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 |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | 591 | $334.7K | 0.14% | +16+2.8% | Added |
| Commonwealth Financial Services, LLC | 592 | $335.3K | 0.06% | +32+5.7% | Added |
| Letson Investment Management, Inc. | 593 | $335.9K | 0.12% | 00.0% | Unchanged |
| Jacobsen Capital Management | 594 | $336.4K | 0.11% | +10+1.7% | Added |
| SFE Investment Counsel | 594 | $336.4K | 0.05% | +594 | New |
| Smithfield Trust Co | 597 | $337.0K | 0.01% | +7+1.2% | Added |
| Becker Capital Management Inc | 597 | $338.1K | 0.01% | +15+2.6% | Added |
| EdgeRock Capital LLC | 598 | $339.2K | 0.09% | +101+20.3% | Added |
| Southern Capital Advisors, LLC | 600 | $339.8K | 0.16% | 00.0% | Unchanged |
| Embree Financial Group | 600 | $339.8K | 0.04% | +132+28.2% | Added |
| O'Neil Global Advisors, Inc. | 600 | $339.8K | 0.12% | +600 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 600 | $339.8K | 0.10% | +600 | New |
| Opal Wealth Advisors, LLC | 601 | $340.4K | 0.09% | +14+2.4% | Added |
| Robertson Stephens Wealth Management, LLC | 601 | $340.7K | 0.01% | +25+4.3% | Added |
| McAdam, LLC | 602 | $340.9K | 0.02% | +120+24.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 605 | $342.6K | 0.06% | +25+4.3% | Added |
| Webster Bank, N. A. | 606 | $343.2K | 0.03% | −57−8.6% | Reduced |
| West Paces Advisors Inc. | 611 | $346.0K | 0.07% | +40+7.0% | Added |
| J Hagan Capital, Inc. | 612 | $346.6K | 0.19% | +12+2.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 613 | $347.2K | 0.12% | −52−7.8% | Reduced |
| Strengthening Families & Communities, LLC | 613 | $347.2K | 0.12% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 613 | $347.2K | 0.03% | +613 | New |
| Austin Private Wealth, LLC | 614 | $347.7K | 0.03% | −24−3.8% | Reduced |
| Bulltick Wealth Management, LLC | 614 | $347.7K | 0.07% | +614 | New |
| Anderson Financial Strategies, LLC | 615 | $348.3K | 0.20% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 616 | $348.9K | 0.04% | −544−46.9% | Reduced |
| Second Line Capital, LLC | 616 | $348.9K | 0.07% | +30+5.1% | Added |
| Alessandra Capital Management, LLC | 616 | $348.9K | 0.31% | +616 | New |
| Caitong International Asset Management Co., Ltd | 618 | $350.0K | 0.09% | +618 | New |
| Cercano Management LLC | 621 | $351.7K | 0.01% | −8,614−93.3% | Reduced |
| Custom Index Systems, LLC | 623 | $352.8K | 0.16% | −326−34.4% | Reduced |
| Fairscale Capital, LLC | 623 | $352.8K | 0.23% | −208−25.0% | Reduced |
| Permanent Capital Management, LP | 623 | $352.8K | 0.07% | +9+1.5% | Added |
| Indiana Trust & Investment Management CO | 625 | $354.0K | 0.10% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 629 | $356.2K | 0.08% | +29+4.8% | Added |
| Equity Wealth Partners, LLC | 634 | $359.1K | 0.23% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 636 | $360.2K | 0.09% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 637 | $360.8K | 0.05% | −3,001−82.5% | Reduced |
| Navigoe, LLC | 639 | $361.0K | 0.22% | −16−2.4% | Reduced |
| Welch Group, LLC | 639 | $361.9K | 0.01% | +134+26.5% | Added |
| Putney Financial Group LLC | 640 | $362.5K | 0.34% | −10−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 641 | $363.0K | 0.01% | +462+258.1% | Added |
| Worthington Financial Partners, LLC | 647 | $366.4K | 0.32% | +647 | New |
| Gallacher Capital Management LLC | 647 | $366.7K | 0.14% | −1−0.2% | Reduced |
| Cypress Wealth Services, LLC | 648 | $367.0K | 0.05% | +648 | New |
| Box Hill Private Wealth LLC | 649 | $367.6K | 0.37% | +649 | New |
| Dynamic Technology Lab Private Ltd | 649 | $368.0K | 0.08% | +649 | New |
| Emprise Bank | 650 | $368.1K | 0.15% | −3−0.5% | Reduced |
| Pasadena Private Wealth, LLC | 650 | $368.1K | 0.05% | −1−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 650 | $368.1K | 0.02% | +39+6.4% | Added |
| Cary Street Partner Investment Advisory LLC | 650 | $368.1K | 0.10% | +222+51.9% | Added |
| GFS Advisors, LLC | 650 | $368.1K | 0.04% | +650 | New |
| Hemenway Trust Co LLC | 652 | $369.3K | 0.03% | −10−1.5% | Reduced |
| Fundamentun, LLC | 655 | $371.0K | 0.01% | +655 | New |
| Rodgers Brothers Inc. | 657 | $372.1K | 0.04% | 00.0% | Unchanged |
| Seven Mile Advisory | 658 | $372.6K | 0.06% | −96−12.7% | Reduced |
| Adell Harriman & Carpenter Inc | 658 | $372.7K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 661 | $374.3K | 0.09% | +611+1,222.0% | Added |
| AlTi Global, Inc. | 667 | $378.0K | 0.01% | +667 | New |
| Granite Investment Partners, LLC | 668 | $378.3K | 0.02% | −128−16.1% | Reduced |
| Dividend Assets Capital, LLC | 668 | $378.3K | 0.07% | 00.0% | Unchanged |
| Haverford Trust Co | 671 | $380.0K | 0.00% | +117+21.1% | Added |
| Farnam Financial LLC | 671 | $380.0K | 0.29% | +671 | New |
| Operose Advisors LLC | 672 | $380.0K | 0.09% | +118+21.3% | Added |
| Trajan Wealth LLC | 673 | $381.2K | 0.02% | +673 | New |
| Great Diamond Partners, LLC | 674 | $381.7K | 0.07% | +8+1.2% | Added |
| Viewpoint Capital Management LLC | 675 | $382.3K | 0.17% | 00.0% | Unchanged |
| Ewa, LLC | 675 | $382.3K | 0.09% | +67+11.0% | Added |
| Teza Capital Management LLC | 676 | $382.9K | 1.23% | +676 | New |
| Avion Wealth | 677 | $383.0K | 0.08% | −287−29.8% | Reduced |
| Burford Brothers, Inc. | 677 | $383.4K | 0.16% | −1−0.1% | Reduced |
| Values First Advisors, Inc. | 677 | $383.7K | 0.20% | −100−12.9% | Reduced |
| Essex Savings Bank | 678 | $384.0K | 0.08% | −5−0.7% | Reduced |
| Howe & Rusling Inc | 680 | $385.1K | 0.03% | +680 | New |
| Schnieders Capital Management, LLC. | 680 | $385.1K | 0.06% | −293−30.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 680 | $385.1K | 0.01% | −192−22.0% | Reduced |
| HBW Advisory Services LLC | 682 | $386.3K | 0.04% | +682 | New |
| Traveka Wealth, LLC | 685 | $387.8K | 0.16% | −14−2.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 685 | $388.0K | 0.01% | +43+6.7% | Added |
| Ground Swell Capital, LLC | 686 | $388.5K | 0.80% | +686 | New |
| KC Investment Advisors, LLC | 688 | $389.7K | 0.10% | +93+15.6% | Added |
| Werba Rubin Papier Wealth Management | 689 | $390.2K | 0.11% | +199+40.6% | Added |
| Princeton Capital Management LLC | 690 | $390.8K | 0.10% | +104+17.7% | Added |
| Old Peak Finance LLC | 690 | $390.8K | 0.24% | +690 | New |
| Wall Street Financial Group, Inc. | 696 | $394.2K | 0.29% | +49+7.6% | Added |
| Parkside Investments, LLC | 700 | $396.5K | 0.05% | 00.0% | Unchanged |
| Promethium Advisors,llc | 700 | $396.5K | 0.21% | 00.0% | Unchanged |
| Park Place Capital Corp | 701 | $397.0K | 0.08% | −750−51.7% | Reduced |
| Armis Advisers, LLC | 832 | $397.7K | 0.04% | +189+29.4% | Added |
| AGH Wealth Advisors, LLC | 707 | $400.4K | 0.30% | −13−1.8% | Reduced |
| Crews Bank & Trust | 708 | $401.0K | 0.06% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 709 | $401.5K | 0.04% | +228+47.4% | Added |
| Morling Financial Advisors, LLC | 712 | $403.2K | 0.13% | +7+1.0% | Added |
| Dearborn Partners LLC | 713 | $403.8K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 713 | $403.8K | 0.11% | +69+10.7% | Added |
| Eagle Strategies LLC | 715 | $404.9K | 0.05% | +105+17.2% | Added |
| Spartan Planning & Wealth Management | 717 | $406.1K | 0.30% | +717 | New |
| Johnson Financial Group, Inc. | 717 | $406.1K | 0.02% | −252−26.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 718 | $406.6K | 0.07% | +718 | New |
| Claro Advisors LLC | 718 | $406.6K | 0.06% | +14+2.0% | Added |