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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 1,251 | $619.6K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,250 | $619.1K | 0.42% | +56+4.7% | Added |
| Cooper Financial Group | 1,249 | $618.6K | 0.08% | +190+17.9% | Added |
| Jackson Square Capital, LLC | 1,247 | $617.6K | 0.20% | −3,545−74.0% | Reduced |
| Coign Capital Advisors LLC | 1,243 | $615.6K | 0.47% | −5−0.4% | Reduced |
| Everpar Advisors LLC | 1,242 | $615.1K | 0.33% | −108−8.0% | Reduced |
| Investmark Advisory Group LLC | 1,241 | $614.6K | 0.30% | −6−0.5% | Reduced |
| LRI Investments, LLC | 1,233 | $610.9K | 0.06% | −97−7.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,232 | $610.2K | 0.12% | −55−4.3% | Reduced |
| Bank of Stockton | 1,230 | $609.2K | 0.19% | +69+5.9% | Added |
| Trust Co | 1,221 | $604.7K | 0.07% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,218 | $603.2K | 0.09% | +651+114.8% | Added |
| Clifford Swan Investment Counsel LLC | 1,212 | $600.3K | 0.02% | +25+2.1% | Added |
| Golden State Equity Partners | 1,209 | $598.8K | 0.12% | +154+14.6% | Added |
| Compass Capital Corp | 1,211 | $598.1K | 0.31% | +241+24.8% | Added |
| Bailard, Inc. | 1,207 | $597.8K | 0.02% | −100−7.7% | Reduced |
| Kestra Investment Management, LLC | 1,207 | $597.8K | 0.02% | +751+164.7% | Added |
| Prosperity Financial Group, Inc. | 1,204 | $596.3K | 0.30% | +31+2.6% | Added |
| Planning Center, Inc. | 1,201 | $594.8K | 0.07% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,200 | $594.3K | 0.11% | +1,200 | New |
| One Capital Management, LLC | 1,200 | $594.3K | 0.02% | +138+13.0% | Added |
| Versant Capital Management, Inc | 1,192 | $590.4K | 0.10% | +504+73.3% | Added |
| Claro Advisors LLC | 1,191 | $589.9K | 0.08% | −59−4.7% | Reduced |
| Yarbrough Capital, LLC | 1,190 | $589.4K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,190 | $589.4K | 0.08% | +119+11.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,189 | $588.9K | 0.21% | +24+2.1% | Added |
| Avenue 1 Advisors, LLC | 1,185 | $586.9K | 0.23% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,133 | $586.0K | 0.11% | −48−4.1% | Reduced |
| Evoke Wealth, LLC | 1,183 | $585.9K | 0.02% | +96+8.8% | Added |
| Claris Financial LLC | 1,121 | $585.1K | 0.38% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,180 | $584.3K | 0.58% | +129+12.3% | Added |
| OLIO Financial Planning | 1,175 | $581.9K | 0.20% | +1,175 | New |
| LJI Wealth Management, LLC | 1,175 | $581.9K | 0.12% | +14+1.2% | Added |
| Connecticut Wealth Management, LLC | 1,170 | $579.2K | 0.03% | +117+11.1% | Added |
| Apriem Advisors | 1,168 | $578.5K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,167 | $578.0K | 0.03% | −89−7.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,155 | $572.0K | 0.01% | −900−43.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,152 | $570.6K | 0.02% | +101+9.6% | Added |
| Cromwell Holdings LLC | 1,144 | $566.6K | 0.36% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,142 | $565.6K | 0.07% | 00.0% | Unchanged |
| RHS Financial, LLC | 1,141 | $565.1K | 0.32% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,134 | $561.5K | 0.20% | +1,134 | New |
| Navalign, LLC | 1,131 | $560.1K | 0.16% | −19−1.7% | Reduced |
| David Loasby | 1,144 | $560.0K | 0.06% | +75+7.0% | Added |
| Koshinski Asset Management, Inc. | 8,748 | $556.3K | 0.05% | +686+8.5% | Added |
| Kapstone Financial Advisors LLC | 1,122 | $555.7K | 0.31% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,121 | $555.2K | 0.05% | −832−42.6% | Reduced |
| Channel Wealth LLC | 1,121 | $555.2K | 0.17% | −33−2.9% | Reduced |
| MJP Associates Inc | 1,118 | $553.7K | 0.10% | +64+6.1% | Added |
| Warther Private Wealth, LLC | 1,116 | $552.7K | 0.18% | +20+1.8% | Added |
| 44 Wealth Management LLC | 1,112 | $550.7K | 0.21% | +42+3.9% | Added |
| Sharp Financial Services, LLC | 1,102 | $545.8K | 0.42% | +27+2.5% | Added |
| Callan Capital, LLC | 1,101 | $545.3K | 0.04% | +71+6.9% | Added |
| Aspen Capital Management, LLC | 1,101 | $545.3K | 0.17% | +1,101 | New |
| Maxi Investments CY Ltd | 1,100 | $545.0K | 0.11% | +1,100 | New |
| Invesco, LLC | 1,098 | $543.8K | 0.22% | −206−15.8% | Reduced |
| Clarendon Private LLC | 1,098 | $543.8K | 0.57% | +143+15.0% | Added |
| Investment Partners, Ltd. | 1,094 | $541.8K | 0.22% | −17−1.5% | Reduced |
| Integrity Alliance, LLC. | 1,094 | $541.8K | 0.02% | +1,094 | New |
| ZWJ Investment Counsel Inc | 1,093 | $541.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,091 | $540.3K | 0.18% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,091 | $540.3K | 0.33% | +105+10.6% | Added |
| Fountainhead AM, LLC | 1,084 | $536.9K | 0.09% | +162+17.6% | Added |
| TrueWealth Advisors, LLC | 1,079 | $534.4K | 0.18% | +42+4.1% | Added |
| Rossmore Private Capital | 1,079 | $534.2K | 0.07% | −74−6.4% | Reduced |
| Interchange Capital Partners, LLC | 1,078 | $533.9K | 0.15% | +130+13.7% | Added |
| Altfest L J & Co Inc | 1,077 | $533.4K | 0.07% | −1,138−51.4% | Reduced |
| Kovack Advisors, Inc. | 1,075 | $532.4K | 0.06% | −611−36.2% | Reduced |
| Contravisory Investment Management, Inc. | 1,074 | $531.9K | 0.11% | −18−1.6% | Reduced |
| MONECO Advisors, LLC | 1,070 | $529.8K | 0.05% | −59−5.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,077 | $529.7K | 0.06% | −294−21.4% | Reduced |
| Burling Wealth Partners, LLC | 1,064 | $527.0K | 0.11% | −55−4.9% | Reduced |
| Sonora Investment Management Group, LLC | 1,062 | $526.0K | 0.04% | +37+3.6% | Added |
| Beacon Financial Group | 1,061 | $525.5K | 0.06% | −87−7.6% | Reduced |
| Naples Global Advisors, LLC | 1,060 | $525.0K | 0.05% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,057 | $523.5K | 0.01% | +8+0.8% | Added |
| Cantor Fitzgerald, L. P. | 1,056 | $523.0K | 0.02% | +1,056 | New |
| Capital Market Strategies LLC | 1,054 | $522.0K | 0.35% | −183−14.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,053 | $521.5K | 0.10% | −1−0.1% | Reduced |
| Garden State Investment Advisory Services LLC | 1,052 | $521.0K | 0.17% | +86+8.9% | Added |
| SCS Capital Management LLC | 1,052 | $520.8K | 0.01% | +1,052 | New |
| Pictet North America Advisors SA | 1,049 | $519.5K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,048 | $519.0K | 0.13% | +40+4.0% | Added |
| Ferguson Wellman Capital Management, Inc | 1,043 | $516.6K | 0.01% | +179+20.7% | Added |
| Sherbrooke Park Advisers LLC | 1,041 | $515.6K | 0.24% | +1,041 | New |
| Jackson Wealth Management, LLC | 1,040 | $515.0K | 0.06% | +13+1.3% | Added |
| Bay Capital Advisors, LLC | 1,039 | $514.6K | 0.43% | −50−4.6% | Reduced |
| Accredited Investors Inc. | 1,039 | $514.6K | 0.03% | −1−0.1% | Reduced |
| Palisade Asset Management, LLC | 1,037 | $513.6K | 0.05% | +28+2.8% | Added |
| Financial Management Network Inc | 1,107 | $513.2K | 0.12% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,031 | $510.6K | 0.12% | +3+0.3% | Added |
| Bridgefront Capital, LLC | 1,031 | $510.6K | 0.15% | +1,031 | New |
| Systematic Alpha Investments, LLC | 1,029 | $509.6K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 976 | $509.4K | 0.16% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,057 | $508.8K | 0.37% | −6−0.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,023 | $506.7K | 0.33% | −6−0.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,019 | $504.6K | 0.05% | +602+144.4% | Added |
| Verus Capital Partners, LLC | 1,016 | $503.2K | 0.05% | −16−1.6% | Reduced |
| Modern Wealth Management, LLC | 1,014 | $502.2K | 0.02% | +44+4.5% | Added |
| Avion Wealth | 962 | $502.0K | 0.13% | 00.0% | Unchanged |