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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 510 | $252.6K | 0.02% | +18+3.7% | Added |
| Valley Brook Capital Group | 510 | $252.6K | 0.20% | +30+6.3% | Added |
| Abound Wealth Management | 510 | $252.4K | 0.08% | −12−2.3% | Reduced |
| SFG Wealth Management, LLC. | 507 | $251.1K | 0.12% | +100+24.6% | Added |
| Tudor Investment Corp Et Al | 506 | $250.6K | 0.00% | +506 | New |
| Migdal Insurance & Financial Holdings Ltd. | 504 | $250.0K | 0.00% | +504 | New |
| Dodge & Cox | 500 | $247.6K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $247.6K | 0.04% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 500 | $247.6K | 0.05% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 500 | $247.6K | 0.01% | +500 | New |
| Nebula Research & Development LLC | 499 | $247.1K | 0.02% | −1,050−67.8% | Reduced |
| Prudent Investors Network | 499 | $247.1K | 0.07% | −57−10.3% | Reduced |
| Gemmer Asset Management LLC | 499 | $247.1K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 499 | $247.1K | 0.06% | +499 | New |
| Quadrant Private Wealth Management, LLC | 497 | $246.1K | 0.06% | −7−1.4% | Reduced |
| Kavar Capital Partners Group, LLC | 496 | $245.7K | 0.04% | +60+13.8% | Added |
| Mayflower Financial Advisors, LLC | 495 | $245.2K | 0.04% | −1−0.2% | Reduced |
| S.A. Mason LLC | 495 | $245.2K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Corp | 495 | $245.2K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 494 | $244.7K | 0.01% | −116−19.0% | Reduced |
| Montecito Bank & Trust | 493 | $244.2K | 0.04% | +6+1.2% | Added |
| Berkshire Asset Management LLC | 453 | $243.8K | 0.01% | −32−6.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 492 | $243.7K | 0.22% | +71+16.9% | Added |
| Asset Dedication, LLC | 491 | $243.2K | 0.02% | −43−8.1% | Reduced |
| Werba Rubin Papier Wealth Management | 491 | $243.2K | 0.05% | −1−0.2% | Reduced |
| Cascade Financial Partners, LLC | 490 | $242.7K | 0.03% | −6−1.2% | Reduced |
| Canvas Wealth Advisors, LLC | 505 | $241.8K | 0.06% | +18+3.7% | Added |
| Alteri Wealth LLC | 487 | $241.2K | 0.11% | −12−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 485 | $240.2K | 0.02% | +145+42.6% | Added |
| Principal Street Partners, LLC | 484 | $239.7K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 484 | $239.7K | 0.07% | +102+26.7% | Added |
| Walkner Condon Financial Advisors LLC | 481 | $238.4K | 0.05% | +481 | New |
| Family Firm, Inc. | 480 | $237.7K | 0.05% | −33−6.4% | Reduced |
| Creative Financial Designs Inc | 479 | $237.2K | 0.02% | −15−3.0% | Reduced |
| Plancorp, LLC | 479 | $237.2K | 0.01% | +49+11.4% | Added |
| Calton & Associates, Inc. | 479 | $237.2K | 0.05% | +479 | New |
| CRA Financial Services, LLC | 478 | $236.7K | 0.04% | +80+20.1% | Added |
| NTV Asset Management LLC | 476 | $235.7K | 0.03% | +476 | New |
| Monticello Wealth Management, LLC | 475 | $235.3K | 0.02% | +83+21.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 475 | $235.0K | 0.00% | +475 | New |
| Morris Financial Concepts, Inc. | 474 | $234.8K | 0.10% | +9+1.9% | Added |
| Ulland Investment Advisors, LLC | 473 | $234.0K | 0.20% | −265−35.9% | Reduced |
| Apexium Financial, LP | 472 | $233.8K | 0.01% | +56+13.5% | Added |
| Cove Private Wealth, LLC | 469 | $232.3K | 0.12% | +469 | New |
| Southland Equity Partners LLC | 468 | $231.8K | 0.05% | −6−1.3% | Reduced |
| Stephens Investment Management Group LLC | 464 | $229.8K | 0.00% | 00.0% | Unchanged |
| Heirloom Wealth Management | 464 | $229.8K | 0.07% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 462 | $228.8K | 0.02% | −5−1.1% | Reduced |
| Cherrydale Wealth Management, LLC | 462 | $228.8K | 0.09% | −3−0.6% | Reduced |
| Seldon Capital LP | 462 | $228.8K | 0.14% | 00.0% | Unchanged |
| Mason & Associates Inc | 462 | $228.8K | 0.06% | +30+6.9% | Added |
| PUREfi Wealth, LLC | 462 | $228.8K | 0.23% | +462 | New |
| Opal Wealth Advisors, LLC | 461 | $228.3K | 0.07% | −51−10.0% | Reduced |
| Genesis Private Wealth, LLC | 461 | $228.3K | 0.12% | +461 | New |
| Warren Street Wealth Advisors, LLC | 460 | $227.8K | 0.09% | −7−1.5% | Reduced |
| Center for Financial Planning, Inc. | 458 | $226.8K | 0.03% | 00.0% | Unchanged |
| GDS Wealth Management | 458 | $226.8K | 0.02% | +458 | New |
| denkapparat Operations GmbH | 458 | $226.8K | 0.24% | +458 | New |
| Charter Oak Capital Management, LLC | 457 | $226.4K | 0.02% | +8+1.8% | Added |
| ASB Consultores, LLC | 457 | $226.3K | 0.15% | −411−47.4% | Reduced |
| Private Wealth Asset Management, LLC | 457 | $226.3K | 0.03% | +457 | New |
| Centric Wealth Management | 456 | $225.8K | 0.06% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 456 | $225.8K | 0.04% | +9+2.0% | Added |
| Indiana Trust & Investment Management CO | 455 | $225.3K | 0.08% | −45−9.0% | Reduced |
| Schmidt P J Investment Management Inc | 455 | $225.3K | 0.04% | +25+5.8% | Added |
| J.Safra Asset Management Corp | 454 | $224.9K | 0.02% | −49−9.7% | Reduced |
| Welch Group, LLC | 457 | $224.8K | 0.01% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 453 | $224.4K | 0.09% | +17+3.9% | Added |
| Tableaux LLC | 453 | $224.4K | 0.16% | +453 | New |
| Breakwater Investment Management | 451 | $223.4K | 0.10% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 450 | $222.9K | 0.14% | +450 | New |
| Wills Financial Group LLC | 450 | $222.9K | 0.10% | +450 | New |
| Bennett Selby Investments LP | 449 | $222.4K | 0.09% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 447 | $221.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 424 | $221.3K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 445 | $220.2K | 0.12% | −5−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 444 | $219.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 443 | $219.4K | 0.21% | −36−7.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 443 | $219.4K | 0.05% | +443 | New |
| Capital Performance Advisors LLP | 442 | $219.1K | 0.05% | +442 | New |
| Cyrus J. Lawrence, LLC | 441 | $218.0K | 0.83% | +441 | New |
| Crown Wealth Group, LLC | 440 | $217.9K | 0.11% | +20+4.8% | Added |
| Five Oceans Advisors | 439 | $217.4K | 0.10% | +5+1.2% | Added |
| Courage Miller Partners, LLC | 438 | $216.9K | 0.07% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 473 | $216.5K | 0.10% | +473 | New |
| Obermeyer Wood Investment Counsel, LLLP | 437 | $216.4K | 0.01% | +17+4.0% | Added |
| Prossimo Advisors, LLC | 436 | $216.0K | 0.16% | −11−2.5% | Reduced |
| Avantra Family Wealth, Inc. | 436 | $216.0K | 0.21% | +3+0.7% | Added |
| CFO4Life Group, LLC | 436 | $215.9K | 0.04% | +20+4.8% | Added |
| Berkeley Capital Partners, LLC | 434 | $214.9K | 0.06% | −1−0.2% | Reduced |
| Continuum Advisory, LLC | 433 | $214.5K | 0.03% | +20+4.8% | Added |
| Montz Harcus Wealth Management LLC | 430 | $213.0K | 0.12% | +11+2.6% | Added |
| Capital Analysts, LLC | 427 | $212.0K | 0.01% | +46+12.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 428 | $212.0K | 0.09% | −50−10.5% | Reduced |
| Auxano Advisors, LLC | 428 | $212.0K | 0.06% | −36−7.8% | Reduced |
| Green Harvest Asset Management LLC | 428 | $212.0K | 0.01% | +5+1.2% | Added |
| Second Line Capital, LLC | 427 | $211.5K | 0.05% | −151−26.1% | Reduced |
| Keyvantage Wealth, LLC | 427 | $211.5K | 0.10% | −93−17.9% | Reduced |
| Luts & Greenleigh Group, Inc | 426 | $211.0K | 0.21% | +2+0.5% | Added |
| Reston Wealth Management LLC | 426 | $211.0K | 0.09% | +9+2.2% | Added |