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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,536
shares
|
$832,512
0.16% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,536
shares
|
$832,512
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,534
shares
|
$831,428
0.13% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,532
shares
|
$830,344
0.07% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,526
shares
|
$827,092
0.06% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,524
shares
|
$826,008
0.07% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,522
shares
|
$824,924
0.02% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,520
shares
|
$823,840
0.27% of portfolio
|
Q2 2022
Reduced 3.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,518
shares
|
$822,756
0.03% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,515
shares
|
$821,130
0.29% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,512
shares
|
$819,504
0.02% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,512
shares
|
$819,504
0.01% of portfolio
|
Q2 2020
Reduced 4.94%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,508
shares
|
$817,336
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,508
shares
|
$817,336
0.04% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
1,501
shares
|
$813,542
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$813,000
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
1,497
shares
|
$811,374
0.35% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,494
shares
|
$809,748
0.06% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
1,492
shares
|
$808,664
0.05% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,479
shares
|
$801,618
0.02% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
1,478
shares
|
$801,076
0.16% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,478
shares
|
$801,076
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,475
shares
|
$799,450
0.2% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
1,475
shares
|
$799,450
0.08% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,474
shares
|
$798,908
0.04% of portfolio
|
Q4 2022
Reduced 0.14%
|