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 2,338 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 $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,908
shares
|
$4.88 Million
0.05% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
9,886
shares
|
$4.86 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
9,843
shares
|
$4.84 Million
0.5% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
9,789
shares
|
$4.82 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
9,740
shares
|
$4.79 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
9,696
shares
|
$4.77 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
9,678
shares
|
$4.76 Million
0.4% of portfolio
|
Q4 2024
Added 177.15%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
9,669
shares
|
$4.76 Million
0.1% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
9,657
shares
|
$4.75 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Dnca Finance
Paris, I0 |
Feb 13, 2025 Q4 2024 |
9,650
shares
|
$4.75 Million
0.39% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
9,646
shares
|
$4.75 Million
0.12% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
9,636
shares
|
$4.74 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
9,616
shares
|
$4.73 Million
2.81% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
9,554
shares
|
$4.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
9,540
shares
|
$4.69 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
9,482
shares
|
$4.67 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,433
shares
|
$4.64 Million
0.15% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
9,415
shares
|
$4.63 Million
0.32% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Feb 13, 2025 Q4 2024 |
9,371
shares
|
$4.61 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
9,332
shares
|
$4.59 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,301
shares
|
$4.58 Million
0.05% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
9,297
shares
|
$4.57 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,290
shares
|
$4.57 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
|
$4.55 Million
0.26% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
9,209
shares
|
$4.53 Million
2.4% of portfolio
|
Q4 2024
Reduced 1.29%
|