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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
34
shares
|
$15,062
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
34
shares
|
$15,062
0.01% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33
shares
|
$14,619
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
33
shares
|
$14,619
0.0% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
32
shares
|
$14,176
0.0% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
31
shares
|
$13,733
0.01% of portfolio
|
Q1 2025
Reduced 99.69%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$13,290
0.0% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$13,290
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$13,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
30
shares
|
$13,290
0.0% of portfolio
|
Q1 2025
Reduced 96.78%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
30
shares
|
$13,290
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
30
shares
|
$13,290
0.01% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
30
shares
|
$13,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
29
shares
|
$12,847
0.01% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
28
shares
|
$12,404
0.01% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
28
shares
|
$12,404
0.01% of portfolio
|
Q3 2024
Added 55.56%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$11,961
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
26
shares
|
$11,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
25
shares
|
$11,075
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
25
shares
|
$11,075
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
25
shares
|
$11,075
0.0% of portfolio
|
Q4 2024
Reduced 58.33%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
25
shares
|
$11,075
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
25
shares
|
$11,075
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
24
shares
|
$10,632
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
23
shares
|
$10,189
0.0% of portfolio
|
Q1 2024
Added 4.55%
|