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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
705
shares
|
$337,123
0.03% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
705
shares
|
$337,123
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
703
shares
|
$336,167
0.23% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
700
shares
|
$334,733
0.05% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
700
shares
|
$334,733
0.23% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
695
shares
|
$332,342
0.08% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
691
shares
|
$330,429
0.09% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
690
shares
|
$329,951
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
690
shares
|
$329,951
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
685
shares
|
$327,560
0.12% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
682
shares
|
$326,125
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
681
shares
|
$325,647
0.11% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
680
shares
|
$325,169
0.17% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
677
shares
|
$323,734
0.06% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
677
shares
|
$323,734
0.1% of portfolio
|
Q1 2025
Added 47.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
676
shares
|
$323,256
0.04% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
676
shares
|
$323,256
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
675
shares
|
$322,778
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
672
shares
|
$321,343
0.17% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
671
shares
|
$320,865
0.01% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
668
shares
|
$319,430
0.07% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
668
shares
|
$319,430
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
667
shares
|
$318,952
0.11% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
665
shares
|
$317,996
0.04% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
664
shares
|
$317,518
0.03% of portfolio
|
Q2 2025
Added 13.7%
|