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 2,339 institutions that hold shares in the stock, with a total of 289 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
676
shares
|
$332,483
0.17% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
675
shares
|
$331,992
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
671
shares
|
$330,024
0.09% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
669
shares
|
$329,040
0.12% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
668
shares
|
$328,549
0.07% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
667
shares
|
$328,057
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
667
shares
|
$328,057
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
665
shares
|
$327,073
0.08% of portfolio
|
Q4 2024
Reduced 43.21%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
665
shares
|
$327,073
0.04% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
660
shares
|
$324,614
0.09% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
660
shares
|
$324,614
0.13% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
658
shares
|
$323,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
658
shares
|
$323,630
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
657
shares
|
$323,138
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
657
shares
|
$323,138
0.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
656
shares
|
$322,647
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
655
shares
|
$322,155
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
655
shares
|
$322,155
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
654
shares
|
$321,663
0.11% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
653
shares
|
$321,171
0.01% of portfolio
|
Q4 2024
Added 33.27%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
653
shares
|
$321,171
0.05% of portfolio
|
Q4 2024
Reduced 20.17%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
646
shares
|
$317,728
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
645
shares
|
$317,236
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
643
shares
|
$316,253
0.15% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
642
shares
|
$315,761
0.21% of portfolio
|
Q4 2024
Reduced 15.64%
|