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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
624
shares
|
$298,390
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
622
shares
|
$297,434
0.03% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
622
shares
|
$297,434
0.02% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
621
shares
|
$296,955
0.02% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
621
shares
|
$296,955
0.09% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
620
shares
|
$296,477
0.1% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
620
shares
|
$296,477
0.03% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
617
shares
|
$295,043
0.31% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
616
shares
|
$294,565
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
616
shares
|
$294,565
0.3% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
615
shares
|
$294,086
0.12% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
615
shares
|
$294,086
0.21% of portfolio
|
Q2 2025
Reduced 51.76%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
614
shares
|
$293,608
0.06% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
614
shares
|
$293,608
0.06% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
614
shares
|
$293,608
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
613
shares
|
$293,130
0.01% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
613
shares
|
$293,130
0.18% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
613
shares
|
$293,130
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
613
shares
|
$293,130
0.03% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
612
shares
|
$292,652
0.1% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
604
shares
|
$288,826
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
603
shares
|
$288,348
0.05% of portfolio
|
Q2 2025
Added 43.57%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
603
shares
|
$288,348
0.12% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
602
shares
|
$287,870
0.07% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
602
shares
|
$287,870
0.2% of portfolio
|
Q1 2025
Reduced 4.75%
|