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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
472
shares
|
$232,134
0.05% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
470
shares
|
$231,150
0.06% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
469
shares
|
$230,658
0.04% of portfolio
|
Q3 2023
Reduced 27.4%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
467
shares
|
$229,675
0.1% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
467
shares
|
$229,675
0.02% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
467
shares
|
$229,675
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
465
shares
|
$228,691
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
465
shares
|
$228,691
0.11% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Stephens Investment Management Group LLC
|
Jan 28, 2025 Q4 2024 |
464
shares
|
$228,199
0.0% of portfolio
|
Q4 2024
Reduced 27.61%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
464
shares
|
$228,199
0.06% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
464
shares
|
$228,199
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
464
shares
|
$228,199
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
462
shares
|
$227,216
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
462
shares
|
$227,216
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
461
shares
|
$226,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
460
shares
|
$226,232
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
459
shares
|
$225,740
0.01% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
458
shares
|
$225,248
0.16% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
458
shares
|
$225,248
0.03% of portfolio
|
Q4 2024
Added 77.52%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
457
shares
|
$224,757
0.01% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
456
shares
|
$224,265
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
456
shares
|
$224,265
0.01% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
456
shares
|
$224,265
0.01% of portfolio
|
Q4 2024
Reduced 41.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
451
shares
|
$221,806
0.05% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
451
shares
|
$221,806
0.09% of portfolio
|
Q1 2024
New holding
|