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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,655
shares
|
$2.13 Million
1.73% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
3,634
shares
|
$2.12 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
3,630
shares
|
$2.12 Million
0.23% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
3,629
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
3,610
shares
|
$2.1 Million
1.02% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
3,595
shares
|
$2.1 Million
0.23% of portfolio
|
Q4 2024
Added 616.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,593
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,581
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
3,574
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,563
shares
|
$2.08 Million
0.42% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,556
shares
|
$2.07 Million
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,543
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,542
shares
|
$2.06 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
3,532
shares
|
$2.06 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
3,525
shares
|
$2.06 Million
0.53% of portfolio
|
Q1 2023
Added 5.54%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
3,505
shares
|
$2.04 Million
1.16% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,504
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,492
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,476
shares
|
$2.03 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,473
shares
|
$2.02 Million
0.09% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,437
shares
|
$2 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,405
shares
|
$1.99 Million
0.33% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,361
shares
|
$1.96 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
3,355
shares
|
$1.96 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
3,345
shares
|
$1.95 Million
0.28% of portfolio
|
Q2 2023
New holding
|