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 2,562 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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
490
shares
|
$234,313
0.03% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
486
shares
|
$232,400
0.06% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
486
shares
|
$232,400
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
486
shares
|
$232,400
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
485
shares
|
$231,922
0.2% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
484
shares
|
$231,443
0.07% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
484
shares
|
$231,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
483
shares
|
$230,965
0.04% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
483
shares
|
$230,965
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
482
shares
|
$230,487
0.22% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
482
shares
|
$230,487
0.08% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
477
shares
|
$228,096
0.04% of portfolio
|
Q2 2025
Reduced 27.51%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
477
shares
|
$228,096
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
476
shares
|
$227,618
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
476
shares
|
$227,618
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
475
shares
|
$227,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
475
shares
|
$227,140
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
473
shares
|
$226,183
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
472
shares
|
$225,705
0.12% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
471
shares
|
$225,227
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
471
shares
|
$225,227
0.12% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
469
shares
|
$224,271
0.04% of portfolio
|
Q3 2023
Reduced 27.4%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
468
shares
|
$223,792
0.07% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
467
shares
|
$223,314
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Investment Management Group LLC
|
Jul 30, 2025 Q2 2025 |
464
shares
|
$221,880
0.0% of portfolio
|
Q4 2024
Reduced 27.61%
|