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 |
|---|---|---|---|---|---|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
77
shares
|
$34,111
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
76
shares
|
$33,668
0.01% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$33,225
0.0% of portfolio
|
Q4 2023
Added 150.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
75
shares
|
$33,225
0.01% of portfolio
|
Q4 2023
Added 13.64%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
72
shares
|
$31,896
0.02% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
72
shares
|
$31,896
0.0% of portfolio
|
Q2 2025
Reduced 95.2%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
70
shares
|
$31,010
0.02% of portfolio
|
Q4 2023
Added 125.81%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
70
shares
|
$31,010
0.01% of portfolio
|
Q2 2025
Added 84.21%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
70
shares
|
$31,010
0.01% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
66
shares
|
$29,238
0.02% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
66
shares
|
$29,238
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
64
shares
|
$28,352
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
63
shares
|
$27,909
0.02% of portfolio
|
Q2 2024
Reduced 65.57%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
62
shares
|
$27,466
0.01% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
61
shares
|
$27,023
0.05% of portfolio
|
Q4 2024
Reduced 72.27%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
60
shares
|
$26,580
0.01% of portfolio
|
Q4 2024
Reduced 97.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
60
shares
|
$26,580
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
60
shares
|
$26,580
0.01% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
58
shares
|
$25,694
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
55
shares
|
$24,365
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
55
shares
|
$24,365
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$23,922
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
53
shares
|
$23,479
0.01% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
53
shares
|
$23,479
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
50
shares
|
$22,150
0.01% of portfolio
|
Q1 2023
New holding
|