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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,466
shares
|
$794,572
0.11% of portfolio
|
Q3 2024
Added 33.52%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,465
shares
|
$794,030
0.06% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,465
shares
|
$794,030
0.02% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
1,463
shares
|
$792,946
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,457
shares
|
$789,694
0.13% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Nov 07, 2024 Q3 2024 |
1,455
shares
|
$788,610
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
1,440
shares
|
$780,480
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,430
shares
|
$775,060
0.15% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
1,429
shares
|
$774,518
0.09% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,423
shares
|
$771,266
0.13% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
1,421
shares
|
$770,182
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,415
shares
|
$766,930
0.09% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,414
shares
|
$766,388
0.52% of portfolio
|
Q4 2023
Reduced 24.26%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
1,409
shares
|
$763,678
0.14% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
1,406
shares
|
$762,052
0.13% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,403
shares
|
$760,426
0.02% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,402
shares
|
$759,884
0.2% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
1,400
shares
|
$758,800
0.04% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,398
shares
|
$757,716
0.19% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,397
shares
|
$757,174
0.25% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,390
shares
|
$753,380
0.35% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,388
shares
|
$752,296
0.07% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,379
shares
|
$747,418
0.07% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
1,363
shares
|
$738,746
0.04% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
1,362
shares
|
$738,204
0.05% of portfolio
|
Q3 2024
Reduced 6.58%
|