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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
980
shares
|
$468,626
0.14% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
980
shares
|
$468,626
0.03% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
980
shares
|
$468,626
0.32% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
978
shares
|
$467,669
0.06% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
975
shares
|
$466,235
0.02% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
973
shares
|
$465,278
0.09% of portfolio
|
Q2 2025
Added 38.01%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
972
shares
|
$464,800
0.15% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
967
shares
|
$462,409
0.25% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
965
shares
|
$461,453
0.39% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
960
shares
|
$459,062
0.08% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
959
shares
|
$458,584
0.39% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
958
shares
|
$458,106
0.05% of portfolio
|
Q2 2025
Added 97.93%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
956
shares
|
$457,149
0.4% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
955
shares
|
$456,671
0.06% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
955
shares
|
$456,671
0.12% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
952
shares
|
$455,236
0.04% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
950
shares
|
$454,280
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
950
shares
|
$454,280
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
950
shares
|
$454,280
0.33% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
942
shares
|
$450,454
0.19% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
938
shares
|
$448,542
0.02% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
937
shares
|
$448,064
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
936
shares
|
$447,585
0.36% of portfolio
|
Q4 2023
Added 4.0%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
934
shares
|
$446,629
0.12% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
934
shares
|
$446,629
0.4% of portfolio
|
Q2 2025
Reduced 73.03%
|