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 2,561 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
14
shares
|
$6,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
14
shares
|
$6,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
14
shares
|
$6,694
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
13
shares
|
$6,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
13
shares
|
$6,216
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
13
shares
|
$6,216
0.01% of portfolio
|
Q2 2025
Reduced 53.57%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
13
shares
|
$6,216
0.01% of portfolio
|
Q1 2025
Reduced 53.57%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
13
shares
|
$6,216
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
13
shares
|
$6,216
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
12
shares
|
$5,738
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
12
shares
|
$5,738
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
12
shares
|
$5,738
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$5,738
0.0% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
12
shares
|
$5,738
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$5,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
11
shares
|
$5,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
11
shares
|
$5,260
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$4,781
0.0% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
10
shares
|
$4,781
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$4,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$4,303
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
9
shares
|
$4,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$3,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
8
shares
|
$3,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
8
shares
|
$3,825
0.0% of portfolio
|
Q2 2025
Added 14.29%
|