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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,790
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 27.34%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,784
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,776
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,775
shares
|
$1.49 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,771
shares
|
$1.49 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
2,770
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.98%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,761
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,747
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,738
shares
|
$1.47 Million
0.7% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Tb Alternative Assets Ltd.
|
Oct 21, 2024 Q3 2024 |
2,720
shares
|
$1.46 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,689
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,689
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
2,681
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,669
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2024
Added 315.09%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,668
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,659
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,656
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,655
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
2,636
shares
|
$1.42 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
2,608
shares
|
$1.4 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,594
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,589
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
2,583
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.44%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,579
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
2,575
shares
|
$1.39 Million
0.75% of portfolio
|
Q3 2024
Added 3.0%
|