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, Q3 2025
Institutional positions in Intuitive Surgical Inc as of Sep 30, 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
- 2,115
- −117 vs. Q2 2025
- Shares held
- 293.3M
- −7.85M (−2.6%) vs. Q2 2025
- Total value
- $130.4B
- −$31.3B (−19.4%) vs. Q2 2025
- New holders
- 148
- 851 more added
- Sold out
- 265
- 814 more reduced
38 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | 575 | $257.2K | 0.12% | +575 | New |
| BridgePort Financial Solutions, LLC | 576 | $257.6K | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 576 | $257.6K | 0.01% | −45−7.2% | Reduced |
| Capital Performance Advisors LLP | 576 | $257.8K | 0.04% | +34+6.3% | Added |
| Robertson Stephens Wealth Management, LLC | 576 | $257.8K | 0.01% | −160−21.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 580 | $259.4K | 0.05% | 00.0% | Unchanged |
| Becker Capital Management Inc | 582 | $260.3K | 0.01% | −9−1.5% | Reduced |
| Jacobsen Capital Management | 584 | $261.2K | 0.09% | −31−5.0% | Reduced |
| Beckerman Institutional, LLC | 584 | $261.2K | 0.15% | −20−3.3% | Reduced |
| Smithfield Trust Co | 590 | $262.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 586 | $262.1K | 0.03% | −2,781−82.6% | Reduced |
| Princeton Capital Management LLC | 586 | $262.1K | 0.07% | −1−0.2% | Reduced |
| Second Line Capital, LLC | 586 | $262.1K | 0.05% | +66+12.7% | Added |
| Opal Wealth Advisors, LLC | 587 | $262.5K | 0.07% | +26+4.6% | Added |
| Fullerton Fund Management Co Ltd. | 588 | $263.0K | 0.01% | −73,320−99.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 589 | $263.4K | 0.02% | +2+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 589 | $263.4K | 0.14% | +11+1.9% | Added |
| One Wealth Capital Management, LLC | 589 | $263.4K | 0.12% | +69+13.3% | Added |
| Letson Investment Management, Inc. | 593 | $265.2K | 0.10% | 00.0% | Unchanged |
| Drake & Associates, LLC | 488 | $267.7K | 0.06% | −382−43.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 600 | $268.3K | 0.06% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 600 | $268.3K | 0.13% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $268.3K | 0.15% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 600 | $268.3K | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $268.3K | 0.04% | +600 | New |
| Lord, Abbett & Co. LLC | 607 | $271.0K | 0.00% | −314,170−99.8% | Reduced |
| Ewa, LLC | 608 | $271.9K | 0.08% | −59−8.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 610 | $272.8K | 0.06% | +610 | New |
| Eagle Strategies LLC | 610 | $272.8K | 0.04% | +610 | New |
| GPS Wealth Strategies Group, LLC | 611 | $273.3K | 0.03% | −65−9.6% | Reduced |
| Beaumont Financial Advisors, LLC | 611 | $273.3K | 0.02% | −9−1.5% | Reduced |
| Waldron Private Wealth LLC | 612 | $273.7K | 0.01% | −157−20.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 612 | $273.7K | 0.06% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 613 | $274.2K | 0.06% | 00.0% | Unchanged |
| New Republic Capital, LLC | 614 | $274.6K | 0.08% | −38−5.8% | Reduced |
| Permanent Capital Management, LP | 614 | $274.6K | 0.05% | +614 | New |
| Anderson Financial Strategies, LLC | 615 | $275.0K | 0.16% | 00.0% | Unchanged |
| Promus Capital, LLC | 616 | $275.5K | 0.18% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 616 | $275.5K | 0.02% | +25+4.2% | Added |
| SIH Partners, LLLP | 620 | $277.3K | 0.02% | +620 | New |
| Indiana Trust & Investment Management CO | 625 | $279.5K | 0.09% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 631 | $282.2K | 0.08% | −32−4.8% | Reduced |
| Equity Wealth Partners, LLC | 634 | $283.5K | 0.23% | +634 | New |
| Mokosak Advisory Group, LLC | 636 | $284.4K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 638 | $285.3K | 0.02% | −81−11.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 642 | $287.1K | 0.07% | +642 | New |
| Cassaday & Co Wealth Management LLC | 642 | $287.1K | 0.01% | −75−10.5% | Reduced |
| Fortitude Family Office, LLC | 642 | $287.1K | 0.08% | −9−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 644 | $288.0K | 0.08% | −75−10.4% | Reduced |
| Aries Wealth Management | 645 | $288.5K | 0.07% | +137+27.0% | Added |
| Wall Street Financial Group, Inc. | 647 | $289.4K | 0.21% | +156+31.8% | Added |
| Gallacher Capital Management LLC | 648 | $290.0K | 0.11% | +648 | New |
| Virtue Capital Management, LLC | 4,463 | $290.1K | 0.06% | +3,093+225.8% | Added |
| First National Bank of Omaha | 650 | $290.7K | 0.02% | 00.0% | Unchanged |
| Putney Financial Group LLC | 650 | $290.7K | 0.29% | −32−4.7% | Reduced |
| Pasadena Private Wealth, LLC | 651 | $291.1K | 0.04% | +651 | New |
| Navigoe, LLC | 655 | $292.0K | 0.19% | 00.0% | Unchanged |
| Causey Wealth LLC | 653 | $292.0K | 0.14% | 00.0% | Unchanged |
| Emprise Bank | 653 | $292.0K | 0.13% | +653 | New |
| Rodgers Brothers Inc. | 657 | $293.8K | 0.04% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 658 | $294.3K | 0.02% | −47−6.7% | Reduced |
| Atlas Brown,Inc. | 659 | $294.6K | 0.09% | −188−22.2% | Reduced |
| Family Management Corp | 659 | $294.7K | 0.04% | −18−2.7% | Reduced |
| Hemenway Trust Co LLC | 662 | $296.1K | 0.02% | −2−0.3% | Reduced |
| Webster Bank, N. A. | 663 | $296.5K | 0.03% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 665 | $297.4K | 0.10% | −158−19.2% | Reduced |
| Great Diamond Partners, LLC | 666 | $297.9K | 0.06% | −77−10.4% | Reduced |
| Dividend Assets Capital, LLC | 668 | $298.8K | 0.05% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 668 | $298.8K | 0.01% | +113+20.4% | Added |
| Viewpoint Capital Management LLC | 675 | $301.9K | 0.13% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 678 | $303.2K | 0.13% | −2−0.3% | Reduced |
| Essex Savings Bank | 683 | $305.4K | 0.07% | −8−1.2% | Reduced |
| IFC Advisors LLC | 684 | $305.9K | 0.06% | −38−5.3% | Reduced |
| Caxton Associates LLP | 684 | $305.9K | 0.01% | +684 | New |
| Finer Wealth Management, Inc. | 692 | $309.5K | 0.15% | −61−8.1% | Reduced |
| Capital Investment Advisory Services, LLC | 692 | $309.5K | 0.02% | +47+7.3% | Added |
| Prentice Wealth Management LLC | 695 | $310.8K | 0.08% | +695 | New |
| Traveka Wealth, LLC | 699 | $312.5K | 0.14% | −30−4.1% | Reduced |
| Parkside Investments, LLC | 700 | $313.1K | 0.04% | 00.0% | Unchanged |
| Promethium Advisors,llc | 700 | $313.1K | 0.18% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 701 | $313.5K | 0.03% | −705−50.1% | Reduced |
| Kera Capital Partners, Inc. | 702 | $314.0K | 0.05% | −124−15.0% | Reduced |
| Claro Advisors LLC | 704 | $314.7K | 0.05% | −23−3.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 704 | $314.9K | 0.01% | −875−55.4% | Reduced |
| Elevatus Welath Management | 705 | $315.3K | 0.09% | −7,487−91.4% | Reduced |
| Morling Financial Advisors, LLC | 705 | $315.3K | 0.10% | −31−4.2% | Reduced |
| Cove Private Wealth, LLC | 708 | $316.6K | 0.10% | 00.0% | Unchanged |
| Crews Bank & Trust | 708 | $316.6K | 0.05% | +18+2.6% | Added |
| Sunflower Bank, N.A. | 708 | $316.6K | 0.08% | +87+14.0% | Added |
| Cambria Investment Management, L.P. | 711 | $318.0K | 0.02% | +711 | New |
| Dearborn Partners LLC | 713 | $318.9K | 0.01% | −225−24.0% | Reduced |
| Burton Enright Welch | 713 | $318.9K | 0.05% | −17−2.3% | Reduced |
| Dunhill Financial, LLC | 716 | $320.2K | 0.08% | +1+0.1% | Added |
| Secure Asset Management, LLC | 732 | $320.6K | 0.05% | −142−16.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 717 | $320.7K | 0.01% | −33−4.4% | Reduced |
| AGH Wealth Advisors, LLC | 720 | $322.0K | 0.24% | −17−2.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 720 | $322.0K | 0.06% | +720 | New |
| Cache Advisors, LLC | 727 | $325.1K | 0.06% | +50+7.4% | Added |
| KC Investment Advisors, LLC | 595 | $325.2K | 0.09% | −1,657−73.6% | Reduced |
| D.B. Root & Company, LLC | 729 | $326.0K | 0.08% | −290−28.5% | Reduced |