Intuitive Surgical (ISRG) Institutional Ownership

$375.33
+2.21 (+0.59%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1089
Total
Institutional Inflows
(last 12 months)
$229.27B
Number of
Institutional Sellers
(last 12 months)
749
Total
Institutional Outflows
(last 12 months)
$5.71B
Get ISRG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Intuitive Surgical stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/27/2024James Hambro & Partners239,445$95.51M4.5%+1.5%0.068%
4/27/2024Vigilare Wealth Management898$358K0.2%-9.8%0.000%
4/27/2024Conning Inc.2,495$996K0.0%-2.3%0.001%
4/27/2024K.J. Harrison & Partners Inc2,024$808K0.1%N/A0.001%
4/26/2024Trueblood Wealth Management LLC1,079$431K0.2%+7.3%0.000%
4/26/2024Securian Asset Management Inc.20,752$8.28M0.2%-6.9%0.006%
4/26/2024Harrington Investments INC2,333$931K0.5%+11.6%0.001%
4/26/2024McGuire Investment Group LLC23,465$9.37M1.4%+0.5%0.007%
4/26/2024UMB Bank n.a.25,677$10.25M0.2%-1.5%0.007%
4/26/2024Yousif Capital Management LLC54,724$21.84M0.2%-1.5%0.015%
4/26/2024YHB Investment Advisors Inc.22,863$9.12M0.8%+0.3%0.006%
4/26/2024Peregrine Capital Management LLC134,847$53.82M1.5%-1.7%0.038%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.750$299K0.0%-25.0%0.000%
4/26/2024First National Trust Co3,178$1.27M0.1%+1.6%0.001%
4/26/2024Clear Creek Financial Management LLC1,402$560K0.1%-16.6%0.000%
4/26/2024Legacy Bridge LLC3,935$1.57M0.9%+1.4%0.001%
4/26/2024SYSTM Wealth Solutions LLC10,501$4.19M0.5%+109.7%0.003%
4/26/2024Sumitomo Life Insurance Co.17,420$6.85M0.2%+69.1%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.599$239K0.0%N/A0.000%
4/26/2024MONECO Advisors LLC1,012$404K0.1%+3.6%0.000%
4/26/2024Sigma Investment Counselors Inc.18,958$7.57M0.4%-0.8%0.005%
4/26/2024KG&L Capital Management LLC740$295K0.1%-11.3%0.000%
4/26/2024Verdence Capital Advisors LLC2,052$819K0.1%-2.5%0.001%
4/26/2024Petredis Investment Advisors LLC11,678$4.66M0.6%+2.0%0.003%
4/26/2024Terra Nova Asset Management LLC1,611$643K0.5%N/A0.000%
4/26/2024Tritonpoint Wealth LLC31,332$12.50M1.2%-7.1%0.009%
4/25/2024Jacobsen Capital Management503$201K0.1%N/A0.000%
4/25/2024Lindbrook Capital LLC1,448$578K0.1%+3.7%0.000%
4/25/2024New York State Teachers Retirement System336,214$134.18M0.3%-1.6%0.095%
4/25/2024WCM Investment Management LLC1,717,956$685.62M1.6%+1.0%0.484%
4/25/2024TRUE Private Wealth Advisors1,109$442K0.1%-2.4%0.000%
4/25/2024Bank of New York Mellon Corp6,384,837$2.55B0.5%-4.8%1.800%
4/25/2024Strategy Asset Managers LLC2,738$1.09M0.2%-24.9%0.001%
4/25/2024Bridges Investment Management Inc.66,675$26.61M0.8%+4.4%0.019%
4/25/2024Equitable Trust Co.3,299$1.32M0.1%-8.3%0.001%
4/25/2024Schnieders Capital Management LLC579$231K0.0%N/A0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 86,769$34.63M0.1%-3.2%0.024%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund66,579$26.57M0.3%+0.5%0.019%
4/25/2024Aaron Wealth Advisors LLC1,683$672K0.1%-2.1%0.000%
4/25/2024 Valeo Financial Advisors LLC3,313$1.24M0.0%+12.3%0.001%
What is Medicare Supplement Insurance? (Ad)

Original Medicare helps covers a lot of hospital and medical services, but it still leaves some out- of- pocket medical costs to recipients. Make sure your family’s nest egg is protected from unpredictable medical expenses. Consider applying for a Medicare Supplement Insurance Plan that travels with you.

Learn More Here
4/25/2024Kercheville Advisors LLC655$261K0.1%N/A0.000%
4/25/2024 IMA Wealth Inc.5,736$2.29M1.1%-2.5%0.002%
4/25/2024 Summit Financial LLC3,612$1.44M0.1%-3.7%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.32,933$13.14M0.1%+24.9%0.009%
4/24/2024 Elite Wealth Management Inc.24,294$9.70M0.3%+10.1%0.007%
4/24/2024 Leavell Investment Management Inc.3,014$1.20M0.1%+3.8%0.001%
4/24/2024 CENTRAL TRUST Co2,339$933K0.0%+7.0%0.001%
4/24/2024 V Square Quantitative Management LLC3,820$1.53M0.3%+58.8%0.001%
4/24/2024 Pegasus Partners Ltd.1,209$482K0.1%-17.0%0.000%
4/24/2024 Premier Path Wealth Partners LLC2,713$1.08M0.2%-1.6%0.001%
4/24/2024 Trinity Legacy Partners LLC778$310K0.1%-26.3%0.000%
4/24/2024 Dakota Wealth Management9,078$3.62M0.1%+15.1%0.003%
4/24/2024 Eastover Investment Advisors LLC4,566$1.82M0.9%+1.1%0.001%
4/24/2024 Simplicity Wealth LLC28,019$11.18M0.3%N/A0.008%
4/24/2024 NBT Bank N A NY1,667$665K0.0%+4.7%0.000%
4/24/2024 Spire Wealth Management5,343$2.13M0.1%+0.8%0.002%
4/24/2024 Essex Financial Services Inc.1,607$641K0.1%+13.8%0.000%
4/24/2024 Assenagon Asset Management S.A.1,285,565$513.06M1.2%+111.7%0.362%
4/23/2024 Canal Capital Management LLC8,547$3.41M0.6%+7.7%0.002%
4/23/2024 BSW Wealth Partners978$390K0.1%+34.2%0.000%
4/23/2024 Carderock Capital Management Inc.8,444$3.37M0.9%N/A0.002%
4/23/2024 Global Retirement Partners LLC1,620$647K0.0%-3.5%0.000%
4/23/2024 Cornell Pochily Investment Advisors Inc.680$271K0.1%+10.6%0.000%
4/23/2024 Mason & Associates Inc504$201K0.1%N/A0.000%
4/23/2024 Covenant Asset Management LLC10,924$4.36M0.7%+1.1%0.003%
4/23/2024 Sweet Financial Partners LLC506$202K0.0%N/A0.000%
4/23/2024 LaFleur & Godfrey LLC2,206$880K0.1%-7.2%0.001%
4/23/2024 Louisiana State Employees Retirement System48,100$19.20M0.4%-2.4%0.014%
4/23/2024 Sage Mountain Advisors LLC1,368$546K0.1%+2.9%0.000%
4/23/2024 Moody Lynn & Lieberson LLC15,184$6.06M0.4%+125.7%0.004%
4/23/2024 WASHINGTON TRUST Co48,709$19.44M0.7%-1.1%0.014%
4/23/2024 Rational Advisors LLC2,400$958K0.1%+627.3%0.001%
4/23/2024 Amalgamated Bank76,161$30.40M0.3%-12.6%0.021%
4/23/2024 Legacy Trust12,227$4.88M1.2%+1.4%0.003%
4/23/2024 Hall Laurie J Trustee1,125$449K0.2%-4.3%0.000%
4/23/2024 New Mexico Educational Retirement Board17,742$7.08M0.2%-2.7%0.005%
4/23/2024 Sugarloaf Wealth Management LLC534$213K0.0%+5.7%0.000%
4/23/2024 Fifth Third Bancorp168,311$67.17M0.3%+6.1%0.047%
4/23/2024 Wesbanco Bank Inc.1,184$473K0.0%N/A0.000%
4/23/2024 Summit Trail Advisors LLC4,562$1.82M0.0%+19.6%0.001%
4/23/2024 Stablepoint Partners LLC5,110$2.04M0.4%+15.2%0.001%
4/23/2024 Principle Wealth Partners LLC3,411$1.36M0.1%+205.1%0.001%
4/23/2024 Cigna Investments Inc. New3,700$1.48M0.3%-1.0%0.001%
4/23/2024 Strategic Blueprint LLC3,559$1.42M0.1%+2.9%0.001%
4/23/2024 Accurate Wealth Management LLC5,219$1.91M0.5%+3.5%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.105,613$42.15M0.1%+0.9%0.030%
4/23/2024 Stonegate Investment Group LLC2,425$968K0.0%-6.9%0.001%
4/23/2024 Sapient Capital LLC77,813$31.05M0.7%+0.4%0.022%
4/22/2024 Strategic Financial Concepts LLC660$263K0.1%N/A0.000%
4/22/2024 Confluence Wealth Services Inc.666$266K0.0%+11.0%0.000%
What is Medicare Supplement Insurance? (Ad)

Original Medicare helps covers a lot of hospital and medical services, but it still leaves some out- of- pocket medical costs to recipients. Make sure your family’s nest egg is protected from unpredictable medical expenses. Consider applying for a Medicare Supplement Insurance Plan that travels with you.

Learn More Here
4/22/2024 Bedrijfstakpensioenfonds Voor DE Media PNO69,150$25.55M3.4%-8.7%0.020%
4/22/2024 Nilsine Partners LLC6,502$2.60M0.4%-0.9%0.002%
4/22/2024 PFG Investments LLC2,793$1.12M0.1%+45.2%0.001%
4/22/2024 Altfest L J & Co. Inc.1,905$760K0.1%-15.2%0.001%
4/22/2024 Raymond James & Associates326,295$130.22M0.1%+29.8%0.092%
4/22/2024 EFG Asset Management Americas Corp.644$257K0.1%-41.6%0.000%
4/22/2024 Arthur M. Cohen & Associates LLC9,195$3.67M0.8%+3.9%0.003%
4/22/2024 IFM Investors Pty Ltd73,016$29.14M0.3%-0.7%0.021%
4/22/2024 GraniteShares Advisors LLC3,536$1.41M0.7%-1.4%0.001%
4/22/2024 Everpar Advisors LLC1,061$423K0.3%-15.2%0.000%
(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, 1,718 institutional investors and hedge funds held shares of Intuitive Surgical. The most heavily invested institutionals were Vanguard Group Inc. ($8.73B), BlackRock Inc. ($7.39B), Price T Rowe Associates Inc. MD ($5.73B), State Street Corp ($5.06B), Bank of New York Mellon Corp ($2.55B), Capital World Investors ($2.43B), 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 1,506 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 ($643.22M), Jennison Associates LLC ($4.57M), Norges Bank ($3.89M), BlackRock Inc. ($2.07M), Edgewood Management LLC ($1.88M), Alphinity Investment Management Pty Ltd ($1.79M), and WCM Investment Management LLC ($1.75M).

How much institutional buying is happening at Intuitive Surgical?

Institutional investors have bought a total of 702,611,605 shares in the last 24 months. This purchase volume represents approximately $236.65B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,058 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 ($5.27M), Polen Capital Management LLC ($3.43M), Jennison Associates LLC ($2.71M), Edgewood Management LLC ($1.67M), Bank of New York Mellon Corp ($1.62M), and Brown Advisory Inc. ($1.30M).

How much institutional selling is happening at Intuitive Surgical?

Institutional investors have sold a total of 54,478,574 shares in the last 24 months. This volume of shares sold represents approximately $13.93B in transactions.


This page (NASDAQ:ISRG) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners