INTUITIVE SURGICAL INC (ISRG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
88
Reporting holders
$209.1M
Reported value
0.0%
Calls
0.4%
Puts
-2,171
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $41.8M | 102,898 | 0.56% | 26q | +112.6%+$22.2M |
| Gradient Investments LLC | $20.4M | 50,280 | 0.29% | 4q | +5.5%+$1.1M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $16.9M | 41,642 | 1.12% | 24q | +6.4%+$1.0M |
| S.E.E.D. Planning Group LLC | $13.7M | 33,613 | 3.35% | 2q | +17.1%+$2.0M |
| CONGRESS ASSET MANAGEMENT CO | $13.5M | 33,101 | 0.09% | 16q | -89.0%-$108.9M |
| Farther Finance Advisors, LLC | $10.1M | 22,837 | 0.07% | 16q | +42.5%+$3.0M |
| YHB Investment Advisors, Inc. | $9.6M | 23,672 | 0.61% | 32q | +2.2%+$207.4K |
| Defender Capital, LLC. | $6.8M | 16,640 | 2.12% | 4q | +75.7%+$2.9M |
| Eastover Investment Advisors LLC | $6.2M | 15,287 | 2.42% | 21q | +1.2%+$76.4K |
| CENTRAL BANK & TRUST CO | $6.2M | 15,244 | 0.88% | 30q | +5.5%+$323.7K |
| TOMPKINS FINANCIAL CORP | $5.7M | 13,897 | 0.40% | 30q | -5.1%-$305.4K |
| Bath Savings Trust Co | $5.1M | 12,423 | 0.52% | 32q | HELD |
| Wealth Enhancement Trust Services, Inc. | $3.4M | 8,458 | 0.37% | 4q | -56.4%-$4.4M |
| Wedmont Private Capital | $3.4M | 8,163 | 0.08% | 17q | +51.8%+$1.2M |
| GAMMA Investing LLC | $3.4M | 8,334 | 0.11% | 12q | +19.8%+$560.3K |
| Bell Asset Management Ltd | $2.7M | 6,601 | 0.97% | new | NEW |
| Venture Visionary Partners LLC | $2.6M | 6,394 | 0.07% | 21q | +1.3%+$32.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.4M | 5,924 | 0.20% | 26q | +40.8%+$697.8K |
| VALLEY WEALTH MANAGERS, INC. | $2.0M | 4,954 | 0.11% | 6q | +2.4%+$46.8K |
| Central Pacific Bank - Trust Division | $2.0M | 4,906 | 0.21% | 11q | -2.4%-$49.6K |
| Legacy Wealth Asset Management, LLC | $2.0M | 4,857 | 0.43% | 24q | +62.9%+$762.8K |
| Gallagher Capital Advisors, LLC | $1.8M | 4,486 | 0.98% | 8q | HELD |
| Quintet Private Bank (Europe) S.A. | $1.6M | 3,862 | 0.07% | 16q | -88.6%-$12.2M |
| Strong Retirement Solutions LLC | $1.5M | 3,689 | 0.84% | 4q | +16.3%+$209.8K |
| Everhart Financial Group, Inc. | $1.3M | 3,298 | 0.08% | 18q | -7.9%-$115.5K |
| Apella Capital, LLC | $1.3M | 3,230 | 0.02% | 3q | +162.8%+$829.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.2M | 2,935 | 0.10% | 20q | +267.3%+$868.6K |
| Valeo Financial Advisors, LLC | $1.1M | 2,499 | 0.02% | 17q | -2.9%-$31.7K |
| DOLIVER ADVISORS, LP | $1.0M | 2,543 | 0.23% | 32q | -5.8%-$63.4K |
| SAPIENT CAPITAL LLC | $991.0K | 2,437 | 0.01% | 12q | -54.0%-$1.2M |
| Vann Equity Management LLC | $879.0K | 2,162 | 0.52% | 3q | -0.6%-$5.3K |
| Avidian Wealth Enterprises, LLC | $774.2K | 1,904 | 0.02% | 10q | +28.5%+$171.6K |
| DECISION INVESTMENTS, INC | $768.5K | 1,890 | 0.70% | 4q | +2.9%+$22.0K |
| Grove Bank & Trust | $699.8K | 1,721 | 0.07% | 25q | -14.7%-$120.8K |
| RIVERSEDGE ADVISORS, LLC | $672.6K | 1,654 | 0.08% | 14q | +74.5%+$287.1K |
| PARK NATIONAL CORP /OH/ | $655.5K | 1,612 | 0.02% | 32q | -0.6%-$3.7K |
| First Heartland Consultants, Inc. | $620.5K | 1,526 | 0.04% | 26q | +1.4%+$8.5K |
| Paladin Partners, LLC | $578.2K | 1,422 | 0.36% | 2q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $535.5K | 1,317 | 0.10% | 24q | -0.8%-$4.5K |
| Whalen Wealth Management Inc. | $530.4K | 1,304 | 0.23% | new | NEW |
| CoreCap Advisors, LLC | $528.5K | 1,299 | 0.02% | 13q | +2.8%+$14.2K |
| Versant Capital Management, Inc | $500.2K | 1,230 | 0.04% | 32q | +66.2%+$199.2K |
| Canandaigua National Trust Co of Florida | $497.7K | 1,224 | 0.28% | new | NEW |
| Private Capital Advisors, Inc. | $495.3K | 1,218 | 0.04% | new | NEW |
| EASTERN BANK | $494.1K | 1,215 | 0.01% | 13q | -66.1%-$963.7K |
| Veery Capital, LLC | $465.6K | 1,145 | 0.12% | 24q | HELD |
| Cooper Financial Group | $464.8K | 1,143 | 0.04% | 11q | -11.1%-$58.1K |
| Acropolis Investment Management, LLC | $451.8K | 1,111 | 0.02% | 32q | -56.8%-$594.9K |
| Sound Income Strategies, LLC | $439.1K | 1,057 | 0.02% | new | NEW |
| Elm3 Financial Group, LLC | $431.0K | 1,060 | 0.29% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $427.8K | 1,052 | 0.01% | 16q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $424.9K | 1,084 | 0.06% | 16q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $413.1K | 1,016 | 0.30% | 4q | -16.1%-$79.3K |
| MassMutual Private Wealth & Trust, FSB | $392.8K | 966 | 0.01% | 32q | +10.8%+$38.2K |
| Ledgewood Wealth Advisors, LLC | $386.3K | 950 | 0.21% | 12q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $364.7K | 897 | 0.04% | 28q | +130.0%+$206.2K |
| HALL LAURIE J TRUSTEE | $335.5K | 825 | 0.11% | 30q | -10.8%-$40.7K |
| LifeGoal Investments, LLC | $334.7K | 823 | 0.10% | new | NEW |
| M.E. ALLISON & CO., INC. | $311.1K | 765 | 0.17% | 8q | HELD |
| Balefire, LLC | $296.8K | 730 | 0.05% | 6q | -11.5%-$38.6K |
| Red Spruce Capital, LLC | $254.1K | 625 | 0.09% | 5q | -2.3%-$6.1K |
| Trust Co | $248.9K | 612 | 0.02% | 23q | HELD |
| Atlas Brown,Inc. | $229.0K | 563 | 0.06% | 11q | +6.0%+$13.0K |
| Successful Portfolios LLC | $215.8K | 534 | 0.10% | 12q | +6.0%+$12.1K |
| Rosenberg Matthew Hamilton | $207.4K | 510 | 0.04% | 27q | +13.3%+$24.4K |
| Breakwater Capital Group | $202.9K | 499 | 0.02% | new | NEW |
| Sunburst Financial Group, LLC | $200.9K | 494 | 0.03% | 5q | -13.9%-$32.5K |
| GK Wealth Management LLC | $126.5K | 311 | 0.07% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $115.1K | 283 | 0.01% | 19q | -1.7%-$2.0K |
| Hickory Point Bank & Trust | $77.3K | 190 | 0.05% | 3q | -0.5% |
| GoalVest Advisory LLC | $54.5K | 134 | 0.01% | 22q | +18.6%+$8.5K |
| Mn Services Vermogensbeheer B.V. | $42.6K | 104,678 | 0.32% | 22q | +1.2% |
| Olistico Wealth, LLC | $40.3K | 99 | 0.02% | 4q | HELD |
| Byrne Asset Management LLC | $34.5K | 86 | 0.02% | 20q | +1.2% |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $26.8K | 66 | 0.00% | new | NEW |
| Marquette Asset Management, LLC | $24.0K | 59 | 0.00% | 5q | +18.0%+$3.7K |
| Roxbury Financial LLC | $22.4K | 55 | 0.02% | 7q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $20.3K | 50 | 0.01% | 5q | +25.0%+$4.1K |
| Coastline Trust Co | $12.2K | 30 | 0.00% | 9q | HELD |
| JACOBS & CO/CA | $11.9K | 29,299 | 1.03% | 2q | +12.5%+$1.3K |
| BURKETT FINANCIAL SERVICES, LLC | $9.8K | 24 | 0.00% | 12q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $9.4K | 23 | 0.00% | 8q | +64.3%+$3.7K |
| Pacifica Partners Inc. | $8.8K | 22 | 0.00% | 5q | HELD |
| Westwind Capital | $8.6K | 21,072 | 2.01% | 32q | -7.1% |
| Planning Strategies Inc. | $6.9K | 17 | 0.00% | 2q | +142.9%+$4.1K |
| Retirement Wealth Solutions LLC | $6.5K | 16 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $6.1K | 15 | 0.00% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $4.9K | 12 | 0.00% | 7q | -29.4%-$2.0K |
| Davis Capital Management | $4.5K | 11 | 0.00% | 5q | -73.8%-$12.6K |
| Noble Wealth Management PBC | $3.7K | 9 | 0.00% | 7q | -40.0%-$2.4K |
| WoodTrust Financial Corp | $2.4K | 5,870 | 0.29% | 26q | +40.8% |
| NEVILLE RODIE & SHAW INC | $2.2K | 5,430 | 0.15% | 14q | -14.1% |
| ATWOOD & PALMER INC | $1.6K | 4 | 0.00% | 21q | -97.7%-$68.3K |
| CX Institutional | $836 | 2,055 | 0.02% | 16q | +5.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | GUTHART GARY S | Director | Sold | 10,000 | $4.0M |
| 2026-06-01 | Jeddi Iman | SVP & GM da Vinci Platforms & | Sold | 5,625 | $2.4M |
| 2026-09-15 | Widman Fredrik | VP Corporate Controller | Sold | 1,089 | $407.8K ×2 |
| 2026-04-28 | Ladd Amy L | Director | Sold | 500 | $236.7K |
| 2026-05-11 | LOEB GARY | EVP & Chief Legal and Complian | Sold | 400 | $178.8K |
| 2026-06-10 | LOEB GARY | EVP & Chief Legal and Complian | Sold | 400 | $169.7K |
| 2026-08-10 | LOEB GARY | EVP & Chief Legal and Complian | Sold | 400 | $151.6K |
| 2026-08-10 | Ladd Amy L | Director | Sold | 400 | $151.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 88 | $209.1M | 511,779 | 12 | 35 | 27 | 0.4% |
| Q2 2026 | 2,259 | $135.5B | 328,128,443 | 159 | 855 | 832 | 3.4% |
| Q1 2026 | 2,312 | $143.2B | 303,315,563 | 135 | 939 | 765 | 2.2% |
| Q4 2025 | 2,422 | $181.3B | 310,600,521 | 304 | 927 | 650 | 2.6% |
| Q3 2025 | 2,116 | $135.6B | 296,529,269 | 128 | 804 | 746 | 2.5% |
| Q2 2025 | 2,279 | $172.2B | 308,222,627 | 194 | 967 | 649 | 2.0% |
| Q1 2025 | 2,199 | $153.6B | 303,624,603 | 197 | 876 | 653 | 2.1% |
| Q4 2024 | 2,148 | $162.3B | 304,870,857 | 140 | 762 | 656 | 1.9% |
| Q3 2024 | 1,967 | $155.3B | 310,666,672 | 198 | 713 | 599 | 1.8% |
| Q2 2024 | 1,841 | $141.9B | 314,292,683 | 164 | 741 | 536 | 1.5% |
| Q1 2024 | 1,755 | $128.9B | 317,604,874 | 177 | 644 | 562 | 1.9% |
| Q4 2023 | 1,688 | $106.7B | 308,315,304 | 140 | 587 | 507 | 2.5% |
| Q3 2023 | 1,561 | $87.9B | 295,086,232 | 99 | 608 | 472 | 1.9% |
| Q2 2023 | 1,571 | $102.8B | 296,635,972 | 195 | 507 | 513 | 1.5% |
| Q1 2023 | 1,424 | $78.1B | 300,487,979 | 98 | 486 | 484 | 1.7% |
| Q4 2022 | 1,442 | $80.4B | 294,455,036 | 189 | 395 | 514 | 2.7% |
| Q3 2022 | 1,310 | $57.1B | 295,462,111 | 95 | 476 | 455 | 2.7% |
| Q2 2022 | 1,331 | $61.3B | 297,018,999 | 100 | 513 | 423 | 2.7% |
| Q1 2022 | 1,479 | $93.5B | 302,315,574 | 101 | 580 | 503 | 2.5% |
| Q4 2021 | 1,534 | $114.4B | 301,758,483 | 151 | 1,210 | 45 | 5.2% |
| Q3 2021 | 1,379 | $103.6B | 106,853,578 | 121 | 521 | 395 | 4.8% |
| Q2 2021 | 1,331 | $96.9B | 101,353,507 | 130 | 512 | 348 | 3.8% |
| Q1 2021 | 1,262 | $76.8B | 100,555,466 | 107 | 490 | 355 | 3.3% |
| Q4 2020 | 1,254 | $88.1B | 102,247,693 | 91 | 458 | 364 | 4.8% |
| Q3 2020 | 1,159 | $75.8B | 102,791,362 | 158 | 380 | 346 | 3.9% |
| Q2 2020 | 1,054 | $60.8B | 102,990,901 | 115 | 403 | 286 | 3.3% |
| Q1 2020 | 1,015 | $52.9B | 102,587,857 | 113 | 368 | 343 | 4.0% |
| Q4 2019 | 1,030 | $63.2B | 101,402,543 | 97 | 321 | 263 | 5.1% |
| Q3 2019 | 930 | $57.3B | 100,970,666 | 75 | 327 | 290 | 4.8% |
| Q2 2019 | 926 | $56.7B | 100,779,178 | 92 | 331 | 305 | 6.8% |
| Q1 2019 | 956 | $59.9B | 100,329,896 | 94 | 325 | 314 | 4.4% |
| Q4 2018 | 946 | $51.8B | 99,634,470 | 10 | 20 | 14 | 7.9% |