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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,958
shares
|
$936,296
0.11% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
1,956
shares
|
$935,339
0.84% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,955
shares
|
$934,861
0.13% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,955
shares
|
$934,861
0.35% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,953
shares
|
$933,905
0.05% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,931
shares
|
$923,384
0.04% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,923
shares
|
$919,559
0.13% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
1,920
shares
|
$918,124
0.2% of portfolio
|
Q2 2025
Added 39.84%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
1,919
shares
|
$917,646
0.45% of portfolio
|
Q2 2025
Added 58.46%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
1,911
shares
|
$913,821
0.99% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,897
shares
|
$907,126
0.08% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,895
shares
|
$906,170
0.07% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,891
shares
|
$904,257
0.61% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,891
shares
|
$904,257
0.15% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,890
shares
|
$903,779
0.08% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,876
shares
|
$897,084
0.08% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,876
shares
|
$897,084
0.27% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,872
shares
|
$895,171
0.14% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,870
shares
|
$894,215
0.73% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,866
shares
|
$892,302
0.14% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
1,863
shares
|
$890,867
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,849
shares
|
$884,173
0.08% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
1,848
shares
|
$883,695
0.05% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,847
shares
|
$883,216
0.05% of portfolio
|
Q2 2025
Added 29.8%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,839
shares
|
$879,391
0.1% of portfolio
|
Q2 2025
Added 519.19%
|