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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,067
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,061
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,059
shares
|
$1.02 Million
0.47% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,059
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,058
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2021
Added 200.0%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
2,055
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,053
shares
|
$1.02 Million
0.64% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
2,044
shares
|
$1.01 Million
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
2,038
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$1 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
2,003
shares
|
$992,025
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$990,540
0.03% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$990,540
1.32% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$990,540
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
2,000
shares
|
$990,540
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$990,540
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,999
shares
|
$990,044
0.02% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
1,998
shares
|
$989,549
0.05% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
1,996
shares
|
$988,558
0.09% of portfolio
|
Q4 2024
Added 271.69%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
1,988
shares
|
$984,596
0.09% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,982
shares
|
$981,625
0.11% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,978
shares
|
$979,644
0.07% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,977
shares
|
$979,148
0.09% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
1,960
shares
|
$970,729
0.84% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
1,959
shares
|
$970,233
0.14% of portfolio
|
Q4 2024
Reduced 5.77%
|