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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,083
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
5,079
shares
|
$2.43 Million
2.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
5,071
shares
|
$2.42 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,047
shares
|
$2.41 Million
0.08% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,038
shares
|
$2.41 Million
0.09% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
5,036
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 78.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,020
shares
|
$2.4 Million
0.1% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
5,000
shares
|
$2.39 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,994
shares
|
$2.39 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
4,979
shares
|
$2.38 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,967
shares
|
$2.38 Million
0.68% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,961
shares
|
$2.37 Million
0.04% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
4,951
shares
|
$2.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
4,938
shares
|
$2.36 Million
0.46% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,929
shares
|
$2.36 Million
0.6% of portfolio
|
Q2 2025
Reduced 43.06%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
4,926
shares
|
$2.36 Million
0.84% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
4,909
shares
|
$2.35 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
4,900
shares
|
$2.34 Million
0.18% of portfolio
|
Q3 2024
Reduced 23.44%
|
|
|
Account Management LLC
|
Jul 23, 2025 Q2 2025 |
4,875
shares
|
$2.33 Million
2.91% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,873
shares
|
$2.33 Million
0.35% of portfolio
|
Q2 2025
Added 31.6%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,866
shares
|
$2.33 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
4,862
shares
|
$2.32 Million
0.16% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,855
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
4,841
shares
|
$2.31 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,835
shares
|
$2.31 Million
1.4% of portfolio
|
Q4 2024
New holding
|