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Intuitive Surgical (ISRG) Institutional Ownership

Intuitive Surgical logo
$592.64 +8.56 (+1.47%)
As of 01/17/2025 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1158
Total
Institutional Inflows
(last 12 months)
$10.23B
Number of
Institutional Sellers
(last 12 months)
730
Total
Institutional Outflows
(last 12 months)
$6.18B
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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
1/17/2025 New Century Financial Group LLC643$344K0.1%-8.0%0.000%
1/17/2025 FCG Investment Co2,362$1.23M0.8%+9.9%0.001%
1/17/2025 Galvin Gaustad & Stein LLC417$218K0.0%N/A0.000%
1/17/2025 Inspire Investing LLC32,491$16.96M1.9%-0.7%0.009%
1/17/2025 Avior Wealth Management LLC1,700$887K0.0%-3.9%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.69,953$36.51M1.6%-1.8%0.020%
1/17/2025 Raleigh Capital Management Inc.318$166K0.1%+8.2%0.000%
1/17/2025 D.B. Root & Company LLC780$407K0.1%-6.8%0.000%
1/17/2025 Mutual Advisors LLC1,749$913K0.0%-1.5%0.000%
1/17/2025 True North Advisors LLC1,744$910K0.2%+41.6%0.000%
1/17/2025 Traynor Capital Management Inc.41,134$21.47M1.4%+13.1%0.012%
1/17/2025 Wesbanco Bank Inc.1,216$635K0.0%+1.6%0.000%
1/17/2025 Hudson Capital Management LLC400$209K0.1%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC52,032$27.16M0.1%-12.5%0.015%
1/17/2025 Bartlett & CO. Wealth Management LLC2,839$1.48M0.0%-2.7%0.001%
1/17/2025 Park Place Capital Corp2,212$1.16M0.3%+14.1%0.001%
1/17/2025 Daymark Wealth Partners LLC6,529$3.41M0.1%-7.1%0.002%
1/17/2025 Global Trust Asset Management LLC1,149$600K0.2%+40.8%0.000%
1/17/2025 Advisory Alpha LLC2,147$1.12M0.0%+25.7%0.001%
1/17/2025 Dakota Wealth Management8,952$4.67M0.1%-3.3%0.003%
1/17/2025 Bourne Lent Asset Management Inc.26,810$13.99M5.3%-3.2%0.008%
1/17/2025 Nisa Investment Advisors LLC115,225$60.14M0.2%+2.9%0.032%
1/17/2025 Simon Quick Advisors LLC2,132$1.11M0.1%+8.1%0.001%
1/17/2025 Beaumont Financial Advisors LLC678$354K0.0%+26.0%0.000%
1/17/2025 Bourgeon Capital Management LLC1,356$708K0.1%N/A0.000%
1/17/2025 Perfromance Wealth Partners LLC390$204K0.0%N/A0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.5,900$3.08M1.4%+268.8%0.002%
1/17/2025 Bedrijfstakpensioenfonds Voor DE Media PNO62,150$31.33M3.9%-10.1%0.017%
1/17/2025 Mogy Joel R Investment Counsel Inc.66,906$34.92M2.1%+1.2%0.019%
1/17/2025 Atomi Financial Group Inc.2,337$1.22M0.1%+71.5%0.001%
1/17/2025 Transform Wealth LLC8,205$4.28M0.2%+63.9%0.002%
1/17/2025 Alpha Cubed Investments LLC94,648$49.40M2.3%-5.2%0.027%
1/17/2025 Clear Harbor Asset Management LLC9,290$4.85M0.4%+1.8%0.003%
1/17/2025 Segment Wealth Management LLC5,052$2.64M0.2%-0.9%0.001%
1/17/2025 TB Alternative Assets Ltd.2,574$1.34M0.3%-5.4%0.001%
1/16/2025 First United Bank & Trust3,693$1.93M0.7%+1.4%0.001%
1/16/2025 Crossmark Global Holdings Inc.20,618$10.76M0.2%-0.3%0.006%
1/16/2025 Ballentine Partners LLC4,015$2.10M0.0%+4.4%0.001%
1/16/2025 Pure Financial Advisors LLC1,505$786K0.0%+1.8%0.000%
1/16/2025 Koshinski Asset Management Inc.8,062$4.21M0.0%+89.9%0.002%
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1/16/2025 Central Bank & Trust Co.17,140$8.95M1.4%-15.2%0.005%
1/16/2025 Harbor Investment Advisory LLC2,635$1.38M0.1%+10.7%0.001%
1/16/2025 LaFleur & Godfrey LLC1,959$1.02M0.1%-5.8%0.001%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.543$283K0.1%+8.0%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB988$516K0.0%-13.9%0.000%
1/16/2025 Corundum Group Inc.402$210K0.1%-6.9%0.000%
1/16/2025 Purus Wealth Management LLC25,292$13.20M5.2%-5.5%0.007%
1/16/2025 Lee Johnson Capital Management LLC8,329$4.35M2.3%+1.8%0.002%
1/16/2025 SFG Wealth Management LLC.407$212K0.1%N/A0.000%
1/16/2025 Bremer Bank National Association621$324K0.1%-3.3%0.000%
1/16/2025 UMB Bank n.a.37,242$19.44M0.3%+0.8%0.010%
1/16/2025 Wealth Management Partners LLC2,059$1.08M0.5%+4.0%0.001%
1/16/2025 M.E. Allison & CO. Inc.860$449K0.5%N/A0.000%
1/16/2025 Willner & Heller LLC3,655$1.91M1.7%-5.7%0.001%
1/16/2025 Seilern Investment Management Ltd158,091$82.52M4.7%N/A0.044%
1/16/2025 Diversify Advisory Services LLC7,227$3.96M0.2%+42.4%0.002%
1/16/2025 Pine Haven Investment Counsel Inc1,584$827K0.7%-2.2%0.000%
1/16/2025 Diversify Wealth Management LLC8,063$4.41M0.3%+101.7%0.002%
1/16/2025 LVW Advisors LLC1,448$756K0.1%+1.3%0.000%
1/16/2025 Grove Bank & Trust686$358K0.0%-5.2%0.000%
1/16/2025 Brady Martz Wealth Solutions LLC1,028$554K0.1%N/A0.000%
1/16/2025 Cambridge Advisors Inc.1,518$792K0.2%+2.7%0.000%
1/16/2025 Renaissance Investment Group LLC30,151$15.74M3.3%-1.2%0.008%
1/16/2025 Artemis Investment Management LLP53,789$28.08M0.4%-42.1%0.015%
1/16/2025 Liberty One Investment Management LLC1,372$716K0.1%-17.9%0.000%
1/16/2025 Cadinha & Co. LLC64,943$33.90M5.6%+11.7%0.018%
1/16/2025 Clarius Group LLC2,089$1.09M0.1%+11.8%0.001%
1/15/2025 Oak Ridge Investments LLC17,021$8.88M0.7%+69.2%0.005%
1/15/2025 BNC Wealth Management LLC11,148$5.82M1.9%+5.7%0.003%
1/15/2025 Moss Adams Wealth Advisors LLC717$374K0.0%+14.4%0.000%
1/15/2025 Riversedge Advisors LLC849$443K0.1%+5.1%0.000%
1/15/2025 Sandbox Financial Partners LLC391$204K0.1%-10.1%0.000%
1/15/2025 Financial Management Professionals Inc.1,770$924K0.1%-2.7%0.000%
1/15/2025 Jackson Square Capital LLC4,792$2.50M0.6%+60.2%0.001%
1/15/2025 Ameritas Advisory Services LLC1,628$850K0.0%+24.8%0.000%
1/15/2025 HB Wealth Management LLC9,908$5.17M0.1%+9.7%0.003%
1/15/2025 Trust Co. of Vermont5,095$2.66M0.1%-0.5%0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.930$485K0.0%+46.9%0.000%
1/15/2025 Howard Financial Services LTD.837$437K0.1%+4.0%0.000%
1/15/2025 Arkadios Wealth Advisors14,533$7.59M0.4%+9.2%0.004%
1/15/2025 Lake Street Private Wealth LLC436$228K0.0%-15.3%0.000%
1/15/2025 TrueWealth Advisors LLC1,037$541K0.2%+27.1%0.000%
1/15/2025 Arthur M. Cohen & Associates LLC10,340$5.40M1.0%+5.3%0.003%
1/15/2025 Brooklyn Investment Group2,913$1.52M0.5%+3.4%0.001%
1/15/2025 Cranbrook Wealth Management LLC244$128K0.0%+98.4%0.000%
1/15/2025 Carderock Capital Management Inc.21,708$11.33M2.8%-1.6%0.006%
1/15/2025 Sax Wealth Advisors LLC629$328K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC6,664$3.48M0.1%+49.7%0.002%
1/15/2025 Householder Group Estate & Retirement Specialist LLC84$43K0.0%-18.4%0.000%
1/15/2025 Relyea Zuckerberg Hanson LLC606$316K0.0%+9.2%0.000%
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1/15/2025 CNB Bank4,096$2.14M1.0%-2.2%0.001%
1/15/2025 Avanza Fonder AB36,433$19.02M0.6%N/A0.010%
1/15/2025 Wealthcare Advisory Partners LLC4,004$2.09M0.1%+2.5%0.001%
1/15/2025 Procyon Advisors LLC6,744$3.52M0.2%+7.8%0.002%
1/15/2025 Everpar Advisors LLC1,350$705K0.4%-2.9%0.000%
1/15/2025 RDA Financial Network7,967$4.16M1.2%-3.7%0.002%
1/15/2025 Woodstock Corp87,007$45.41M4.4%-0.2%0.024%
1/15/2025 Goldstone Financial Group LLC513$268K0.0%+7.1%0.000%
1/15/2025 KMG Fiduciary Partners LLC14,249$7.44M0.6%+0.1%0.004%
1/15/2025 Decker Retirement Planning Inc.69$36K0.0%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, 1,874 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 1,626 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. ($1.54M).

How much institutional buying is happening at Intuitive Surgical?

Institutional investors have bought a total of 692,780,794 shares in the last 24 months. This purchase volume represents approximately $237.16B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,084 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), International Assets Investment Management LLC ($1.09M), and Sustainable Growth Advisers LP ($1.02M).

How much institutional selling is happening at Intuitive Surgical?

Institutional investors have sold a total of 39,256,741 shares in the last 24 months. This volume of shares sold represents approximately $13.37B in transactions.



This page (NASDAQ:ISRG) was last updated on 1/21/2025 by MarketBeat.com Staff
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