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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,748
shares
|
$835,876
0.08% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,748
shares
|
$835,876
0.41% of portfolio
|
Q2 2025
Added 67.92%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,736
shares
|
$830,137
0.11% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,726
shares
|
$825,355
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,724
shares
|
$824,399
0.06% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$821,530
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$812,923
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,700
shares
|
$812,923
0.03% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
1,699
shares
|
$812,444
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
1,698
shares
|
$811,966
0.05% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,693
shares
|
$809,575
0.24% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,688
shares
|
$807,184
0.11% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,685
shares
|
$805,750
0.09% of portfolio
|
Q2 2023
Added 8.71%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
1,679
shares
|
$802,881
0.25% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,662
shares
|
$794,751
0.02% of portfolio
|
Q2 2022
Reduced 65.28%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,658
shares
|
$792,839
0.1% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,657
shares
|
$792,360
0.38% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,655
shares
|
$791,404
0.09% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,653
shares
|
$790,448
0.11% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,652
shares
|
$789,969
0.25% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
1,651
shares
|
$789,491
0.03% of portfolio
|
Q2 2025
Reduced 50.38%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
1,650
shares
|
$789,013
0.63% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
1,624
shares
|
$776,580
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
1,619
shares
|
$774,189
0.7% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
1,616
shares
|
$772,755
0.13% of portfolio
|
Q2 2025
Reduced 18.38%
|