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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 1,428 | $638.6K | 0.14% | +116+8.8% | Added |
| Interchange Capital Partners, LLC | 1,429 | $639.1K | 0.13% | +291+25.6% | Added |
| Kirtland Hills Capital Management, LLC | 1,437 | $642.7K | 0.25% | −38−2.6% | Reduced |
| Arista Wealth Management, LLC | 1,438 | $643.1K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,440 | $644.0K | 0.00% | +130+9.9% | Added |
| Finivi Inc. | 1,441 | $644.5K | 0.41% | −14−1.0% | Reduced |
| Cypress Capital Group | 1,441 | $644.5K | 0.08% | −2−0.1% | Reduced |
| Quent Capital, LLC | 1,443 | $645.4K | 0.05% | +15+1.1% | Added |
| Watts Gwilliam & Co., LLC | 1,450 | $648.6K | 0.10% | +82+6.0% | Added |
| Park Place Capital Corp | 1,451 | $648.9K | 0.14% | −3−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,454 | $650.3K | 0.15% | +330+29.4% | Added |
| Blue Edge Capital, LLC | 1,455 | $650.7K | 0.09% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,457 | $651.6K | 0.08% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,462 | $653.9K | 0.11% | +199+15.8% | Added |
| Cobblestone Capital Advisors LLC | 1,466 | $655.6K | 0.03% | +100+7.3% | Added |
| Atticus Wealth Management, LLC | 1,466 | $655.6K | 0.17% | +436+42.3% | Added |
| Guardian Financial Partners, LLC | 1,471 | $657.9K | 0.28% | −9−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 1,478 | $661.0K | 0.04% | −338−18.6% | Reduced |
| Journey Strategic Wealth LLC | 1,479 | $661.5K | 0.02% | −1,342−47.6% | Reduced |
| OneAscent Wealth Management LLC | 1,484 | $663.7K | 0.22% | −114−7.1% | Reduced |
| Focus Financial Network, Inc. | 1,485 | $664.3K | 0.02% | +14+1.0% | Added |
| Pine Valley Investments Ltd Liability Co | 1,490 | $666.4K | 0.03% | +820+122.4% | Added |
| Cozad Asset Management Inc | 1,492 | $667.3K | 0.05% | +6+0.4% | Added |
| Kestra Investment Management, LLC | 1,493 | $667.7K | 0.02% | −1,020−40.6% | Reduced |
| Nia Impact Advisors, LLC | 1,499 | $670.4K | 0.22% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,500 | $670.8K | 0.05% | 00.0% | Unchanged |
| American Assets Inc | 1,500 | $670.8K | 0.22% | +1,500 | New |
| First Manhattan Co | 1,502 | $671.7K | 0.00% | −77−4.9% | Reduced |
| Schmidt P J Investment Management Inc | 1,504 | $672.6K | 0.11% | +107+7.7% | Added |
| Trust Point Inc. | 1,506 | $673.5K | 0.05% | −92−5.8% | Reduced |
| Oarsman Capital, Inc. | 1,510 | $675.3K | 0.09% | +152+11.2% | Added |
| Richardson Financial Services Inc. | 1,516 | $678.0K | 0.42% | −10−0.7% | Reduced |
| Cambridge Advisors Inc. | 1,518 | $678.9K | 0.13% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,519 | $679.3K | 0.41% | +19+1.3% | Added |
| Uniting Wealth Partners, LLC | 1,519 | $679.3K | 0.16% | +1,519 | New |
| EverSource Wealth Advisors, LLC | 1,523 | $681.2K | 0.03% | −227−13.0% | Reduced |
| S.A. Mason LLC | 1,525 | $682.0K | 0.30% | +600+64.9% | Added |
| Lineweaver Wealth Advisors, LLC | 1,527 | $682.9K | 0.10% | +1,527 | New |
| Saiph Capital, LLC | 1,528 | $683.4K | 0.25% | +157+11.5% | Added |
| Mitchell Sinkler & Starr | 1,530 | $684.3K | 0.31% | −16−1.0% | Reduced |
| Birchbrook, Inc. | 1,533 | $685.6K | 0.35% | +74+5.1% | Added |
| Moors & Cabot, Inc. | 1,535 | $686.5K | 0.03% | +143+10.3% | Added |
| Golden State Wealth Management, LLC | 1,541 | $689.3K | 0.08% | −112−6.8% | Reduced |
| HCR Wealth Advisors | 1,558 | $690.2K | 0.07% | +301+23.9% | Added |
| Wesbanco Bank Inc | 1,547 | $691.9K | 0.02% | +186+13.7% | Added |
| Jefferies Financial Group Inc. | 1,550 | $693.2K | 0.01% | +496+47.1% | Added |
| Foster & Motley Inc | 1,552 | $694.0K | 0.04% | −9−0.6% | Reduced |
| First Heartland Consultants, Inc. | 1,553 | $694.7K | 0.06% | +8+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,558 | $696.8K | 0.05% | −12−0.8% | Reduced |
| Park National Corp | 1,581 | $707.1K | 0.02% | +43+2.8% | Added |
| Koshinski Asset Management, Inc. | 8,862 | $707.3K | 0.05% | +221+2.6% | Added |
| Simplicity Wealth,LLC | 1,582 | $707.4K | 0.04% | −2,049−56.4% | Reduced |
| Aviance Capital Partners, LLC | 1,590 | $711.1K | 0.08% | +102+6.9% | Added |
| Pallas Capital Advisors LLC | 1,591 | $711.3K | 0.03% | −195−10.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,592 | $712.0K | 0.24% | +151+10.5% | Added |
| Hartford Financial Management Inc. | 1,594 | $712.9K | 0.19% | −11−0.7% | Reduced |
| BSW Wealth Partners | 1,599 | $715.1K | 0.09% | +718+81.5% | Added |
| Western Financial Corp | 1,607 | $718.7K | 0.31% | −1,399−46.5% | Reduced |
| LVW Advisors, LLC | 1,607 | $718.7K | 0.07% | −129−7.4% | Reduced |
| Ellerson Group Inc | 1,610 | $720.0K | 0.45% | −40−2.4% | Reduced |
| SPC Financial, Inc. | 1,614 | $721.9K | 0.06% | +21+1.3% | Added |
| Perbak Capital Partners LLP | 1,617 | $723.2K | 0.13% | +1,150+246.3% | Added |
| Dogwood Wealth Management LLC | 1,624 | $726.3K | 0.33% | +182+12.6% | Added |
| Quotient Wealth Partners, LLC | 1,634 | $730.8K | 0.02% | −157−8.8% | Reduced |
| Essex Financial Services, Inc. | 1,643 | $734.8K | 0.04% | +30+1.9% | Added |
| RB Capital Management, LLC | 1,663 | $743.7K | 0.16% | +66+4.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,664 | $744.2K | 0.02% | +238+16.7% | Added |
| Childress Capital Advisors, LLC | 1,667 | $745.3K | 0.14% | −26−1.5% | Reduced |
| Legacy Wealth Management, LLC | 1,667 | $745.5K | 0.22% | −375−18.4% | Reduced |
| L2 Asset Management, LLC | 1,673 | $748.2K | 0.11% | +72+4.5% | Added |
| Financial Management Professionals, Inc. | 1,678 | $750.5K | 0.08% | −10−0.6% | Reduced |
| BFSG, LLC | 1,684 | $753.1K | 0.07% | −1,909−53.1% | Reduced |
| Harbour Investments, Inc. | 1,685 | $753.6K | 0.02% | −1,291−43.4% | Reduced |
| Stamos Capital Partners, L.P. | 1,698 | $759.4K | 0.14% | −113−6.2% | Reduced |
| All Terrain Financial Advisors, LLC | 1,699 | $759.8K | 0.25% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,701 | $760.7K | 0.04% | +3+0.2% | Added |
| Heritage Wealth Advisors | 1,702 | $761.2K | 0.03% | −109−6.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,713 | $766.1K | 0.05% | −373−17.9% | Reduced |
| Roberts Capital Advisors, LLC | 1,718 | $768.3K | 0.85% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 1,723 | $770.6K | 0.09% | +1,723 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,723 | $770.7K | 0.02% | +23+1.4% | Added |
| Gardner Lewis Asset Management L P | 1,751 | $783.1K | 0.21% | +435+33.1% | Added |
| Sovran Advisors, LLC | 1,488 | $788.7K | 0.07% | +41+2.8% | Added |
| Integrated Advisors Network LLC | 1,777 | $794.7K | 0.03% | −71−3.8% | Reduced |
| Graham Capital Management, L.P. | 1,778 | $795.2K | 0.03% | +1,778 | New |
| Alta Advisers Ltd | 1,781 | $796.5K | 0.24% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,785 | $798.3K | 0.49% | −24−1.3% | Reduced |
| Prelude Capital Management, LLC | 1,786 | $798.8K | 0.06% | +128+7.7% | Added |
| Tiemann Investment Advisors, LLC | 1,788 | $799.6K | 0.31% | −500−21.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,789 | $800.1K | 0.58% | +170+10.5% | Added |
| Advisor OS, LLC | 1,792 | $801.4K | 0.07% | +227+14.5% | Added |
| Douglass Winthrop Advisors, LLC | 1,796 | $803.2K | 0.01% | −885−33.0% | Reduced |
| Chicago Trust Co NA | 1,801 | $805.5K | 0.11% | −208−10.4% | Reduced |
| Lewis Asset Management, LLC | 1,817 | $812.6K | 0.33% | 00.0% | Unchanged |
| Scientech Research LLC | 1,825 | $816.2K | 0.28% | −2,516−58.0% | Reduced |
| KCM Investment Advisors LLC | 1,829 | $818.0K | 0.03% | +178+10.8% | Added |
| BTC Capital Management, Inc. | 1,830 | $818.4K | 0.06% | −904−33.1% | Reduced |
| 17 Capital Partners, LLC | 1,836 | $821.1K | 0.45% | −205−10.0% | Reduced |
| Ellevest, Inc. | 1,864 | $833.6K | 0.12% | +371+24.8% | Added |
| Avantax Planning Partners, Inc. | 1,868 | $835.4K | 0.02% | +423+29.3% | Added |