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Intuitive Surgical Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

23 owners 1 new 1 exit max 1.9% (Polen Capital Management LLC)

grid → activity → earnings →
owners 23
rank #106
master % 0.14%
max % 1.9%
tracked value $27B
qoq N 1 A 11 R 8 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Polen Capital Management LLC 2026 Q1 1.9% Reduce -0.10 pp 606,826 $280M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 1.4% Add +0.21 pp 855,225 $394M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.6% Add -0.13 pp 3,852,940 $1.8B hist
Mairs & Power Inc. 2026 Q1 0.5% Add +0.13 pp 99,885 $46M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.4% Add +0.01 pp 635,309 $293M hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.37 pp 459,879 $260M hist
Natixis Advisors, LLC 2026 Q1 0.3% Reduce -0.09 pp 506,804 $234M hist
Norges Bank 2025 Q4 stale 0.3% Exit -0.31 pp 5,044,472 $2.9B hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add +0.05 pp 33,613,298 $19B hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.3% Add +0.06 pp 68,991 $32M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Reduce -0.18 pp 910,292 $420M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Reduce -0.25 pp 576,508 $266M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Add 0.00 pp 319,997 $148M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.01 pp 97,297 $45M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.01 pp 1,356,011 $625M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.03 pp 139,402 $64M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.26 pp 128,739 $59M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.02 pp 258,884 $118M hist
Davidson Kempner Capital Management LP 2026 Q1 0.1% New 0.1% 7,748 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 17,294 $8M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.02 pp 15,566 $7M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,424 $1M hist
Dodge & Cox 2026 Q1 0.0% — 500 $230 hist
Francois Rochon - Giverny Capital Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 405 $229 hist

23 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 5.03,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
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8-K 5.02,9.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
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8-K 5.02,5.07,7.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
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Updated 20 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $7.12B $8.35B $10.06B
Gross profit $4.73B $5.63B $6.64B
Gross margin * 66.4% 67.5% 66.0%
Net income $1.8B $2.32B $2.86B
Net margin * 25.2% 27.8% 28.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $7.89B $7.11B $9.78B
Total non-current assets * $7.55B $11.63B $10.68B
Total assets $15.44B $18.74B $20.46B
Total current liabilities $1.66B $1.75B $2.01B
Total non-current liabilities * $385.5M $468.3M $510.8M
Total equity $13.31B $16.43B $17.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.81B $2.42B $3.03B
Cash from investing -$360.1M -$3.27B $665.8M
Cash from financing -$287.6M $150.9M -$2.36B
Net change in cash $1.17B -$707.7M $1.34B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders