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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
516
shares
|
$253,773
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
515
shares
|
$253,282
0.01% of portfolio
|
Q2 2024
Reduced 42.39%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
513
shares
|
$252,298
0.05% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
513
shares
|
$252,298
0.05% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
513
shares
|
$252,298
0.04% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
512
shares
|
$251,806
0.08% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
512
shares
|
$251,806
0.06% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
511
shares
|
$251,314
0.06% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
510
shares
|
$250,823
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
507
shares
|
$249,347
0.04% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
504
shares
|
$247,872
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
504
shares
|
$247,872
0.07% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
503
shares
|
$247,380
0.02% of portfolio
|
Q4 2024
Added 151.5%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
503
shares
|
$247,380
0.18% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
500
shares
|
$245,905
0.09% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$245,905
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$245,905
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
500
shares
|
$245,905
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
499
shares
|
$245,413
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
499
shares
|
$245,413
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
498
shares
|
$244,921
0.1% of portfolio
|
Q4 2024
Added 184.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
496
shares
|
$243,937
0.04% of portfolio
|
Q4 2024
Reduced 39.95%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
496
shares
|
$243,937
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
495
shares
|
$243,445
0.14% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
495
shares
|
$243,445
0.05% of portfolio
|
Q4 2024
New holding
|