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

According to SEC Form 13F-HR filings in this corpus, INTUITIVE SURGICAL INC ranks #93 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 14 institutions report $155.4M as of Q4 2025, with ownership dominated by its top few institutional owners.

14
institutions hold it
$155.4M
reported 13F value
97%
held by top 5
#93
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, INTUITIVE SURGICAL INC ranks #93 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46120E602 · Q4 2025 $155M reported

VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-HEAVY #93/775
  • HOLDERS-NARROW 14 filers
  • CONC-DOM 97% top-5
  • PHOTO-FINISH EQT
  • ACTIVITY-HOT 11 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: EQT CORP

Read with: Ownership concentration guide - INTUITIVE SURGICAL INC's top-five holders account for 97% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · INTUITIVE SURGICAL INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

PALO ALTO NETWORKS · near$162MCORTEVA · near$161MLINDE F · near$157MEQT · near$156MINTUITIVE SURGICAL · this st…$155M
Aggregate reported institutional value ($)

INTUITIVE SURGICAL INC vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

14 Top 39% higher than 61% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INTUITIVE SURGICAL INC's reported holders for Q4 2025, by reported value:

Shared-defined discretion (DFND)
54.1%
Sole discretion (SOLE)
45.9%

Latest Quarter Activity · Q4 2025

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.
Where does INTUITIVE SURGICAL INC sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, INTUITIVE SURGICAL INC ranks #93 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for INTUITIVE SURGICAL INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($155.4M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (14 here).

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.