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 |
|---|---|---|---|---|---|
|
Carroll Investors, Inc
|
Aug 13, 2025 Q2 2025 |
932
shares
|
$445,673
0.27% of portfolio
|
Q2 2025
Added 45.85%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
932
shares
|
$445,673
0.1% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
930
shares
|
$444,716
0.36% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
928
shares
|
$443,760
0.24% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
928
shares
|
$443,760
0.15% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
925
shares
|
$442,325
0.17% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
925
shares
|
$442,325
0.25% of portfolio
|
Q2 2025
Added 86.87%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
919
shares
|
$439,456
0.19% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
917
shares
|
$438,500
0.1% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
917
shares
|
$438,500
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
916
shares
|
$438,022
0.05% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
916
shares
|
$438,022
0.39% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
915
shares
|
$437,543
0.03% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
914
shares
|
$437,065
0.18% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
913
shares
|
$436,587
0.23% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
911
shares
|
$435,631
0.21% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
910
shares
|
$435,152
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
903
shares
|
$431,805
0.08% of portfolio
|
Q2 2025
Added 65.38%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
900
shares
|
$430,371
0.11% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
900
shares
|
$430,371
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
900
shares
|
$430,371
0.2% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
900
shares
|
$430,371
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
899
shares
|
$429,892
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
896
shares
|
$428,458
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
892
shares
|
$426,545
0.07% of portfolio
|
Q2 2025
Reduced 17.18%
|