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 |
|---|---|---|---|---|---|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 94.99%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
3,930
shares
|
$2.12 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
3,908
shares
|
$2.1 Million
0.29% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,907
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,885
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
3,882
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
3,880
shares
|
$2.09 Million
0.31% of portfolio
|
Q2 2024
Reduced 86.05%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,875
shares
|
$2.09 Million
1.75% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,849
shares
|
$2.07 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
3,847
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
3,832
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,773
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
3,765
shares
|
$2.03 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,747
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 27.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,733
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,720
shares
|
$2 Million
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,713
shares
|
$2 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,689
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,683
shares
|
$1.98 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
3,677
shares
|
$1.98 Million
0.14% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
3,658
shares
|
$1.97 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
3,641
shares
|
$1.96 Million
0.66% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,599
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,593
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
3,584
shares
|
$1.93 Million
1.45% of portfolio
|
Q3 2024
Reduced 11.98%
|