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 |
|---|---|---|---|---|---|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
1,406
shares
|
$672,335
0.49% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,403
shares
|
$670,900
0.02% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
1,399
shares
|
$668,987
0.22% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
1,397
shares
|
$668,031
0.14% of portfolio
|
Q2 2025
Added 207.03%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,396
shares
|
$667,553
0.23% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,395
shares
|
$667,075
0.02% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,392
shares
|
$665,640
0.04% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,387
shares
|
$663,249
0.41% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,380
shares
|
$659,902
0.14% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,375
shares
|
$657,511
0.26% of portfolio
|
Q2 2025
Reduced 84.27%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
1,372
shares
|
$656,076
0.09% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,371
shares
|
$655,598
0.1% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
1,371
shares
|
$655,598
0.29% of portfolio
|
Q2 2025
Added 46.01%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
1,370
shares
|
$655,120
0.1% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
1,370
shares
|
$655,120
0.14% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,366
shares
|
$653,207
0.04% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,361
shares
|
$650,816
0.02% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
1,361
shares
|
$650,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
1,359
shares
|
$649,860
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,358
shares
|
$649,382
0.12% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,354
shares
|
$647,469
0.24% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,342
shares
|
$641,730
0.01% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,340
shares
|
$640,774
0.07% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,338
shares
|
$639,818
0.05% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,332
shares
|
$636,949
0.09% of portfolio
|
Q2 2025
Added 6.65%
|