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 2,136 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
1,065
shares
|
$583,481
0.05% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,064
shares
|
$582,933
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$582,385
0.33% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,058
shares
|
$579,646
0.04% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$575,263
0.02% of portfolio
|
Q4 2023
Reduced 13.93%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
1,049
shares
|
$574,715
0.07% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
1,049
shares
|
$574,715
0.05% of portfolio
|
Q2 2024
Added 15.91%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$574,715
0.01% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$573,072
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,044
shares
|
$571,976
0.07% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,041
shares
|
$570,332
0.04% of portfolio
|
Q3 2024
Added 57.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,040
shares
|
$569,784
0.03% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,037
shares
|
$568,141
0.01% of portfolio
|
Q1 2023
Reduced 60.57%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,035
shares
|
$567,045
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,034
shares
|
$566,497
0.18% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
1,029
shares
|
$563,758
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
1,028
shares
|
$563,210
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,026
shares
|
$562,114
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
1,025
shares
|
$561,566
0.16% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,024
shares
|
$561,018
0.05% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,024
shares
|
$561,018
0.05% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
1,023
shares
|
$560,471
0.15% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,021
shares
|
$559,375
0.03% of portfolio
|
Q3 2024
Reduced 72.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$558,827
0.02% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,016
shares
|
$556,635
0.28% of portfolio
|
Q3 2024
Added 2.01%
|