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 |
|---|---|---|---|---|---|
| J Hagan Capital, Inc. | 612 | $346.6K | 0.19% | +12+2.0% | Added |
| West Paces Advisors Inc. | 611 | $346.0K | 0.07% | +40+7.0% | Added |
| Webster Bank, N. A. | 606 | $343.2K | 0.03% | −57−8.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 605 | $342.6K | 0.06% | +25+4.3% | Added |
| McAdam, LLC | 602 | $340.9K | 0.02% | +120+24.9% | Added |
| Robertson Stephens Wealth Management, LLC | 601 | $340.7K | 0.01% | +25+4.3% | Added |
| Opal Wealth Advisors, LLC | 601 | $340.4K | 0.09% | +14+2.4% | 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 |
| EdgeRock Capital LLC | 598 | $339.2K | 0.09% | +101+20.3% | Added |
| Becker Capital Management Inc | 597 | $338.1K | 0.01% | +15+2.6% | Added |
| Smithfield Trust Co | 597 | $337.0K | 0.01% | +7+1.2% | Added |
| Jacobsen Capital Management | 594 | $336.4K | 0.11% | +10+1.7% | Added |
| SFE Investment Counsel | 594 | $336.4K | 0.05% | +594 | New |
| Letson Investment Management, Inc. | 593 | $335.9K | 0.12% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 592 | $335.3K | 0.06% | +32+5.7% | Added |
| Westfuller Advisors, LLC | 591 | $334.7K | 0.14% | +16+2.8% | Added |
| Blalock Williams, LLC | 588 | $332.7K | 0.27% | +47+8.7% | Added |
| Koshinski Asset Management, Inc. | 584 | $330.8K | 0.02% | −8,278−93.4% | Reduced |
| Great Lakes Retirement, Inc. | 584 | $330.8K | 0.03% | −2−0.3% | Reduced |
| Beckerman Institutional, LLC | 584 | $330.8K | 0.19% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 583 | $330.2K | 0.06% | +583 | New |
| Aigen Investment Management, LP | 578 | $327.4K | 0.08% | −7,371−92.7% | Reduced |
| Greenup Street Wealth Management LLC | 578 | $327.3K | 0.05% | +22+4.0% | Added |
| Strategies Wealth Advisors, LLC | 577 | $326.8K | 0.03% | +10+1.8% | Added |
| J.M. Arbour, LLC | 576 | $326.2K | 0.33% | +576 | New |
| South Shore Capital Advisors | 575 | $325.7K | 0.24% | +575 | New |
| CVA Family Office, LLC | 574 | $325.1K | 0.04% | +80+16.2% | Added |
| Integral Investment Advisors, Inc. | 574 | $325.1K | 0.08% | +574 | New |
| Reston Wealth Management LLC | 573 | $324.5K | 0.10% | +573 | New |
| Thompson Siegel & Walmsley LLC | 571 | $323.0K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 570 | $322.8K | 0.12% | +12+2.2% | Added |
| Cornerstone Advisory, LLC | 569 | $322.0K | 0.03% | +569 | New |
| Associated Banc-Corp | 568 | $321.7K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 567 | $321.3K | 0.10% | −92−14.0% | Reduced |
| TCI Wealth Advisors, Inc. | 567 | $321.1K | 0.02% | −49−8.0% | Reduced |
| Waystone Advisors LLC | 567 | $321.1K | 0.28% | +567 | New |
| Waldron Private Wealth LLC | 565 | $320.0K | 0.01% | −47−7.7% | Reduced |
| Somerset Group LLC | 540 | $319.8K | 0.24% | 00.0% | Unchanged |
| Successful Portfolios LLC | 545 | $319.5K | 0.16% | +15+2.8% | Added |
| J.Safra Asset Management Corp | 564 | $319.4K | 0.02% | +3+0.5% | Added |
| Cornerstone Select Advisors, LLC | 564 | $319.4K | 0.22% | +9+1.6% | Added |
| Topsail Wealth Management, LLC | 563 | $318.9K | 0.05% | +20+3.7% | Added |
| QVR LLC | 563 | $318.9K | 0.22% | +563 | New |
| Kathmere Capital Management, LLC | 563 | $318.9K | 0.02% | +563 | New |
| Hoxton Planning & Management, LLC | 561 | $317.7K | 0.09% | +10+1.8% | Added |
| Real Talk Capital, LLC | 560 | $317.2K | 0.32% | +560 | New |
| Confluence Wealth Services, Inc. | 558 | $316.0K | 0.01% | −18−3.1% | Reduced |
| Rothschild Investment LLC | 558 | $316.0K | 0.02% | +65+13.2% | Added |
| Elevatus Welath Management | 556 | $314.9K | 0.09% | −149−21.1% | Reduced |
| Boreal Capital Management LLC | 555 | $314.3K | 0.24% | +78+16.4% | Added |
| Correct Capital Wealth Management | 554 | $313.8K | 0.06% | +54+10.8% | Added |
| Ledyard National Bank | 554 | $313.8K | 0.03% | +554 | New |
| White Knight Strategic Wealth Advisors, LLC | 554 | $313.8K | 0.23% | +554 | New |
| Fox Run Management, L.L.C. | 553 | $313.2K | 0.05% | −2,271−80.4% | Reduced |
| NorthStar Asset Management LLC | 553 | $313.2K | 0.14% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 552 | $312.6K | 0.06% | +33+6.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 549 | $310.9K | 0.11% | −9−1.6% | Reduced |
| G2 Capital Management, LLC | 545 | $308.7K | 0.07% | −28−4.9% | Reduced |
| IFG Advisory, LLC | 545 | $308.7K | 0.01% | +3+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 544 | $308.1K | 0.01% | −160−22.7% | Reduced |
| Wallace Hart LLC | 542 | $307.0K | 0.23% | −18−3.2% | Reduced |
| Burney Co | 542 | $307.0K | 0.01% | +542 | New |
| Northwest Wealth Management, LLC | 541 | $306.4K | 0.05% | −8−1.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 541 | $306.4K | 0.04% | +541 | New |
| Smith & Howard Wealth Management, LLC | 540 | $305.8K | 0.07% | −72−11.8% | Reduced |
| Stonebrook Private Inc. | 540 | $305.8K | 0.06% | +58+12.0% | Added |
| Dynasty Wealth Management, LLC | 539 | $305.3K | 0.00% | +539 | New |
| Arvest Investments, Inc. | 534 | $302.4K | 0.04% | −4−0.7% | Reduced |
| PUREfi Wealth, LLC | 534 | $302.4K | 0.23% | +30+6.0% | Added |
| Continental Investors Services, Inc. | 594 | $300.0K | 0.39% | +44+8.0% | Added |
| BlackDiamond Wealth Management Inc. | 608 | $299.6K | 0.15% | +19+3.2% | Added |
| MV Capital Management, Inc. | 529 | $299.6K | 0.03% | +6+1.1% | Added |
| Corundum Group, Inc. | 527 | $298.5K | 0.10% | +527 | New |
| Arlington Trust Co LLC | 524 | $296.8K | 0.03% | −224−29.9% | Reduced |
| Foster Group, Inc. | 523 | $296.2K | 0.01% | +523 | New |
| Reflection Asset Management | 523 | $296.2K | 0.21% | +523 | New |
| Mengis Capital Management, Inc. | 521 | $295.1K | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 520 | $294.5K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 517 | $292.8K | 0.05% | +24+4.9% | Added |
| Keudell/Morrison Wealth Management | 517 | $292.8K | 0.06% | +517 | New |
| Lake Street Financial LLC | 516 | $292.2K | 0.04% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 513 | $290.5K | 0.01% | +513 | New |
| Covestor Ltd | 512 | $290.0K | 0.15% | +53+11.5% | Added |
| Gemmer Asset Management LLC | 511 | $289.4K | 0.02% | +1+0.2% | Added |
| Main Street Research LLC | 508 | $287.7K | 0.02% | +508 | New |
| BIP Wealth, LLC | 508 | $287.7K | 0.01% | +508 | New |
| Novare Capital Management LLC | 507 | $287.1K | 0.02% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 504 | $285.4K | 0.10% | +504 | New |
| Strategic Family Wealth Counselors, L.L.C. | 541 | $285.3K | 0.06% | +541 | New |
| Evanson Asset Management, LLC | 503 | $284.9K | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 502 | $284.3K | 0.04% | +6+1.2% | Added |
| Simon Quick Advisors, LLC | 502 | $284.3K | 0.01% | +502 | New |
| Obermeyer Wood Investment Counsel, LLLP | 501 | $283.7K | 0.01% | 00.0% | Unchanged |
| Dodge & Cox | 500 | $283.2K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $283.2K | 0.04% | 00.0% | Unchanged |
| Sun Financial Inc | 500 | $283.2K | 0.16% | +500 | New |
| BridgePort Financial Solutions, LLC | 499 | $282.6K | 0.08% | −77−13.4% | Reduced |