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 2,217 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
41
shares
|
$23,902
0.0% of portfolio
|
Q2 2024
Reduced 28.07%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$23,319
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40
shares
|
$23,319
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
40
shares
|
$23,319
0.01% of portfolio
|
Q4 2024
Added 471.43%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
38
shares
|
$22,153
0.01% of portfolio
|
Q2 2024
Added 11.76%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
36
shares
|
$20,987
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
36
shares
|
$20,987
0.01% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
35
shares
|
$20,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
35
shares
|
$20,404
0.01% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
34
shares
|
$19,821
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
34
shares
|
$19,821
0.01% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33
shares
|
$19,238
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$19,238
0.0% of portfolio
|
Q4 2024
Added 43.48%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
33
shares
|
$19,238
0.05% of portfolio
|
Q3 2024
Reduced 92.57%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
32
shares
|
$18,655
0.0% of portfolio
|
Q4 2022
Reduced 96.96%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
32
shares
|
$18,655
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
32
shares
|
$18,655
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$17,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
30
shares
|
$17,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
29
shares
|
$16,906
0.01% of portfolio
|
Q4 2024
Added 480.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
28
shares
|
$16,323
0.0% of portfolio
|
Q1 2024
Reduced 51.72%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
28
shares
|
$16,323
0.01% of portfolio
|
Q3 2024
Added 55.56%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$15,740
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$14,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
25
shares
|
$14,574
0.0% of portfolio
|
Q2 2023
New holding
|