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 |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
713
shares
|
$383,986
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
710
shares
|
$382,370
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
709
shares
|
$381,831
0.04% of portfolio
|
Q2 2022
Reduced 22.09%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
709
shares
|
$381,831
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
708
shares
|
$381,293
0.18% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
707
shares
|
$380,754
0.01% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
706
shares
|
$380,216
0.09% of portfolio
|
Q3 2024
Reduced 35.35%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
705
shares
|
$379,677
0.18% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
702
shares
|
$378,062
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
701
shares
|
$377,523
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$376,984
0.02% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
700
shares
|
$376,984
0.0% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
700
shares
|
$376,984
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
700
shares
|
$376,984
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
699
shares
|
$376,446
0.13% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
690
shares
|
$371,599
0.03% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
683
shares
|
$367,829
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
681
shares
|
$366,752
0.11% of portfolio
|
Q3 2024
Reduced 42.34%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
680
shares
|
$366,213
0.02% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
676
shares
|
$364,059
0.17% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
675
shares
|
$363,521
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
673
shares
|
$362,444
0.05% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
673
shares
|
$362,444
0.03% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
668
shares
|
$359,751
0.06% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
667
shares
|
$359,212
0.09% of portfolio
|
Q4 2023
New holding
|