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 2,570 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
108
shares
|
$47,845
0.01% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
108
shares
|
$47,845
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
105
shares
|
$46,516
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
104
shares
|
$46,073
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
104
shares
|
$46,073
0.05% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$44,301
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
100
shares
|
$44,301
0.01% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
99
shares
|
$43,857
0.03% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
98
shares
|
$43,414
0.03% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
96
shares
|
$42,528
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
92
shares
|
$40,756
0.01% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
91
shares
|
$40,313
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
90
shares
|
$39,870
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
90
shares
|
$39,870
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
86
shares
|
$38,098
0.0% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
85
shares
|
$37,655
0.01% of portfolio
|
Q3 2023
Added 63.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
84
shares
|
$37,212
0.03% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
82
shares
|
$36,326
0.03% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
82
shares
|
$36,326
0.02% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
81
shares
|
$35,883
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
81
shares
|
$35,883
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
81
shares
|
$35,883
0.03% of portfolio
|
Q3 2022
Reduced 62.5%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
79
shares
|
$34,997
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$34,111
0.0% of portfolio
|
Q2 2025
Added 3750.0%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
77
shares
|
$34,111
0.0% of portfolio
|
Q2 2025
Added 20.31%
|