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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
464
shares
|
$221,880
0.1% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
463
shares
|
$221,401
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
463
shares
|
$221,401
0.1% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
462
shares
|
$220,923
0.04% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
462
shares
|
$220,923
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
461
shares
|
$220,445
0.09% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
460
shares
|
$219,967
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
459
shares
|
$219,489
0.01% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
458
shares
|
$219,011
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
458
shares
|
$219,011
0.03% of portfolio
|
Q4 2024
Added 77.52%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
457
shares
|
$218,532
0.05% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
456
shares
|
$218,054
0.04% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
456
shares
|
$218,054
0.06% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
456
shares
|
$218,054
0.06% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
455
shares
|
$217,576
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
453
shares
|
$216,620
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
451
shares
|
$215,663
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
451
shares
|
$215,663
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
450
shares
|
$215,185
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
450
shares
|
$215,185
0.09% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$215,185
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
450
shares
|
$215,185
0.07% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
450
shares
|
$215,185
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
450
shares
|
$215,185
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
448
shares
|
$214,229
0.04% of portfolio
|
Q2 2025
New holding
|