Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionHeritage Trust Co
Latest Disclosed Ownership3,777 shares
Latest Disclosed Value $ 1,741,159
Heritage Trust Co reports 37.70% increase in ownership of ISRG / Intuitive Surgical, Inc.

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 3,777 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $1,741,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,743 shares of Intuitive Surgical, Inc.. This represents a change in shares of 37.70% 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)
2026-05-13 2026-03-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 3,777 1,034 37.70 1,741 12.11 0.1004
2026-02-10 2025-12-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,743 -91 -3.21 1,554 22.57 0.1581
2025-11-12 2025-09-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,834 241 9.29 1,267 -10.08 0.1343
2025-08-12 2025-06-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,593 290 12.59 1,409 23.60 0.1627
2025-05-09 2025-03-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,303 546 31.08 1,141 24.32 0.1383
2025-02-13 2024-12-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,757 106 6.42 917 24.93 0.1080
2024-08-12 2024-06-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,651 -27 -1.61 734 9.72 0.0969
2024-05-10 2024-03-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,678 -59 -3.40 670 14.36 0.0897
2024-02-09 2023-12-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,737 18 1.05 586 16.53 0.0825
2023-11-08 2023-09-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,719 -82 -4.55 502 -18.37 0.0784
2023-08-11 2023-06-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,801 0 0.00 616 33.70 0.0901
2023-05-12 2023-03-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 1,801 -438 -19.56 460 -22.56 0.0724
2023-02-10 2022-12-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,239 -42 -1.84 594 38.79 0.0968
2022-11-10 2022-09-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,281 100 4.59 428 -2.28 0.0748
2022-08-11 2022-06-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,181 15 0.69 438 -32.92 0.0717
2022-05-11 2022-03-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,166 -15 -0.69 653 -16.71 0.0923
2022-02-09 2021-12-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 2,181 1,454 200.00 784 8.44 0.1005
2021-11-09 2021-09-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 727 0 0.00 723 8.07 0.1018
2021-08-09 2021-06-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 727 0 0.00 669 24.58 0.0956
2021-05-12 2021-03-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 727 -28 -3.71 537 -13.11 0.0819
2021-02-11 2020-12-31 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 755 0 0.00 618 15.30 0.1001
2020-11-13 2020-09-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 755 23 3.14 536 28.54 0.0999
2020-08-04 2020-06-30 13F INTUITIVE SURGICAL COMMON STOCK 46120E602 732 732 417 0.0817
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.