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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,017
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
3,000
shares
|
$1.62 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,992
shares
|
$1.61 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,972
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
2,942
shares
|
$1.58 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,941
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 67.89%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,941
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
2,940
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
2,933
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,923
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
2,923
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Added 356.72%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,920
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.18%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
2,920
shares
|
$1.57 Million
1.21% of portfolio
|
Q1 2022
Reduced 10.79%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,919
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,911
shares
|
$1.57 Million
0.45% of portfolio
|
Q4 2023
Added 14.25%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,911
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,900
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,892
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,887
shares
|
$1.55 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
2,857
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,843
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2,816
shares
|
$1.52 Million
0.46% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
2,815
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
2,809
shares
|
$1.51 Million
1.01% of portfolio
|
Q2 2022
Added 5.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,800
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.01%
|