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Intuitive Surgical, Inc.

ISRG Healthcare
$478.6 $-17.52 (-3.53%)
Market Cap: $169.97 B
Gurus Holding
13
Popularity Rank
#157
% of Shares Held
2.07%
Net Activity (Q3 2025)
+$530.68 M

Guru Ownership Trend

Guru Analysis for Intuitive Surgical, Inc. (ISRG)

Intuitive Surgical, Inc. (ISRG), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.51 B.

Top institutional holders include Ken Fisher and Frank Sands.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $530.68 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 103.5%. Conversely, Manning & Napier Group reduced exposure by 98.0%.

Key Holders

Top 5 by Value

$2.14 B
$599.78 M
$509.69 M
$273.99 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$571.45 M
Total Buy Value
New Buys 2
Additions 8
-$40.77 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
10

FAQs for Intuitive Surgical, Inc. (ISRG)

Major holders include Ken Fisher ($2.14 B), Frank Sands ($599.78 M), Jeremy Grantham ($509.69 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 7.34 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $530.68 M, with 10 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ISRG. The total reported sell value was $40.77 M.

Yes, 2 managers opened new positions in ISRG, and 8 increased their existing holdings. The total reported buy value was $571.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.73% Reduce -2.7% 3,784,970 $2.14 B Q4 2025
1.65% Add 77.0% 1,341,109 $599.78 M Q3 2025
1.44% Add 4.6% 1,139,659 $509.69 M Q3 2025
0.46% Add 84.2% 612,627 $273.99 M Q3 2025
0.13% Reduce -21.4% 152,830 $86.56 M Q4 2025
0.09% New Buy 118,150 $52.84 M Q3 2025
0.03% Reduce -42.9% 90,417 $40.1 M Q3 2025
0.18% Add 64.7% 49,098 $27.81 M Q4 2025
0.03% Reduce -45.6% 16,487 $7.37 M Q3 2025
0.06% Add 0.4% 10,635 $6.02 M Q4 2025
0.02% Add 3.0% 12,119 $5.42 M Q3 2025
0.04% Reduce -98.0% 4,816 $2.76 M Q4 2025
0.01% Add 103.5% 3,154 $1.79 M Q4 2025
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