Intuitive Surgical (ISRG) Institutional Ownership

$398.82
+2.39 (+0.60%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Intuitive Surgical (NASDAQ:ISRG)

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1063
Total
Institutional Inflows
(last 12 months)
$229.54B
Number of
Institutional Sellers
(last 12 months)
718
Total
Institutional Outflows
(last 12 months)
$6.01B
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ISRG Institutional Buying and Selling by Quarter

Intuitive Surgical Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI2,075$828K0.0%+62.0%0.001%
5/17/2024Heartland Bank & Trust Co2,503$999K0.6%-8.5%0.001%
5/17/2024 New Covenant Trust Company N.A.138$55K0.1%N/A0.000%
5/17/2024 Plato Investment Management Ltd7,563$3.02M0.3%+794.0%0.002%
5/17/2024 iA Global Asset Management Inc.58,651$23.41M0.3%+0.5%0.017%
5/17/2024 WealthPlan Investment Management LLC1,470$587K0.1%+25.6%0.000%
5/17/2024 LBP AM SA2,290$914K0.0%-82.3%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC8,169$3.26M0.3%-2.3%0.002%
5/17/2024 Comerica Bank102,332$40.84M0.2%-3.7%0.029%
5/17/2024 Hancock Whitney Corp53,857$21.49M0.7%+4.5%0.015%
5/17/2024 Castleark Management LLC111,766$44.61M1.9%+12.7%0.032%
5/17/2024 Tidal Investments LLC16,560$6.61M0.1%+11.5%0.005%
5/17/2024 Creekmur Asset Management LLC63$25K0.0%+200.0%0.000%
5/17/2024 Motley Fool Asset Management LLC11,869$4.74M0.3%+13.5%0.003%
5/16/2024 California State Teachers Retirement System568,356$226.83M0.3%+0.7%0.160%
5/16/2024 Meiji Yasuda Life Insurance Co5,747$2.29M0.0%-14.2%0.002%
5/16/2024 B. Riley Wealth Advisors Inc.7,466$2.98M0.1%+26.1%0.002%
5/16/2024 Connective Capital Management LLC23,237$9.27M14.1%N/A0.007%
5/16/2024 2Xideas AG29,798$11.89M1.5%-19.4%0.008%
5/16/2024 Iron Triangle Partners LP124,337$49.62M5.1%+3.6%0.035%
5/16/2024 Janus Henderson Group PLC781,069$311.71M0.2%+11.0%0.220%
5/16/2024 Kennedy Capital Management LLC6,378$2.55M0.1%N/A0.002%
5/16/2024Benchmark Investment Advisors LLC515$206K0.2%N/A0.000%
5/16/2024 Waverly Advisors LLC2,552$1.02M0.0%+27.1%0.001%
5/16/2024 Silvercrest Asset Management Group LLC60,339$24.08M0.2%+25.0%0.017%
5/16/2024 Redmile Group LLC29,546$11.79M0.4%-45.5%0.008%
5/16/2024 Lavaca Capital LLC540$216K0.1%N/A0.000%
5/15/2024 SVB Wealth LLC29,429$11.75M0.3%-14.5%0.008%
5/15/2024 Public Employees Retirement System of Ohio177,482$70.83M0.3%-7.2%0.050%
5/15/2024 London & Capital Asset Management Ltd59,339$23.68M1.8%+3.0%0.017%
5/15/2024 Public Employees Retirement Association of Colorado50,333$20.09M0.1%-3.7%0.014%
5/15/2024 Morse Asset Management Inc17,452$6.97M1.8%+2.4%0.005%
5/15/2024 Bellevue Group AG682,186$272.25M4.2%-18.0%0.192%
5/15/2024 Bamco Inc. NY164,727$65.74M0.2%-0.3%0.046%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund11,627$4.64M0.3%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems26,757$10.68M0.3%-5.0%0.008%
5/15/2024 Price T Rowe Associates Inc. MD16,530,249$6.60B0.8%-2.6%4.660%
5/15/2024 BOKF NA27,950$11.04M0.2%+32.4%0.008%
5/15/2024 Steel Grove Capital Advisors LLC559$223K0.0%N/A0.000%
5/15/2024 Lazard Asset Management LLC700,438$279.54M0.3%-3.3%0.197%
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5/15/2024 Epoch Investment Partners Inc.967$386K0.0%-99.6%0.000%
5/15/2024 LRI Investments LLC1,158$441K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.315,284$125.83M0.1%+3.9%0.089%
5/15/2024 Truvestments Capital LLC1,040$415K0.2%+1,825.9%0.000%
5/15/2024 Gabelli Funds LLC84,355$33.67M0.2%+23.3%0.024%
5/15/2024 Gamco Investors INC. ET AL11,414$4.56M0.0%+2.2%0.003%
5/15/2024 Stonebridge Capital Advisors LLC4,741$1.89M0.2%+2.0%0.001%
5/15/2024 Senator Investment Group LP2,174$868K0.0%-97.9%0.001%
5/14/2024 Canada Pension Plan Investment Board807,780$322.38M0.3%+36.4%0.228%
5/14/2024 Guardian Capital LP1,759$702K0.0%N/A0.000%
5/14/2024 Biltmore Family Office LLC1,460$583K0.1%-2.0%0.000%
5/14/2024 Capital World Investors7,284,269$2.91B0.5%+1.0%2.054%
5/14/2024 Capital Research Global Investors938,109$374.39M0.1%N/A0.264%
5/14/2024 Capital International Sarl69,953$27.92M0.9%+3.2%0.020%
5/14/2024 Toronto Dominion Bank207,301$82.73M0.1%+2.1%0.058%
5/14/2024 Capital International Ltd. CA61,278$24.46M1.2%+0.8%0.017%
5/14/2024 Capital International Inc. CA 47,458$18.94M0.3%+3.5%0.013%
5/14/2024 Capital Group Investment Management PTE. LTD.13,073$5.22M0.9%+0.9%0.004%
5/14/2024 Sheaff Brock Investment Advisors LLC2,265$904K0.1%+1.8%0.001%
5/14/2024 Advisors Asset Management Inc.7,380$2.95M0.1%+18.1%0.002%
5/14/2024 Axxcess Wealth Management LLC10,551$4.21M0.1%+18.1%0.003%
5/14/2024 EP Wealth Advisors LLC14,727$5.88M0.1%-0.8%0.004%
5/14/2024 Freestone Capital Holdings LLC7,471$2.98M0.1%+2.9%0.002%
5/14/2024 CreativeOne Wealth LLC2,324$927K0.0%+41.2%0.001%
5/14/2024 Forte Capital LLC ADV41,042$16.38M2.0%-4.8%0.012%
5/14/2024 Fayez Sarofim & Co885,650$353.45M1.1%+6.6%0.250%
5/14/2024 MayTech Global Investments LLC53,709$21.44M3.5%+6.2%0.015%
5/14/2024 LGT Group Foundation52,376$20.90M0.5%-40.1%0.015%
5/14/2024 Shell Asset Management Co.32,662$13.04M0.6%+6.9%0.009%
5/14/2024 Northwest Wealth Management LLC541$216K0.1%N/A0.000%
5/14/2024 Crewe Advisors LLC403$161K0.0%N/A0.000%
5/14/2024 Natixis Investment Managers International11,253$4.49M0.3%-5.0%0.003%
5/14/2024 Natixis49,706$19.84M0.1%+9.4%0.014%
5/14/2024 Tiemann Investment Advisors LLC2,447$977K0.4%-2.0%0.001%
5/14/2024 GQG Partners LLC249,376$99.52M0.2%N/A0.070%
5/14/2024 Pitcairn Co.22,313$8.91M0.6%-8.2%0.006%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund12,420$4.96M0.0%+10,606.9%0.004%
5/14/2024 Gagnon Securities LLC51,140$20.41M4.8%-19.2%0.014%
5/14/2024 CANADA LIFE ASSURANCE Co202,710$80.90M0.2%-27.2%0.057%
5/14/2024 Oxford Financial Group LTD. LLC201,305$80.34M5.6%-5.2%0.057%
5/14/2024 American International Group Inc.115,646$46.15M0.2%-0.9%0.033%
5/14/2024 National Bank of Canada FI210,765$81.50M0.1%-41.4%0.059%
5/14/2024 RB Capital Management LLC1,682$671K0.2%+3.4%0.000%
5/14/2024 Lake Street Advisors Group LLC2,833$1.13M0.1%+96.2%0.001%
5/13/2024 Bessemer Group Inc.345,738$137.98M0.2%-7.6%0.097%
5/13/2024 Mirova13,923$5.56M1.0%-10.2%0.004%
5/13/2024 UniSuper Management Pty Ltd7,250$2.89M0.0%+157.6%0.002%
5/13/2024 Clearbridge Investments LLC1,950,848$778.56M0.6%+1.6%0.550%
5/13/2024 Seven Eight Capital LP6,645$2.65M0.3%-66.8%0.002%
5/13/2024 Invesco LLC1,332$532K0.2%-7.0%0.000%
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5/13/2024 O Shaughnessy Asset Management LLC29,231$11.67M0.1%+20.5%0.008%
5/13/2024 Ameritas Investment Partners Inc.23,565$9.40M0.3%-1.1%0.007%
5/13/2024 Alerus Financial NA3,761$1.50M0.1%-1.1%0.001%
5/13/2024 Rockport Wealth LLC57,368$22.90M8.0%N/A0.016%
5/13/2024 PAX Financial Group LLC3,901$1.56M0.3%-3.6%0.001%
5/13/2024 Penobscot Investment Management Company Inc.2,430$970K0.1%+3.2%0.001%
5/11/2024 Bahl & Gaynor Inc.11,283$4.50M0.0%-3.2%0.003%
5/11/2024 Davis R M Inc.1,565$625K0.0%-5.6%0.000%
5/11/2024 Covestor Ltd592$236K0.1%-4.5%0.000%
5/11/2024 Orion Capital Management LLC9,929$3.96M2.1%-1.8%0.003%
(Data available from 1/1/2016 forward)

ISRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISRG shares?

During the previous two years, 1,702 institutional investors and hedge funds held shares of Intuitive Surgical. The most heavily invested institutionals were Vanguard Group Inc. ($12.32B), BlackRock Inc. ($7.39B), Price T Rowe Associates Inc. MD ($6.60B), State Street Corp ($5.06B), Capital World Investors ($2.91B), Bank of New York Mellon Corp ($2.55B), and FMR LLC ($2.26B).Learn more on ISRG's institutional investors.

What percentage of Intuitive Surgical stock is owned by institutional investors?

83.64% of Intuitive Surgical stock is owned by institutional investors. Learn more on ISRG's institutional investor holdings.

Which institutional investors have been buying Intuitive Surgical stock?

Of the 1,493 institutional investors that purchased Intuitive Surgical stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($643.20M), Norges Bank ($3.89M), BlackRock Inc. ($1.95M), Alphinity Investment Management Pty Ltd ($1.79M), WCM Investment Management LLC ($1.75M), Jennison Associates LLC ($1.73M), and Assenagon Asset Management S.A. ($1.50M).

How much institutional buying is happening at Intuitive Surgical?

Institutional investors have bought a total of 697,459,536 shares in the last 24 months. This purchase volume represents approximately $235.45B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,034 institutional investors that sold Intuitive Surgical stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($6.05M), Price T Rowe Associates Inc. MD ($5.71M), Polen Capital Management LLC ($3.43M), Jennison Associates LLC ($2.71M), Edgewood Management LLC ($1.67M), Brown Advisory Inc. ($1.30M), and Sustainable Growth Advisers LP ($1.02M).

How much institutional selling is happening at Intuitive Surgical?

Institutional investors have sold a total of 52,995,773 shares in the last 24 months. This volume of shares sold represents approximately $13.73B in transactions.


This page (NASDAQ:ISRG) was last updated on 5/19/2024 by MarketBeat.com Staff

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