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
- 2,195
- +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
- 950 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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 1,572 | $778.6K | 0.08% | −10−0.6% | Reduced |
| Prosperity Wealth Management, Inc. | 1,564 | $774.6K | 0.36% | −125−7.4% | Reduced |
| Modera Wealth Management, LLC | 1,554 | $769.7K | 0.01% | +46+3.1% | Added |
| Resonant Capital Advisors, LLC | 1,554 | $769.6K | 0.05% | +22+1.4% | Added |
| Childress Capital Advisors, LLC | 1,552 | $768.9K | 0.22% | −37−2.3% | Reduced |
| First Heartland Consultants, Inc. | 1,551 | $768.3K | 0.08% | −179−10.3% | Reduced |
| LVW Advisors, LLC | 1,549 | $767.2K | 0.09% | +101+7.0% | Added |
| Ellevest, Inc. | 1,548 | $766.7K | 0.05% | −660−29.9% | Reduced |
| Park National Corp | 1,546 | $765.7K | 0.03% | +17+1.1% | Added |
| Monetary Management Group Inc | 1,545 | $765.2K | 0.21% | 00.0% | Unchanged |
| 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 |
| LGT Fund Management Co Ltd. | 1,540 | $762.7K | 0.07% | +310+25.2% | Added |
| L2 Asset Management, LLC | 1,528 | $756.8K | 0.16% | +153+11.1% | 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 |
| 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 |
| Advisor OS, LLC | 1,515 | $750.3K | 0.09% | +92+6.5% | Added |
| Prairie Wealth Advisors, Inc. | 1,507 | $746.4K | 0.37% | +2+0.1% | Added |
| Wesbanco Bank Inc | 1,505 | $745.4K | 0.03% | +289+23.8% | Added |
| 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 |
| Nia Impact Advisors, LLC | 1,499 | $742.4K | 0.28% | −267−15.1% | Reduced |
| J. W. Coons Advisors, LLC | 1,497 | $741.4K | 0.20% | +20+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,488 | $737.0K | 0.07% | +7+0.5% | Added |
| Trust Point Inc. | 1,486 | $736.0K | 0.07% | −776−34.3% | Reduced |
| Elevated Capital Advisors, LLC | 1,485 | $735.5K | 0.21% | −108−6.8% | Reduced |
| Triasima Portfolio Management inc. | 1,485 | $735.5K | 0.14% | +975+191.2% | Added |
| Aviance Capital Partners, LLC | 1,483 | $734.5K | 0.10% | +5+0.3% | Added |
| First National Bank of Hutchinson | 1,482 | $734.0K | 0.48% | +1,482 | New |
| Park Place Capital Corp | 1,479 | $732.5K | 0.20% | −733−33.1% | Reduced |
| 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 |
| Algebris (UK) Ltd | 1,587 | $727.6K | 0.13% | +1,587 | New |
| Private Wealth Partners, LLC | 1,456 | $721.1K | 0.06% | +8+0.6% | Added |
| Balboa Wealth Partners | 1,456 | $720.9K | 0.17% | +196+15.6% | Added |
| Oak Harbor Wealth Partners, LLC | 1,449 | $717.6K | 0.21% | +616+73.9% | Added |
| Moneta Group Investment Advisors LLC | 1,443 | $714.7K | 0.01% | −314−17.9% | Reduced |
| Impact Investors, Inc | 1,442 | $714.3K | 0.56% | −17−1.2% | Reduced |
| Paragon Private Wealth Management, LLC | 1,437 | $711.7K | 0.33% | +323+29.0% | Added |
| Virtue Capital Management, LLC | 1,425 | $706.3K | 0.08% | −39−2.7% | Reduced |
| 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 |
| 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 |
| Mitchell Sinkler & Starr | 1,421 | $703.8K | 0.20% | +121+9.3% | Added |
| Brookwood Investment Group LLC | 1,408 | $697.3K | 0.12% | +1,408 | New |
| Driehaus Capital Management LLC | 1,405 | $695.9K | 0.01% | +253+22.0% | Added |
| Finivi Inc. | 1,401 | $693.9K | 0.56% | +90+6.9% | Added |
| Sunbelt Securities, Inc. | 1,397 | $691.9K | 0.06% | +57+4.3% | Added |
| Covenant Partners, LLC | 1,396 | $691.4K | 0.22% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,395 | $690.9K | 0.02% | +862+161.7% | Added |
| Legacy Capital Wealth Partners, LLC | 1,392 | $689.4K | 0.17% | +1+0.1% | Added |
| KPP Advisory Services LLC | 1,389 | $687.9K | 0.13% | +117+9.2% | Added |
| Simplicity Wealth,LLC | 1,389 | $687.8K | 0.05% | +724+108.9% | Added |
| Alpha Zero LLC | 1,388 | $687.4K | 0.52% | +154+12.5% | Added |
| 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 |
| Teza Capital Management LLC | 1,377 | $682.0K | 0.31% | −563−29.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,376 | $681.5K | 0.04% | −22−1.6% | Reduced |
| Portfolio Design Labs, LLC | 1,373 | $680.0K | 0.14% | −2,662−66.0% | Reduced |
| Harfst & Associates, Inc. | 1,356 | $671.6K | 0.16% | +1,356 | New |
| Quent Capital, LLC | 1,354 | $670.6K | 0.07% | +29+2.2% | Added |
| Resources Management Corp | 1,350 | $669.0K | 0.09% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,349 | $668.3K | 0.03% | −142−9.5% | Reduced |
| SWS Partners | 1,344 | $665.9K | 0.22% | +30+2.3% | Added |
| EverSource Wealth Advisors, LLC | 1,344 | $665.7K | 0.04% | +134+11.1% | Added |
| Williamson Legacy Group, LLC | 1,344 | $665.6K | 0.63% | +151+12.7% | Added |
| Chicago Trust Co NA | 1,344 | $665.6K | 0.12% | −20−1.5% | Reduced |
| 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 |
| Mindset Wealth Management, LLC | 1,337 | $662.2K | 0.26% | +22+1.7% | Added |
| Fulton Breakefield Broenniman LLC | 1,332 | $659.7K | 0.05% | −7−0.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,365 | $658.9K | 0.40% | +240+21.3% | Added |
| Ullmann Financial Group, Inc. | 1,326 | $656.7K | 0.09% | −4−0.3% | Reduced |
| Kercheville Advisors, LLC | 1,325 | $656.2K | 0.27% | +255+23.8% | Added |
| Orrstown Financial Services Inc | 1,322 | $654.7K | 0.16% | −31−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,318 | $652.8K | 0.02% | −382−22.5% | Reduced |
| 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 |
| Argonautica Private Wealth Management, Inc | 1,313 | $650.3K | 0.22% | +1,313 | New |
| Bourgeon Capital Management LLC | 1,311 | $649.3K | 0.14% | −45−3.3% | Reduced |
| Dogwood Wealth Management LLC | 1,302 | $644.8K | 0.34% | +1,302 | New |
| Diversified Enterprises, LLC | 1,301 | $644.3K | 0.05% | +479+58.3% | Added |
| Board of the Pension Protection Fund | 1,300 | $643.9K | 0.73% | −700−35.0% | Reduced |
| Secure Asset Management, LLC | 1,293 | $640.4K | 0.13% | −234−15.3% | Reduced |
| Meitav Dash Investments Ltd | 1,291 | $639.4K | 0.01% | +891+222.8% | Added |
| Ariadne Wealth Management, LP | 1,190 | $638.4K | 0.33% | +417+53.9% | Added |
| 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 |
| Clark Capital Management Group, Inc. | 1,282 | $634.9K | 0.00% | +1,282 | New |
| Trueblood Wealth Management, LLC | 1,279 | $633.5K | 0.29% | +147+13.0% | Added |
| Anderson Financial Strategies, LLC | 1,275 | $631.5K | 0.39% | +1,275 | New |
| Grove Bank & Trust | 1,270 | $629.0K | 0.08% | +584+85.1% | Added |
| Oarsman Capital, Inc. | 1,268 | $628.0K | 0.11% | −115−8.3% | Reduced |
| Net Worth Advisory Group | 1,257 | $622.7K | 0.20% | −331−20.8% | Reduced |
| Massmutual Trust Co FSB | 1,256 | $622.1K | 0.02% | +268+27.1% | Added |
| Parcion Private Wealth LLC | 1,252 | $620.1K | 0.05% | +12+1.0% | Added |
| Drive Wealth Management, LLC | 1,252 | $619.9K | 0.15% | −34−2.6% | Reduced |