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, Q4 2025
Institutional positions in Intuitive Surgical Inc as of Dec 31, 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
- 2,419
- +351 vs. Q3 2025
- Shares held
- 308.9M
- +17.0M (+5.8%) vs. Q3 2025
- Total value
- $173.5B
- +$43.7B (+33.6%) vs. Q3 2025
- New holders
- 459
- 977 more added
- Sold out
- 108
- 715 more reduced
47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Three Seasons Wealth, LLC | 1,075 | $608.8K | 0.06% | +1,075 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,076 | $609.4K | 0.47% | +1,076 | New |
| Huntleigh Advisors, Inc. | 1,076 | $609.4K | 0.10% | −1,076−50.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,078 | $610.5K | 0.14% | +30+2.9% | Added |
| DMG Group, LLC | 1,079 | $611.1K | 0.41% | +201+22.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,079 | $612.0K | 0.00% | −16−1.5% | Reduced |
| Proactive Wealth Strategies LLC | 1,087 | $615.6K | 0.24% | +120+12.4% | Added |
| Financial Perspectives, Inc | 1,091 | $617.9K | 0.17% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,093 | $619.0K | 0.21% | +2+0.2% | Added |
| Valmark Advisers, Inc. | 1,097 | $621.3K | 0.01% | +101+10.1% | Added |
| Basecamp Wealth Advisors LLC | 1,097 | $621.3K | 0.13% | +1,097 | New |
| Family Capital Trust Co | 1,098 | $621.9K | 0.20% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,102 | $624.1K | 0.19% | +60+5.8% | Added |
| Nations Financial Group Inc, | 1,103 | $624.7K | 0.03% | +232+26.6% | Added |
| Beacon Financial Group | 1,109 | $628.1K | 0.06% | +77+7.5% | Added |
| Verus Capital Partners, LLC | 1,109 | $628.1K | 0.04% | +182+19.6% | Added |
| Aspen Capital Management, LLC | 1,111 | $629.2K | 0.16% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,112 | $629.8K | 0.05% | −10−0.9% | Reduced |
| Miller Financial Services LLC | 1,118 | $633.2K | 0.74% | −133−10.6% | Reduced |
| Tufton Capital Management | 1,121 | $634.0K | 0.11% | −167−13.0% | Reduced |
| First National Bank of Hutchinson | 1,121 | $634.9K | 0.37% | +1,121 | New |
| Net Worth Advisory Group | 1,125 | $637.3K | 0.13% | −30−2.6% | Reduced |
| Parcion Private Wealth LLC | 1,126 | $637.7K | 0.04% | +61+5.7% | Added |
| Green Square Capital Advisors LLC | 1,128 | $638.9K | 0.07% | +178+18.7% | Added |
| Rossmore Private Capital | 1,131 | $640.6K | 0.06% | +133+13.3% | Added |
| Prestige Wealth Management Group LLC | 1,132 | $641.1K | 0.12% | +1,050+1,280.5% | Added |
| Modern Wealth Management, LLC | 1,136 | $643.4K | 0.01% | +147+14.9% | Added |
| Dana Investment Advisors, Inc. | 1,140 | $645.6K | 0.02% | +21+1.9% | Added |
| TritonPoint Partners, LLC | 1,140 | $645.6K | 0.34% | +1,140 | New |
| Henson-Edgewater Management, LLC | 1,140 | $645.6K | 0.38% | +1,140 | New |
| Cromwell Holdings LLC | 1,144 | $647.9K | 0.35% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,148 | $650.2K | 0.24% | +132+13.0% | Added |
| AdvisorNet Financial, Inc | 1,151 | $651.9K | 0.03% | −36−3.0% | Reduced |
| ZWJ Investment Counsel Inc | 1,155 | $654.1K | 0.02% | +84+7.8% | Added |
| Retireful, LLC | 1,144 | $655.1K | 0.82% | +1,144 | New |
| Romano Brothers and Company | 1,157 | $655.3K | 0.07% | +80+7.4% | Added |
| Stokes Family Office, LLC | 1,158 | $655.8K | 0.06% | +153+15.2% | Added |
| Drive Wealth Management, LLC | 1,161 | $657.6K | 0.13% | +72+6.6% | Added |
| Liberty One Investment Management, LLC | 1,162 | $658.1K | 0.08% | −1,125−49.2% | Reduced |
| Kestra Investment Management, LLC | 1,163 | $658.7K | 0.02% | −330−22.1% | Reduced |
| Naples Global Advisors, LLC | 1,166 | $660.4K | 0.05% | +100+9.4% | Added |
| Avenue 1 Advisors, LLC | 1,168 | $661.5K | 0.20% | −3−0.3% | Reduced |
| Cove Private Wealth, LLC | 1,170 | $662.6K | 0.20% | +462+65.3% | Added |
| Prosperity Wealth Management, Inc. | 1,172 | $663.8K | 0.22% | +1,172 | New |
| Centurion Wealth Management LLC | 1,174 | $664.9K | 0.15% | +107+10.0% | Added |
| OLIO Financial Planning | 1,175 | $665.5K | 0.19% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,175 | $665.5K | 0.13% | +357+43.6% | Added |
| Parkside Financial Bank & Trust | 1,175 | $665.5K | 0.05% | +85+7.8% | Added |
| Tred Avon Family Wealth, LLC | 1,189 | $673.4K | 0.22% | +1,189 | New |
| Yarbrough Capital, LLC | 1,190 | $674.0K | 0.02% | 00.0% | Unchanged |
| 71 West Capital Partners | 1,191 | $674.5K | 0.03% | +1,191 | New |
| Global Trust Asset Management, LLC | 1,191 | $674.6K | 0.27% | +314+35.8% | Added |
| Investment Partners, Ltd. | 1,198 | $678.5K | 0.24% | +54+4.7% | Added |
| Castleark Management LLC | 1,200 | $679.6K | 0.02% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,201 | $680.2K | 0.07% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,203 | $681.3K | 0.38% | −1−0.1% | Reduced |
| Trust Co | 1,212 | $686.4K | 0.06% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,222 | $692.1K | 0.03% | +71+6.2% | Added |
| First Business Financial Services, Inc. | 1,240 | $702.3K | 0.06% | −11−0.9% | Reduced |
| Investmark Advisory Group LLC | 1,241 | $702.9K | 0.30% | 00.0% | Unchanged |
| David Loasby | 1,233 | $706.2K | 0.05% | +39+3.3% | Added |
| Kapstone Financial Advisors LLC | 1,248 | $706.8K | 0.35% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,250 | $708.0K | 0.14% | +36+3.0% | Added |
| Allen Capital Group, LLC | 1,254 | $710.2K | 0.07% | +166+15.3% | Added |
| Versant Capital Management, Inc | 1,257 | $711.9K | 0.09% | −96−7.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,259 | $713.0K | 0.40% | −157−11.1% | Reduced |
| Claris Financial LLC | 1,260 | $713.6K | 0.38% | +25+2.0% | Added |
| Ullmann Financial Group, Inc. | 1,344 | $718.1K | 0.07% | −3−0.2% | Reduced |
| Park Edge Advisors, LLC | 1,273 | $721.0K | 0.16% | −1,332−51.1% | Reduced |
| Independence Bank of Kentucky | 1,281 | $725.5K | 0.09% | +25+2.0% | Added |
| Abel Hall, LLC | 1,281 | $725.5K | 0.17% | +712+125.1% | Added |
| Arsenal Capital Advisors LLC | 1,281 | $725.5K | 0.51% | +1,281 | New |
| Acropolis Investment Management, LLC | 1,283 | $726.6K | 0.03% | +328+34.3% | Added |
| Argonautica Private Wealth Management, Inc | 1,285 | $727.8K | 0.21% | −25−1.9% | Reduced |
| Spirepoint Private Client, LLC | 1,298 | $735.1K | 0.07% | +76+6.2% | Added |
| Connecticut Wealth Management, LLC | 1,308 | $740.5K | 0.03% | +23+1.8% | Added |
| Monetary Management Group Inc | 1,310 | $741.9K | 0.17% | −35−2.6% | Reduced |
| Caitlin John, LLC | 1,311 | $742.5K | 0.49% | +1,245+1,886.4% | Added |
| Lansing Street Advisors | 1,314 | $744.2K | 0.19% | −54−3.9% | Reduced |
| Karani Asset Management LLC | 1,314 | $744.2K | 0.65% | −4−0.3% | Reduced |
| TFC Financial Management | 1,317 | $745.9K | 0.09% | 00.0% | Unchanged |
| MJP Associates Inc | 1,319 | $747.0K | 0.09% | +95+7.8% | Added |
| Condor Capital Management | 1,319 | $747.0K | 0.06% | −2−0.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $747.6K | 0.32% | −1,397−100.0% | Reduced |
| Mindset Wealth Management, LLC | 1,320 | $747.6K | 0.20% | −50−3.6% | Reduced |
| West Family Investments, Inc. | 1,322 | $748.7K | 0.18% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,335 | $750.2K | 0.12% | −3,128−70.1% | Reduced |
| Finivi Inc. | 1,325 | $750.4K | 0.43% | −116−8.0% | Reduced |
| Private Trust Co NA | 1,338 | $757.8K | 0.07% | +134+11.1% | Added |
| Occidental Asset Management, LLC | 1,339 | $758.4K | 0.09% | −1−0.1% | Reduced |
| Modera Wealth Management, LLC | 1,339 | $758.4K | 0.01% | +18+1.4% | Added |
| Planning Alternatives Ltd | 1,340 | $758.9K | 0.10% | +1,340 | New |
| Nicholas Investment Partners, LP | 1,341 | $759.5K | 0.06% | −9,263−87.4% | Reduced |
| Alpha Zero LLC | 1,347 | $762.9K | 0.42% | −76−5.3% | Reduced |
| Resources Management Corp | 1,350 | $765.0K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,353 | $766.3K | 0.06% | −1,468−52.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,354 | $766.9K | 0.30% | +75+5.9% | Added |
| Winter & Associates, Inc. | 1,354 | $766.9K | 0.71% | +1,354 | New |
| Atticus Wealth Management, LLC | 1,355 | $767.4K | 0.19% | −111−7.6% | Reduced |
| Garden State Investment Advisory Services LLC | 1,365 | $773.1K | 0.18% | +78+6.1% | Added |