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 |
|---|---|---|---|---|---|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
7,910
shares
|
$3.89 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
7,868
shares
|
$3.87 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
7,862
shares
|
$3.87 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,844
shares
|
$3.86 Million
0.11% of portfolio
|
Q2 2022
Reduced 6.32%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
7,844
shares
|
$3.86 Million
0.3% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
7,816
shares
|
$3.85 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,808
shares
|
$3.84 Million
0.08% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
7,793
shares
|
$3.83 Million
1.37% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,780
shares
|
$3.83 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,775
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,763
shares
|
$3.82 Million
2.53% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
7,750
shares
|
$3.81 Million
0.25% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
7,684
shares
|
$3.78 Million
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
7,675
shares
|
$3.78 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
7,643
shares
|
$3.76 Million
0.05% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,632
shares
|
$3.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
7,630
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 91.74%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,596
shares
|
$3.74 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
7,587
shares
|
$3.73 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
7,578
shares
|
$3.73 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
7,535
shares
|
$3.71 Million
0.14% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Feb 13, 2025 Q4 2024 |
7,491
shares
|
$3.69 Million
3.24% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7,429
shares
|
$3.66 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Exome Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,427
shares
|
$3.65 Million
2.91% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
7,401
shares
|
$3.64 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.69%
|