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 2,561 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
13,647
shares
|
$6.53 Million
0.26% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
13,627
shares
|
$6.52 Million
0.22% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
13,613
shares
|
$6.51 Million
4.27% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
|
Science & Technology Partners, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,600
shares
|
$6.5 Million
1.94% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
13,593
shares
|
$6.5 Million
0.19% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,528
shares
|
$6.47 Million
0.05% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
13,503
shares
|
$6.46 Million
0.13% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
13,447
shares
|
$6.43 Million
1.09% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
13,420
shares
|
$6.42 Million
0.38% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
13,368
shares
|
$6.39 Million
1.21% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,272
shares
|
$6.35 Million
0.2% of portfolio
|
Q3 2022
Added 7.74%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
13,163
shares
|
$6.29 Million
3.21% of portfolio
|
Q2 2025
Added 204.77%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
13,110
shares
|
$6.27 Million
0.31% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
13,026
shares
|
$6.23 Million
1.15% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
13,022
shares
|
$6.23 Million
0.36% of portfolio
|
Q2 2022
Reduced 13.74%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Jul 25, 2025 Q2 2025 |
13,000
shares
|
$6.22 Million
1.92% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,983
shares
|
$6.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 43.62%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
12,933
shares
|
$6.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
12,882
shares
|
$6.16 Million
0.44% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Tri Locum Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,824
shares
|
$6.13 Million
2.51% of portfolio
|
Q2 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
12,808
shares
|
$6.12 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
12,807
shares
|
$6.12 Million
0.53% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
12,805
shares
|
$6.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2025 Q2 2025 |
12,760
shares
|
$6.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
12,727
shares
|
$6.09 Million
3.32% of portfolio
|
Q2 2025
Reduced 1.75%
|