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 2,563 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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
2,809
shares
|
$1.34 Million
1.01% of portfolio
|
Q2 2022
Added 5.21%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
2,798
shares
|
$1.34 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
2,793
shares
|
$1.34 Million
0.84% of portfolio
|
Q2 2025
Added 267.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,773
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,771
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,770
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,769
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,766
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
2,738
shares
|
$1.31 Million
0.93% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,734
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Parnassus Investments, LLC
|
Aug 06, 2025 Q2 2025 |
2,712
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
2,698
shares
|
$1.29 Million
0.84% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,697
shares
|
$1.29 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
2,693
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
2,692
shares
|
$1.29 Million
0.51% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,687
shares
|
$1.28 Million
0.27% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,681
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Chapman Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,676
shares
|
$1.28 Million
1.05% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
2,675
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,669
shares
|
$1.28 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,664
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,644
shares
|
$1.26 Million
2.34% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,643
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,640
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
2,636
shares
|
$1.26 Million
0.35% of portfolio
|
Q2 2025
Added 0.3%
|