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 |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
465
shares
|
$254,759
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
464
shares
|
$254,211
0.03% of portfolio
|
Q3 2024
Reduced 77.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
464
shares
|
$254,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
464
shares
|
$254,211
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
464
shares
|
$254,211
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
464
shares
|
$254,211
0.01% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
462
shares
|
$253,115
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
461
shares
|
$252,568
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
460
shares
|
$252,020
0.03% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
460
shares
|
$252,020
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
458
shares
|
$250,924
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
458
shares
|
$250,924
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
458
shares
|
$250,924
0.01% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
457
shares
|
$250,376
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
457
shares
|
$250,376
0.13% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
457
shares
|
$250,376
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
456
shares
|
$249,828
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
456
shares
|
$249,828
0.09% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
454
shares
|
$248,732
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
453
shares
|
$248,185
0.07% of portfolio
|
Q4 2023
Reduced 22.3%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
452
shares
|
$247,637
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
451
shares
|
$247,089
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
450
shares
|
$246,541
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
450
shares
|
$246,541
0.02% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
450
shares
|
$246,541
0.09% of portfolio
|
Q2 2024
New holding
|