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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
757
shares
|
$372,814
0.04% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
756
shares
|
$372,322
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
756
shares
|
$372,322
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
755
shares
|
$371,829
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
751
shares
|
$369,859
0.17% of portfolio
|
Q4 2024
Reduced 75.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
751
shares
|
$369,859
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
747
shares
|
$367,890
0.05% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
746
shares
|
$367,397
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
738
shares
|
$363,457
0.16% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
738
shares
|
$363,457
0.25% of portfolio
|
Q4 2023
Reduced 13.58%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
736
shares
|
$362,472
0.12% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
733
shares
|
$360,995
0.01% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
733
shares
|
$360,995
0.21% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
732
shares
|
$360,502
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
732
shares
|
$360,502
0.05% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
730
shares
|
$359,517
0.22% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
730
shares
|
$359,517
0.24% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
728
shares
|
$358,532
0.02% of portfolio
|
Q4 2024
Added 58.95%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
727
shares
|
$358,040
0.07% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
726
shares
|
$357,547
0.16% of portfolio
|
Q3 2022
Reduced 59.35%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
725
shares
|
$357,055
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
725
shares
|
$357,055
0.11% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
723
shares
|
$356,070
0.26% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
721
shares
|
$355,085
0.03% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
720
shares
|
$354,592
0.17% of portfolio
|
Q4 2024
Added 2.13%
|