Intuitive Surgical (ISRG) Institutional Ownership

$374.80
-2.28 (-0.60%)
(As of 12:21 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)
1093
Total
Institutional Inflows
(last 12 months)
$229.33B
Number of
Institutional Sellers
(last 12 months)
747
Total
Institutional Outflows
(last 12 months)
$5.58B
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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
4/24/2024Spire Wealth Management5,343$2.13M0.1%+0.8%0.002%
4/24/2024Essex Financial Services Inc.1,607$641K0.1%+13.8%0.000%
4/24/2024Assenagon 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%
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%
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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%
4/20/2024Maryland State Retirement & Pension System27,423$10.21M0.2%+0.9%0.008%
4/19/2024Teamwork Financial Advisors LLC25,930$10.35M1.6%+32.1%0.007%
4/19/2024Veracity Capital LLC610$243K0.1%N/A0.000%
4/19/2024American National Bank & Trust Co. VA2,349$937K0.2%N/A0.001%
4/19/2024Oak Harvest Investment Services6,161$2.46M0.4%+3.6%0.002%
4/19/2024Legacy Wealth Asset Management LLC6,200$2.47M0.7%-3.0%0.002%
4/19/2024First Trust Direct Indexing L.P.10,288$4.11M0.3%+7.0%0.003%
4/19/2024Kovack Advisors Inc.1,320$527K0.1%-2.2%0.000%
4/19/2024Norden Group LLC18,373$7.33M0.1%+2,441.2%0.005%
4/19/2024Lake Street Private Wealth LLC6,009$2.40M0.3%+53.0%0.002%
4/19/2024Valley National Advisers Inc.481$191K0.0%+34.0%0.000%
4/19/2024State of Alaska Department of Revenue39,389$15.72M0.2%-0.7%0.011%
4/19/2024Azzad Asset Management Inc. ADV18,952$7.56M0.9%+0.3%0.005%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.1,451,414$579.25M0.4%-1.2%0.409%
4/18/2024Naviter Wealth LLC502$200K0.0%N/A0.000%
4/18/2024State of Michigan Retirement System197,053$78.64M0.4%-9.1%0.056%
4/18/2024Deepwater Asset Management LLC33,360$13.31M5.0%-8.8%0.009%
4/18/2024Cullinan Associates Inc.6,400$2.55M0.1%+300.0%0.002%
4/18/2024Allspring Global Investments Holdings LLC460,802$183.90M0.3%-23.5%0.130%
4/18/2024Vaughan Nelson Investment Management L.P.4,260$1.70M0.0%+33.5%0.001%
4/18/2024Congress Wealth Management LLC DE 41,494$16.56M0.3%+0.5%0.012%
4/18/2024Park Place Capital Corp1,886$753K0.3%-4.1%0.001%
4/18/2024Claro Advisors LLC819$327K0.1%+25.0%0.000%
4/18/2024Miracle Mile Advisors LLC1,478$590K0.0%+2.8%0.000%
4/18/2024Diversified Trust Co6,574$2.62M0.1%+7.9%0.002%
4/18/2024Aviance Capital Partners LLC1,533$612K0.1%N/A0.000%
4/18/2024Mirador Capital Partners LP3,726$1.49M0.3%+9.4%0.001%
4/18/2024Oak Asset Management LLC8,085$3.23M1.2%-2.2%0.002%
4/18/2024LVW Advisors LLC1,201$479K0.1%+13.3%0.000%
4/18/2024Optas LLC552$220K0.1%N/A0.000%
4/18/2024Arlington Financial Advisors LLC15,314$6.11M1.3%-5.3%0.004%
4/17/2024 New Mexico Educational Retirement Board20,842$8.32M0.3%+14.3%0.006%
4/17/2024Founders Financial Securities LLC1,934$772K0.1%-22.2%0.001%
4/17/2024Atticus Wealth Management LLC237$95K0.0%+166.3%0.000%
4/17/2024Vicus Capital901$360K0.0%N/A0.000%
4/17/2024Alpha Omega Wealth Management LLC516$206K0.0%N/A0.000%
4/17/2024First Bank & Trust7,936$3.17M0.7%-2.0%0.002%
4/17/2024Burns J W & Co. Inc. NY7,329$2.93M0.4%+4.7%0.002%
4/17/2024Hennion & Walsh Asset Management Inc.7,785$3.11M0.2%+8.6%0.002%
4/16/2024Toth Financial Advisory Corp120$48K0.0%-19.5%0.000%
4/16/2024Trust Co. of Virginia VA2,421$966K0.1%-6.0%0.001%
4/16/2024Trifecta Capital Advisors LLC9,233$3.69M0.9%+8.0%0.003%
4/16/2024Hodges Capital Management Inc.10,536$4.21M0.3%+32.3%0.003%
4/16/2024WD Rutherford LLC8,111$3.24M1.7%-3.5%0.002%
4/16/2024Norris Perne & French LLP MI1,441$575K0.0%+4.2%0.000%
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4/16/2024OneAscent Financial Services LLC2,185$872K0.1%-3.7%0.001%
4/16/2024OneAscent Wealth Management LLC1,906$761K0.3%-17.2%0.001%
4/16/2024KRS Capital Management LLC1,240$495K0.4%+19.8%0.000%
4/16/2024Capital Insight Partners LLC17,569$7.01M1.3%+11.0%0.005%
4/16/2024AMF Tjanstepension AB138,350$55.21M0.4%+2.8%0.039%
4/16/2024Register Financial Advisors LLC243$97K0.1%N/A0.000%
4/16/2024Capital Asset Advisory Services LLC6,051$2.35M0.1%+6.3%0.002%
4/16/2024Artemis Investment Management LLP80,190$31.99M0.4%N/A0.023%
4/16/2024Fifth Third Wealth Advisors LLC1,199$479K0.1%+44.8%0.000%
4/16/2024Transform Wealth LLC5,158$2.06M0.2%-51.9%0.001%
(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, 1,722 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), Capital World Investors ($2.43B), FMR LLC ($2.26B), and Geode Capital Management LLC ($2.25B).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 1,505 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 ($1.73M).

How much institutional buying is happening at Intuitive Surgical?

Institutional investors have bought a total of 702,640,672 shares in the last 24 months. This purchase volume represents approximately $236.66B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,056 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 ($1.30M), and Brown Advisory Inc. ($1.30M).

How much institutional selling is happening at Intuitive Surgical?

Institutional investors have sold a total of 54,183,954 shares in the last 24 months. This volume of shares sold represents approximately $13.80B in transactions.


This page (NASDAQ:ISRG) was last updated on 4/24/2024 by MarketBeat.com Staff

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