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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
889
shares
|
$487,056
0.1% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
889
shares
|
$487,056
0.08% of portfolio
|
Q3 2024
Added 32.1%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
887
shares
|
$485,960
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
885
shares
|
$484,864
0.18% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
884
shares
|
$484,317
0.05% of portfolio
|
Q2 2024
Added 12.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
884
shares
|
$484,317
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
883
shares
|
$483,769
0.16% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
874
shares
|
$478,838
0.12% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
873
shares
|
$478,290
0.28% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
873
shares
|
$478,290
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
873
shares
|
$478,290
0.21% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
868
shares
|
$475,551
0.15% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
862
shares
|
$472,263
0.04% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
858
shares
|
$470,072
0.06% of portfolio
|
Q3 2024
Added 36.41%
|
|
|
Green Alpha Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
855
shares
|
$468,428
0.34% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
855
shares
|
$468,428
0.18% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
854
shares
|
$467,880
0.02% of portfolio
|
Q3 2024
Added 79.41%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
853
shares
|
$467,333
0.0% of portfolio
|
Q3 2024
Reduced 76.19%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
850
shares
|
$465,689
0.1% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
850
shares
|
$465,689
0.01% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
844
shares
|
$462,402
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
842
shares
|
$461,306
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
839
shares
|
$459,662
0.09% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
838
shares
|
$459,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
837
shares
|
$458,567
0.14% of portfolio
|
Q3 2024
Reduced 18.26%
|