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 |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
2,063
shares
|
$986,505
0.53% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,062
shares
|
$986,027
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,058
shares
|
$984,115
0.16% of portfolio
|
Q3 2021
Added 200.0%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,057
shares
|
$983,636
0.28% of portfolio
|
Q2 2025
Added 48.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$982,202
0.05% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
2,050
shares
|
$980,289
0.27% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
2,046
shares
|
$978,376
0.04% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
2,044
shares
|
$977,420
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
2,042
shares
|
$976,463
0.34% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,036
shares
|
$973,594
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,033
shares
|
$972,160
0.01% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,029
shares
|
$970,247
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
2,027
shares
|
$969,291
0.52% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
2,022
shares
|
$966,900
1.07% of portfolio
|
Q2 2025
Reduced 33.84%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$965,943
0.15% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
2,018
shares
|
$964,987
0.21% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,009
shares
|
$960,683
0.19% of portfolio
|
Q2 2025
Added 49.48%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
2,002
shares
|
$957,336
0.83% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$956,380
1.25% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$956,380
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$956,380
1.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,000
shares
|
$956,380
1.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,994
shares
|
$953,510
0.45% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,972
shares
|
$942,990
0.09% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,960
shares
|
$937,252
1.08% of portfolio
|
Q4 2024
Reduced 12.11%
|