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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 3,590 | $1.78M | 0.15% | −557−13.4% | Reduced |
| SIH Partners, LLLP | 3,583 | $1.77M | 0.16% | +3,583 | New |
| Knollwood Investment Advisory, LLC | 3,581 | $1.77M | 0.20% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,559 | $1.76M | 0.10% | +55+1.6% | Added |
| Mission Creek Capital Partners, Inc. | 3,557 | $1.76M | 0.43% | −55−1.5% | Reduced |
| Cigna Investments Inc | 3,557 | $1.76M | 0.33% | −77−2.1% | Reduced |
| Venture Visionary Partners LLC | 3,539 | $1.75M | 0.07% | −35−1.0% | Reduced |
| 1858 Wealth Management, LLC | 3,516 | $1.74M | 1.48% | −16−0.5% | Reduced |
| Artia Global Partners LP | 3,500 | $1.73M | 0.51% | +3,500 | New |
| Paces Ferry Wealth Advisors, LLC | 3,497 | $1.73M | 0.86% | −14−0.4% | Reduced |
| Synovus Financial Corp | 3,492 | $1.73M | 0.02% | +941+36.9% | Added |
| Bedel Financial Consulting, Inc. | 3,252 | $1.73M | 0.25% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,479 | $1.72M | 0.09% | −77−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 3,466 | $1.72M | 0.08% | +105+3.1% | Added |
| Asset Advisors Investment Management, LLC | 3,446 | $1.71M | 0.18% | +3,446 | New |
| Evolutionary Tree Capital Management, LLC | 3,429 | $1.70M | 1.97% | −666−16.3% | Reduced |
| Polar Asset Management Partners Inc. | 3,416 | $1.69M | 0.06% | −26,242−88.5% | Reduced |
| Concord Wealth Partners | 3,390 | $1.68M | 0.28% | +2,298+210.4% | Added |
| Brown Brothers Harriman & Co | 3,366 | $1.67M | 0.01% | −7−0.2% | Reduced |
| KCM Investment Advisors LLC | 3,327 | $1.65M | 0.06% | −656−16.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,316 | $1.64M | 0.09% | +151+4.8% | Added |
| Doliver Advisors, LP | 3,310 | $1.64M | 0.46% | −166−4.8% | Reduced |
| Clearstead Advisors, LLC | 3,282 | $1.63M | 0.03% | −33−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 3,276 | $1.62M | 0.21% | +61+1.9% | Added |
| Everhart Financial Group, Inc. | 3,271 | $1.62M | 0.22% | +75+2.3% | Added |
| Ashton Thomas Securities, LLC | 3,266 | $1.62M | 0.45% | −412−11.2% | Reduced |
| Field & Main Bank | 3,257 | $1.61M | 0.57% | −98−2.9% | Reduced |
| Brandywine Managers, LLC | 3,243 | $1.61M | 1.93% | −90−2.7% | Reduced |
| RFG Advisory, LLC | 3,238 | $1.60M | 0.04% | +2,447+309.4% | Added |
| Marco Investment Management LLC | 3,227 | $1.60M | 0.15% | +1,231+61.7% | Added |
| Farther Finance Advisors, LLC | 3,216 | $1.60M | 0.04% | −73−2.2% | Reduced |
| Ashford Capital Management Inc | 3,223 | $1.60M | 0.21% | +2,773+616.2% | Added |
| GTS Securities LLC | 3,206 | $1.59M | 0.07% | +1,400+77.5% | Added |
| SageView Advisory Group, LLC | 3,193 | $1.58M | 0.07% | −303−8.7% | Reduced |
| Fire Capital Management LLC | 3,184 | $1.58M | 1.16% | +14+0.4% | Added |
| Redmond Asset Management, LLC | 3,158 | $1.56M | 0.40% | −1,480−31.9% | Reduced |
| Equitable Trust Co | 3,154 | $1.56M | 0.09% | +234+8.0% | Added |
| Bensler, LLC | 3,105 | $1.54M | 0.19% | +583+23.1% | Added |
| Quadcap Wealth Management, LLC | 3,098 | $1.53M | 0.22% | −111−3.5% | Reduced |
| Stock Yards Bank & Trust Co | 3,087 | $1.53M | 0.05% | +317+11.4% | Added |
| NBT Bank N A | 3,062 | $1.52M | 0.11% | +573+23.0% | Added |
| Gilbert & Cook, Inc. | 3,059 | $1.52M | 0.22% | +2+0.1% | Added |
| Corient IA LLC | 3,050 | $1.51M | 1.07% | +3,050 | New |
| Tiaa Trust, National Association | 3,047 | $1.51M | 0.00% | +284+10.3% | Added |
| ZEGA Investments, LLC | 3,031 | $1.50M | 0.44% | +802+36.0% | Added |
| Sagespring Wealth Partners, LLC | 3,028 | $1.50M | 0.04% | +235+8.4% | Added |
| Western Financial Corp | 3,027 | $1.50M | 0.87% | +226+8.1% | Added |
| Skopos Labs, Inc. | 3,022 | $1.50M | 0.32% | +109+3.7% | Added |
| Empower Advisory Group, LLC | 3,016 | $1.49M | 0.00% | +1,351+81.1% | Added |
| Clear Street Markets LLC | 3,013 | $1.49M | 1.03% | +2,956+5,186.0% | Added |
| Martin Currie Ltd | 3,003 | $1.49M | 0.06% | −225−7.0% | Reduced |
| K.J. Harrison & Partners Inc | 3,000 | $1.49M | 0.29% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,978 | $1.47M | 0.09% | −230−7.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,976 | $1.47M | 0.10% | +38+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 2,969 | $1.47M | 0.14% | −99−3.2% | Reduced |
| Insigneo Advisory Services, LLC | 2,963 | $1.47M | 0.15% | +317+12.0% | Added |
| GoalVest Advisory LLC | 2,963 | $1.47M | 0.40% | +2,840+2,308.9% | Added |
| Root Financial Partners, LLC | 2,957 | $1.46M | 0.16% | −673−18.5% | Reduced |
| Virtu Financial LLC | 2,955 | $1.46M | 0.08% | +2,955 | New |
| Great Valley Advisor Group, Inc. | 2,938 | $1.45M | 0.03% | +217+8.0% | Added |
| Crystal Rock Capital Management | 2,925 | $1.45M | 0.99% | +2,925 | New |
| Sound View Wealth Advisors Group, LLC | 2,896 | $1.43M | 0.12% | +32+1.1% | Added |
| Kinneret Advisory, LLC | 2,891 | $1.43M | 0.14% | −10−0.3% | Reduced |
| Paloma Partners Management Co | 2,888 | $1.43M | 0.27% | +2,888 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,887 | $1.43M | 0.04% | +887+44.4% | Added |
| Sabal Trust CO | 2,887 | $1.43M | 0.08% | +514+21.7% | Added |
| IPG Investment Advisors LLC | 2,880 | $1.43M | 0.32% | +109+3.9% | Added |
| Concord Asset Management, LLC | 2,913 | $1.42M | 0.31% | +2,913 | New |
| Reynders McVeigh Capital Management, LLC | 2,868 | $1.42M | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,838 | $1.41M | 0.11% | +861+43.6% | Added |
| Richards, Merrill & Peterson, Inc. | 2,827 | $1.40M | 0.73% | +170+6.4% | Added |
| Premier Path Wealth Partners, LLC | 2,824 | $1.40M | 0.22% | +39+1.4% | Added |
| Midwest Professional Planners, LTD. | 2,823 | $1.40M | 0.44% | −210−6.9% | Reduced |
| Umpqua Bank | 2,822 | $1.40M | 0.48% | −65−2.3% | Reduced |
| 111 Capital | 2,818 | $1.40M | 0.27% | +571+25.4% | Added |
| FCG Investment Co | 2,811 | $1.39M | 0.87% | +449+19.0% | Added |
| Stevens Capital Management LP | 2,800 | $1.39M | 0.34% | +2,800 | New |
| Mather Group, LLC. | 2,771 | $1.37M | 0.02% | +576+26.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,769 | $1.37M | 0.02% | −70−2.5% | Reduced |
| Duncker Streett & Co Inc | 2,765 | $1.37M | 0.27% | +2,765 | New |
| Harbert Fund Advisors, Inc. | 2,750 | $1.36M | 1.58% | −125−4.3% | Reduced |
| Lebenthal Global Advisors, LLC | 2,728 | $1.35M | 0.25% | −130−4.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,724 | $1.35M | 0.23% | +10+0.4% | Added |
| Conning Inc. | 2,698 | $1.34M | 0.05% | −931−25.7% | Reduced |
| Transcend Wealth Collective, LLC | 2,696 | $1.34M | 0.10% | +61+2.3% | Added |
| Central Trust Co | 2,691 | $1.33M | 0.03% | +179+7.1% | Added |
| Country Club Bank | 2,706 | $1.33M | 0.09% | −7−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,681 | $1.33M | 0.03% | +68+2.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,669 | $1.32M | 0.23% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,644 | $1.31M | 2.40% | −109−4.0% | Reduced |
| GraniteShares Advisors LLC | 2,643 | $1.31M | 0.83% | −178−6.3% | Reduced |
| Weaver Capital Management LLC | 2,628 | $1.30M | 0.35% | +50+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 2,626 | $1.30M | 0.05% | +385+17.2% | Added |
| Diligent Investors, LLC | 2,608 | $1.29M | 0.31% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,594 | $1.28M | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,582 | $1.28M | 0.11% | +8+0.3% | Added |
| Chicago Partners Investment Group LLC | 2,376 | $1.27M | 0.04% | −20−0.8% | Reduced |
| Rowland & Co Investment Counsel | 2,572 | $1.27M | 0.27% | +188+7.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,569 | $1.27M | 0.06% | −7−0.3% | Reduced |
| Fielder Capital Group LLC | 2,560 | $1.27M | 0.37% | +14+0.5% | Added |