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 2,494 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 $149 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
11
shares
|
$5,621
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$5,110
0.0% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10
shares
|
$5,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9
shares
|
$4,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$4,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$4,599
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
9
shares
|
$4,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
9
shares
|
$4,599
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$4,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
8
shares
|
$4,088
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
8
shares
|
$4,088
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
7
shares
|
$3,577
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7
shares
|
$3,577
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
7
shares
|
$3,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
7
shares
|
$3,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
7
shares
|
$3,577
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6
shares
|
$3,066
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
6
shares
|
$3,066
0.0% of portfolio
|
Q1 2025
Reduced 98.63%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
6
shares
|
$3,066
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6
shares
|
$3,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
6
shares
|
$3,066
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$2,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
5
shares
|
$2,555
0.13% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
5
shares
|
$2,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
5
shares
|
$2,555
0.0% of portfolio
|
Q1 2025
New holding
|