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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,604
shares
|
$2.48 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,581
shares
|
$2.47 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Nov 15, 2024 Q3 2024 |
4,569
shares
|
$2.46 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,551
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,539
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2024
Added 43.41%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,500
shares
|
$2.42 Million
1.17% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,499
shares
|
$2.42 Million
1.8% of portfolio
|
Q3 2024
Reduced 90.21%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,480
shares
|
$2.41 Million
1.83% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
4,463
shares
|
$2.4 Million
0.34% of portfolio
|
Q3 2024
Added 84.8%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,451
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,432
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,421
shares
|
$2.38 Million
0.07% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
4,413
shares
|
$2.38 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
4,389
shares
|
$2.36 Million
0.79% of portfolio
|
Q3 2024
Reduced 48.38%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
4,377
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
4,376
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
4,375
shares
|
$2.36 Million
1.01% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
4,366
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,359
shares
|
$2.35 Million
0.23% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
4,358
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,355
shares
|
$2.35 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,354
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2024
Added 388.66%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Nov 13, 2024 Q3 2024 |
4,342
shares
|
$2.34 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,271
shares
|
$2.3 Million
0.13% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,260
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|