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 2,320 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $178 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
9
shares
|
$5,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
8
shares
|
$4,867
0.18% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
8
shares
|
$4,867
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
7
shares
|
$4,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7
shares
|
$4,259
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
7
shares
|
$4,259
0.0% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6
shares
|
$3,650
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$3,650
0.0% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
6
shares
|
$3,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6
shares
|
$3,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$3,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$3,042
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5
shares
|
$3,042
0.0% of portfolio
|
Q4 2024
Reduced 96.12%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
5
shares
|
$3,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$2,433
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
4
shares
|
$2,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$1,825
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3
shares
|
$1,825
0.0% of portfolio
|
Q1 2023
Reduced 75.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
3
shares
|
$1,825
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3
shares
|
$1,825
0.04% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
3
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
3
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1,216
0.0% of portfolio
|
Q3 2023
New holding
|