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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 3,902 | $2.21M | 0.29% | −79−2.0% | Reduced |
| Jacksonville Wealth Management, LLC | 3,900 | $2.21M | 1.56% | −29−0.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 3,879 | $2.20M | 0.45% | +3,879 | New |
| Del-Sette Capital Management, LLC | 3,804 | $2.15M | 1.33% | +3,804 | New |
| First Horizon Corp | 3,786 | $2.14M | 0.10% | +40+1.1% | Added |
| Altman Advisors, Inc. | 3,772 | $2.14M | 0.80% | +18+0.5% | Added |
| Balance Wealth, LLC | 3,758 | $2.13M | 0.68% | +1,270+51.0% | Added |
| GM Advisory Group, Inc. | 3,758 | $2.13M | 0.08% | +16+0.4% | Added |
| J. Stern & Co. LLP | 2,127,248 | $2.13M | 0.18% | +2,115,814+18,504.6% | Added |
| Principle Wealth Partners LLC | 3,751 | $2.12M | 0.12% | +25+0.7% | Added |
| IHT Wealth Management, LLC | 3,749 | $2.12M | 0.05% | +147+4.1% | Added |
| Grandfield & Dodd, LLC | 3,748 | $2.12M | 0.12% | −8−0.2% | Reduced |
| Iyo Bank, Ltd. | 3,720 | $2.11M | 0.67% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 3,689 | $2.09M | 0.60% | −527−12.5% | Reduced |
| Highview Capital Management LLC | 3,672 | $2.08M | 0.73% | +3,672 | New |
| Eastern Bank | 3,670 | $2.08M | 0.04% | −65−1.7% | Reduced |
| First United Bank Trust | 3,653 | $2.07M | 0.66% | −28−0.8% | Reduced |
| Davy Global Fund Management Ltd | 3,633 | $2.06M | 0.14% | +382+11.8% | Added |
| Twin Capital Management Inc | 3,630 | $2.06M | 0.26% | +2+0.1% | Added |
| Strategy Asset Managers LLC | 3,619 | $2.05M | 0.34% | +159+4.6% | Added |
| Hall Capital Management Co Inc | 3,605 | $2.04M | 0.79% | −101−2.7% | Reduced |
| Krane Funds Advisors LLC | 3,600 | $2.04M | 0.07% | +3,600 | New |
| WealthPlan Investment Management, LLC | 3,593 | $2.03M | 0.13% | +1,717+91.5% | Added |
| Patten Group, Inc. | 3,589 | $2.03M | 0.38% | +2,169+152.7% | Added |
| Westmount Partners, LLC | 3,581 | $2.03M | 0.51% | −263−6.8% | Reduced |
| Knollwood Investment Advisory, LLC | 3,581 | $2.03M | 0.19% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,575 | $2.02M | 0.10% | +1,402+64.5% | Added |
| Sagespring Wealth Partners, LLC | 3,551 | $2.01M | 0.04% | +718+25.3% | Added |
| RFG Advisory, LLC | 3,550 | $2.01M | 0.04% | +206+6.2% | Added |
| Portfolio Design Labs, LLC | 3,549 | $2.01M | 0.33% | +378+11.9% | Added |
| Field & Main Bank | 3,548 | $2.01M | 0.58% | +171+5.1% | Added |
| Chapman Investment Management, LLC | 3,544 | $2.01M | 1.47% | +608+20.7% | Added |
| Mission Creek Capital Partners, Inc. | 3,481 | $1.97M | 0.40% | +105+3.1% | Added |
| Bensler, LLC | 3,479 | $1.97M | 0.20% | −79−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 3,459 | $1.96M | 0.14% | +482+16.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,455 | $1.96M | 0.79% | −7−0.2% | Reduced |
| Arcadia Investment Management Corp | 3,448 | $1.95M | 0.32% | +1,248+56.7% | Added |
| SageView Advisory Group, LLC | 3,446 | $1.95M | 0.07% | +107+3.2% | Added |
| Grant Private Wealth Management Inc | 3,429 | $1.94M | 1.17% | −223−6.1% | Reduced |
| Lighthouse Investment Partners, LLC | 3,426 | $1.94M | 0.06% | +3,426 | New |
| HBK Sorce Advisory LLC | 3,967 | $1.94M | 0.04% | +219+5.8% | Added |
| Cigna Investments Inc | 3,417 | $1.94M | 0.28% | −59−1.7% | Reduced |
| BOCHK Asset Management Ltd | 3,400 | $1.93M | 0.51% | +3,400 | New |
| Mattson Financial Services, LLC | 3,392 | $1.92M | 0.45% | +3,392 | New |
| SlateStone Wealth, LLC | 3,385 | $1.92M | 0.16% | −22−0.6% | Reduced |
| Baader Bank INC | 3,382 | $1.92M | 0.16% | +837+32.9% | Added |
| Willner & Heller, LLC | 3,365 | $1.91M | 1.37% | −71−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,359 | $1.90M | 0.07% | +2,607+346.7% | Added |
| Buckingham Strategic Partners | 3,341 | $1.89M | 0.02% | −1,295−27.9% | Reduced |
| TMB Capital Partners, LLC | 3,314 | $1.88M | 0.64% | +3,314 | New |
| CNB Bank | 3,299 | $1.87M | 0.76% | −124−3.6% | Reduced |
| Ashton Thomas Securities, LLC | 3,256 | $1.85M | 0.35% | −46−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 3,245 | $1.84M | 0.20% | +14+0.4% | Added |
| Legacy Advisors, LLC | 3,238 | $1.83M | 0.20% | +177+5.8% | Added |
| Leavell Investment Management, Inc. | 3,223 | $1.83M | 0.08% | −169−5.0% | Reduced |
| First National Bank of Omaha | 3,173 | $1.81M | 0.05% | +2,523+388.2% | Added |
| Chicago Partners Investment Group LLC | 3,458 | $1.81M | 0.04% | +656+23.4% | Added |
| DGS Capital Management, LLC | 3,183 | $1.80M | 0.31% | +2,065+184.7% | Added |
| KPP Advisory Services LLC | 3,176 | $1.80M | 0.26% | +88+2.8% | Added |
| Harfst & Associates, Inc. | 3,167 | $1.79M | 0.32% | +56+1.8% | Added |
| Founders Financial Securities LLC | 3,162 | $1.79M | 0.11% | +373+13.4% | Added |
| Jefferies Financial Group Inc. | 3,154 | $1.79M | 0.01% | +1,604+103.5% | Added |
| Concord Asset Management, LLC | 3,137 | $1.78M | 0.31% | −46−1.4% | Reduced |
| Fulton Bank, N.A. | 3,115 | $1.76M | 0.06% | +13+0.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 3,115 | $1.76M | 0.02% | +465+17.5% | Added |
| Ashton Thomas Private Wealth, LLC | 3,092 | $1.75M | 0.04% | +1,194+62.9% | Added |
| Parnassus Investments | 3,087 | $1.75M | 0.00% | +298+10.7% | Added |
| IFP Advisors, Inc | 3,085 | $1.75M | 0.04% | −189−5.8% | Reduced |
| Norway Savings Bank | 3,056 | $1.73M | 0.80% | +241+8.6% | Added |
| Gilbert & Cook, Inc. | 3,056 | $1.73M | 0.22% | −113−3.6% | Reduced |
| Corient IA LLC | 3,050 | $1.73M | 1.62% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,041 | $1.72M | 0.22% | −336−9.9% | Reduced |
| Circle Wealth Management, LLC | 3,032 | $1.72M | 0.03% | +627+26.1% | Added |
| Capstone Wealth Management Group, LLC | 3,006 | $1.70M | 0.71% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,003 | $1.70M | 0.04% | +1,824+154.7% | Added |
| Capital Management Associates | 3,000 | $1.70M | 2.49% | +800+36.4% | Added |
| Umpqua Bank | 2,999 | $1.70M | 0.47% | −13−0.4% | Reduced |
| All Terrain Financial Advisors, LLC | 2,999 | $1.70M | 0.52% | +1,300+76.5% | Added |
| Strategic Blueprint, LLC | 2,996 | $1.70M | 0.10% | −455−13.2% | Reduced |
| Peloton Wealth Strategists | 2,984 | $1.69M | 0.65% | +1,788+149.5% | Added |
| Ausdal Financial Partners, Inc. | 2,976 | $1.69M | 0.08% | −170−5.4% | Reduced |
| Evolutionary Tree Capital Management, LLC | 2,968 | $1.68M | 1.95% | −78−2.6% | Reduced |
| Equitable Trust Co | 2,956 | $1.67M | 0.07% | +46+1.6% | Added |
| Advisory Alpha, LLC | 2,953 | $1.67M | 0.05% | +655+28.5% | Added |
| Wealthspire Advisors, LLC | 2,946 | $1.67M | 0.01% | +1,780+152.7% | Added |
| Quadcap Wealth Management, LLC | 2,945 | $1.67M | 0.19% | +42+1.4% | Added |
| Grove Bank & Trust | 2,936 | $1.66M | 0.19% | +1,656+129.4% | Added |
| Central Trust Co | 2,922 | $1.66M | 0.03% | +118+4.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,921 | $1.65M | 0.41% | +45+1.6% | Added |
| McRae Capital Management Inc | 2,915 | $1.65M | 0.34% | −25−0.9% | Reduced |
| Lifeworks Advisors, LLC | 2,915 | $1.65M | 0.21% | +386+15.3% | Added |
| Capital Investment Advisors, LLC | 2,913 | $1.65M | 0.03% | +415+16.6% | Added |
| Premier Path Wealth Partners, LLC | 2,894 | $1.64M | 0.21% | +53+1.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,894 | $1.64M | 0.11% | +1,181+68.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,879 | $1.63M | 0.08% | +861+42.7% | Added |
| NBT Bank N A | 3,336 | $1.62M | 0.11% | −136−3.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,843 | $1.61M | 0.19% | −405−12.5% | Reduced |
| Natural Investments, LLC | 2,838 | $1.61M | 0.40% | +324+12.9% | Added |
| McLaughlin Asset Management, Inc. | 2,828 | $1.60M | 1.43% | +2,828 | New |
| Bartlett & Co. Wealth Management LLC | 2,821 | $1.60M | 0.02% | +31+1.1% | Added |