Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionPhoenix Holdings Ltd.
Latest Disclosed Ownership10,979 shares
Latest Disclosed Value $ 5,060,392
Phoenix Holdings Ltd. reports 14.84% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On May 11, 2026 - Phoenix Holdings Ltd. filed a 13F-HR form disclosing ownership of 10,979 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $5,060,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 12,892 shares of Intuitive Surgical, Inc.. This represents a change in shares of -14.84% 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)
2026-05-11 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 10,979 -1,913 -14.84 5,060 -30.73 0.0307
2026-02-05 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 12,892 -1,278 -9.02 7,305 15.26 0.0498
2025-11-13 2025-09-30 13F/A-2 INTUITIVE SURGICAL COM NEW 46120E602 14,170 -1,125 -7.36 6,338 -23.52 0.0772
2025-11-13 2025-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 15,515 220 7,060 0.0577
2025-11-03 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 15,515 220 7,060 0.0577
2025-07-30 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 15,295 1,035 7.26 8,288 17.25 0.1093
2025-05-07 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 14,260 1,720 13.72 7,068 7.99 0.1082
2025-02-13 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 12,540 -1,220 -8.87 6,546 -3.19 0.0893
2024-11-05 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 13,760 -2,961 -17.71 6,762 -9.09 0.0999
2024-08-12 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 16,721 617 3.83 7,437 15.82 0.1132
2024-05-15 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 16,104 7,258 82.05 6,421 95.46 0.0887
2024-02-14 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 8,846 104 1.19 3,286 28.12 0.0544
2023-12-04 2023-09-30 13F/A-2 INTUITIVE SURGICAL COM NEW 46120E602 8,742 -144 -1.62 2,564 -15.55 0.0470
2023-12-04 2023-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 8,742 2,564
2023-11-13 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,742 -144 2,564 0.0297
2023-08-07 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,886 3,366 60.98 3,036 115.32 0.0621
2023-05-11 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,520 -343 -5.85 1,410 -9.44 0.0315
2023-02-13 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,863 119 2.07 1,558 43.24 0.0302
2022-11-10 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,744 631 12.34 1,087 5.95 0.0240
2022-08-15 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,113 4,027 370.81 1,026 211.85 0.0210
2022-05-10 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,086 -471 -30.25 329 -41.67 0.0043
2022-05-10 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 4,564 1,378
2022-02-07 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,557 927 147.14 564 -9.47 0.0093
2021-10-27 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 630 630 623 0.0108
2021-08-10 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -843 -100.00 0 -100.00
2021-05-10 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 843 -104 -10.98 612 -20.42 0.0138
2021-02-11 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 947 438 86.05 769 130.93 0.0206
2020-11-10 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 509 509 333 0.0139
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.