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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,857
shares
|
$5.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
9,829
shares
|
$5.29 Million
2.4% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
9,827
shares
|
$5.29 Million
0.63% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
9,818
shares
|
$5.29 Million
0.88% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
9,807
shares
|
$5.28 Million
0.32% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,790
shares
|
$5.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,776
shares
|
$5.26 Million
0.2% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
9,772
shares
|
$5.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,743
shares
|
$5.25 Million
1.23% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,735
shares
|
$5.24 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
9,725
shares
|
$5.24 Million
2.54% of portfolio
|
Q2 2024
Added 26.05%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
9,720
shares
|
$5.23 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
9,655
shares
|
$5.2 Million
0.65% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
9,521
shares
|
$5.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
9,409
shares
|
$5.07 Million
0.1% of portfolio
|
Q2 2024
Added 521.06%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
9,376
shares
|
$5.05 Million
0.66% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
9,346
shares
|
$5.03 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
9,329
shares
|
$5.02 Million
2.3% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
9,318
shares
|
$5.02 Million
0.51% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,301
shares
|
$5.01 Million
0.05% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
9,297
shares
|
$5.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
9,258
shares
|
$4.99 Million
0.1% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
9,130
shares
|
$4.92 Million
1.61% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,122
shares
|
$4.91 Million
0.37% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
9,075
shares
|
$4.89 Million
1.48% of portfolio
|
Q4 2021
Added 200.0%
|