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 2,263 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $171 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,383
shares
|
$2.58 Million
0.07% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
4,377
shares
|
$2.58 Million
0.77% of portfolio
|
Q4 2024
Reduced 50.01%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,376
shares
|
$2.58 Million
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
4,367
shares
|
$2.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,354
shares
|
$2.57 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
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,298
shares
|
$2.53 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,286
shares
|
$2.53 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,285
shares
|
$2.53 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,273
shares
|
$2.52 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
4,268
shares
|
$2.52 Million
0.08% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,266
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
4,240
shares
|
$2.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,226
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
4,210
shares
|
$2.48 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
4,206
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
4,202
shares
|
$2.48 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
|
$2.48 Million
1.27% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,197
shares
|
$2.47 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,193
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,176
shares
|
$2.46 Million
0.21% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
4,170
shares
|
$2.46 Million
0.19% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
4,160
shares
|
$2.45 Million
0.05% of portfolio
|
Q3 2022
Added 27.61%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
4,147
shares
|
$2.45 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
4,113
shares
|
$2.43 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.92%
|