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 |
|---|---|---|---|---|---|
| Expect Equity LLC | 2,150 | $991.1K | 0.77% | +2,150 | New |
| Proactive Wealth Strategies LLC | 2,164 | $997.6K | 0.19% | +1,077+99.1% | Added |
| First National Bank of Omaha | 2,202 | $1.00M | 0.03% | −971−30.6% | Reduced |
| Samara Investment Management, LLC | 2,172 | $1.00M | 1.04% | +2,172 | New |
| PCM Encore, LLC | 2,189 | $1.01M | 0.21% | +121+5.9% | Added |
| Vann Equity Management LLC | 2,190 | $1.01M | 0.72% | +2,190 | New |
| LRI Investments, LLC | 2,194 | $1.01M | 0.09% | −45−2.0% | Reduced |
| Doliver Advisors, LP | 2,196 | $1.01M | 0.23% | −165−7.0% | Reduced |
| Truvestments Capital LLC | 2,197 | $1.01M | 0.18% | −123−5.3% | Reduced |
| OneAscent Financial Services LLC | 2,198 | $1.01M | 0.05% | +1,824+487.7% | Added |
| Boomfish Wealth Group, LLC | 2,199 | $1.01M | 0.54% | +2,199 | New |
| Csenge Advisory Group | 2,200 | $1.01M | 0.05% | −18−0.8% | Reduced |
| Moseley Investment Management Inc | 2,203 | $1.02M | 0.32% | +17+0.8% | Added |
| Aventura Private Wealth, LLC | 2,225 | $1.03M | 0.38% | +847+61.5% | Added |
| Pure Financial Advisors, Inc. | 2,233 | $1.03M | 0.01% | −12−0.5% | Reduced |
| GeoWealth Management, LLC | 2,235 | $1.03M | 0.04% | +80+3.7% | Added |
| Arta Finance Wealth Management LLC | 2,236 | $1.03M | 0.51% | +221+11.0% | Added |
| EagleClaw Capital Managment, LLC | 2,240 | $1.03M | 0.14% | −70−3.0% | Reduced |
| Journey Strategic Wealth LLC | 2,241 | $1.03M | 0.03% | −455−16.9% | Reduced |
| Caldwell Trust Co | 2,242 | $1.03M | 0.09% | −12−0.5% | Reduced |
| Ar Asset Management Inc | 2,250 | $1.04M | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,253 | $1.04M | 0.08% | +297+15.2% | Added |
| AMG National Trust Bank | 2,258 | $1.04M | 0.02% | −205−8.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,300 | $1.04M | 0.04% | −139−5.7% | Reduced |
| Parsons Capital Management Inc | 2,267 | $1.05M | 0.05% | +134+6.3% | Added |
| Blue Chip Partners, Inc. | 2,274 | $1.05M | 0.08% | +129+6.0% | Added |
| Verdence Capital Advisors LLC | 2,274 | $1.05M | 0.06% | +82+3.7% | Added |
| Gilbert & Cook, Inc. | 2,278 | $1.05M | 0.14% | −778−25.5% | Reduced |
| AXS Investments LLC | 2,298 | $1.06M | 0.43% | +31+1.4% | Added |
| Stamos Capital Partners, L.P. | 2,312 | $1.07M | 0.17% | +490+26.9% | Added |
| Dynasty Wealth Management, LLC | 2,312 | $1.07M | 0.01% | +1,773+328.9% | Added |
| Channel Wealth LLC | 2,338 | $1.08M | 0.26% | −49−2.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,350 | $1.08M | 0.05% | +543+30.0% | Added |
| Personal Cfo Solutions, LLC | 2,362 | $1.09M | 0.15% | +41+1.8% | Added |
| Capstone Wealth Management Group, LLC | 2,364 | $1.09M | 0.46% | −642−21.4% | Reduced |
| Nicolet Bankshares Inc | 2,359 | $1.09M | 0.04% | +2,359 | New |
| Redmond Asset Management, LLC | 2,376 | $1.10M | 0.30% | −14−0.6% | Reduced |
| Mendel Money Management | 2,379 | $1.10M | 0.46% | +45+1.9% | Added |
| True North Advisors, LLC | 2,385 | $1.10M | 0.13% | +366+18.1% | Added |
| Tandem Capital Management Corp | 2,390 | $1.10M | 0.55% | +10+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,400 | $1.11M | 0.31% | +2,400 | New |
| Resonant Capital Advisors, LLC | 2,407 | $1.11M | 0.06% | −49−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,409 | $1.11M | 0.02% | −205−7.8% | Reduced |
| PDS Planning, Inc | 2,414 | $1.11M | 0.07% | +105+4.5% | Added |
| Institute for Wealth Management, LLC. | 2,421 | $1.12M | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,461 | $1.12M | 0.07% | −3,998−61.9% | Reduced |
| Ancora Advisors, LLC | 2,424 | $1.12M | 0.02% | +112+4.8% | Added |
| Rehmann Capital Advisory Group | 2,449 | $1.13M | 0.06% | +371+17.9% | Added |
| Corient IA LLC | 2,450 | $1.13M | 1.06% | −600−19.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,457 | $1.13M | 0.08% | −166−6.3% | Reduced |
| Northbridge Financial Group, LLC | 2,470 | $1.13M | 0.49% | +40+1.6% | Added |
| Bank of Hawaii | 2,460 | $1.13M | 0.06% | +53+2.2% | Added |
| Fielder Capital Group LLC | 2,469 | $1.14M | 0.25% | −53−2.1% | Reduced |
| First Manhattan Co | 2,471 | $1.14M | 0.00% | +8+0.3% | Added |
| Atwater Malick LLC | 2,475 | $1.14M | 0.31% | −11−0.4% | Reduced |
| Chesapeake Wealth Management | 2,481 | $1.14M | 0.35% | +50+2.1% | Added |
| Kingsman Wealth Management, Inc. | 2,483 | $1.14M | 0.64% | −28−1.1% | Reduced |
| Creative Financial Designs Inc | 2,489 | $1.15M | 0.07% | +2,242+907.7% | Added |
| Ironwood Investment Counsel, LLC | 2,493 | $1.15M | 0.17% | +4+0.2% | Added |
| Perennial Investment Advisors, LLC | 2,496 | $1.15M | 0.09% | −2−0.1% | Reduced |
| Continuum Advisory, LLC | 2,507 | $1.16M | 0.11% | +65+2.7% | Added |
| Guardian Wealth Advisors, LLC | 2,512 | $1.16M | 0.07% | −29−1.1% | Reduced |
| Alps Advisors Inc | 2,514 | $1.16M | 0.01% | −60−2.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 2,525 | $1.16M | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,536 | $1.17M | 0.33% | +476+23.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,537 | $1.17M | 0.03% | −555−17.9% | Reduced |
| Kesler, Norman & Wride, LLC | 2,540 | $1.17M | 0.20% | +429+20.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,542 | $1.17M | 0.10% | +25+1.0% | Added |
| Atom Investors LP | 2,556 | $1.18M | 0.08% | +2,556 | New |
| United Asset Strategies, Inc. | 2,561 | $1.18M | 0.09% | −81−3.1% | Reduced |
| GFS Advisors, LLC | 7,391 | $1.18M | 0.08% | +6,741+1,037.1% | Added |
| GTS Securities LLC | 2,573 | $1.19M | 0.04% | −1,965−43.3% | Reduced |
| Kurv Investment Management LLC | 2,628 | $1.19M | 1.26% | +483+22.5% | Added |
| Oasis Advisors, LLC | 2,595 | $1.20M | 0.24% | +2,595 | New |
| BOCHK Asset Management Ltd | 2,600 | $1.20M | 0.25% | −800−23.5% | Reduced |
| Patron Partners Advisors, LLC | 2,613 | $1.20M | 0.53% | +87+3.4% | Added |
| Kentucky Retirement Systems | 3,143 | $1.21M | 0.09% | −19,264−86.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,624 | $1.21M | 0.12% | +3+0.1% | Added |
| GraniteShares Advisors LLC | 2,626 | $1.21M | 0.87% | −169−6.0% | Reduced |
| Joel Isaacson & Co., LLC | 2,635 | $1.21M | 0.04% | −10.0% | Reduced |
| Brevan Howard Capital Management LP | 2,643 | $1.22M | 0.01% | −14,382−84.5% | Reduced |
| Mather Group, LLC. | 2,656 | $1.22M | 0.01% | +19+0.7% | Added |
| Prelude Capital Management, LLC | 2,661 | $1.23M | 0.09% | +1,142+75.2% | Added |
| Kinneret Advisory, LLC | 2,678 | $1.23M | 0.12% | −119−4.3% | Reduced |
| Symphony Financial, Ltd. Co. | 2,715 | $1.24M | 0.16% | +195+7.7% | Added |
| United Advisor Group, LLC | 2,698 | $1.24M | 0.15% | +48+1.8% | Added |
| Checchi Capital Advisers, LLC | 2,708 | $1.25M | 0.09% | +154+6.0% | Added |
| International Assets Investment Management, LLC | 2,701 | $1.25M | 0.09% | −53−1.9% | Reduced |
| Strong Retirement Solutions LLC | 2,726 | $1.26M | 0.88% | +471+20.9% | Added |
| Sargent Investment Group, LLC | 2,726 | $1.26M | 0.17% | +180+7.1% | Added |
| Founders Financial Securities LLC | 2,769 | $1.26M | 0.07% | −393−12.4% | Reduced |
| Money Concepts Capital Corp | 2,735 | $1.26M | 0.07% | −62−2.2% | Reduced |
| Weaver Capital Management LLC | 2,735 | $1.26M | 0.27% | −23−0.8% | Reduced |
| S.A. Mason LLC | 2,745 | $1.27M | 0.48% | +995+56.9% | Added |
| Catalyst Financial Partners LLC | 2,756 | $1.27M | 0.15% | +353+14.7% | Added |
| Natural Investments, LLC | 2,770 | $1.28M | 0.31% | −68−2.4% | Reduced |
| McLaughlin Asset Management, Inc. | 2,779 | $1.28M | 1.22% | −49−1.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,780 | $1.28M | 0.06% | +10.0% | Added |
| Midwest Professional Planners, LTD. | 2,785 | $1.28M | 0.30% | −12−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,839 | $1.28M | 0.02% | +18+0.6% | Added |