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 |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,915
shares
|
$6.03 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,908
shares
|
$6.03 Million
0.05% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
9,873
shares
|
$6.01 Million
0.14% of portfolio
|
Q3 2024
Added 98.73%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,857
shares
|
$6 Million
0.11% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
9,843
shares
|
$5.99 Million
0.5% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
9,829
shares
|
$5.98 Million
2.4% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,790
shares
|
$5.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,776
shares
|
$5.95 Million
0.2% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
9,772
shares
|
$5.95 Million
0.18% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,743
shares
|
$5.93 Million
1.23% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
9,740
shares
|
$5.93 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,735
shares
|
$5.93 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
9,725
shares
|
$5.92 Million
2.54% of portfolio
|
Q2 2024
Added 26.05%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
9,720
shares
|
$5.92 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
9,636
shares
|
$5.87 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
9,521
shares
|
$5.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
9,409
shares
|
$5.73 Million
0.1% of portfolio
|
Q2 2024
Added 521.06%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
9,332
shares
|
$5.68 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
9,329
shares
|
$5.68 Million
2.3% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,301
shares
|
$5.66 Million
0.05% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
9,297
shares
|
$5.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,290
shares
|
$5.65 Million
0.39% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
9,245
shares
|
$5.63 Million
0.26% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
9,075
shares
|
$5.52 Million
1.48% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
9,075
shares
|
$5.52 Million
1.76% of portfolio
|
Q3 2024
New holding
|