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 2,314 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 $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
25
shares
|
$15,022
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
24
shares
|
$14,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
24
shares
|
$14,421
0.0% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
24
shares
|
$14,421
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$13,820
0.0% of portfolio
|
Q1 2024
Added 15.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
23
shares
|
$13,820
0.0% of portfolio
|
Q1 2024
Added 4.55%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
23
shares
|
$13,820
0.0% of portfolio
|
Q4 2024
Added 283.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$13,219
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
22
shares
|
$13,219
0.01% of portfolio
|
Q2 2024
Reduced 37.14%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
22
shares
|
$13,219
0.0% of portfolio
|
Q4 2024
Reduced 83.7%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
21
shares
|
$12,618
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
20
shares
|
$12,017
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
20
shares
|
$12,017
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
19
shares
|
$11,416
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
19
shares
|
$11,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
18
shares
|
$10,816
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
18
shares
|
$10,816
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
18
shares
|
$10,816
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
18
shares
|
$10,816
0.0% of portfolio
|
Q4 2024
Added 1700.0%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
16
shares
|
$9,614
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
16
shares
|
$9,614
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$9,013
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
15
shares
|
$9,013
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
15
shares
|
$9,013
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
15
shares
|
$9,013
0.01% of portfolio
|
Q1 2024
New holding
|