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 2,564 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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,940
shares
|
$4.28 Million
0.4% of portfolio
|
Q2 2025
Added 349.47%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,886
shares
|
$4.25 Million
0.06% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,836
shares
|
$4.23 Million
0.11% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
8,828
shares
|
$4.22 Million
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Jul 31, 2025 Q2 2025 |
8,823
shares
|
$4.22 Million
0.17% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
8,760
shares
|
$4.19 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
8,699
shares
|
$4.16 Million
0.28% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
8,661
shares
|
$4.14 Million
0.41% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,641
shares
|
$4.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,604
shares
|
$4.11 Million
0.09% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
8,517
shares
|
$4.07 Million
0.24% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
8,516
shares
|
$4.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,493
shares
|
$4.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 67.79%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
8,460
shares
|
$4.05 Million
0.16% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,401
shares
|
$4.02 Million
0.14% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
8,392
shares
|
$4.01 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,330
shares
|
$3.98 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
8,320
shares
|
$3.98 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,319
shares
|
$3.98 Million
0.06% of portfolio
|
Q2 2025
Added 54.4%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
8,298
shares
|
$3.97 Million
0.79% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
8,240
shares
|
$3.94 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,219
shares
|
$3.93 Million
0.08% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
8,206
shares
|
$3.92 Million
1.5% of portfolio
|
Q2 2025
Reduced 54.7%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
8,192
shares
|
$3.92 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
8,120
shares
|
$3.88 Million
2.08% of portfolio
|
Q2 2025
Reduced 3.1%
|