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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 425 | $210.5K | 0.05% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 423 | $209.5K | 0.03% | 00.0% | Unchanged |
| Matisse Capital | 423 | $209.5K | 0.11% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 427 | $209.3K | 0.09% | 00.0% | Unchanged |
| TABR Capital Management, LLC | 422 | $209.0K | 0.22% | +422 | New |
| Allium Financial Advisors, LLC | 422 | $209.0K | 0.19% | +422 | New |
| Arvest Bank Trust Division | 421 | $208.5K | 0.01% | −1−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 420 | $208.0K | 0.03% | +420 | New |
| Robinson Smith Wealth Advisors LLC | 420 | $208.0K | 0.17% | +420 | New |
| Midland Wealth Advisors LLC | 419 | $207.5K | 0.01% | −40−8.7% | Reduced |
| Griffin Asset Management, Inc. | 419 | $207.5K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 418 | $207.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 417 | $206.5K | 0.05% | +2+0.5% | Added |
| Lake Street Financial LLC | 416 | $206.0K | 0.03% | −20−4.6% | Reduced |
| Breed's Hill Capital LLC | 416 | $205.9K | 0.11% | 00.0% | Unchanged |
| Riverview Trust Co | 415 | $205.5K | 0.20% | −6−1.4% | Reduced |
| LifeWealth Investments, LLC | 415 | $205.5K | 0.05% | +415 | New |
| JB Capital LLC | 412 | $204.3K | 0.01% | −5−1.2% | Reduced |
| Financial Partners Group, Inc | 412 | $204.1K | 0.03% | −16−3.7% | Reduced |
| Cary Street Partners Financial LLC | 412 | $204.1K | 0.01% | −9−2.1% | Reduced |
| Elyxium Wealth, LLC | 412 | $204.1K | 0.09% | +412 | New |
| Private Wealth Advisors | 411 | $203.6K | 0.09% | 00.0% | Unchanged |
| Marion Wealth Management | 410 | $203.1K | 0.05% | +24+6.2% | Added |
| 3Chopt Investment Partners, LLC | 410 | $203.1K | 0.05% | +410 | New |
| Hudson Capital Management LLC | 409 | $202.6K | 0.06% | +9+2.3% | Added |
| Register Financial Advisors LLC | 409 | $202.6K | 0.11% | +409 | New |
| Everstar Asset Management, LLC | 408 | $202.1K | 0.13% | 00.0% | Unchanged |
| Motive Wealth Advisors | 407 | $201.6K | 0.11% | −23−5.3% | Reduced |
| Princeton Capital Management LLC | 407 | $201.6K | 0.07% | 00.0% | Unchanged |
| Clifford Group, LLC | 407 | $201.6K | 0.19% | +10+2.5% | Added |
| Buckhead Capital Management LLC | 405 | $200.6K | 0.06% | −8−1.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 405 | $200.6K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 405 | $200.6K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 404 | $200.1K | 0.02% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 404 | $200.1K | 0.08% | +404 | New |
| Paradigm Asset Management Co LLC | 400 | $198.1K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 393 | $194.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 392 | $194.1K | 0.11% | −14−3.4% | Reduced |
| Rise Advisors, LLC | 378 | $187.2K | 0.08% | +20+5.6% | Added |
| Adalta Capital Management LLC | 375 | $185.7K | 0.10% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 375 | $185.7K | 0.13% | +355+1,775.0% | Added |
| Curat Global, LLC | 360 | $178.3K | 0.22% | +360 | New |
| ORG Partners LLC | 357 | $177.2K | 0.04% | +65+22.3% | Added |
| Ameliora Wealth Management Ltd. | 350 | $173.3K | 0.07% | +314+872.2% | Added |
| Richardson Financial Services Inc. | 347 | $171.9K | 0.13% | +30+9.5% | Added |
| Nemes Rush Group LLC | 344 | $170.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 341 | $168.9K | 0.02% | +26+8.3% | Added |
| BIT Capital GmbH | 329 | $162.9K | 0.02% | +195+145.5% | Added |
| Rosenberg Matthew Hamilton | 321 | $159.0K | 0.04% | −24−7.0% | Reduced |
| Rakuten Securities, Inc. | 317 | $157.0K | 0.08% | −181−36.3% | Reduced |
| Cito Capital Group, LLC | 312 | $155.0K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Services | 303 | $150.1K | 0.05% | +81+36.5% | Added |
| Quest Partners LLC | 297 | $147.1K | 0.02% | −1,885−86.4% | Reduced |
| American National Bank | 293 | $145.1K | 0.02% | +48+19.6% | Added |
| Glen Eagle Advisors, LLC | 283 | $140.2K | 0.02% | −75−20.9% | Reduced |
| NBC Securities, Inc. | 273 | $135.0K | 0.01% | +273 | New |
| Cove Street Capital, LLC | 270 | $133.7K | 0.21% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 270 | $133.7K | 0.05% | +270 | New |
| Atlantic Trust, LLC | 260 | $128.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 259 | $128.3K | 0.00% | +24+10.2% | Added |
| Financial Life Planners | 253 | $125.3K | 0.12% | +97+62.2% | Added |
| Berbice Capital Management LLC | 250 | $123.8K | 0.11% | +200+400.0% | Added |
| Tortoise Investment Management, LLC | 248 | $122.8K | 0.01% | −87−26.0% | Reduced |
| Raleigh Capital Management Inc. | 248 | $122.8K | 0.06% | −70−22.0% | Reduced |
| North Star Investment Management Corp. | 247 | $122.3K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 244 | $121.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 235 | $116.4K | 0.01% | +49+26.3% | Added |
| Colonial Trust Co | 231 | $114.2K | 0.02% | −15−6.1% | Reduced |
| Wayfinding Financial, LLC | 232 | $114.0K | 0.05% | +232 | New |
| Security National Bank | 225 | $111.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 225 | $111.4K | 0.05% | +33+17.2% | Added |
| Inlight Wealth Management, LLC | 224 | $110.9K | 0.07% | +224 | New |
| Crewe Advisors LLC | 217 | $107.5K | 0.02% | −4−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 214 | $106.0K | 0.01% | +45+26.6% | Added |
| Garde Capital, Inc. | 210 | $104.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 204 | $101.0K | 0.03% | +181+787.0% | Added |
| Rossby Financial, LCC | 196 | $100.9K | 0.04% | +196 | New |
| Beacon Capital Management, LLC | 202 | $100.0K | 0.01% | +23+12.8% | Added |
| City State Bank | 200 | $99.1K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 191 | $94.6K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $94.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 190 | $93.0K | 0.02% | +130+216.7% | Added |
| NewSquare Capital LLC | 186 | $92.1K | 0.01% | +63+51.2% | Added |
| Toth Financial Advisory Corp | 183 | $90.6K | 0.01% | +3+1.7% | Added |
| Medallion Wealth Advisors, LLC | 181 | $89.8K | 0.04% | +36+24.8% | Added |
| Atwood & Palmer Inc | 175 | $86.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 168 | $83.0K | 0.00% | +2+1.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 167 | $83.0K | 0.07% | +138+475.9% | Added |
| Bell Investment Advisors, Inc | 167 | $82.7K | 0.02% | −3−1.8% | Reduced |
| Crowley Wealth Management, Inc. | 165 | $81.7K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 152 | $75.3K | 0.01% | +3+2.0% | Added |
| McIlrath & Eck, LLC | 149 | $73.8K | 0.01% | +7+4.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 147 | $72.8K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 140 | $69.3K | 0.37% | +140 | New |
| City Holding Co | 137 | $67.8K | 0.01% | +11+8.7% | Added |
| Rocky Mountain Advisers, LLC | 135 | $66.9K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 134 | $66.6K | 0.03% | +1+0.8% | Added |
| Sachetta, LLC | 132 | $65.4K | 0.03% | −1−0.8% | Reduced |
| Alpine Bank Wealth Management | 131 | $64.9K | 0.01% | +131 | New |
| VSM Wealth Advisory, LLC | 129 | $63.9K | 0.02% | 00.0% | Unchanged |