S&P 500: 669.03 +1.0% NASDAQ 100: 600.38 +1.1% Dow Jones: 470.30 +0.8%

Intuitive Surgical, Inc.

ISRG Healthcare
$483.46 +$11.3 (2.39%)
Market Cap: $171.69 B
Gurus Holding
14
Popularity Rank
#149
% of Shares Held
2.07%
Net Activity (Q4 2025)
-$176.39 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 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.56 B.

Top institutional holders include Ken Fisher and Frank Sands.

Institutional sentiment is currently Bearish. This is evidenced by a $176.39 M net outflow 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
$779.85 M
$671.65 M
$330.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$111.61 M
Total Buy Value
New Buys 2
Additions 7
-$288 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
9

FAQs for Intuitive Surgical, Inc. (ISRG)

Major holders include Ken Fisher ($2.14 B), Frank Sands ($779.85 M), Jeremy Grantham ($671.65 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 7.36 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $176.39 M, with 9 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited ISRG. The total reported sell value was $288 M.

Yes, 2 managers opened new positions in ISRG, and 7 increased their existing holdings. The total reported buy value was $111.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.73% Reduce -2.7% 3,784,970 $2.14 B Q4 2025
2.37% Add 2.7% 1,376,958 $779.85 M Q4 2025
1.72% Add 4.1% 1,185,910 $671.65 M Q4 2025
0.37% Reduce -4.9% 582,819 $330.09 M Q4 2025
0.13% Reduce -21.4% 152,830 $86.56 M Q4 2025
0.04% Add 32.5% 119,760 $67.83 M Q4 2025
0.34% New Buy 62,277 $35.27 M Q4 2025
0.18% Add 64.7% 49,098 $27.81 M Q4 2025
0.04% Add 12.2% 18,498 $10.48 M Q4 2025
0.02% Reduce -7.8% 11,170 $6.33 M Q4 2025
0.06% Add 0.4% 10,635 $6.02 M Q4 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
0.01% New Buy 405 $229,376 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form