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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,632
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
2,632
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,628
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,625
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,620
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 78.69%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,620
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Added 45.8%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
2,613
shares
|
$1.25 Million
0.74% of portfolio
|
Q2 2025
Added 53.44%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
2,593
shares
|
$1.24 Million
0.17% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,590
shares
|
$1.24 Million
0.27% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,587
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,582
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
2,578
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,574
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,574
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
2,573
shares
|
$1.23 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,570
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,564
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,554
shares
|
$1.22 Million
0.26% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
2,548
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
2,536
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,535
shares
|
$1.21 Million
0.7% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,532
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,528
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,527
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
2,517
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|