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 |
|---|---|---|---|---|---|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,145
shares
|
$3.33 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,120
shares
|
$3.32 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,095
shares
|
$3.3 Million
0.14% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
6,065
shares
|
$3.29 Million
2.09% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,038
shares
|
$3.27 Million
0.15% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
6,033
shares
|
$3.27 Million
0.39% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,966
shares
|
$3.23 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$3.22 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
5,917
shares
|
$3.21 Million
1.71% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
5,800
shares
|
$3.14 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,788
shares
|
$3.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
5,775
shares
|
$3.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
5,773
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Health Cor Management, L.P.
New York, NY |
Feb 14, 2023 Q4 2022 |
5,750
shares
|
$3.12 Million
1.44% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,744
shares
|
$3.11 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,740
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
5,709
shares
|
$3.09 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,701
shares
|
$3.09 Million
0.03% of portfolio
|
Q3 2024
Added 49.16%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
5,701
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
5,693
shares
|
$3.09 Million
0.35% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
5,686
shares
|
$3.08 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
5,671
shares
|
$3.07 Million
0.16% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,670
shares
|
$3.07 Million
0.07% of portfolio
|
Q2 2024
Reduced 24.06%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
5,665
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,636
shares
|
$3.05 Million
3.35% of portfolio
|
Q3 2024
Reduced 23.09%
|