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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
448
shares
|
$214,229
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
447
shares
|
$213,750
0.06% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
447
shares
|
$213,750
0.02% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
446
shares
|
$213,272
0.06% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
446
shares
|
$213,272
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
445
shares
|
$212,794
0.01% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
443
shares
|
$211,838
0.02% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
443
shares
|
$211,838
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
442
shares
|
$211,359
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
441
shares
|
$210,881
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
440
shares
|
$210,403
0.11% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
438
shares
|
$209,447
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
437
shares
|
$208,969
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
437
shares
|
$208,969
0.14% of portfolio
|
Q2 2025
Reduced 31.93%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
435
shares
|
$208,012
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
435
shares
|
$208,012
0.05% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
434
shares
|
$207,534
0.06% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
434
shares
|
$207,534
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
433
shares
|
$207,056
0.27% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
432
shares
|
$206,578
0.08% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
432
shares
|
$206,578
0.08% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
432
shares
|
$206,578
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
428
shares
|
$204,665
0.06% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
427
shares
|
$204,187
0.08% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
426
shares
|
$203,708
0.01% of portfolio
|
Q2 2025
Added 3.4%
|