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 |
|---|---|---|---|---|---|
| Autumn Glory Partners, LLC | 799 | $395.7K | 0.20% | −91−10.2% | Reduced |
| Austin Private Wealth, LLC | 795 | $393.7K | 0.04% | +16+2.1% | Added |
| Private Advisory Group LLC | 792 | $392.3K | 0.04% | −27−3.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 751 | $392.0K | 0.13% | −38−4.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 788 | $390.3K | 0.15% | +284+56.3% | Added |
| Aveo Capital Partners, LLC | 727 | $389.8K | 0.06% | +198+37.4% | Added |
| Founders Financial Alliance, LLC | 787 | $389.8K | 0.09% | +787 | New |
| Novem Group | 784 | $388.3K | 0.05% | +784 | New |
| Traveka Wealth, LLC | 784 | $388.1K | 0.22% | +51+7.0% | Added |
| Middleton & Co Inc | 783 | $387.8K | 0.05% | 00.0% | Unchanged |
| Destination Wealth Management | 783 | $387.8K | 0.01% | +66+9.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 782 | $387.3K | 0.16% | +782 | New |
| McKinley Carter Wealth Services, Inc. | 780 | $386.3K | 0.02% | +48+6.6% | Added |
| AlphaCore Capital LLC | 774 | $383.3K | 0.03% | +323+71.6% | Added |
| SGL Investment Advisors, Inc. | 712 | $383.2K | 0.20% | +302+73.7% | Added |
| Sax Wealth Advisors, LLC | 772 | $382.3K | 0.03% | +143+22.7% | Added |
| Signature Estate & Investment Advisors LLC | 771 | $381.9K | 0.01% | +113+17.2% | Added |
| Granite Investment Partners, LLC | 768 | $380.4K | 0.02% | −46−5.7% | Reduced |
| Morling Financial Advisors, LLC | 767 | $379.9K | 0.13% | +107+16.2% | Added |
| Vigilare Wealth Management | 766 | $379.4K | 0.15% | +28+3.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 760 | $376.4K | 0.04% | +169+28.6% | Added |
| R Squared Ltd | 760 | $376.4K | 0.40% | +279+58.0% | Added |
| Canandaigua National Bank & Trust Co | 757 | $374.9K | 0.04% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $374.4K | 0.23% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 753 | $372.9K | 0.22% | −10−1.3% | Reduced |
| Fairscale Capital, LLC | 751 | $371.9K | 0.34% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 750 | $371.5K | 0.06% | −39−4.9% | Reduced |
| Weybosset Research & Management LLC | 745 | $369.0K | 0.13% | −200−21.2% | Reduced |
| Arlington Trust Co LLC | 745 | $369.0K | 0.08% | +191+34.5% | Added |
| True Vision MN LLC | 744 | $368.5K | 0.22% | +744 | New |
| Custom Index Systems, LLC | 743 | $368.0K | 0.19% | −42−5.4% | Reduced |
| Hillsdale Investment Management Inc. | 739 | $366.0K | 0.02% | +40+5.7% | Added |
| Vaughan David Investments LLC | 733 | $363.0K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 733 | $362.8K | 0.04% | +1+0.1% | Added |
| BLB&B Advisors, LLC | 732 | $362.5K | 0.02% | −60−7.6% | Reduced |
| MQS Management LLC | 732 | $362.5K | 0.21% | +732 | New |
| Riverstone Advisors, LLC | 730 | $361.5K | 0.22% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 728 | $360.7K | 0.19% | −290−28.5% | Reduced |
| Platform Technology Partners | 726 | $359.4K | 0.10% | +726 | New |
| Magnus Financial Group LLC | 725 | $359.1K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 725 | $359.1K | 0.06% | +725 | New |
| Fortune Financial Advisors, LLC | 723 | $358.1K | 0.31% | +5+0.7% | Added |
| Strategies Wealth Advisors, LLC | 722 | $357.6K | 0.04% | +722 | New |
| Optas, LLC | 721 | $357.1K | 0.06% | −74−9.3% | Reduced |
| Avalon Trust Co | 721 | $357.1K | 0.03% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 720 | $356.6K | 0.09% | +720 | New |
| Burton Enright Welch | 719 | $356.1K | 0.07% | +132+22.5% | Added |
| Sunflower Bank, N.A. | 717 | $355.1K | 0.10% | −8−1.1% | Reduced |
| Dunhill Financial, LLC | 716 | $354.6K | 0.16% | −4−0.6% | Reduced |
| Sovran Advisors, LLC | 734 | $354.3K | 0.05% | +270+58.2% | Added |
| Evermay Wealth Management LLC | 709 | $351.1K | 0.05% | +16+2.3% | Added |
| Schnieders Capital Management LLC | 705 | $349.2K | 0.07% | 00.0% | Unchanged |
| Fragasso Group Inc. | 705 | $349.2K | 0.03% | +18+2.6% | Added |
| Nicholas Hoffman & Company, LLC. | 704 | $348.7K | 0.01% | +243+52.7% | Added |
| New Hampshire Trust | 703 | $348.2K | 0.08% | −113−13.8% | Reduced |
| Parkside Investments, LLC | 700 | $346.7K | 0.05% | −100−12.5% | Reduced |
| Promethium Advisors,llc | 700 | $346.7K | 0.22% | +252+56.3% | Added |
| ADAR1 Capital Management, LLC | 700 | $346.7K | 0.07% | +700 | New |
| IFC Advisors LLC | 699 | $346.2K | 0.07% | +699 | New |
| Gryphon Financial Partners LLC | 697 | $345.2K | 0.05% | +123+21.4% | Added |
| Seven Mile Advisory | 695 | $344.2K | 0.23% | −35−4.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 695 | $344.2K | 0.08% | −16−2.3% | Reduced |
| Capital Wealth Planning, LLC | 693 | $343.2K | 0.00% | +693 | New |
| Chilton Investment Co LLC | 692 | $342.7K | 0.01% | +692 | New |
| GPS Wealth Strategies Group, LLC | 691 | $342.2K | 0.05% | −76−9.9% | Reduced |
| Crews Bank & Trust | 690 | $341.7K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 687 | $340.2K | 0.08% | +27+4.1% | Added |
| Baron Wealth Management LLC | 686 | $339.8K | 0.15% | −3−0.4% | Reduced |
| West Branch Capital LLC | 685 | $339.3K | 0.11% | +164+31.5% | Added |
| Great Diamond Partners, LLC | 683 | $338.3K | 0.09% | −18−2.6% | Reduced |
| Putney Financial Group LLC | 682 | $337.8K | 0.36% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 681 | $337.3K | 0.09% | +148+27.8% | Added |
| Beaumont Financial Advisors, LLC | 678 | $335.8K | 0.03% | 00.0% | Unchanged |
| Wrapmanager Inc | 678 | $335.8K | 0.09% | +7+1.0% | Added |
| CVA Family Office, LLC | 678 | $335.8K | 0.05% | +41+6.4% | Added |
| Cache Advisors, LLC | 677 | $335.3K | 0.13% | +217+47.2% | Added |
| Burford Brothers, Inc. | 676 | $334.8K | 0.16% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 675 | $334.3K | 0.18% | 00.0% | Unchanged |
| McAdam, LLC | 670 | $331.8K | 0.02% | −58−8.0% | Reduced |
| Dividend Assets Capital, LLC | 668 | $330.8K | 0.06% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 667 | $330.3K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 664 | $329.0K | 0.15% | −13−1.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 663 | $328.4K | 0.01% | +41+6.6% | Added |
| Exencial Wealth Advisors, LLC | 661 | $327.4K | 0.01% | +20+3.1% | Added |
| Impact Capital Partners LLC | 660 | $326.9K | 0.12% | +4+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 658 | $325.9K | 0.05% | +5+0.8% | Added |
| Rodgers Brothers Inc. | 657 | $325.4K | 0.04% | 00.0% | Unchanged |
| Abel Hall, LLC | 655 | $324.4K | 0.20% | +132+25.2% | Added |
| Navigoe, LLC | 655 | $324.0K | 0.28% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 652 | $323.6K | 0.11% | −94−12.6% | Reduced |
| Causey Wealth LLC | 653 | $323.4K | 0.18% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 652 | $322.9K | 0.22% | +49+8.1% | Added |
| WPG Advisers, LLC | 650 | $321.9K | 0.30% | −49−7.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 649 | $321.4K | 0.01% | −597−47.9% | Reduced |
| KG&L Capital Management,LLC | 646 | $319.9K | 0.10% | −8−1.2% | Reduced |
| Adell Harriman & Carpenter Inc | 645 | $319.4K | 0.02% | −37−5.4% | Reduced |
| Granite Group Advisors, LLC | 642 | $318.0K | 0.22% | 00.0% | Unchanged |
| DDD Partners, LLC | 642 | $318.0K | 0.04% | +642 | New |
| MBB Public Markets I LLC | 642 | $318.0K | 0.04% | +642 | New |
| West Chester Capital Advisors, Inc | 642 | $318.0K | 0.18% | −4−0.6% | Reduced |