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
- 2,196
- +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
- 951 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 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $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 |
|---|---|---|---|---|---|
| Kessler Investment Group, LLC | 9,937 | $4.92M | 2.40% | +9,937 | New |
| Liberty Wealth Management LLC | 9,923 | $4.91M | 0.94% | +37+0.4% | Added |
| Legacy CG, LLC | 9,848 | $4.88M | 1.58% | +1,369+16.1% | Added |
| Lockheed Martin Investment Management Co | 9,830 | $4.87M | 0.20% | −240−2.4% | Reduced |
| Bahl & Gaynor Inc | 9,808 | $4.86M | 0.02% | −220−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 9,756 | $4.83M | 0.46% | −1,353−12.2% | Reduced |
| Spahn Wealth & Retirement LLC | 9,730 | $4.82M | 3.54% | +1,410+16.9% | Added |
| Cyndeo Wealth Partners, LLC | 9,713 | $4.81M | 0.32% | +927+10.6% | Added |
| Orion Capital Management LLC | 9,669 | $4.79M | 2.02% | −120−1.2% | Reduced |
| Richard Bernstein Advisors LLC | 9,582 | $4.75M | 0.11% | −458−4.6% | Reduced |
| Welch & Forbes LLC | 9,571 | $4.74M | 0.06% | −125−1.3% | Reduced |
| RiverFront Investment Group, LLC | 9,552 | $4.73M | 0.11% | +9,552 | New |
| Legato Capital Management LLC | 9,500 | $4.71M | 0.63% | +3,467+57.5% | Added |
| Oak Associates, Ltd | 9,405 | $4.66M | 0.35% | −1,618−14.7% | Reduced |
| Empowered Funds, LLC | 9,328 | $4.62M | 0.07% | −13,678−59.5% | Reduced |
| Neville Rodie & Shaw Inc | 9,317 | $4.62M | 0.36% | +20+0.2% | Added |
| Alcosta Capital Management, Inc. | 9,318 | $4.61M | 3.08% | −53−0.6% | Reduced |
| Diversify Wealth Management, LLC | 8,947 | $4.61M | 0.34% | +884+11.0% | Added |
| Saranac Partners Ltd | 7,066 | $4.60M | 2.62% | −2,071−22.7% | Reduced |
| Quadrant Capital Group LLC | 9,290 | $4.60M | 0.17% | +3,459+59.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,173 | $4.54M | 0.31% | +9,173 | New |
| Everence Capital Management Inc | 9,170 | $4.54M | 0.31% | −570−5.9% | Reduced |
| Wahed Invest LLC | 9,118 | $4.52M | 0.78% | +76+0.8% | Added |
| Citizens Financial Group Inc | 9,116 | $4.51M | 0.09% | −553−5.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,114 | $4.51M | 2.44% | −95−1.0% | Reduced |
| Carnegie Lake Advisors LLC | 9,075 | $4.50M | 1.82% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 9,053 | $4.48M | 0.12% | +3,249+56.0% | Added |
| Eisler Capital Management Ltd. | 8,993 | $4.46M | 0.13% | +8,993 | New |
| Howard Capital Management Inc. | 8,955 | $4.44M | 0.11% | −1,338−13.0% | Reduced |
| Sava Infond d.o.o. | 8,890 | $4.40M | 0.84% | −650−6.8% | Reduced |
| Axxcess Wealth Management, LLC | 8,888 | $4.40M | 0.12% | −594−6.3% | Reduced |
| SBI Securities Co., Ltd. | 8,799 | $4.36M | 0.15% | +173+2.0% | Added |
| Consolidated Planning Corp | 8,791 | $4.35M | 0.60% | +562+6.8% | Added |
| Stephens Inc | 8,774 | $4.35M | 0.06% | −169−1.9% | Reduced |
| Lee Johnson Capital Management, LLC | 8,740 | $4.33M | 2.29% | +411+4.9% | Added |
| Tandem Investment Advisors, Inc. | 8,738 | $4.33M | 0.15% | −1,216−12.2% | Reduced |
| Nwam LLC | 8,657 | $4.29M | 0.37% | −30−0.3% | Reduced |
| Patton Fund Management, Inc. | 8,656 | $4.29M | 1.04% | +8,656 | New |
| HighPoint Advisor Group LLC | 8,278 | $4.26M | 0.25% | +3,118+60.4% | Added |
| Sequoia Financial Advisors, LLC | 8,587 | $4.25M | 0.03% | +27+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,543 | $4.23M | 0.24% | +500+6.2% | Added |
| Vestcor Inc | 8,499 | $4.21M | 0.14% | −621−6.8% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $4.19M | 0.15% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 8,432 | $4.18M | 0.17% | +1,539+22.3% | Added |
| AE Wealth Management LLC | 8,407 | $4.16M | 0.04% | +2,066+32.6% | Added |
| Hodges Capital Management Inc. | 8,392 | $4.16M | 0.42% | −1,244−12.9% | Reduced |
| Wisconsin Capital Management LLC | 8,387 | $4.15M | 2.65% | −1,229−12.8% | Reduced |
| Thoroughbred Financial Services, LLC | 8,341 | $4.13M | 0.26% | +11+0.1% | Added |
| Jackson Square Partners, LLC | 8,331 | $4.13M | 0.55% | −1,905−18.6% | Reduced |
| WD Rutherford LLC | 8,380 | $4.09M | 2.18% | +70+0.8% | Added |
| National Asset Management, Inc. | 8,245 | $4.08M | 0.12% | +4,980+152.5% | Added |
| Sigma Planning Corp | 8,224 | $4.07M | 0.13% | −163−1.9% | Reduced |
| Capstone Investment Advisors, LLC | 8,222 | $4.07M | 0.04% | +2,804+51.8% | Added |
| Mitchell Capital Management Co | 8,216 | $4.07M | 0.78% | +8,216 | New |
| Univest Financial Corp | 8,209 | $4.07M | 0.27% | −1,206−12.8% | Reduced |
| Summit Financial, LLC | 8,200 | $4.06M | 0.11% | −227−2.7% | Reduced |
| Rockingstone Advisors LLC | 8,158 | $4.04M | 1.82% | −345−4.1% | Reduced |
| United Services Automobile Association | 8,212 | $4.04M | 0.12% | +8,212 | New |
| Affinity Wealth Management LLC | 8,136 | $4.03M | 0.75% | +184+2.3% | Added |
| Meeder Advisory Services, Inc. | 8,081 | $4.00M | 0.24% | +331+4.3% | Added |
| VestGen Advisors, LLC | 8,072 | $4.00M | 0.18% | +8,072 | New |
| Snowden Capital Advisors LLC | 8,066 | $3.99M | 0.13% | +470+6.2% | Added |
| Advisors Preferred, LLC | 8,031 | $3.99M | 0.54% | +8,031 | New |
| Principal Securities, Inc. | 7,632 | $3.98M | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,040 | $3.98M | 0.02% | −765−8.7% | Reduced |
| Summit Trail Advisors, LLC | 8,036 | $3.98M | 0.13% | +1,434+21.7% | Added |
| Panagora Asset Management Inc | 8,031 | $3.98M | 0.02% | −180−2.2% | Reduced |
| CAPROCK Group, Inc. | 8,016 | $3.97M | 0.12% | −1,025−11.3% | Reduced |
| Triglav Skladi, D.O.O. | 7,920 | $3.92M | 0.33% | +900+12.8% | Added |
| Adviser Investments LLC | 7,918 | $3.92M | 0.05% | +275+3.6% | Added |
| Generali Investments, Management Co LLC | 7,894 | $3.91M | 1.11% | −1,076−12.0% | Reduced |
| Signaturefd, LLC | 7,894 | $3.91M | 0.07% | +86+1.1% | Added |
| Ofi Invest Asset Management | 8,513 | $3.90M | 0.10% | +363+4.5% | Added |
| Dark Forest Capital Management LP | 7,870 | $3.90M | 0.18% | +4,304+120.7% | Added |
| Kovitz Investment Group Partners, LLC | 7,847 | $3.89M | 0.02% | −211−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 7,834 | $3.88M | 0.25% | −101−1.3% | Reduced |
| Merit Financial Group, LLC | 7,811 | $3.87M | 0.06% | +1,147+17.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,804 | $3.87M | 0.28% | −12−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 7,675 | $3.80M | 0.69% | 00.0% | Unchanged |
| PFG Advisors | 7,670 | $3.80M | 0.21% | +1,833+31.4% | Added |
| Oak Asset Management, LLC | 7,560 | $3.74M | 1.37% | −350−4.4% | Reduced |
| Illumine Investment Management, LLC | 7,553 | $3.74M | 3.06% | −34−0.4% | Reduced |
| Canal Capital Management, LLC | 7,536 | $3.73M | 0.62% | −794−9.5% | Reduced |
| Intrust Bank NA | 7,535 | $3.73M | 0.37% | +106+1.4% | Added |
| Procyon Private Wealth Partners, LLC | 7,534 | $3.73M | 0.23% | +790+11.7% | Added |
| Hilltop Holdings Inc. | 7,412 | $3.67M | 0.23% | +59+0.8% | Added |
| Atria Wealth Solutions, Inc. | 7,394 | $3.66M | 0.04% | −1,497−16.8% | Reduced |
| APG Asset Management US Inc. | 7,343 | $3.64M | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,350 | $3.64M | 1.40% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,331 | $3.63M | 0.01% | +281+4.0% | Added |
| Wendell David Associates Inc | 7,275 | $3.60M | 0.36% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,260 | $3.60M | 0.13% | −275−3.6% | Reduced |
| SummitTX Capital, L.P. | 7,195 | $3.56M | 0.16% | +7,195 | New |
| Azzad Asset Management Inc | 7,105 | $3.52M | 0.41% | +125+1.8% | Added |
| Good Life Advisors, LLC | 7,073 | $3.50M | 0.25% | +1,030+17.0% | Added |
| Guardian Capital LP | 7,055 | $3.49M | 0.14% | +462+7.0% | Added |
| TFR Capital, LLC. | 7,011 | $3.47M | 1.45% | +781+12.5% | Added |
| Prime Capital Investment Advisors, LLC | 7,002 | $3.47M | 0.04% | +1,593+29.5% | Added |
| Capital Asset Advisory Services LLC | 6,807 | $3.45M | 0.18% | +401+6.3% | Added |
| Transform Wealth, LLC | 6,900 | $3.42M | 0.21% | −1,305−15.9% | Reduced |