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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$108,364
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
195
shares
|
$105,654
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
191
shares
|
$103,487
0.02% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
190
shares
|
$102,945
0.02% of portfolio
|
Q3 2022
Added 111.11%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
190
shares
|
$102,945
0.06% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
180
shares
|
$97,527
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
180
shares
|
$97,527
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
179
shares
|
$96,985
0.01% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
179
shares
|
$96,985
0.02% of portfolio
|
Q3 2024
Reduced 56.34%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
177
shares
|
$95,902
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
177
shares
|
$95,902
0.02% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
177
shares
|
$95,902
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
175
shares
|
$94,818
0.04% of portfolio
|
Q3 2024
Reduced 41.08%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
174
shares
|
$94,276
0.0% of portfolio
|
Q3 2024
Reduced 96.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
170
shares
|
$92,109
0.03% of portfolio
|
Q2 2022
Reduced 20.56%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
162
shares
|
$87,774
0.0% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
154
shares
|
$83,440
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
149
shares
|
$80,731
0.0% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
147
shares
|
$79,647
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
143
shares
|
$77,480
0.02% of portfolio
|
Q3 2024
Added 180.39%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
142
shares
|
$76,938
0.01% of portfolio
|
Q2 2024
Added 63.22%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
141
shares
|
$76,396
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
141
shares
|
$76,396
0.01% of portfolio
|
Q3 2024
Added 123.81%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$75,312
0.02% of portfolio
|
Q2 2023
Added 120.63%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
138
shares
|
$74,771
0.0% of portfolio
|
Q4 2020
Added 666.67%
|