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Intuitive Surgical (ISRG) Institutional Ownership

Intuitive Surgical logo
$524.43 +0.52 (+0.10%)
(As of 12/20/2024 05:45 PM ET)

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

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1151
Total
Institutional Inflows
(last 12 months)
$9.98B
Number of
Institutional Sellers
(last 12 months)
728
Total
Institutional Outflows
(last 12 months)
$5.69B
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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
12/16/2024 SMART Wealth LLC590$290K0.1%N/A0.000%
12/13/2024 Lord Abbett & CO. LLC322,238$158.31M0.5%-27.9%0.090%
12/13/2024 B. Riley Wealth Advisors Inc.3,877$1.89M0.1%-31.6%0.001%
12/13/2024 Exome Asset Management LLC7,427$3.65M2.4%+16.8%0.002%
12/12/2024 Brass Tax Wealth Management Inc.2,558$1.26M0.5%+2.2%0.001%
12/11/2024 1ST Source Bank11,290$5.55M0.3%-3.2%0.003%
12/10/2024 DGS Capital Management LLC1,659$815K0.2%+19.3%0.000%
12/6/2024 Retirement Systems of Alabama178,161$87.53M0.3%-35.3%0.050%
12/3/2024 Garde Capital Inc.210$103K0.0%N/A0.000%
11/27/2024 Franklin Resources Inc.4,430,615$2.16B0.6%-1.9%1.244%
11/26/2024 Peapack Gladstone Financial Corp13,085$6.43M0.1%+1.3%0.004%
11/25/2024 Synovus Financial Corp2,572$1.26M0.0%+1.1%0.001%
11/25/2024 Tidal Investments LLC19,575$9.62M0.1%-18.2%0.005%
11/25/2024 Destination Wealth Management770$378K0.0%+4.1%0.000%
11/25/2024 Wilmington Savings Fund Society FSB555,661$272.98M4.9%+15,322.2%0.156%
11/25/2024 Arvest Bank Trust Division530$260K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC464$228K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC64,754$31.81M0.2%+25.5%0.018%
11/22/2024 Stock Yards Bank & Trust Co.2,800$1.38M0.0%-4.0%0.001%
11/20/2024 Morse Asset Management Inc16,821$8.26M1.8%-1.6%0.005%
11/20/2024 Passumpsic Savings Bank7,989$3.93M2.6%-2.6%0.002%
11/19/2024 M&T Bank Corp68,581$33.69M0.1%+0.3%0.019%
11/19/2024 TCW Group Inc.296,220$145.52M1.3%-1.4%0.083%
11/18/2024 Soltis Investment Advisors LLC519$255K0.0%+12.6%0.000%
11/18/2024 Rehmann Capital Advisory Group1,544$760K0.0%-11.8%0.000%
11/18/2024 TD Private Client Wealth LLC3,689$1.81M0.1%-12.5%0.001%
11/18/2024 Virtue Capital Management LLC1,635$803K0.2%+7.7%0.000%
11/18/2024 Arete Wealth Advisors LLC1,070$525K0.0%N/A0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky26,604$13.07M0.1%-5.5%0.007%
11/18/2024 Sunbelt Securities Inc.1,179$579K0.1%-22.6%0.000%
11/18/2024 Toronto Dominion Bank181,492$89.16M0.2%-6.4%0.051%
11/18/2024 Chiron Investment Management LLC12,668$6.22M2.2%-23.1%0.004%
11/18/2024 Coldstream Capital Management Inc.11,561$5.77M0.1%+26.2%0.003%
11/18/2024 Strait & Sound Wealth Management LLC873$429K0.2%-8.7%0.000%
11/18/2024 First Dallas Securities Inc.1,150$565K0.2%-8.0%0.000%
11/16/2024 Geode Capital Management LLC7,512,925$3.68B0.3%+1.9%2.109%
11/15/2024 Disciplined Growth Investors Inc. MN248,208$121.94M2.3%+0.3%0.070%
11/15/2024 Clarity Asset Management Inc.326$160K0.1%N/A0.000%
11/15/2024 Brophy Wealth Management LLC1,500$737K0.3%N/A0.000%
11/15/2024 Vestcor Inc8,478$4.17M0.1%-12.4%0.002%
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11/15/2024 Conway Capital Management Inc.4,569$2.25M1.1%N/A0.001%
11/15/2024 M&T Bank Corp68,581$33.69M0.1%+0.3%0.019%
11/15/2024 Abel Hall LLC509$250K0.2%+5.8%0.000%
11/15/2024 Continuum Advisory LLC489$263K0.0%+30.4%0.000%
11/15/2024 LRI Investments LLC1,379$742K0.1%+5.3%0.000%
11/15/2024 Geller Advisors LLC2,528$1.24M0.1%-29.3%0.001%
11/15/2024 Public Employees Retirement System of Ohio169,193$83.12M0.4%-1.0%0.048%
11/15/2024 EWA LLC541$291K0.1%+11.1%0.000%
11/15/2024 Groupama Asset Managment52,196$256K0.0%+17.3%0.015%
11/15/2024 Nomura Asset Management Co. Ltd.322,458$158.41M0.5%+4.2%0.091%
11/15/2024 MML Investors Services LLC62,953$30.93M0.1%+0.2%0.018%
11/15/2024 Hodges Capital Management Inc.9,807$4.82M0.3%+1.2%0.003%
11/15/2024 Dunhill Financial LLC705$346K0.2%+5.4%0.000%
11/15/2024 Orion Portfolio Solutions LLC12,855$6.32M0.1%+22.0%0.004%
11/15/2024 XTX Topco Ltd6,588$3.24M0.2%N/A0.002%
11/15/2024 Zacks Investment Management30,196$14.83M0.1%+3.2%0.008%
11/15/2024 Zega Financial LLC2,020$992K0.2%-7.5%0.001%
11/15/2024 DF Dent & Co. Inc.457,273$224.64M2.7%-17.0%0.128%
11/15/2024 Hendershot Investments Inc.665$327K0.0%-4.0%0.000%
11/15/2024 Castleark Management LLC87,479$42.98M1.8%-22.7%0.025%
11/15/2024 iA Global Asset Management Inc.47,289$23.23M0.4%-20.2%0.013%
11/15/2024 EP Wealth Advisors LLC13,937$6.85M0.1%-5.7%0.004%
11/15/2024 Insigneo Advisory Services LLC3,437$1.69M0.2%-7.8%0.001%
11/15/2024 Kovitz Investment Group Partners LLC7,451$3.66M0.0%+247.7%0.002%
11/15/2024 Voya Financial Advisors Inc.1,475$707K0.1%-11.2%0.000%
11/15/2024 Wellington Management Group LLP3,115,024$1.53B0.3%+1.7%0.875%
11/15/2024 Wahed Invest LLC8,519$4.19M0.7%+13.0%0.002%
11/15/2024 State Street Corp15,050,121$7.39B0.3%+1.4%4.225%
11/15/2024 Stifel Financial Corp396,964$195.02M0.2%+4.3%0.111%
11/15/2024 SageView Advisory Group LLC2,843$1.40M0.1%-31.4%0.001%
11/15/2024 Quantinno Capital Management LP22,991$11.30M0.1%+54.5%0.006%
11/15/2024 Quarry LP483$237K0.1%+320.0%0.000%
11/15/2024 Royal London Asset Management Ltd.348,421$171.17M0.4%-3.3%0.098%
11/15/2024 Redmile Group LLC26,698$13.12M0.8%-33.0%0.007%
11/15/2024 Rench Wealth Management Inc.13,896$6.83M2.3%+6.8%0.004%
11/15/2024 Resurgent Financial Advisors LLC1,536$755K0.4%N/A0.000%
11/15/2024 Reynders McVeigh Capital Management LLC2,972$1.46M0.1%+0.9%0.001%
11/15/2024 Polar Asset Management Partners Inc.40,558$19.93M0.4%-66.4%0.011%
11/15/2024 Polymer Capital Management HK LTD564$277K0.1%N/A0.000%
11/15/2024 Mission Creek Capital Partners Inc.3,563$1.75M0.4%+10.6%0.001%
11/15/2024 Morse Asset Management Inc16,851$8.28M1.8%-1.5%0.005%
11/15/2024 Motley Fool Asset Management LLC16,265$7.89M0.5%+5.7%0.005%
11/15/2024 IHT Wealth Management LLC2,427$1.19M0.0%+33.8%0.001%
11/15/2024 Ingalls & Snyder LLC5,035$2.47M0.1%+16.1%0.001%
11/15/2024 Integrated Wealth Concepts LLC4,821$2.37M0.0%+1.9%0.001%
11/15/2024 Investment Management Corp of Ontario14,494$7.12M0.2%+35.5%0.004%
11/15/2024 Iron Triangle Partners LP72,001$35.37M4.9%-40.5%0.020%
11/15/2024 Itau Unibanco Holding S.A.174$85K0.0%-96.6%0.000%
11/15/2024 Janus Henderson Group PLC689,939$338.95M0.2%+1.4%0.194%
11/15/2024 HighTower Advisors LLC158,433$77.42M0.1%-2.5%0.044%
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Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

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11/15/2024 Hilltop Holdings Inc.8,160$4.01M0.3%+63.6%0.002%
11/15/2024 Holocene Advisors LP180,034$88.45M0.4%-75.1%0.051%
11/15/2024 Chevy Chase Trust Holdings LLC402,179$197.58M0.6%-1.2%0.113%
11/15/2024 Cinctive Capital Management LP22,359$10.98M0.6%-58.7%0.006%
11/15/2024 Ascent Group LLC5,451$2.68M0.2%+76.0%0.002%
11/15/2024 Beacon Investment Advisory Services Inc.71,243$35M1.5%+0.1%0.020%
11/15/2024 Benjamin Edwards Inc.13,673$6.72M0.1%+148.7%0.004%
11/15/2024 Paloma Partners Management Co4,811$2.36M0.1%+2,305.5%0.001%
11/15/2024 Point72 Asia Singapore Pte. Ltd.2,179$1.07M0.2%N/A0.001%
11/15/2024 Kestra Investment Management LLC773$380K0.0%N/A0.000%
(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, 1,852 institutional investors and hedge funds held shares of Intuitive Surgical. The most heavily invested institutionals were Vanguard Group Inc. ($12.32B), State Street Corp ($7.39B), BlackRock Inc. ($7.39B), Price T Rowe Associates Inc. MD ($6.60B), FMR LLC ($5.39B), Geode Capital Management LLC ($3.68B), and Capital World Investors ($2.91B).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 1,607 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), Alphinity Investment Management Pty Ltd ($1.79M), International Assets Investment Management LLC ($1.77M), WCM Investment Management LLC ($1.75M), Jennison Associates LLC ($1.73M), and Assenagon Asset Management S.A. ($1.59M).

How much institutional buying is happening at Intuitive Surgical?

Institutional investors have bought a total of 692,872,075 shares in the last 24 months. This purchase volume represents approximately $237.03B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,069 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: Price T Rowe Associates Inc. MD ($4.55M), Edgewood Management LLC ($1.91M), Bank of New York Mellon Corp ($1.71M), Jennison Associates LLC ($1.23M), Brown Advisory Inc. ($1.12M), Sustainable Growth Advisers LP ($1.02M), and Los Angeles Capital Management LLC ($871.04K).

How much institutional selling is happening at Intuitive Surgical?

Institutional investors have sold a total of 38,158,575 shares in the last 24 months. This volume of shares sold represents approximately $12.78B in transactions.



This page (NASDAQ:ISRG) was last updated on 12/21/2024 by MarketBeat.com Staff
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