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, Q1 2026
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2026. 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
- 2,323
- −64 vs. Q4 2025
- Shares held
- 300.2M
- +31.4M (+11.7%) vs. Q4 2025
- Total value
- $138.7B
- −$12.1B (−8.1%) vs. Q4 2025
- New holders
- 179
- 999 more added
- Sold out
- 243
- 834 more reduced
32 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perbak Capital Partners LLP | 1,342 | $618.6K | 0.15% | +1,342 | New |
| Dana Investment Advisors, Inc. | 1,348 | $621.4K | 0.02% | +208+18.2% | Added |
| Resources Management Corp | 1,350 | $622.0K | 0.08% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 1,350 | $622.3K | 0.05% | −52−3.7% | Reduced |
| Evolve Private Wealth, LLC | 1,359 | $626.5K | 0.03% | +493+56.9% | Added |
| Private Trust Co NA | 1,361 | $627.4K | 0.06% | +23+1.7% | Added |
| OneAscent Wealth Management LLC | 1,372 | $632.5K | 0.21% | −65−4.5% | Reduced |
| Lewis Asset Management, LLC | 1,373 | $632.9K | 0.26% | −78−5.4% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 1,375 | $633.9K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 1,380 | $636.0K | 0.10% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,381 | $636.8K | 0.02% | −44−3.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,387 | $639.4K | 0.09% | −348−20.1% | Reduced |
| Venturi Wealth Management, LLC | 1,387 | $639.4K | 0.03% | −267−16.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,388 | $639.9K | 0.01% | −1,363−49.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,397 | $644.0K | 0.16% | −149−9.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,399 | $644.9K | 0.19% | +20+1.5% | Added |
| Aviance Capital Partners, LLC | 1,407 | $648.6K | 0.08% | 00.0% | Unchanged |
| Alpha Zero LLC | 1,414 | $651.8K | 0.33% | +67+5.0% | Added |
| Trueblood Wealth Management, LLC | 1,415 | $652.3K | 0.26% | +61+4.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,416 | $652.8K | 0.03% | −132−8.5% | Reduced |
| Ullmann Financial Group, Inc. | 1,419 | $654.0K | 0.07% | +75+5.6% | Added |
| Alta Advisers Ltd | 1,421 | $655.1K | 0.24% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 1,422 | $655.5K | 0.25% | −413−22.5% | Reduced |
| Paladin Partners, LLC | 1,422 | $655.5K | 0.47% | +15+1.1% | Added |
| Seek First Inc. | 1,424 | $656.5K | 0.46% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,434 | $657.0K | 0.03% | +837+140.2% | Added |
| CoreCap Advisors, LLC | 1,425 | $657.2K | 0.02% | +416+41.2% | Added |
| Chicago Trust Co NA | 1,427 | $657.8K | 0.11% | −513−26.4% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,428 | $658.3K | 0.08% | +20+1.4% | Added |
| Simplicity Wealth,LLC | 1,430 | $659.3K | 0.04% | −240−14.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,434 | $661.1K | 0.05% | +1,434 | New |
| Cypress Capital Group | 1,436 | $662.0K | 0.07% | −3−0.2% | Reduced |
| Cooper Financial Group | 1,439 | $663.4K | 0.07% | −174−10.8% | Reduced |
| Childress Capital Advisors, LLC | 1,439 | $663.6K | 0.12% | −310−17.7% | Reduced |
| Blue Line Capital, LLC | 1,441 | $664.3K | 0.75% | +428+42.3% | Added |
| American State Bank (Iowa) | 1,447 | $667.1K | 0.32% | +62+4.5% | Added |
| Waters Parkerson & Co., LLC | 1,448 | $667.5K | 0.03% | −10−0.7% | Reduced |
| Foster & Motley Inc | 1,448 | $668.0K | 0.03% | +2+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,450 | $668.0K | 0.00% | +442+43.8% | Added |
| CM Wealth Advisors LLC | 1,454 | $670.3K | 0.14% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 1,456 | $671.2K | 0.35% | +20+1.4% | Added |
| Northern Oak Wealth Management Inc | 1,457 | $671.7K | 0.08% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,462 | $674.0K | 0.11% | −16−1.1% | Reduced |
| Guardian Financial Partners, LLC | 1,466 | $675.8K | 0.29% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,467 | $676.3K | 0.17% | +153+11.6% | Added |
| Advisor OS, LLC | 1,475 | $680.0K | 0.05% | −416−22.0% | Reduced |
| Great Lakes Advisors, LLC | 1,480 | $682.3K | 0.01% | −7,219−83.0% | Reduced |
| Wiregrass Investment Management LLC | 1,482 | $683.2K | 0.57% | +75+5.3% | Added |
| KRS Capital Management, LLC | 1,485 | $684.6K | 0.42% | +16+1.1% | Added |
| Blue Edge Capital, LLC | 1,487 | $685.5K | 0.09% | +8+0.5% | Added |
| Cozad Asset Management Inc | 1,492 | $687.8K | 0.05% | −60−3.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,494 | $688.7K | 0.05% | −1,400−48.4% | Reduced |
| Alliance Wealth Advisors, LLC | 1,494 | $688.7K | 0.15% | −887−37.3% | Reduced |
| Forefront Wealth Partners, LLC | 1,497 | $690.1K | 0.29% | +678+82.8% | Added |
| Asset Advisors Investment Management, LLC | 1,500 | $691.5K | 0.07% | +758+102.2% | Added |
| Cambridge Advisors Inc. | 1,503 | $692.9K | 0.13% | −15−1.0% | Reduced |
| First Heartland Consultants, Inc. | 1,505 | $694.0K | 0.05% | −57−3.6% | Reduced |
| Kraematon Investment Advisors, Inc | 1,510 | $696.1K | 0.57% | +25+1.7% | Added |
| WBH Advisory Inc | 1,500 | $696.7K | 0.05% | 00.0% | Unchanged |
| American Trust | 1,512 | $697.0K | 0.06% | +137+10.0% | Added |
| Security National Bank | 1,515 | $698.4K | 0.10% | −6−0.4% | Reduced |
| Canopy Partners, LLC | 1,521 | $701.2K | 0.24% | +78+5.4% | Added |
| Mitchell Sinkler & Starr | 1,530 | $705.3K | 0.33% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,532 | $706.2K | 0.17% | −90−5.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,532 | $706.2K | 0.15% | +78+5.4% | Added |
| Operose Advisors LLC | 1,536 | $708.1K | 0.16% | +864+128.6% | Added |
| Clear Creek Financial Management, LLC | 1,539 | $709.5K | 0.05% | −125−7.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,541 | $710.5K | 0.05% | +74+5.0% | Added |
| Gryphon Financial Partners LLC | 1,543 | $711.3K | 0.07% | +157+11.3% | Added |
| Qsemble Capital Management, LP | 1,558 | $718.2K | 0.05% | −724−31.7% | Reduced |
| Pincus Capital Management, LP | 1,560 | $719.1K | 0.50% | −105−6.3% | Reduced |
| Chilton Investment Co LLC | 1,561 | $719.6K | 0.02% | +50+3.3% | Added |
| Uniting Wealth Partners, LLC | 1,564 | $721.0K | 0.15% | +18+1.2% | Added |
| Moors & Cabot, Inc. | 1,566 | $721.9K | 0.03% | −6−0.4% | Reduced |
| Golden State Wealth Management, LLC | 1,568 | $723.0K | 0.08% | +24+1.6% | Added |
| Summit Global Investments | 1,577 | $727.0K | 0.04% | +53+3.5% | Added |
| Main Management ETF Advisors, LLC | 1,576 | $727.0K | 0.03% | +1,576 | New |
| Indivisible Partners | 1,588 | $732.1K | 0.06% | −113−6.6% | Reduced |
| Ground Swell Capital, LLC | 1,588 | $732.1K | 1.44% | +902+131.5% | Added |
| TownSquare Capital, LLC | 1,589 | $732.5K | 0.17% | −13−0.8% | Reduced |
| Park National Corp | 1,590 | $733.0K | 0.02% | +17+1.1% | Added |
| Financial Management Professionals, Inc. | 1,592 | $733.9K | 0.08% | −17−1.1% | Reduced |
| Cove Private Wealth, LLC | 1,601 | $738.0K | 0.17% | +431+36.8% | Added |
| Three Seasons Wealth, LLC | 1,604 | $739.4K | 0.28% | +529+49.2% | Added |
| Quotient Wealth Partners, LLC | 1,609 | $741.7K | 0.02% | −70−4.2% | Reduced |
| Essex Financial Services, Inc. | 1,615 | $744.5K | 0.04% | +13+0.8% | Added |
| Saiph Capital, LLC | 1,615 | $744.5K | 0.28% | +17+1.1% | Added |
| Richard W. Paul & Associates, LLC | 1,616 | $745.0K | 0.25% | −3−0.2% | Reduced |
| Marex Group plc | 1,626 | $749.6K | 0.01% | −18,491−91.9% | Reduced |
| Centaurus Financial, Inc. | 1,628 | $750.0K | 0.04% | −365−18.3% | Reduced |
| American Assets Inc | 12,000 | $753.0K | 0.25% | +10,500+700.0% | Added |
| Evansbrook LLC | 1,651 | $761.1K | 0.51% | +85+5.4% | Added |
| Conning Inc. | 1,655 | $762.9K | 0.03% | −274−14.2% | Reduced |
| Laffer Tengler Investments | 1,663 | $766.6K | 0.11% | +252+17.9% | Added |
| Birchbrook, Inc. | 1,674 | $771.7K | 0.38% | +84+5.3% | Added |
| Kirtland Hills Capital Management, LLC | 1,605 | $774.8K | 0.25% | +102+6.8% | Added |
| Richardson Financial Services Inc. | 1,685 | $776.8K | 0.49% | +27+1.6% | Added |
| nVerses Capital, LLC | 1,688 | $778.2K | 0.71% | +1,214+256.1% | Added |
| S-Bank Fund Management Ltd | 1,689 | $778.6K | 0.12% | −63−3.6% | Reduced |
| BFSG, LLC | 1,692 | $780.0K | 0.07% | +8+0.5% | Added |