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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
521
shares
|
$285,440
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
521
shares
|
$285,440
0.08% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
520
shares
|
$284,892
0.03% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
519
shares
|
$284,344
0.02% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
519
shares
|
$284,344
0.03% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
515
shares
|
$282,153
0.04% of portfolio
|
Q3 2024
Reduced 88.83%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
515
shares
|
$282,153
0.01% of portfolio
|
Q2 2024
Reduced 42.39%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
511
shares
|
$279,961
0.06% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
510
shares
|
$279,413
0.01% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
509
shares
|
$278,865
0.16% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
508
shares
|
$278,317
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
507
shares
|
$277,770
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
506
shares
|
$277,222
0.1% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
505
shares
|
$276,674
0.18% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
504
shares
|
$276,126
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
503
shares
|
$275,578
0.05% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
502
shares
|
$275,030
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$273,935
0.08% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
500
shares
|
$273,935
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$273,935
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
500
shares
|
$273,935
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
499
shares
|
$273,387
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
499
shares
|
$273,387
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
497
shares
|
$272,291
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
495
shares
|
$271,195
0.03% of portfolio
|
Q2 2024
New holding
|