Stock ownership · SEC 13F · Q4 2025

INTUITIVE SURGICAL INC

Who owns INTUITIVE SURGICAL INC (CUSIP 46120E602)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$155.4M
Reported value
14
Institutions
97%
Top-5 share

The verdict

As of Q4 2025, 14 institutions collectively report $155.4M in INTUITIVE SURGICAL INC, a stock that is owned by a middling slice of the institutional filer base; ownership here is dominated by its top few institutional owners.

14
institutions hold it
$155.4M
reported 13F value
97%
held by top 5
#64
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$155.4M

Institutional 13F value

Institutions

14

Reporting holders

Top-5 concentration

97%

Held by 5 largest

New buyers

11

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%97%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 61.0%

INTUITIVE SURGICAL INC is more widely held than about 61% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of INTUITIVE SURGICAL INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INTUITIVE SURGICAL INC position has risen from 5 to 14 over the last 8 quarters of 13F filings.

051015202530 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 14
Distinct 13F filers holding INTUITIVE SURGICAL INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Banque Transatlantique SA 148,283 $84.1M 54.1%
2 Pacer Advisors, Inc. 53,718 $30.4M 19.6%
3 GROUPAMA ASSET MANAGMENT 47,779 $27.0M 17.4%
4 MidFirst Bank 9,289 $5.1M 3.3%
5 Anchor Investment Management, LLC 6,330 $3.6M 2.3%
6 J. Stern & Co. LLP 2,127,248 $2.1M 1.4%
7 DGS Capital Management, LLC 3,183 $1.8M 1.2%
8 Cross Staff Investments Inc 936 $530K 0.3%
9 Anderson Financial Strategies, LLC 615 $348K 0.2%
10 Tempo Wealth, LLC 355 $201K 0.1%
11 Bell Investment Advisors, Inc 183 $104K 0.1%
12 TD Capital Management LLC 100 $57K 0.0%
13 SG Trading Solutions, LLC 2,399 $1K 0.0%
14 CHELSEA COUNSEL CO 1 $567 0.0%

Latest Quarter Activity · Q4 2025

What the data says about INTUITIVE SURGICAL INC

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • See how INTUITIVE SURGICAL INC's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold INTUITIVE SURGICAL INC?
INTUITIVE SURGICAL INC is held by 14 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INTUITIVE SURGICAL INC?
Institutions report $155.4M of INTUITIVE SURGICAL INC as of Q4 2025.
How concentrated is ownership of INTUITIVE SURGICAL INC?
The top five institutional holders account for 97% of the reported institutional value in INTUITIVE SURGICAL INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INTUITIVE SURGICAL INC?
Banque Transatlantique SA is the largest reported holder of INTUITIVE SURGICAL INC with $84.1M across 148,283 shares as of Q4 2025.
Where does this INTUITIVE SURGICAL INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.