
| Eagle Health Investments LP | 4,390 | $2.17M | 0.56% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,390 | $2.17M | 0.54% | +105+2.5% | Added |
| We Are One Seven, LLC | 4,378 | $2.17M | 0.08% | +254+6.2% | Added |
| Family Capital Trust Co | 4,377 | $2.17M | 0.78% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 4,360 | $2.16M | 1.28% | −166−3.7% | Reduced |
| Lavaca Capital LLC | 4,323 | $2.14M | 0.98% | +1,200+38.4% | Added |
| Evelyn Partners Asset Management Ltd | 4,320 | $2.14M | 0.60% | +90+2.1% | Added |
| Eastover Investment Advisors LLC | 4,319 | $2.14M | 1.03% | +46+1.1% | Added |
| Western Wealth Management, LLC | 4,314 | $2.14M | 0.14% | −395−8.4% | Reduced |
| Hollencrest Capital Management | 4,299 | $2.13M | 0.09% | −68−1.6% | Reduced |
| Evergreen Capital Management LLC | 4,288 | $2.12M | 0.07% | +20+0.5% | Added |
| Angeles Wealth Management, LLC | 4,253 | $2.11M | 0.18% | +56+1.3% | Added |
| Geneva Capital Management LLC | 4,251 | $2.11M | 0.04% | +553+15.0% | Added |
| Valeo Financial Advisors, LLC | 4,250 | $2.10M | 0.06% | +57+1.4% | Added |
| Legacy Advisors, LLC | 4,223 | $2.09M | 0.22% | −623−12.9% | Reduced |
| Smartleaf Asset Management LLC | 4,246 | $2.09M | 0.20% | +214+5.3% | Added |
| Grandfield & Dodd, LLC | 4,206 | $2.08M | 0.13% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,184 | $2.07M | 0.09% | −18−0.4% | Reduced |
| GM Advisory Group, Inc. | 4,169 | $2.06M | 0.11% | −71−1.7% | Reduced |
| Berger Financial Group, Inc | 4,163 | $2.06M | 0.14% | −1,803−30.2% | Reduced |
| Beacon Pointe Advisors, LLC | 4,156 | $2.06M | 0.02% | −1,162−21.9% | Reduced |
| Atomi Financial Group, Inc. | 4,149 | $2.05M | 0.09% | +1,812+77.5% | Added |
| Argus Investors' Counsel, Inc. | 4,147 | $2.05M | 1.56% | +34+0.8% | Added |
| Centiva Capital, LP | 4,143 | $2.05M | 0.12% | +3,153+318.5% | Added |
| Martingale Asset Management L P | 4,120 | $2.04M | 0.05% | +4,120 | New |
| Turtle Creek Wealth Advisors, LLC | 4,117 | $2.04M | 0.30% | +4,117 | New |
| Trust Asset Management LLC | 4,094 | $2.03M | 0.17% | +43+1.1% | Added |
| Spears Abacus Advisors LLC | 4,093 | $2.03M | 0.04% | +5+0.1% | Added |
| Legacy Bridge, LLC | 4,090 | $2.03M | 1.13% | +160+4.1% | Added |
| CWA Asset Management Group, LLC | 4,043 | $2.00M | 0.10% | −333−7.6% | Reduced |
| Syon Capital LLC | 4,028 | $1.99M | 0.16% | +311+8.4% | Added |
| Jacksonville Wealth Management, LLC | 4,018 | $1.99M | 1.96% | −22−0.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $1.98M | 1.26% | −200−4.8% | Reduced |
| CNB Bank | 3,969 | $1.97M | 1.00% | −127−3.1% | Reduced |
| Qtron Investments LLC | 3,951 | $1.96M | 0.29% | −76−1.9% | Reduced |
| Grant Private Wealth Management Inc | 3,953 | $1.95M | 2.10% | +503+14.6% | Added |
| Strategic Advisors LLC | 3,895 | $1.93M | 0.37% | +3,261+514.4% | Added |
| Fort Washington Investment Advisors Inc | 3,872 | $1.92M | 0.01% | −88−2.2% | Reduced |
| Americana Partners, LLC | 3,864 | $1.91M | 0.07% | +197+5.4% | Added |
| 180 Wealth Advisors, LLC | 3,851 | $1.91M | 0.30% | +180+4.9% | Added |
| Westmount Partners, LLC | 3,841 | $1.90M | 0.58% | +50+1.3% | Added |
| RiverPark Advisors, LLC | 3,831 | $1.90M | 1.48% | −4,880−56.0% | Reduced |
| Sepio Capital, LP | 3,826 | $1.89M | 0.15% | −119−3.0% | Reduced |
| Mirador Capital Partners LP | 3,826 | $1.89M | 0.33% | +160+4.4% | Added |
| Fulton Bank, N.A. | 3,802 | $1.88M | 0.08% | +24+0.6% | Added |
| Altman Advisors, Inc. | 3,650 | $1.88M | 0.87% | −1,379−27.4% | Reduced |
| Inspire Advisors, LLC | 3,797 | $1.88M | 0.22% | +1,031+37.3% | Added |
| SlateStone Wealth, LLC | 3,791 | $1.88M | 0.19% | −385−9.2% | Reduced |
| Brighton Jones LLC | 3,787 | $1.88M | 0.06% | +115+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 3,778 | $1.87M | 0.14% | +2,102+125.4% | Added |
| Buckingham Strategic Partners | 3,777 | $1.87M | 0.03% | +1,629+75.8% | Added |
| HBK Sorce Advisory LLC | 3,753 | $1.86M | 0.05% | −83−2.2% | Reduced |
| Denali Advisors LLC | 3,741 | $1.85M | 0.21% | −31−0.8% | Reduced |
| McRae Capital Management Inc | 3,740 | $1.85M | 0.39% | −25−0.7% | Reduced |
| Brendel Financial Advisors LLC | 3,739 | $1.85M | 1.12% | −99−2.6% | Reduced |
| Hall Capital Management Co Inc | 3,730 | $1.85M | 0.86% | +3,270+710.9% | Added |
| Principle Wealth Partners LLC | 3,722 | $1.84M | 0.13% | +460+14.1% | Added |
| Iyo Bank, Ltd. | 3,720 | $1.84M | 0.59% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,703 | $1.83M | 0.27% | +23+0.6% | Added |
| SevenBridge Financial Group, LLC | 3,223 | $1.81M | 0.36% | +2,785+635.8% | Added |
| Willner & Heller, LLC | 3,653 | $1.81M | 1.67% | −2−0.1% | Reduced |
| First United Bank Trust | 3,628 | $1.80M | 0.67% | −65−1.8% | Reduced |
| Naviter Wealth, LLC | 3,638 | $1.79M | 0.22% | +43+1.2% | Added |
| Capstone Wealth Management Group, LLC | 3,610 | $1.79M | 1.02% | 00.0% | Unchanged |
| Telligent Fund, LP | 3,600 | $1.78M | 1.98% | +600+20.0% | Added |
| Lecap Asset Management Ltd | 3,592 | $1.78M | 0.42% | +3,592 | New |