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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 641 | $317.6K | 0.03% | +59+10.1% | Added |
| Carroll Investors, Inc | 639 | $316.5K | 0.21% | +639 | New |
| Cable Hill Partners, LLC | 613 | $316.2K | 0.03% | −97−13.7% | Reduced |
| Cornerstone Wealth Group, LLC | 636 | $315.1K | 0.03% | −12,218−95.1% | Reduced |
| Mokosak Advisory Group, LLC | 636 | $315.0K | 0.10% | 00.0% | Unchanged |
| Capula Management Ltd | 634 | $314.0K | 0.00% | +34+5.7% | Added |
| J Hagan Capital, Inc. | 600 | $313.2K | 0.25% | +600 | New |
| Quarry LP | 631 | $312.5K | 0.08% | +325+106.2% | Added |
| Cassaday & Co Wealth Management LLC | 629 | $311.5K | 0.01% | +629 | New |
| DRW Securities, LLC | 631 | $311.5K | 0.03% | −1,574−71.4% | Reduced |
| AGH Wealth Advisors, LLC | 628 | $311.0K | 0.30% | −72−10.3% | Reduced |
| Capital Investment Advisory Services, LLC | 627 | $310.5K | 0.03% | +190+43.5% | Added |
| Laffer Tengler Investments | 625 | $309.5K | 0.07% | +7+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 622 | $308.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 621 | $307.6K | 0.02% | +71+12.9% | Added |
| Carnegie Capital Asset Management, LLC | 662 | $307.4K | 0.01% | +9+1.4% | Added |
| Ewa, LLC | 618 | $306.1K | 0.11% | +69+12.6% | Added |
| Strategic Financial Concepts, LLC | 616 | $305.1K | 0.06% | 00.0% | Unchanged |
| Bremer Bank National Association | 614 | $304.1K | 0.05% | −7−1.1% | Reduced |
| Strengthening Families & Communities, LLC | 613 | $303.6K | 0.19% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 613 | $303.6K | 0.09% | +613 | New |
| Walter & Keenan Financial Consulting Co | 609 | $301.6K | 0.09% | +71+13.2% | Added |
| Veracity Capital LLC | 607 | $300.6K | 0.12% | +23+3.9% | Added |
| Beckerman Institutional, LLC | 604 | $299.0K | 0.22% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 603 | $298.6K | 0.02% | +6+1.0% | Added |
| Successful Portfolios LLC | 602 | $298.2K | 0.20% | −30−4.7% | Reduced |
| Family Management Corp | 601 | $297.7K | 0.05% | +601 | New |
| TCI Wealth Advisors, Inc. | 600 | $297.2K | 0.02% | −493−45.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 600 | $297.2K | 0.08% | −30−4.8% | Reduced |
| Southern Capital Advisors, LLC | 600 | $297.2K | 0.16% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $297.2K | 0.19% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 600 | $297.2K | 0.31% | +600 | New |
| Allen Capital Group, LLC | 596 | $295.2K | 0.03% | −11−1.8% | Reduced |
| West Paces Advisors Inc. | 595 | $294.7K | 0.07% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 594 | $294.2K | 0.07% | +14+2.4% | Added |
| Letson Investment Management, Inc. | 593 | $293.7K | 0.12% | 00.0% | Unchanged |
| Optiver Holding B.V. | 593 | $293.7K | 0.01% | +593 | New |
| Becker Capital Management Inc | 591 | $292.7K | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 584 | $289.2K | 0.05% | −40−6.4% | Reduced |
| BridgePort Financial Solutions, LLC | 584 | $289.2K | 0.13% | −2−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 584 | $289.2K | 0.04% | −22−3.6% | Reduced |
| Hemenway Trust Co LLC | 584 | $289.2K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 584 | $289.2K | 0.15% | +182+45.3% | Added |
| Smithfield Trust Co | 590 | $288.0K | 0.01% | −15−2.5% | Reduced |
| Johnson Financial Group, Inc. | 578 | $286.3K | 0.01% | +290+100.7% | Added |
| Jacobsen Capital Management | 578 | $286.3K | 0.12% | +5+0.9% | Added |
| Hoxton Planning & Management, LLC | 578 | $286.3K | 0.11% | +46+8.6% | Added |
| Drake & Associates, LLC | 577 | $285.8K | 0.08% | +51+9.7% | Added |
| Confluence Wealth Services, Inc. | 585 | $285.4K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 576 | $285.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 528 | $284.8K | 0.17% | +12+2.3% | Added |
| FDx Advisors, Inc. | 571 | $283.0K | 0.09% | +2+0.4% | Added |
| Hendershot Investments Inc. | 571 | $282.8K | 0.04% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 571 | $282.8K | 0.06% | +15+2.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 569 | $281.8K | 0.16% | +49+9.4% | Added |
| PAX Financial Group, LLC | 568 | $281.3K | 0.05% | −2,131−79.0% | Reduced |
| Flossbach Von Storch AG | 565 | $279.8K | 0.00% | +565 | New |
| Commonwealth Financial Services, LLC | 564 | $279.3K | 0.06% | +13+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 562 | $278.3K | 0.02% | +78+16.1% | Added |
| Rothschild Investment LLC | 561 | $277.8K | 0.02% | +80+16.6% | Added |
| Wallace Hart LLC | 560 | $277.4K | 0.70% | −732−56.7% | Reduced |
| Greenup Street Wealth Management LLC | 557 | $276.2K | 0.05% | +3+0.5% | Added |
| Holistic Financial Partners | 557 | $275.9K | 0.13% | −2−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 557 | $275.9K | 0.06% | +14+2.6% | Added |
| BlackDiamond Wealth Management Inc. | 513 | $275.2K | 0.19% | −102−16.6% | Reduced |
| SFE Investment Counsel | 552 | $273.4K | 0.05% | −30−5.2% | Reduced |
| Rice Partnership, LLC | 549 | $271.9K | 0.06% | −10−1.8% | Reduced |
| Stonebridge Financial Group, LLC | 548 | $271.4K | 0.03% | −110−16.7% | Reduced |
| One Wealth Capital Management, LLC | 548 | $271.4K | 0.15% | +60+12.3% | Added |
| Trillium Asset Management, LLC | 547 | $271.0K | 0.01% | −120−18.0% | Reduced |
| New Republic Capital, LLC | 547 | $270.9K | 0.12% | −21−3.7% | Reduced |
| Savvy Advisors, Inc. | 546 | $270.4K | 0.03% | +102+23.0% | Added |
| Prescott Group Capital Management, L.L.C. | 546 | $270.4K | 0.04% | +546 | New |
| George Kaiser Family Foundation | 546 | $270.4K | 0.04% | +546 | New |
| FSM Wealth Advisors, LLC | 546 | $270.3K | 0.06% | +20+3.8% | Added |
| Northwest Wealth Management, LLC | 543 | $268.9K | 0.05% | +2+0.4% | Added |
| Napatree Capital LLC | 543 | $268.9K | 0.15% | +543 | New |
| HBW Advisory Services LLC | 542 | $268.4K | 0.04% | +54+11.1% | Added |
| Somerset Group LLC | 540 | $267.4K | 0.24% | 00.0% | Unchanged |
| Covestor Ltd | 535 | $265.0K | 0.18% | −46−7.9% | Reduced |
| IFG Advisory, LLC | 535 | $265.0K | 0.01% | −60−10.1% | Reduced |
| MV Capital Management, Inc. | 532 | $263.5K | 0.03% | +256+92.8% | Added |
| Forefront Wealth Partners, LLC | 532 | $263.5K | 0.18% | +532 | New |
| Aries Wealth Management | 531 | $263.0K | 0.07% | +531 | New |
| Green Alpha Advisors, LLC | 529 | $262.0K | 0.28% | −7−1.3% | Reduced |
| Carolinas Wealth Consulting LLC | 528 | $261.4K | 0.06% | +15+2.9% | Added |
| Lord & Richards Wealth Management, LLC | 527 | $261.0K | 0.30% | +527 | New |
| Stonebrook Private Inc. | 527 | $261.0K | 0.07% | +35+7.1% | Added |
| Atticus Wealth Management, LLC | 525 | $260.0K | 0.08% | +122+30.3% | Added |
| Seeds Investor LLC | 524 | $259.5K | 0.07% | −70−11.8% | Reduced |
| EdgeRock Capital LLC | 524 | $259.5K | 0.19% | +524 | New |
| Round Rock Advisors, LLC | 523 | $259.0K | 0.05% | +523 | New |
| Mengis Capital Management, Inc. | 521 | $258.0K | 0.05% | 00.0% | Unchanged |
| CMC Financial Group | 521 | $258.0K | 0.58% | +521 | New |
| Benchmark Investment Advisors LLC | 519 | $257.0K | 0.17% | +16+3.2% | Added |
| Continental Investors Services, Inc. | 519 | $257.0K | 0.51% | +33+6.8% | Added |
| Spinnaker Investment Group, LLC | 518 | $256.6K | 0.06% | −123−19.2% | Reduced |
| Wolverine Trading, LLC | 518 | $254.8K | 0.01% | −5,418−91.3% | Reduced |
| Pinnacle Bancorp, Inc. | 511 | $253.1K | 0.08% | −33−6.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 511 | $253.1K | 0.01% | +21+4.3% | Added |