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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
916
shares
|
$451,120
0.01% of portfolio
|
Q4 2024
Added 97.41%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
916
shares
|
$451,120
0.15% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
911
shares
|
$448,658
0.21% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
902
shares
|
$444,225
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
902
shares
|
$444,225
0.11% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
901
shares
|
$443,733
0.02% of portfolio
|
Q4 2024
Added 37.35%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
900
shares
|
$443,241
0.11% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
900
shares
|
$443,241
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
900
shares
|
$443,241
0.2% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Dalton Investments LLC
|
Feb 13, 2025 Q4 2024 |
900
shares
|
$443,241
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
899
shares
|
$442,748
0.01% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
896
shares
|
$441,271
0.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
894
shares
|
$440,286
0.02% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
890
shares
|
$438,316
0.23% of portfolio
|
Q4 2024
Reduced 51.47%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
889
shares
|
$437,823
0.11% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
889
shares
|
$437,823
0.08% of portfolio
|
Q3 2024
Added 32.1%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
887
shares
|
$436,838
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
885
shares
|
$435,853
0.17% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
885
shares
|
$435,853
0.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
884
shares
|
$435,361
0.06% of portfolio
|
Q2 2024
Added 12.9%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
874
shares
|
$430,436
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
873
shares
|
$429,943
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
870
shares
|
$428,466
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
868
shares
|
$427,481
0.16% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
864
shares
|
$425,511
0.01% of portfolio
|
Q4 2024
Added 1.65%
|