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 2,340 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $143 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,156
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 65.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,148
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,147
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 25.7%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
2,139
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,132
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
2,125
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,125
shares
|
$1.05 Million
0.63% of portfolio
|
Q1 2023
Reduced 9.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,124
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2021
Added 200.0%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,117
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,104
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,101
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,100
shares
|
$1.04 Million
0.26% of portfolio
|
Q4 2023
Reduced 86.09%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
2,100
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,095
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,089
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
2,089
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,087
shares
|
$1.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,087
shares
|
$1.03 Million
0.29% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,085
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 79.28%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
2,081
shares
|
$1.03 Million
0.67% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,078
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,075
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2021
Added 192.25%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,073
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
2,071
shares
|
$1.03 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,068
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Reduced 19.66%
|