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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 525 | $238.7K | 0.13% | −20−3.7% | Reduced |
| Clarendon Private LLC | 511 | $235.6K | 0.18% | +66+14.8% | Added |
| Independent Solutions Wealth Management, LLC | 510 | $235.1K | 0.03% | +139+37.5% | Added |
| Embree Financial Group | 509 | $234.6K | 0.03% | −91−15.2% | Reduced |
| Evanson Asset Management, LLC | 505 | $232.8K | 0.01% | +2+0.4% | Added |
| Financial Advisory Corp | 505 | $232.8K | 0.03% | +10+2.0% | Added |
| Foster Group, Inc. | 504 | $232.3K | 0.01% | −19−3.6% | Reduced |
| Gemmer Asset Management LLC | 504 | $232.3K | 0.02% | −7−1.4% | Reduced |
| WealthPLAN Partners, LLC | 504 | $232.3K | 0.04% | +70+16.1% | Added |
| Pacific Excel Wealth Advisors, Inc. | 502 | $231.4K | 0.24% | +502 | New |
| Spinnaker Investment Group, LLC | 502 | $231.4K | 0.05% | −50−9.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 502 | $231.4K | 0.07% | −47−8.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 501 | $231.0K | 0.01% | 00.0% | Unchanged |
| Dodge & Cox | 500 | $230.5K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $230.5K | 0.03% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 499 | $230.0K | 0.01% | +1+0.2% | Added |
| Signature Estate & Investment Advisors LLC | 498 | $229.6K | 0.00% | +72+16.9% | Added |
| Ponta Wealth Partners, LLC | 498 | $229.6K | 0.18% | +84+20.3% | Added |
| Armis Advisers, LLC | 531 | $229.6K | 0.02% | −301−36.2% | Reduced |
| Terra Nova Asset Management LLC | 497 | $229.1K | 0.17% | −3,855−88.6% | Reduced |
| Kavar Capital Partners Group, LLC | 496 | $228.7K | 0.03% | −6−1.2% | Reduced |
| Cardinal Point Capital Management, ULC | 496 | $228.7K | 0.01% | +496 | New |
| BridgePort Financial Solutions, LLC | 495 | $228.2K | 0.06% | −4−0.8% | Reduced |
| Buckhead Capital Management LLC | 495 | $228.2K | 0.09% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 493 | $227.3K | 0.05% | −47−8.7% | Reduced |
| Southland Equity Partners LLC | 493 | $227.3K | 0.04% | +26+5.6% | Added |
| Sovereign Investment Advisors, LLC | 493 | $227.3K | 0.05% | +493 | New |
| Evermay Wealth Management LLC | 492 | $226.8K | 0.03% | −287−36.8% | Reduced |
| Novare Capital Management LLC | 492 | $226.8K | 0.02% | −15−3.0% | Reduced |
| Souders Financial Advisors | 492 | $226.8K | 0.03% | −952−65.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 491 | $226.3K | 0.19% | −63−11.4% | Reduced |
| Mayflower Financial Advisors, LLC | 491 | $226.3K | 0.03% | +27+5.8% | Added |
| Buck Wealth Strategies, LLC | 490 | $225.9K | 0.03% | −303−38.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 490 | $225.9K | 0.04% | −128−20.7% | Reduced |
| Cascade Financial Partners, LLC | 490 | $225.9K | 0.02% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 489 | $225.4K | 0.08% | +13+2.7% | Added |
| Sym Financial Corp | 489 | $225.4K | 0.02% | +126+34.7% | Added |
| Shrier Wealth Management, LLC | 488 | $225.0K | 0.08% | +488 | New |
| Berkeley Capital Partners, LLC | 485 | $223.6K | 0.05% | +17+3.6% | Added |
| Brandywine Oak Private Wealth LLC | 484 | $223.1K | 0.02% | +41+9.3% | Added |
| Provenance Wealth Advisors, LLC | 484 | $223.1K | 0.02% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 483 | $222.7K | 0.05% | +84+21.1% | Added |
| Onyx Bridge Wealth Group LLC | 483 | $222.7K | 0.02% | +37+8.3% | Added |
| Bennett Selby Investments LP | 482 | $222.2K | 0.08% | 00.0% | Unchanged |
| Sunpointe, LLC | 482 | $222.2K | 0.07% | +11+2.3% | Added |
| Evexia Wealth LLC | 483 | $221.7K | 0.06% | +29+6.4% | Added |
| NTV Asset Management LLC | 480 | $221.3K | 0.02% | −1−0.2% | Reduced |
| River Wealth Advisors LLC | 479 | $220.8K | 0.03% | −321−40.1% | Reduced |
| Wills Financial Group LLC | 510 | $220.5K | 0.08% | +57+12.6% | Added |
| Midland Wealth Advisors LLC | 478 | $220.4K | 0.01% | +66+16.0% | Added |
| Golden Reserve Retirement LLC | 474 | $218.5K | 0.05% | +474 | New |
| Tripletail Wealth Management, LLC | 483 | $218.3K | 0.30% | −11−2.2% | Reduced |
| Blalock Williams, LLC | 474 | $218.3K | 0.17% | −114−19.4% | Reduced |
| Colonial Trust Co | 472 | $217.7K | 0.03% | −15−3.1% | Reduced |
| Serenus Wealth Advisors, LLC | 471 | $217.1K | 0.04% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 470 | $216.8K | 0.05% | +32+7.3% | Added |
| Vigilare Wealth Management | 470 | $216.7K | 0.07% | −23−4.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 470 | $216.7K | 0.03% | +20+4.4% | Added |
| Caden Capital Partners, LP | 470 | $216.7K | 2.67% | +307+188.3% | Added |
| Aspen Grove Capital, LLC | 469 | $216.7K | 0.04% | +28+6.3% | Added |
| White Lighthouse Investment Management Inc. | 468 | $215.7K | 0.03% | −5−1.1% | Reduced |
| Fox Hill Wealth Management | 467 | $215.3K | 0.10% | +1+0.2% | Added |
| Finer Wealth Management, Inc. | 466 | $214.8K | 0.11% | 00.0% | Unchanged |
| Shelter Rock Management, LLC | 465 | $214.4K | 0.23% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 465 | $214.4K | 0.12% | +465 | New |
| Tiaa Trust, National Association | 463 | $213.4K | 0.01% | −25,381−98.2% | Reduced |
| Cherrydale Wealth Management, LLC | 463 | $213.4K | 0.07% | −10−2.1% | Reduced |
| Seldon Capital LP | 462 | $213.0K | 0.08% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 462 | $213.0K | 0.05% | +23+5.2% | Added |
| Charter Oak Capital Management, LLC | 459 | $211.6K | 0.02% | +1+0.2% | Added |
| Stewardship Advisors, LLC | 459 | $211.6K | 0.05% | +38+9.0% | Added |
| Center for Financial Planning, Inc. | 458 | $211.1K | 0.02% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 458 | $211.1K | 0.19% | +9+2.0% | Added |
| Keudell/Morrison Wealth Management | 456 | $210.2K | 0.04% | −61−11.8% | Reduced |
| Alteri Wealth LLC | 454 | $209.3K | 0.07% | −29−6.0% | Reduced |
| Motive Wealth Advisors | 454 | $209.3K | 0.10% | +5+1.1% | Added |
| Focused Wealth Management, Inc | 453 | $208.8K | 0.02% | +35+8.4% | Added |
| Breakwater Investment Management | 452 | $208.4K | 0.08% | +1+0.2% | Added |
| Semus Wealth Partners LLC | 450 | $207.4K | 0.12% | −26−5.5% | Reduced |
| Flagship Private Wealth, LLC | 450 | $207.4K | 0.08% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 450 | $207.4K | 0.08% | +450 | New |
| Index Fund Advisors, Inc. | 449 | $207.0K | 0.01% | −438−49.4% | Reduced |
| Security National Bank of So Dak | 449 | $207.0K | 0.10% | +44+10.9% | Added |
| Novem Group | 447 | $206.1K | 0.02% | −25−5.3% | Reduced |
| Financial Partners Group, Inc | 447 | $206.0K | 0.02% | +11+2.5% | Added |
| Berkshire Asset Management LLC | 446 | $205.6K | 0.01% | −5−1.1% | Reduced |
| TrustBank | 445 | $205.1K | 0.08% | 00.0% | Unchanged |
| WT Wealth Management | 443 | $204.4K | 0.06% | +19+4.5% | Added |
| Private Wealth Asset Management, LLC | 443 | $204.2K | 0.02% | −2−0.4% | Reduced |
| Holistic Financial Partners | 440 | $202.8K | 0.08% | −130−22.8% | Reduced |
| Spinnaker Trust | 440 | $202.8K | 0.01% | −18−3.9% | Reduced |
| Tanager Wealth Management LLP | 440 | $202.8K | 0.02% | +43+10.8% | Added |
| Raleigh Capital Management Inc. | 440 | $202.8K | 0.07% | +70+18.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 440 | $202.8K | 0.11% | +440 | New |
| Migdal Insurance & Financial Holdings Ltd. | 439 | $202.4K | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 437 | $201.5K | 0.03% | −8−1.8% | Reduced |
| Granite Group Advisors, LLC | 443 | $200.7K | 0.12% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 435 | $200.5K | 0.03% | −82−15.9% | Reduced |
| Vision Capital Management, Inc. | 435 | $200.5K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 435 | $200.5K | 0.06% | +78+21.8% | Added |