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 |
|---|---|---|---|---|---|
| Burling Wealth Partners, LLC | 598 | $275.7K | 0.04% | −255−29.9% | Reduced |
| 44 Wealth Management LLC | 601 | $277.3K | 0.10% | −148−19.8% | Reduced |
| K.J. Harrison & Partners Inc | 602 | $277.5K | 0.05% | −35−5.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 604 | $278.4K | 0.18% | −655−52.0% | Reduced |
| Great Lakes Retirement, Inc. | 604 | $278.4K | 0.03% | +20+3.4% | Added |
| Arlington Trust Co LLC | 604 | $278.4K | 0.02% | +80+15.3% | Added |
| Kathmere Capital Management, LLC | 605 | $278.9K | 0.02% | +42+7.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 606 | $279.4K | 0.05% | +1+0.2% | Added |
| Putney Financial Group LLC | 610 | $281.2K | 0.28% | −30−4.7% | Reduced |
| Jacobsen Capital Management | 610 | $281.2K | 0.09% | +16+2.7% | Added |
| J Hagan Capital, Inc. | 612 | $282.1K | 0.15% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 613 | $282.6K | 0.10% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 614 | $282.9K | 0.08% | +614 | New |
| Red Spruce Capital, LLC | 615 | $283.5K | 0.12% | +149+32.0% | Added |
| Alessandra Capital Management, LLC | 616 | $284.0K | 0.24% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 618 | $284.9K | 0.02% | −50−7.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 620 | $285.8K | 0.01% | −65−9.5% | Reduced |
| Cercano Management LLC | 621 | $286.3K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 623 | $287.2K | 0.20% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 625 | $288.1K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 626 | $288.6K | 0.06% | −48−7.1% | Reduced |
| LifeWealth Investments, LLC | 627 | $289.0K | 0.09% | +186+42.2% | Added |
| Fortis Capital Management LLC | 628 | $289.4K | 0.04% | +255+68.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 629 | $290.0K | 0.08% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 630 | $290.4K | 0.19% | −4−0.6% | Reduced |
| Commonwealth Financial Services, LLC | 631 | $290.9K | 0.05% | +39+6.6% | Added |
| Amussen Hunsaker Associates LLC | 631 | $290.9K | 0.03% | +631 | New |
| New Hampshire Trust | 632 | $291.3K | 0.06% | −96−13.2% | Reduced |
| Oxford Wealth Group, LLC | 635 | $292.7K | 0.16% | −110−14.8% | Reduced |
| Permanent Capital Management, LP | 641 | $293.3K | 0.05% | +18+2.9% | Added |
| Defender Capital, LLC. | 637 | $293.7K | 0.10% | +237+59.3% | Added |
| Navigoe, LLC | 639 | $294.0K | 0.17% | 00.0% | Unchanged |
| Beck Bode, LLC | 639 | $294.5K | 0.05% | +639 | New |
| Mokosak Advisory Group, LLC | 636 | $295.2K | 0.07% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 647 | $298.3K | 0.02% | −5−0.8% | Reduced |
| Westside Investment Management, Inc. | 660 | $298.4K | 0.05% | +397+151.0% | Added |
| Oslo Pensjonsforsikring AS | 650 | $299.6K | 0.05% | +650 | New |
| Pasadena Private Wealth, LLC | 650 | $299.6K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 650 | $299.6K | 0.03% | +76+13.2% | Added |
| Robertson Stephens Wealth Management, LLC | 654 | $301.3K | 0.01% | +53+8.8% | Added |
| West Branch Capital LLC | 654 | $301.5K | 0.08% | −74−10.2% | Reduced |
| Ledyard National Bank | 656 | $302.4K | 0.03% | +102+18.4% | Added |
| Rodgers Brothers Inc. | 657 | $302.9K | 0.03% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 658 | $303.3K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 663 | $305.6K | 0.02% | +13+2.0% | Added |
| Havemeyer Place LP | 664 | $306.1K | 0.04% | +664 | New |
| Brady Martz Wealth Solutions, LLC | 665 | $306.6K | 0.05% | −320−32.5% | Reduced |
| IFC Advisors LLC | 665 | $306.7K | 0.04% | −351−34.5% | Reduced |
| Avion Wealth | 666 | $307.0K | 0.06% | −11−1.6% | Reduced |
| Waddell & Associates, LLC | 666 | $307.0K | 0.02% | +666 | New |
| Rothschild Investment LLC | 667 | $307.5K | 0.02% | +109+19.5% | Added |
| Howe & Rusling Inc | 668 | $307.9K | 0.02% | −12−1.8% | Reduced |
| Voya Financial Advisors, Inc. | 681 | $308.3K | 0.03% | −192−22.0% | Reduced |
| Navalign, LLC | 669 | $308.4K | 0.08% | −244−26.7% | Reduced |
| Vanguard National Trust Co | 669 | $308.4K | 0.02% | +669 | New |
| Hudson Capital Management LLC | 670 | $308.9K | 0.08% | +261+63.8% | Added |
| Farnam Financial LLC | 671 | $309.3K | 0.25% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 671 | $309.3K | 0.13% | +48+7.7% | Added |
| Viewpoint Capital Management LLC | 675 | $311.2K | 0.15% | 00.0% | Unchanged |
| Dearborn Partners LLC | 677 | $312.1K | 0.02% | −36−5.0% | Reduced |
| AMG Asset Management Group, Inc. | 677 | $312.1K | 0.24% | +677 | New |
| Union Savings Bank | 680 | $313.5K | 0.14% | +561+471.4% | Added |
| Blom & Howell Financial Planning, Inc. | 680 | $313.5K | 0.31% | −72−9.6% | Reduced |
| Schnieders Capital Management, LLC. | 680 | $313.5K | 0.05% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 682 | $314.4K | 0.16% | +5+0.7% | Added |
| Haverford Trust Co | 683 | $314.9K | 0.00% | +12+1.8% | Added |
| Burford Brothers, Inc. | 684 | $315.3K | 0.13% | +7+1.0% | Added |
| Essex Savings Bank | 688 | $317.1K | 0.07% | +10+1.5% | Added |
| Traveka Wealth, LLC | 689 | $317.5K | 0.12% | +4+0.6% | Added |
| HBW Advisory Services LLC | 689 | $317.6K | 0.03% | +7+1.0% | Added |
| Park Place Capital Corp | 690 | $318.1K | 0.06% | −11−1.6% | Reduced |
| One River Asset Management, LLC | 690 | $318.1K | 1.08% | +690 | New |
| Old Peak Finance LLC | 692 | $319.0K | 0.19% | +2+0.3% | Added |
| Real Talk Capital, LLC | 692 | $319.0K | 0.30% | +132+23.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 694 | $319.9K | 0.09% | +94+15.7% | Added |
| Caxton Associates LLP | 696 | $320.8K | 0.01% | −167,840−99.6% | Reduced |
| Ibex Wealth Advisors | 697 | $321.3K | 0.03% | +697 | New |
| Fundamentun, LLC | 698 | $321.8K | 0.01% | +43+6.6% | Added |
| Parkside Investments, LLC | 700 | $322.7K | 0.04% | 00.0% | Unchanged |
| Promethium Advisors,llc | 700 | $322.7K | 0.17% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 700 | $322.7K | 0.15% | +100+16.7% | Added |
| Bingham Private Wealth, LLC | 701 | $323.2K | 0.26% | −1,220−63.5% | Reduced |
| Seeds Investor LLC | 694 | $324.3K | 0.04% | +334+92.8% | Added |
| Morling Financial Advisors, LLC | 705 | $325.0K | 0.10% | −7−1.0% | Reduced |
| Waldron Private Wealth LLC | 706 | $325.5K | 0.01% | +141+25.0% | Added |
| Crews Bank & Trust | 708 | $326.4K | 0.05% | 00.0% | Unchanged |
| LightSquare Wealth Management, LLC | 708 | $326.4K | 0.24% | +708 | New |
| AdvisorNet Financial, Inc | 716 | $330.1K | 0.02% | −435−37.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 717 | $330.5K | 0.09% | +4+0.6% | Added |
| Ticino Wealth | 625 | $332.3K | 0.12% | +237+61.1% | Added |
| Polymer Capital Management (US) LLC | 722 | $332.8K | 0.05% | +722 | New |
| Dividend Assets Capital, LLC | 723 | $333.3K | 0.07% | +55+8.2% | Added |
| BIP Wealth, LLC | 725 | $334.2K | 0.01% | +217+42.7% | Added |
| Weybosset Research & Management LLC | 730 | $336.5K | 0.10% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 731 | $337.2K | 0.08% | −4−0.5% | Reduced |
| Abacus Wealth Partners, LLC | 732 | $337.4K | 0.03% | −29−3.8% | Reduced |
| AGH Wealth Advisors, LLC | 733 | $337.9K | 0.25% | +26+3.7% | Added |
| Smith Thornton Advisors LLC | 734 | $338.4K | 0.17% | +1+0.1% | Added |
| Prentice Wealth Management LLC | 734 | $338.4K | 0.08% | +12+1.7% | Added |
| PEAK6 LLC | 736 | $339.3K | 0.01% | −6,731−90.1% | Reduced |