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 2,463 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 $160 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6
shares
|
$3,280
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
6
shares
|
$3,280
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
6
shares
|
$3,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
5
shares
|
$2,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
5
shares
|
$2,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5
shares
|
$2,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5
shares
|
$2,733
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$2,186
0.0% of portfolio
|
Q3 2025
Reduced 98.68%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$2,186
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$2,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
4
shares
|
$2,186
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$1,640
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3
shares
|
$1,640
0.0% of portfolio
|
Q1 2023
Reduced 75.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
3
shares
|
$1,640
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3
shares
|
$1,640
0.04% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3
shares
|
$1,640
0.0% of portfolio
|
Q2 2025
Reduced 93.48%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
3
shares
|
$1,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$1,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1,093
0.0% of portfolio
|
Q2 2024
Reduced 99.99%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2
shares
|
$1,093
0.0% of portfolio
|
Q3 2025
Reduced 90.91%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
1
shares
|
$546
0.0% of portfolio
|
Q3 2025
New holding
|
|