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Intuitive Surgical (ISRG) Institutional Ownership

Intuitive Surgical logo
$377.81 +4.10 (+1.10%)
As of 03:17 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Intuitive Surgical (NASDAQ:ISRG)

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1691
Total
Institutional Inflows
(last 12 months)
$23.50B
Number of
Institutional Sellers
(last 12 months)
1074
Total
Institutional Outflows
(last 12 months)
$13.05B
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ISRG Institutional Buying and Selling by Quarter

Intuitive Surgical Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026Paladin Partners LLC1,422$566K0.4%N/A0.000%
8/7/2026Trust Co. of Vermont4,224$1.68M0.1%N/A0.001%
8/7/2026Hikari Power Ltd14,130$5.62M0.7%N/A0.004%
8/7/2026Plato Investment Management Ltd10,914$4.32M0.2%N/A0.003%
8/6/2026J.Safra Asset Management Corp147$58K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp3,358,863$1.34B0.2%N/A0.951%
8/6/2026S&CO Inc.5,121$2.04M0.1%N/A0.001%
8/6/2026Clearstead Trust LLC260$103K0.0%N/A0.000%
7/10/2026 Regent Peak Wealth Advisors LLC800$318K0.1%+7.2%0.000%
7/10/2026 Hyperion Asset Management Ltd419,329$166.76M4.4%+49.8%0.118%
7/10/2026 Abound Wealth Management384$153K0.0%-9.6%0.000%
7/10/2026 Northside Capital Management LLC1,683$669K0.1%N/A0.000%
7/10/2026 Annex Advisory Services LLC90,943$36.17M0.6%+37.4%0.026%
7/10/2026 Whitener Capital Management Inc.6,090$2.42M0.5%-2.6%0.002%
7/10/2026 Tema ETFs LLC9,704$3.86M0.1%+28.8%0.003%
7/10/2026 West Branch Capital LLC541$215K0.0%-17.3%0.000%
7/10/2026 Fiduciary Financial Group LLC972$387K0.0%+6.1%0.000%
7/10/2026 Doliver Advisors LP2,699$1.07M0.2%+22.9%0.001%
7/10/2026 Generali Investments Management Co LLC10,066$4.00M0.9%+2.5%0.003%
7/10/2026 E. Ohman J or Asset Management AB26,069$10.37M0.2%+20.7%0.007%
7/10/2026 Handelsbanken Fonder AB319,944$127.24M0.4%-8.9%0.090%
7/10/2026 Orrstown Financial Services Inc.1,692$673K0.1%-10.0%0.000%
7/10/2026 Salvus Wealth Management LLC664$264K0.1%-11.1%0.000%
7/10/2026 KMG Fiduciary Partners LLC12,662$5.04M0.5%-16.5%0.004%
7/10/2026 Fulton Bank N.A.2,370$943K0.0%-17.3%0.001%
7/10/2026 Wealthcare Advisory Partners LLC3,788$1.51M0.0%+2.4%0.001%
7/10/2026 Paladin Wealth LLC1,225$487K0.3%+31.4%0.000%
7/9/2026 Defender Capital LLC.9,470$3.77M1.2%+1,386.7%0.003%
7/9/2026 Harrell Investment Partners LLC1,945$773K0.2%+1.9%0.001%
7/9/2026 First Bank & Trust3,269$1.30M0.2%-4.7%0.001%
7/9/2026 Revolve Wealth Partners LLC1,742$693K0.1%-6.2%0.000%
7/9/2026 Finivi Inc.532$212K0.1%-59.6%0.000%
7/9/2026 Sapient Capital LLC2,648$1.05M0.0%-90.1%0.001%
7/9/2026 Atlas Brown Inc.531$211K0.1%-4.8%0.000%
7/9/2026 Focus Financial Network Inc.1,473$586K0.0%+6.7%0.000%
7/9/2026 Legacy Wealth Asset Management LLC2,981$1.19M0.3%+2.0%0.001%
7/9/2026 Birchbrook Inc.2,003$797K0.4%+19.7%0.001%
7/9/2026 Arista Wealth Management LLC2,371$943K0.1%-23.3%0.001%
7/9/2026 GoalVest Advisory LLC113$45K0.0%-38.3%0.000%
7/9/2026 Everhart Financial Group Inc.3,582$1.42M0.1%-15.0%0.001%
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7/9/2026 Jacobs & Co. CA26,043$10.36M0.9%N/A0.007%
7/9/2026 Sax Wealth Advisors LLC3,316$1.32M0.0%+31.3%0.001%
7/9/2026 Everpar Advisors LLC901$358K0.1%-25.0%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.10,025$3.99M0.1%+2.5%0.003%
7/9/2026 Legacy Wealth Management LLC MS1,613$641K0.2%-36.4%0.000%
7/9/2026 Sunburst Financial Group LLC574$228K0.0%+5.7%0.000%
7/9/2026 Valeo Financial Advisors LLC2,574$1.02M0.0%-24.6%0.001%
7/9/2026 Seilern Investment Management Ltd115,695$46.01M5.8%+17.6%0.033%
7/9/2026 Norway Savings Bank3,253$1.29M0.5%+2.5%0.001%
7/8/2026 Gradient Investments LLC47,640$18.95M0.3%+30.0%0.013%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.80$32K0.0%-89.3%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.36,626$14.57M0.5%-4.9%0.010%
7/8/2026 Trust Point Inc.1,559$620K0.1%-8.6%0.000%
7/8/2026 Teamwork Financial Advisors LLC1,024$407K0.0%-9.5%0.000%
7/8/2026 Abner Herrman & Brock LLC20,318$8.08M0.8%-8.1%0.006%
7/8/2026 Cooper Financial Group1,286$511K0.0%-10.6%0.000%
7/8/2026 Czech National Bank100,808$40.09M0.2%+4.2%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab67,208$26.73M0.2%+15.9%0.019%
7/8/2026 Assenagon Asset Management S.A.999,841$397.62M0.5%-42.7%0.282%
7/8/2026 Apella Capital LLC1,229$525K0.0%+38.7%0.000%
7/8/2026 Orser Capital Management LLC2,135$849K0.4%N/A0.001%
7/8/2026 Red Spruce Capital LLC640$255K0.1%+4.1%0.000%
7/8/2026 Westmount Partners LLC3,764$1.50M0.3%+6.2%0.001%
7/8/2026 Sarasin & Partners LLP244,426$97.20M1.1%+128.2%0.069%
7/8/2026 Evanson Financial LLC547$218K0.0%N/A0.000%
7/7/2026 180 Wealth Advisors LLC5,434$2.16M0.2%+21.1%0.002%
7/7/2026 JGP Wealth Management LLC2,323$924K0.1%+9.5%0.001%
7/7/2026 M.E. Allison & CO. Inc.765$304K0.2%-5.6%0.000%
7/7/2026 Balefire LLC825$328K0.1%-6.8%0.000%
7/7/2026 Dynamic Advisor Solutions LLC10,376$4.13M0.1%-2.1%0.003%
7/7/2026 Willner & Heller LLC3,510$1.40M0.9%+3.7%0.001%
7/7/2026 BDF Gestion12,069$4.80M0.6%-10.1%0.003%
7/7/2026 GAMMA Investing LLC6,956$2.77M0.1%-23.0%0.002%
7/7/2026 Grant Private Wealth Management Inc3,701$1.47M0.6%-1.1%0.001%
7/7/2026 Harbor Investment Advisory LLC3,647$1.45M0.1%-1.9%0.001%
7/7/2026 Central Pacific Bank Trust Division5,028$2M0.2%+0.8%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.799$318K0.0%N/A0.000%
7/7/2026 Moody National Bank Trust Division4,208$1.67M0.1%+2.3%0.001%
7/7/2026 Carderock Capital Management Inc.18,207$7.24M1.6%-1.8%0.005%
7/7/2026 Grove Bank & Trust2,018$803K0.1%-29.1%0.001%
7/7/2026 CoreCap Advisors LLC1,264$503K0.0%-11.3%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.886$352K0.1%+76.5%0.000%
7/7/2026 Howard Financial Services LTD.904$360K0.0%-19.4%0.000%
7/6/2026 Neville Rodie & Shaw Inc.6,320$2.51M0.2%-30.7%0.002%
7/6/2026 RDA Financial Network8,479$3.37M0.7%+18.6%0.002%
7/6/2026 Trilogy Capital Inc.8,873$3.53M0.1%+16.9%0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB872$347K0.0%-29.2%0.000%
7/2/2026 Versant Capital Management Inc740$294K0.0%-30.6%0.000%
7/2/2026 CX Institutional1,957$778K0.0%-2.3%0.001%
7/1/2026 Eastern Bank3,585$1.43M0.0%-2.1%0.001%
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6/30/2026BSN CAPITAL PARTNERS Ltd100,000$49.63M2.2%-41.5%0.028%
6/26/2026 Ravenstone Capital Management Inc.15,832$7.30M3.6%+6.0%0.004%
6/24/2026Basecamp Wealth Advisors LLC1,072$494K0.1%-2.3%0.000%
6/22/2026 Sapient Capital LLC26,752$12.33M0.2%-42.3%0.008%
6/18/2026Pacer Advisors Inc.74,268$34.24M0.1%+38.3%0.021%
6/12/2026Defilade Capital Management L.P.67,681$31.20M4.4%+48.2%0.019%
6/10/2026 FAS Wealth Partners Inc.5,282$2.44M0.2%+1.0%0.001%
6/9/2026 Rathbones Group PLC420,611$193.90M0.8%-5.6%0.119%
6/8/2026 Pine Valley Investments Ltd Liability Co2,350$1.08M0.0%+30.0%0.001%
6/4/2026 Evansbrook LLC1,651$761K0.5%+5.4%0.000%


ISRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,608 institutional investors and hedge funds held shares of Intuitive Surgical. The most heavily invested institutionals were Vanguard Group Inc. ($19.04B), State Street Corp ($8.89B), Price T Rowe Associates Inc. MD ($7.11B), FMR LLC ($5.65B), Geode Capital Management LLC ($4.64B), Capital World Investors ($4.45B), and Morgan Stanley ($3.25B).Learn more on Intuitive Surgical's institutional investors.

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

Of the 2,347 institutional investors that purchased Intuitive Surgical's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($14.37M), Nuveen LLC ($3.46M), Bank of New York Mellon Corp ($3.36M), GAMMA Investing LLC ($3.03M), J. Stern & Co. LLP ($2.12M), Arrowstreet Capital Limited Partnership ($1.91M), and Vanguard Group Inc. ($1.76M).

Institutional investors have bought a total of 45,515,884 shares in the last 24 months. This purchase volume represents approximately $23.50B in transactions.

Of the 1,070 institutional investors that sold Intuitive Surgical's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amundi ($1.81M), Capital Research Global Investors ($1.69M), Assenagon Asset Management S.A. ($1.59M), Franklin Resources Inc. ($1.26M), Bank of New York Mellon Corp ($967.09K), Invesco Ltd. ($903.67K), and Edgewood Management LLC ($884.26K).

Institutional investors have sold a total of 25,823,801 shares in the last 24 months. This volume of shares sold represents approximately $13.05B in transactions.


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Institutional ownership data for NASDAQ:ISRG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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