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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
1,124
shares
|
$537,485
0.15% of portfolio
|
Q2 2025
Added 34.61%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
1,122
shares
|
$536,529
0.58% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,122
shares
|
$536,529
0.3% of portfolio
|
Q2 2023
Reduced 3.86%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,122
shares
|
$536,529
0.11% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
1,121
shares
|
$536,050
0.06% of portfolio
|
Q1 2025
Reduced 42.6%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,121
shares
|
$536,050
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,118
shares
|
$534,616
0.17% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
1,114
shares
|
$532,703
0.17% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,112
shares
|
$531,747
0.01% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
1,110
shares
|
$530,790
0.13% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,110
shares
|
$530,790
0.05% of portfolio
|
Q2 2025
Reduced 47.07%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,109
shares
|
$530,312
0.08% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,109
shares
|
$530,312
0.02% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,108
shares
|
$529,834
0.04% of portfolio
|
Q2 2023
Added 4.82%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
1,106
shares
|
$528,878
0.03% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
1,104
shares
|
$527,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,101
shares
|
$526,487
0.04% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,099
shares
|
$525,530
0.07% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
1,095
shares
|
$523,618
0.25% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,093
shares
|
$522,661
0.03% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
1,093
shares
|
$522,661
0.05% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,091
shares
|
$521,705
0.34% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,091
shares
|
$521,705
0.18% of portfolio
|
Q3 2022
Added 1.02%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,091
shares
|
$521,705
0.11% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,088
shares
|
$520,270
0.09% of portfolio
|
Q2 2025
Added 0.37%
|