CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM has added 266,380 shares of $ISRG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ISRG.
INTUITIVE SURGICAL Hedge Fund Activity
We have seen 1,242 institutional investors add shares of INTUITIVE SURGICAL stock to their portfolio, and 939 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,659,932 shares (-42.3%) from their portfolio in Q3 2025, for an estimated $1,636,831,388
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,899,223 shares (+84.4%) to their portfolio in Q3 2025, for an estimated $1,296,619,502
- D. E. SHAW & CO., INC. added 1,388,122 shares (+220.1%) to their portfolio in Q3 2025, for an estimated $620,809,802
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,224,734 shares (+1043.3%) to their portfolio in Q4 2025, for an estimated $693,640,348
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,146,204 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $512,616,814
- INVESCO LTD. removed 903,666 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $404,146,545
- POLEN CAPITAL MANAGEMENT LLC added 842,618 shares (+inf%) to their portfolio in Q4 2025, for an estimated $477,225,130
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INTUITIVE SURGICAL Insider Trading Activity
INTUITIVE SURGICAL insiders have traded $ISRG stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:
- GARY S GUTHART has made 0 purchases and 8 sales selling 111,066 shares for an estimated $58,666,813.
- DAVID J. ROSA (Chief Executive Officer (CEO)) sold 24,500 shares for an estimated $13,414,979
- HENRY L CHARLTON (EVP & Chief Commercial and Mkt) has made 0 purchases and 5 sales selling 13,731 shares for an estimated $7,963,980.
- MYRIAM CURET (EVP & Chief Medical Officer) has made 0 purchases and 12 sales selling 8,903 shares for an estimated $4,851,560.
- MARK BROSIUS (See Remarks) has made 0 purchases and 3 sales selling 5,428 shares for an estimated $2,972,118.
- BRIAN EDWARD MILLER (EVP & Chief Digital Officer) has made 0 purchases and 2 sales selling 3,500 shares for an estimated $2,012,500.
- CRAIG H BARRATT has made 0 purchases and 2 sales selling 2,943 shares for an estimated $1,636,785.
- FREDRIK WIDMAN (VP Corporate Controller) has made 0 purchases and 3 sales selling 2,200 shares for an estimated $1,202,679.
- AMY L LADD has made 0 purchases and 2 sales selling 671 shares for an estimated $305,588.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
INTUITIVE SURGICAL Government Contracts
We have seen $3,788,715 of award payments to $ISRG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 8511346118!DAVINCI MAINTENANCE - 4TH QTR: $512,000
- 8511321272!MEDICAL CAPITAL EQUIPMENT - I: $318,000
- PREVENTATIVE MAINTENANCE AGREEMENT FOR THE DAVINCI XI ROBOT USED FOR PROSTATECTOMY AND PARTIAL NEPHRECTOMY ...: $165,000
- 8511286764!DAVINCI MAINTENANCE - 4TH QTR: $159,000
- 8511328358!MEDICAL CAPITAL EQUIPMENT - I: $154,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
INTUITIVE SURGICAL Congressional Stock Trading
Members of Congress have traded $ISRG stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $150,000 on 12/29, 09/24 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/10, 11/18 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
INTUITIVE SURGICAL Analyst Ratings
Wall Street analysts have issued reports on $ISRG in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 01/23/2026
- Truist Securities issued a "Buy" rating on 12/18/2025
- RBC Capital issued a "Outperform" rating on 12/17/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Raymond James issued a "Outperform" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
To track analyst ratings and price targets for INTUITIVE SURGICAL, check out Quiver Quantitative's $ISRG forecast page.
INTUITIVE SURGICAL Price Targets
Multiple analysts have issued price targets for $ISRG recently. We have seen 13 analysts offer price targets for $ISRG in the last 6 months, with a median target of $616.0.
Here are some recent targets:
- Mathew Blackman from TD Cowen set a target price of $660.0 on 01/27/2026
- An analyst from Freedom Capital Markets set a target price of $610.0 on 01/27/2026
- Matt Miksic from Barclays set a target price of $712.0 on 01/26/2026
- Joanne Wuensch from Citigroup set a target price of $590.0 on 01/23/2026
- Vijay Kumar from Evercore ISI Group set a target price of $550.0 on 01/23/2026
- Adam Maeder from Piper Sandler set a target price of $620.0 on 01/23/2026
- Lee Hambright from Bernstein set a target price of $750.0 on 01/23/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ISRG ticker page for more data.
