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 |
|---|---|---|---|---|---|
| Aspen Capital Management, LLC | 1,111 | $512.2K | 0.13% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,112 | $512.6K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 1,112 | $512.6K | 0.35% | +1,112 | New |
| Beacon Financial Group | 1,113 | $513.1K | 0.05% | +4+0.4% | Added |
| Bryn Mawr Trust Co | 1,113 | $513.1K | 0.01% | −1,013−47.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,114 | $513.5K | 0.12% | +67+6.4% | Added |
| Huntleigh Advisors, Inc. | 1,116 | $514.5K | 0.09% | +40+3.7% | Added |
| Drive Wealth Management, LLC | 1,118 | $515.2K | 0.11% | −43−3.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,119 | $515.8K | 0.02% | +219+24.3% | Added |
| Connecticut Wealth Management, LLC | 1,120 | $516.1K | 0.02% | −188−14.4% | Reduced |
| Howard Financial Services, Ltd. | 1,122 | $517.2K | 0.06% | +149+15.3% | Added |
| Tufton Capital Management | 1,125 | $518.0K | 0.09% | +4+0.4% | Added |
| TFB Advisors LLC | 1,124 | $518.2K | 0.27% | −297−20.9% | Reduced |
| Henson-Edgewater Management, LLC | 1,125 | $518.6K | 0.33% | −15−1.3% | Reduced |
| TRB Wealth Management, LLC | 1,125 | $518.6K | 0.07% | +1,125 | New |
| Cambria Investment Management, L.P. | 1,126 | $519.1K | 0.03% | −273−19.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $519.5K | 0.23% | 0 | Unchanged |
| Prestige Wealth Management Group LLC | 1,129 | $520.5K | 0.10% | −3−0.3% | Reduced |
| Teamwork Financial Advisors, LLC | 1,131 | $521.4K | 0.06% | −405−26.4% | Reduced |
| Sharp Financial Services, LLC | 1,137 | $524.1K | 0.26% | +110+10.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,137 | $524.1K | 0.17% | +75+7.1% | Added |
| First Foundation Advisors | 1,138 | $524.6K | 0.02% | +344+43.3% | Added |
| Aries Wealth Management | 1,139 | $525.1K | 0.12% | +354+45.1% | Added |
| Fideuram Asset Management (Ireland) dac | 1,042 | $525.4K | 0.07% | −7,773−88.2% | Reduced |
| BSW Wealth Partners | 1,140 | $525.7K | 0.06% | −509−30.9% | Reduced |
| Cromwell Holdings LLC | 1,144 | $527.4K | 0.30% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,144 | $527.4K | 0.02% | +87+8.2% | Added |
| AlphaGrep UK Ltd | 1,146 | $528.3K | 0.16% | +259+29.2% | Added |
| Naples Global Advisors, LLC | 1,151 | $530.6K | 0.04% | −15−1.3% | Reduced |
| Visionary Wealth Advisors | 1,152 | $531.1K | 0.02% | +96+9.1% | Added |
| Global Assets Advisory, LLC | 1,158 | $533.8K | 0.16% | +1,158 | New |
| Clear Wave Wealth Management LLC | 1,160 | $534.7K | 0.14% | +1,160 | New |
| SmartHarvest Portfolios, LLC | 1,164 | $536.6K | 0.22% | −263−18.4% | Reduced |
| Advisors Management Group Inc | 1,165 | $537.0K | 0.10% | −950−44.9% | Reduced |
| Avenue 1 Advisors, LLC | 1,165 | $537.1K | 0.16% | −3−0.3% | Reduced |
| Defiance ETFs, LLC | 1,165 | $537.1K | 0.01% | +1,165 | New |
| Tred Avon Family Wealth, LLC | 1,170 | $539.4K | 0.18% | −19−1.6% | Reduced |
| OLIO Financial Planning | 1,175 | $541.7K | 0.15% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,178 | $542.8K | 0.03% | +394+50.3% | Added |
| Foundations Investment Advisors, LLC | 1,178 | $543.1K | 0.01% | +157+15.4% | Added |
| Manning & Napier Advisors LLC | 1,180 | $544.0K | 0.01% | −3,636−75.5% | Reduced |
| Investment Partners, Ltd. | 1,183 | $545.4K | 0.19% | −15−1.3% | Reduced |
| Miller Financial Services LLC | 1,183 | $545.4K | 0.61% | +65+5.8% | Added |
| Expressive Wealth LLC | 1,209 | $546.1K | 0.52% | +1,209 | New |
| Romano Brothers and Company | 1,193 | $550.0K | 0.06% | +36+3.1% | Added |
| Valmark Advisers, Inc. | 1,195 | $550.9K | 0.01% | +98+8.9% | Added |
| Castleark Management LLC | 1,200 | $553.2K | 0.02% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,201 | $553.6K | 0.09% | −1,982−62.3% | Reduced |
| Planning Center, Inc. | 1,201 | $553.6K | 0.06% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,201 | $553.6K | 0.19% | +53+4.6% | Added |
| Parkside Financial Bank & Trust | 1,202 | $554.1K | 0.04% | +27+2.3% | Added |
| Mosley Wealth Management | 1,239 | $554.1K | 0.25% | −60−4.6% | Reduced |
| Sivia Capital Partners, LLC | 1,203 | $554.6K | 0.11% | +28+2.4% | Added |
| Nomura Holdings Inc | 1,204 | $555.0K | 0.00% | −78,624−98.5% | Reduced |
| Centurion Wealth Management LLC | 1,204 | $555.0K | 0.13% | +30+2.6% | Added |
| Klingman & Associates, LLC | 1,208 | $556.9K | 0.03% | −14−1.1% | Reduced |
| Spirepoint Private Client, LLC | 1,209 | $557.3K | 0.05% | −89−6.9% | Reduced |
| Virtue Capital Management, LLC | 1,232 | $557.8K | 0.09% | −103−7.7% | Reduced |
| Investmark Advisory Group LLC | 1,212 | $558.7K | 0.24% | −29−2.3% | Reduced |
| Trust Co | 1,212 | $558.7K | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,218 | $561.5K | 0.03% | −5,476−81.8% | Reduced |
| Parcion Private Wealth LLC | 1,221 | $562.9K | 0.03% | +95+8.4% | Added |
| Atticus Wealth Management, LLC | 1,226 | $565.2K | 0.15% | −129−9.5% | Reduced |
| Allen Capital Group, LLC | 1,229 | $566.6K | 0.05% | −25−2.0% | Reduced |
| Massmutual Trust Co FSB | 1,231 | $567.5K | 0.02% | −169−12.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,237 | $570.2K | 0.31% | +34+2.8% | Added |
| Eagle Wealth Advisors LLC | 1,237 | $570.2K | 0.53% | +168+15.7% | Added |
| Fiduciary Alliance LLC | 1,218 | $570.5K | 0.03% | +344+39.4% | Added |
| Quent Capital, LLC | 1,243 | $573.0K | 0.04% | −262−17.4% | Reduced |
| Kapstone Financial Advisors LLC | 1,248 | $575.3K | 0.28% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,250 | $576.2K | 0.12% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 1,252 | $577.2K | 0.42% | −29−2.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,254 | $578.1K | 0.17% | −31−2.4% | Reduced |
| Claris Financial LLC | 1,258 | $579.9K | 0.32% | −2−0.2% | Reduced |
| Princeton Capital Management LLC | 1,262 | $581.8K | 0.16% | +572+82.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,265 | $583.2K | 0.27% | +115+10.0% | Added |
| Wealthspire Advisors, LLC | 1,266 | $583.6K | 0.00% | −1,680−57.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 1,273 | $586.8K | 0.04% | +1,273 | New |
| Garden State Investment Advisory Services LLC | 1,273 | $586.8K | 0.14% | −92−6.7% | Reduced |
| New England Research & Management, Inc. | 1,279 | $589.6K | 0.25% | +1,279 | New |
| Acropolis Investment Management, LLC | 1,287 | $593.3K | 0.03% | +4+0.3% | Added |
| Baxter Bros Inc | 1,290 | $594.7K | 0.07% | +1,290 | New |
| Facet Wealth, Inc. | 1,309 | $603.4K | 0.01% | +300+29.7% | Added |
| Modera Wealth Management, LLC | 1,310 | $603.7K | 0.01% | −29−2.2% | Reduced |
| Finivi Inc. | 1,317 | $607.1K | 0.33% | −8−0.6% | Reduced |
| TFC Financial Management | 1,317 | $607.1K | 0.07% | 00.0% | Unchanged |
| Navigation Group, LLC | 1,317 | $607.1K | 0.14% | +1,317 | New |
| Monetary Management Group Inc | 1,320 | $608.5K | 0.15% | +10+0.8% | Added |
| Lighthouse Investment Partners, LLC | 1,329 | $612.7K | 0.02% | −2,097−61.2% | Reduced |
| Winter & Associates, Inc. | 1,354 | $612.8K | 0.54% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,330 | $613.1K | 0.08% | +49+3.8% | Added |
| 71 West Capital Partners | 1,332 | $614.0K | 0.03% | +141+11.8% | Added |
| Condor Capital Management | 1,332 | $614.0K | 0.05% | +13+1.0% | Added |
| Mindset Wealth Management, LLC | 1,335 | $615.4K | 0.17% | +15+1.1% | Added |
| Interchange Capital Partners, LLC | 1,264 | $615.8K | 0.20% | −352−21.8% | Reduced |
| Rossmore Private Capital | 1,338 | $616.8K | 0.05% | +207+18.3% | Added |
| Tableaux LLC | 1,338 | $616.8K | 0.30% | +1,338 | New |
| First Business Financial Services, Inc. | 1,340 | $617.7K | 0.05% | +100+8.1% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,341 | $618.2K | 0.54% | −4,151−75.6% | Reduced |
| Nicholas Investment Partners, LP | 1,341 | $618.2K | 0.04% | 00.0% | Unchanged |