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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
1,817
shares
|
$868,871
0.46% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
1,817
shares
|
$868,871
0.17% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,816
shares
|
$868,393
0.06% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,813
shares
|
$866,958
0.25% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,811
shares
|
$866,002
0.05% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
1,811
shares
|
$866,002
0.19% of portfolio
|
Q2 2025
Added 82.19%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,809
shares
|
$865,045
0.65% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,806
shares
|
$863,611
0.28% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,803
shares
|
$862,176
0.52% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
1,803
shares
|
$862,176
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,800
shares
|
$860,742
0.06% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
1,800
shares
|
$860,742
0.52% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,795
shares
|
$858,351
0.05% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
1,794
shares
|
$857,872
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
1,793
shares
|
$857,394
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,791
shares
|
$856,438
0.08% of portfolio
|
Q2 2025
Added 218.68%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,791
shares
|
$856,438
0.03% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,786
shares
|
$854,047
0.1% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
1,786
shares
|
$854,047
0.04% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
1,781
shares
|
$851,656
0.35% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,770
shares
|
$846,396
0.17% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
1,766
shares
|
$844,483
0.42% of portfolio
|
Q2 2025
Added 78.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,764
shares
|
$843,527
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,760
shares
|
$841,614
0.1% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,750
shares
|
$836,832
0.05% of portfolio
|
Q2 2025
Added 30.21%
|