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Disclosery

ISRG INTUITIVE SURGICAL INC

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COM (common), issuer CIK 1035267

2,087 managers (2,136 13F filers) reported a position in ISRG shares at 2024-12-31, 304,137,596 shares in all. 136 filers opened a position and 77 filers sold out during the quarter.

Managers
2,087
13F filers
2,136
New
136
Added
824
Reduced
711
Sold out
77
Shares held by filers
304,137,596

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RICHARDS, MERRILL & PETERSON, INC.2,657$1.39M0.72%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,646$1.38M0.14%-79113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,635$1.38M0.13%+25413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,635$1.38M0.1%-2113F-HRTimeline
Douglass Winthrop Advisors, LLC2,613$1.36M0.03%+2413F-HRTimeline
Diligent Investors, LLC2,608$1.36M0.31%013F-HRTimeline
Joel Isaacson & Co., LLC2,594$1.35M0.06%013F-HRTimeline
Weaver Capital Management LLC2,578$1.35M0.38%+24913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,576$1.34M0.06%+1,28513F-HRTimeline
TB Alternative Assets Ltd.2,574$1.34M0.35%-14613F-HRTimeline
Marcum Wealth, LLC2,574$1.34M0.12%-11513F-HRTimeline
Graypoint LLC2,569$1.34M0.08%+7313F-HRTimeline
Scientech Research LLC2,554$1.33M0.38%-2,05313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,553$1.33M0.28%-513F-HRTimeline
SYNOVUS FINANCIAL CORP2,551$1.33M0.02%-2113F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP2,549$1.33M0.01%new13F-HRTimeline
Fielder Capital Group LLC2,546$1.33M0.41%-313F-HRTimeline
Bellecapital International Ltd.2,536$1.32M0.23%+33513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,285$1.32M0.13%+913F-HRTimeline
Geller Advisors LLC2,527$1.32M0.09%-113F-HRTimeline
Institute for Wealth Management, LLC.2,526$1.32M0.17%+2913F-HRTimeline
Bensler, LLC2,522$1.32M0.16%new13F-HRTimeline
WEALTH ALLIANCE, LLC2,514$1.31M0.16%-34313F-HRTimeline
CENTRAL TRUST Co2,512$1.31M0.03%+26913F-HRTimeline
STONE RUN CAPITAL, LLC2,500$1.3M0.51%013F-HRTimeline
Chicago Partners Investment Group LLC2,396$1.3M0.04%-6513F-HRTimeline
ZEGA Investments, LLC2,229$1.3M0.39%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,489$1.3M0.09%+54413F-HRTimelineGroup
Clarkston Capital Partners, LLC2,482$1.3M0.02%013F-HRTimeline
Atwater Malick LLC2,475$1.29M0.43%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,466$1.29M0.12%+4813F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding2,452$1.28M+74Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,443$1.28M0.1%+1113F-HRTimeline
Aaron Wealth Advisors LLC2,431$1.27M0.15%-613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,423$1.26M0.6%-48813F-HRTimeline
Belpointe Asset Management LLC2,567$1.26M0.08%-1213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,419$1.26M0.01%-11813F-HRTimelineGroup
United Advisor Group, LLC2,419$1.26M0.25%+313F-HRTimeline
Empirical Asset Management, LLC19,393$1.26M0.42%+3,45613F-HRTimeline
United Asset Strategies, Inc.2,408$1.26M0.12%+2713F-HRTimeline
PINNACLE ASSOCIATES LTD2,406$1.26M0.02%-14613F-HRTimeline
AMG National Trust Bank2,391$1.25M0.03%+15413F-HRTimeline
TCV Trust & Wealth Management, Inc.2,385$1.24M0.11%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,384$1.24M0.26%+10613F-HRTimeline
EagleClaw Capital Managment, LLC2,380$1.24M0.2%+18013F-HRTimeline
Sabal Trust CO2,373$1.24M0.07%+65113F-HRTimeline
Choate Investment Advisors2,370$1.24M0.03%+90513F-HRTimeline
FCG Investment Co2,362$1.23M0.75%+21213F-HRTimeline
NVWM, LLC2,351$1.23M0.31%-1913F-HRTimeline
FOSTER & MOTLEY INC2,351$1.23M0.08%+1,87013F-HRTimeline
USA FINANCIAL FORMULAS2,348$1.23M0.19%-2,11513F-HRTimeline
Compound Planning, Inc.2,337$1.22M0.06%+97413F-HRTimeline
Chesapeake Wealth Management2,325$1.21M0.42%+1313F-HRTimeline
Legacy Financial Advisors, Inc.2,325$1.21M0.2%+23713F-HRTimeline
AlphaQ Advisors LLC2,323$1.21M3.32%-7013F-HRTimeline
PARNASSUS INVESTMENTS, LLC2,318$1.21M<0.01%+18513F-HRTimeline
Manchester Capital Management LLC2,316$1.21M0.14%013F-HRTimeline
CoreCap Advisors, LLC2,314$1.21M0.05%-7,80413F-HRTimeline
PIAR LLC2,301$1.2M1.18%13F-HRTimeline
Harrington Investments, INC2,276$1.19M0.65%-2213F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,265$1.18M0.04%+37113F-HRTimeline
TRUST POINT INC.2,262$1.18M0.08%+16213F-HRTimeline
GUERRA PAN ADVISORS, LLC2,262$1.18M0.85%013F-HRTimeline
Csenge Advisory Group2,260$1.18M0.06%+15913F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…2,258$1.18M0.48%+25213F-HRTimelineGroup
Realta Investment Advisors2,200$1.18M0.48%+8113F-HRTimeline
Liberty Capital Management, Inc.2,254$1.18M0.26%+1413F-HRTimeline
111 Capital2,247$1.17M0.25%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,247$1.17M0.07%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,244$1.17M0.09%-54613F-HRTimeline
S&CO INC2,245$1.17M0.08%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,241$1.17M0.05%+1,35713F-HRTimeline
JFG Wealth Management, LLC2,226$1.16M0.27%new13F-HRTimeline
Baader Bank Aktiengesellschaft2,224$1.16M0.11%-20,61013F-HRTimeline
FourThought Financial Partners, LLC2,218$1.16M0.12%new13F-HRTimeline
ALTFEST L J & CO INC2,215$1.16M0.15%-1613F-HRTimeline
Park Place Capital Corp2,212$1.15M0.32%+27413F-HRTimeline
Legacy Wealth Management, LLC / MS2,210$1.15M0.46%013F-HRTimeline
Ellevest, Inc.2,208$1.15M0.07%+5313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,207$1.15M0.08%013F-HRTimeline
DRW Securities, LLC2,205$1.15M0.08%new13F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/2,200$1.15M1.35%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,200$1.15M0.18%013F-HRTimeline
Circle Wealth Management, LLC2,199$1.15M0.02%-48213F-HRTimeline
MATHER GROUP, LLC.2,195$1.15M0.01%+20213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,192$1.14M0.51%-513F-HRTimeline
AlphaQuest LLC2,182$1.14M0.15%+1,82913F-HRTimeline
Senator Investment Group LP2,174$1.13M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chapman Investment Management, LLC2,174$1.13M0.84%+11713F-HRTimeline
IFP Advisors, Inc2,174$1.13M0.04%+1313F-HRTimeline
Dana Investment Advisors, Inc.2,171$1.13M0.04%+10013F-HRTimeline
Schrum Private Wealth Management LLC2,169$1.13M0.96%-56913F-HRTimeline
WORMSER FRERES GESTION2,081$1.13M0.67%+16713F-HRTimeline
Tradition Wealth Management, LLC2,156$1.13M0.1%+85313F-HRTimeline
Advisory Alpha, LLC2,147$1.12M0.04%+43913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,139$1.12M0.44%+5113F-HRTimeline
SIMON QUICK ADVISORS, LLC2,132$1.11M0.07%+16013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,125$1.11M0.62%013F-HRTimelineGroup
Howard Capital Management Group, LLC2,125$1.11M0.08%013F-HRTimeline
New Age Alpha Advisors, LLC2,104$1.1M0.04%new13F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.2,101$1.1M0.16%-46213F-HR/ATimeline
Mendel Money Management2,100$1.1M0.49%013F-HRTimeline
JGP Wealth Management, LLC2,095$1.09M0.14%+4413F-HRTimeline
Clarius Group, LLC2,089$1.09M0.07%+22013F-HRTimeline
GC Wealth Management RIA, LLC2,089$1.09M0.19%-17013F-HRTimeline
Allegheny Financial Group2,087$1.09M0.28%013F-HRTimeline
Hemington Wealth Management2,087$1.09M0.27%-2413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,078$1.09M0.09%-1,088,54113F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,085$1.09M0.06%+68513F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC2,073$1.08M0.1%-1013F-HRTimeline
Petros Family Wealth, LLC2,071$1.08M1.17%13F-HRTimeline
IHT Wealth Management, LLC2,067$1.08M0.03%-36013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,061$1.08M0.02%013F-HRTimelineGroup
Perennial Investment Advisors, LLC2,059$1.07M0.13%-1013F-HRTimeline
Wealth Management Partners, LLC2,059$1.07M0.46%+8013F-HRTimeline
Caldwell Trust Co2,057$1.07M0.11%+813F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…2,055$1.07M0.01%-71513F-HRTimeline
Resurgent Financial Advisors LLC2,053$1.07M0.63%+51713F-HRTimeline
BEACON FINANCIAL PLANNING, INC2,044$1.07M0.62%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP2,038$1.06M0.19%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV2,037$1.06M0.72%13F-HRTimeline
Capital A Wealth Management, LLC2,003$1.05M1.74%13F-HRTimeline
Atlas Wealth Partners, LLC2,000$1.04M1.32%-10013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,000$1.04M0.03%+16413F-HRTimeline
NCP Inc.2,000$1.04M0.54%013F-HRTimeline
Codex Capital Asset Management L.L.C.2,000$1.04M0.46%013F-HRTimeline
Board of the Pension Protection Fund2,000$1.04M1.21%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,999$1.04M0.02%+3313F-HR/ATimelineGroup
Integrated Advisors Network LLC1,998$1.04M0.05%+24513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,996$1.04M0.09%+1,45913F-HRTimeline
Freedom Investment Management, Inc.1,988$1.04M0.09%-1713F-HRTimeline
SeaCrest Wealth Management, LLC1,982$1.03M0.11%+4213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,978$1.03M0.06%-7513F-HRTimeline
Ausdal Financial Partners, Inc.1,977$1.03M0.09%+5713F-HRTimeline
PGGM Investments1,961$1.02M0.01%+1,71513F-HRTimeline
Western Pacific Wealth Management, LP1,960$1.02M0.83%-27013F-HRTimeline
LaFleur & Godfrey LLC1,959$1.02M0.14%-12013F-HR/ATimeline
Bank of Marin1,958$1.02M0.81%013F-HRTimeline
Mutual Advisors, LLC1,749$1.02M0.03%-2713F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,956$1.02M0.07%new13F-HRTimelineGroup
FORBES J M & CO LLP1,953$1.02M0.1%+1,32613F-HRTimeline
Composition Wealth, LLC1,948$1.02M0.02%+14313F-HRTimeline
Teza Capital Management LLC1,940$1.01M0.15%new13F-HRTimeline
Prosperity Consulting Group, LLC1,939$1.01M0.08%+13213F-HRTimeline
CERTUITY, LLC1,932$1.01M0.11%+60213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,928$1.01M1.07%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,920$1M0.47%-5813F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.1,918$1M0.18%+1,43213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,916$1M0.19%+6413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,913$998K0.2%+75513F-HRTimeline
Arete Wealth Advisors, LLC1,908$996K0.07%+83813F-HRTimeline
Warm Springs Advisors Inc.1,898$991K0.92%13F-HRTimeline
PATRON PARTNERS, LLC1,890$987K0.53%+6713F-HRTimeline
1834 INVESTMENT ADVISORS CO1,877$980K0.12%013F-HRTimeline
Sage Mountain Advisors LLC1,869$976K0.07%+2513F-HRTimeline
Murphy & Mullick Capital Management Corp1,868$975K0.9%13F-HRTimeline
Heritage Wealth Advisors1,866$974K0.05%-7613F-HRTimeline
Avitas Wealth Management LLC1,866$974K0.13%-4313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,862$972K0.29%+26613F-HRTimeline
17 CAPITAL PARTNERS, LLC1,851$966K0.61%+3513F-HRTimeline
Truvestments Capital LLC1,847$964K0.25%+37213F-HRTimeline
Heartland Bank & Trust Co1,836$958K0.52%-32613F-HRTimeline
Trivium Point Advisory, LLC1,826$953K0.12%+16213F-HRTimeline
CX Institutional1,825$953K0.04%-4813F-HRTimeline
Lewis Asset Management, LLC1,825$953K0.73%013F-HRTimeline
Proficio Capital Partners LLC1,820$950K0.08%+75513F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,813$946K0.24%+15413F-HRTimelineGroup
Icon Wealth Advisors, LLC1,810$945K0.08%+513F-HRTimeline
GTS SECURITIES LLC1,806$943K0.05%+2113F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.1,804$942K0.04%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,784$940K0.09%+20313F-HRTimeline
Moran Wealth Management, LLC1,778$928K0.03%+2913F-HRTimeline
Financial Management Professionals, Inc.1,770$924K0.12%-4913F-HRTimeline
Private Portfolio Partners LLC1,770$924K0.17%+8213F-HRTimeline
NIA IMPACT ADVISORS, LLC1,766$922K0.3%013F-HRTimeline
Heritage Trust Co1,757$917K0.11%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,757$917K0.01%+113F-HRTimeline
Missouri Trust & Investment Co1,755$916K0.32%013F-HRTimeline
NORDEN GROUP LLC1,746$911K0.1%+14213F-HRTimeline
True North Advisors, LLC1,744$910K0.21%+51213F-HRTimeline
First Heartland Consultants, Inc.1,730$903K0.09%-4113F-HRTimeline
ELLERSON GROUP INC /ADV1,710$893K0.65%-6013F-HRTimeline
TFB Advisors LLC1,710$893K0.26%-813F-HRTimeline
MONETTA FINANCIAL SERVICES INC1,700$887K0.71%013F-HRTimeline
Avior Wealth Management, LLC1,700$887K0.03%-6913F-HRTimeline
All Terrain Financial Advisors, LLC1,699$887K0.35%013F-HRTimeline
Draper Asset Management, LLC1,641$884K0.56%+7613F-HRTimeline
Financial Enhancement Group LLC1,638$884K0.14%new13F-HRTimeline
Creekmur Asset Management LLC1,687$881K0.2%-16713F-HRTimeline
Kovack Advisors, Inc.1,686$880K0.09%+29813F-HRTimeline
Campbell & CO Investment Adviser LLC1,676$875K0.07%+10013F-HRTimeline
Financial Advocates Investment Manageme…1,666$870K0.05%-9413F-HRTimeline
Empower Advisory Group, LLC1,665$869K<0.01%-3213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,664$869K0.05%+1413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,660$866K0.01%+85013F-HRTimelineGroup
Wealthspire Advisors, LLC1,645$859K0.01%+36613F-HRTimeline
Venturi Wealth Management, LLC1,642$857K0.04%+29113F-HRTimeline
NorthCrest Asset Manangement, LLC1,641$857K0.03%-6013F-HR/ATimeline
RB Capital Management, LLC1,637$854K0.2%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,630$851K0.07%+9013F-HRTimeline

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