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 | 2,269 | $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, 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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 2,786 | $1.28M | 0.03% | −217−7.2% | Reduced |
| Prosperity Financial Group, Inc. | 2,792 | $1.29M | 0.48% | +1,348+93.4% | Added |
| Convergence Investment Partners, LLC | 2,792 | $1.29M | 0.21% | +2,792 | New |
| Fidelis Capital Partners, LLC | 2,799 | $1.29M | 0.09% | −18−0.6% | Reduced |
| Nations Financial Group Inc, | 2,845 | $1.31M | 0.07% | +1,742+157.9% | Added |
| Grove Bank & Trust | 2,846 | $1.31M | 0.15% | −90−3.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,863 | $1.32M | 0.33% | +129+4.7% | Added |
| Fulton Bank, N.A. | 2,865 | $1.32M | 0.05% | −250−8.0% | Reduced |
| Stance Capital LLC | 2,874 | $1.32M | 0.64% | +2,874 | New |
| NBT Bank N A | 2,876 | $1.33M | 0.09% | −460−13.8% | Reduced |
| Lifeworks Advisors, LLC | 2,883 | $1.33M | 0.17% | −32−1.1% | Reduced |
| McRae Capital Management Inc | 2,890 | $1.33M | 0.28% | −25−0.9% | Reduced |
| Advisory Alpha, LLC | 2,902 | $1.34M | 0.04% | −51−1.7% | Reduced |
| Choate Investment Advisors | 2,904 | $1.34M | 0.03% | +216+8.0% | Added |
| Umpqua Bank | 2,906 | $1.34M | 0.38% | −93−3.1% | Reduced |
| Diversified Enterprises, LLC | 2,912 | $1.34M | 0.07% | +166+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,923 | $1.35M | 0.33% | +2+0.1% | Added |
| Golden State Equity Partners | 2,925 | $1.35M | 0.10% | +1,101+60.4% | Added |
| Capital Investment Advisors, LLC | 2,928 | $1.35M | 0.02% | +15+0.5% | Added |
| Quadcap Wealth Management, LLC | 2,937 | $1.35M | 0.15% | −8−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 2,941 | $1.36M | 0.06% | −35−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 2,949 | $1.36M | 0.02% | +147+5.2% | Added |
| Wealth Alliance | 2,961 | $1.37M | 0.13% | +166+5.9% | Added |
| Central Trust Co | 2,971 | $1.37M | 0.03% | +49+1.7% | Added |
| Pinnacle Associates Ltd | 2,977 | $1.37M | 0.02% | +247+9.0% | Added |
| London & Capital Asset Management Ltd | 3,010 | $1.39M | 0.02% | −2,694−47.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,014 | $1.39M | 0.02% | +2,443+427.8% | Added |
| Stevens Capital Management LP | 3,020 | $1.39M | 0.21% | +3,020 | New |
| AlTi Global, Inc. | 3,023 | $1.39M | 0.03% | +2,356+353.2% | Added |
| TritonPoint Partners, LLC | 3,037 | $1.40M | 0.52% | +1,897+166.4% | Added |
| Beese Fulmer Investment Management, Inc. | 3,045 | $1.40M | 0.09% | +808+36.1% | Added |
| Arista Wealth Management, LLC | 3,092 | $1.43M | 0.17% | +1,099+55.1% | Added |
| Sax Wealth Advisors, LLC | 2,525 | $1.43M | 0.07% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,105 | $1.43M | 0.02% | +73+2.4% | Added |
| Premier Path Wealth Partners, LLC | 3,119 | $1.44M | 0.19% | +225+7.8% | Added |
| Savvy Advisors, Inc. | 3,125 | $1.44M | 0.04% | +1,076+52.5% | Added |
| Hillsdale Investment Management Inc. | 3,160 | $1.46M | 0.04% | +1,700+116.4% | Added |
| Empirical Asset Management, LLC | 3,168 | $1.46M | 0.39% | +3,168 | New |
| WoodTrust Financial Corp | 3,170 | $1.46M | 0.19% | −1,010−24.2% | Reduced |
| Norway Savings Bank | 3,175 | $1.46M | 0.69% | +119+3.9% | Added |
| SageView Advisory Group, LLC | 3,192 | $1.47M | 0.05% | −254−7.4% | Reduced |
| Ashton Thomas Securities, LLC | 3,197 | $1.47M | 0.19% | −59−1.8% | Reduced |
| Leavell Investment Management, Inc. | 3,220 | $1.48M | 0.06% | −3−0.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 3,220 | $1.48M | 0.01% | +105+3.4% | Added |
| Bensler, LLC | 3,225 | $1.49M | 0.15% | −254−7.3% | Reduced |
| Legacy Advisors, LLC | 3,237 | $1.49M | 0.18% | −10.0% | Reduced |
| SlateStone Wealth, LLC | 3,241 | $1.49M | 0.12% | −144−4.3% | Reduced |
| Naviter Wealth, LLC | 3,241 | $1.49M | 0.19% | +200+6.6% | Added |
| Bedel Financial Consulting, Inc. | 3,245 | $1.50M | 0.17% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,253 | $1.50M | 0.03% | +1,565+92.7% | Added |
| LMR Partners LLP | 3,256 | $1.50M | 0.01% | +3,256 | New |
| CNB Bank | 3,258 | $1.50M | 0.63% | −41−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,270 | $1.51M | 0.07% | −305−8.5% | Reduced |
| Machina Capital S.A.S. | 3,272 | $1.51M | 0.30% | +1,802+122.6% | Added |
| Geneva Capital Management LLC | 3,294 | $1.52M | 0.03% | −627−16.0% | Reduced |
| KPP Advisory Services LLC | 3,296 | $1.52M | 0.22% | +120+3.8% | Added |
| Ameritas Advisory Services, LLC | 3,302 | $1.52M | 0.06% | −57−1.7% | Reduced |
| Leeward Financial Partners, LLC | 3,308 | $1.52M | 0.45% | +3,308 | New |
| TMB Capital Partners, LLC | 3,314 | $1.53M | 0.51% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,317 | $1.53M | 0.20% | +792+31.4% | Added |
| RMR Wealth Builders | 3,358 | $1.55M | 0.12% | −4,751−58.6% | Reduced |
| Cigna Investments Inc | 3,363 | $1.55M | 0.24% | −54−1.6% | Reduced |
| First United Bank Trust | 3,379 | $1.56M | 0.51% | −274−7.5% | Reduced |
| Baader Bank INC | 3,382 | $1.56M | 0.15% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,385 | $1.56M | 1.16% | +20+0.6% | Added |
| Evoke Wealth, LLC | 3,387 | $1.56M | 0.03% | +643+23.4% | Added |
| Valeo Financial Advisors, LLC | 3,413 | $1.57M | 0.04% | −1,528−30.9% | Reduced |
| Equitable Trust Co | 3,418 | $1.58M | 0.07% | +462+15.6% | Added |
| First Bank & Trust | 3,430 | $1.58M | 0.25% | −2,558−42.7% | Reduced |
| Portfolio Design Labs, LLC | 3,435 | $1.58M | 0.28% | −114−3.2% | Reduced |
| Gsa Capital Partners LLP | 3,451 | $1.59M | 0.10% | +3,092+861.3% | Added |
| Wellspring Financial Advisors, LLC | 3,458 | $1.59M | 0.12% | +1,405+68.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,459 | $1.59M | 0.66% | +4+0.1% | Added |
| BTC Capital Management, Inc. | 3,463 | $1.60M | 0.11% | +1,279+58.6% | Added |
| Principle Wealth Partners LLC | 3,501 | $1.61M | 0.09% | −250−6.7% | Reduced |
| Arcadia Investment Management Corp | 3,503 | $1.61M | 0.28% | +55+1.6% | Added |
| Mattson Financial Services, LLC | 3,503 | $1.61M | 0.39% | +111+3.3% | Added |
| Insigneo Advisory Services, LLC | 3,505 | $1.62M | 0.12% | +46+1.3% | Added |
| Sagespring Wealth Partners, LLC | 3,509 | $1.62M | 0.03% | −42−1.2% | Reduced |
| Davidson Capital Management Inc. | 3,536 | $1.63M | 0.30% | +3,521+23,473.3% | Added |
| Occudo Quantitative Strategies LP | 3,564 | $1.63M | 0.09% | +1,615+82.9% | Added |
| Westmount Partners, LLC | 3,543 | $1.63M | 0.40% | −38−1.1% | Reduced |
| Gibbs Wealth Management | 3,557 | $1.64M | 0.22% | +1,316+58.7% | Added |
| Harbour Investments, Inc. | 3,560 | $1.64M | 0.03% | +1,067+42.8% | Added |
| Alamar Capital Management, LLC | 3,563 | $1.64M | 1.00% | −342−8.8% | Reduced |
| Everett Harris & Co | 3,564 | $1.64M | 0.02% | −1,519−29.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,569 | $1.65M | 0.01% | +3,569 | New |
| Strategy Asset Managers LLC | 3,569 | $1.65M | 0.27% | −50−1.4% | Reduced |
| Field & Main Bank | 3,580 | $1.65M | 0.48% | +32+0.9% | Added |
| Knollwood Investment Advisory, LLC | 3,581 | $1.65M | 0.17% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 3,610 | $1.66M | 0.30% | +443+14.0% | Added |
| Frec Markets, Inc. | 3,628 | $1.67M | 0.28% | +1,849+103.9% | Added |
| Dynamic Technology Lab Private Ltd | 3,634 | $1.68M | 0.27% | +2,985+459.9% | Added |
| Hall Capital Management Co Inc | 3,690 | $1.69M | 0.60% | +85+2.4% | Added |
| Eastern Bank | 3,663 | $1.69M | 0.03% | −7−0.2% | Reduced |
| Beacon Financial Planning, Inc | 3,663 | $1.69M | 0.65% | +1,617+79.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,667 | $1.69M | 0.05% | −340−8.5% | Reduced |
| Twin Capital Management Inc | 3,679 | $1.70M | 0.22% | +49+1.3% | Added |
| Grandfield & Dodd, LLC | 3,696 | $1.70M | 0.10% | −52−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 3,699 | $1.71M | 0.03% | −837−18.5% | Reduced |