Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership22,844 shares
Latest Disclosed Value $ 10,530,902
EP Wealth Advisors, Inc. reports 78.73% increase in ownership of ISRG / Intuitive Surgical, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 22,844 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $10,530,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 12,781 shares of Intuitive Surgical, Inc.. This represents a change in shares of 78.73% 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 COM NEW 46120E602 22,844 10,063 78.73 10,531 45.48 0.0517
2026-02-18 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 12,781 -747 -5.52 7,239 -1.54 0.0376
2025-08-14 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 13,528 79 0.59 7,351 10.38 0.0483
2025-05-15 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 13,449 -194 -1.42 6,661 -6.47 0.0532
2025-02-14 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 13,643 -294 -2.11 7,121 4.02 0.0581
2024-11-15 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 13,937 -850 -5.75 6,847 4.09 0.0588
2024-08-19 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 14,787 60 0.41 6,578 11.91 0.0699
2024-05-14 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 14,727 -120 -0.81 5,878 17.35 0.0687
2024-02-28 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 14,847 -27 -0.18 5,009 15.21 0.0639
2023-11-24 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 14,874 -50,179 -77.14 4,348 -14.93 0.0674
2023-08-14 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 65,053 -1,408 -2.12 5,110 0.0737
2023-06-05 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 66,461 50,779 323.80 0 -100.00
2023-06-12 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 15,682 15,682 4,161 0.0750
2022-12-02 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -4,176 -100.00 0 -100.00
2022-08-11 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 4,176 -2,984 -41.68 838 -61.20 0.0189
2022-05-20 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7,160 32 0.45 2,160 -15.66 0.0474
2022-02-17 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7,128 4,723 196.38 2,561 7.11 0.0605
2021-11-23 2021-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 2,405 -52 -2.12 2,391 5.80 0.0656
2021-11-16 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 4,949 2,492 2,391 0.0656
2021-08-24 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,457 -1,094 -30.81 2,260 -13.87 0.0627
2021-05-17 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,551 161 4.75 2,624 -5.37 0.0834
2021-02-18 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,390 -1 -0.03 2,773 15.25 0.0975
2020-11-17 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,391 -97 -2.78 2,406 21.03 0.1035
2020-08-14 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,488 -20 -0.57 1,988 14.45 0.0849
2020-05-18 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,508 -293 -7.71 1,737 -22.70 0.0850
2020-02-14 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,801 235 6.59 2,247 16.73 0.0925
2019-11-18 2019-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,566 1,757 97.13 1,925 102.85 0.0955
2019-08-27 2019-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,809 522 40.56 949 29.29 0.0593
2019-05-20 2019-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,287 -228 -15.05 734 1.10 0.0706
2019-02-15 2018-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,515 177 13.23 726 -5.47 0.0560
2018-11-15 2018-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,338 375 38.94 768 66.59 0.0600
2018-08-14 2018-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 963 -3 -0.31 461 15.54 0.0435
2018-05-15 2018-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 966 966 399 0.0386
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.