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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 1,420 | $804.2K | 0.05% | +1+0.1% | Added |
| Laffer Tengler Investments | 1,411 | $799.1K | 0.12% | +481+51.7% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,408 | $797.4K | 0.10% | +1,408 | New |
| Wiregrass Investment Management LLC | 1,407 | $796.9K | 0.67% | +1,407 | New |
| Aviance Capital Partners, LLC | 1,407 | $796.9K | 0.09% | −183−11.5% | Reduced |
| Paladin Partners, LLC | 1,407 | $796.9K | 0.59% | +1,407 | New |
| Private Wealth Partners, LLC | 1,402 | $794.0K | 0.06% | −2−0.1% | Reduced |
| Massmutual Trust Co FSB | 1,400 | $792.9K | 0.02% | +136+10.8% | Added |
| Cambria Investment Management, L.P. | 1,399 | $792.3K | 0.05% | +688+96.8% | Added |
| Covenant Partners, LLC | 1,396 | $790.6K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,386 | $785.0K | 0.08% | +84+6.5% | Added |
| American State Bank (Iowa) | 1,385 | $784.4K | 0.38% | +19+1.4% | Added |
| FirstWave Capital Management LLC | 1,382 | $782.7K | 0.46% | +1,382 | New |
| TSFG, LLC | 1,380 | $782.0K | 0.12% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,379 | $781.0K | 0.23% | +50+3.8% | Added |
| Aventura Private Wealth, LLC | 1,378 | $780.4K | 0.28% | +8+0.6% | Added |
| American Trust | 1,375 | $778.7K | 0.07% | +1,375 | New |
| Petersen Hastings Wealth Advisors Inc. | 1,375 | $778.7K | 0.07% | +1,375 | New |
| Journey Advisory Group, LLC | 1,373 | $777.6K | 0.07% | −627−31.4% | Reduced |
| Garden State Investment Advisory Services LLC | 1,365 | $773.1K | 0.18% | +78+6.1% | Added |
| Atticus Wealth Management, LLC | 1,355 | $767.4K | 0.19% | −111−7.6% | 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 |
| Main Street Financial Solutions, LLC | 1,353 | $766.3K | 0.06% | −1,468−52.0% | Reduced |
| Resources Management Corp | 1,350 | $765.0K | 0.10% | 00.0% | Unchanged |
| Alpha Zero LLC | 1,347 | $762.9K | 0.42% | −76−5.3% | Reduced |
| Nicholas Investment Partners, LP | 1,341 | $759.5K | 0.06% | −9,263−87.4% | Reduced |
| Planning Alternatives Ltd | 1,340 | $758.9K | 0.10% | +1,340 | New |
| Modera Wealth Management, LLC | 1,339 | $758.4K | 0.01% | +18+1.4% | Added |
| Occidental Asset Management, LLC | 1,339 | $758.4K | 0.09% | −1−0.1% | Reduced |
| Private Trust Co NA | 1,338 | $757.8K | 0.07% | +134+11.1% | Added |
| Finivi Inc. | 1,325 | $750.4K | 0.43% | −116−8.0% | Reduced |
| Virtue Capital Management, LLC | 1,335 | $750.2K | 0.12% | −3,128−70.1% | Reduced |
| West Family Investments, Inc. | 1,322 | $748.7K | 0.18% | 00.0% | Unchanged |
| 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 |
| Condor Capital Management | 1,319 | $747.0K | 0.06% | −2−0.2% | Reduced |
| MJP Associates Inc | 1,319 | $747.0K | 0.09% | +95+7.8% | Added |
| TFC Financial Management | 1,317 | $745.9K | 0.09% | 00.0% | Unchanged |
| 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 |
| Caitlin John, LLC | 1,311 | $742.5K | 0.49% | +1,245+1,886.4% | Added |
| Monetary Management Group Inc | 1,310 | $741.9K | 0.17% | −35−2.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,308 | $740.5K | 0.03% | +23+1.8% | Added |
| Spirepoint Private Client, LLC | 1,298 | $735.1K | 0.07% | +76+6.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,285 | $727.8K | 0.21% | −25−1.9% | Reduced |
| Acropolis Investment Management, LLC | 1,283 | $726.6K | 0.03% | +328+34.3% | Added |
| 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 |
| Park Edge Advisors, LLC | 1,273 | $721.0K | 0.16% | −1,332−51.1% | Reduced |
| Ullmann Financial Group, Inc. | 1,344 | $718.1K | 0.07% | −3−0.2% | Reduced |
| Claris Financial LLC | 1,260 | $713.6K | 0.38% | +25+2.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,259 | $713.0K | 0.40% | −157−11.1% | Reduced |
| Versant Capital Management, Inc | 1,257 | $711.9K | 0.09% | −96−7.1% | Reduced |
| Allen Capital Group, LLC | 1,254 | $710.2K | 0.07% | +166+15.3% | Added |
| Jackson Square Capital, LLC | 1,250 | $708.0K | 0.14% | +36+3.0% | Added |
| Kapstone Financial Advisors LLC | 1,248 | $706.8K | 0.35% | 00.0% | Unchanged |
| David Loasby | 1,233 | $706.2K | 0.05% | +39+3.3% | Added |
| Investmark Advisory Group LLC | 1,241 | $702.9K | 0.30% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,240 | $702.3K | 0.06% | −11−0.9% | Reduced |
| Klingman & Associates, LLC | 1,222 | $692.1K | 0.03% | +71+6.2% | Added |
| Trust Co | 1,212 | $686.4K | 0.06% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,203 | $681.3K | 0.38% | −1−0.1% | Reduced |
| Planning Center, Inc. | 1,201 | $680.2K | 0.07% | 00.0% | Unchanged |
| Castleark Management LLC | 1,200 | $679.6K | 0.02% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,198 | $678.5K | 0.24% | +54+4.7% | Added |
| Global Trust Asset Management, LLC | 1,191 | $674.6K | 0.27% | +314+35.8% | Added |
| 71 West Capital Partners | 1,191 | $674.5K | 0.03% | +1,191 | New |
| Yarbrough Capital, LLC | 1,190 | $674.0K | 0.02% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 1,189 | $673.4K | 0.22% | +1,189 | New |
| Parkside Financial Bank & Trust | 1,175 | $665.5K | 0.05% | +85+7.8% | 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 |
| Centurion Wealth Management LLC | 1,174 | $664.9K | 0.15% | +107+10.0% | Added |
| Prosperity Wealth Management, Inc. | 1,172 | $663.8K | 0.22% | +1,172 | New |
| Cove Private Wealth, LLC | 1,170 | $662.6K | 0.20% | +462+65.3% | Added |
| Avenue 1 Advisors, LLC | 1,168 | $661.5K | 0.20% | −3−0.3% | Reduced |
| Naples Global Advisors, LLC | 1,166 | $660.4K | 0.05% | +100+9.4% | Added |
| Kestra Investment Management, LLC | 1,163 | $658.7K | 0.02% | −330−22.1% | Reduced |
| Liberty One Investment Management, LLC | 1,162 | $658.1K | 0.08% | −1,125−49.2% | Reduced |
| Drive Wealth Management, LLC | 1,161 | $657.6K | 0.13% | +72+6.6% | Added |
| Stokes Family Office, LLC | 1,158 | $655.8K | 0.06% | +153+15.2% | Added |
| Romano Brothers and Company | 1,157 | $655.3K | 0.07% | +80+7.4% | Added |
| Retireful, LLC | 1,144 | $655.1K | 0.82% | +1,144 | New |
| ZWJ Investment Counsel Inc | 1,155 | $654.1K | 0.02% | +84+7.8% | Added |
| AdvisorNet Financial, Inc | 1,151 | $651.9K | 0.03% | −36−3.0% | Reduced |
| Everpar Advisors LLC | 1,148 | $650.2K | 0.24% | +132+13.0% | Added |
| Cromwell Holdings LLC | 1,144 | $647.9K | 0.35% | 00.0% | Unchanged |
| 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 |
| Modern Wealth Management, LLC | 1,136 | $643.4K | 0.01% | +147+14.9% | Added |
| Prestige Wealth Management Group LLC | 1,132 | $641.1K | 0.12% | +1,050+1,280.5% | Added |
| Rossmore Private Capital | 1,131 | $640.6K | 0.06% | +133+13.3% | Added |
| Green Square Capital Advisors LLC | 1,128 | $638.9K | 0.07% | +178+18.7% | Added |
| Parcion Private Wealth LLC | 1,126 | $637.7K | 0.04% | +61+5.7% | Added |
| Net Worth Advisory Group | 1,125 | $637.3K | 0.13% | −30−2.6% | Reduced |
| First National Bank of Hutchinson | 1,121 | $634.9K | 0.37% | +1,121 | New |
| Tufton Capital Management | 1,121 | $634.0K | 0.11% | −167−13.0% | Reduced |