Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership111,103 shares
Latest Disclosed Value $ 50,282,996
Whittier Trust Co reports 6.76% increase in ownership of ISRG / Intuitive Surgical, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 111,103 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $50,282,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 104,066 shares of Intuitive Surgical, Inc.. This represents a change in shares of 6.76% 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)
2026-04-28 2026-03-31 13F INTUITIVE SURGICAL common 46120E602 111,103 7,037 6.76 50,283 -18.50 0.5674
2026-01-26 2025-12-31 13F INTUITIVE SURGICAL common 46120E602 104,066 3,973 3.97 61,696 36.26 0.6681
2025-10-31 2025-09-30 13F INTUITIVE SURGICAL common 46120E602 100,093 7,128 7.67 45,277 -10.37 0.5153
2025-07-30 2025-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 92,965 27,439 41.87 50,517 55.67 0.6091
2025-05-02 2025-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 65,526 1,735 2.72 32,452 -2.53 0.4521
2025-02-11 2024-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 63,791 21,242 49.92 33,295 59.29 0.4386
2024-10-21 2024-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 42,549 33,326 361.34 20,902 409.56 0.2797
2024-07-29 2024-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 9,223 57 0.62 4,103 12.17 0.0582
2024-05-02 2024-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 9,166 229 2.56 3,658 21.33 0.0533
2024-01-11 2023-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 8,937 -36 -0.40 3,015 14.95 0.0489
2023-10-27 2023-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 8,973 3 0.03 2,623 -14.51 0.0466
2023-07-24 2023-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 8,970 -125 -1.37 3,067 32.03 0.0533
2023-04-21 2023-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 9,095 -6 -0.07 2,323 -3.77 0.0423
2023-01-25 2022-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 9,101 -290 -3.09 2,415 37.08 0.0470
2022-10-21 2022-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 9,391 522 5.89 1,761 -1.07 0.0369
2022-07-28 2022-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 8,869 -2 -0.02 1,780 -33.48 0.0360
2022-04-29 2022-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 8,871 117 1.34 2,676 -14.94 0.0451
2022-01-19 2021-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 8,754 5,836 200.00 3,146 8.45 0.0511
2021-11-01 2021-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 2,918 27 0.93 2,901 9.14 0.0528
2021-07-29 2021-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 2,891 -182 -5.92 2,658 17.04 0.0473
2021-04-26 2021-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,073 9 0.29 2,271 -9.38 0.0441
2021-01-29 2020-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,064 -65 -2.08 2,506 12.88 0.0535
2020-10-30 2020-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,129 0 0.00 2,220 24.51 0.0529
2020-07-10 2020-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,129 13 0.42 1,783 15.55 0.0495
2020-04-27 2020-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,116 28 0.91 1,543 -15.50 0.0504
2020-01-31 2019-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,088 11 0.36 1,826 9.93 0.0479
2019-10-18 2019-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,077 0 0.00 1,661 2.91 0.0475
2019-07-23 2019-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,077 0 0.00 1,614 -8.09 0.0474
2019-04-29 2019-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,077 0 0.00 1,756 19.21 0.0537
2019-02-07 2018-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,077 0 0.00 1,473 -16.59 0.0507
2018-10-23 2018-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,077 0 0.00 1,766 19.97 0.0551
2018-07-27 2018-06-30 13F/A-1 INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,077 -397 -11.43 1,472 2.65 0.0486
2018-07-20 2018-06-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 579 -2,895 238
2018-05-01 2018-03-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,474 0 0.00 1,434 13.09 0.0482
2018-02-07 2017-12-31 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 3,474 2,316 200.00 1,268 4.71 0.0442
2017-10-23 2017-09-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 1,158 -20 -1.70 1,211 9.99 0.0441
2017-07-20 2017-06-30 13F INTUITIVE SURGICAL US LARGE-CAP EQUITIES 46120E602 1,178 -30 -2.48 1,101 18.90 0.0426
2017-04-26 2017-03-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,208 0 0.00 926 20.89 0.0374
2017-01-18 2016-12-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,208 -10 -0.82 766 -13.25 0.0326
2016-11-10 2016-09-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,218 -212 -14.83 883 -6.66 0.0385
2016-07-28 2016-06-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,430 -74 -4.92 946 4.65 0.0417
2016-04-28 2016-03-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,504 60 4.16 904 14.72 0.0400
2016-02-10 2015-12-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,444 -100 -6.48 788 10.99 0.0358
2015-11-12 2015-09-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,544 615 66.20 710 57.78 0.0345
2015-08-13 2015-06-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 929 205 28.31 450 22.95 0.0200
2015-05-05 2015-03-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 724 724 0.00 366 0.0168
2015-02-04 2014-12-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 0 -579 -100.00 0 -100.00
2014-11-07 2014-09-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 579 0 0.00 268 12.61 0.0131
2014-08-04 2014-06-30 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 579 -100 -14.73 238 -19.87 0.0117
2014-05-01 2014-03-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 679 -332 -32.84 297 -23.45 0.0152
2014-02-05 2013-12-31 13F INTUITIVE SURGICAL US LARGE CAP EQUITIES 46120E602 1,011 0 0.00 388 1.84 0.0199
2013-11-18 2013-09-30 13F INTUITIVE SURGICAL COM 46120E602 1,011 0 0.00 381 -25.59 0.0206
2013-08-14 2013-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,011 1,011 512 0.0287
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.