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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 486 | $217.4K | 0.07% | +61+14.4% | Added |
| MGB Wealth Management, LLC | 486 | $217.1K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 485 | $216.9K | 0.15% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 484 | $216.5K | 0.04% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 483 | $216.0K | 0.08% | +8+1.7% | Added |
| WMG Financial Advisors, LLC | 483 | $216.0K | 0.07% | +74+18.1% | Added |
| McAdam, LLC | 482 | $215.6K | 0.01% | −256−34.7% | Reduced |
| Stonebrook Private Inc. | 482 | $215.6K | 0.05% | −59−10.9% | Reduced |
| Bennett Selby Investments LP | 482 | $215.6K | 0.07% | +50+11.6% | Added |
| Rakuten Securities, Inc. | 482 | $215.6K | 0.08% | +164+51.6% | Added |
| NTV Asset Management LLC | 481 | $215.1K | 0.02% | +5+1.1% | Added |
| Black Diamond Financial, LLC | 481 | $215.1K | 0.02% | +481 | New |
| Migdal Insurance & Financial Holdings Ltd. | 486 | $215.0K | 0.00% | −8−1.6% | Reduced |
| Register Financial Advisors LLC | 478 | $213.8K | 0.08% | −43−8.3% | Reduced |
| Boreal Capital Management LLC | 477 | $213.3K | 0.17% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 400 | $211.5K | 0.04% | +10+2.6% | Added |
| Onyx Bridge Wealth Group LLC | 470 | $210.2K | 0.02% | −7−1.5% | Reduced |
| Corton Capital Inc. | 468 | $209.3K | 0.51% | +54+13.0% | Added |
| Embree Financial Group | 468 | $209.3K | 0.03% | +62+15.3% | Added |
| Sunburst Financial Group, LLC | 465 | $208.0K | 0.04% | +465 | New |
| Cherrydale Wealth Management, LLC | 462 | $206.6K | 0.06% | −34−6.9% | Reduced |
| Seldon Capital LP | 462 | $206.6K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 461 | $206.2K | 0.03% | −22−4.6% | Reduced |
| Covestor Ltd | 459 | $206.0K | 0.11% | +38+9.0% | Added |
| Summit Wealth Group LLC | 704 | $205.8K | 0.03% | +704 | New |
| Alteri Wealth LLC | 460 | $205.7K | 0.07% | −4−0.9% | Reduced |
| Center for Financial Planning, Inc. | 458 | $204.8K | 0.02% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 457 | $203.9K | 0.13% | +457 | New |
| Strait & Sound Wealth Management LLC | 454 | $203.0K | 0.08% | −376−45.3% | Reduced |
| Aspen Grove Capital, LLC | 454 | $203.0K | 0.03% | −17−3.6% | Reduced |
| Berkshire Asset Management LLC | 453 | $202.6K | 0.01% | 00.0% | Unchanged |
| Wills Financial Group LLC | 453 | $202.6K | 0.08% | +3+0.7% | Added |
| Breakwater Investment Management | 452 | $202.1K | 0.07% | +1+0.2% | Added |
| Granite Group Advisors, LLC | 452 | $202.1K | 0.12% | +15+3.4% | Added |
| Capital Analysts, LLC | 450 | $202.0K | 0.01% | +5+1.1% | Added |
| Berkeley Capital Partners, LLC | 451 | $201.7K | 0.05% | −5−1.1% | Reduced |
| White Lighthouse Investment Management Inc. | 450 | $201.3K | 0.03% | −6−1.3% | Reduced |
| Flagship Private Wealth, LLC | 450 | $201.3K | 0.08% | 00.0% | Unchanged |
| Heirloom Wealth Management | 450 | $201.3K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 450 | $201.3K | 0.02% | +3+0.7% | Added |
| Private Wealth Asset Management, LLC | 445 | $199.0K | 0.02% | −388−46.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 441 | $197.2K | 0.03% | +441 | New |
| Vestor Capital, LLC | 437 | $195.0K | 0.01% | −5,157−92.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 428 | $191.4K | 0.08% | −44−9.3% | Reduced |
| Darwin Advisors, LLC | 420 | $187.8K | 0.06% | +18+4.5% | Added |
| Blume Capital Management, Inc. | 415 | $185.6K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 401 | $179.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 398 | $178.0K | 0.06% | +44+12.4% | Added |
| WPG Advisers, LLC | 394 | $176.2K | 0.14% | +45+12.9% | Added |
| Toth Financial Advisory Corp | 380 | $169.9K | 0.02% | +200+111.1% | Added |
| ORG Partners LLC | 380 | $169.9K | 0.03% | −76−16.7% | Reduced |
| Peterson Wealth Services | 4 | $168.6K | 0.04% | −299−98.7% | Reduced |
| Adalta Capital Management LLC | 375 | $167.7K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 368 | $164.6K | 0.01% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 368 | $164.6K | 0.01% | +368 | New |
| Bayforest Capital Ltd | 366 | $163.7K | 0.08% | 00.0% | Unchanged |
| Curat Global, LLC | 360 | $161.0K | 0.15% | 00.0% | Unchanged |
| Colonial Trust Co | 354 | $158.4K | 0.02% | +30+9.3% | Added |
| Nemes Rush Group LLC | 344 | $153.8K | 0.02% | −5−1.4% | Reduced |
| Raleigh Capital Management Inc. | 342 | $153.0K | 0.06% | +35+11.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 341 | $152.5K | 0.01% | +341 | New |
| Plante Moran Financial Advisors, LLC | 329 | $147.1K | 0.01% | +7+2.2% | Added |
| Clarity Asset Management, Inc. | 326 | $145.8K | 0.08% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 321 | $143.6K | 0.09% | +154+92.2% | Added |
| Cito Capital Group, LLC | 312 | $140.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 307 | $137.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 312 | $136.7K | 0.05% | +8+2.6% | Added |
| Paradigm Asset Management Co LLC | 300 | $134.2K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $134.0K | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 300 | $131.8K | 0.00% | +300 | New |
| American National Bank | 288 | $128.8K | 0.01% | −24−7.7% | Reduced |
| NBC Securities, Inc. | 288 | $128.8K | 0.01% | −10−3.4% | Reduced |
| Rosenberg Matthew Hamilton | 283 | $126.6K | 0.03% | −37−11.6% | Reduced |
| Glen Eagle Advisors, LLC | 283 | $126.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 275 | $123.0K | 0.02% | −3−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 273 | $122.1K | 0.03% | −74−21.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 271 | $121.2K | 0.01% | −1,931−87.7% | Reduced |
| Farmers & Merchants Investments Inc | 271 | $121.2K | 0.00% | +2+0.7% | Added |
| Cove Street Capital, LLC | 270 | $120.8K | 0.16% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 265 | $118.5K | 0.04% | +265 | New |
| Cary Street Partners Financial LLC | 264 | $118.1K | 0.00% | −162−38.0% | Reduced |
| Tortoise Investment Management, LLC | 261 | $116.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 257 | $112.6K | 0.02% | +124+93.2% | Added |
| North Star Investment Management Corp. | 248 | $110.9K | 0.01% | +1+0.4% | Added |
| Grey Fox Wealth Advisors, LLC | 248 | $110.9K | 0.02% | +248 | New |
| Heartwood Wealth Advisors LLC | 245 | $109.6K | 0.01% | +245 | New |
| Cranbrook Wealth Management, LLC | 244 | $109.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 235 | $105.1K | 0.01% | −241−50.6% | Reduced |
| Crewe Advisors LLC | 221 | $99.0K | 0.01% | +2+0.9% | Added |
| Chilton Capital Management LLC | 221 | $98.8K | 0.00% | −106−32.4% | Reduced |
| Inlight Wealth Management, LLC | 221 | $98.8K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 221 | $98.8K | 0.20% | −2,589−92.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 218 | $97.5K | 0.05% | +218 | New |
| Cornerstone Planning Group LLC | 182 | $96.5K | 0.02% | +69+61.1% | Added |
| Delos Wealth Advisors, LLC | 210 | $93.9K | 0.06% | 00.0% | Unchanged |
| City State Bank | 200 | $89.4K | 0.03% | 00.0% | Unchanged |
| Financial Life Planners | 197 | $88.1K | 0.06% | +197 | New |
| Hemington Wealth Management | 198 | $88.0K | 0.01% | −34−14.7% | Reduced |
| Salomon & Ludwin, LLC | 190 | $85.9K | 0.01% | +147+341.9% | Added |
| Fortis Group Advisors, LLC | 191 | $85.4K | 0.01% | 00.0% | Unchanged |