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Jefferies Group’s ISRG Holdings & Trades

First Buy
Q1 2023
Duration Held
10 Quarters
Largest Add
Q3 2024
+5,369 Shares
Current Position
3,154 Shares
$1.79 M Value

Jefferies Group's ISRG Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,154 shares of Intuitive Surgical, Inc. (ISRG) worth $1.79 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 10 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in ISRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 5,369 shares. Largest reduction occurred in Q2 2025, reducing 3,930 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Intuitive Surgical (ISRG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Intuitive Surgical (ISRG) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +1,604 Add 103.48% 3,154 $566.36
Q3 2025 +496 Add 47.06% 1,550 $447.23
Q2 2025 -3,930 Reduce 78.85% 1,054 $543.41
Q1 2025 +40 Add 0.81% 4,984 $495.27
Q4 2024 -425 Reduce 7.92% 4,944 $521.96
Q3 2024 +5,369 New Buy 5,369 $491.27
Q1 2024 -93 Sold Out 0 $0.00
Q4 2023 +93 New Buy 93 $337.35
Q2 2023 -1,578 Sold Out 0 $0.00
Q1 2023 +1,578 New Buy 1,578 $255.47

Jefferies Group's Intuitive Surgical Investment FAQs

Jefferies Group first purchased Intuitive Surgical, Inc. (ISRG) in Q1 2023, acquiring 1,578 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Intuitive Surgical, Inc. (ISRG) for 10 quarters since Q1 2023.

Jefferies Group's largest addition to Intuitive Surgical, Inc. (ISRG) was in Q3 2024, adding 5,369 shares worth $2.64 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,154 shares of Intuitive Surgical, Inc. (ISRG), valued at approximately $1.79 M.

As of the Q4 2025 filing, Intuitive Surgical, Inc. (ISRG) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Intuitive Surgical, Inc. (ISRG) was 5,369 shares, as reported at the end of Q3 2024.