Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership30,375,212 shares
Ownership 8.63%
Vanguard Group Inc ownership in ISRG / Intuitive Surgical, Inc.

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 30,375,212 shares of Intuitive Surgical, Inc. (MX:ISRG). This represents 8.63 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 29,425,186 shares, indicating an increase of 3.23 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2024-02-13 2024-02-13 13G/A 29,425,186 30,375,212 3.23 8.63 3.60
2023-02-09 2023-02-09 13G/A 28,062,045 29,425,186 4.86 8.33 5.98
2022-02-10 2022-02-10 13G/A 9,127,891 28,062,045 207.43 7.86 1.29
2021-02-10 2021-02-10 13G/A 9,008,225 9,127,891 1.33 7.76 -0.39
2020-02-12 2020-02-12 13G/A 8,530,948 9,008,225 5.59 7.79 4.28
2019-02-13 2019-02-13 13G/A 7,990,863 8,530,948 6.76 7.47 4.77
2018-02-09 2018-02-09 13G/A 2,473,511 7,990,863 223.06 7.13 11.76
2017-02-10 2017-02-10 13G/A 2,187,624 2,473,511 13.07 6.38 9.06
2016-02-10 2016-02-10 13G/A 2,187,624 5.85
2015-02-10 2015-02-10 13G 1,934,831 5.33

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-01-29 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 33,613,298 13,637 0.04 19,037,227 26.69 0.2760
2025-11-07 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 33,599,661 263,828 0.79 15,026,776 -17.05 0.2249
2025-08-11 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 33,335,833 670,302 2.05 18,115,025 11.97 0.2932
2025-05-09 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 32,665,531 453,335 1.41 16,178,258 -3.78 0.2925
2025-02-11 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 32,212,196 360,591 1.13 16,813,478 7.45 0.2929
2024-11-13 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 31,851,605 250,257 0.79 15,647,738 11.31 0.2802
2024-08-13 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 31,601,348 732,728 2.37 14,057,860 14.11 0.2701
2024-05-10 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 30,868,620 493,126 1.62 12,319,358 20.22 0.2440
2024-03-11 2023-12-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 30,375,494 507,267 1.70 10,247,477 17.38 0.2239
2024-02-14 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 30,375,494 507,267 10,247,477 0.1945
2023-12-18 2023-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 29,868,227 196,316 0.66 8,730,184 -13.95 0.2144
2023-11-14 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 29,868,227 196,316 8,730,184 0.2145
2023-08-14 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 29,671,911 142,179 0.48 10,146,013 34.49 0.2406
2023-07-14 2023-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 29,529,732 104,546 0.36 7,543,961 -3.38 0.1921
2023-05-15 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 29,529,552 104,366 7,543,915 0.1921
2023-02-10 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 29,425,186 141,620 0.48 7,807,973 42.25 0.2126
2022-11-14 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 29,283,566 282,881 0.98 5,488,912 -5.70 0.1614
2022-08-12 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 29,000,685 481,378 1.69 5,820,728 -32.35 0.1636
2022-05-13 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 28,519,307 457,262 1.63 8,603,704 -14.67 0.2035
2022-02-14 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 28,062,045 18,742,678 201.12 10,082,694 8.83 0.2289
2021-11-12 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 9,319,367 116,434 1.27 9,264,848 9.47 0.2301
2021-08-13 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 9,202,933 60,961 0.67 8,463,385 25.28 0.2106
2021-05-14 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,141,972 14,081 0.15 6,755,369 -9.54 0.1827
2021-02-12 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,127,891 -67,293 -0.73 7,467,527 14.46 0.2166
2020-11-16 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 9,195,184 -96,135 -1.03 6,524,352 23.23 0.2159
2020-08-14 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 9,291,319 48,562 0.53 5,294,473 15.67 0.1878
2020-05-15 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,242,757 234,532 2.60 4,577,106 -14.05 0.1951
2020-02-14 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,008,225 98,406 1.10 5,325,212 10.70 0.1816
2019-11-14 2019-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,909,819 83,760 0.95 4,810,678 3.91 0.1784
2019-08-14 2019-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,826,059 169,521 1.96 4,629,709 -6.27 0.1742
2019-05-15 2019-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 8,656,538 125,590 1.47 4,939,247 20.89 0.1938
2019-02-14 2018-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 8,530,948 217,527 2.62 4,085,641 -14.38 0.1836
2018-12-13 2018-09-30 13F/A-2 INTUITIVE SURGICAL COM NEW 46120E602 8,313,421 29,260 0.35 4,771,903 20.39 0.1865
2018-11-23 2018-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 8,313,421 0 4,771,903 0.1865
2018-11-14 2018-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,313,421 29,260 4,771,903
2018-08-14 2018-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,284,161 167,903 2.07 3,963,805 18.30 0.1658
2018-05-15 2018-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 8,116,258 125,395 1.57 3,350,635 14.90 0.1465
2018-02-14 2017-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7,990,863 5,414,779 210.19 2,916,186 8.24 0.1275
2017-11-14 2017-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,576,084 52,057 2.06 2,694,275 14.12 0.1259
2017-08-24 2017-06-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 2,524,027 20,210 0.81 2,360,900 23.02 0.1163
2017-08-11 2017-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,524,027 20,210 2,360,900
2017-05-12 2017-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,503,817 30,306 1.23 1,919,101 22.34 0.0987
2017-02-14 2016-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,473,511 64,080 2.66 1,568,626 -10.18 0.0875
2016-11-14 2016-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,409,431 82,826 3.56 1,746,427 13.49 0.1026
2016-08-10 2016-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,326,605 77,521 3.45 1,538,841 13.84 0.0956
2016-05-13 2016-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,249,084 61,460 2.81 1,351,812 13.14 0.0876
2016-02-08 2015-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,187,624 70,222 3.32 1,194,794 22.78 0.0803
2015-11-12 2015-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 2,117,402 40,242 1.94 973,116 -3.31 0.0413
2015-11-12 2015-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 2,117,402 40,242 973,116 0.0413
2015-11-12 2015-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,117,402 973,116
2015-08-13 2015-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,077,160 48,708 2.40 1,006,384 -1.76 0.0680
2015-05-15 2015-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 2,028,452 93,621 4.84 1,024,429 0.10 0.0695
2015-05-14 2015-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,028,452 1,024,429
2015-02-12 2014-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,934,831 59,493 3.17 1,023,409 18.17 0.0737
2014-11-12 2014-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,875,338 -65,559 -3.38 866,068 8.36 0.0675
2014-08-11 2014-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,940,897 43,789 2.31 799,261 -3.81 0.0630
2014-05-13 2014-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,897,108 53,161 2.88 830,914 17.32 0.0699
2014-02-12 2013-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,843,947 -53,310 -2.81 708,223 -0.79 0.0623
2013-11-07 2013-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,897,257 18,254 0.97 713,881 -25.00 0.0697
2013-08-13 2013-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,879,003 1,879,003 951,860 0.1000
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.