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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,619
shares
|
$796,288
0.03% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,616
shares
|
$794,813
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,615
shares
|
$794,321
0.07% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,604
shares
|
$788,911
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,600
shares
|
$786,944
0.34% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,598
shares
|
$785,960
0.07% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
1,597
shares
|
$785,468
0.16% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
1,594
shares
|
$783,992
0.09% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,593
shares
|
$783,501
0.26% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
1,590
shares
|
$782,025
1.07% of portfolio
|
Q4 2023
Reduced 8.41%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,589
shares
|
$781,533
0.24% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,588
shares
|
$781,041
0.03% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
1,588
shares
|
$781,041
0.25% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,584
shares
|
$779,074
0.0% of portfolio
|
Q4 2022
Reduced 10.36%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
1,584
shares
|
$779,074
0.69% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,582
shares
|
$778,090
0.09% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,556
shares
|
$765,303
0.12% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
1,553
shares
|
$763,827
0.04% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,549
shares
|
$761,860
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,545
shares
|
$759,892
0.21% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,545
shares
|
$759,892
0.09% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,545
shares
|
$759,892
0.12% of portfolio
|
Q4 2024
Reduced 50.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,544
shares
|
$759,400
0.02% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,540
shares
|
$757,433
0.22% of portfolio
|
Q2 2022
Added 6.94%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,539
shares
|
$756,941
0.3% of portfolio
|
Q4 2024
Added 1.58%
|