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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+396+1.0%39,387$22.31MQ4 2025Sep 28, 2026
Catalio Capital Management, LpBuy+27,209—27,209$15.41MQ4 2025Sep 02, 2026
Cornerstone Financial Management LlcBuy+34—34$19.26KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-25,822-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+1,511+32.2%6,203$3.51MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-17,394-4.1%411,398$233.00MQ4 2025Aug 18, 2026
Algert Global LlcBuy+478+3.0%16,293$9.23MQ4 2025Aug 11, 2026
Pegasus Asset Management, Inc.Buy+357—357$202.19KQ4 2025Aug 06, 2026
Invesco Ltd.Buy+7,964,187—7,964,187$4.51BQ4 2025Jul 15, 2026
Verus Capital Partners, LlcBuy+182+19.6%1,109$628.09KQ4 2025Jul 09, 2026
Kerr Financial Planning CorpSell-4-5.4%70$33.42KQ4 2025Jul 01, 2026
Vilga Financial Planning LlcBuy+449—449$254.30KQ4 2025Jun 22, 2026
Dala Group, LlcBuy+1,727—1,727$978.10KQ4 2025Jun 18, 2026
Storebrand Asset Management AsSell-11,653-5.3%209,083$118.42MQ4 2025May 20, 2026
Alamar Capital Management, LlcBuy+3,905—3,905$2.21MQ4 2025May 20, 2026
Independent Financial Group, LlcSell-1,013-9.4%9,727$5.51MQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+283—283$160.28KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+12—12$6.80KQ4 2025May 11, 2026
Causey Wealth LlcBuy+310+47.5%963$545.40KQ4 2025May 08, 2026
Vision Retirement, LlcBuy+4,380—4,380$2.48MQ4 2025May 07, 2026
Alpha Zero LlcBuy+1,347—1,347$762.89KQ4 2025May 06, 2026
Alessandra Capital Management, LlcBuy+616—616$348.88KQ4 2025Apr 30, 2026
Journey Retirement Planning & Investment Management LlcBuy+5,492—5,492$3.11MQ4 2025Apr 29, 2026
Medallion Wealth Advisors, LlcBuy+38+26.4%182$103.08KQ4 2025Apr 24, 2026
Bravera WealthBuy+26—26$14.72KQ4 2025Apr 22, 2026
American State Bank (Iowa)Buy+19+1.4%1,385$784.41KQ4 2025Apr 14, 2026
Estate Planners Group, LlcBuy+66—66$37.38KQ4 2025Apr 07, 2026
Northavenue LlcBuy+2—2$1.13KQ4 2025Apr 02, 2026
Beacon Financial GroupBuy+1,109—1,109$628.06KQ4 2025Apr 01, 2026
Merited Wealth, LlcBuy+90—90$50.97KQ4 2025Mar 26, 2026
Showing 30 of 2,335

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.