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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 2,555 | $1.27M | 0.25% | +19+0.7% | Added |
| Brass Tax Wealth Management, Inc | 2,553 | $1.26M | 0.27% | 00.0% | Unchanged |
| Churchill Management Corp | 2,529 | $1.25M | 0.02% | −265−9.5% | Reduced |
| Chapman Investment Management, LLC | 2,512 | $1.24M | 0.93% | +338+15.5% | Added |
| Aaron Wealth Advisors | 2,509 | $1.24M | 0.14% | +78+3.2% | Added |
| Capital Investment Advisors, LLC | 2,508 | $1.24M | 0.02% | +1,609+179.0% | Added |
| Institute for Wealth Management, LLC. | 2,502 | $1.24M | 0.16% | −24−1.0% | Reduced |
| Prakash Investment Advisors LLC | 2,501 | $1.24M | 1.37% | +200+8.7% | Added |
| Wexford Capital LP | 2,500 | $1.24M | 0.32% | +2,500 | New |
| Stonegate Investment Group, LLC | 2,500 | $1.24M | 0.03% | −212−7.8% | Reduced |
| Stone Run Capital, LLC | 2,500 | $1.24M | 0.52% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,482 | $1.23M | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,482 | $1.23M | 0.01% | +63+2.6% | Added |
| Virtus Investment Advisers, Inc. | 2,477 | $1.23M | 0.33% | +2,477 | New |
| Atwater Malick LLC | 2,475 | $1.23M | 0.41% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,380 | $1.22M | 0.13% | +95+4.2% | Added |
| Balance Wealth, LLC | 2,469 | $1.22M | 0.79% | +2,469 | New |
| S-Bank Fund Management Ltd | 2,468 | $1.22M | 0.23% | +2,468 | New |
| Simon Quick Advisors, LLC | 2,466 | $1.22M | 0.07% | +334+15.7% | Added |
| Money Concepts Capital Corp | 2,433 | $1.20M | 0.09% | −600−19.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,428 | $1.20M | 0.10% | −15−0.6% | Reduced |
| Belpointe Asset Management LLC | 2,424 | $1.20M | 0.06% | −143−5.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,424 | $1.20M | 0.35% | +562+30.2% | Added |
| IHT Wealth Management, LLC | 2,422 | $1.20M | 0.04% | +355+17.2% | Added |
| Perennial Investment Advisors, LLC | 2,421 | $1.20M | 0.14% | +362+17.6% | Added |
| United Advisor Group, LLC | 2,421 | $1.20M | 0.25% | +2+0.1% | Added |
| Pinnacle Associates Ltd | 2,421 | $1.20M | 0.02% | +15+0.6% | Added |
| Orser Capital Management, LLC | 2,421 | $1.20M | 0.96% | +2,421 | New |
| United Asset Strategies, Inc. | 2,405 | $1.19M | 0.11% | −3−0.1% | Reduced |
| Dalton Investments LLC | 2,400 | $1.19M | 0.64% | +1,500+166.7% | Added |
| Founders Financial Securities LLC | 2,311 | $1.19M | 0.10% | +238+11.5% | Added |
| International Assets Investment Management, LLC | 2,379 | $1.18M | 0.10% | +301+14.5% | Added |
| Park Edge Advisors, LLC | 2,348 | $1.16M | 0.32% | +1,232+110.4% | Added |
| OneAscent Financial Services LLC | 2,335 | $1.16M | 0.08% | +163+7.5% | Added |
| Westfield Capital Management Co LP | 2,339 | $1.16M | 0.01% | −210−8.2% | Reduced |
| Baader Bank INC | 2,337 | $1.16M | 0.12% | +113+5.1% | Added |
| Manchester Capital Management LLC | 2,323 | $1.15M | 0.14% | +7+0.3% | Added |
| Wealth Alliance | 2,323 | $1.15M | 0.14% | −191−7.6% | Reduced |
| GeoWealth Management, LLC | 2,311 | $1.14M | 0.05% | −934−28.8% | Reduced |
| EagleClaw Capital Managment, LLC | 2,310 | $1.14M | 0.18% | −70−2.9% | Reduced |
| Parnassus Investments | 2,309 | $1.14M | 0.00% | −9−0.4% | Reduced |
| AMG National Trust Bank | 2,304 | $1.14M | 0.03% | −87−3.6% | Reduced |
| Heritage Trust Co | 2,303 | $1.14M | 0.14% | +546+31.1% | Added |
| Graypoint LLC | 2,302 | $1.14M | 0.07% | −267−10.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,293 | $1.14M | 0.52% | +101+4.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,292 | $1.14M | 0.19% | +379+19.8% | Added |
| JFG Wealth Management, LLC | 2,289 | $1.13M | 0.26% | +63+2.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,278 | $1.13M | 0.03% | +13+0.6% | Added |
| Caldwell Trust Co | 2,270 | $1.12M | 0.12% | +213+10.4% | Added |
| Coastal Investment Advisors, Inc. | 2,269 | $1.12M | 0.51% | +69+3.1% | Added |
| Choate Investment Advisors | 2,268 | $1.12M | 0.03% | −102−4.3% | Reduced |
| Legacy Financial Advisors, Inc. | 2,264 | $1.12M | 0.19% | −61−2.6% | Reduced |
| Sym Financial Corp | 2,261 | $1.12M | 0.14% | +2,261 | New |
| Liberty Capital Management, Inc. | 2,254 | $1.12M | 0.25% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,247 | $1.11M | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,245 | $1.11M | 0.10% | −140−5.9% | Reduced |
| Guerra Pan Advisors, LLC | 2,236 | $1.11M | 0.87% | −26−1.1% | Reduced |
| AlphaQ Advisors LLC | 2,233 | $1.11M | 2.65% | −90−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 2,230 | $1.10M | 0.66% | +177+8.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,226 | $1.10M | 0.08% | +19+0.9% | Added |
| Harrington Investments, INC | 2,225 | $1.10M | 0.63% | −51−2.2% | Reduced |
| Camden Capital, LLC | 2,222 | $1.10M | 0.12% | +290+15.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,221 | $1.10M | 0.10% | −23−1.0% | Reduced |
| Kingsman Wealth Management, Inc. | 2,221 | $1.10M | 0.80% | +2,221 | New |
| Chesapeake Wealth Management | 2,211 | $1.10M | 0.39% | −114−4.9% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $1.09M | 0.36% | 00.0% | Unchanged |
| Capital Management Associates | 2,200 | $1.09M | 2.13% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,200 | $1.09M | 0.20% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,200 | $1.09M | 0.24% | +353+19.1% | Added |
| Circle Wealth Management, LLC | 2,199 | $1.09M | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,191 | $1.09M | 0.08% | +283+14.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,184 | $1.08M | 0.16% | +83+4.0% | Added |
| BTC Capital Management, Inc. | 2,180 | $1.08M | 0.10% | −286−11.6% | Reduced |
| NVWM, LLC | 2,171 | $1.08M | 0.29% | −180−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,171 | $1.08M | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,169 | $1.07M | 0.09% | +13+0.6% | Added |
| Petros Family Wealth, LLC | 2,159 | $1.07M | 1.18% | +88+4.2% | Added |
| Sendero Wealth Management, LLC | 2,135 | $1.06M | 0.15% | −1,210−36.2% | Reduced |
| Revolve Wealth Partners, LLC | 2,134 | $1.06M | 0.15% | +990+86.5% | Added |
| Wormser Freres Gestion | 2,136 | $1.05M | 0.64% | +55+2.6% | Added |
| Alpha Family Trust | 2,125 | $1.05M | 0.61% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,125 | $1.05M | 0.08% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,122 | $1.05M | 0.16% | +35+1.7% | Added |
| Moseley Investment Management Inc | 2,113 | $1.05M | 0.41% | −26−1.2% | Reduced |
| Mendel Money Management | 2,112 | $1.05M | 0.50% | +12+0.6% | Added |
| Patron Partners Advisors, LLC | 2,108 | $1.04M | 0.56% | +218+11.5% | Added |
| Advisory Alpha, LLC | 2,106 | $1.04M | 0.04% | −41−1.9% | Reduced |
| Fedenia Advisers LLC | 2,106 | $1.04M | 0.68% | +759+56.3% | Added |
| Oxford Asset Management LLP | 2,093 | $1.04M | 0.47% | +464+28.5% | Added |
| Hartford Financial Management Inc. | 2,091 | $1.04M | 0.21% | +2,085+34,750.0% | Added |
| Silver Oak Securities, Inc | 2,097 | $1.03M | 0.10% | +313+17.5% | Added |
| Robertson Stephens Wealth Management, LLC | 2,073 | $1.03M | 0.04% | +1,209+139.9% | Added |
| Schrum Private Wealth Management LLC | 2,069 | $1.02M | 0.90% | −100−4.6% | Reduced |
| Heartland Bank & Trust Co | 2,068 | $1.02M | 0.53% | +232+12.6% | Added |
| Ancora Advisors, LLC | 2,061 | $1.02M | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,050 | $1.02M | 0.08% | +111+5.7% | Added |
| Beacon Financial Planning, Inc | 2,044 | $1.01M | 0.58% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,040 | $1.01M | 0.47% | −19−0.9% | Reduced |
| Lifeworks Advisors, LLC | 2,037 | $1.01M | 0.17% | +1,611+378.2% | Added |
| Paragon Capital Management Inc | 2,036 | $1.01M | 0.81% | +2,036 | New |