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 2,340 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $145 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Senator Investment Group LP
New York, NY |
Feb 13, 2025 Q4 2024 |
2,174
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2024
Reduced 97.86%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,172
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
2,171
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
2,169
shares
|
$1.07 Million
0.96% of portfolio
|
Q4 2024
Reduced 20.78%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,156
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 65.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,148
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
2,139
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
2,135
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 36.17%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,132
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
2,125
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,125
shares
|
$1.05 Million
0.63% of portfolio
|
Q1 2023
Reduced 9.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,124
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,117
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,104
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,101
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,100
shares
|
$1.04 Million
0.26% of portfolio
|
Q4 2023
Reduced 86.09%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
2,100
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,089
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
2,089
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,087
shares
|
$1.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,087
shares
|
$1.03 Million
0.29% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,085
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 79.28%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
2,081
shares
|
$1.03 Million
0.67% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,078
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,075
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2021
Added 192.25%
|