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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,297
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
3,290
shares
|
$1.78 Million
0.63% of portfolio
|
Q3 2024
Added 23400.0%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,276
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
3,276
shares
|
$1.78 Million
0.55% of portfolio
|
Q4 2023
Added 84.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,256
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,254
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2024
Added 60.85%
|
|
|
Granite Shares Advisors LLC
|
Oct 28, 2024 Q3 2024 |
3,250
shares
|
$1.76 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
3,248
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,243
shares
|
$1.76 Million
0.25% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,236
shares
|
$1.75 Million
0.23% of portfolio
|
Q3 2024
Added 218.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3,232
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 32.38%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,230
shares
|
$1.75 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,197
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,174
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 33.7%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
3,165
shares
|
$1.72 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,164
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2022
Added 4.15%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$1.68 Million
0.14% of portfolio
|
Q2 2024
Added 27.28%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
3,072
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
3,070
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,068
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
3,068
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
3,050
shares
|
$1.65 Million
1.25% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,049
shares
|
$1.65 Million
0.71% of portfolio
|
Q3 2024
Added 382.44%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
3,046
shares
|
$1.65 Million
0.34% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,027
shares
|
$1.64 Million
2.71% of portfolio
|
Q3 2024
Reduced 40.26%
|