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 2,339 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 $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,825
shares
|
$897,608
0.04% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
1,825
shares
|
$897,608
0.73% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
1,820
shares
|
$895,148
0.08% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,813
shares
|
$891,705
0.25% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,810
shares
|
$890,230
0.08% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,806
shares
|
$888,263
0.28% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,806
shares
|
$888,263
0.05% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
1,804
shares
|
$887,279
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,800
shares
|
$885,312
0.1% of portfolio
|
Q4 2024
Reduced 74.44%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
1,792
shares
|
$881,377
0.07% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
1,784
shares
|
$877,442
0.09% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
1,778
shares
|
$874,491
0.03% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,770
shares
|
$870,556
0.12% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,770
shares
|
$870,556
0.17% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,766
shares
|
$868,589
0.32% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,764
shares
|
$867,605
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,757
shares
|
$864,162
0.11% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,757
shares
|
$864,162
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,755
shares
|
$863,179
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,749
shares
|
$860,228
0.03% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,748
shares
|
$859,736
0.08% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
1,746
shares
|
$858,752
0.1% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,744
shares
|
$857,768
0.22% of portfolio
|
Q4 2024
Added 41.56%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
1,730
shares
|
$850,883
0.09% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,724
shares
|
$847,932
0.06% of portfolio
|
Q4 2023
Reduced 42.86%
|