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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
733
shares
|
$350,513
0.01% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
731
shares
|
$349,556
0.05% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
730
shares
|
$349,078
0.21% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
729
shares
|
$348,600
0.21% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
727
shares
|
$347,644
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
727
shares
|
$347,644
0.05% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
727
shares
|
$347,644
0.07% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
727
shares
|
$347,644
0.07% of portfolio
|
Q2 2025
Reduced 38.96%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
726
shares
|
$347,165
0.16% of portfolio
|
Q3 2022
Reduced 59.35%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
725
shares
|
$346,687
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
725
shares
|
$346,687
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
722
shares
|
$345,253
0.41% of portfolio
|
Q2 2025
Added 37.0%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
722
shares
|
$345,253
0.07% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
721
shares
|
$344,774
0.03% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
719
shares
|
$343,818
0.11% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
719
shares
|
$343,818
0.03% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
719
shares
|
$343,818
0.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
719
shares
|
$343,818
0.23% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
717
shares
|
$342,862
0.01% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
715
shares
|
$341,905
0.11% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
714
shares
|
$341,427
0.0% of portfolio
|
Q2 2025
Reduced 98.67%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
710
shares
|
$339,514
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
709
shares
|
$339,036
0.05% of portfolio
|
Q2 2025
Reduced 47.09%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
709
shares
|
$339,036
0.04% of portfolio
|
Q2 2022
Reduced 22.09%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
708
shares
|
$338,558
0.14% of portfolio
|
Q2 2025
Added 50.96%
|