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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,156
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
2,148
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
2,148
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,147
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,141
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
2,136
shares
|
$1.02 Million
0.41% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
2,136
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Added 31.12%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
2,133
shares
|
$1.02 Million
0.31% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
2,130
shares
|
$1.02 Million
0.24% of portfolio
|
Q2 2025
Added 46.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,129
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,124
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,122
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,121
shares
|
$1.01 Million
0.46% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,121
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,117
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
2,114
shares
|
$1.01 Million
0.56% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,100
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,100
shares
|
$1 Million
0.26% of portfolio
|
Q4 2023
Reduced 86.09%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,080
shares
|
$994,635
0.15% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,080
shares
|
$994,635
0.13% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,080
shares
|
$994,635
0.18% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,075
shares
|
$992,244
0.02% of portfolio
|
Q4 2021
Added 192.25%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,074
shares
|
$991,766
0.11% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,069
shares
|
$989,375
0.91% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,068
shares
|
$988,896
0.0% of portfolio
|
Q2 2023
Reduced 19.66%
|