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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 2,258 | $1.04M | 0.02% | −205−8.3% | Reduced |
| Transcend Wealth Collective, LLC | 2,253 | $1.04M | 0.08% | +297+15.2% | Added |
| Ar Asset Management Inc | 2,250 | $1.04M | 0.20% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,242 | $1.03M | 0.09% | −12−0.5% | Reduced |
| Journey Strategic Wealth LLC | 2,241 | $1.03M | 0.03% | −455−16.9% | Reduced |
| EagleClaw Capital Managment, LLC | 2,240 | $1.03M | 0.14% | −70−3.0% | Reduced |
| Arta Finance Wealth Management LLC | 2,236 | $1.03M | 0.51% | +221+11.0% | Added |
| GeoWealth Management, LLC | 2,235 | $1.03M | 0.04% | +80+3.7% | Added |
| Pure Financial Advisors, Inc. | 2,233 | $1.03M | 0.01% | −12−0.5% | Reduced |
| Aventura Private Wealth, LLC | 2,225 | $1.03M | 0.38% | +847+61.5% | Added |
| Moseley Investment Management Inc | 2,203 | $1.02M | 0.32% | +17+0.8% | Added |
| Csenge Advisory Group | 2,200 | $1.01M | 0.05% | −18−0.8% | Reduced |
| Boomfish Wealth Group, LLC | 2,199 | $1.01M | 0.54% | +2,199 | New |
| OneAscent Financial Services LLC | 2,198 | $1.01M | 0.05% | +1,824+487.7% | Added |
| Truvestments Capital LLC | 2,197 | $1.01M | 0.18% | −123−5.3% | Reduced |
| Doliver Advisors, LP | 2,196 | $1.01M | 0.23% | −165−7.0% | Reduced |
| LRI Investments, LLC | 2,194 | $1.01M | 0.09% | −45−2.0% | Reduced |
| Vann Equity Management LLC | 2,190 | $1.01M | 0.72% | +2,190 | New |
| PCM Encore, LLC | 2,189 | $1.01M | 0.21% | +121+5.9% | Added |
| Samara Investment Management, LLC | 2,172 | $1.00M | 1.04% | +2,172 | New |
| First National Bank of Omaha | 2,202 | $1.00M | 0.03% | −971−30.6% | Reduced |
| Proactive Wealth Strategies LLC | 2,164 | $997.6K | 0.19% | +1,077+99.1% | Added |
| Expect Equity LLC | 2,150 | $991.1K | 0.77% | +2,150 | New |
| Sendero Wealth Management, LLC | 2,148 | $990.2K | 0.11% | −41−1.9% | Reduced |
| Buffalo Business & Estate Services Ltd | 2,144 | $988.4K | 0.14% | −263−10.9% | Reduced |
| Wealth Management Partners, LLC | 2,134 | $983.8K | 0.28% | +36+1.7% | Added |
| Diligent Investors, LLC | 2,133 | $983.3K | 0.24% | 00.0% | Unchanged |
| Alpha Family Trust | 2,125 | $979.6K | 0.48% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,121 | $977.8K | 0.10% | −33−1.5% | Reduced |
| Guerra Pan Advisors, LLC | 2,121 | $977.8K | 0.60% | −15−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 2,117 | $975.9K | 0.01% | −175−7.6% | Reduced |
| Flputnam Investment Management Co | 2,114 | $974.5K | 0.01% | +80+3.9% | Added |
| Balboa Wealth Partners | 2,110 | $972.9K | 0.16% | +48+2.3% | Added |
| SFMG, LLC | 2,109 | $972.0K | 0.07% | −27−1.3% | Reduced |
| Schrum Private Wealth Management LLC | 2,100 | $968.1K | 0.74% | +31+1.5% | Added |
| Warm Springs Advisors Inc. | 2,099 | $967.6K | 0.82% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,096 | $966.4K | 0.14% | −3−0.1% | Reduced |
| Norris Perne & French LLP | 2,092 | $964.4K | 0.05% | −151−6.7% | Reduced |
| Perpetual Ltd | 2,085 | $961.2K | 0.01% | +255+13.9% | Added |
| EverSource Wealth Advisors, LLC | 2,080 | $959.0K | 0.03% | +195+10.3% | Added |
| St. Louis Trust Co | 2,075 | $956.6K | 0.11% | 00.0% | Unchanged |
| Invst, LLC | 2,067 | $952.9K | 0.11% | −297−12.6% | Reduced |
| Xxi Wealth, LLC | 2,066 | $952.4K | 0.54% | +91+4.6% | Added |
| Gardner Lewis Asset Management L P | 2,065 | $951.9K | 0.21% | +511+32.9% | Added |
| Waterloo Capital, L.P. | 2,062 | $950.6K | 0.07% | −2,217−51.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,035 | $938.1K | 0.02% | +19+0.9% | Added |
| Compass Capital Corp | 2,052 | $934.5K | 0.33% | +147+7.7% | Added |
| Avantax Planning Partners, Inc. | 2,027 | $934.4K | 0.03% | +77+3.9% | Added |
| SeaCrest Wealth Management, LLC | 2,024 | $933.0K | 0.10% | −193−8.7% | Reduced |
| Heartland Bank & Trust Co | 2,016 | $929.4K | 0.21% | +42+2.1% | Added |
| Inscription Capital, LLC | 2,010 | $926.6K | 0.10% | −182−8.3% | Reduced |
| CX Institutional | 2,003 | $923.0K | 0.03% | −162−7.5% | Reduced |
| HBK Investments L P | 2,002 | $922.9K | 0.01% | +2,002 | New |
| Shepherd Street Advisors LLC | 2,001 | $922.4K | 0.91% | +56+2.9% | Added |
| Conquis Financial LLC | 1,926 | $922.2K | 0.76% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 2,000 | $922.0K | 0.78% | −200−9.1% | Reduced |
| NCP Inc. | 2,000 | $922.0K | 1.53% | 00.0% | Unchanged |
| Optas, LLC | 1,998 | $921.1K | 0.14% | +495+32.9% | Added |
| LVW Advisors, LLC | 1,979 | $912.3K | 0.09% | +137+7.4% | Added |
| Covenant Asset Management, LLC | 1,975 | $910.5K | 0.19% | 00.0% | Unchanged |
| Harrington Investments, INC | 1,975 | $910.5K | 0.48% | −30−1.5% | Reduced |
| Trust Co of Virginia | 1,972 | $909.1K | 0.08% | −273−12.2% | Reduced |
| BankChampaign, National Association | 1,969 | $907.7K | 0.90% | +21+1.1% | Added |
| HCR Wealth Advisors | 1,969 | $907.7K | 0.09% | +418+27.0% | Added |
| Advyzon Investment Management, LLC | 1,968 | $907.1K | 0.08% | −61−3.0% | Reduced |
| Decision Investments, Inc | 1,955 | $901.2K | 1.02% | −64−3.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,954 | $900.8K | 0.03% | +30+1.6% | Added |
| Allegheny Financial Group LTD | 1,948 | $898.0K | 0.12% | +15+0.8% | Added |
| First Affirmative Financial Network | 1,944 | $896.4K | 0.35% | +1,944 | New |
| Brown Financial Advisors | 1,938 | $893.4K | 0.34% | +54+2.9% | Added |
| Kovitz Investment Group Partners, LLC | 1,936 | $892.6K | 0.02% | −1−0.1% | Reduced |
| Camden Capital, LLC | 1,933 | $891.2K | 0.06% | +16+0.8% | Added |
| Modern Wealth Management, LLC | 1,915 | $889.4K | 0.02% | +779+68.6% | Added |
| Michael B. Yongue | 1,926 | $887.9K | 0.65% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,925 | $887.4K | 0.28% | +47+2.5% | Added |
| NorthRock Partners, LLC | 1,918 | $884.5K | 0.01% | +403+26.6% | Added |
| Harrell Investment Partners, LLC | 1,909 | $880.0K | 0.21% | +33+1.8% | Added |
| Cladis Investment Advisory, LLC | 1,905 | $878.2K | 0.48% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,901 | $876.3K | 0.08% | +128+7.2% | Added |
| Howard Capital Management Group, LLC | 1,900 | $875.9K | 0.06% | −200−9.5% | Reduced |
| Atlas Wealth Partners, LLC | 1,900 | $875.9K | 0.90% | −50−2.6% | Reduced |
| Journey Advisory Group, LLC | 1,896 | $874.0K | 0.07% | +523+38.1% | Added |
| Tradition Wealth Management, LLC | 1,890 | $871.3K | 0.06% | +28+1.5% | Added |
| Heritage Wealth Advisors | 1,890 | $871.3K | 0.03% | +188+11.0% | Added |
| Jefferies Financial Group Inc. | 1,888 | $870.3K | 0.01% | −1,266−40.1% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,536 | $869.9K | 0.08% | +56+3.8% | Added |
| Empower Advisory Group, LLC | 1,884 | $868.5K | 0.00% | −180−8.7% | Reduced |
| Orrstown Financial Services Inc | 1,881 | $867.1K | 0.15% | −218−10.4% | Reduced |
| Liberty One Investment Management, LLC | 1,875 | $864.4K | 0.09% | +713+61.4% | Added |
| Bank of Stockton | 1,873 | $863.4K | 0.27% | +417+28.6% | Added |
| Manchester Capital Management LLC | 1,869 | $861.6K | 0.12% | −240−11.4% | Reduced |
| Ellevest, Inc. | 1,869 | $861.6K | 0.12% | +113+6.4% | Added |
| Murphy & Mullick Capital Management Corp | 1,866 | $860.2K | 0.64% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 1,858 | $856.5K | 0.50% | −320−14.7% | Reduced |
| Waterway Wealth Management, LLC | 1,857 | $856.1K | 0.19% | −505−21.4% | Reduced |
| Revolve Wealth Partners, LLC | 1,857 | $856.1K | 0.11% | −90−4.6% | Reduced |
| Worthington Financial Partners, LLC | 1,843 | $849.6K | 0.73% | +1,196+184.9% | Added |
| Petros Family Wealth, LLC | 1,832 | $844.5K | 0.60% | −84−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,832 | $844.5K | 0.06% | +191+11.6% | Added |
| ADAR1 Capital Management, LLC | 1,830 | $843.6K | 0.05% | +810+79.4% | Added |