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 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $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 |
|---|---|---|---|---|---|
| McGuire Investment Group, LLC | 23,898 | $11.0M | 1.24% | −91−0.4% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 23,884 | $11.0M | 1.30% | +1,601+7.2% | Added |
| Kieckhefer Group LLC | 23,862 | $11.0M | 5.20% | −150−0.6% | Reduced |
| Private Advisor Group, LLC | 23,773 | $11.0M | 0.05% | −962−3.9% | Reduced |
| North Star Asset Management Inc | 23,747 | $10.9M | 0.47% | +80+0.3% | Added |
| Purus Wealth Management, LLC | 23,669 | $10.9M | 3.48% | −14−0.1% | Reduced |
| Kestra Advisory Services, LLC | 23,564 | $10.9M | 0.04% | +561+2.4% | Added |
| Wesbanco Bank Inc | 23,555 | $10.9M | 0.30% | +21,930+1,349.5% | Added |
| Connective Capital Management, LLC | 23,392 | $10.8M | 8.90% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,260 | $10.7M | 0.33% | +35+0.2% | Added |
| EP Wealth Advisors, LLC | 22,844 | $10.5M | 0.05% | +10,063+78.7% | Added |
| Axiom Investors LLC | 22,780 | $10.5M | 0.12% | −49,646−68.5% | Reduced |
| Meridiem Capital Partners LP | 22,747 | $10.5M | 0.69% | −35,781−61.1% | Reduced |
| Diversify Wealth Management, LLC | 23,038 | $10.5M | 0.19% | +12,912+127.5% | Added |
| Oppenheimer & Co Inc | 22,621 | $10.4M | 0.13% | +2,991+15.2% | Added |
| Canada Post Corp Registered Pension Plan | 22,576 | $10.4M | 0.41% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 22,411 | $10.3M | 0.74% | +174+0.8% | Added |
| Allstate Corp | 22,393 | $10.3M | 0.11% | −4,897−17.9% | Reduced |
| Fiduciary Group LLC | 22,313 | $10.3M | 0.88% | −215−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 22,156 | $10.2M | 0.32% | −1,088−4.7% | Reduced |
| Baker Avenue Asset Management, LP | 22,115 | $10.2M | 0.23% | +687+3.2% | Added |
| Abner Herrman & Brock LLC | 22,106 | $10.2M | 1.13% | +397+1.8% | Added |
| Walleye Trading LLC | 21,944 | $10.1M | 0.21% | −38,109−63.5% | Reduced |
| E. Ohman J:or Asset Management AB | 21,590 | $9.95M | 0.26% | −2,090−8.8% | Reduced |
| Mizuho Securities USA LLC | 21,469 | $9.90M | 0.23% | −4,343−16.8% | Reduced |
| Osmosis Investment Management UK Ltd | 21,446 | $9.89M | 0.27% | +20,654+2,607.8% | Added |
| Advisors Asset Management, Inc. | 21,248 | $9.80M | 0.16% | −2,212−9.4% | Reduced |
| Intesa Sanpaolo S.p.A. | 21,415 | $9.72M | 0.61% | +3,030+16.5% | Added |
| AE Wealth Management LLC | 21,044 | $9.70M | 0.05% | +4,164+24.7% | Added |
| First Citizens Bank & Trust Co | 20,944 | $9.65M | 0.20% | +129+0.6% | Added |
| TIAA Wealth Investment Management LLC | 20,911 | $9.64M | 0.07% | +20,911 | New |
| Trillium Asset Management, LLC | 39,361 | $9.63M | 0.32% | +18,979+93.1% | Added |
| Allianz SE | 20,799 | $9.59M | 0.11% | −2,045−9.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 20,665 | $9.53M | 0.07% | −320−1.5% | Reduced |
| HealthInvest Partners AB | 70,851 | $9.44M | 3.05% | +48,529+217.4% | Added |
| Heirloom Wealth Management | 20,342 | $9.38M | 1.69% | +3,242+19.0% | Added |
| Brinker Capital Investments, LLC | 20,325 | $9.37M | 0.08% | −83−0.4% | Reduced |
| Hartford Investment Management Co | 20,234 | $9.33M | 0.30% | −241−1.2% | Reduced |
| Oak Ridge Investments LLC | 20,109 | $9.27M | 0.61% | +153+0.8% | Added |
| Martin Capital Advisors, LLP | 20,036 | $9.24M | 5.83% | −22−0.1% | Reduced |
| Sycomore Asset Management | 18,945 | $9.21M | 1.33% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 19,982 | $9.21M | 0.56% | +35+0.2% | Added |
| Nova R Wealth, Inc. | 19,787 | $9.12M | 2.91% | −524−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 19,596 | $9.03M | 0.10% | +4,117+26.6% | Added |
| Bleakley Financial Group, LLC | 19,543 | $9.01M | 0.14% | +5,819+42.4% | Added |
| J.W. Cole Advisors, Inc. | 19,189 | $8.85M | 0.30% | −794−4.0% | Reduced |
| Peapack Gladstone Financial Corp | 19,176 | $8.84M | 0.11% | +592+3.2% | Added |
| Roundview Capital LLC | 19,065 | $8.79M | 0.55% | +623+3.4% | Added |
| Cambient Family Office, LLC | 19,030 | $8.77M | 1.22% | +1,083+6.0% | Added |
| Verde Servicos Internacionais S.A. | 18,988 | $8.75M | 2.68% | +2,542+15.5% | Added |
| D.A. Davidson & Co. | 18,942 | $8.73M | 0.05% | +3,317+21.2% | Added |
| Stratos Wealth Partners, LTD. | 18,664 | $8.60M | 0.10% | −789−4.1% | Reduced |
| Carderock Capital Management Inc | 18,539 | $8.55M | 2.11% | +295+1.6% | Added |
| Cinctive Capital Management LP | 18,435 | $8.50M | 0.56% | +13,017+240.3% | Added |
| Strategic Planning Group, LLC | 18,379 | $8.47M | 1.18% | +5,134+38.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,327 | $8.45M | 0.32% | +1,040+6.0% | Added |
| Broadleaf Partners, LLC | 18,187 | $8.38M | 1.95% | −553−3.0% | Reduced |
| Generali Asset Management SPA SGR | 18,126 | $8.36M | 0.17% | −3,498−16.2% | Reduced |
| Warren Averett Asset Management, LLC | 17,827 | $8.22M | 0.06% | −60−0.3% | Reduced |
| Simmons Bank | 17,788 | $8.20M | 0.55% | +481+2.8% | Added |
| M & L Capital Management Ltd | 17,700 | $8.16M | 2.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,678 | $8.15M | 0.17% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 17,459 | $8.05M | 0.99% | +732+4.4% | Added |
| EFG International AG | 17,450 | $8.05M | 0.17% | −1,261−6.7% | Reduced |
| Metis Global Partners, LLC | 17,361 | $8.00M | 0.20% | −587−3.3% | Reduced |
| Bridgewater Associates, LP | 17,294 | $7.97M | 0.04% | +6,124+54.8% | Added |
| Lockheed Martin Investment Management Co | 17,180 | $7.92M | 0.29% | +8,190+91.1% | Added |
| Burns J W & Co Inc | 17,079 | $7.87M | 0.90% | −81−0.5% | Reduced |
| Equitable Holdings, Inc. | 15,391 | $7.87M | 0.05% | +5,141+50.2% | Added |
| Owl Creek Asset Management, L.P. | 17,069 | $7.87M | 1.52% | +17,069 | New |
| Washington Trust Advisors, Inc. | 16,966 | $7.82M | 0.63% | −462−2.7% | Reduced |
| New Mexico Educational Retirement Board | 16,842 | $7.76M | 0.24% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 16,786 | $7.74M | 0.32% | −705−4.0% | Reduced |
| Jain Global LLC | 16,777 | $7.73M | 0.10% | +7,164+74.5% | Added |
| McBroom & Associates, LLC | 16,748 | $7.72M | 4.30% | −1,748−9.5% | Reduced |
| Algert Global LLC | 16,670 | $7.68M | 0.12% | +377+2.3% | Added |
| Park Avenue Securities LLC | 16,630 | $7.67M | 0.06% | −1,786−9.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 16,500 | $7.61M | 0.64% | +2,200+15.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,443 | $7.58M | 0.07% | −2,258−12.1% | Reduced |
| Vantage Investment Partners, LLC | 16,281 | $7.51M | 0.52% | −55−0.3% | Reduced |
| Robinhood Asset Management, LLC | 16,250 | $7.49M | 0.54% | +4,813+42.1% | Added |
| Bogart Wealth, LLC | 16,219 | $7.48M | 0.29% | −23−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,485 | $7.45M | 0.23% | −5,380−24.6% | Reduced |
| Union Bancaire Privee, UBP SA | 18,319 | $7.43M | 0.14% | −7,541−29.2% | Reduced |
| Sigma Investment Counselors Inc | 15,941 | $7.35M | 0.39% | −1,024−6.0% | Reduced |
| Ravenstone Capital Management Inc. | 15,832 | $7.30M | 3.65% | +894+6.0% | Added |
| Sterling Capital Management LLC | 15,799 | $7.28M | 0.14% | −2,127−11.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,672 | $7.22M | 0.24% | +3,476+28.5% | Added |
| Tower Research Capital LLC (TRC) | 15,627 | $7.20M | 0.19% | −9,872−38.7% | Reduced |
| Gotham Asset Management, LLC | 15,566 | $7.18M | 0.02% | −2,932−15.9% | Reduced |
| Tompkins Financial Corp | 15,507 | $7.15M | 0.57% | −141−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,480 | $7.14M | 0.20% | −1,619−9.5% | Reduced |
| Rench Wealth Management, Inc. | 15,432 | $7.11M | 2.14% | −22−0.1% | Reduced |
| Deuterium Capital Management, LLC | 15,425 | $7.11M | 8.27% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 15,358 | $7.08M | 0.41% | −598−3.7% | Reduced |
| Hikari Tsushin, Inc. | 15,185 | $7.00M | 0.48% | −1,170−7.2% | Reduced |
| KMG Fiduciary Partners, LLC | 15,162 | $6.99M | 0.52% | −165−1.1% | Reduced |
| William Blair Investment Management, LLC | 15,142 | $6.98M | 0.02% | −95−0.6% | Reduced |
| Philadelphia Trust Co | 15,124 | $6.97M | 0.49% | +2,172+16.8% | Added |
| Central Bank & Trust Co | 15,073 | $6.95M | 1.09% | −89−0.6% | Reduced |