Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionSpence Asset Management
Latest Disclosed Ownership52,624 shares
Latest Disclosed Value $ 24,261
Spence Asset Management reports 3.71% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On April 14, 2026 - Spence Asset Management filed a 13F-HR form disclosing ownership of 52,624 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $24,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 54,650 shares of Intuitive Surgical, Inc.. This represents a change in shares of -3.71% 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)
2026-04-14 2026-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 52,624 -2,026 -3.71 24 -20.00 5.8258
2026-01-09 2025-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 54,650 -727 -1.31 31 25.00 6.3241
2025-10-14 2025-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 55,377 986 1.81 25 -17.24 5.1732
2025-07-11 2025-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 54,391 154 0.28 30 11.54 6.0424
2025-04-24 2025-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 54,237 180 0.33 27 -7.14 6.6861
2025-01-07 2024-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 54,057 -277 -0.51 28 7.69 6.1569
2024-10-09 2024-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 54,334 21,963 67.85 27 8.33 6.4777
2024-07-10 2024-06-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 32,371 -22,734 -41.26 25 14.29 6.0897
2024-04-08 2024-03-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 55,105 -3,266 -5.60 22 10.53 5.5686
2024-01-03 2023-12-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 58,371 399 0.69 20 18.75 5.3697
2023-10-11 2023-09-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 57,972 414 0.72 17 -15.79 5.2139
2023-07-06 2023-06-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 57,558 -22,655 -28.24 20 -99.91 5.5134
2023-04-05 2023-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 80,213 -1,105 -1.36 20,492 97,480.95 6.5471
2023-01-05 2022-12-31 13F/A-1 INTUITIVE SURGICAL INC COM COM 46120E602 81,318 -250 -0.31 22 -99.86 7.3413
2023-01-05 2022-12-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 81,198 -370 22 7.3393
2022-10-04 2022-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 81,568 696 0.86 15,289 -5.81 5.3582
2022-07-07 2022-06-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 80,872 587 0.73 16,232 -32.98 5.3082
2022-04-06 2022-03-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 80,285 1,281 1.62 24,220 -14.68 6.5172
2022-01-05 2021-12-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 79,004 53,442 209.07 28,386 11.70 7.0263
2021-10-06 2021-09-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 25,562 302 1.20 25,412 9.39 6.7569
2021-07-07 2021-06-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 25,260 50 0.20 23,230 24.70 5.5837
2021-04-06 2021-03-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 25,210 916 3.77 18,629 -6.27 5.3897
2021-01-06 2020-12-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 24,294 -32 -0.13 19,875 15.15 5.7917
2020-10-02 2020-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 24,326 303 1.26 17,260 26.09 5.8088
2020-07-06 2020-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 24,023 610 2.61 13,689 18.07 5.1903
2020-05-01 2020-03-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 23,413 1,488 6.79 11,594 -10.55 5.9880
2020-01-06 2019-12-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 21,925 -106 -0.48 12,961 8.96 6.2965
2019-10-07 2019-09-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 22,031 403 1.86 11,895 4.85 6.2810
2019-07-09 2019-06-30 13F INTUITIVE SURGICAL INC COM COM 46120E602 21,628 1,027 4.99 11,345 -3.49 6.4443
2019-04-02 2019-03-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 20,601 576 2.88 11,755 22.58 6.9284
2019-01-09 2018-12-31 13F INTUITIVE SURGICAL INC COM COM 46120E602 20,025 718 3.72 9,590 -13.46 6.8827
2018-10-09 2018-09-30 13F Intuitive Surgical COM 46120E602 19,307 241 1.26 11,082 21.51 6.9910
2018-07-06 2018-06-30 13F Intuitive Surgical COM 46120E602 19,066 -10,768 -36.09 9,120 -25.95 6.9211
2018-04-11 2018-03-31 13F Intuitive Surgical COM 46120E602 29,834 71 0.24 12,316 13.39 9.8667
2018-01-25 2017-12-31 13F Intuitive Surgical COM 46120E602 29,763 29,763 10,862 10.2394
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.