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 | 2,269 | $164.5B |
| Q1 2025 | 2,195 | $149.9B |
| Q4 2024 | 2,134 | $158.9B |
| Q3 2024 | 1,955 | $147.7B |
| Q2 2024 | 1,825 | $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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 9,294 | $5.26M | 0.69% | −444−4.6% | Reduced |
| Canal Capital Management, LLC | 9,303 | $5.27M | 0.75% | +1,211+15.0% | Added |
| Welch & Forbes LLC | 9,311 | $5.27M | 0.06% | −73−0.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,349 | $5.29M | 0.42% | +1,975+26.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,392 | $5.32M | 0.34% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 9,424 | $5.34M | 2.31% | +45+0.5% | Added |
| Greenleaf Trust | 9,431 | $5.34M | 0.05% | −2,063−17.9% | Reduced |
| Wormser Freres Gestion | 9,467 | $5.36M | 3.05% | +200+2.2% | Added |
| Mark Asset Management LP | 9,497 | $5.38M | 0.60% | +9,497 | New |
| MUFG Securities Americas Inc. | 9,550 | $5.41M | 0.34% | −117−1.2% | Reduced |
| Principal Securities, Inc. | 9,584 | $5.43M | 0.08% | +429+4.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 9,599 | $5.44M | 0.69% | +9,599 | New |
| Synergy Financial Management, LLC | 9,602 | $5.44M | 0.57% | +9,602 | New |
| Jain Global LLC | 9,613 | $5.44M | 0.05% | +9,613 | New |
| Securian Asset Management, Inc | 9,640 | $5.46M | 0.21% | −8,965−48.2% | Reduced |
| Achmea Investment Management B.V. | 9,692 | $5.49M | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,727 | $5.51M | 0.12% | −1,013−9.4% | Reduced |
| Merit Financial Group, LLC | 9,728 | $5.51M | 0.04% | +1,206+14.2% | Added |
| Winton Group Ltd | 9,729 | $5.51M | 0.19% | +7,168+279.9% | Added |
| Alpine Woods Capital Investors, LLC | 9,891 | $5.60M | 1.34% | −12−0.1% | Reduced |
| Liberty Wealth Management LLC | 9,921 | $5.62M | 0.73% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 9,813 | $5.62M | 0.53% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,950 | $5.64M | 0.06% | +2,617+35.7% | Added |
| Sivik Global Healthcare LLC | 10,000 | $5.66M | 2.77% | −3,000−23.1% | Reduced |
| Summit Trail Advisors, LLC | 10,017 | $5.67M | 0.10% | −616−5.8% | Reduced |
| Diversify Wealth Management, LLC | 10,126 | $5.69M | 0.27% | +526+5.5% | Added |
| Howard Capital Management Inc. | 10,051 | $5.69M | 0.07% | +201+2.0% | Added |
| Steel Peak Wealth Management LLC | 10,129 | $5.74M | 0.19% | −31,864−75.9% | Reduced |
| Benjamin Edwards Inc | 10,214 | $5.79M | 0.06% | +502+5.2% | Added |
| Perigon Wealth Management, LLC | 10,222 | $5.79M | 0.10% | +13+0.1% | Added |
| Equitable Holdings, Inc. | 10,250 | $5.81M | 0.04% | +2,816+37.9% | Added |
| Arthur M. Cohen & Associates, LLC | 10,345 | $5.86M | 0.96% | −94−0.9% | Reduced |
| HighPoint Advisor Group LLC | 10,469 | $5.93M | 0.13% | −4,736−31.1% | Reduced |
| D L Carlson Investment Group Inc | 10,489 | $5.94M | 1.00% | −184−1.7% | Reduced |
| Baldwin Investment Management, LLC | 10,566 | $5.98M | 0.68% | +40.0% | Added |
| Gamco Investors, Inc. Et Al | 10,635 | $6.02M | 0.06% | +40+0.4% | Added |
| Clear Street Group Inc. | 10,640 | $6.03M | 0.03% | +10,640 | New |
| Transamerica Financial Advisors, Inc. | 10,662 | $6.04M | 0.50% | −187−1.7% | Reduced |
| RiverFront Investment Group, LLC | 10,675 | $6.05M | 0.10% | +15+0.1% | Added |
| Plato Investment Management Ltd | 10,670 | $6.07M | 0.40% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,749 | $6.09M | 0.08% | −718−6.3% | Reduced |
| Tandem Investment Advisors, Inc. | 10,765 | $6.10M | 0.23% | +1,546+16.8% | Added |
| Morningstar Investment Management LLC | 10,817 | $6.13M | 0.36% | −18,590−63.2% | Reduced |
| Skopos Labs, Inc. | 10,707 | $6.16M | 0.28% | +4,306+67.3% | Added |
| Argent Trust Co | 10,908 | $6.18M | 0.21% | +536+5.2% | Added |
| Strategic Advisors LLC | 10,964 | $6.21M | 0.97% | +567+5.5% | Added |
| Linden Thomas Advisory Services, LLC | 11,062 | $6.27M | 0.63% | +119+1.1% | Added |
| Clark Capital Management Group, Inc. | 11,068 | $6.27M | 0.04% | +9,628+668.6% | Added |
| Diversify Advisory Services, LLC | 11,744 | $6.28M | 0.20% | +291+2.5% | Added |
| Apollon Wealth Management, LLC | 11,133 | $6.31M | 0.11% | −11,704−51.3% | Reduced |
| Bridgewater Associates, LP | 11,170 | $6.33M | 0.02% | −949−7.8% | Reduced |
| Sequoia Financial Advisors, LLC | 11,181 | $6.33M | 0.04% | +2,083+22.9% | Added |
| First Financial Bankshares Inc | 11,225 | $6.36M | 0.13% | +4,738+73.0% | Added |
| Prime Capital Investment Advisors, LLC | 11,238 | $6.37M | 0.08% | +5,416+93.0% | Added |
| Quadrant Capital Group LLC | 11,259 | $6.38M | 0.19% | +460+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,328 | $6.42M | 0.07% | −98−0.9% | Reduced |
| Banque Cantonale Vaudoise | 11,345 | $6.43M | 0.23% | −3,471−23.4% | Reduced |
| CAPROCK Group, Inc. | 11,355 | $6.43M | 0.14% | +2,161+23.5% | Added |
| Hamilton Capital Partners Inc. | 11,412 | $6.46M | 0.24% | +759+7.1% | Added |
| 1st Source Bank | 11,420 | $6.47M | 0.34% | −222−1.9% | Reduced |
| Robinhood Asset Management, LLC | 11,437 | $6.48M | 0.52% | +11,437 | New |
| Segall Bryant & Hamill, LLC | 11,484 | $6.50M | 0.09% | +11,484 | New |
| Cornerstone Capital, Inc. | 11,527 | $6.53M | 0.64% | −30−0.3% | Reduced |
| First Long Island Investors, LLC | 11,600 | $6.57M | 0.48% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 11,621 | $6.58M | 0.52% | −144−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 11,677 | $6.61M | 0.13% | −125−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 11,763 | $6.66M | 0.46% | −471−3.8% | Reduced |
| Reuter James Wealth Management, LLC | 11,776 | $6.67M | 0.91% | −134−1.1% | Reduced |
| Fiduciary Trust Co | 11,801 | $6.68M | 0.08% | +11+0.1% | Added |
| Empirical Finance, LLC | 11,813 | $6.69M | 0.32% | −804−6.4% | Reduced |
| CBOE Vest Financial, LLC | 11,833 | $6.70M | 0.09% | +3,679+45.1% | Added |
| Legacy Trust | 11,866 | $6.72M | 1.26% | +575+5.1% | Added |
| Robocap Asset Management Ltd | 11,883 | $6.73M | 6.01% | −2,659−18.3% | Reduced |
| Stephens Inc | 11,974 | $6.78M | 0.08% | +1,964+19.6% | Added |
| Adviser Investments LLC | 11,998 | $6.80M | 0.07% | +389+3.4% | Added |
| Knights of Columbus Asset Advisors LLC | 12,088 | $6.85M | 0.39% | −92−0.8% | Reduced |
| Saranac Partners Ltd | 12,065 | $6.85M | 2.68% | +2,363+24.4% | Added |
| Jump Financial, LLC | 12,152 | $6.88M | 0.09% | −23,495−65.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,196 | $6.91M | 0.24% | +315+2.7% | Added |
| China Universal Asset Management Co., Ltd. | 12,217 | $6.92M | 0.53% | +754+6.6% | Added |
| North Dakota State Investment Board | 12,238 | $6.93M | 0.26% | +12,238 | New |
| RSM US Wealth Management LLC | 12,301 | $7.04M | 0.09% | +1,143+10.2% | Added |
| Tokio Marine Asset Management Co Ltd | 12,465 | $7.06M | 0.24% | +418+3.5% | Added |
| Independent Advisor Alliance | 12,475 | $7.07M | 0.17% | −282−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,508 | $7.08M | 0.34% | −1,073−7.9% | Reduced |
| Arlington Financial Advisors, LLC | 12,662 | $7.17M | 1.03% | +92+0.7% | Added |
| Bath Savings Trust Co | 12,670 | $7.18M | 0.72% | −33−0.3% | Reduced |
| United Capital Management of KS, Inc. | 12,718 | $7.20M | 1.01% | +422+3.4% | Added |
| Eastover Investment Advisors LLC | 12,764 | $7.23M | 3.18% | +252+2.0% | Added |
| EP Wealth Advisors, LLC | 12,781 | $7.24M | 0.04% | +12,781 | New |
| Alerus Financial NA | 12,867 | $7.29M | 0.36% | −360−2.7% | Reduced |
| Phoenix Holdings Ltd. | 12,892 | $7.31M | 0.08% | −1,278−9.0% | Reduced |
| Morse Asset Management, Inc | 12,912 | $7.31M | 1.46% | +78+0.6% | Added |
| Blue Square Asset Management, LLC | 12,932 | $7.32M | 3.25% | +188+1.5% | Added |
| Philadelphia Trust Co | 12,952 | $7.33M | 0.51% | +12,952 | New |
| Northwest & Ethical Investments L.P. | 13,045 | $7.40M | 0.17% | −1,038−7.4% | Reduced |
| Spire Wealth Management | 13,153 | $7.45M | 0.25% | +5,117+63.7% | Added |
| Strategic Planning Group, LLC | 13,245 | $7.50M | 0.97% | −8,774−39.8% | Reduced |
| Laird Norton Trust Company, LLC | 13,339 | $7.55M | 0.16% | +13,339 | New |
| Regions Financial Corp | 13,357 | $7.56M | 0.05% | −549−3.9% | Reduced |