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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
805
shares
|
$433,532
0.06% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
803
shares
|
$432,455
0.17% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
801
shares
|
$431,378
0.03% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
801
shares
|
$431,378
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$430,839
0.06% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
800
shares
|
$430,839
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
789
shares
|
$424,915
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
787
shares
|
$423,838
0.02% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
786
shares
|
$423,300
0.07% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
786
shares
|
$423,300
0.03% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
784
shares
|
$422,223
0.27% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
784
shares
|
$422,223
0.21% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
783
shares
|
$421,684
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
778
shares
|
$418,991
0.01% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
774
shares
|
$416,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
773
shares
|
$416,299
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
770
shares
|
$414,683
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
766
shares
|
$412,529
0.13% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
764
shares
|
$411,452
0.01% of portfolio
|
Q1 2024
Added 1093.75%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
761
shares
|
$409,836
0.24% of portfolio
|
Q2 2024
Reduced 63.17%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
757
shares
|
$407,682
0.09% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
757
shares
|
$407,682
0.04% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
756
shares
|
$407,143
0.02% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
756
shares
|
$407,143
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
755
shares
|
$406,605
0.03% of portfolio
|
Q3 2024
Added 1.75%
|