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 2,338 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,063
shares
|
$523,516
0.34% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,062
shares
|
$523,024
0.02% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
1,060
shares
|
$522,039
0.05% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
1,059
shares
|
$521,546
0.07% of portfolio
|
Q4 2024
Added 23.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,055
shares
|
$519,576
0.11% of portfolio
|
Q4 2024
Added 165.74%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
1,054
shares
|
$519,084
0.1% of portfolio
|
Q4 2024
Added 29.48%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,054
shares
|
$519,084
0.09% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,053
shares
|
$518,591
0.03% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
1,051
shares
|
$517,606
0.02% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
1,049
shares
|
$516,622
0.05% of portfolio
|
Q2 2024
Added 15.91%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,049
shares
|
$516,622
0.01% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
1,040
shares
|
$512,189
0.03% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,039
shares
|
$511,697
0.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,037
shares
|
$510,712
0.21% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,037
shares
|
$510,712
0.01% of portfolio
|
Q1 2023
Reduced 60.57%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,036
shares
|
$510,219
0.02% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,032
shares
|
$508,249
0.05% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,030
shares
|
$507,264
0.04% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,029
shares
|
$506,772
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
1,029
shares
|
$506,772
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,028
shares
|
$506,279
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,027
shares
|
$505,787
0.08% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
1,025
shares
|
$504,802
0.18% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
1,025
shares
|
$504,802
0.04% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,018
shares
|
$501,354
0.29% of portfolio
|
Q4 2024
Added 6.15%
|