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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 917 | $422.6K | 0.05% | +7+0.8% | Added |
| Severin Investments, LLC | 920 | $424.3K | 0.36% | +920 | New |
| Militia Capital Management LLC | 921 | $424.6K | 0.10% | +921 | New |
| Citizens Business Bank | 925 | $426.4K | 0.07% | −23−2.4% | Reduced |
| Hall Laurie J Trustee | 925 | $426.4K | 0.15% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 929 | $428.3K | 0.16% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 932 | $429.6K | 0.30% | −30−3.1% | Reduced |
| DRW Securities, LLC | 933 | $430.1K | 0.02% | +933 | New |
| Cross Staff Investments Inc | 936 | $431.5K | 0.28% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 937 | $431.9K | 0.04% | +550+142.1% | Added |
| Anchyra Partners LLC | 940 | $433.3K | 0.13% | +27+3.0% | Added |
| West Family Investments, Inc. | 945 | $435.6K | 0.15% | −377−28.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 948 | $437.0K | 0.01% | −687−42.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 950 | $437.9K | 0.25% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 952 | $438.9K | 0.02% | −32−3.3% | Reduced |
| Bay Capital Advisors, LLC | 955 | $440.2K | 0.27% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 955 | $440.2K | 0.22% | +17+1.8% | Added |
| Resurgent Financial Advisors LLC | 957 | $441.2K | 0.16% | +1+0.1% | Added |
| Causey Wealth LLC | 958 | $441.6K | 0.19% | −5−0.5% | Reduced |
| Ameriflex Group, Inc. | 962 | $443.5K | 0.22% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 964 | $444.4K | 0.06% | −16−1.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 967 | $445.8K | 0.06% | +135+16.2% | Added |
| Park Edge Advisors, LLC | 968 | $446.2K | 0.10% | −305−24.0% | Reduced |
| Apriem Advisors | 968 | $446.2K | 0.04% | −96−9.0% | Reduced |
| Summit Wealth Group LLC | 968 | $446.2K | 0.05% | +968 | New |
| Invesco, LLC | 971 | $447.6K | 0.16% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 976 | $449.9K | 0.13% | +3+0.3% | Added |
| Persistent Asset Partners Ltd | 977 | $450.4K | 0.17% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 977 | $450.4K | 0.06% | +68+7.5% | Added |
| Algebris (UK) Ltd | 980 | $451.0K | 0.03% | −1,720−63.7% | Reduced |
| Onefund, LLC | 973 | $451.8K | 0.29% | −49−4.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 981 | $452.2K | 0.20% | +26+2.7% | Added |
| Quantbot Technologies LP | 983 | $453.2K | 0.02% | +983 | New |
| MJP Associates Inc | 985 | $454.1K | 0.06% | −334−25.3% | Reduced |
| Riversedge Advisors, LLC | 985 | $454.1K | 0.07% | +84+9.3% | Added |
| Generate Investment Management Ltd | 989 | $455.9K | 0.02% | −19,265−95.1% | Reduced |
| Centennial Bank | 989 | $455.9K | 0.16% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 989 | $455.9K | 0.03% | +3+0.3% | Added |
| Platform Technology Partners | 992 | $457.1K | 0.09% | +174+21.3% | Added |
| Guyasuta Investment Advisors Inc | 993 | $457.8K | 0.03% | 00.0% | Unchanged |
| RHS Financial, LLC | 995 | $458.7K | 0.22% | +17+1.7% | Added |
| Impact Investors, Inc | 996 | $459.2K | 0.32% | +17+1.7% | Added |
| MBL Wealth, LLC | 999 | $460.5K | 0.03% | +69+7.4% | Added |
| Charter Trust Co | 1,000 | $461.0K | 0.03% | −475−32.2% | Reduced |
| Argentarii, LLC | 1,001 | $461.5K | 0.16% | +154+18.2% | Added |
| Fragasso Group Inc. | 1,020 | $461.6K | 0.03% | +50+5.2% | Added |
| 1776 Wealth LLC | 1,002 | $461.9K | 0.18% | −33−3.2% | Reduced |
| Wilian Securities, LLC | 1,003 | $462.4K | 1.13% | +18+1.8% | Added |
| Warther Private Wealth, LLC | 1,004 | $462.8K | 0.11% | −9−0.9% | Reduced |
| Bailard, Inc. | 1,004 | $462.8K | 0.01% | −5−0.5% | Reduced |
| Cary Street Partners Financial LLC | 1,006 | $463.8K | 0.01% | +63+6.7% | Added |
| Stokes Family Office, LLC | 1,012 | $466.5K | 0.05% | −146−12.6% | Reduced |
| Ariadne Wealth Management, LP | 1,013 | $467.0K | 0.21% | −28−2.7% | Reduced |
| Accredited Investors Inc. | 1,017 | $468.8K | 0.03% | −11−1.1% | Reduced |
| Sylvest Advisors, LLC | 1,019 | $469.7K | 0.25% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,021 | $470.7K | 0.01% | +84+9.0% | Added |
| Avid Wealth Partners LLC | 1,023 | $471.6K | 0.22% | +207+25.4% | Added |
| Ameliora Wealth Management Ltd. | 1,025 | $472.5K | 0.15% | −77−7.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,025 | $472.5K | 0.12% | −50−4.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,025 | $472.5K | 0.16% | +300+41.4% | Added |
| V2 Financial group LLC | 1,028 | $473.9K | 0.22% | +7+0.7% | Added |
| Evercore Wealth Management, LLC | 1,029 | $474.4K | 0.01% | −16−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $474.4K | 0.02% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 1,018 | $475.0K | 0.21% | −491−32.5% | Reduced |
| Cookson Peirce & Co Inc | 1,032 | $475.7K | 0.02% | +1,032 | New |
| Carroll Investors, Inc | 1,033 | $476.2K | 0.25% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,035 | $477.1K | 0.05% | +2+0.2% | Added |
| AIMZ Investment Advisors, LLC | 1,037 | $478.0K | 0.15% | +47+4.7% | Added |
| NBC Securities, Inc. | 1,040 | $479.4K | 0.04% | −4−0.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 1,044 | $481.3K | 0.17% | +27+2.7% | Added |
| Pictet North America Advisors SA | 1,047 | $482.7K | 0.05% | +48+4.8% | Added |
| Verus Capital Partners, LLC | 1,049 | $483.6K | 0.03% | −60−5.4% | Reduced |
| BlueStem Wealth Partners, LLC | 1,049 | $483.6K | 0.05% | +7+0.7% | Added |
| Financial Management Network Inc | 1,064 | $484.1K | 0.07% | −9−0.8% | Reduced |
| Lord & Richards Wealth Management, LLC | 1,053 | $485.4K | 0.43% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,053 | $485.6K | 0.15% | +250+31.1% | Added |
| LJI Wealth Management, LLC | 1,054 | $485.9K | 0.08% | −6−0.6% | Reduced |
| Townsend Asset Management Corp | 1,057 | $487.3K | 0.18% | +553+109.7% | Added |
| Confluence Wealth Services, Inc. | 1,062 | $489.6K | 0.02% | +504+90.3% | Added |
| Kera Capital Partners, Inc. | 1,063 | $490.0K | 0.06% | +26+2.5% | Added |
| ZWJ Investment Counsel Inc | 1,064 | $490.5K | 0.02% | −91−7.9% | Reduced |
| Caitlin John, LLC | 1,064 | $490.5K | 0.30% | −247−18.8% | Reduced |
| Versant Capital Management, Inc | 1,066 | $491.4K | 0.05% | −191−15.2% | Reduced |
| Sentinus, LLC | 1,071 | $493.9K | 0.04% | +690+181.1% | Added |
| First National Bank of Hutchinson | 1,072 | $494.2K | 0.32% | −49−4.4% | Reduced |
| Basecamp Wealth Advisors LLC | 1,072 | $494.2K | 0.10% | −25−2.3% | Reduced |
| Income Insurance Ltd | 1,072 | $494.2K | 0.34% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,072 | $494.2K | 0.04% | −281−20.8% | Reduced |
| Soltis Investment Advisors LLC | 1,077 | $496.4K | 0.03% | +112+11.6% | Added |
| Wrapmanager Inc | 1,077 | $496.5K | 0.17% | −16−1.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,078 | $496.9K | 0.12% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,087 | $501.1K | 0.10% | −38−3.4% | Reduced |
| Green Square Capital Advisors LLC | 1,087 | $501.1K | 0.05% | −41−3.6% | Reduced |
| Occidental Asset Management, LLC | 1,090 | $502.5K | 0.06% | −249−18.6% | Reduced |
| Financial Perspectives, Inc | 1,091 | $502.9K | 0.14% | 00.0% | Unchanged |
| DMG Group, LLC | 1,093 | $503.9K | 0.34% | +14+1.3% | Added |
| Arq Wealth Advisors, LLC | 1,095 | $504.8K | 0.09% | +1,095 | New |
| Ignite Planners, LLC | 1,102 | $505.2K | 0.08% | −41−3.6% | Reduced |
| Leo Wealth, LLC | 1,096 | $505.4K | 0.04% | +699+176.1% | Added |
| Marble Wealth, LLC | 1,107 | $510.3K | 0.09% | −582−34.5% | Reduced |