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 2,171 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $173 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
14,356
shares
|
$8.74 Million
2.95% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Prospect Hill Management, LLC
|
Nov 05, 2024 Q3 2024 |
14,325
shares
|
$8.72 Million
3.55% of portfolio
|
Q1 2022
Added 0.53%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
14,300
shares
|
$8.7 Million
0.28% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
14,249
shares
|
$8.67 Million
0.63% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
14,240
shares
|
$8.67 Million
0.13% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
13,937
shares
|
$8.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
13,896
shares
|
$8.46 Million
2.34% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13,894
shares
|
$8.46 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
13,843
shares
|
$8.43 Million
0.97% of portfolio
|
Q3 2024
Reduced 23.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,763
shares
|
$8.38 Million
0.08% of portfolio
|
Q3 2022
Added 19.96%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
13,760
shares
|
$8.38 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,701
shares
|
$8.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Cibc Capital Markets (Europe) S.A.
Luxembourg, N4 |
Jan 24, 2025 Q4 2024 |
13,700
shares
|
$8.34 Million
9.8% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
13,673
shares
|
$8.32 Million
0.1% of portfolio
|
Q3 2024
Added 148.74%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
13,613
shares
|
$8.29 Million
4.27% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
13,600
shares
|
$8.28 Million
0.53% of portfolio
|
Q1 2024
Reduced 7.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,428
shares
|
$8.17 Million
0.1% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,347
shares
|
$8.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 68.95%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
13,316
shares
|
$8.1 Million
1.38% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,272
shares
|
$8.08 Million
0.2% of portfolio
|
Q3 2022
Added 7.74%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
13,237
shares
|
$8.06 Million
0.33% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Mirova
Paris, I0 |
Nov 13, 2024 Q3 2024 |
13,217
shares
|
$8.04 Million
1.13% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
13,212
shares
|
$8.04 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
13,199
shares
|
$8.03 Million
1.27% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
13,085
shares
|
$7.96 Million
0.09% of portfolio
|
Q3 2024
Added 1.29%
|