# Intuitive Surgical (ISRG): value investors who own it

2 value investors held Intuitive Surgical in their Q3 2026 13F, led by Polen Capital Management, Mairs & Power.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 1.5% | $178m | Trimmed -26% | 3 |
| Mairs & Power | 0.5% | $58.2m | Added +47% | 3 |
| Dodge & Cox | 0.0% | $0k | Sold out | 8 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-15 | Widman Fredrik | VP Corporate Controller | Sold | 546 | $204k |
| 2026-09-15 | Widman Fredrik | VP Corporate Controller | Sold | 543 | $203k |
| 2026-09-11 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 25 | $9k |
| 2026-09-10 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 23 | $8k |
| 2026-09-09 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 23 | $8k |
| 2026-09-08 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 46 | $17k |
| 2026-08-21 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 77 | $29k |
| 2026-08-20 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 77 | $31k |
| 2026-08-19 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 77 | $30k |
| 2026-08-18 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 77 | $30k |
| 2026-08-17 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 77 | $30k |
| 2026-08-11 | GUTHART GARY S | Director | Sold | 10000 | $4.0m |
| 2026-08-11 | Ladd Amy L | Director | Sold | 72 | $28k |
| 2026-08-10 | LOEB GARY | EVP & Chief Legal and Complian | Sold | 400 | $152k |
| 2026-07-31 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 28 | $10k |
| 2026-07-30 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 28 | $10k |
| 2026-07-29 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 28 | $10k |
| 2026-07-28 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 28 | $10k |
| 2026-07-27 | Brosius Mark | EVP & Chief Mfg and Supply Cha | Sold | 28 | $10k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Growth Fund | Mairs & Power | 0.7% | $39.3m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/isrg). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.