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 2,338 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
641
shares
|
$315,410
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
641
shares
|
$315,410
0.01% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
639
shares
|
$314,426
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Northcape Capital Pty LTD
|
Jan 07, 2025 Q4 2024 |
638
shares
|
$313,934
0.05% of portfolio
|
Q4 2024
Reduced 42.98%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
637
shares
|
$313,442
0.05% of portfolio
|
Q4 2024
Added 19.51%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
637
shares
|
$313,442
0.01% of portfolio
|
Q4 2024
Added 132.48%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
636
shares
|
$312,950
0.1% of portfolio
|
Q4 2024
Reduced 32.34%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
636
shares
|
$312,950
0.03% of portfolio
|
Q4 2024
Reduced 39.89%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
634
shares
|
$311,966
0.06% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
634
shares
|
$311,966
0.01% of portfolio
|
Q4 2024
Added 36.64%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
632
shares
|
$310,981
0.22% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
630
shares
|
$309,997
0.09% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
629
shares
|
$309,505
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
625
shares
|
$307,537
0.05% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
624
shares
|
$307,045
0.05% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
622
shares
|
$306,061
0.01% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
622
shares
|
$306,061
0.02% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
621
shares
|
$305,569
0.06% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
621
shares
|
$305,569
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
618
shares
|
$304,093
0.06% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
616
shares
|
$303,108
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
615
shares
|
$302,616
0.22% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
613
shares
|
$301,632
0.18% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
613
shares
|
$301,632
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
610
shares
|
$300,156
0.01% of portfolio
|
Q4 2024
Reduced 3.17%
|