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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
Strengthening Families & Communities, L…613$320K0.18%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS610$318K0.01%-2013F-HRTimelineGroup
Smithfield Trust Co605$318K0.02%013F-HRTimeline
Allen Capital Group, LLC607$317K0.04%+4813F-HRTimeline
Relyea Zuckerberg Hanson LLC606$316K0.04%+5113F-HRTimeline
Beckerman Institutional, LLC604$315K0.25%013F-HRTimeline
Semus Wealth Partners LLC603$315K0.21%-18113F-HRTimeline
Sugarloaf Wealth Management, LLC602$314K0.06%+3413F-HRTimeline
GWN SECURITIES INC.538$314K0.08%13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd600$313K<0.01%+113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SOUTHERN CAPITAL ADVISORS, LLC600$313K0.17%013F-HRTimeline
V2 Financial group LLC600$313K0.19%013F-HRTimeline
Fullerton Fund Management Co Ltd.597$312K0.01%013F-HRTimeline
Rothschild Capital Partners, LLC596$311K0.08%new13F-HRTimeline
IFG Advisory, LLC595$311K0.02%new13F-HRTimeline
WEST PACES ADVISORS INC.595$311K0.08%013F-HRTimeline
SEEDS INVESTOR LLC594$310K0.09%-2113F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.593$310K0.13%+513F-HRTimeline
Oslo Pensjonsforsikring AS592$309K0.04%+23713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC591$308K0.01%+2413F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…591$308K0.03%013F-HRTimeline
FSM Wealth Advisors, LLC526$307K0.08%+1913F-HRTimeline
Drake & Associates, LLC526$307K0.09%new13F-HRTimeline
Burton Enright Welch587$306K0.06%013F-HRTimeline
Lansing Street Advisors586$306K0.11%+10313F-HRTimeline
Hemenway Trust Co LLC584$305K0.02%-5513F-HRTimeline
Veracity Capital LLC584$305K0.11%-1413F-HRTimeline
Soltis Investment Advisors LLC582$304K0.03%+6313F-HRTimeline
SFE Investment Counsel582$304K0.06%-77213F-HRTimeline
Covestor Ltd581$303K0.19%-713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…580$303K0.07%013F-HRTimeline
Second Line Capital, LLC578$302K0.08%+1913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC576$301K<0.01%+413F-HRTimeline
Gryphon Financial Partners LLC574$300K0.04%-67613F-HRTimeline
Jacobsen Capital Management573$299K0.13%013F-HRTimeline
Hendershot Investments Inc.571$298K0.04%-9413F-HRTimeline
FDx Advisors, Inc.569$297K0.09%-1013F-HRTimeline
New Republic Capital, LLC568$296K0.19%+14713F-HRTimeline
Occidental Asset Management, LLC567$296K0.05%new13F-HRTimeline
Holistic Financial Partners559$292K0.14%+113F-HRTimeline
Rice Partnership, LLC559$292K0.06%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.556$290K0.08%new13F-HRTimeline
Topsail Wealth Management, LLC556$290K0.06%13F-HRTimeline
Concorde Asset Management, LLC554$289K0.15%+9713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC554$289K0.06%013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC554$289K0.06%+713F-HRTimeline
Commonwealth Financial Services, LLC551$288K0.06%+2613F-HRTimeline
Cornerstone Wealth Management, LLC550$287K0.02%+2513F-HRTimeline
EWA, LLC549$287K0.11%+813F-HRTimeline
Pinnacle Bancorp, Inc.544$284K0.09%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …543$283K0.01%new13F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC543$283K0.06%+4013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…543$283K0.28%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA485$283K0.01%new13F-HRTimeline
DMC Group, LLC542$283K0.23%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC541$282K0.06%-413F-HRTimeline
Somerset Group LLC540$282K0.26%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…538$281K0.08%-913F-HRTimeline
Green Alpha Advisors, LLC536$280K0.22%-31913F-HRTimeline
Asset Dedication, LLC534$279K0.02%+25913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC533$278K0.01%-6,59013F-HRTimeline
EPG Wealth Management LLC533$278K0.07%+1213F-HRTimeline
Alliance Wealth Advisors, LLC /UT533$278K0.07%new13F-HRTimeline
Hoxton Planning & Management, LLC532$278K0.11%+613F-HRTimeline
GG Group Ventures, LLC531$277K0.37%new13F-HRTimeline
Aveo Capital Partners, LLC529$276K0.03%new13F-HRTimeline
Abel Hall, LLC523$273K0.17%+1413F-HRTimeline
Abound Wealth Management522$272K0.09%+113F-HRTimeline
West Branch Capital LLC521$272K0.09%013F-HRTimeline
Mengis Capital Management, Inc.521$272K0.06%013F-HRTimeline
Hutchens & Kramer Investment Management…520$271K0.15%-2613F-HRTimeline
KEYVANTAGE WEALTH, LLC520$271K0.19%13F-HRTimeline
Linscomb Wealth, Inc.517$270K0.01%new13F-HRTimeline
CenterBook Partners LP517$270K0.02%-3,19613F-HRTimeline
Whipplewood Advisors, LLC516$269K0.15%13F-HRTimeline
Family Firm, Inc.513$268K0.06%-813F-HRTimeline
Goldstone Financial Group, LLC513$268K0.04%+3413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC513$268K0.05%-9213F-HRTimeline
WORLD EQUITY GROUP, INC.512$267K0.06%+9513F-HRTimeline
Opal Wealth Advisors, LLC512$267K0.08%+2513F-HRTimeline
Triasima Portfolio Management inc.510$266K0.05%new13F-HRTimeline
J.Safra Asset Management Corp503$265K0.02%+30313F-HRTimeline
Buffington Mohr McNeal507$265K0.04%+3113F-HRTimeline
Quadrant Private Wealth Management, LLC504$263K0.06%+1113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…504$263K0.1%013F-HRTimeline
Benchmark Investment Advisors LLC503$263K0.17%-213F-HRTimeline
Dodge & Cox500$261K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co500$261K0.09%013F-HRTimeline
Harbor Advisors LLC500$261K0.04%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT500$261K0.05%013F-HRTimeline
Gemmer Asset Management LLC499$260K0.03%013F-HRTimeline
Alteri Wealth LLC499$260K0.07%13F-HRTimeline
Rakuten Securities, Inc.498$260K0.1%+32313F-HRTimeline
SevenBridge Financial Group, LLC438$259K0.05%new13F-HRTimeline
Mayflower Financial Advisors, LLC496$259K0.04%-33013F-HRTimeline
Cascade Financial Partners, LLC496$259K0.03%+113F-HRTimeline
S.A. Mason LLC495$258K0.14%+2013F-HRTimeline
Financial Advisory Corp495$258K0.05%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV494$258K0.02%-19613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC492$257K0.02%013F-HRTimeline
Werba Rubin Papier Wealth Management492$257K0.06%-4913F-HRTimeline
Stonebrook Private Inc.492$257K0.07%+3513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…490$256K0.01%-2013F-HRTimeline
HBW ADVISORY SERVICES LLC488$255K0.03%+913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC488$255K0.13%13F-HRTimeline
Montecito Bank & Trust487$254K0.04%-12513F-HRTimeline
Canvas Wealth Advisors, LLC487$254K0.06%-7513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.486$254K0.5%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC484$253K0.02%+2613F-HR/ATimeline
Calydon Capital484$253K0.05%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC481$251K0.02%+713F-HRTimeline
R Squared Ltd481$251K0.24%13F-HRTimeline
AXQ CAPITAL, LP481$251K0.11%-2,46013F-HRTimeline
Valley Brook Capital Group, Inc.480$251K0.19%013F-HRTimeline
Longboard Asset Management, LP480$251K0.66%13F-HRTimeline
Sovran Advisors, LLC464$250K0.04%13F-HRTimeline
Cornerstone Select Advisors, LLC479$250K0.24%13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC478$249K0.09%-2813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC478$249K0.1%-8313F-HRTimeline
Versor Investments LP475$248K0.04%new13F-HRTimeline
Southland Equity Partners LLC474$247K0.06%+1013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…472$246K0.05%+3013F-HRTimelineGroup
Meadow Creek Wealth Advisors LLC472$246K0.18%-1513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC467$244K0.02%-5213F-HRTimeline
Warren Street Wealth Advisors, LLC467$244K0.1%+1013F-HRTimeline
Triad Wealth Partners, LLC467$244K0.09%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.465$243K0.1%+5013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC465$243K0.09%013F-HRTimeline
Auxano Advisors, LLC464$242K0.06%+4113F-HRTimeline
Heirloom Wealth Management464$242K0.07%013F-HRTimeline
SGL Investment Advisors, Inc.410$242K0.12%new13F-HRTimeline
SELDON CAPITAL LP462$241K0.1%013F-HRTimeline
OPTIMIZE FINANCIAL INC.462$241K0.18%13F-HRTimeline
Welch Group, LLC457$241K0.01%+513F-HRTimeline
Nicholas Hoffman & Company, LLC.461$241K0.01%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
HALL CAPITAL MANAGEMENT CO INC460$240K0.11%13F-HRTimeline
Cache Advisors, LLC460$240K0.1%13F-HR/ATimeline
MIDLAND WEALTH ADVISORS, LLC459$240K0.01%-3513F-HRTimeline
Trust Investment Advisors458$239K0.15%-2913F-HRTimeline
Center for Financial Planning, Inc.458$239K0.03%+20013F-HRTimeline
Centric Wealth Management456$238K0.06%013F-HRTimeline
AlphaCore Capital LLC451$235K0.05%+1813F-HRTimeline
Breakwater Investment Management451$235K0.1%013F-HR/ATimeline
ASHFORD CAPITAL MANAGEMENT INC450$235K0.03%013F-HRTimeline
WEIK CAPITAL MANAGEMENT450$235K0.1%013F-HRTimeline
Wills Financial Group, Inc.450$235K0.1%013F-HRTimeline
Sunpointe, LLC450$235K0.12%+713F-HRTimeline
Charter Oak Capital Management, LLC449$234K0.02%+1313F-HRTimeline
BENNETT SELBY INVESTMENTS LP449$234K0.09%+1713F-HRTimeline
PROMETHIUM ADVISORS,LLC448$234K0.16%-1213F-HRTimeline
Davis Investment Partners, LLC427$234K0.1%-2913F-HRTimeline
Index Fund Advisors, Inc.447$233K0.01%013F-HRTimeline
White Lighthouse Investment Management …447$233K0.04%013F-HRTimeline
Prossimo Advisors, LLC447$233K0.17%-4213F-HRTimeline
Symphony Financial, Ltd. Co.386$233K0.04%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC444$232K0.02%+113F-HRTimeline
Savvy Advisors, Inc.444$232K0.03%-56013F-HRTimeline
Hanson & Doremus Investment Management440$230K0.04%new13F-HRTimeline
TOBAM438$229K0.07%-22413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Courage Miller Partners, LLC438$229K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…437$228K0.02%-3013F-HRTimeline
Outlook Wealth Advisors, LLC437$228K0.07%+2913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC436$228K0.04%-7913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC436$228K0.04%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC436$228K0.09%-713F-HRTimeline
Hilltop National Bank436$228K0.07%-2513F-HRTimeline
SMITH, MOORE & CO.435$227K0.02%-1513F-HRTimeline
Peninsula Wealth, LLC435$227K0.04%new13F-HRTimeline
Berkeley Capital Partners, LLC435$227K0.06%+1313F-HRTimeline
Five Oceans Advisors434$227K0.1%+413F-HRTimeline
Avantra Family Wealth, Inc.433$226K0.21%13F-HRTimeline
Mason & Associates Inc432$225K0.05%-4613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC430$224K0.04%013F-HRTimeline
Plancorp, LLC430$224K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…430$224K0.03%-2413F-HRTimeline
MOTIVE WEALTH ADVISORS430$224K0.12%new13F-HRTimeline
Convergence Investment Partners, LLC428$223K0.05%-613F-HRTimeline
Financial Partners Group, Inc428$223K0.03%-1813F-HRTimeline
Lifeworks Advisors, LLC426$222K0.04%new13F-HRTimeline
MANCHESTER FINANCIAL INC425$222K0.05%013F-HRTimeline
Fort Point Capital Partners LLC425$222K0.02%-413F-HRTimeline
Darwin Wealth Management, LLC424$221K0.07%-4613F-HR/ATimeline
TruWealth Advisors, LLC424$221K0.01%-213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.424$221K0.22%-613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments424$221K0.01%-19913F-HRTimelineGroup
Spectrum Wealth Counsel, LLC423$221K0.03%-3713F-HRTimeline
Matisse Capital423$221K0.11%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC423$221K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.423$221K0.03%new13F-HRTimeline
Arvest Bank Trust Division422$220K0.01%-10813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…421$220K0.22%new13F-HRTimeline
Riverview Trust Co421$220K0.2%013F-HRTimeline
Obermeyer Wealth Partners420$219K0.01%+813F-HRTimeline
Crown Wealth Group, LLC420$219K0.09%+1013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.419$219K0.03%013F-HRTimeline
Montz Harcus Wealth Management LLC419$219K0.12%-213F-HRTimeline
Focused Wealth Management, Inc418$218K0.03%new13F-HRTimeline
JB Capital LLC417$218K0.01%-1613F-HRTimeline
RESTON WEALTH MANAGEMENT LLC417$218K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC417$218K0.02%new13F-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