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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
429
shares
|
$235,036
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
427
shares
|
$233,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
427
shares
|
$233,940
0.03% of portfolio
|
Q3 2024
Added 32.61%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
426
shares
|
$233,392
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
425
shares
|
$232,844
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
424
shares
|
$232,296
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
423
shares
|
$231,749
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
423
shares
|
$231,749
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
423
shares
|
$231,749
0.05% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
423
shares
|
$231,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
422
shares
|
$231,201
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
421
shares
|
$230,653
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
421
shares
|
$230,653
0.18% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
421
shares
|
$230,653
0.12% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
419
shares
|
$229,557
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
417
shares
|
$228,461
0.19% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
417
shares
|
$228,461
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
417
shares
|
$228,461
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
415
shares
|
$227,366
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
414
shares
|
$226,818
0.0% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
413
shares
|
$226,270
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
412
shares
|
$225,722
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
412
shares
|
$225,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
410
shares
|
$224,626
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
408
shares
|
$223,530
0.04% of portfolio
|
Q3 2024
New holding
|