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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$8,127
0.01% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
15
shares
|
$8,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
15
shares
|
$8,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
15
shares
|
$8,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
14
shares
|
$7,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
14
shares
|
$7,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
14
shares
|
$7,585
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
13
shares
|
$7,043
0.0% of portfolio
|
Q4 2023
Added 44.44%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
12
shares
|
$6,501
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
12
shares
|
$6,501
0.0% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11
shares
|
$5,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10
shares
|
$5,418
0.0% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
10
shares
|
$5,418
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
9
shares
|
$4,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9
shares
|
$4,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9
shares
|
$4,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$4,876
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
9
shares
|
$4,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
9
shares
|
$4,876
0.39% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
9
shares
|
$4,876
0.0% of portfolio
|
Q2 2024
Reduced 47.06%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
8
shares
|
$4,334
0.0% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
8
shares
|
$4,334
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$3,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
7
shares
|
$3,792
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
7
shares
|
$3,792
0.0% of portfolio
|
Q1 2024
Reduced 81.58%
|