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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 1,009 | $526.7K | 0.01% | +341+51.0% | Added |
| MBL Wealth, LLC | 930 | $526.7K | 0.04% | +930 | New |
| Hall Laurie J Trustee | 925 | $523.9K | 0.17% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,037 | $522.9K | 0.06% | +335+47.7% | Added |
| Optimize Financial Inc | 920 | $521.1K | 0.26% | +12+1.3% | Added |
| Fiduciary Financial Group, LLC | 920 | $521.1K | 0.07% | +19+2.1% | Added |
| Perissos Private Wealth Management, LLC | 916 | $518.8K | 0.45% | 00.0% | Unchanged |
| Clarus Group, Inc. | 915 | $518.2K | 0.19% | 00.0% | Unchanged |
| Navalign, LLC | 913 | $517.1K | 0.13% | 00.0% | Unchanged |
| Anchyra Partners LLC | 913 | $517.1K | 0.16% | +913 | New |
| FSM Wealth Advisors, LLC | 910 | $515.2K | 0.07% | −20−2.2% | Reduced |
| Integrity Advisory Solutions, LLC | 909 | $514.8K | 0.07% | +83+10.0% | Added |
| Hobbs Group Advisors, LLC | 905 | $512.6K | 0.15% | −97−9.7% | Reduced |
| Coastal Bridge Advisors, LLC | 905 | $512.6K | 0.04% | −13−1.4% | Reduced |
| Rainier Family Wealth Inc | 902 | $510.9K | 0.39% | −185−17.0% | Reduced |
| Wealth Management Associates, Inc. | 902 | $510.9K | 0.18% | +52+6.1% | Added |
| Riversedge Advisors, LLC | 901 | $510.3K | 0.08% | +17+1.9% | Added |
| Avidian Wealth Solutions, LLC | 900 | $509.7K | 0.02% | −108−10.7% | Reduced |
| Northstar Asset Management LLC | 900 | $509.7K | 0.11% | 00.0% | Unchanged |
| Praxis Capital Management LLC | 900 | $509.7K | 1.83% | +900 | New |
| Index Fund Advisors, Inc. | 887 | $502.4K | 0.02% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 887 | $502.4K | 0.20% | +887 | New |
| AlphaGrep UK Ltd | 887 | $502.4K | 0.17% | +887 | New |
| Voya Financial Advisors, Inc. | 873 | $502.3K | 0.05% | −127−12.7% | Reduced |
| Stonebridge Financial Group, LLC | 880 | $498.4K | 0.43% | +880 | New |
| Ariadne Wealth Management, LP | 1,041 | $498.2K | 0.21% | −82−7.3% | Reduced |
| YANKCOM Partnership | 878 | $497.3K | 0.21% | +52+6.3% | Added |
| Fiduciary Alliance LLC | 874 | $495.0K | 0.03% | −3,812−81.3% | Reduced |
| Evolve Private Wealth, LLC | 866 | $490.5K | 0.03% | +866 | New |
| Oak Harbor Wealth Partners, LLC | 865 | $489.9K | 0.12% | −113−11.6% | Reduced |
| Foronjy Financial LLC | 863 | $488.8K | 0.20% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 862 | $488.2K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 860 | $487.1K | 0.03% | −434−33.5% | Reduced |
| M.E. Allison & Co., Inc. | 860 | $487.1K | 0.33% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 857 | $485.4K | 0.08% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 853 | $483.1K | 0.08% | −1−0.1% | Reduced |
| Holderness Investments Co | 850 | $481.4K | 0.10% | 00.0% | Unchanged |
| Argentarii, LLC | 847 | $479.7K | 0.16% | +12+1.4% | Added |
| Founders Financial Alliance, LLC | 838 | $474.6K | 0.09% | −6−0.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 838 | $474.6K | 0.11% | −10−1.2% | Reduced |
| Magnus Financial Group LLC | 837 | $474.0K | 0.04% | +85+11.3% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 832 | $471.2K | 0.09% | +832 | New |
| First Nebraska Trust Co | 831 | $470.6K | 0.04% | +831 | New |
| Pension & Wealth Management Advisors, Inc. | 828 | $469.4K | 0.14% | +51+6.6% | Added |
| Forefront Wealth Partners, LLC | 819 | $463.8K | 0.22% | +21+2.6% | Added |
| Platform Technology Partners | 818 | $463.1K | 0.10% | +6+0.7% | Added |
| Avid Wealth Partners LLC | 816 | $462.1K | 0.23% | +70+9.4% | Added |
| JM2 Capital Inc. | 815 | $461.6K | 0.37% | +815 | New |
| Triangle Securities Wealth Management | 812 | $459.9K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 811 | $459.3K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 809 | $458.2K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 806 | $456.4K | 0.16% | +585+264.7% | Added |
| Congress Park Capital LLC | 803 | $455.0K | 0.14% | +803 | New |
| VisionPoint Advisory Group, LLC | 803 | $454.8K | 0.09% | +16+2.0% | Added |
| Prescott Group Capital Management, L.L.C. | 802 | $454.2K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 802 | $454.2K | 0.06% | 00.0% | Unchanged |
| One Capital Management, LLC | 802 | $454.2K | 0.01% | −76−8.7% | Reduced |
| ProVise Management Group, LLC | 801 | $453.7K | 0.03% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 801 | $453.7K | 0.02% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $453.7K | 0.13% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 929 | $453.5K | 0.16% | +18+2.0% | Added |
| Arnhold LLC | 800 | $453.1K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 800 | $453.1K | 0.05% | +800 | New |
| First American Trust, FSB | 799 | $452.6K | 0.03% | −8−1.0% | Reduced |
| Francis Financial, Inc. | 799 | $452.5K | 0.09% | +43+5.7% | Added |
| Autumn Glory Partners, LLC | 799 | $452.5K | 0.16% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 799 | $452.5K | 0.21% | +69+9.5% | Added |
| Ruggiero Investments, Inc. | 799 | $452.5K | 0.41% | +799 | New |
| Capital Performance Advisors LLP | 796 | $451.1K | 0.03% | +220+38.2% | Added |
| First Foundation Advisors | 794 | $449.7K | 0.02% | −245−23.6% | Reduced |
| Buck Wealth Strategies, LLC | 793 | $449.1K | 0.06% | +793 | New |
| Osmosis Investment Management UK Ltd | 792 | $448.6K | 0.01% | +792 | New |
| WESPAC Advisors SoCal, LLC | 790 | $447.4K | 0.09% | −11−1.4% | Reduced |
| Aries Wealth Management | 785 | $444.6K | 0.10% | +140+21.7% | Added |
| StoneX Group Inc. | 784 | $444.5K | 0.02% | −389−33.2% | Reduced |
| Saturna Capital CORP | 783 | $443.5K | 0.01% | +783 | New |
| McKinley Carter Wealth Services, Inc. | 782 | $442.9K | 0.02% | −1−0.1% | Reduced |
| Creative Capital Management Investments LLC | 780 | $441.8K | 0.13% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 780 | $441.8K | 0.04% | +261+50.3% | Added |
| Evermay Wealth Management LLC | 779 | $441.2K | 0.05% | +48+6.6% | Added |
| Vertex Planning Partners, LLC | 778 | $440.6K | 0.10% | −109−12.3% | Reduced |
| Altfest L J & Co Inc | 775 | $438.9K | 0.05% | −7−0.9% | Reduced |
| Vaughan David Investments LLC | 773 | $438.0K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 772 | $437.2K | 0.05% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 771 | $436.7K | 0.05% | +35+4.8% | Added |
| R Squared Ltd | 770 | $436.1K | 0.20% | −2,979−79.5% | Reduced |
| Burton Enright Welch | 768 | $435.0K | 0.06% | +55+7.7% | Added |
| Walkner Condon Financial Advisors LLC | 766 | $433.8K | 0.06% | +205+36.5% | Added |
| Yukon Wealth Management, Inc. | 903 | $432.1K | 0.25% | −25−2.7% | Reduced |
| Secure Asset Management, LLC | 762 | $431.6K | 0.07% | +30+4.1% | Added |
| Abacus Wealth Partners, LLC | 761 | $431.0K | 0.04% | +761 | New |
| Regent Peak Wealth Advisors LLC | 760 | $430.4K | 0.08% | +40+5.6% | Added |
| Glassy Mountain Advisors, Inc. | 757 | $428.7K | 0.13% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $428.2K | 0.21% | 00.0% | Unchanged |
| Family Management Corp | 754 | $427.0K | 0.05% | +95+14.4% | Added |
| Blom & Howell Financial Planning, Inc. | 752 | $425.9K | 0.42% | +752 | New |
| 44 Wealth Management LLC | 749 | $424.2K | 0.14% | −257−25.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 751 | $424.0K | 0.14% | −18−2.3% | Reduced |
| Cura Wealth Advisors, LLC | 748 | $423.7K | 0.16% | +748 | New |
| Tribridge Partners Financial LLC | 746 | $422.5K | 0.18% | 00.0% | Unchanged |