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Disclosery

ISRG INTUITIVE SURGICAL INC

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COM (common), issuer CIK 1035267

2,147 managers (2,195 13F filers) reported a position in ISRG shares at 2025-03-31, 302,776,023 shares in all. 198 filers opened a position and 135 filers sold out during the quarter.

Managers
2,147
13F filers
2,195
New
198
Added
951
Reduced
711
Sold out
135
Shares held by filers
302,776,023

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
WADORS PATRICIA Lofficer (SVP Chief Human Resources Offi)2026-10-10-1,062 F$423.96Form 4
WADORS PATRICIA Lofficer (SVP Chief Human Resources Offi)2026-10-10+2,140 M$0Form 4
LOEB GARYofficer (EVP & Chief Legal and Complian)2026-10-10-1,296 F$423.96Form 4
LOEB GARYofficer (EVP & Chief Legal and Complian)2026-10-10+2,612 M$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORRIS FINANCIAL CONCEPTS, INC.474$235K0.1%+913F-HRTimeline
Ulland Investment Advisors, LLC473$234K0.2%-26513F-HRTimeline
Apexium Financial, LP472$234K0.01%+5613F-HRTimeline
Cove Private Wealth, LLC469$232K0.12%new13F-HRTimeline
Southland Equity Partners LLC468$232K0.05%-613F-HRTimeline
Heirloom Wealth Management464$230K0.07%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC462$229K0.02%-513F-HRTimeline
SELDON CAPITAL LP462$229K0.14%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC462$229K0.09%-313F-HRTimeline
Mason & Associates Inc462$229K0.06%+3013F-HRTimeline
PUREfi Wealth, LLC462$229K0.23%new13F-HRTimeline
Opal Wealth Advisors, LLC461$228K0.07%-5113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC461$228K0.12%new13F-HRTimeline
Warren Street Wealth Advisors, LLC460$228K0.09%-713F-HRTimeline
Center for Financial Planning, Inc.458$227K0.03%013F-HRTimeline
GDS Wealth Management458$227K0.02%new13F-HRTimeline
denkapparat Operations GmbH458$227K0.24%new13F-HRTimeline
Charter Oak Capital Management, LLC457$226K0.02%+813F-HRTimeline
Private Wealth Asset Management, LLC457$226K0.03%13F-HRTimeline
Veltria Advisors Corp.457$226K0.15%-41113F-HRTimeline
White Lighthouse Investment Management …456$226K0.04%+913F-HRTimeline
Centric Wealth Management456$226K0.06%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC455$225K0.04%+2513F-HRTimeline
Indiana Trust & Investment Management Co455$225K0.08%-4513F-HRTimeline
J.Safra Asset Management Corp454$225K0.02%-4913F-HR/ATimeline
Welch Group, LLC457$225K0.01%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC453$224K0.09%+1713F-HRTimeline
TABLEAUX LLC453$224K0.16%new13F-HRTimeline
Breakwater Investment Management451$223K0.1%013F-HRTimeline
NorthStar Asset Management LLC /NJ/450$223K0.14%new13F-HRTimeline
Wills Financial Group LLC450$223K0.1%13F-HRTimeline
BENNETT SELBY INVESTMENTS LP449$222K0.09%013F-HRTimeline
Index Fund Advisors, Inc.447$221K0.01%013F-HRTimeline
Darwin Wealth Management, LLC424$221K0.07%013F-HRTimeline
Sunpointe, LLC445$220K0.12%-513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC444$220K0.02%013F-HRTimeline
Rappaport Reiches Capital Management, L…443$219K0.05%new13F-HRTimeline
Cornerstone Select Advisors, LLC443$219K0.21%-3613F-HRTimeline
EARNED WEALTH ADVISORS, LLC442$219K0.05%new13F-HRTimeline
Cyrus J. Lawrence, LLC441$218K0.83%new13F-HRTimeline
Crown Wealth Group, LLC440$218K0.11%+2013F-HRTimeline
Five Oceans Advisors439$217K0.1%+513F-HRTimeline
Courage Miller Partners, LLC438$217K0.07%013F-HRTimeline
Pines Wealth Management, LLC473$216K0.1%new13F-HRTimeline
Obermeyer Wealth Partners437$216K0.01%+1713F-HRTimeline
Prossimo Advisors, LLC436$216K0.16%-1113F-HRTimeline
Avantra Family Wealth, Inc.436$216K0.21%+313F-HRTimeline
CFO4Life Group, LLC436$216K0.04%+2013F-HRTimeline
Berkeley Capital Partners, LLC434$215K0.06%-113F-HRTimeline
Continuum Advisory, LLC433$214K0.03%+2013F-HRTimeline
Montz Harcus Wealth Management LLC430$213K0.12%+1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC427$212K0.01%+4613F-HRTimelineGroup
Auxano Advisors, LLC428$212K0.06%-3613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC428$212K0.01%+513F-HRTimelineGroup
Fi3 FINANCIAL ADVISORS, LLC428$212K0.09%-5013F-HRTimeline
Second Line Capital, LLC427$211K0.05%-15113F-HRTimeline
KEYVANTAGE WEALTH, LLC427$211K0.1%-9313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC426$211K0.09%+913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.426$211K0.21%+213F-HRTimeline
MANCHESTER FINANCIAL INC425$210K0.05%013F-HRTimeline
Spectrum Wealth Counsel, LLC423$210K0.03%013F-HRTimeline
Matisse Capital423$209K0.11%013F-HRTimeline
Davis Investment Partners, LLC427$209K0.09%013F-HRTimeline
TABR Capital Management, LLC422$209K0.22%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC422$209K0.19%13F-HRTimeline
Arvest Bank Trust Division421$209K0.01%-113F-HRTimeline
Consolidated Portfolio Review Corp420$208K0.03%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC420$208K0.17%new13F-HR/ATimeline
GRIFFIN ASSET MANAGEMENT, INC.419$208K0.03%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC419$208K0.01%-4013F-HRTimeline
Focused Wealth Management, Inc418$207K0.03%013F-HRTimeline
Blume Capital Management, Inc.417$207K0.05%+213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC416$206K0.03%-2013F-HRTimeline
Breed's Hill Capital LLC416$206K0.11%013F-HRTimeline
Riverview Trust Co415$206K0.2%-613F-HRTimeline
JB Capital LLC412$204K0.01%-513F-HRTimeline
Financial Partners Group, Inc412$204K0.03%-1613F-HRTimeline
Elyxium Wealth, LLC412$204K0.09%new13F-HRTimeline
Private Wealth Advisors, LLC411$204K0.09%013F-HRTimeline
Marion Wealth Management410$203K0.05%+2413F-HRTimeline
3Chopt Investment Partners, LLC410$203K0.05%new13F-HRTimeline
Hudson Capital Management LLC409$203K0.06%+913F-HRTimeline
Register Financial Advisors LLC409$203K0.11%new13F-HRTimeline
Everstar Asset Management, LLC408$202K0.13%013F-HR/ATimeline
PRINCETON CAPITAL MANAGEMENT LLC407$202K0.07%013F-HRTimeline
MOTIVE WEALTH ADVISORS407$202K0.11%-2313F-HRTimeline
Clifford Group, LLC407$202K0.19%+1013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC405$201K0.06%-813F-HRTimeline
Giverny Capital Inc.405$201K0.01%013F-HR/ATimeline
Greenline Partners, LLC405$201K0.03%013F-HRTimeline
Ledyard National Bank404$200K0.02%013F-HRTimeline
Omnia Family Wealth, LLC404$200K0.08%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC400$198K0.05%013F-HRTimeline
WEBSTER BANK, N. A.393$195K0.02%013F-HRTimeline
Rise Advisors, LLC378$187K0.08%+2013F-HRTimeline
Adalta Capital Management LLC375$186K0.1%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…375$186K0.13%+35513F-HRTimeline
Curat Global, LLC360$178K0.22%13F-HRTimeline
ORG Partners LLC357$177K0.04%+6513F-HRTimeline
Ameliora Wealth Management Ltd.350$173K0.07%+31413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.347$172K0.13%+3013F-HRTimeline
Nemes Rush Group LLC344$170K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC341$169K0.02%+2613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding333$165K+85Timeline
BIT Capital GmbH329$163K0.02%+19513F-HRTimeline
Rosenberg Matthew Hamilton321$159K0.04%-2413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.317$157K0.08%-18113F-HRTimelineGroup
Ceeto Capital Group, LLC312$155K0.06%013F-HRTimeline
Peterson Wealth Services303$150K0.05%+8113F-HRTimeline
AlphaQuest LLC297$147K0.02%-1,88513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST293$145K0.02%+4813F-HRTimeline
Glen Eagle Advisors, LLC283$140K0.02%-7513F-HRTimeline
LANARK FINANCIAL, INC.273$135K0.01%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.270$134K0.05%13F-HRTimeline
Cove Street Capital, LLC270$134K0.21%013F-HRTimeline
Clearstead Trust, LLC260$129K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…259$128K<0.01%+2413F-HRTimelineGroup
Financial Life Planners253$125K0.12%+9713F-HRTimeline
Berbice Capital Management LLC250$124K0.11%+20013F-HRTimeline
Tortoise Investment Management, LLC248$123K0.01%-8713F-HR/ATimeline
Raleigh Capital Management Inc.248$123K0.06%-7013F-HRTimeline
North Star Investment Management Corp.247$122K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC244$121K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.235$116K0.01%+4913F-HRTimeline
Wayfinding Financial, LLC232$114K0.05%new13F-HRTimeline
Security National Bank225$111K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…225$111K0.05%+3313F-HRTimeline
Inlight Wealth Management, LLC224$111K0.07%new13F-HRTimeline
Crewe Advisors LLC217$107K0.02%-413F-HRTimeline
HHM Wealth Advisors, LLC214$106K0.01%+4513F-HRTimeline
Garde Capital, Inc.210$104K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC204$101K0.03%+18113F-HRTimeline
Rossby Financial, LCC196$101K0.04%new13F-HRTimeline
Beacon Capital Management, LLC202$100K0.01%+2313F-HRTimeline
City State Bank200$99.1K0.03%013F-HRTimeline
Fortis Group Advisors, LLC191$94.6K0.02%013F-HRTimeline
Gleason Group, Inc.190$94.1K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC190$93K0.02%+13013F-HRTimeline
NewSquare Capital LLC186$92.1K0.01%+6313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP183$90.6K0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC181$89.8K0.04%+3613F-HRTimeline
ATWOOD & PALMER INC175$86.7K0.01%013F-HRTimeline
GW&K Investment Management, LLC168$83K<0.01%+213F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.167$83K0.07%+13813F-HRTimeline
Bell Investment Advisors, Inc167$82.7K0.02%-313F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.165$81.7K0.08%013F-HRTimeline
JFS WEALTH ADVISORS, LLC152$75.3K0.01%+313F-HRTimeline
McIlrath & Eck, LLC149$73.8K0.01%+713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC147$72.8K0.01%013F-HRTimeline
Saudi Central Bank140$69.3K0.37%new13F-HRTimeline
CITY HOLDING CO137$67.8K0.01%+1113F-HRTimeline
SRH ADVISORS, LLC135$66.9K0.02%013F-HRTimeline
True Wealth Design, LLC134$66.6K0.03%+113F-HRTimeline
Sachetta, LLC132$65.4K0.03%-113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management131$64.9K0.01%13F-HRTimelineGroup
VSM Wealth Advisory, LLC129$63.9K0.02%013F-HRTimeline
Byrne Asset Management LLC124$61.4K0.05%-3113F-HRTimeline
Capital Advisors, Ltd. LLC124$61K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC120$59.4K0.01%013F-HRTimeline
Financial Avengers, Inc.120$59.4K0.03%-1013F-HR/ATimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding120$59.4K-3,906Timeline
PrairieView Partners, LLC120$59K0.01%013F-HRTimeline
State of Wyoming116$57.5K0.01%new13F-HRTimeline
Disciplina Capital Management LLC114$56.5K0.01%+5913F-HRTimeline
Cornerstone Planning Group LLC115$56.1K0.01%+4313F-HRTimeline
Mechanics Financial Corp112$55.5K0.03%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV111$55K0.05%+213F-HRTimeline
GHP Investment Advisors, Inc.111$55K<0.01%-913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC110$54.5K0.04%013F-HRTimeline
Bernard Wealth Management Corp.108$53.5K0.03%013F-HRTimeline
United Community Bankin group United Community Bank105$52K0.02%new13F-HRTimelineGroup
Midwest Capital Advisors, LLC104$51.5K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.100$49.5K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators98$48.5K0.02%013F-HRTimeline
Fortitude Family Office, LLC94$46.6K0.02%-1813F-HRTimeline
Centricity Wealth Management, LLC91$45.1K0.04%013F-HRTimeline
Canton Hathaway, LLC90$45K0.01%013F-HRTimeline
American Capital Advisory, LLC90$44.6K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC90$44.6K0.04%013F-HRTimeline
Binnacle Investments Inc88$43.6K0.03%13F-HRTimeline
2UniFi Bank75$43K0.03%+3113F-HRTimeline
CBIZ Investment Advisory Services, LLC82$40.6K<0.01%+2713F-HR/ATimeline
1248 Management, LLC82$40.6K0.02%new13F-HR/ATimeline
Clean Yield Group81$40.1K0.01%+2713F-HRTimeline
DT Investment Partners, LLC81$40.1K<0.01%013F-HRTimeline
MCF Advisors LLC81$40.1K<0.01%-2713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC81$40K0.03%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.80$40K<0.01%-9813F-HRTimelineGroup
Activest Wealth Management79$39.2K0.01%-5013F-HRTimeline
Prestige Wealth Management Group LLC75$37.1K0.01%013F-HR/ATimeline
Solstein Capital, LLC74$36.6K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC73$36.2K<0.01%+3013F-HRTimelineGroup
Compass Wealth Management LLC72$35.7K0.01%013F-HRTimeline
Financial Connections Group, Inc.72$35K0.02%013F-HRTimeline
Pflug Koory, LLC70$34.7K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…70$34.7K0.01%+1513F-HRTimeline
SIERRA OCEAN, LLC70$34.7K0.03%-613F-HRTimeline
Addison Advisors LLC66$32.7K0.01%-813F-HRTimeline
Main Street Group, LTD66$32.7K0.01%-313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department66$32.7K0.01%+1313F-HRTimelineGroup

Events

  • WADORS PATRICIA L acquired 1,078 ISRG shares on 2026-10-10, Form 4 filed 2026-10-13. 0001274559-26-000005

    Accepted , ingested

  • LOEB GARY acquired 1,316 ISRG shares on 2026-10-10, Form 4 filed 2026-10-13. 0001561733-26-000016

    Accepted , ingested