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 1,885 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
8
shares
|
$3,216
0.0% of portfolio
|
Q4 2023
New holding
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
7
shares
|
$2,814
0.0% of portfolio
|
Q1 2024
New holding
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
May 15, 2024 Q1 2024 |
7
shares
|
$2,814
0.03% of portfolio
|
Q1 2024
Reduced 99.72%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
7
shares
|
$2,814
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
7
shares
|
$2,814
0.0% of portfolio
|
Q1 2024
Reduced 81.58%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6
shares
|
$2,412
0.0% of portfolio
|
Q4 2021
New holding
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
6
shares
|
$2,412
0.0% of portfolio
|
Q4 2021
Added 200.0%
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
6
shares
|
$2,412
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
6
shares
|
$2,412
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
5
shares
|
$2,010
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
4
shares
|
$1,608
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
3
shares
|
$1,206
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$1,206
0.0% of portfolio
|
Q1 2023
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3
shares
|
$1,206
0.0% of portfolio
|
Q1 2023
Reduced 75.0%
|
|
Tctc Holdings, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
3
shares
|
$1,206
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
3
shares
|
$1,206
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
3
shares
|
$1,206
0.0% of portfolio
|
Q2 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2
shares
|
$804
0.0% of portfolio
|
Q3 2023
New holding
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
1
shares
|
$402
0.0% of portfolio
|
Q4 2023
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
1
shares
|
$402
0.0% of portfolio
|
Q2 2023
Reduced 99.89%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
1
shares
|
$402
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
1
shares
|
$402
0.02% of portfolio
|
Q1 2024
Reduced 91.67%
|