Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership10,510 shares
Latest Disclosed Value $ 4,844,875
Merit Financial Group, LLC reports 8.04% increase in ownership of ISRG / Intuitive Surgical, Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 10,510 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $4,844,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,728 shares of Intuitive Surgical, Inc.. This represents a change in shares of 8.04% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 10,510 782 8.04 4,845 -12.07 0.0279
2026-01-26 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,728 1,206 14.15 5,510 44.56 0.0442
2025-11-07 2025-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 8,522 -364 -4.10 3,811 -21.06 0.0350
2025-10-20 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,522 -364 3,811 0.0350
2025-07-22 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,886 1,075 13.76 4,829 24.82 0.0538
2025-04-09 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7,811 1,147 17.21 3,869 11.21 0.0579
2025-01-15 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 6,664 2,213 49.72 3,478 59.10 0.0625
2024-10-17 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 4,451 -106 -2.33 2,187 7.84 0.0489
2024-08-13 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 4,557 137 3.10 2,027 20.30 0.0447
2024-05-06 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 4,420 3,275 286.03 1,686 336.53 0.0402
2024-02-06 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,145 -2,498 -68.57 386 -63.72 0.0118
2023-11-07 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,643 208 6.06 1,065 -9.37 0.0348
2023-08-01 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,435 338 10.91 1,175 48.42 0.0380
2023-04-24 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,097 445 16.78 791 12.52 0.0288
2023-01-13 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,652 84 3.27 704 46.15 0.0255
2022-10-31 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,568 -32 -1.23 481 -7.85 0.0209
2022-08-08 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,600 2,600 522 0.0162
2020-08-13 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -953 -100.00 0 -100.00
2020-05-05 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 953 174 22.34 472 2.39 0.0527
2020-01-16 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 779 63 8.80 461 19.12 0.0408
2019-11-25 2019-09-30 13F INTUITIVE SURGICAL Common Stock 46120E602 716 -25 -3.37 387 -0.26 0.0423
2019-08-13 2019-06-30 13F INTUITIVE SURGICAL Common Stock 46120E602 741 14 1.93 388 -6.28 0.0455
2019-05-16 2019-03-31 13F INTUITIVE SURGICAL Common Stock 46120E602 727 68 10.32 414 31.43 0.0505
2019-02-15 2018-12-31 13F INTUITIVE SURGICAL Common Stock 46120E602 659 -117 -15.08 315 -29.21 0.0474
2018-10-25 2018-09-30 13F INTUITIVE SURGICAL Common Stock 46120E602 776 776 445 0.0713
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.