Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionCustom Index Systems, Llc
Latest Disclosed Ownership671 shares
Latest Disclosed Value $ 309,324
Custom Index Systems, Llc reports 7.70% increase in ownership of ISRG / Intuitive Surgical, Inc.

On May 1, 2026 - Custom Index Systems, Llc filed a 13F-HR/A form disclosing ownership of 671 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $309,324 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 623 shares of Intuitive Surgical, Inc.. This represents a change in shares of 7.70% 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)
2026-05-01 2026-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 671 48 7.70 309 -12.22 0.1347
2026-04-29 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 671 48 309 0.1345
2026-02-12 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 623 -326 -34.35 353 -16.98 0.1558
2025-10-29 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 949 359 60.85 424 32.50 0.1261
2025-08-13 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 590 -153 -20.59 321 -12.81 0.1530
2025-05-14 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 743 -42 -5.35 368 -10.27 0.1866
2025-01-23 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 785 1 0.13 410 6.23 0.2200
2024-10-24 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 784 -34 -4.16 385 6.06 0.2086
2024-08-06 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 818 141 20.83 364 34.44 0.2089
2024-05-14 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 677 677 270 0.1537
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.