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 |
|---|---|---|---|---|---|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$221,427
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
450
shares
|
$221,427
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
450
shares
|
$221,427
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
450
shares
|
$221,427
0.12% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
449
shares
|
$220,934
0.02% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
449
shares
|
$220,934
0.09% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
448
shares
|
$220,442
0.16% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
447
shares
|
$219,950
0.04% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
447
shares
|
$219,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
447
shares
|
$219,950
0.17% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
444
shares
|
$218,474
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
444
shares
|
$218,474
0.03% of portfolio
|
Q4 2024
Reduced 55.78%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
440
shares
|
$216,506
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
438
shares
|
$215,522
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
438
shares
|
$215,522
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
438
shares
|
$215,522
0.07% of portfolio
|
Q4 2024
Reduced 33.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
437
shares
|
$215,030
0.02% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
437
shares
|
$215,030
0.08% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
436
shares
|
$214,538
0.04% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
436
shares
|
$214,538
0.09% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
436
shares
|
$214,538
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
436
shares
|
$214,538
0.07% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
435
shares
|
$214,046
0.06% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
435
shares
|
$214,046
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
435
shares
|
$214,046
0.02% of portfolio
|
Q4 2024
Reduced 3.33%
|