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 |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
9,075
shares
|
$4.89 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,034
shares
|
$4.87 Million
0.05% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,968
shares
|
$4.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
8,959
shares
|
$4.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
8,950
shares
|
$4.82 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
8,946
shares
|
$4.82 Million
0.29% of portfolio
|
Q3 2024
Added 815.66%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
8,897
shares
|
$4.79 Million
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
8,765
shares
|
$4.72 Million
0.18% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
8,755
shares
|
$4.72 Million
1.38% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
8,748
shares
|
$4.71 Million
2.11% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
8,738
shares
|
$4.71 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,699
shares
|
$4.68 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,699
shares
|
$4.68 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,548
shares
|
$4.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,543
shares
|
$4.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,519
shares
|
$4.59 Million
0.75% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
8,478
shares
|
$4.57 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,470
shares
|
$4.56 Million
0.19% of portfolio
|
Q3 2024
Reduced 37.4%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
8,460
shares
|
$4.56 Million
0.15% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
8,407
shares
|
$4.53 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,379
shares
|
$4.51 Million
0.29% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
8,378
shares
|
$4.51 Million
0.13% of portfolio
|
Q3 2024
Reduced 69.56%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,366
shares
|
$4.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
8,338
shares
|
$4.49 Million
0.25% of portfolio
|
Q3 2024
Added 94.45%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
8,332
shares
|
$4.49 Million
0.17% of portfolio
|
Q3 2024
Added 6.11%
|