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 |
|---|---|---|---|---|---|
| Miller Financial Services LLC | 1,118 | $633.2K | 0.74% | −133−10.6% | Reduced |
| Forbes J M & Co LLP | 1,112 | $629.8K | 0.05% | −10−0.9% | Reduced |
| Aspen Capital Management, LLC | 1,111 | $629.2K | 0.16% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,109 | $628.1K | 0.04% | +182+19.6% | Added |
| Beacon Financial Group | 1,109 | $628.1K | 0.06% | +77+7.5% | Added |
| Nations Financial Group Inc, | 1,103 | $624.7K | 0.03% | +232+26.6% | Added |
| Ameliora Wealth Management Ltd. | 1,102 | $624.1K | 0.19% | +60+5.8% | Added |
| Family Capital Trust Co | 1,098 | $621.9K | 0.20% | 00.0% | Unchanged |
| 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 |
| Wrapmanager Inc | 1,093 | $619.0K | 0.21% | +2+0.2% | Added |
| Financial Perspectives, Inc | 1,091 | $617.9K | 0.17% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 1,087 | $615.6K | 0.24% | +120+12.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,079 | $612.0K | 0.00% | −16−1.5% | Reduced |
| DMG Group, LLC | 1,079 | $611.1K | 0.41% | +201+22.9% | Added |
| Ipswich Investment Management Co., Inc. | 1,078 | $610.5K | 0.14% | +30+2.9% | Added |
| Huntleigh Advisors, Inc. | 1,076 | $609.4K | 0.10% | −1,076−50.0% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,076 | $609.4K | 0.47% | +1,076 | New |
| Elevated Capital Advisors, LLC | 1,075 | $608.8K | 0.14% | −237−18.1% | Reduced |
| Three Seasons Wealth, LLC | 1,075 | $608.8K | 0.06% | +1,075 | New |
| Income Insurance Ltd | 1,072 | $607.1K | 0.39% | +1,072 | New |
| SHP Wealth Management | 1,070 | $606.2K | 0.05% | +1,070 | New |
| Eagle Wealth Advisors LLC | 1,069 | $605.4K | 0.52% | +1,069 | New |
| Graham Capital Management, L.P. | 1,068 | $604.9K | 0.02% | −710−39.9% | Reduced |
| Clear Street Markets LLC | 1,067 | $604.3K | 0.11% | +951+819.8% | Added |
| Financial Management Network Inc | 1,073 | $603.0K | 0.10% | −33−3.0% | Reduced |
| Apriem Advisors | 1,064 | $602.6K | 0.06% | −14−1.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,062 | $601.5K | 0.21% | +155+17.1% | Added |
| LJI Wealth Management, LLC | 1,060 | $600.3K | 0.09% | +6+0.6% | Added |
| Sand Hill Global Advisors, LLC | 1,057 | $598.6K | 0.02% | +30+2.9% | Added |
| Visionary Wealth Advisors | 1,056 | $598.1K | 0.03% | +25+2.4% | Added |
| XTX Topco Ltd | 1,055 | $597.5K | 0.02% | −2,554−70.8% | Reduced |
| Lord & Richards Wealth Management, LLC | 1,053 | $596.4K | 0.51% | +102+10.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,047 | $593.0K | 0.14% | +33+3.3% | Added |
| Evercore Wealth Management, LLC | 1,045 | $591.8K | 0.01% | −15−1.4% | Reduced |
| NBC Securities, Inc. | 1,044 | $591.3K | 0.04% | +756+262.5% | Added |
| BlueStem Wealth Partners, LLC | 1,042 | $590.1K | 0.07% | +29+2.9% | Added |
| 1776 Wealth LLC | 1,035 | $586.2K | 0.22% | +7+0.7% | Added |
| Palisade Asset Management, LLC | 1,033 | $585.0K | 0.06% | −9−0.9% | Reduced |
| Carroll Investors, Inc | 1,033 | $585.0K | 0.28% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $582.8K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,028 | $582.2K | 0.03% | −32−3.0% | Reduced |
| Mosley Wealth Management | 1,299 | $582.1K | 0.27% | +1,299 | New |
| Sharp Financial Services, LLC | 1,027 | $581.7K | 0.29% | −129−11.2% | Reduced |
| Sentry Investment Management LLC | 1,025 | $581.0K | 0.38% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,023 | $579.4K | 0.03% | −61−5.6% | Reduced |
| Onefund, LLC | 1,022 | $578.8K | 0.35% | +61+6.3% | Added |
| Foundations Investment Advisors, LLC | 1,021 | $578.3K | 0.01% | −1,694−62.4% | Reduced |
| V2 Financial group LLC | 1,021 | $578.3K | 0.28% | +421+70.2% | Added |
| ADAR1 Capital Management, LLC | 1,020 | $577.7K | 0.04% | +1,020 | New |
| Sylvest Advisors, LLC | 1,019 | $577.1K | 0.31% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,143 | $576.3K | 0.09% | −103−8.3% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 1,017 | $576.0K | 0.19% | +30+3.0% | Added |
| IFC Advisors LLC | 1,016 | $575.4K | 0.08% | +332+48.5% | Added |
| Warther Private Wealth, LLC | 1,013 | $573.7K | 0.14% | +13+1.3% | Added |
| Blue Line Capital, LLC | 1,013 | $573.7K | 0.68% | +1,013 | New |
| Bailard, Inc. | 1,009 | $571.5K | 0.01% | −64−6.0% | Reduced |
| CoreCap Advisors, LLC | 1,009 | $571.3K | 0.02% | −2,153−68.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,150 | $571.2K | 0.24% | +829+258.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,008 | $571.0K | 0.00% | +1,008 | New |
| Pictet North America Advisors SA | 999 | $565.8K | 0.05% | −135−11.9% | Reduced |
| Ninepoint Partners LP | 995 | $563.5K | 0.07% | +995 | New |
| Guyasuta Investment Advisors Inc | 993 | $562.4K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $560.7K | 0.16% | 00.0% | Unchanged |
| Centennial Bank | 989 | $560.1K | 0.22% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 986 | $558.4K | 0.04% | +136+16.0% | Added |
| Brady Martz Wealth Solutions, LLC | 985 | $557.9K | 0.10% | −57−5.5% | Reduced |
| Wilian Securities, LLC | 985 | $557.9K | 0.60% | +985 | New |
| Integrity Alliance, LLC. | 984 | $557.3K | 0.02% | +984 | New |
| Flow Traders U.S. LLC | 981 | $556.0K | 0.02% | +981 | New |
| KFG Wealth Management, LLC | 980 | $555.0K | 0.07% | +17+1.8% | Added |
| Impact Investors, Inc | 979 | $554.6K | 0.38% | −13−1.3% | Reduced |
| RHS Financial, LLC | 978 | $553.9K | 0.27% | +187+23.6% | Added |
| Persistent Asset Partners Ltd | 977 | $553.3K | 0.27% | +977 | New |
| Clifford Swan Investment Counsel LLC | 975 | $552.2K | 0.02% | −33−3.3% | Reduced |
| Howard Financial Services, Ltd. | 973 | $551.1K | 0.06% | +155+18.9% | Added |
| Argos Wealth Advisors, LLC | 973 | $551.1K | 0.16% | +973 | New |
| Invesco, LLC | 971 | $549.9K | 0.18% | 00.0% | Unchanged |
| Fragasso Group Inc. | 970 | $549.4K | 0.03% | +119+14.0% | Added |
| Mutual Advisors, LLC | 967 | $547.5K | 0.01% | +76+8.5% | Added |
| Soltis Investment Advisors LLC | 965 | $546.7K | 0.04% | +172+21.7% | Added |
| Bridgewater Advisors Inc. | 1,042 | $545.8K | 0.04% | +53+5.4% | Added |
| Causey Wealth LLC | 963 | $545.4K | 0.25% | +310+47.5% | Added |
| Cornerstone Wealth Group, LLC | 962 | $545.0K | 0.04% | +204+26.9% | Added |
| Ameriflex Group, Inc. | 962 | $544.8K | 0.28% | +918+2,086.4% | Added |
| Paladin Wealth, LLC | 962 | $544.8K | 0.37% | +962 | New |
| Resurgent Financial Advisors LLC | 956 | $541.4K | 0.27% | −3−0.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 955 | $540.9K | 0.23% | −37−3.7% | Reduced |
| Bay Capital Advisors, LLC | 955 | $540.9K | 0.33% | +1+0.1% | Added |
| Financial Consulate, Inc | 954 | $540.3K | 0.07% | −229−19.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 950 | $538.0K | 0.31% | 00.0% | Unchanged |
| Citizens Business Bank | 948 | $536.9K | 0.09% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 943 | $534.1K | 0.01% | +679+257.2% | Added |
| Goepper Burkhardt LLC | 942 | $533.5K | 0.17% | 00.0% | Unchanged |
| Accuvest Global Advisors | 939 | $532.0K | 0.39% | +939 | New |
| Fortune Financial Advisors, LLC | 938 | $531.2K | 0.36% | −18−1.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 937 | $530.7K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 936 | $530.1K | 0.32% | 00.0% | Unchanged |
| SCS Capital Management LLC | 936 | $529.8K | 0.01% | +44+4.9% | Added |
| Aprio Wealth Management, LLC | 931 | $527.3K | 0.03% | +396+74.0% | Added |