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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 1,701 | $783.9K | 0.03% | +119+7.5% | Added |
| Trust Point Inc. | 1,705 | $786.0K | 0.07% | +127+8.0% | Added |
| Tobam | 1,723 | $794.0K | 0.21% | +264+18.1% | Added |
| Hartford Financial Management Inc. | 1,737 | $800.7K | 0.20% | +66+3.9% | Added |
| Flagship Harbor Advisors, LLC | 1,739 | $801.7K | 0.04% | +267+18.1% | Added |
| Kovack Advisors, Inc. | 1,731 | $802.6K | 0.04% | −5,023−74.4% | Reduced |
| Tiemann Investment Advisors, LLC | 1,743 | $803.5K | 0.32% | +5+0.3% | Added |
| AlphaCentric Advisors LLC | 1,750 | $806.7K | 0.81% | +250+16.7% | Added |
| WSFS Capital Management, LLC | 1,753 | $808.2K | 0.04% | −608−25.8% | Reduced |
| Missouri Trust & Investment Co | 1,755 | $809.0K | 0.24% | −200−10.2% | Reduced |
| Cache Advisors, LLC | 1,759 | $810.9K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 1,760 | $811.3K | 0.05% | +1,760 | New |
| 17 Capital Partners, LLC | 1,767 | $814.6K | 0.42% | +25+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,782 | $821.7K | 0.02% | −86−4.6% | Reduced |
| Secure Asset Management, LLC | 1,784 | $822.4K | 0.13% | +1,022+134.1% | Added |
| Oarsman Capital, Inc. | 1,792 | $826.1K | 0.10% | +250+16.2% | Added |
| Catalina Capital Group, LLC | 1,797 | $828.4K | 0.51% | +13+0.7% | Added |
| Integrated Advisors Network LLC | 1,801 | $830.2K | 0.04% | −111−5.8% | Reduced |
| RB Capital Management, LLC | 1,802 | $830.7K | 0.18% | +113+6.7% | Added |
| Ellerson Group Inc | 1,812 | $835.3K | 0.55% | +202+12.5% | Added |
| Pine Haven Investment Counsel, Inc | 1,817 | $837.6K | 0.62% | +5+0.3% | Added |
| KCM Investment Advisors LLC | 1,819 | $838.5K | 0.03% | +125+7.4% | Added |
| Stableford Capital II LLC | 1,820 | $839.0K | 0.31% | +8+0.4% | Added |
| ADAR1 Capital Management, LLC | 1,830 | $843.6K | 0.05% | +810+79.4% | Added |
| Petros Family Wealth, LLC | 1,832 | $844.5K | 0.60% | −84−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,832 | $844.5K | 0.06% | +191+11.6% | Added |
| Worthington Financial Partners, LLC | 1,843 | $849.6K | 0.73% | +1,196+184.9% | Added |
| Waterway Wealth Management, LLC | 1,857 | $856.1K | 0.19% | −505−21.4% | Reduced |
| Revolve Wealth Partners, LLC | 1,857 | $856.1K | 0.11% | −90−4.6% | Reduced |
| Brandywine Managers, LLC | 1,858 | $856.5K | 0.50% | −320−14.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,866 | $860.2K | 0.64% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,869 | $861.6K | 0.12% | +113+6.4% | Added |
| Manchester Capital Management LLC | 1,869 | $861.6K | 0.12% | −240−11.4% | Reduced |
| Bank of Stockton | 1,873 | $863.4K | 0.27% | +417+28.6% | Added |
| Liberty One Investment Management, LLC | 1,875 | $864.4K | 0.09% | +713+61.4% | Added |
| Orrstown Financial Services Inc | 1,881 | $867.1K | 0.15% | −218−10.4% | Reduced |
| Empower Advisory Group, LLC | 1,884 | $868.5K | 0.00% | −180−8.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,536 | $869.9K | 0.08% | +56+3.8% | Added |
| Jefferies Financial Group Inc. | 1,888 | $870.3K | 0.01% | −1,266−40.1% | Reduced |
| Tradition Wealth Management, LLC | 1,890 | $871.3K | 0.06% | +28+1.5% | Added |
| Heritage Wealth Advisors | 1,890 | $871.3K | 0.03% | +188+11.0% | Added |
| Journey Advisory Group, LLC | 1,896 | $874.0K | 0.07% | +523+38.1% | Added |
| Howard Capital Management Group, LLC | 1,900 | $875.9K | 0.06% | −200−9.5% | Reduced |
| Atlas Wealth Partners, LLC | 1,900 | $875.9K | 0.90% | −50−2.6% | Reduced |
| L2 Asset Management, LLC | 1,901 | $876.3K | 0.08% | +128+7.2% | Added |
| Cladis Investment Advisory, LLC | 1,905 | $878.2K | 0.48% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,909 | $880.0K | 0.21% | +33+1.8% | Added |
| NorthRock Partners, LLC | 1,918 | $884.5K | 0.01% | +403+26.6% | Added |
| Paragon Private Wealth Management, LLC | 1,925 | $887.4K | 0.28% | +47+2.5% | Added |
| Michael B. Yongue | 1,926 | $887.9K | 0.65% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,915 | $889.4K | 0.02% | +779+68.6% | Added |
| Camden Capital, LLC | 1,933 | $891.2K | 0.06% | +16+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 1,936 | $892.6K | 0.02% | −1−0.1% | Reduced |
| Brown Financial Advisors | 1,938 | $893.4K | 0.34% | +54+2.9% | Added |
| First Affirmative Financial Network | 1,944 | $896.4K | 0.35% | +1,944 | New |
| Allegheny Financial Group LTD | 1,948 | $898.0K | 0.12% | +15+0.8% | Added |
| Gladstone Institutional Advisory LLC | 1,954 | $900.8K | 0.03% | +30+1.6% | Added |
| Decision Investments, Inc | 1,955 | $901.2K | 1.02% | −64−3.2% | Reduced |
| Advyzon Investment Management, LLC | 1,968 | $907.1K | 0.08% | −61−3.0% | Reduced |
| BankChampaign, National Association | 1,969 | $907.7K | 0.90% | +21+1.1% | Added |
| HCR Wealth Advisors | 1,969 | $907.7K | 0.09% | +418+27.0% | Added |
| Trust Co of Virginia | 1,972 | $909.1K | 0.08% | −273−12.2% | Reduced |
| Harrington Investments, INC | 1,975 | $910.5K | 0.48% | −30−1.5% | Reduced |
| Covenant Asset Management, LLC | 1,975 | $910.5K | 0.19% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,979 | $912.3K | 0.09% | +137+7.4% | Added |
| Optas, LLC | 1,998 | $921.1K | 0.14% | +495+32.9% | Added |
| Prakash Investment Advisors LLC | 2,000 | $922.0K | 0.78% | −200−9.1% | Reduced |
| NCP Inc. | 2,000 | $922.0K | 1.53% | 00.0% | Unchanged |
| Conquis Financial LLC | 1,926 | $922.2K | 0.76% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 2,001 | $922.4K | 0.91% | +56+2.9% | Added |
| HBK Investments L P | 2,002 | $922.9K | 0.01% | +2,002 | New |
| CX Institutional | 2,003 | $923.0K | 0.03% | −162−7.5% | Reduced |
| Inscription Capital, LLC | 2,010 | $926.6K | 0.10% | −182−8.3% | Reduced |
| Heartland Bank & Trust Co | 2,016 | $929.4K | 0.21% | +42+2.1% | Added |
| SeaCrest Wealth Management, LLC | 2,024 | $933.0K | 0.10% | −193−8.7% | Reduced |
| Avantax Planning Partners, Inc. | 2,027 | $934.4K | 0.03% | +77+3.9% | Added |
| Compass Capital Corp | 2,052 | $934.5K | 0.33% | +147+7.7% | Added |
| Douglass Winthrop Advisors, LLC | 2,035 | $938.1K | 0.02% | +19+0.9% | Added |
| Waterloo Capital, L.P. | 2,062 | $950.6K | 0.07% | −2,217−51.8% | Reduced |
| Gardner Lewis Asset Management L P | 2,065 | $951.9K | 0.21% | +511+32.9% | Added |
| Xxi Wealth, LLC | 2,066 | $952.4K | 0.54% | +91+4.6% | Added |
| Invst, LLC | 2,067 | $952.9K | 0.11% | −297−12.6% | Reduced |
| St. Louis Trust Co | 2,075 | $956.6K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,080 | $959.0K | 0.03% | +195+10.3% | Added |
| Perpetual Ltd | 2,085 | $961.2K | 0.01% | +255+13.9% | Added |
| Norris Perne & French LLP | 2,092 | $964.4K | 0.05% | −151−6.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,096 | $966.4K | 0.14% | −3−0.1% | Reduced |
| Warm Springs Advisors Inc. | 2,099 | $967.6K | 0.82% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,100 | $968.1K | 0.74% | +31+1.5% | Added |
| SFMG, LLC | 2,109 | $972.0K | 0.07% | −27−1.3% | Reduced |
| Balboa Wealth Partners | 2,110 | $972.9K | 0.16% | +48+2.3% | Added |
| Flputnam Investment Management Co | 2,114 | $974.5K | 0.01% | +80+3.9% | Added |
| Moneta Group Investment Advisors LLC | 2,117 | $975.9K | 0.01% | −175−7.6% | Reduced |
| JGP Wealth Management, LLC | 2,121 | $977.8K | 0.10% | −33−1.5% | Reduced |
| Guerra Pan Advisors, LLC | 2,121 | $977.8K | 0.60% | −15−0.7% | Reduced |
| Alpha Family Trust | 2,125 | $979.6K | 0.48% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,133 | $983.3K | 0.24% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,134 | $983.8K | 0.28% | +36+1.7% | Added |
| Buffalo Business & Estate Services Ltd | 2,144 | $988.4K | 0.14% | −263−10.9% | Reduced |
| Sendero Wealth Management, LLC | 2,148 | $990.2K | 0.11% | −41−1.9% | Reduced |