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 |
|---|---|---|---|---|---|
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 14,864 | $8.42M | 2.26% | +14,864 | New |
| Bokf, NA | 14,810 | $8.39M | 0.13% | −3,239−17.9% | Reduced |
| Simplify Asset Management Inc. | 14,740 | $8.35M | 0.14% | +7,100+92.9% | Added |
| Freestone Capital Holdings, LLC | 14,535 | $8.23M | 0.24% | +537+3.8% | Added |
| Bouvel Investment Partners, LLC | 14,505 | $8.21M | 2.37% | +251+1.8% | Added |
| Trifecta Capital Advisors, LLC | 14,461 | $8.19M | 1.21% | +447+3.2% | Added |
| Prospect Hill Management, LLC | 14,450 | $8.18M | 3.31% | −375−2.5% | Reduced |
| Summit Financial, LLC | 14,424 | $8.17M | 0.12% | −38−0.3% | Reduced |
| First National Trust Co | 14,328 | $8.11M | 0.27% | +235+1.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 14,315 | $8.11M | 1.32% | +294+2.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,309 | $8.10M | 0.36% | +889+6.6% | Added |
| PKO Investment Management Joint-Stock Co | 14,300 | $8.10M | 0.65% | −14,805−50.9% | Reduced |
| Ascent Group, LLC | 14,247 | $8.07M | 0.28% | +707+5.2% | Added |
| Boston Trust Walden Corp | 13,972 | $7.91M | 0.06% | −170−1.2% | Reduced |
| Wedbush Securities Inc | 13,863 | $7.85M | 0.23% | +73+0.5% | Added |
| Greenfield Seitz Capital Management, LLC | 13,824 | $7.83M | 2.57% | −66−0.5% | Reduced |
| Bleakley Financial Group, LLC | 13,724 | $7.77M | 0.13% | −22−0.2% | Reduced |
| Boston Private Wealth LLC | 13,387 | $7.58M | 0.45% | −985−6.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,379 | $7.58M | 0.26% | −259−1.9% | Reduced |
| Regions Financial Corp | 13,357 | $7.56M | 0.05% | −549−3.9% | Reduced |
| Laird Norton Trust Company, LLC | 13,339 | $7.55M | 0.16% | +13,339 | New |
| Strategic Planning Group, LLC | 13,245 | $7.50M | 0.97% | −8,774−39.8% | Reduced |
| Spire Wealth Management | 13,153 | $7.45M | 0.25% | +5,117+63.7% | Added |
| Northwest & Ethical Investments L.P. | 13,045 | $7.40M | 0.17% | −1,038−7.4% | Reduced |
| Philadelphia Trust Co | 12,952 | $7.33M | 0.51% | +12,952 | New |
| Blue Square Asset Management, LLC | 12,932 | $7.32M | 3.25% | +188+1.5% | Added |
| Morse Asset Management, Inc | 12,912 | $7.31M | 1.46% | +78+0.6% | Added |
| Phoenix Holdings Ltd. | 12,892 | $7.31M | 0.08% | −1,278−9.0% | Reduced |
| Alerus Financial NA | 12,867 | $7.29M | 0.36% | −360−2.7% | Reduced |
| EP Wealth Advisors, LLC | 12,781 | $7.24M | 0.04% | +12,781 | New |
| Eastover Investment Advisors LLC | 12,764 | $7.23M | 3.18% | +252+2.0% | Added |
| United Capital Management of KS, Inc. | 12,718 | $7.20M | 1.01% | +422+3.4% | Added |
| Bath Savings Trust Co | 12,670 | $7.18M | 0.72% | −33−0.3% | Reduced |
| Arlington Financial Advisors, LLC | 12,662 | $7.17M | 1.03% | +92+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,508 | $7.08M | 0.34% | −1,073−7.9% | Reduced |
| Independent Advisor Alliance | 12,475 | $7.07M | 0.17% | −282−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,465 | $7.06M | 0.24% | +418+3.5% | Added |
| RSM US Wealth Management LLC | 12,301 | $7.04M | 0.09% | +1,143+10.2% | Added |
| North Dakota State Investment Board | 12,238 | $6.93M | 0.26% | +12,238 | New |
| China Universal Asset Management Co., Ltd. | 12,217 | $6.92M | 0.53% | +754+6.6% | Added |
| Fifth Third Wealth Advisors LLC | 12,196 | $6.91M | 0.24% | +315+2.7% | Added |
| Jump Financial, LLC | 12,152 | $6.88M | 0.09% | −23,495−65.9% | Reduced |
| Saranac Partners Ltd | 12,065 | $6.85M | 2.68% | +2,363+24.4% | Added |
| Knights of Columbus Asset Advisors LLC | 12,088 | $6.85M | 0.39% | −92−0.8% | Reduced |
| Adviser Investments LLC | 11,998 | $6.80M | 0.07% | +389+3.4% | Added |
| Stephens Inc | 11,974 | $6.78M | 0.08% | +1,964+19.6% | Added |
| Robocap Asset Management Ltd | 11,883 | $6.73M | 6.01% | −2,659−18.3% | Reduced |
| Legacy Trust | 11,866 | $6.72M | 1.26% | +575+5.1% | Added |
| CBOE Vest Financial, LLC | 11,833 | $6.70M | 0.09% | +3,679+45.1% | Added |
| Empirical Finance, LLC | 11,813 | $6.69M | 0.32% | −804−6.4% | Reduced |
| Fiduciary Trust Co | 11,801 | $6.68M | 0.08% | +11+0.1% | Added |
| Reuter James Wealth Management, LLC | 11,776 | $6.67M | 0.91% | −134−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 11,763 | $6.66M | 0.46% | −471−3.8% | Reduced |
| Commerzbank Aktiengesellschaft | 11,677 | $6.61M | 0.13% | −125−1.1% | Reduced |
| Petredis Investment Advisors LLC | 11,621 | $6.58M | 0.52% | −144−1.2% | Reduced |
| First Long Island Investors, LLC | 11,600 | $6.57M | 0.48% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 11,527 | $6.53M | 0.64% | −30−0.3% | Reduced |
| Segall Bryant & Hamill, LLC | 11,484 | $6.50M | 0.09% | +11,484 | New |
| Robinhood Asset Management, LLC | 11,437 | $6.48M | 0.52% | +11,437 | New |
| 1st Source Bank | 11,420 | $6.47M | 0.34% | −222−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 11,412 | $6.46M | 0.24% | +759+7.1% | Added |
| CAPROCK Group, Inc. | 11,355 | $6.43M | 0.14% | +2,161+23.5% | Added |
| Banque Cantonale Vaudoise | 11,345 | $6.43M | 0.23% | −3,471−23.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,328 | $6.42M | 0.07% | −98−0.9% | Reduced |
| Quadrant Capital Group LLC | 11,259 | $6.38M | 0.19% | +460+4.3% | Added |
| Prime Capital Investment Advisors, LLC | 11,238 | $6.37M | 0.08% | +5,416+93.0% | Added |
| First Financial Bankshares Inc | 11,225 | $6.36M | 0.13% | +4,738+73.0% | Added |
| Sequoia Financial Advisors, LLC | 11,181 | $6.33M | 0.04% | +2,083+22.9% | Added |
| Bridgewater Associates, LP | 11,170 | $6.33M | 0.02% | −949−7.8% | Reduced |
| Apollon Wealth Management, LLC | 11,133 | $6.31M | 0.11% | −11,704−51.3% | Reduced |
| Diversify Advisory Services, LLC | 11,744 | $6.28M | 0.20% | +291+2.5% | Added |
| Clark Capital Management Group, Inc. | 11,068 | $6.27M | 0.04% | +9,628+668.6% | Added |
| Linden Thomas Advisory Services, LLC | 11,062 | $6.27M | 0.63% | +119+1.1% | Added |
| Strategic Advisors LLC | 10,964 | $6.21M | 0.97% | +567+5.5% | Added |
| Argent Trust Co | 10,908 | $6.18M | 0.21% | +536+5.2% | Added |
| Skopos Labs, Inc. | 10,707 | $6.16M | 0.28% | +4,306+67.3% | Added |
| Morningstar Investment Management LLC | 10,817 | $6.13M | 0.36% | −18,590−63.2% | Reduced |
| Tandem Investment Advisors, Inc. | 10,765 | $6.10M | 0.23% | +1,546+16.8% | Added |
| Coldstream Capital Management Inc | 10,749 | $6.09M | 0.08% | −718−6.3% | Reduced |
| Plato Investment Management Ltd | 10,670 | $6.07M | 0.40% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 10,675 | $6.05M | 0.10% | +15+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 10,662 | $6.04M | 0.50% | −187−1.7% | Reduced |
| Clear Street Group Inc. | 10,640 | $6.03M | 0.03% | +10,640 | New |
| Gamco Investors, Inc. Et Al | 10,635 | $6.02M | 0.06% | +40+0.4% | Added |
| Baldwin Investment Management, LLC | 10,566 | $5.98M | 0.68% | +40.0% | Added |
| D L Carlson Investment Group Inc | 10,489 | $5.94M | 1.00% | −184−1.7% | Reduced |
| HighPoint Advisor Group LLC | 10,469 | $5.93M | 0.13% | −4,736−31.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 10,345 | $5.86M | 0.96% | −94−0.9% | Reduced |
| Equitable Holdings, Inc. | 10,250 | $5.81M | 0.04% | +2,816+37.9% | Added |
| Perigon Wealth Management, LLC | 10,222 | $5.79M | 0.10% | +13+0.1% | Added |
| Benjamin Edwards Inc | 10,214 | $5.79M | 0.06% | +502+5.2% | Added |
| Steel Peak Wealth Management LLC | 10,129 | $5.74M | 0.19% | −31,864−75.9% | Reduced |
| Howard Capital Management Inc. | 10,051 | $5.69M | 0.07% | +201+2.0% | Added |
| Diversify Wealth Management, LLC | 10,126 | $5.69M | 0.27% | +526+5.5% | Added |
| Summit Trail Advisors, LLC | 10,017 | $5.67M | 0.10% | −616−5.8% | Reduced |
| Sivik Global Healthcare LLC | 10,000 | $5.66M | 2.77% | −3,000−23.1% | Reduced |
| Farther Finance Advisors, LLC | 9,950 | $5.64M | 0.06% | +2,617+35.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 9,813 | $5.62M | 0.53% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 9,921 | $5.62M | 0.73% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 9,891 | $5.60M | 1.34% | −12−0.1% | Reduced |