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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 359 | $165.5K | 0.01% | +43+13.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 361 | $166.4K | 0.04% | +361 | New |
| Highline Wealth Partners LLC | 362 | $166.9K | 0.04% | +167+85.6% | Added |
| Eurizon SLJ Capital Ltd | 363 | $167.3K | 0.08% | −524−59.1% | Reduced |
| Solstein Capital, LLC | 366 | $168.7K | 0.07% | +215+142.4% | Added |
| Ares Financial Consulting, LLC | 365 | $169.5K | 0.13% | +221+153.5% | Added |
| Osterweis Capital Management Inc | 368 | $169.6K | 0.01% | −30−7.5% | Reduced |
| Strategic Advocates LLC | 374 | $172.4K | 0.76% | −6,742−94.7% | Reduced |
| Adalta Capital Management LLC | 375 | $172.9K | 0.08% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 375 | $172.9K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 377 | $173.8K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 379 | $174.7K | 0.01% | −47−11.0% | Reduced |
| WPG Advisers, LLC | 389 | $179.3K | 0.13% | −22−5.4% | Reduced |
| Toth Financial Advisory Corp | 390 | $179.8K | 0.02% | −5−1.3% | Reduced |
| Fortitude Family Office, LLC | 391 | $180.2K | 0.04% | −87−18.2% | Reduced |
| Cohen & Steers, Inc. | 400 | $184.0K | 0.00% | +400 | New |
| Ritter Daniher Financial Advisory LLC | 403 | $185.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 403 | $185.8K | 0.05% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 418 | $192.7K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Advisors | 421 | $193.8K | 0.01% | +421 | New |
| Darwin Advisors, LLC | 421 | $194.1K | 0.06% | +48+12.9% | Added |
| Abound Wealth Management | 425 | $195.9K | 0.04% | −35−7.6% | Reduced |
| Wilkerson Advisory Group LLC | 426 | $196.4K | 0.07% | +391+1,117.1% | Added |
| Principal Street Partners, LLC | 435 | $200.5K | 0.03% | −82−15.9% | Reduced |
| Vision Capital Management, Inc. | 435 | $200.5K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 435 | $200.5K | 0.06% | +78+21.8% | Added |
| Granite Group Advisors, LLC | 443 | $200.7K | 0.12% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 437 | $201.5K | 0.03% | −8−1.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 439 | $202.4K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 440 | $202.8K | 0.08% | −130−22.8% | Reduced |
| Spinnaker Trust | 440 | $202.8K | 0.01% | −18−3.9% | Reduced |
| Tanager Wealth Management LLP | 440 | $202.8K | 0.02% | +43+10.8% | Added |
| Raleigh Capital Management Inc. | 440 | $202.8K | 0.07% | +70+18.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 440 | $202.8K | 0.11% | +440 | New |
| Private Wealth Asset Management, LLC | 443 | $204.2K | 0.02% | −2−0.4% | Reduced |
| WT Wealth Management | 443 | $204.4K | 0.06% | +19+4.5% | Added |
| TrustBank | 445 | $205.1K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 446 | $205.6K | 0.01% | −5−1.1% | Reduced |
| Financial Partners Group, Inc | 447 | $206.0K | 0.02% | +11+2.5% | Added |
| Novem Group | 447 | $206.1K | 0.02% | −25−5.3% | Reduced |
| Index Fund Advisors, Inc. | 449 | $207.0K | 0.01% | −438−49.4% | Reduced |
| Security National Bank of So Dak | 449 | $207.0K | 0.10% | +44+10.9% | Added |
| First Dallas Securities Inc. | 450 | $207.4K | 0.08% | +450 | New |
| Semus Wealth Partners LLC | 450 | $207.4K | 0.12% | −26−5.5% | Reduced |
| Flagship Private Wealth, LLC | 450 | $207.4K | 0.08% | 00.0% | Unchanged |
| Breakwater Investment Management | 452 | $208.4K | 0.08% | +1+0.2% | Added |
| Focused Wealth Management, Inc | 453 | $208.8K | 0.02% | +35+8.4% | Added |
| Alteri Wealth LLC | 454 | $209.3K | 0.07% | −29−6.0% | Reduced |
| Motive Wealth Advisors | 454 | $209.3K | 0.10% | +5+1.1% | Added |
| Keudell/Morrison Wealth Management | 456 | $210.2K | 0.04% | −61−11.8% | Reduced |
| Vilga Financial Planning LLC | 458 | $211.1K | 0.19% | +9+2.0% | Added |
| Center for Financial Planning, Inc. | 458 | $211.1K | 0.02% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 459 | $211.6K | 0.05% | +38+9.0% | Added |
| Charter Oak Capital Management, LLC | 459 | $211.6K | 0.02% | +1+0.2% | Added |
| Seldon Capital LP | 462 | $213.0K | 0.08% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 462 | $213.0K | 0.05% | +23+5.2% | Added |
| Cherrydale Wealth Management, LLC | 463 | $213.4K | 0.07% | −10−2.1% | Reduced |
| Tiaa Trust, National Association | 463 | $213.4K | 0.01% | −25,381−98.2% | Reduced |
| Benchmark Investment Advisors LLC | 465 | $214.4K | 0.12% | +465 | New |
| Shelter Rock Management, LLC | 465 | $214.4K | 0.23% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 466 | $214.8K | 0.11% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 467 | $215.3K | 0.10% | +1+0.2% | Added |
| White Lighthouse Investment Management Inc. | 468 | $215.7K | 0.03% | −5−1.1% | Reduced |
| Aspen Grove Capital, LLC | 469 | $216.7K | 0.04% | +28+6.3% | Added |
| Vigilare Wealth Management | 470 | $216.7K | 0.07% | −23−4.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 470 | $216.7K | 0.03% | +20+4.4% | Added |
| Caden Capital Partners, LP | 470 | $216.7K | 2.67% | +307+188.3% | Added |
| My Purposeful Wealth Corp. | 470 | $216.8K | 0.05% | +32+7.3% | Added |
| Serenus Wealth Advisors, LLC | 471 | $217.1K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 472 | $217.7K | 0.03% | −15−3.1% | Reduced |
| Blalock Williams, LLC | 474 | $218.3K | 0.17% | −114−19.4% | Reduced |
| Tripletail Wealth Management, LLC | 483 | $218.3K | 0.30% | −11−2.2% | Reduced |
| Golden Reserve Retirement LLC | 474 | $218.5K | 0.05% | +474 | New |
| Midland Wealth Advisors LLC | 478 | $220.4K | 0.01% | +66+16.0% | Added |
| Wills Financial Group LLC | 510 | $220.5K | 0.08% | +57+12.6% | Added |
| River Wealth Advisors LLC | 479 | $220.8K | 0.03% | −321−40.1% | Reduced |
| NTV Asset Management LLC | 480 | $221.3K | 0.02% | −1−0.2% | Reduced |
| Evexia Wealth LLC | 483 | $221.7K | 0.06% | +29+6.4% | Added |
| Bennett Selby Investments LP | 482 | $222.2K | 0.08% | 00.0% | Unchanged |
| Sunpointe, LLC | 482 | $222.2K | 0.07% | +11+2.3% | Added |
| Onyx Bridge Wealth Group LLC | 483 | $222.7K | 0.02% | +37+8.3% | Added |
| Centennial Wealth Advisory LLC | 483 | $222.7K | 0.05% | +84+21.1% | Added |
| Provenance Wealth Advisors, LLC | 484 | $223.1K | 0.02% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 484 | $223.1K | 0.02% | +41+9.3% | Added |
| Berkeley Capital Partners, LLC | 485 | $223.6K | 0.05% | +17+3.6% | Added |
| Shrier Wealth Management, LLC | 488 | $225.0K | 0.08% | +488 | New |
| Morris Financial Concepts, Inc. | 489 | $225.4K | 0.08% | +13+2.7% | Added |
| Sym Financial Corp | 489 | $225.4K | 0.02% | +126+34.7% | Added |
| Buck Wealth Strategies, LLC | 490 | $225.9K | 0.03% | −303−38.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 490 | $225.9K | 0.04% | −128−20.7% | Reduced |
| Cascade Financial Partners, LLC | 490 | $225.9K | 0.02% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 491 | $226.3K | 0.19% | −63−11.4% | Reduced |
| Mayflower Financial Advisors, LLC | 491 | $226.3K | 0.03% | +27+5.8% | Added |
| Souders Financial Advisors | 492 | $226.8K | 0.03% | −952−65.9% | Reduced |
| Evermay Wealth Management LLC | 492 | $226.8K | 0.03% | −287−36.8% | Reduced |
| Novare Capital Management LLC | 492 | $226.8K | 0.02% | −15−3.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 493 | $227.3K | 0.05% | −47−8.7% | Reduced |
| Southland Equity Partners LLC | 493 | $227.3K | 0.04% | +26+5.6% | Added |
| Sovereign Investment Advisors, LLC | 493 | $227.3K | 0.05% | +493 | New |
| BridgePort Financial Solutions, LLC | 495 | $228.2K | 0.06% | −4−0.8% | Reduced |