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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
965
shares
|
$519,700
0.16% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
962
shares
|
$518,085
0.02% of portfolio
|
Q3 2024
Reduced 53.41%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
959
shares
|
$516,469
0.26% of portfolio
|
Q3 2024
Added 28.72%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$515,930
0.05% of portfolio
|
Q3 2024
Added 102.97%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
951
shares
|
$512,161
0.28% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
950
shares
|
$511,622
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
947
shares
|
$510,006
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
940
shares
|
$506,236
0.14% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
940
shares
|
$506,236
0.04% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
936
shares
|
$504,082
0.37% of portfolio
|
Q4 2023
Added 4.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
935
shares
|
$503,544
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
935
shares
|
$503,544
0.12% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
934
shares
|
$503,005
0.21% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
929
shares
|
$500,312
0.46% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
927
shares
|
$499,235
0.02% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
921
shares
|
$496,004
0.04% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
918
shares
|
$494,388
0.25% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
914
shares
|
$492,234
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
903
shares
|
$486,310
0.03% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
903
shares
|
$486,310
0.02% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
900
shares
|
$484,694
0.11% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
900
shares
|
$484,694
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
900
shares
|
$484,694
0.03% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
900
shares
|
$484,694
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$484,694
0.1% of portfolio
|
Q3 2024
New holding
|