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 2,217 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,529
shares
|
$3.81 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
6,491
shares
|
$3.78 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
6,450
shares
|
$3.76 Million
0.71% of portfolio
|
Q2 2024
Reduced 18.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,450
shares
|
$3.76 Million
0.05% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
6,412
shares
|
$3.74 Million
0.2% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
6,406
shares
|
$3.73 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
6,363
shares
|
$3.71 Million
2.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,319
shares
|
$3.68 Million
0.19% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
6,246
shares
|
$3.64 Million
0.06% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
6,241
shares
|
$3.64 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,237
shares
|
$3.64 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,219
shares
|
$3.63 Million
0.16% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,150
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 50.48%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,145
shares
|
$3.58 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,120
shares
|
$3.57 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,102
shares
|
$3.56 Million
0.17% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
6,065
shares
|
$3.54 Million
2.09% of portfolio
|
Q2 2023
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,043
shares
|
$3.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 44.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,038
shares
|
$3.52 Million
0.15% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
6,033
shares
|
$3.52 Million
0.44% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
6,005
shares
|
$3.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,978
shares
|
$3.49 Million
0.64% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,966
shares
|
$3.48 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$3.47 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
5,907
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Added 4.27%
|