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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
7,470
shares
|
$3.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 49.68%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,460
shares
|
$3.57 Million
1.46% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
7,448
shares
|
$3.56 Million
0.03% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
7,429
shares
|
$3.55 Million
1.46% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
7,325
shares
|
$3.5 Million
0.35% of portfolio
|
Q2 2025
Added 146.72%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,323
shares
|
$3.5 Million
0.04% of portfolio
|
Q2 2025
Added 33.29%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,320
shares
|
$3.5 Million
0.64% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,302
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Added 142.11%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
7,275
shares
|
$3.48 Million
0.4% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
7,265
shares
|
$3.47 Million
0.93% of portfolio
|
Q2 2025
Reduced 59.17%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,259
shares
|
$3.47 Million
0.19% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
7,258
shares
|
$3.47 Million
1.47% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Aug 07, 2025 Q2 2025 |
7,252
shares
|
$3.47 Million
1.53% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
7,235
shares
|
$3.46 Million
0.15% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,230
shares
|
$3.46 Million
0.03% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
7,153
shares
|
$3.42 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,092
shares
|
$3.39 Million
0.03% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
7,070
shares
|
$3.38 Million
1.14% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,953
shares
|
$3.32 Million
1.61% of portfolio
|
Q3 2022
Added 44.76%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,901
shares
|
$3.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
6,900
shares
|
$3.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,852
shares
|
$3.28 Million
0.26% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
6,830
shares
|
$3.27 Million
0.1% of portfolio
|
Q2 2025
Added 173.2%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,816
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,814
shares
|
$3.26 Million
0.64% of portfolio
|
Q2 2025
Added 14.04%
|