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
- −116 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
- 264
- 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 |
|---|---|---|---|---|---|
| Onefund, LLC | 961 | $429.8K | 0.28% | +31+3.3% | Added |
| Resurgent Financial Advisors LLC | 959 | $428.9K | 0.21% | −1,739−64.5% | Reduced |
| Fortune Financial Advisors, LLC | 956 | $427.6K | 0.32% | +100+11.7% | Added |
| Bay Capital Advisors, LLC | 954 | $426.7K | 0.28% | −2−0.2% | Reduced |
| Lord & Richards Wealth Management, LLC | 951 | $425.3K | 0.39% | +229+31.7% | Added |
| Ledgewood Wealth Advisors, LLC | 950 | $424.9K | 0.25% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 949 | $424.4K | 0.13% | +359+60.8% | Added |
| Citizens Business Bank | 948 | $424.0K | 0.07% | +948 | New |
| Goepper Burkhardt LLC | 942 | $421.3K | 0.14% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 937 | $419.1K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 936 | $418.6K | 0.29% | 00.0% | Unchanged |
| Laffer Tengler Investments | 930 | $415.9K | 0.07% | −195−17.3% | Reduced |
| FSM Wealth Advisors, LLC | 930 | $415.8K | 0.06% | +27+3.0% | Added |
| Yukon Wealth Management, Inc. | 928 | $415.0K | 0.14% | +14+1.5% | Added |
| Verus Capital Partners, LLC | 927 | $414.6K | 0.03% | −55−5.6% | Reduced |
| Hall Laurie J Trustee | 925 | $413.7K | 0.14% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 918 | $410.6K | 0.03% | −155−14.4% | Reduced |
| Perissos Private Wealth Management, LLC | 916 | $409.7K | 0.30% | 00.0% | Unchanged |
| Clarus Group, Inc. | 915 | $409.2K | 0.14% | −4−0.4% | Reduced |
| Navalign, LLC | 913 | $408.3K | 0.11% | −83−8.3% | Reduced |
| Sittner & Nelson, LLC | 911 | $407.4K | 0.15% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 909 | $406.5K | 0.02% | +147+19.3% | Added |
| Optimize Financial Inc | 908 | $406.1K | 0.21% | +908 | New |
| Wealth Advisors of Tampa Bay, LLC | 907 | $405.6K | 0.14% | +30+3.4% | Added |
| Legacy Capital Group California, Inc. | 901 | $403.0K | 0.10% | −9−1.0% | Reduced |
| Fiduciary Financial Group, LLC | 901 | $403.0K | 0.06% | +2+0.2% | Added |
| Northstar Asset Management LLC | 900 | $402.5K | 0.09% | 00.0% | Unchanged |
| SCS Capital Management LLC | 892 | $398.7K | 0.00% | −220−19.8% | Reduced |
| Vertex Planning Partners, LLC | 887 | $396.7K | 0.08% | −30−3.3% | Reduced |
| Index Fund Advisors, Inc. | 887 | $396.7K | 0.02% | −1−0.1% | Reduced |
| Bridgefront Capital, LLC | 885 | $395.8K | 0.12% | −3,902−81.5% | Reduced |
| Silver Oak Securities, Inc | 885 | $395.8K | 0.03% | −225−20.3% | Reduced |
| Riversedge Advisors, LLC | 884 | $395.4K | 0.07% | −48−5.2% | Reduced |
| DMG Group, LLC | 878 | $392.7K | 0.27% | +85+10.7% | Added |
| One Capital Management, LLC | 878 | $392.7K | 0.01% | −231−20.8% | Reduced |
| Global Trust Asset Management, LLC | 877 | $392.3K | 0.18% | −510−36.8% | Reduced |
| UMA Financial Services, Inc. | 875 | $391.3K | 0.06% | +71+8.8% | Added |
| Renasant Bank | 872 | $390.0K | 0.25% | +13+1.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 872 | $390.0K | 0.01% | +872 | New |
| Nations Financial Group Inc, | 871 | $389.5K | 0.02% | −29−3.2% | Reduced |
| Foronjy Financial LLC | 863 | $386.0K | 0.17% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 862 | $385.5K | 0.03% | −2−0.2% | Reduced |
| Fragasso Group Inc. | 851 | $384.9K | 0.02% | +3+0.4% | Added |
| M.E. Allison & Co., Inc. | 860 | $384.6K | 0.27% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 857 | $383.3K | 0.07% | +117+15.8% | Added |
| Perpetual Ltd | 857 | $383.3K | 0.00% | −101,199−99.2% | Reduced |
| Burling Wealth Partners, LLC | 854 | $381.9K | 0.06% | −38−4.3% | Reduced |
| Security National Bank | 852 | $381.0K | 0.06% | +627+278.7% | Added |
| Moss Adams Wealth Advisors LLC | 850 | $380.1K | 0.03% | −66−7.2% | Reduced |
| Holderness Investments Co | 850 | $380.1K | 0.08% | −4−0.5% | Reduced |
| Wealth Management Associates, Inc. | 850 | $380.1K | 0.13% | +2+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 848 | $379.3K | 0.08% | −86−9.2% | Reduced |
| Founders Financial Alliance, LLC | 844 | $377.5K | 0.07% | +50+6.3% | Added |
| Lion Street Advisors, LLC | 1,035 | $373.8K | 0.13% | −20−1.9% | Reduced |
| Argentarii, LLC | 835 | $373.4K | 0.16% | −78−8.5% | Reduced |
| Fairscale Capital, LLC | 831 | $371.6K | 0.26% | 00.0% | Unchanged |
| YANKCOM Partnership | 826 | $369.4K | 0.17% | −1−0.1% | Reduced |
| Mach-1 Financial Group, Inc. | 826 | $369.4K | 0.06% | +826 | New |
| Integrity Advisory Solutions, LLC | 826 | $369.4K | 0.06% | +826 | New |
| New Hampshire Trust | 821 | $367.2K | 0.07% | +25+3.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 819 | $366.3K | 0.21% | +6+0.7% | Added |
| Sivia Capital Partners, LLC | 818 | $365.8K | 0.10% | −110−11.9% | Reduced |
| Howard Financial Services, Ltd. | 818 | $365.8K | 0.04% | −65−7.4% | Reduced |
| Triangle Securities Wealth Management | 812 | $363.2K | 0.08% | −168−17.1% | Reduced |
| Platform Technology Partners | 812 | $363.0K | 0.09% | +6+0.7% | Added |
| Exencial Wealth Advisors, LLC | 811 | $362.8K | 0.01% | −7−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 811 | $362.7K | 0.02% | +25+3.2% | Added |
| Avalon Trust Co | 809 | $361.8K | 0.02% | +88+12.2% | Added |
| First American Trust, FSB | 807 | $361.0K | 0.03% | +8+1.0% | Added |
| Francis Financial, Inc. | 756 | $360.9K | 0.06% | +756 | New |
| Prescott Group Capital Management, L.L.C. | 802 | $358.7K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 802 | $358.7K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $358.2K | 0.03% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 801 | $358.2K | 0.07% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $358.2K | 0.11% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 801 | $358.2K | 0.02% | +8+1.0% | Added |
| Arnhold LLC | 800 | $357.8K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 799 | $357.3K | 0.15% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 798 | $356.9K | 0.09% | +798 | New |
| Granite Investment Partners, LLC | 796 | $356.0K | 0.02% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 793 | $354.7K | 0.02% | −22−2.7% | Reduced |
| RHS Financial, LLC | 791 | $353.8K | 0.18% | −189−19.3% | Reduced |
| VisionPoint Advisory Group, LLC | 787 | $352.0K | 0.07% | −40−4.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 783 | $350.2K | 0.02% | 00.0% | Unchanged |
| Armis Advisers, LLC | 643 | $350.0K | 0.03% | +29+4.7% | Added |
| Altfest L J & Co Inc | 782 | $349.7K | 0.04% | −110−12.3% | Reduced |
| Creative Capital Management Investments LLC | 780 | $348.8K | 0.11% | −93−10.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 777 | $347.9K | 0.11% | −40−4.9% | Reduced |
| Values First Advisors, Inc. | 777 | $347.6K | 0.19% | −40−4.9% | Reduced |
| Vaughan David Investments LLC | 773 | $346.0K | 0.01% | +40+5.5% | Added |
| Middleton & Co Inc | 772 | $345.3K | 0.04% | −11−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 769 | $345.0K | 0.12% | +110+16.7% | Added |
| Cornerstone Wealth Group, LLC | 758 | $338.9K | 0.02% | −6−0.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 757 | $338.6K | 0.10% | +325+75.2% | Added |
| SWP Financial LLC | 756 | $338.1K | 0.17% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 756 | $338.0K | 0.03% | −35−4.4% | Reduced |
| Seven Mile Advisory | 754 | $337.2K | 0.05% | +35+4.9% | Added |
| Ameritas Advisory Services, LLC | 752 | $336.3K | 0.02% | −392−34.3% | Reduced |
| Magnus Financial Group LLC | 752 | $336.3K | 0.03% | +27+3.7% | Added |
| Versor Investments LP | 751 | $335.9K | 0.06% | +153+25.6% | Added |