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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,467
shares
|
$2.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,465
shares
|
$2.6 Million
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
4,450
shares
|
$2.59 Million
0.06% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,428
shares
|
$2.58 Million
1.85% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,383
shares
|
$2.56 Million
0.07% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
4,377
shares
|
$2.55 Million
0.77% of portfolio
|
Q4 2024
Reduced 50.01%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
4,377
shares
|
$2.55 Million
0.09% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,376
shares
|
$2.55 Million
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,359
shares
|
$2.54 Million
0.23% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,354
shares
|
$2.54 Million
0.23% of portfolio
|
Q3 2024
Added 388.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,354
shares
|
$2.54 Million
0.05% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Nov 13, 2024 Q3 2024 |
4,342
shares
|
$2.53 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,286
shares
|
$2.5 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,285
shares
|
$2.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,273
shares
|
$2.49 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,271
shares
|
$2.49 Million
0.13% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,266
shares
|
$2.49 Million
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,226
shares
|
$2.46 Million
0.09% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
4,210
shares
|
$2.45 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
4,206
shares
|
$2.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
4,202
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
4,200
shares
|
$2.45 Million
1.27% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,197
shares
|
$2.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,193
shares
|
$2.44 Million
0.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,180
shares
|
$2.44 Million
0.29% of portfolio
|
Q2 2024
Added 37.91%
|