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 |
|---|---|---|---|---|---|
| Paladin Partners, LLC | 1,422 | $655.5K | 0.47% | +15+1.1% | Added |
| Alta Advisers Ltd | 1,421 | $655.1K | 0.24% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,419 | $654.0K | 0.07% | +75+5.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,416 | $652.8K | 0.03% | −132−8.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,415 | $652.3K | 0.26% | +61+4.5% | Added |
| Alpha Zero LLC | 1,414 | $651.8K | 0.33% | +67+5.0% | Added |
| Aviance Capital Partners, LLC | 1,407 | $648.6K | 0.08% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,399 | $644.9K | 0.19% | +20+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,397 | $644.0K | 0.16% | −149−9.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,388 | $639.9K | 0.01% | −1,363−49.5% | Reduced |
| Venturi Wealth Management, LLC | 1,387 | $639.4K | 0.03% | −267−16.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,387 | $639.4K | 0.09% | −348−20.1% | Reduced |
| Focus Financial Network, Inc. | 1,381 | $636.8K | 0.02% | −44−3.1% | Reduced |
| TSFG, LLC | 1,380 | $636.0K | 0.10% | 00.0% | Unchanged |
| Petersen Hastings Wealth Advisors Inc. | 1,375 | $633.9K | 0.06% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,373 | $632.9K | 0.26% | −78−5.4% | Reduced |
| OneAscent Wealth Management LLC | 1,372 | $632.5K | 0.21% | −65−4.5% | Reduced |
| Private Trust Co NA | 1,361 | $627.4K | 0.06% | +23+1.7% | Added |
| Evolve Private Wealth, LLC | 1,359 | $626.5K | 0.03% | +493+56.9% | Added |
| Private Wealth Partners, LLC | 1,350 | $622.3K | 0.05% | −52−3.7% | Reduced |
| Resources Management Corp | 1,350 | $622.0K | 0.08% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,348 | $621.4K | 0.02% | +208+18.2% | Added |
| Perbak Capital Partners LLP | 1,342 | $618.6K | 0.15% | +1,342 | New |
| 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 |
| First Business Financial Services, Inc. | 1,340 | $617.7K | 0.05% | +100+8.1% | Added |
| Rossmore Private Capital | 1,338 | $616.8K | 0.05% | +207+18.3% | Added |
| Tableaux LLC | 1,338 | $616.8K | 0.30% | +1,338 | New |
| Interchange Capital Partners, LLC | 1,264 | $615.8K | 0.20% | −352−21.8% | Reduced |
| Mindset Wealth Management, LLC | 1,335 | $615.4K | 0.17% | +15+1.1% | Added |
| Condor Capital Management | 1,332 | $614.0K | 0.05% | +13+1.0% | Added |
| 71 West Capital Partners | 1,332 | $614.0K | 0.03% | +141+11.8% | Added |
| Independence Bank of Kentucky | 1,330 | $613.1K | 0.08% | +49+3.8% | Added |
| Winter & Associates, Inc. | 1,354 | $612.8K | 0.54% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 1,329 | $612.7K | 0.02% | −2,097−61.2% | Reduced |
| Monetary Management Group Inc | 1,320 | $608.5K | 0.15% | +10+0.8% | Added |
| Navigation Group, LLC | 1,317 | $607.1K | 0.14% | +1,317 | New |
| Finivi Inc. | 1,317 | $607.1K | 0.33% | −8−0.6% | Reduced |
| TFC Financial Management | 1,317 | $607.1K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,310 | $603.7K | 0.01% | −29−2.2% | Reduced |
| Facet Wealth, Inc. | 1,309 | $603.4K | 0.01% | +300+29.7% | Added |
| Baxter Bros Inc | 1,290 | $594.7K | 0.07% | +1,290 | New |
| Acropolis Investment Management, LLC | 1,287 | $593.3K | 0.03% | +4+0.3% | Added |
| New England Research & Management, Inc. | 1,279 | $589.6K | 0.25% | +1,279 | New |
| Garden State Investment Advisory Services LLC | 1,273 | $586.8K | 0.14% | −92−6.7% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 1,273 | $586.8K | 0.04% | +1,273 | New |
| Wealthspire Advisors, LLC | 1,266 | $583.6K | 0.00% | −1,680−57.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,265 | $583.2K | 0.27% | +115+10.0% | Added |
| Princeton Capital Management LLC | 1,262 | $581.8K | 0.16% | +572+82.9% | Added |
| Claris Financial LLC | 1,258 | $579.9K | 0.32% | −2−0.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,254 | $578.1K | 0.17% | −31−2.4% | Reduced |
| Arsenal Capital Advisors LLC | 1,252 | $577.2K | 0.42% | −29−2.3% | Reduced |
| Jackson Square Capital, LLC | 1,250 | $576.2K | 0.12% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,248 | $575.3K | 0.28% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,243 | $573.0K | 0.04% | −262−17.4% | Reduced |
| Fiduciary Alliance LLC | 1,218 | $570.5K | 0.03% | +344+39.4% | Added |
| 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 |
| Massmutual Trust Co FSB | 1,231 | $567.5K | 0.02% | −169−12.1% | Reduced |
| Allen Capital Group, LLC | 1,229 | $566.6K | 0.05% | −25−2.0% | Reduced |
| Atticus Wealth Management, LLC | 1,226 | $565.2K | 0.15% | −129−9.5% | Reduced |
| Parcion Private Wealth LLC | 1,221 | $562.9K | 0.03% | +95+8.4% | Added |
| Ostrum Asset Management | 1,218 | $561.5K | 0.03% | −5,476−81.8% | 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 |
| Virtue Capital Management, LLC | 1,232 | $557.8K | 0.09% | −103−7.7% | Reduced |
| Spirepoint Private Client, LLC | 1,209 | $557.3K | 0.05% | −89−6.9% | Reduced |
| Klingman & Associates, LLC | 1,208 | $556.9K | 0.03% | −14−1.1% | Reduced |
| 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 |
| Sivia Capital Partners, LLC | 1,203 | $554.6K | 0.11% | +28+2.4% | Added |
| Mosley Wealth Management | 1,239 | $554.1K | 0.25% | −60−4.6% | Reduced |
| Parkside Financial Bank & Trust | 1,202 | $554.1K | 0.04% | +27+2.3% | Added |
| 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 |
| Castleark Management LLC | 1,200 | $553.2K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,195 | $550.9K | 0.01% | +98+8.9% | Added |
| Romano Brothers and Company | 1,193 | $550.0K | 0.06% | +36+3.1% | Added |
| Expressive Wealth LLC | 1,209 | $546.1K | 0.52% | +1,209 | New |
| 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 |
| Manning & Napier Advisors LLC | 1,180 | $544.0K | 0.01% | −3,636−75.5% | Reduced |
| Foundations Investment Advisors, LLC | 1,178 | $543.1K | 0.01% | +157+15.4% | Added |
| StoneX Group Inc. | 1,178 | $542.8K | 0.03% | +394+50.3% | Added |
| OLIO Financial Planning | 1,175 | $541.7K | 0.15% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 1,170 | $539.4K | 0.18% | −19−1.6% | 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 |
| Advisors Management Group Inc | 1,165 | $537.0K | 0.10% | −950−44.9% | Reduced |
| SmartHarvest Portfolios, LLC | 1,164 | $536.6K | 0.22% | −263−18.4% | Reduced |
| Clear Wave Wealth Management LLC | 1,160 | $534.7K | 0.14% | +1,160 | New |
| Global Assets Advisory, LLC | 1,158 | $533.8K | 0.16% | +1,158 | New |
| Visionary Wealth Advisors | 1,152 | $531.1K | 0.02% | +96+9.1% | Added |
| Naples Global Advisors, LLC | 1,151 | $530.6K | 0.04% | −15−1.3% | Reduced |
| AlphaGrep UK Ltd | 1,146 | $528.3K | 0.16% | +259+29.2% | Added |
| Sand Hill Global Advisors, LLC | 1,144 | $527.4K | 0.02% | +87+8.2% | Added |
| Cromwell Holdings LLC | 1,144 | $527.4K | 0.30% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,140 | $525.7K | 0.06% | −509−30.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,042 | $525.4K | 0.07% | −7,773−88.2% | Reduced |