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 $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
135
shares
|
$73,962
0.05% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
135
shares
|
$73,962
0.02% of portfolio
|
Q1 2024
Reduced 50.91%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
135
shares
|
$73,962
0.04% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
132
shares
|
$72,318
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
132
shares
|
$72,318
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
130
shares
|
$71,223
0.03% of portfolio
|
Q1 2022
Reduced 13.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
130
shares
|
$71,223
0.02% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
129
shares
|
$70,675
0.01% of portfolio
|
Q3 2024
Added 152.94%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
126
shares
|
$69,031
0.01% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
126
shares
|
$69,031
0.0% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
126
shares
|
$69,031
0.0% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
124
shares
|
$67,935
0.01% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
123
shares
|
$67,388
0.02% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
123
shares
|
$67,388
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
121
shares
|
$66,292
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$65,744
0.15% of portfolio
|
Q3 2024
Reduced 67.57%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
120
shares
|
$65,744
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
120
shares
|
$65,744
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
114
shares
|
$62,457
0.0% of portfolio
|
Q3 2024
Reduced 34.86%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
113
shares
|
$61,909
0.03% of portfolio
|
Q4 2023
Reduced 23.13%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
112
shares
|
$61,361
0.02% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
112
shares
|
$61,361
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
111
shares
|
$60,813
0.0% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
111
shares
|
$60,813
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
108
shares
|
$59,169
0.01% of portfolio
|
Q2 2024
Added 5.88%
|