# INTUITIVE SURGICAL INC (ISRG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ISRG/

- Reporting holders: 88
- Reported value: $209.1M
- Held through calls: 0.0%
- Held through puts: 0.4%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $41.8M | 102,898 | 0.6% | 26 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $20.4M | 50,280 | 0.3% | 4 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $16.9M | 41,642 | 1.1% | 24 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $13.7M | 33,613 | 3.3% | 2 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $13.5M | 33,101 | 0.1% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.1M | 22,837 | 0.1% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $9.6M | 23,672 | 0.6% | 32 |
| [Defender Capital, LLC.](https://holderbook.com/funds/1766929-defender-capital-llc/) | $6.8M | 16,640 | 2.1% | 4 |
| [Eastover Investment Advisors LLC](https://holderbook.com/funds/1472800-eastover-investment-advisors-llc/) | $6.2M | 15,287 | 2.4% | 21 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $6.2M | 15,244 | 0.9% | 30 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $5.7M | 13,897 | 0.4% | 30 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $5.1M | 12,423 | 0.5% | 32 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.4M | 8,458 | 0.4% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.4M | 8,163 | 0.1% | 17 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.4M | 8,334 | 0.1% | 12 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.7M | 6,601 | 1.0% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.6M | 6,394 | 0.1% | 21 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.4M | 5,924 | 0.2% | 26 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $2.0M | 4,954 | 0.1% | 6 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.0M | 4,906 | 0.2% | 11 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $2.0M | 4,857 | 0.4% | 24 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $1.8M | 4,486 | 1.0% | 8 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $1.6M | 3,862 | 0.1% | 16 |
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $1.5M | 3,689 | 0.8% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.3M | 3,298 | 0.1% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 88 | $209.1M |
| Q2 2026 | 2,259 | $135.5B |
| Q1 2026 | 2,312 | $143.2B |
| Q4 2025 | 2,422 | $181.3B |
| Q3 2025 | 2,116 | $135.6B |
| Q2 2025 | 2,279 | $172.2B |
| Q1 2025 | 2,199 | $153.6B |
| Q4 2024 | 2,148 | $162.3B |
| Q3 2024 | 1,967 | $155.3B |
| Q2 2024 | 1,841 | $141.9B |
| Q1 2024 | 1,755 | $128.9B |
| Q4 2023 | 1,688 | $106.7B |