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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 1,139 | $525.1K | 0.12% | +354+45.1% | Added |
| First Foundation Advisors | 1,138 | $524.6K | 0.02% | +344+43.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,137 | $524.1K | 0.17% | +75+7.1% | Added |
| Sharp Financial Services, LLC | 1,137 | $524.1K | 0.26% | +110+10.7% | Added |
| Teamwork Financial Advisors, LLC | 1,131 | $521.4K | 0.06% | −405−26.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,129 | $520.5K | 0.10% | −3−0.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $519.5K | 0.23% | 0 | Unchanged |
| Cambria Investment Management, L.P. | 1,126 | $519.1K | 0.03% | −273−19.5% | 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 |
| TFB Advisors LLC | 1,124 | $518.2K | 0.27% | −297−20.9% | Reduced |
| Tufton Capital Management | 1,125 | $518.0K | 0.09% | +4+0.4% | Added |
| Howard Financial Services, Ltd. | 1,122 | $517.2K | 0.06% | +149+15.3% | Added |
| Connecticut Wealth Management, LLC | 1,120 | $516.1K | 0.02% | −188−14.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,119 | $515.8K | 0.02% | +219+24.3% | Added |
| Drive Wealth Management, LLC | 1,118 | $515.2K | 0.11% | −43−3.7% | Reduced |
| Huntleigh Advisors, Inc. | 1,116 | $514.5K | 0.09% | +40+3.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,114 | $513.5K | 0.12% | +67+6.4% | Added |
| Bryn Mawr Trust Co | 1,113 | $513.1K | 0.01% | −1,013−47.6% | Reduced |
| Beacon Financial Group | 1,113 | $513.1K | 0.05% | +4+0.4% | Added |
| 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 |
| Aspen Capital Management, LLC | 1,111 | $512.2K | 0.13% | 00.0% | Unchanged |
| Marble Wealth, LLC | 1,107 | $510.3K | 0.09% | −582−34.5% | Reduced |
| Leo Wealth, LLC | 1,096 | $505.4K | 0.04% | +699+176.1% | Added |
| Ignite Planners, LLC | 1,102 | $505.2K | 0.08% | −41−3.6% | Reduced |
| Arq Wealth Advisors, LLC | 1,095 | $504.8K | 0.09% | +1,095 | New |
| DMG Group, LLC | 1,093 | $503.9K | 0.34% | +14+1.3% | Added |
| Financial Perspectives, Inc | 1,091 | $502.9K | 0.14% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,090 | $502.5K | 0.06% | −249−18.6% | Reduced |
| Green Square Capital Advisors LLC | 1,087 | $501.1K | 0.05% | −41−3.6% | Reduced |
| Net Worth Advisory Group | 1,087 | $501.1K | 0.10% | −38−3.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,078 | $496.9K | 0.12% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,077 | $496.5K | 0.17% | −16−1.5% | Reduced |
| Soltis Investment Advisors LLC | 1,077 | $496.4K | 0.03% | +112+11.6% | Added |
| Main Street Financial Solutions, LLC | 1,072 | $494.2K | 0.04% | −281−20.8% | Reduced |
| 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 |
| Sentinus, LLC | 1,071 | $493.9K | 0.04% | +690+181.1% | Added |
| Versant Capital Management, Inc | 1,066 | $491.4K | 0.05% | −191−15.2% | Reduced |
| Caitlin John, LLC | 1,064 | $490.5K | 0.30% | −247−18.8% | Reduced |
| ZWJ Investment Counsel Inc | 1,064 | $490.5K | 0.02% | −91−7.9% | Reduced |
| Kera Capital Partners, Inc. | 1,063 | $490.0K | 0.06% | +26+2.5% | Added |
| Confluence Wealth Services, Inc. | 1,062 | $489.6K | 0.02% | +504+90.3% | Added |
| Townsend Asset Management Corp | 1,057 | $487.3K | 0.18% | +553+109.7% | Added |
| LJI Wealth Management, LLC | 1,054 | $485.9K | 0.08% | −6−0.6% | Reduced |
| Congress Park Capital LLC | 1,053 | $485.6K | 0.15% | +250+31.1% | Added |
| Lord & Richards Wealth Management, LLC | 1,053 | $485.4K | 0.43% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,064 | $484.1K | 0.07% | −9−0.8% | Reduced |
| 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 |
| Pictet North America Advisors SA | 1,047 | $482.7K | 0.05% | +48+4.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,044 | $481.3K | 0.17% | +27+2.7% | Added |
| NBC Securities, Inc. | 1,040 | $479.4K | 0.04% | −4−0.4% | Reduced |
| AIMZ Investment Advisors, LLC | 1,037 | $478.0K | 0.15% | +47+4.7% | Added |
| Palisade Asset Management, LLC | 1,035 | $477.1K | 0.05% | +2+0.2% | Added |
| Carroll Investors, Inc | 1,033 | $476.2K | 0.25% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,032 | $475.7K | 0.02% | +1,032 | New |
| One Wealth Capital Management, LLC | 1,018 | $475.0K | 0.21% | −491−32.5% | Reduced |
| 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 |
| V2 Financial group LLC | 1,028 | $473.9K | 0.22% | +7+0.7% | 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 |
| Avid Wealth Partners LLC | 1,023 | $471.6K | 0.22% | +207+25.4% | Added |
| Ferguson Wellman Capital Management, Inc | 1,021 | $470.7K | 0.01% | +84+9.0% | Added |
| Sylvest Advisors, LLC | 1,019 | $469.7K | 0.25% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,017 | $468.8K | 0.03% | −11−1.1% | Reduced |
| Ariadne Wealth Management, LP | 1,013 | $467.0K | 0.21% | −28−2.7% | Reduced |
| Stokes Family Office, LLC | 1,012 | $466.5K | 0.05% | −146−12.6% | Reduced |
| Cary Street Partners Financial LLC | 1,006 | $463.8K | 0.01% | +63+6.7% | 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 |
| Wilian Securities, LLC | 1,003 | $462.4K | 1.13% | +18+1.8% | Added |
| 1776 Wealth LLC | 1,002 | $461.9K | 0.18% | −33−3.2% | Reduced |
| Fragasso Group Inc. | 1,020 | $461.6K | 0.03% | +50+5.2% | Added |
| Argentarii, LLC | 1,001 | $461.5K | 0.16% | +154+18.2% | Added |
| Charter Trust Co | 1,000 | $461.0K | 0.03% | −475−32.2% | Reduced |
| MBL Wealth, LLC | 999 | $460.5K | 0.03% | +69+7.4% | Added |
| Impact Investors, Inc | 996 | $459.2K | 0.32% | +17+1.7% | Added |
| RHS Financial, LLC | 995 | $458.7K | 0.22% | +17+1.7% | Added |
| Guyasuta Investment Advisors Inc | 993 | $457.8K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 992 | $457.1K | 0.09% | +174+21.3% | Added |
| Moss Adams Wealth Advisors LLC | 989 | $455.9K | 0.03% | +3+0.3% | 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 |
| MJP Associates Inc | 985 | $454.1K | 0.06% | −334−25.3% | Reduced |
| Riversedge Advisors, LLC | 985 | $454.1K | 0.07% | +84+9.3% | Added |
| Quantbot Technologies LP | 983 | $453.2K | 0.02% | +983 | New |
| Fortitude Advisory Group L.L.C. | 981 | $452.2K | 0.20% | +26+2.7% | Added |
| Onefund, LLC | 973 | $451.8K | 0.29% | −49−4.8% | Reduced |
| Algebris (UK) Ltd | 980 | $451.0K | 0.03% | −1,720−63.7% | Reduced |
| 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 |
| Argos Wealth Advisors, LLC | 976 | $449.9K | 0.13% | +3+0.3% | Added |
| Invesco, LLC | 971 | $447.6K | 0.16% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 968 | $446.2K | 0.10% | −305−24.0% | Reduced |
| Apriem Advisors | 968 | $446.2K | 0.04% | −96−9.0% | Reduced |