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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 10,282 | $4.74M | 0.06% | +1,595+18.4% | Added |
| Loup Funds, LLC | 10,252 | $4.73M | 2.99% | −14,958−59.3% | Reduced |
| Principal Securities, Inc. | 10,242 | $4.72M | 0.07% | +658+6.9% | Added |
| North Dakota State Investment Board | 10,228 | $4.72M | 0.20% | −2,010−16.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,216 | $4.71M | 0.04% | +4,365+74.6% | Added |
| Transamerica Financial Advisors, Inc. | 10,098 | $4.66M | 0.40% | −564−5.3% | Reduced |
| Nixon Peabody Trust Co | 10,092 | $4.65M | 0.37% | +3,996+65.6% | Added |
| Nwam LLC | 10,065 | $4.64M | 0.27% | +1,473+17.1% | Added |
| Arthur M. Cohen & Associates, LLC | 9,946 | $4.62M | 0.82% | −399−3.9% | Reduced |
| Liberty Wealth Management LLC | 9,992 | $4.61M | 0.58% | +71+0.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,988 | $4.60M | 0.35% | +639+6.8% | Added |
| Vise Technologies, Inc. | 8,123 | $4.60M | 0.09% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 9,971 | $4.60M | 0.23% | −794−7.4% | Reduced |
| Emerald Investment Advisers, LLC | 9,907 | $4.57M | 0.41% | +9,907 | New |
| SevenBridge Financial Group, LLC | 9,417 | $4.55M | 0.71% | +350+3.9% | Added |
| Canal Capital Management, LLC | 9,861 | $4.55M | 0.62% | +558+6.0% | Added |
| Synergy Financial Management, LLC | 9,835 | $4.53M | 0.48% | +233+2.4% | Added |
| Cyndeo Wealth Partners, LLC | 9,832 | $4.53M | 0.24% | +1,374+16.2% | Added |
| MUFG Securities Americas Inc. | 9,827 | $4.53M | 0.29% | +277+2.9% | Added |
| Generali Investments, Management Co LLC | 9,824 | $4.53M | 1.05% | +1,420+16.9% | Added |
| Western Wealth Management, LLC | 9,820 | $4.53M | 0.17% | +4,479+83.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,781 | $4.51M | 0.15% | −3,598−26.9% | Reduced |
| Elk River Wealth Management, LLC | 9,752 | $4.50M | 0.75% | +9,752 | New |
| Summit Financial, LLC | 9,662 | $4.45M | 0.06% | −4,762−33.0% | Reduced |
| Securian Asset Management, Inc | 9,640 | $4.44M | 0.18% | 00.0% | Unchanged |
| Wormser Freres Gestion | 9,381 | $4.42M | 3.19% | −86−0.9% | Reduced |
| Zions Bancorporation, National Association | 9,476 | $4.37M | 0.28% | −8,202−46.4% | Reduced |
| Greenleaf Trust | 9,457 | $4.36M | 0.04% | +26+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 9,399 | $4.33M | 2.04% | −25−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,392 | $4.33M | 0.29% | 00.0% | Unchanged |
| Welch & Forbes LLC | 9,283 | $4.28M | 0.06% | −28−0.3% | Reduced |
| Silicon Valley Capital Partners | 9,234 | $4.26M | 0.42% | +1,089+13.4% | Added |
| Penobscot Investment Management Company, Inc. | 9,217 | $4.25M | 0.33% | +303+3.4% | Added |
| Univest Financial Corp | 9,180 | $4.23M | 0.24% | +638+7.5% | Added |
| Duncker Streett & Co Inc | 9,159 | $4.22M | 0.80% | −47−0.5% | Reduced |
| Martingale Asset Management L P | 9,133 | $4.21M | 0.11% | +2,616+40.1% | Added |
| Neville Rodie & Shaw Inc | 9,122 | $4.21M | 0.31% | +1,285+16.4% | Added |
| Orion Capital Management LLC | 9,104 | $4.20M | 1.45% | −30−0.3% | Reduced |
| Carnegie Lake Advisors LLC | 9,075 | $4.18M | 1.66% | 00.0% | Unchanged |
| MidFirst Bank | 9,057 | $4.18M | 0.35% | −232−2.5% | Reduced |
| GAMMA Investing LLC | 9,033 | $4.16M | 0.19% | +1,100+13.9% | Added |
| Signal Advisors Wealth, LLC | 9,016 | $4.16M | 0.29% | +904+11.1% | Added |
| Sivik Global Healthcare LLC | 9,000 | $4.15M | 3.15% | −1,000−10.0% | Reduced |
| Ontario Teachers Pension Plan Board | 8,987 | $4.14M | 0.12% | +8,987 | New |
| Everence Capital Management Inc | 8,958 | $4.13M | 0.25% | +718+8.7% | Added |
| New Age Alpha Advisors, LLC | 8,957 | $4.13M | 0.19% | −21−0.2% | Reduced |
| Brighton Jones LLC | 8,940 | $4.12M | 0.09% | +8,940 | New |
| Roberts Wealth Advisors, LLC | 8,895 | $4.10M | 1.04% | +481+5.7% | Added |
| Signaturefd, LLC | 8,877 | $4.09M | 0.06% | +422+5.0% | Added |
| Wahed Invest LLC | 8,820 | $4.07M | 0.53% | −474−5.1% | Reduced |
| Parsonex Advisory Services, Inc. | 8,688 | $4.01M | 3.92% | +616+7.6% | Added |
| Stock Yards Bank & Trust Co | 8,683 | $4.00M | 0.12% | +1,607+22.7% | Added |
| Tocqueville Asset Management L.P. | 8,675 | $4.00M | 0.06% | −313−3.5% | Reduced |
| Oak Associates, Ltd | 8,674 | $4.00M | 0.27% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 8,607 | $3.97M | 0.06% | −8,028−48.3% | Reduced |
| Frank, Rimerman Advisors LLC | 8,604 | $3.97M | 0.26% | +26+0.3% | Added |
| Bahl & Gaynor Inc | 8,554 | $3.94M | 0.02% | −702−7.6% | Reduced |
| Capstone Investment Advisors, LLC | 8,529 | $3.93M | 0.03% | +6,526+325.8% | Added |
| Washington Trust Bank | 8,525 | $3.93M | 0.29% | +8,525 | New |
| Vega Investment Solutions | 8,508 | $3.92M | 0.94% | −335−3.8% | Reduced |
| Legato Capital Management LLC | 8,500 | $3.92M | 0.36% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,460 | $3.90M | 0.13% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 8,410 | $3.88M | 0.29% | +4,777+131.5% | Added |
| SBI Securities Co., Ltd. | 8,377 | $3.86M | 0.11% | −112−1.3% | Reduced |
| Oak Harvest Investment Services | 8,359 | $3.85M | 0.40% | +1,620+24.0% | Added |
| Claret Asset Management Corp | 8,348 | $3.85M | 0.46% | +1,754+26.6% | Added |
| Morningstar Investment Management LLC | 8,335 | $3.84M | 0.24% | −2,482−22.9% | Reduced |
| Capital Asset Advisory Services LLC | 8,222 | $3.83M | 0.15% | +177+2.2% | Added |
| Intellectus Partners, LLC | 8,269 | $3.81M | 0.78% | +161+2.0% | Added |
| Level Four Advisory Services, LLC | 8,244 | $3.80M | 0.12% | −345−4.0% | Reduced |
| Meeder Advisory Services, Inc. | 8,214 | $3.79M | 0.16% | −247−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,180 | $3.77M | 0.09% | +5,301+184.1% | Added |
| WealthShield Partners, LLC | 8,055 | $3.71M | 0.41% | +251+3.2% | Added |
| Sigma Planning Corp | 8,044 | $3.71M | 0.10% | −661−7.6% | Reduced |
| Caption Management, LLC | 8,000 | $3.69M | 0.18% | +8,000 | New |
| Snowden Capital Advisors LLC | 7,988 | $3.68M | 0.10% | −473−5.6% | Reduced |
| WD Rutherford LLC | 7,916 | $3.65M | 1.62% | −154−1.9% | Reduced |
| Neo Ivy Capital Management | 7,895 | $3.64M | 0.96% | +2,299+41.1% | Added |
| HM Payson & Co | 7,836 | $3.61M | 0.05% | +1,272+19.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,800 | $3.60M | 1.86% | +2,500+47.2% | Added |
| Aquatic Capital Management LLC | 7,788 | $3.59M | 0.10% | −28,487−78.5% | Reduced |
| Ashford Capital Management Inc | 7,777 | $3.59M | 0.44% | +634+8.9% | Added |
| Vestcor Inc | 7,756 | $3.58M | 0.10% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 7,748 | $3.57M | 0.06% | +7,748 | New |
| Aigen Investment Management, LP | 7,747 | $3.57M | 0.92% | +7,169+1,240.3% | Added |
| Crawford Investment Counsel Inc | 7,692 | $3.55M | 0.06% | −990−11.4% | Reduced |
| Trilogy Capital Inc. | 7,592 | $3.50M | 0.16% | +971+14.7% | Added |
| Adviser Investments LLC | 7,570 | $3.49M | 0.04% | −4,428−36.9% | Reduced |
| Intrust Bank NA | 7,567 | $3.49M | 0.28% | +208+2.8% | Added |
| Third View Private Wealth, LLC | 7,556 | $3.48M | 0.48% | +333+4.6% | Added |
| Tema ETFs LLC | 7,534 | $3.47M | 0.23% | +8+0.1% | Added |
| Blue Sky Capital Consultants Group, Inc. | 7,517 | $3.47M | 1.65% | −539−6.7% | Reduced |
| GLOBALT Investments LLC | 7,499 | $3.46M | 0.12% | +10+0.1% | Added |
| TFR Capital, LLC. | 7,465 | $3.44M | 1.06% | +68+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 7,438 | $3.43M | 0.19% | +2,275+44.1% | Added |
| Sava Infond d.o.o. | 7,420 | $3.42M | 0.49% | −780−9.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,387 | $3.41M | 0.19% | −6−0.1% | Reduced |
| Nelson Capital Management, LLC | 7,333 | $3.38M | 0.41% | +215+3.0% | Added |
| Illumine Investment Management, LLC | 7,331 | $3.38M | 2.60% | −59−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,314 | $3.37M | 0.04% | −3,924−34.9% | Reduced |