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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
622
shares
|
$340,775
0.02% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
621
shares
|
$340,227
0.04% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
621
shares
|
$340,227
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
620
shares
|
$339,679
0.12% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
618
shares
|
$338,583
0.06% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
616
shares
|
$337,487
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
615
shares
|
$336,940
0.1% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
615
shares
|
$336,940
0.11% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
613
shares
|
$335,844
0.08% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
613
shares
|
$335,844
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
612
shares
|
$335,296
0.05% of portfolio
|
Q2 2024
Reduced 24.72%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
609
shares
|
$333,652
0.05% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
605
shares
|
$331,461
0.01% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
605
shares
|
$331,461
0.05% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
604
shares
|
$330,913
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
600
shares
|
$328,722
0.17% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
600
shares
|
$328,722
0.19% of portfolio
|
Q3 2023
Closed
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
599
shares
|
$328,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
598
shares
|
$327,626
0.11% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
597
shares
|
$327,078
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
595
shares
|
$325,982
0.07% of portfolio
|
Q1 2024
Reduced 9.98%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
594
shares
|
$325,434
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
591
shares
|
$323,791
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
590
shares
|
$323,243
0.01% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
588
shares
|
$322,147
0.18% of portfolio
|
Q3 2024
Reduced 0.51%
|