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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,581
shares
|
$1.94 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
3,574
shares
|
$1.94 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,563
shares
|
$1.93 Million
0.42% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,543
shares
|
$1.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,542
shares
|
$1.92 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
3,534
shares
|
$1.92 Million
0.5% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,531
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
3,526
shares
|
$1.91 Million
0.32% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
3,525
shares
|
$1.91 Million
0.53% of portfolio
|
Q1 2023
Added 5.54%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,523
shares
|
$1.91 Million
0.25% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
3,519
shares
|
$1.91 Million
0.48% of portfolio
|
Q3 2024
Added 479.74%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
3,509
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
3,505
shares
|
$1.9 Million
1.16% of portfolio
|
Q4 2023
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,492
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,444
shares
|
$1.87 Million
0.24% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,444
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,437
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,405
shares
|
$1.85 Million
0.33% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
3,396
shares
|
$1.84 Million
0.6% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,385
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
3,380
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,359
shares
|
$1.82 Million
0.2% of portfolio
|
Q3 2024
Added 41.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,351
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
3,345
shares
|
$1.81 Million
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
3,333
shares
|
$1.81 Million
1.77% of portfolio
|
Q4 2023
Reduced 4.64%
|