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 |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | 1,010 | $500.2K | 0.07% | −6−0.6% | Reduced |
| Tufton Capital Management | 1,003 | $496.8K | 0.10% | +30+3.1% | Added |
| Hobbs Group Advisors, LLC | 1,002 | $496.3K | 0.19% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 1,000 | $495.0K | 0.01% | +1,000 | New |
| Stokes Family Office, LLC | 998 | $494.3K | 0.06% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 995 | $492.8K | 0.08% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 994 | $492.3K | 0.13% | +994 | New |
| AXS Investments LLC | 991 | $490.8K | 0.14% | +75+8.2% | Added |
| Guyasuta Investment Advisors Inc | 990 | $490.3K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $490.3K | 0.17% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 988 | $489.3K | 0.02% | +87+9.7% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 987 | $488.8K | 0.18% | −11−1.1% | Reduced |
| Acropolis Investment Management, LLC | 986 | $488.3K | 0.03% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 982 | $486.4K | 0.01% | +80+8.9% | Added |
| Edmond de Rothschild Holding S.A. | 980 | $485.4K | 0.01% | −213−17.9% | Reduced |
| Triangle Securities Wealth Management | 980 | $485.4K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 962 | $476.7K | 0.29% | −187−16.3% | Reduced |
| StoneX Group Inc. | 962 | $476.4K | 0.03% | −47−4.7% | Reduced |
| Anchor Investment Management, LLC | 957 | $474.0K | 0.04% | +15+1.6% | Added |
| Strait & Sound Wealth Management LLC | 957 | $474.0K | 0.22% | +61+6.8% | Added |
| Independence Bank of Kentucky | 954 | $472.5K | 0.07% | −4−0.4% | Reduced |
| SMART Wealth LLC | 954 | $472.5K | 0.17% | +285+42.6% | Added |
| Waldron Private Wealth LLC | 950 | $470.5K | 0.02% | −2,114−69.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 950 | $470.5K | 0.30% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 945 | $468.0K | 0.03% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 945 | $468.0K | 0.40% | +945 | New |
| KFG Wealth Management, LLC | 945 | $468.0K | 0.09% | +945 | New |
| Goepper Burkhardt LLC | 942 | $466.5K | 0.19% | 00.0% | Unchanged |
| Saiph Capital, LLC | 939 | $465.1K | 0.22% | +17+1.8% | Added |
| Cross Staff Investments Inc | 936 | $463.6K | 0.35% | 00.0% | Unchanged |
| Onefund, LLC | 935 | $463.1K | 0.47% | −12−1.3% | Reduced |
| TFG Advisers LLC | 935 | $463.1K | 0.17% | +114+13.9% | Added |
| West Family Investments, Inc. | 931 | $461.1K | 0.17% | −12−1.3% | Reduced |
| Bridgewater Advisors Inc. | 892 | $459.3K | 0.04% | +892 | New |
| Dearborn Partners LLC | 927 | $459.1K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 925 | $458.1K | 0.16% | −100−9.8% | Reduced |
| Argentarii, LLC | 924 | $457.6K | 0.23% | −32−3.3% | Reduced |
| LexAurum Advisors, LLC | 921 | $456.1K | 0.09% | −4−0.4% | Reduced |
| Financial Advisory Service, Inc. | 921 | $456.1K | 0.04% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 917 | $454.0K | 0.24% | +30+3.4% | Added |
| Perissos Private Wealth Management, LLC | 916 | $453.7K | 0.41% | −55−5.7% | Reduced |
| Atlas Brown,Inc. | 915 | $453.2K | 0.16% | −73−7.4% | Reduced |
| Sittner & Nelson, LLC | 911 | $451.2K | 0.19% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 885 | $450.0K | 0.10% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 902 | $446.7K | 0.19% | +902 | New |
| First Dallas Securities Inc. | 900 | $446.0K | 0.19% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $445.7K | 0.11% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 909 | $445.0K | 0.10% | +7+0.8% | Added |
| Napa Wealth Management | 897 | $444.3K | 0.25% | +146+19.4% | Added |
| Lion Street Advisors, LLC | 896 | $443.8K | 0.14% | −94−9.5% | Reduced |
| Vertex Planning Partners, LLC | 896 | $443.8K | 0.10% | +45+5.3% | Added |
| Verdence Capital Advisors LLC | 895 | $443.3K | 0.03% | −26−2.8% | Reduced |
| Sivia Capital Partners, LLC | 894 | $442.6K | 0.21% | +62+7.5% | Added |
| Clarus Group, Inc. | 889 | $440.3K | 0.17% | +4+0.5% | Added |
| Creekmur Asset Management LLC | 888 | $439.8K | 0.09% | −799−47.4% | Reduced |
| Nations Financial Group Inc, | 888 | $439.8K | 0.03% | +59+7.1% | Added |
| Moss Adams Wealth Advisors LLC | 884 | $437.8K | 0.05% | +167+23.3% | Added |
| BSW Wealth Partners | 878 | $434.8K | 0.07% | −678−43.6% | Reduced |
| Gentry Private Wealth, LLC | 876 | $433.9K | 0.36% | +876 | New |
| Farmers & Merchants Trust Co of Long Beach | 874 | $432.9K | 0.11% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 873 | $432.4K | 0.17% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 870 | $430.9K | 0.06% | +33+3.9% | Added |
| Glassy Mountain Advisors, Inc. | 868 | $429.9K | 0.15% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 868 | $429.9K | 0.07% | +243+38.9% | Added |
| Riversedge Advisors, LLC | 867 | $429.4K | 0.10% | +18+2.1% | Added |
| Callahan Advisors, LLC | 862 | $426.9K | 0.04% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 860 | $425.9K | 0.42% | 00.0% | Unchanged |
| Humankind Investments LLC | 858 | $424.9K | 0.11% | −85−9.0% | Reduced |
| Level Four Advisory Services, LLC | 858 | $424.9K | 0.02% | −36−4.0% | Reduced |
| Whalen Wealth Management Inc. | 856 | $424.0K | 0.28% | +856 | New |
| Bayesian Capital Management, LP | 853 | $422.5K | 0.07% | −5,307−86.2% | Reduced |
| Renasant Bank | 852 | $422.0K | 0.28% | −134−13.6% | Reduced |
| Ameriflex Group, Inc. | 851 | $421.5K | 0.17% | +836+5,573.3% | Added |
| Parkside Financial Bank & Trust | 850 | $421.0K | 0.05% | +103+13.8% | Added |
| Wealth Management Associates, Inc. | 848 | $420.0K | 0.18% | −1−0.1% | Reduced |
| D.B. Root & Company, LLC | 847 | $419.5K | 0.14% | +67+8.6% | Added |
| Promus Capital, LLC | 843 | $417.5K | 0.32% | −7−0.8% | Reduced |
| Holderness Investments Co | 839 | $415.5K | 0.10% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 839 | $415.5K | 0.03% | +59+7.6% | Added |
| DMG Group, LLC | 838 | $415.0K | 0.34% | +296+54.6% | Added |
| Goldstone Financial Group, LLC | 837 | $414.5K | 0.06% | +324+63.2% | Added |
| Alliance Wealth Advisors, LLC | 835 | $413.6K | 0.11% | +302+56.7% | Added |
| 4WEALTH Advisors, Inc. | 829 | $410.6K | 0.45% | −795−49.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 829 | $410.6K | 0.04% | +829 | New |
| Values First Advisors, Inc. | 830 | $410.5K | 0.24% | −4−0.5% | Reduced |
| Kraematon Investment Advisors, Inc | 826 | $409.1K | 0.42% | +826 | New |
| Canopy Partners, LLC | 821 | $406.6K | 0.16% | +7+0.9% | Added |
| Lansing Street Advisors | 818 | $405.1K | 0.14% | +232+39.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 815 | $403.6K | 0.31% | −1,995−71.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 811 | $401.7K | 0.10% | −78−8.8% | Reduced |
| YANKCOM Partnership | 811 | $401.7K | 0.22% | −34−4.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 808 | $400.3K | 0.15% | +2+0.2% | Added |
| Rainier Family Wealth Inc | 807 | $399.7K | 0.47% | 00.0% | Unchanged |
| First American Trust, FSB | 805 | $398.6K | 0.04% | −53−6.2% | Reduced |
| Advance Capital Management, Inc. | 804 | $398.2K | 0.02% | +11+1.4% | Added |
| Catalyst Capital Advisors LLC | 803 | $397.7K | 0.01% | +166+26.1% | Added |
| ProVise Management Group, LLC | 801 | $396.7K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $396.7K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $396.2K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 800 | $396.1K | 0.01% | −116−12.7% | Reduced |