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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
Farther Finance Advisors, LLC3,216$1.6M0.04%-7313F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC3,223$1.6M0.21%+2,77313F-HRTimeline
GTS SECURITIES LLC3,206$1.59M0.07%+1,40013F-HRTimeline
SageView Advisory Group, LLC3,193$1.58M0.07%-30313F-HRTimeline
Fire Capital Management LLC3,184$1.58M1.16%+1413F-HRTimeline
Redmond Asset Management, LLC3,158$1.56M0.4%-1,48013F-HRTimeline
EQUITABLE TRUST CO3,154$1.56M0.09%+23413F-HRTimeline
Bensler, LLC3,105$1.54M0.19%+58313F-HRTimeline
Quadcap Wealth Management, LLC3,098$1.53M0.22%-11113F-HRTimeline
STOCK YARDS BANK & TRUST CO3,087$1.53M0.05%+31713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,062$1.52M0.11%+57313F-HRTimelineGroup
Gilbert & Cook, Inc.3,059$1.52M0.22%+213F-HRTimeline
ZEGA Investments, LLC3,031$1.5M0.44%+80213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,028$1.5M0.04%+23513F-HRTimeline
Western Financial Corp/CA3,027$1.5M0.87%+22613F-HRTimeline
Brooklyn Investment Group3,022$1.5M0.32%+10913F-HRTimeline
Empower Advisory Group, LLC3,016$1.49M<0.01%+1,35113F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,013$1.49M1.03%+2,95613F-HRTimeline
MARTIN CURRIE LTD3,003$1.49M0.06%-22513F-HRTimeline
K.J. Harrison & Partners Inc3,000$1.49M0.29%013F-HRTimeline
Arax Advisory Partners2,978$1.47M0.09%-23013F-HRTimeline
Checchi Capital Advisers, LLC2,976$1.47M0.1%+3813F-HRTimeline
Penobscot Investment Management Company…2,969$1.47M0.14%-9913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,963$1.47M0.15%+31713F-HRTimeline
GoalVest Advisory LLC2,963$1.47M0.4%+2,84013F-HRTimeline
Root Financial Partners, LLC2,957$1.46M0.16%-67313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC2,955$1.46M0.08%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,938$1.45M0.03%+21713F-HRTimelineGroup
Crystal Rock Capital Management2,925$1.45M0.99%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC2,896$1.43M0.12%+3213F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC2,891$1.43M0.14%-1013F-HR/ATimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co2,888$1.43M0.27%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,887$1.43M0.04%+88713F-HRTimeline
Sabal Trust CO2,887$1.43M0.08%+51413F-HRTimeline
IPG Investment Advisors LLC2,880$1.43M0.32%+10913F-HRTimeline
Reynders McVeigh Capital Management, LLC2,868$1.42M0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.2,838$1.41M0.11%+86113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,827$1.4M0.73%+17013F-HRTimeline
Premier Path Wealth Partners, LLC2,824$1.4M0.22%+3913F-HRTimeline
Midwest Professional Planners, LTD.2,823$1.4M0.44%-21013F-HRTimeline
Columbia Bank2,822$1.4M0.48%-6513F-HRTimeline
111 Capital2,818$1.4M0.27%+57113F-HRTimeline
FCG Investment Co2,811$1.39M0.87%+44913F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,800$1.39M0.34%new13F-HRTimeline
MATHER GROUP, LLC.2,771$1.37M0.02%+57613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,769$1.37M0.02%-7013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding2,768$1.37M-94Timeline
DUNCKER STREETT & CO INC2,765$1.37M0.27%new13F-HRTimeline
HARBERT FUND ADVISORS, LLC2,750$1.36M1.58%-12513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,728$1.35M0.25%-13013F-HRTimelineGroup
Ironwood Investment Counsel, LLC2,724$1.35M0.23%+1013F-HRTimeline
CONNING INC.in group CONNING INC.2,698$1.34M0.05%-93113F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC2,696$1.34M0.1%+6113F-HRTimeline
CENTRAL TRUST Co2,691$1.33M0.03%+17913F-HRTimeline
COUNTRY CLUB BANK2,706$1.33M0.09%-713F-HRTimeline
Douglass Winthrop Advisors, LLC2,681$1.33M0.03%+6813F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,669$1.32M0.23%013F-HRTimeline
GraniteShares Advisors LLC2,643$1.31M0.83%-17813F-HRTimeline
Weaver Capital Management LLC2,628$1.3M0.35%+5013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,626$1.3M0.05%+38513F-HRTimeline
Diligent Investors, LLC2,608$1.29M0.31%013F-HRTimeline
Joel Isaacson & Co., LLC2,594$1.28M0.06%013F-HRTimeline
Marcum Wealth, LLC2,582$1.28M0.11%+813F-HRTimeline
Chicago Partners Investment Group LLC2,376$1.27M0.04%-2013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,572$1.27M0.27%+18813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,569$1.27M0.06%-713F-HRTimeline
Fielder Capital Group LLC2,560$1.27M0.37%+1413F-HRTimeline
Bellecapital International Ltd.2,555$1.27M0.25%+1913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,553$1.26M0.27%013F-HRTimeline
CHURCHILL MANAGEMENT Corp2,529$1.25M0.02%-26513F-HRTimeline
Chapman Investment Management, LLC2,512$1.24M0.93%+33813F-HRTimeline
Aaron Wealth Advisors LLC2,509$1.24M0.14%+7813F-HRTimeline
Capital Investment Advisors, LLC2,508$1.24M0.02%+1,60913F-HRTimeline
Institute for Wealth Management, LLC.2,502$1.24M0.16%-2413F-HRTimeline
PIAR LLC2,501$1.24M1.37%+20013F-HRTimeline
WEXFORD CAPITAL LP2,500$1.24M0.32%new13F-HRTimeline
STONE RUN CAPITAL, LLC2,500$1.24M0.52%013F-HRTimeline
Stonegate Investment Group, LLC2,500$1.24M0.03%-21213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,482$1.23M0.01%+6313F-HRTimelineGroup
Clarkston Capital Partners, LLC2,482$1.23M0.02%013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding2,477$1.23M+219Timeline
Atwater Malick LLC2,475$1.23M0.41%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,380$1.22M0.13%+9513F-HRTimeline
Balance Wealth Partners LLC2,469$1.22M0.79%13F-HRTimeline
S-Bank Fund Management Ltd2,468$1.22M0.23%13F-HRTimeline
SIMON QUICK ADVISORS, LLC2,466$1.22M0.07%+33413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,433$1.2M0.09%-60013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,428$1.2M0.1%-1513F-HRTimeline
Belpointe Asset Management LLC2,424$1.2M0.06%-14313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,424$1.2M0.35%+56213F-HRTimeline
IHT Wealth Management, LLC2,422$1.2M0.04%+35513F-HRTimeline
Perennial Investment Advisors, LLC2,421$1.2M0.14%+36213F-HRTimeline
PINNACLE ASSOCIATES LTD2,421$1.2M0.02%+1513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC2,421$1.2M0.88%new13F-HRTimeline
United Advisor Group, LLC2,421$1.2M0.25%+213F-HRTimeline
United Asset Strategies, Inc.2,405$1.19M0.11%-313F-HRTimeline
Dalton Investments, Inc.2,400$1.19M0.64%+1,50013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,311$1.19M0.1%+23813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,379$1.18M0.1%+30113F-HRTimeline
Park Edge Advisors, LLC2,348$1.16M0.32%+1,23213F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP2,339$1.16M0.01%-21013F-HRTimeline
Baader Bank Aktiengesellschaft2,337$1.16M0.12%+11313F-HRTimeline
Manchester Capital Management LLC2,323$1.15M0.14%+713F-HRTimeline
WEALTH ALLIANCE, LLC2,323$1.15M0.14%-19113F-HRTimeline
GeoWealth Management, LLC2,311$1.14M0.05%-93413F-HRTimeline
EagleClaw Capital Managment, LLC2,310$1.14M0.18%-7013F-HRTimeline
PARNASSUS INVESTMENTS, LLC2,309$1.14M<0.01%-913F-HRTimeline
AMG National Trust Bank2,304$1.14M0.03%-8713F-HRTimeline
Heritage Trust Co2,303$1.14M0.14%+54613F-HRTimeline
Graypoint LLC2,302$1.14M0.07%-26713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,293$1.14M0.52%+10113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding2,292$1.14M-160Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,292$1.14M0.19%+37913F-HRTimeline
JFG Wealth Management, LLC2,289$1.13M0.26%+6313F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,278$1.13M0.03%+1313F-HRTimeline
Caldwell Trust Co2,270$1.12M0.12%+21313F-HRTimeline
Realta Investment Advisors2,269$1.12M0.51%+6913F-HRTimeline
Choate Investment Advisors2,268$1.12M0.03%-10213F-HRTimeline
Legacy Financial Advisors, Inc.2,264$1.12M0.19%-6113F-HRTimeline
SYM FINANCIAL Corp2,261$1.12M0.14%new13F-HRTimeline
Liberty Capital Management, Inc.2,254$1.12M0.25%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,247$1.11M0.07%013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.2,245$1.11M0.1%-14013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,236$1.11M0.87%-2613F-HRTimeline
AlphaQ Advisors LLC2,233$1.11M2.65%-9013F-HRTimeline
Resurgent Financial Advisors LLC2,230$1.1M0.66%+17713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,226$1.1M0.08%+1913F-HRTimeline
Harrington Investments, INC2,225$1.1M0.63%-5113F-HRTimeline
CERTUITY, LLC2,222$1.1M0.12%+29013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,221$1.1M0.1%-2313F-HR/ATimeline
Kingsman Wealth Management, Inc.2,221$1.1M0.8%13F-HRTimeline
Chesapeake Wealth Management2,211$1.1M0.39%-11413F-HRTimeline
Legacy Wealth Management, LLC / MS2,210$1.09M0.36%013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/2,200$1.09M2.13%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,200$1.09M0.2%013F-HRTimeline
Truvestments Capital LLC2,200$1.09M0.24%+35313F-HRTimeline
Circle Wealth Management, LLC2,199$1.09M0.03%013F-HRTimeline
Arete Wealth Advisors, LLC2,191$1.09M0.08%+28313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,184$1.08M0.16%+8313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,180$1.08M0.1%-28613F-HRTimelineGroup
Dana Investment Advisors, Inc.2,171$1.08M0.04%013F-HRTimeline
NVWM, LLC2,171$1.08M0.29%-18013F-HRTimeline
Tradition Wealth Management, LLC2,169$1.07M0.09%+1313F-HRTimeline
Petros Family Wealth, LLC2,159$1.07M1.18%+8813F-HRTimeline
Sendero Wealth Management, LLC2,135$1.06M0.15%-1,21013F-HRTimeline
Revolve Wealth Partners, LLC2,134$1.06M0.15%+99013F-HRTimeline
WORMSER FRERES GESTION2,136$1.05M0.64%+5513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,125$1.05M0.61%013F-HRTimelineGroup
Howard Capital Management Group, LLC2,125$1.05M0.08%013F-HRTimeline
Hemington Wealth Management2,122$1.05M0.16%+3513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,113$1.05M0.41%-2613F-HRTimeline
Mendel Money Management2,112$1.05M0.5%+1213F-HRTimeline
PATRON PARTNERS, LLC2,108$1.04M0.56%+21813F-HRTimeline
Advisory Alpha, LLC2,106$1.04M0.04%-4113F-HR/ATimeline
Atlatl Advisers LLC2,106$1.04M0.68%+75913F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,093$1.04M0.48%+46413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hartford Financial Management Inc.2,091$1.04M0.21%+2,08513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,097$1.03M0.1%+31313F-HR/ATimeline
Robertson Stephens Wealth Management, L…2,073$1.03M0.04%+1,20913F-HRTimeline
Schrum Private Wealth Management LLC2,069$1.02M0.9%-10013F-HRTimeline
Heartland Bank & Trust Co2,068$1.02M0.53%+23213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,061$1.02M0.02%013F-HRTimelineGroup
Prosperity Consulting Group, LLC2,050$1.02M0.08%+11113F-HRTimeline
BEACON FINANCIAL PLANNING, INC2,044$1.01M0.58%013F-HRTimeline
Wealth Management Partners, LLC2,040$1.01M0.47%-1913F-HRTimeline
Lifeworks Advisors, LLC2,037$1.01M0.17%+1,61113F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC2,036$1.01M0.81%new13F-HRTimeline
Clarius Group, LLC2,034$1.01M0.06%-5513F-HRTimeline
Allegheny Financial Group2,027$1M0.26%-6013F-HRTimeline
Draper Asset Management, LLC2,027$1M0.79%+38613F-HRTimeline
Warm Springs Advisors Inc.2,027$1M1.01%+12913F-HRTimeline
Pure Financial Advisors, LLC2,024$1M0.02%+51913F-HRTimeline
SeaCrest Wealth Management, LLC2,019$1000K0.11%+3713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,006$994K0.02%+713F-HRTimelineGroup
Atlas Wealth Partners, LLC2,000$991K1.22%013F-HRTimeline
NCP Inc.2,000$991K1.34%013F-HRTimeline
Codex Capital Asset Management L.L.C.2,000$991K0.47%013F-HRTimeline
Capital A Wealth Management, LLC2,000$991K1.04%-313F-HRTimeline
GC Wealth Management RIA, LLC1,989$985K0.18%-10013F-HRTimeline
Composition Wealth, LLC1,983$982K0.02%+3513F-HRTimeline
Souders Financial Advisors1,980$981K0.14%-74413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,970$976K0.18%+5413F-HRTimeline
Western Pacific Wealth Management, LP1,960$971K0.88%013F-HRTimeline
Bank of Marin1,956$969K1.23%-213F-HRTimeline
Catalina Capital Group, LLC1,955$968K0.65%-75913F-HRTimeline
Advisory Resource Group1,947$964K0.2%new13F-HRTimeline
Sage Mountain Advisors LLC1,942$962K0.07%+7313F-HRTimeline
LaFleur & Godfrey LLC1,939$960K0.13%-2013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,930$956K0.02%+27013F-HRTimelineGroup
BINGHAM PRIVATE WEALTH, LLC1,929$955K0.99%+113F-HRTimeline
Symphony Financial, Ltd. Co.2,030$952K0.56%+1,64413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,921$951K0.07%+42913F-HRTimeline
JGP Wealth Management, LLC1,920$951K0.13%-17513F-HRTimeline
WJ Wealth Management, LLC1,912$947K0.33%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC1,891$937K0.6%+4013F-HRTimeline
Florida Trust Wealth Management Co1,880$931K0.03%+95013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,876$929K0.44%-4413F-HRTimelineGroup
CoreCap Advisors, LLC1,875$929K0.04%-43913F-HRTimeline
CX Institutional1,873$928K0.04%+4813F-HRTimeline
Proficio Capital Partners LLC1,872$927K0.07%+5213F-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