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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
381
shares
|
$182,190
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
379
shares
|
$181,234
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
378
shares
|
$180,755
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
377
shares
|
$180,277
0.0% of portfolio
|
Q2 2025
Reduced 72.97%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
375
shares
|
$179,321
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
375
shares
|
$179,321
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
373
shares
|
$178,364
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
371
shares
|
$177,408
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
370
shares
|
$176,930
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
368
shares
|
$175,973
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
366
shares
|
$175,017
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
360
shares
|
$172,148
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
355
shares
|
$169,757
0.14% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
354
shares
|
$169,279
0.08% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
351
shares
|
$167,844
0.06% of portfolio
|
Q2 2025
Added 72.06%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
349
shares
|
$166,888
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
349
shares
|
$166,888
0.16% of portfolio
|
Q2 2025
Reduced 46.31%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
348
shares
|
$166,410
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
347
shares
|
$165,931
0.07% of portfolio
|
Q2 2025
Added 54.22%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
341
shares
|
$163,062
0.02% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
338
shares
|
$161,628
0.06% of portfolio
|
Q4 2024
Reduced 54.14%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
327
shares
|
$156,368
0.01% of portfolio
|
Q2 2025
Added 554.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
326
shares
|
$155,889
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
325
shares
|
$155,411
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
324
shares
|
$154,933
0.03% of portfolio
|
Q2 2025
Added 40.26%
|