INTUITIVE SURGICAL INC (ISRG) Institutional Ownership Changes & 13F Activity
INTUITIVE SURGICAL INC (ISRG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Catalio Capital Management, Lp, Advisors Asset Management, Inc., Ensign Peak Advisors, Inc, and Storebrand Asset Management As.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +396 | +1.0% | 39,387 | $22.31M | Q4 2025 | Sep 28, 2026 |
| Catalio Capital Management, Lp | Buy | +27,209 | — | 27,209 | $15.41M | Q4 2025 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +34 | — | 34 | $19.26K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -25,822 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +1,511 | +32.2% | 6,203 | $3.51M | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -17,394 | -4.1% | 411,398 | $233.00M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +478 | +3.0% | 16,293 | $9.23M | Q4 2025 | Aug 11, 2026 |
| Pegasus Asset Management, Inc. | Buy | +357 | — | 357 | $202.19K | Q4 2025 | Aug 06, 2026 |
| Invesco Ltd. | Buy | +7,964,187 | — | 7,964,187 | $4.51B | Q4 2025 | Jul 15, 2026 |
| Verus Capital Partners, Llc | Buy | +182 | +19.6% | 1,109 | $628.09K | Q4 2025 | Jul 09, 2026 |
| Kerr Financial Planning Corp | Sell | -4 | -5.4% | 70 | $33.42K | Q4 2025 | Jul 01, 2026 |
| Vilga Financial Planning Llc | Buy | +449 | — | 449 | $254.30K | Q4 2025 | Jun 22, 2026 |
| Dala Group, Llc | Buy | +1,727 | — | 1,727 | $978.10K | Q4 2025 | Jun 18, 2026 |
| Storebrand Asset Management As | Sell | -11,653 | -5.3% | 209,083 | $118.42M | Q4 2025 | May 20, 2026 |
| Alamar Capital Management, Llc | Buy | +3,905 | — | 3,905 | $2.21M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Sell | -1,013 | -9.4% | 9,727 | $5.51M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +283 | — | 283 | $160.28K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +12 | — | 12 | $6.80K | Q4 2025 | May 11, 2026 |
| Causey Wealth Llc | Buy | +310 | +47.5% | 963 | $545.40K | Q4 2025 | May 08, 2026 |
| Vision Retirement, Llc | Buy | +4,380 | — | 4,380 | $2.48M | Q4 2025 | May 07, 2026 |
| Alpha Zero Llc | Buy | +1,347 | — | 1,347 | $762.89K | Q4 2025 | May 06, 2026 |
| Alessandra Capital Management, Llc | Buy | +616 | — | 616 | $348.88K | Q4 2025 | Apr 30, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +5,492 | — | 5,492 | $3.11M | Q4 2025 | Apr 29, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +38 | +26.4% | 182 | $103.08K | Q4 2025 | Apr 24, 2026 |
| Bravera Wealth | Buy | +26 | — | 26 | $14.72K | Q4 2025 | Apr 22, 2026 |
| American State Bank (Iowa) | Buy | +19 | +1.4% | 1,385 | $784.41K | Q4 2025 | Apr 14, 2026 |
| Estate Planners Group, Llc | Buy | +66 | — | 66 | $37.38K | Q4 2025 | Apr 07, 2026 |
| Northavenue Llc | Buy | +2 | — | 2 | $1.13K | Q4 2025 | Apr 02, 2026 |
| Beacon Financial Group | Buy | +1,109 | — | 1,109 | $628.06K | Q4 2025 | Apr 01, 2026 |
| Merited Wealth, Llc | Buy | +90 | — | 90 | $50.97K | Q4 2025 | Mar 26, 2026 |
Frequently asked questions about ISRG activity
Which institutional owners are buying ISRG?
Institutional owners buying ISRG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ISRG activity?
"Buy" means an investor increased their reported position in ISRG compared to the prior reporting period. This reflects growing exposure to INTUITIVE SURGICAL INC (ISRG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ISRG increasing?
Institutional interest in ISRG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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