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 |
|---|---|---|---|---|---|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,189
shares
|
$640,335
0.22% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,183
shares
|
$637,104
0.07% of portfolio
|
Q3 2023
Reduced 1.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,182
shares
|
$636,566
0.1% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,181
shares
|
$636,027
0.21% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,179
shares
|
$634,950
0.06% of portfolio
|
Q3 2024
Reduced 22.59%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,174
shares
|
$632,257
0.13% of portfolio
|
Q2 2024
Added 7.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,174
shares
|
$632,257
0.07% of portfolio
|
Q3 2023
Reduced 3.22%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,172
shares
|
$631,180
0.14% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
1,171
shares
|
$630,642
0.06% of portfolio
|
Q3 2024
Reduced 95.84%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
1,165
shares
|
$627,410
0.1% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,164
shares
|
$626,872
0.26% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,164
shares
|
$626,872
0.03% of portfolio
|
Q4 2022
Reduced 58.74%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,161
shares
|
$625,256
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,160
shares
|
$624,718
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,159
shares
|
$624,179
0.03% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
1,158
shares
|
$623,640
0.19% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,158
shares
|
$623,640
0.17% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,155
shares
|
$622,025
0.06% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
1,153
shares
|
$620,948
0.07% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,150
shares
|
$619,332
0.17% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
1,150
shares
|
$619,332
0.24% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,148
shares
|
$618,255
0.02% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
1,147
shares
|
$617,716
0.35% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,145
shares
|
$616,639
0.4% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
1,144
shares
|
$616,101
0.07% of portfolio
|
Q3 2024
Added 0.62%
|