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 |
|---|---|---|---|---|---|
| Strategic Advocates LLC | 6,888 | $3.41M | 1.19% | −905−11.6% | Reduced |
| TD Private Client Wealth LLC | 6,832 | $3.38M | 0.09% | +2,844+71.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,901 | $3.37M | 0.03% | −783−10.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,795 | $3.36M | 0.10% | +6,252+1,151.4% | Added |
| New Age Alpha Advisors, LLC | 6,762 | $3.35M | 0.15% | +4,658+221.4% | Added |
| Scott & Selber, Inc. | 6,748 | $3.34M | 1.07% | +5+0.1% | Added |
| HM Payson & Co | 6,706 | $3.32M | 0.06% | −1,876−21.9% | Reduced |
| Walleye Trading LLC | 6,704 | $3.32M | 0.09% | −7,491−52.8% | Reduced |
| First Bank & Trust | 6,704 | $3.32M | 0.64% | −498−6.9% | Reduced |
| Central Pacific Bank - Trust Division | 6,698 | $3.32M | 0.46% | +207+3.2% | Added |
| Ostrum Asset Management | 6,682 | $3.31M | 0.17% | −306−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 6,643 | $3.29M | 0.10% | +2,935+79.2% | Added |
| Winton Group Ltd | 6,626 | $3.28M | 0.20% | +4,670+238.8% | Added |
| First Horizon Advisors, Inc. | 6,620 | $3.28M | 0.09% | +16+0.2% | Added |
| First Financial Bankshares Inc | 6,616 | $3.28M | 0.07% | +336+5.4% | Added |
| Advisors Capital Management, LLC | 6,590 | $3.26M | 0.05% | +3,678+126.3% | Added |
| Haven Capital Group, Inc. | 6,531 | $3.23M | 3.56% | +360+5.8% | Added |
| Papamarkou Wellner Asset Management inc. | 6,529 | $3.23M | 2.25% | −129−1.9% | Reduced |
| GWN Securities Inc. | 5,738 | $3.22M | 0.18% | +5,200+966.5% | Added |
| Daymark Wealth Partners, LLC | 6,490 | $3.21M | 0.14% | −39−0.6% | Reduced |
| Highland Capital Management, LLC | 6,462 | $3.20M | 0.19% | +143+2.3% | Added |
| Herold Advisors, Inc. | 6,450 | $3.19M | 0.70% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,432 | $3.17M | 0.16% | +330+5.4% | Added |
| Exome Asset Management LLC | 6,358 | $3.15M | 2.82% | −1,069−14.4% | Reduced |
| Leonteq Securities AG | 6,408 | $3.14M | 0.24% | +2,576+67.2% | Added |
| MUFG Securities Americas Inc. | 6,313 | $3.13M | 0.36% | +1,054+20.0% | Added |
| Stratos Wealth Advisors, LLC | 6,215 | $3.08M | 0.17% | −4−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 6,192 | $3.07M | 0.45% | −29−0.5% | Reduced |
| GAMMA Investing LLC | 6,115 | $3.03M | 0.23% | +518+9.3% | Added |
| Ascent Group, LLC | 6,102 | $3.02M | 0.13% | +284+4.9% | Added |
| Fairfield Financial Advisors, LTD | 6,090 | $3.02M | 1.14% | +1,169+23.8% | Added |
| Westpac Banking Corp | 6,081 | $3.01M | 0.22% | +410+7.2% | Added |
| Whitener Capital Management, Inc. | 6,079 | $3.01M | 0.85% | +808+15.3% | Added |
| Equitable Holdings, Inc. | 6,047 | $2.99M | 0.03% | +875+16.9% | Added |
| King Luther Capital Management Corp | 6,026 | $2.98M | 0.01% | +119+2.0% | Added |
| Cookson Peirce & Co Inc | 5,963 | $2.95M | 0.15% | +678+12.8% | Added |
| Accurate Wealth Management, LLC | 5,975 | $2.95M | 0.56% | −3−0.1% | Reduced |
| Clare Market Investments LLC | 5,932 | $2.94M | 0.77% | +1,088+22.5% | Added |
| Oak Harvest Investment Services | 5,928 | $2.94M | 0.41% | −3,404−36.5% | Reduced |
| Moody National Bank Trust Division | 5,895 | $2.92M | 0.30% | −110−1.8% | Reduced |
| Davis R M Inc | 5,879 | $2.91M | 0.06% | +4,371+289.9% | Added |
| Numerai GP LLC | 5,848 | $2.90M | 0.55% | +5,848 | New |
| Kornitzer Capital Management Inc | 5,832 | $2.89M | 0.06% | +18+0.3% | Added |
| RMR Wealth Builders | 5,829 | $2.89M | 0.30% | +130+2.3% | Added |
| Clarity Capital Partners LLC | 5,815 | $2.88M | 1.16% | +43+0.7% | Added |
| Broadwater Capital Management LLC | 5,772 | $2.86M | 2.24% | 00.0% | Unchanged |
| Kampmann Melissa S. | 5,763 | $2.85M | 2.26% | +50+0.9% | Added |
| Savant Capital, LLC | 5,741 | $2.84M | 0.02% | −1,062−15.6% | Reduced |
| Falcon Wealth Planning | 5,730 | $2.84M | 0.32% | +27+0.5% | Added |
| Blue Sky Capital Consultants Group, Inc. | 5,704 | $2.83M | 1.85% | +5,049+770.8% | Added |
| Claret Asset Management Corp | – | $2.82M | 0.41% | – | – |
| IFP Advisors, Inc | 5,658 | $2.80M | 0.09% | +3,484+160.3% | Added |
| Marvin & Palmer Associates Inc | 5,644 | $2.80M | 4.17% | −6,076−51.8% | Reduced |
| Tower View Investment Management & Research LLC | 5,628 | $2.79M | 1.62% | −80−1.4% | Reduced |
| Eastern Bank | 5,601 | $2.77M | 0.05% | +1,335+31.3% | Added |
| Trinity Legacy Partners, LLC | 4,914 | $2.77M | 0.70% | +4,064+478.1% | Added |
| Quantitative Investment Management, LLC | 5,595 | $2.77M | 0.25% | −8,185−59.4% | Reduced |
| CenterBook Partners LP | 5,511 | $2.73M | 0.17% | +4,994+966.0% | Added |
| Integrated Wealth Concepts LLC | 5,494 | $2.72M | 0.03% | −36−0.7% | Reduced |
| Change Path, LLC | 5,472 | $2.71M | 0.08% | +486+9.7% | Added |
| Ingalls & Snyder LLC | 5,470 | $2.71M | 0.09% | +708+14.9% | Added |
| Meiji Yasuda Life Insurance Co | 5,457 | $2.70M | 0.05% | −389−6.7% | Reduced |
| Diversified Trust Co | 5,401 | $2.67M | 0.07% | +1,018+23.2% | Added |
| Benjamin Edwards Inc | 5,388 | $2.67M | 0.04% | −7,525−58.3% | Reduced |
| Csenge Advisory Group | 5,527 | $2.67M | 0.15% | +3,267+144.6% | Added |
| HWG Holdings LP | 5,386 | $2.67M | 1.19% | +5,386 | New |
| Harbor Investment Advisory, LLC | 5,384 | $2.67M | 0.26% | +2,749+104.3% | Added |
| Element Capital Management LLC | 5,357 | $2.65M | 0.66% | +5,357 | New |
| Conway Capital Management, Inc. | 5,354 | $2.65M | 1.33% | +403+8.1% | Added |
| Hills Bank & Trust Co | 5,335 | $2.64M | 0.19% | −83−1.5% | Reduced |
| Old National Bancorp | 5,295 | $2.62M | 0.07% | +845+19.0% | Added |
| STF Management LP | 5,294 | $2.62M | 1.26% | −10−0.2% | Reduced |
| Scotia Capital Inc. | 5,251 | $2.60M | 0.01% | +85+1.6% | Added |
| Sectoral Asset Management Inc | 5,250 | $2.60M | 2.02% | +2,200+72.1% | Added |
| LMR Partners LLP | 5,250 | $2.60M | 0.05% | +1,724+48.9% | Added |
| Scientech Research LLC | 5,238 | $2.59M | 0.69% | +2,684+105.1% | Added |
| Parallax Volatility Advisers, L.P. | 5,235 | $2.59M | 0.08% | −1,349−20.5% | Reduced |
| Segment Wealth Management, LLC | 5,230 | $2.59M | 0.18% | +178+3.5% | Added |
| Close Asset Management Ltd | 5,229 | $2.59M | 0.07% | +151+3.0% | Added |
| Suvretta Capital Management, LLC | 5,200 | $2.58M | 0.10% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5,198 | $2.57M | 0.31% | −406−7.2% | Reduced |
| Harbor Capital Advisors, Inc. | 5,177 | $2.56M | 0.12% | −1,829−26.1% | Reduced |
| Fox Hill Wealth Management | 5,154 | $2.55M | 1.51% | +103+2.0% | Added |
| Legacy Wealth Asset Management, LLC | 5,145 | $2.55M | 0.70% | −191−3.6% | Reduced |
| Gallagher Capital Advisors, LLC | 5,143 | $2.55M | 1.94% | −11−0.2% | Reduced |
| Everett Harris & Co | 5,133 | $2.54M | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,130 | $2.54M | 0.13% | +35+0.7% | Added |
| S&CO Inc | 5,121 | $2.54M | 0.17% | +2,876+128.1% | Added |
| Black Swift Group, LLC | 5,108 | $2.53M | 0.57% | +508+11.0% | Added |
| Wealthcare Advisory Partners LLC | 5,060 | $2.51M | 0.07% | +1,056+26.4% | Added |
| Court Place Advisors, LLC | 5,040 | $2.50M | 0.83% | −120−2.3% | Reduced |
| Blue Fin Capital, Inc. | 5,015 | $2.48M | 0.48% | +3,418+214.0% | Added |
| Goelzer Investment Management, Inc. | 5,013 | $2.48M | 0.14% | −1,399−21.8% | Reduced |
| Jefferies Financial Group Inc. | 4,984 | $2.47M | 0.04% | +40+0.8% | Added |
| Avestar Capital, LLC | 4,975 | $2.46M | 0.23% | +4+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 4,970 | $2.46M | 0.87% | −50−1.0% | Reduced |
| Texas Yale Capital Corp. | 4,951 | $2.45M | 0.10% | +21+0.4% | Added |
| Vivid Wealth Management, LLC | 4,929 | $2.44M | 1.22% | +50+1.0% | Added |
| Cullinan Associates Inc | 4,900 | $2.43M | 0.17% | 00.0% | Unchanged |
| Account Management LLC | 4,875 | $2.41M | 2.66% | 00.0% | Unchanged |