Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership143,337 shares
Latest Disclosed Value $ 66,075,584
Captrust Financial Advisors reports 314.81% increase in ownership of ISRG / Intuitive Surgical, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 143,337 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $66,075,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,555 shares of Intuitive Surgical, Inc.. This represents a change in shares of 314.81% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 143,337 108,782 314.81 66,076 237.63 0.1139
2026-02-17 2025-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 34,555 6,589 23.56 19,571 56.47 0.0372
2025-11-19 2025-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 27,966 105 0.38 12,507 -17.39 0.0255
2025-08-15 2025-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 27,861 112 0.40 15,140 10.16 0.0338
2025-05-15 2025-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 27,749 1,250 4.72 13,743 -0.64 0.0345
2025-02-14 2024-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 26,499 376 1.44 13,831 7.78 0.0395
2024-11-14 2024-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 26,123 -14,215 -35.24 12,834 -28.48 0.0381
2024-08-15 2024-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 40,338 3,049 8.18 17,944 20.58 0.0578
2024-05-15 2024-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 37,289 -4,432 -10.62 14,881 5.73 0.0547
2024-02-14 2023-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 41,721 739 1.80 14,075 17.51 0.0485
2023-11-15 2023-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 40,982 11,543 39.21 11,979 18.99 0.0458
2023-08-15 2023-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 29,439 5,892 25.02 10,067 67.35 0.0397
2023-05-15 2023-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 23,547 1,682 7.69 6,016 3.69 0.0264
2023-02-15 2022-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 21,865 2,798 14.67 5,802 62.31 0.0292
2022-11-16 2022-09-30 13F INTUITIVE SURGICAL INC COM REIT 46120E602 19,067 140 0.74 3,574 -5.92 0.0208
2022-08-23 2022-06-30 13F/A-1 INTUITIVE SURGICAL INC COM Common Stock 46120E602 18,927 4,696 33.00 3,799 -11.51 0.0245
2022-08-16 2022-06-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 19,924 5,693 3,999 0.0290
2022-05-16 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 14,231 -4,585 -24.37 4,293 -36.50 0.0278
2022-02-14 2021-12-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 18,816 13,271 239.33 6,761 22.64 0.0464
2021-11-16 2021-09-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 5,545 314 6.00 5,513 14.59 0.0458
2021-08-16 2021-06-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 5,231 -1,565 -23.03 4,811 -4.20 0.0448
2021-05-17 2021-03-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 6,796 480 7.60 5,022 -2.81 0.0544
2021-02-16 2020-12-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 6,316 -36,232 -85.16 5,167 -82.91 0.0685
2020-11-17 2020-09-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 42,548 -7,922 -15.70 30,231 4.07 0.5014
2020-08-14 2020-06-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 50,470 11,042 28.01 29,048 60.77 0.4784
2020-05-15 2020-03-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 39,428 38,654 4,994.06 18,068 3,810.82 0.3982
2020-02-14 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 774 624 416.00 462 470.37 0.0073
2019-11-14 2019-09-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 150 32 27.12 81 30.65 0.0028
2019-08-13 2019-06-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 118 32 37.21 62 26.53 0.0023
2019-05-15 2019-03-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 86 2 2.38 49 22.50 0.0020
2019-02-13 2018-12-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 84 78 1,300.00 40 1,233.33 0.0021
2018-11-15 2018-09-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 6 -3 -33.33 3 -25.00 0.0001
2018-08-13 2018-06-30 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 9 0 0.00 4 0.00 0.0002
2018-05-15 2018-03-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 9 0 0.00 4 33.33 0.0002
2018-02-14 2017-12-31 13F INTUITIVE SURGICAL INC COM Common Stock 46120E602 9 9 3 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.