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 |
|---|---|---|---|---|---|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
510
shares
|
$243,876
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
509
shares
|
$243,398
0.02% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
508
shares
|
$242,920
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
508
shares
|
$242,920
0.07% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
508
shares
|
$242,920
0.08% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
507
shares
|
$242,442
0.17% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
506
shares
|
$241,964
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
504
shares
|
$241,007
0.02% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
504
shares
|
$241,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
504
shares
|
$241,007
0.02% of portfolio
|
Q2 2025
Reduced 95.62%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
503
shares
|
$240,529
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
502
shares
|
$240,051
0.07% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
502
shares
|
$240,051
0.1% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$239,095
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$239,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
500
shares
|
$239,095
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
500
shares
|
$239,095
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
498
shares
|
$238,138
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
498
shares
|
$238,138
0.22% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
496
shares
|
$237,182
0.1% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
496
shares
|
$237,182
0.04% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
495
shares
|
$236,704
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
494
shares
|
$236,225
0.0% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
493
shares
|
$235,747
0.04% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
491
shares
|
$234,791
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|