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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 927 | $414.6K | 0.03% | −55−5.6% | Reduced |
| Yukon Wealth Management, Inc. | 928 | $415.0K | 0.14% | +14+1.5% | Added |
| FSM Wealth Advisors, LLC | 930 | $415.8K | 0.06% | +27+3.0% | Added |
| Laffer Tengler Investments | 930 | $415.9K | 0.07% | −195−17.3% | Reduced |
| Cross Staff Investments Inc | 936 | $418.6K | 0.29% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 937 | $419.1K | 0.01% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 942 | $421.3K | 0.14% | 00.0% | Unchanged |
| Citizens Business Bank | 948 | $424.0K | 0.07% | +948 | New |
| Custom Index Systems, LLC | 949 | $424.4K | 0.13% | +359+60.8% | Added |
| Ledgewood Wealth Advisors, LLC | 950 | $424.9K | 0.25% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 951 | $425.3K | 0.39% | +229+31.7% | Added |
| Bay Capital Advisors, LLC | 954 | $426.7K | 0.28% | −2−0.2% | Reduced |
| Fortune Financial Advisors, LLC | 956 | $427.6K | 0.32% | +100+11.7% | Added |
| Resurgent Financial Advisors LLC | 959 | $428.9K | 0.21% | −1,739−64.5% | Reduced |
| Onefund, LLC | 961 | $429.8K | 0.28% | +31+3.3% | Added |
| KFG Wealth Management, LLC | 963 | $430.7K | 0.06% | +8+0.8% | Added |
| Avion Wealth | 964 | $431.0K | 0.09% | −20−2.0% | Reduced |
| Proactive Wealth Strategies LLC | 967 | $432.5K | 0.19% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 968 | $433.0K | 0.19% | +40+4.3% | Added |
| Johnson Financial Group, Inc. | 969 | $433.4K | 0.02% | +194+25.0% | Added |
| Invesco, LLC | 971 | $434.3K | 0.15% | −39−3.9% | Reduced |
| Schnieders Capital Management, LLC. | 973 | $435.2K | 0.08% | +973 | New |
| Optas, LLC | 975 | $436.0K | 0.07% | +256+35.6% | Added |
| Oak Harbor Wealth Partners, LLC | 978 | $437.4K | 0.11% | −674−40.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,000 | $439.2K | 0.04% | −21−2.1% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 987 | $441.4K | 0.15% | 00.0% | Unchanged |
| Centennial Bank | 989 | $442.3K | 0.17% | −1,005−50.4% | Reduced |
| Modern Wealth Management, LLC | 989 | $442.3K | 0.01% | −213−17.7% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $442.8K | 0.14% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 992 | $443.7K | 0.24% | −92−8.5% | Reduced |
| Oxford Asset Management LLP | 992 | $443.7K | 0.15% | +492+98.4% | Added |
| Impact Investors, Inc | 992 | $443.7K | 0.29% | −449−31.2% | Reduced |
| Guyasuta Investment Advisors Inc | 993 | $444.1K | 0.03% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 995 | $445.0K | 0.07% | +82+9.0% | Added |
| Valmark Advisers, Inc. | 996 | $445.4K | 0.01% | +7+0.7% | Added |
| Rossmore Private Capital | 998 | $446.3K | 0.05% | +20+2.0% | Added |
| Alphadyne Asset Management LP | 998 | $446.3K | 0.30% | +998 | New |
| Warther Private Wealth, LLC | 1,000 | $447.2K | 0.11% | −7−0.7% | Reduced |
| Hobbs Group Advisors, LLC | 1,002 | $448.1K | 0.14% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,005 | $449.0K | 0.01% | +975+3,250.0% | Added |
| Stokes Family Office, LLC | 1,005 | $449.5K | 0.04% | +5+0.5% | Added |
| SFMG, LLC | 1,006 | $449.7K | 0.03% | +586+139.5% | Added |
| 44 Wealth Management LLC | 1,006 | $449.9K | 0.15% | −3−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,008 | $450.8K | 0.02% | −131−11.5% | Reduced |
| Avidian Wealth Solutions, LLC | 1,008 | $450.8K | 0.02% | −2−0.2% | Reduced |
| BlueStem Wealth Partners, LLC | 1,013 | $453.0K | 0.05% | −2−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,014 | $453.5K | 0.12% | −65−6.0% | Reduced |
| Personal Cfo Solutions, LLC | 1,015 | $453.9K | 0.08% | +29+2.9% | Added |
| Everpar Advisors LLC | 1,016 | $454.4K | 0.18% | −251−19.8% | Reduced |
| Sylvest Advisors, LLC | 1,019 | $455.7K | 0.24% | −200−16.4% | Reduced |
| Sentry Investment Management LLC | 1,025 | $459.0K | 0.31% | −778−43.2% | Reduced |
| Sand Hill Global Advisors, LLC | 1,027 | $459.3K | 0.02% | +1,027 | New |
| 1776 Wealth LLC | 1,028 | $459.8K | 0.18% | −405−28.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $460.2K | 0.02% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1,030 | $460.6K | 0.14% | −165−13.8% | Reduced |
| Visionary Wealth Advisors | 1,031 | $461.1K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 1,032 | $461.5K | 0.05% | −67−6.1% | Reduced |
| Carroll Investors, Inc | 1,033 | $462.0K | 0.22% | +101+10.8% | Added |
| Chilton Investment Co LLC | 1,034 | $462.4K | 0.01% | +293+39.5% | Added |
| First Foundation Advisors | 1,039 | $464.7K | 0.02% | +242+30.4% | Added |
| Palisade Asset Management, LLC | 1,042 | $466.0K | 0.04% | +5+0.5% | Added |
| Brady Martz Wealth Solutions, LLC | 1,042 | $466.0K | 0.08% | +17+1.7% | Added |
| Ameliora Wealth Management Ltd. | 1,042 | $466.0K | 0.16% | +235+29.1% | Added |
| Cladis Investment Advisory, LLC | 1,045 | $467.4K | 0.27% | +1,045 | New |
| Ipswich Investment Management Co., Inc. | 1,048 | $468.7K | 0.11% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,054 | $471.4K | 0.08% | −68−6.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,054 | $471.4K | 0.01% | −113−9.7% | Reduced |
| Evercore Wealth Management, LLC | 1,060 | $474.1K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,060 | $474.1K | 0.03% | +21+2.0% | Added |
| Parcion Private Wealth LLC | 1,065 | $476.3K | 0.03% | −41−3.7% | Reduced |
| Naples Global Advisors, LLC | 1,066 | $476.7K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,067 | $477.2K | 0.11% | +95+9.8% | Added |
| ZWJ Investment Counsel Inc | 1,071 | $479.0K | 0.02% | −79−6.9% | Reduced |
| Bailard, Inc. | 1,073 | $479.9K | 0.01% | −125−10.4% | Reduced |
| BlueSpruce Investments, LP | 1,073 | $479.9K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,077 | $481.7K | 0.06% | +203+23.2% | Added |
| Apriem Advisors | 1,078 | $482.1K | 0.05% | −90−7.7% | Reduced |
| Nikulski Financial, Inc. | 1,081 | $483.5K | 0.12% | +1,081 | New |
| Goelzer Investment Management, Inc. | 1,084 | $484.8K | 0.03% | −3,910−78.3% | Reduced |
| Sonora Investment Management Group, LLC | 1,086 | $485.7K | 0.03% | −7−0.6% | Reduced |
| Rainier Family Wealth Inc | 1,087 | $486.1K | 0.43% | +250+29.9% | Added |
| Allen Capital Group, LLC | 1,088 | $486.6K | 0.05% | −167−13.3% | Reduced |
| Blueshift Asset Management, LLC | 1,089 | $487.0K | 0.15% | +1,089 | New |
| Drive Wealth Management, LLC | 1,089 | $487.1K | 0.10% | −350−24.3% | Reduced |
| Parkside Financial Bank & Trust | 1,090 | $487.5K | 0.04% | +135+14.1% | Added |
| Wrapmanager Inc | 1,091 | $487.9K | 0.15% | −440−28.7% | Reduced |
| Financial Perspectives, Inc | 1,091 | $487.9K | 0.14% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,095 | $490.0K | 0.00% | +265+31.9% | Added |
| Fountainhead AM, LLC | 1,096 | $490.2K | 0.06% | +8+0.7% | Added |
| Family Capital Trust Co | 1,098 | $491.0K | 0.16% | −3,279−74.9% | Reduced |
| Mutual Advisors, LLC | 891 | $491.2K | 0.01% | −714−44.5% | Reduced |
| DRW Securities, LLC | 1,100 | $492.3K | 0.03% | +1,100 | New |
| Aspen Capital Management, LLC | 1,111 | $496.9K | 0.13% | −3−0.3% | Reduced |
| Financial Management Network Inc | 1,106 | $497.4K | 0.08% | −4−0.4% | Reduced |
| Premier Fund Managers Ltd | 1,139 | $500.0K | 0.02% | −19,393−94.5% | Reduced |
| DGS Capital Management, LLC | 1,118 | $500.0K | 0.09% | −203−15.4% | Reduced |
| Channel Wealth LLC | 1,118 | $500.0K | 0.13% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,119 | $500.4K | 0.01% | −1,113−49.9% | Reduced |
| Forbes J M & Co LLP | 1,122 | $501.8K | 0.04% | +1+0.1% | Added |
| Pictet North America Advisors SA | 1,134 | $507.2K | 0.05% | +110+10.7% | Added |