Institutional Ownership Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG). We have compiled data on the 2,138 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $154 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
14,240
shares
|
$7.67 Million
0.13% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
14,228
shares
|
$7.66 Million
0.61% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,143
shares
|
$7.62 Million
0.12% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
13,950
shares
|
$7.51 Million
2.81% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
13,937
shares
|
$7.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
13,896
shares
|
$7.48 Million
2.34% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13,894
shares
|
$7.48 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
13,843
shares
|
$7.46 Million
0.97% of portfolio
|
Q3 2024
Reduced 23.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,763
shares
|
$7.41 Million
0.08% of portfolio
|
Q3 2022
Added 19.96%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
13,760
shares
|
$7.41 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,701
shares
|
$7.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
13,673
shares
|
$7.36 Million
0.1% of portfolio
|
Q3 2024
Added 148.74%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
13,622
shares
|
$7.34 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
13,613
shares
|
$7.33 Million
4.27% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
13,600
shares
|
$7.32 Million
0.53% of portfolio
|
Q1 2024
Reduced 7.48%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
13,483
shares
|
$7.26 Million
0.36% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,428
shares
|
$7.23 Million
0.1% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,347
shares
|
$7.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 68.95%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
13,316
shares
|
$7.17 Million
1.38% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,304
shares
|
$7.16 Million
0.4% of portfolio
|
Q3 2024
Added 763.34%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,272
shares
|
$7.15 Million
0.2% of portfolio
|
Q3 2022
Added 7.74%
|
|
|
Mirova
Paris, I0 |
Nov 13, 2024 Q3 2024 |
13,217
shares
|
$7.12 Million
1.13% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
13,085
shares
|
$7.05 Million
0.09% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,083
shares
|
$7.05 Million
0.05% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
13,022
shares
|
$7.01 Million
0.36% of portfolio
|
Q2 2022
Reduced 13.74%
|