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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 2,034 | $1.01M | 0.06% | −55−2.6% | Reduced |
| Allegheny Financial Group LTD | 2,027 | $1.00M | 0.26% | −60−2.9% | Reduced |
| Warm Springs Advisors Inc. | 2,027 | $1.00M | 1.01% | +129+6.8% | Added |
| Draper Asset Management, LLC | 2,027 | $1.00M | 0.79% | +386+23.5% | Added |
| Pure Financial Advisors, Inc. | 2,024 | $1.00M | 0.02% | +519+34.5% | Added |
| SeaCrest Wealth Management, LLC | 2,019 | $1.00M | 0.11% | +37+1.9% | Added |
| Forum Financial Management, LP | 2,006 | $993.5K | 0.02% | +7+0.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $991.0K | 0.54% | −3,900−66.1% | Reduced |
| Atlas Wealth Partners, LLC | 2,000 | $991.0K | 1.22% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2,000 | $990.5K | 1.04% | −3−0.1% | Reduced |
| NCP Inc. | 2,000 | $990.5K | 1.34% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $990.5K | 0.47% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,989 | $985.1K | 0.18% | −100−4.8% | Reduced |
| Miracle Mile Advisors, LLC | 1,983 | $982.1K | 0.02% | +35+1.8% | Added |
| Souders Financial Advisors | 1,980 | $980.6K | 0.14% | −744−27.3% | Reduced |
| Catalyst Financial Partners LLC | 1,970 | $975.7K | 0.18% | +54+2.8% | Added |
| Western Pacific Wealth Management, LP | 1,960 | $970.7K | 0.88% | 00.0% | Unchanged |
| Michael B. Yongue | 1,956 | $968.7K | 1.23% | −2−0.1% | Reduced |
| Catalina Capital Group, LLC | 1,955 | $968.3K | 0.65% | −759−28.0% | Reduced |
| Geneos Wealth Management Inc. | 1,952 | $966.8K | 0.03% | +364+22.9% | Added |
| Advisory Resource Group | 1,947 | $964.3K | 0.20% | +1,947 | New |
| Sage Mountain Advisors LLC | 1,942 | $962.0K | 0.07% | +73+3.9% | Added |
| LaFleur & Godfrey LLC | 1,939 | $960.3K | 0.13% | −20−1.0% | Reduced |
| ICONIQ Capital, LLC | 1,930 | $955.9K | 0.02% | +270+16.3% | Added |
| Bingham Private Wealth, LLC | 1,929 | $955.4K | 0.99% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 2,030 | $952.4K | 0.56% | +1,644+425.9% | Added |
| Norris Perne & French LLP | 1,921 | $951.4K | 0.07% | +429+28.8% | Added |
| JGP Wealth Management, LLC | 1,920 | $950.9K | 0.13% | −175−8.4% | Reduced |
| WJ Wealth Management, LLC | 1,912 | $947.0K | 0.33% | +1,912 | New |
| 17 Capital Partners, LLC | 1,891 | $936.6K | 0.60% | +40+2.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,880 | $931.1K | 0.03% | +950+102.2% | Added |
| Centennial Bank | 1,876 | $929.1K | 0.44% | −44−2.3% | Reduced |
| CoreCap Advisors, LLC | 1,875 | $928.6K | 0.04% | −439−19.0% | Reduced |
| CX Institutional | 1,873 | $928.0K | 0.04% | +48+2.6% | Added |
| Proficio Capital Partners LLC | 1,872 | $927.1K | 0.07% | +52+2.9% | Added |
| Murphy & Mullick Capital Management Corp | 1,870 | $926.2K | 0.90% | +2+0.1% | Added |
| Prelude Capital Management, LLC | 1,866 | $924.2K | 0.09% | +236+14.5% | Added |
| Heritage Wealth Advisors | 1,861 | $921.7K | 0.05% | −5−0.3% | Reduced |
| Liberty One Investment Management, LLC | 1,861 | $921.7K | 0.09% | +489+35.6% | Added |
| WSFS Capital Management, LLC | 1,847 | $914.9K | 0.05% | −238−11.4% | Reduced |
| Journey Advisory Group, LLC | 1,846 | $914.3K | 0.07% | +962+108.8% | Added |
| Eqis Capital Management, Inc. | 1,841 | $911.9K | 0.08% | −147−7.4% | Reduced |
| Lewis Asset Management, LLC | 1,817 | $899.9K | 0.74% | −8−0.4% | Reduced |
| Mirae Asset Securities (USA) Inc. | 1,805 | $894.0K | 0.04% | +1+0.1% | Added |
| Signal Advisors Wealth, LLC | 1,800 | $891.5K | 0.09% | +206+12.9% | Added |
| Centaurus Financial, Inc. | 1,800 | $891.0K | 0.05% | −178−9.0% | Reduced |
| Icon Wealth Advisors, LLC | 1,797 | $890.0K | 0.07% | −13−0.7% | Reduced |
| Invst, LLC | 1,793 | $888.0K | 0.12% | +1,793 | New |
| Genus Capital Management Inc. | 1,789 | $886.0K | 0.13% | +1,789 | New |
| Kesler, Norman & Wride, LLC | 1,776 | $879.8K | 0.17% | +707+66.1% | Added |
| Ameritas Advisory Services, LLC | 1,724 | $877.8K | 0.04% | +96+5.9% | Added |
| Paradigm Financial Partners, LLC | 1,772 | $877.6K | 0.11% | −54−3.0% | Reduced |
| Integrated Advisors Network LLC | 1,767 | $875.1K | 0.04% | −231−11.6% | Reduced |
| Norden Group LLC | 1,763 | $873.2K | 0.10% | +17+1.0% | Added |
| Golden State Wealth Management, LLC | 1,757 | $870.2K | 0.13% | +212+13.7% | Added |
| Missouri Trust & Investment Co | 1,755 | $869.2K | 0.31% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,752 | $867.7K | 0.25% | +42+2.5% | Added |
| Parsons Capital Management Inc | 1,750 | $866.7K | 0.05% | +86+5.2% | Added |
| Beese Fulmer Investment Management, Inc. | 1,750 | $866.7K | 0.07% | +152+9.5% | Added |
| Sentry Investment Management LLC | 1,866 | $865.0K | 0.59% | −557−23.0% | Reduced |
| WealthPlan Investment Management, LLC | 1,745 | $864.2K | 0.09% | +200+12.9% | Added |
| True North Advisors, LLC | 1,744 | $863.8K | 0.15% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,729 | $856.3K | 0.15% | +445+34.7% | Added |
| Sylvest Advisors, LLC | 1,729 | $856.3K | 0.54% | −1,246−41.9% | Reduced |
| Moran Wealth Management, LLC | 1,719 | $851.4K | 0.03% | −59−3.3% | Reduced |
| Financial Advocates Investment Management | 1,719 | $851.4K | 0.06% | +53+3.2% | Added |
| Roberts Capital Advisors, LLC | 1,718 | $850.9K | 0.75% | +1,718 | New |
| Venturi Wealth Management, LLC | 1,716 | $849.9K | 0.04% | +74+4.5% | Added |
| Norway Savings Bank | 1,703 | $843.4K | 0.48% | +1,703 | New |
| Monetta Financial Services Inc | 1,700 | $842.0K | 0.74% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,699 | $841.5K | 0.33% | 00.0% | Unchanged |
| Readystate Asset Management LP | 1,696 | $840.0K | 0.04% | +1,696 | New |
| Financial Management Professionals, Inc. | 1,695 | $839.5K | 0.11% | −75−4.2% | Reduced |
| Journey Strategic Wealth LLC | 1,688 | $836.0K | 0.03% | +649+62.5% | Added |
| Alta Advisers Ltd | 1,681 | $832.5K | 0.35% | +500+42.3% | Added |
| Wealthspire Advisors, LLC | 1,671 | $827.6K | 0.00% | +26+1.6% | Added |
| DGS Capital Management, LLC | 1,671 | $827.6K | 0.22% | −142−7.8% | Reduced |
| Wolverine Asset Management LLC | 1,665 | $824.6K | 0.02% | +1,665 | New |
| Pallas Capital Advisors LLC | 1,663 | $823.7K | 0.03% | +34+2.1% | Added |
| Portside Wealth Group, LLC | 1,661 | $822.6K | 0.13% | +305+22.5% | Added |
| Rehmann Capital Advisory Group | 1,658 | $821.2K | 0.05% | +125+8.2% | Added |
| Ellerson Group Inc | 1,650 | $817.2K | 0.65% | −60−3.5% | Reduced |
| Quotient Wealth Partners, LLC | 1,643 | $813.7K | 0.03% | +24+1.5% | Added |
| Aventura Private Wealth, LLC | 1,641 | $812.7K | 0.43% | +64+4.1% | Added |
| Northern Oak Wealth Management Inc | 1,632 | $808.3K | 0.10% | −245−13.1% | Reduced |
| Davy Global Fund Management Ltd | 1,629 | $806.8K | 0.09% | +173+11.9% | Added |
| Investment Counsel Co of Nevada | 1,624 | $804.3K | 1.83% | +1,624 | New |
| SPC Financial, Inc. | 1,623 | $803.8K | 0.07% | +8+0.5% | Added |
| Essex Financial Services, Inc. | 1,605 | $794.9K | 0.06% | −187−10.4% | Reduced |
| OneAscent Wealth Management LLC | 1,600 | $792.0K | 0.34% | 00.0% | Unchanged |
| First Manhattan Co | 1,599 | $791.9K | 0.00% | +462+40.6% | Added |
| Waters Parkerson & Co., LLC | 1,598 | $791.4K | 0.04% | +45+2.9% | Added |
| RB Capital Management, LLC | 1,592 | $788.5K | 0.19% | −45−2.7% | Reduced |
| KC Investment Advisors, LLC | 1,590 | $787.5K | 0.17% | +1,590 | New |
| PDS Planning, Inc | 1,589 | $787.0K | 0.07% | +204+14.7% | Added |
| Cozad Asset Management Inc | 1,586 | $785.5K | 0.08% | +1,586 | New |
| Lindbrook Capital, LLC | 1,582 | $783.5K | 0.07% | +205+14.9% | Added |
| Mutual Advisors, LLC | 1,519 | $781.7K | 0.02% | −230−13.2% | Reduced |
| Caxton Associates LLP | 1,575 | $780.0K | 0.03% | +1,575 | New |
| Pine Haven Investment Counsel, Inc | 1,572 | $778.6K | 0.65% | −12−0.8% | Reduced |