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 |
|---|---|---|---|---|---|
| Fortis Capital Management LLC | 628 | $289.4K | 0.04% | +255+68.4% | Added |
| LifeWealth Investments, LLC | 627 | $289.0K | 0.09% | +186+42.2% | Added |
| Great Diamond Partners, LLC | 626 | $288.6K | 0.06% | −48−7.1% | Reduced |
| Indiana Trust & Investment Management CO | 625 | $288.1K | 0.09% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 623 | $287.2K | 0.20% | 00.0% | Unchanged |
| Cercano Management LLC | 621 | $286.3K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 620 | $285.8K | 0.01% | −65−9.5% | Reduced |
| Granite Investment Partners, LLC | 618 | $284.9K | 0.02% | −50−7.5% | Reduced |
| Alessandra Capital Management, LLC | 616 | $284.0K | 0.24% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 615 | $283.5K | 0.12% | +149+32.0% | Added |
| Bull Harbor Capital LLC | 614 | $282.9K | 0.08% | +614 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 613 | $282.6K | 0.10% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 612 | $282.1K | 0.15% | 00.0% | Unchanged |
| Putney Financial Group LLC | 610 | $281.2K | 0.28% | −30−4.7% | Reduced |
| Jacobsen Capital Management | 610 | $281.2K | 0.09% | +16+2.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 606 | $279.4K | 0.05% | +1+0.2% | Added |
| Kathmere Capital Management, LLC | 605 | $278.9K | 0.02% | +42+7.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 604 | $278.4K | 0.18% | −655−52.0% | Reduced |
| Great Lakes Retirement, Inc. | 604 | $278.4K | 0.03% | +20+3.4% | Added |
| Arlington Trust Co LLC | 604 | $278.4K | 0.02% | +80+15.3% | Added |
| K.J. Harrison & Partners Inc | 602 | $277.5K | 0.05% | −35−5.5% | Reduced |
| 44 Wealth Management LLC | 601 | $277.3K | 0.10% | −148−19.8% | Reduced |
| Burling Wealth Partners, LLC | 598 | $275.7K | 0.04% | −255−29.9% | Reduced |
| Elite Wealth Management, Inc. | 596 | $274.8K | 0.09% | −15,589−96.3% | Reduced |
| Waystone Advisors LLC | 595 | $274.3K | 0.25% | +28+4.9% | Added |
| Stonebrook Private Inc. | 595 | $274.3K | 0.06% | +55+10.2% | Added |
| LexAurum Advisors, LLC | 595 | $274.3K | 0.04% | +595 | New |
| Greenup Street Wealth Management LLC | 594 | $274.0K | 0.04% | +16+2.8% | Added |
| West Paces Advisors Inc. | 593 | $273.4K | 0.05% | −18−2.9% | Reduced |
| Letson Investment Management, Inc. | 593 | $273.4K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 591 | $272.4K | 0.06% | −10−1.7% | Reduced |
| Webster Bank, N. A. | 588 | $271.1K | 0.03% | −18−3.0% | Reduced |
| J.M. Arbour, LLC | 588 | $271.1K | 0.26% | +12+2.1% | Added |
| J.Safra Asset Management Corp | 588 | $271.1K | 0.01% | +24+4.3% | Added |
| Acorns Advisers, LLC | 587 | $271.0K | 0.00% | +96+19.6% | Added |
| Whalen Wealth Management Inc. | 587 | $270.7K | 0.15% | −1,157−66.3% | Reduced |
| Westfuller Advisors, LLC | 587 | $270.6K | 0.12% | −4−0.7% | Reduced |
| G2 Capital Management, LLC | 585 | $269.7K | 0.07% | +40+7.3% | Added |
| Beckerman Institutional, LLC | 584 | $269.2K | 0.14% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 583 | $268.6K | 0.03% | +14+2.5% | Added |
| Victory Financial Group, LLC | 582 | $268.3K | 0.03% | +120+26.0% | Added |
| R Squared Ltd | 580 | $267.4K | 0.15% | −190−24.7% | Reduced |
| Monticello Wealth Management, LLC | 580 | $267.4K | 0.02% | +116+25.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 580 | $267.4K | 0.03% | +39+7.2% | Added |
| Walkner Condon Financial Advisors LLC | 578 | $266.5K | 0.04% | −188−24.5% | Reduced |
| Tranquility Partners, LLC | 578 | $266.5K | 0.10% | +112+24.0% | Added |
| Reston Wealth Management LLC | 578 | $266.4K | 0.08% | +5+0.9% | Added |
| Curated Wealth Partners LLC | 576 | $265.5K | 0.03% | +153+36.2% | Added |
| Topsail Wealth Management, LLC | 574 | $264.6K | 0.04% | +11+2.0% | Added |
| Jacobi Capital Management LLC | 573 | $264.2K | 0.01% | +53+10.2% | Added |
| Strategic Financial Concepts, LLC | 572 | $263.7K | 0.07% | +572 | New |
| Corundum Group, Inc. | 571 | $263.2K | 0.09% | +44+8.3% | Added |
| Cornerstone Select Advisors, LLC | 570 | $262.8K | 0.16% | +6+1.1% | Added |
| Strategies Wealth Advisors, LLC | 569 | $262.3K | 0.03% | −8−1.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 569 | $262.3K | 0.04% | −14−2.4% | Reduced |
| Abc Arbitrage SA | 569 | $262.3K | 0.03% | +569 | New |
| Unify Financial Advisors | 568 | $261.8K | 0.27% | +568 | New |
| Two Sigma Securities, LLC | 567 | $261.4K | 0.03% | +567 | New |
| Continental Investors Services, Inc. | 621 | $260.9K | 0.25% | +27+4.5% | Added |
| Johnson Financial Group, Inc. | 565 | $260.5K | 0.01% | −152−21.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 565 | $260.5K | 0.07% | −85−13.1% | Reduced |
| Triad Wealth Partners, LLC | 564 | $260.0K | 0.02% | +131+30.3% | Added |
| South Shore Capital Advisors | 563 | $259.5K | 0.19% | −12−2.1% | Reduced |
| Elevatus Welath Management | 563 | $259.5K | 0.14% | +7+1.3% | Added |
| Seven Mile Advisory | 562 | $259.1K | 0.19% | −96−14.6% | Reduced |
| Princeton Global Asset Management LLC | 560 | $258.2K | 0.04% | +492+723.5% | Added |
| Northwest Wealth Management, LLC | 559 | $257.7K | 0.04% | +18+3.3% | Added |
| Atlas Brown,Inc. | 558 | $257.1K | 0.08% | −9−1.6% | Reduced |
| Capital Analysts, LLC | 554 | $255.0K | 0.01% | +97+21.2% | Added |
| Somerset Group LLC | 540 | $253.4K | 0.19% | 00.0% | Unchanged |
| SFE Investment Counsel | 549 | $253.1K | 0.04% | −45−7.6% | Reduced |
| Donaldson Capital Management, LLC | 549 | $253.1K | 0.01% | +549 | New |
| BlackDiamond Wealth Management Inc. | 547 | $252.2K | 0.12% | −61−10.0% | Reduced |
| Patton Fund Management, Inc. | 547 | $252.2K | 0.04% | +547 | New |
| Centric Wealth Management | 556 | $251.5K | 0.05% | +97+21.1% | Added |
| Hoxton Planning & Management, LLC | 545 | $251.2K | 0.08% | −16−2.9% | Reduced |
| Sunburst Financial Group, LLC | 543 | $250.3K | 0.05% | +58+12.0% | Added |
| Wallace Hart LLC | 542 | $249.9K | 0.34% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 540 | $248.9K | 0.02% | −44−7.5% | Reduced |
| Correct Capital Wealth Management | 539 | $248.5K | 0.05% | −15−2.7% | Reduced |
| EdgeRock Capital LLC | 544 | $248.4K | 0.07% | −54−9.0% | Reduced |
| ISAM Funds (UK) Ltd | 537 | $247.6K | 0.12% | −1,055−66.3% | Reduced |
| Jump Financial, LLC | 535 | $246.6K | 0.00% | −11,617−95.6% | Reduced |
| Wall Street Financial Group, Inc. | 535 | $246.6K | 0.15% | −161−23.1% | Reduced |
| Integral Investment Advisors, Inc. | 535 | $246.6K | 0.06% | −39−6.8% | Reduced |
| Arvest Investments, Inc. | 533 | $245.7K | 0.03% | −1−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 543 | $245.1K | 0.01% | −3,409−86.3% | Reduced |
| TCI Wealth Advisors, Inc. | 531 | $244.8K | 0.01% | −36−6.3% | Reduced |
| Legacy Wealth Advisors, LLC | 529 | $243.9K | 0.12% | +107+25.4% | Added |
| Crown Wealth Group, LLC | 527 | $242.9K | 0.07% | +46+9.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 527 | $242.9K | 0.12% | +527 | New |
| Bulltick Wealth Management, LLC | 523 | $241.1K | 0.05% | −91−14.8% | Reduced |
| Reflection Asset Management | 523 | $241.1K | 0.15% | 00.0% | Unchanged |
| Box Hill Private Wealth LLC | 522 | $240.6K | 0.24% | −127−19.6% | Reduced |
| Founders Financial Alliance, LLC | 521 | $240.2K | 0.04% | −317−37.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 521 | $240.2K | 0.00% | +111+27.1% | Added |
| Mengis Capital Management, Inc. | 521 | $240.2K | 0.04% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 520 | $239.7K | 0.01% | −503−49.2% | Reduced |
| Welch Group, LLC | 519 | $239.3K | 0.01% | −120−18.8% | Reduced |
| ORG Wealth Partners, LLC | 519 | $239.3K | 0.05% | −142−21.5% | Reduced |