Follow The Filings

ISRG Intuitive Surgical

Health Care, filed as INTUITIVE SURGICAL INC (COM NEW), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 5

  • 7 Owners
  • #193
  • Max 3.3%
  • Master 0.06%
  • $948M
  • 1 new 1 add 3 reduce 2 exits 2 small

In 2026 Q2, 1 manager opened a position, 1 added, 3 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.3% (Mala Gaonkar, Surgocap Partners). Not free-float ownership.

  1. Mala Gaonkar Reduce 3.3%
  2. Polen Capital Management Reduce 1.5%
  3. Dan Sundheim New 0.66%
  4. Philippe Laffont Reduce 0.65%
  5. Mairs & Power Add 0.53%
  6. Cathie Wood Add 0.18%

Who owns ISRG

Sorted by value, long equity only, as of 2026 Q2.

History
Philippe Laffont, Coatue Management 0.65%, was 1.4% Reduce −7.2% 793,704 $316M History
Dan Sundheim, D1 Capital Partners 0.66% New 0.66% 574,200 $228M History
Polen Capital Management 1.5%, was 1.9% Reduce −26.2% 447,944 $178M History
Mala Gaonkar, Surgocap Partners 3.3%, was 5.1% Reduce −22.8% 256,963 $102M History
Mairs & Power 0.53%, was 0.47% Add +46.6% 146,459 $58M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06%, was 0.14% Small trim −3.5% 93,927 $37M History
Cathie Wood, Ark Investment Management 0.18% Small add +2.0% 70,375 $28M History
Davidson Kempner Capital Management exited 2026 Q2 Last 2026 Q1 0.05% Exit −0.05% 7,748 $3.6M History
Dodge & Cox exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 500 $230K History

7 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ISRG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ISRG insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $60.2M sold by 11 insiders under 10b5-1 plans
  1. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $82K 183 shares at $448.33 24% of stake
    Traded Oct 26–28 Filed Oct 28
    ↗
  2. Fredrik Widman VP Corporate Controller
    Planned sale
    $1.8M 4,047 shares at $453.21 80% of stake
    Traded Oct 23 Filed Oct 26
    ↗
  3. Gary S Guthart Director
    Planned sale
    $9.1M 20,095 shares at $451.61 1.6% of stake
    Traded Oct 23 Filed Oct 26
    ↗
  4. Craig H Barratt Director
    Planned sale
    $510K 1,150 shares at $443.80 100% of stake
    Traded Oct 23 Filed Oct 26
    ↗
  5. Patricia L Wadors SVP Chief Human Resources Offi
    Planned sale
    $478K 1,078 shares at $443.80 100% of stake
    Traded Oct 23 Filed Oct 26
    ↗
  6. Fredrik Widman VP Corporate Controller
    Planned sale
    $408K 1,089 shares at $374.44 52% of stake
    Traded Sep 15 Filed Sep 16
    ↗
  7. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $17K 48 shares at $357.10 5.9% of stake
    Traded Sep 10–11 Filed Sep 11
    ↗
  8. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $25K 69 shares at $357.55 7.8% of stake
    Traded Sep 8–9 Filed Sep 9
    ↗
  9. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $59K 154 shares at $385.97 15% of stake
    Traded Aug 20–21 Filed Aug 21
    ↗
  10. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $91K 231 shares at $392.98 18% of stake
    Traded Aug 17–19 Filed Aug 19
    ↗
  11. Gary S Guthart Director
    Planned sale
    $4M 10,000 shares at $400.00 0.8% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  12. Amy L Ladd Director
    Planned sale
    $180K 472 shares at $381.15 73% of stake
    Traded Aug 10–11 Filed Aug 11
    ↗
  13. Gary Loeb EVP & Chief Legal and Complian
    Planned sale
    $152K 400 shares at $379.00 7% of stake
    Traded Aug 10 Filed Aug 10
    ↗
  14. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $20K 56 shares at $348.92 4.2% of stake
    Traded Jul 30–31 Filed Jul 31
    ↗
  15. Mark Brosius EVP & Chief Mfg and Supply Cha
    Planned sale
    $30K 84 shares at $356.60 6% of stake
    Traded Jul 27–29 Filed Jul 29
    ↗

Also filed in the last 12 months, not counted as buying or selling: 46 option exercises, 4 share withholdings for taxes, 2 gifts, and 1 other transaction.

Congress

9 members of Congress traded ISRG in the last three years: 15 buys and 14 sales. 8 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 30 filed Feb 13
  3. Markwayne Mullin R-OKJoint Buy $15K–$50K Dec 29, 2025 filed Jan 16
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Dec 10, 2025 filed Jan 12
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 18, 2025 filed Dec 15, 2025
  6. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Sep 3, 2025 filed Oct 15, 2025

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,5.07,7.01 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 -$0.36B -$3.27B $0.666B
Cash from financing -$0.288B $0.151B -$2.36B
Net change in cash $1.17B -$0.708B $1.34B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.