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 |
|---|---|---|---|---|---|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,100
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2023
Reduced 86.09%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,100
shares
|
$1.13 Million
0.47% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
2,100
shares
|
$1.13 Million
1.57% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,100
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
2,088
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,088
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,087
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,083
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
2,079
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,075
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2021
Added 192.25%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
2,071
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,068
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2023
Reduced 19.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,061
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,058
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2021
Added 200.0%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,057
shares
|
$1.11 Million
0.78% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,053
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,051
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
2,044
shares
|
$1.1 Million
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
2,035
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,006
shares
|
$1.08 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2024
New holding
|