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 2,138 institutions that hold shares in the stock, with a total of 286 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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
48
shares
|
$26,056
0.03% of portfolio
|
Q4 2022
Added 77.78%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
48
shares
|
$26,056
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
47
shares
|
$25,513
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
46
shares
|
$24,971
0.01% of portfolio
|
Q2 2024
Added 1433.33%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
45
shares
|
$24,428
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
43
shares
|
$23,342
0.0% of portfolio
|
Q4 2023
Added 72.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
42
shares
|
$22,799
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
41
shares
|
$22,256
0.0% of portfolio
|
Q2 2024
Reduced 28.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40
shares
|
$21,714
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
38
shares
|
$20,628
0.01% of portfolio
|
Q2 2024
Added 11.76%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
36
shares
|
$19,542
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
36
shares
|
$19,542
0.01% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
35
shares
|
$18,999
0.01% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
34
shares
|
$18,456
0.0% of portfolio
|
Q2 2024
Reduced 74.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
34
shares
|
$18,456
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
34
shares
|
$18,456
0.01% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33
shares
|
$17,914
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
33
shares
|
$17,914
0.0% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
33
shares
|
$17,914
0.0% of portfolio
|
Q3 2024
Reduced 92.57%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
32
shares
|
$17,371
0.0% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
32
shares
|
$17,371
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$16,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
30
shares
|
$16,285
0.01% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
28
shares
|
$15,199
0.0% of portfolio
|
Q1 2024
Reduced 51.72%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
28
shares
|
$15,199
0.01% of portfolio
|
Q3 2024
Added 55.56%
|