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Intuitive Surgical (ISRG) Institutional Ownership

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$420.24 -1.82 (-0.43%)
Closing price 04:00 PM Eastern
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$418.17 -2.07 (-0.49%)
As of 07:16 PM Eastern
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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)
1614
Total
Institutional Inflows
(last 12 months)
$18.64B
Number of
Institutional Sellers
(last 12 months)
997
Total
Institutional Outflows
(last 12 months)
$11.13B
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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
10/14/2026Fairfield Financial Advisors LTD3,965$1.61M0.6%-22.5%0.001%
10/14/2026Lodestone Wealth Management LLC582$237K0.1%+236.4%0.000%
10/14/2026Generate Investment Management Ltd2,154$876K0.0%-93.3%0.001%
10/14/2026MinichMacGregor Wealth Management LLC676$275K0.0%+24.3%0.000%
10/14/2026First Citizens Bank & Trust Co.22,884$9.31M0.1%+9.2%0.006%
10/14/2026Focus Financial Network Inc.1,976$804K0.0%+34.1%0.001%
10/14/2026Roberts Wealth Advisors LLC11,345$4.61M1.0%+19.0%0.003%
10/14/2026JM2 Capital Inc.688$280K0.2%-15.0%0.000%
10/14/2026KMG Fiduciary Partners LLC12,530$5.10M0.5%-1.0%0.004%
10/14/2026Salem Investment Counselors Inc.64,200$26.11M0.6%+1.2%0.018%
10/14/2026Signal Advisors Wealth LLC11,385$4.63M0.2%+9.4%0.003%
10/14/2026B. Riley Wealth Advisors Inc.7,875$3.20M0.1%+28.7%0.002%
10/14/2026Krilogy Financial LLC12,467$5.33M0.1%+79.9%0.004%
10/13/2026Lineweaver Wealth Advisors LLC1,846$751K0.1%+15.4%0.001%
10/13/2026Davis Rea LTD.20,000$8.13M2.3%N/A0.006%
10/13/2026Bouvel Investment Partners LLC14,241$5.79M1.4%-1.4%0.004%
10/13/2026Salvus Wealth Management LLC628$255K0.1%-5.4%0.000%
10/13/2026Seilern Investment Management Ltd133,918$54.46M6.8%+15.8%0.038%
10/13/2026Worthington Financial Partners LLC1,885$767K0.7%+1.3%0.001%
10/13/2026Sax Wealth Advisors LLC4,381$1.78M0.1%+32.1%0.001%
10/13/2026Fragasso Financial Advisors Inc944$400K0.0%+9.8%0.000%
10/13/2026NorthCrest Asset Manangement LLC18,534$7.70M0.2%+16.0%0.005%
10/13/2026Avior Wealth Management LLC1,542$627K0.0%-13.1%0.000%
10/13/2026Perpetual Ltd1,394$567K0.0%-29.7%0.000%
10/13/2026Woodstock Corp84,643$34.42M2.8%+4.3%0.024%
10/13/2026JGP Wealth Management LLC2,593$1.05M0.1%+11.6%0.001%
10/10/2026Jacobs & Co. CA29,299$11.91M1.1%+12.5%0.008%
10/10/2026Valley Wealth Managers Inc.4,954$2.01M0.1%+2.4%0.001%
10/10/2026Schaper Benz & Wise Investment Counsel Inc. WI41,642$16.93M1.0%+6.4%0.012%
10/10/2026Atlas Brown Inc.563$229K0.1%+6.0%0.000%
10/9/2026Sound Income Strategies LLC1,057$439K0.0%N/A0.000%
10/9/2026GK Wealth Management LLC311$126K0.1%N/A0.000%
10/9/2026Balefire LLC730$297K0.0%-11.5%0.000%
10/9/2026Successful Portfolios LLC534$216K0.1%+6.0%0.000%
10/9/2026Riversedge Advisors LLC1,654$673K0.1%+74.5%0.000%
10/9/2026Wedmont Private Capital8,163$3.39M0.1%+51.8%0.002%
10/9/2026Journey Retirement Planning & Investment Management LLC1,016$413K0.3%-16.1%0.000%
10/9/2026Central Bank & Trust Co.15,244$6.20M0.9%+5.5%0.004%
10/9/2026WoodTrust Financial Corp5,870$2.39M0.3%+40.8%0.002%
10/9/2026Douglas Lane & Associates LLC102,898$41.84M0.5%+112.6%0.029%
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10/9/2026Breakwater Capital Group499$203K0.0%N/A0.000%
10/9/2026Legacy Wealth Asset Management LLC4,857$1.98M0.4%+62.9%0.001%
10/9/2026LifeGoal Investments LLC823$335K0.1%N/A0.000%
10/9/2026Mn Services Vermogensbeheer B.V.104,678$42.57M0.3%+1.2%0.030%
10/9/2026Acropolis Investment Management LLC1,111$452K0.0%-13.7%0.000%
10/9/2026GAMMA Investing LLC8,334$3.39M0.1%+19.8%0.002%
10/9/2026Bell Asset Management Ltd6,601$2.68M1.0%N/A0.002%
10/8/2026Grove Bank & Trust1,721$700K0.1%-14.7%0.000%
10/8/2026Sapient Capital LLC2,437$991K0.0%-8.0%0.001%
10/8/2026Westwind Capital21,072$8.57M2.1%-7.1%0.006%
10/8/2026CoreCap Advisors LLC1,299$528K0.0%+2.8%0.000%
10/8/2026YHB Investment Advisors Inc.23,672$9.63M0.6%+2.2%0.007%
10/8/2026Apella Capital LLC3,230$1.34M0.0%+162.8%0.001%
10/8/2026Everhart Financial Group Inc.3,298$1.34M0.1%-7.9%0.001%
10/8/2026Gradient Investments LLC50,280$20.45M0.3%+5.5%0.014%
10/8/2026Avidian Wealth Enterprises LLC1,904$774K0.0%+28.5%0.001%
10/8/2026Quintet Private Bank Europe S.A.3,862$1.57M0.1%-88.6%0.001%
10/8/2026Toth Financial Advisory Corp897$365K0.0%+130.0%0.000%
10/8/2026Whalen Wealth Management Inc.1,304$530K0.2%N/A0.000%
10/7/2026Venture Visionary Partners LLC6,394$2.60M0.1%+1.3%0.002%
10/7/2026Cooper Financial Group1,143$465K0.0%-11.1%0.000%
10/7/2026Elm3 Financial Group LLC1,060$431K0.3%N/A0.000%
10/7/2026Canandaigua National Trust Co of Florida1,224$498K0.3%N/A0.000%
10/7/2026Canandaigua National Bank & Trust Co.2,935$1.19M0.1%+267.3%0.001%
10/7/2026Bath Savings Trust Co12,423$5.05M0.5%-0.3%0.004%
10/7/2026Decision Investments Inc.1,890$769K0.7%+2.9%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.8,458$3.44M0.4%-13.5%0.002%
10/7/2026S.E.E.D. Planning Group LLC33,613$13.67M3.2%+17.1%0.010%
10/7/2026North Point Portfolio Managers Corp OH66$27K0.0%N/A0.000%
10/7/2026Strong Retirement Solutions LLC3,689$1.50M0.8%+16.3%0.001%
10/6/2026Congress Asset Management Co.33,101$13.46M0.1%-89.0%0.009%
10/6/2026Moody National Bank Trust Division5,924$2.41M0.2%+40.8%0.002%
10/6/2026Hall Laurie J Trustee825$335K0.1%-10.8%0.000%
10/6/2026Private Capital Advisors Inc.1,218$495K0.0%N/A0.000%
10/6/2026Central Pacific Bank Trust Division4,906$2.00M0.2%-2.4%0.001%
10/5/2026Rosenberg Matthew Hamilton510$207K0.0%+13.3%0.000%
10/5/2026Tompkins Financial Corp13,897$5.65M0.4%-5.1%0.004%
10/5/2026Neville Rodie & Shaw Inc.5,430$2.21M0.2%-14.1%0.002%
10/5/2026Eastover Investment Advisors LLC15,287$6.22M2.6%+1.2%0.004%
10/5/2026Eastern Bank1,215$494K0.0%-66.1%0.000%
10/5/2026MassMutual Private Wealth & Trust FSB966$393K0.0%+10.8%0.000%
10/2/2026 CX Institutional2,055$836K0.0%+5.0%0.001%
10/2/2026 Versant Capital Management Inc1,230$500K0.0%+66.2%0.000%
10/1/2026 Defender Capital LLC.16,640$6.77M2.1%+75.7%0.005%
10/1/2026 Doliver Advisors LP2,543$1.03M0.2%-5.8%0.001%
9/23/2026QRG Capital Management Inc.95,883$38.13M0.3%+34.0%0.027%
9/23/2026Envestnet Portfolio Solutions Inc.31,826$12.66M0.1%+4.1%0.009%
9/22/2026Andra AP fonden81,770$32.52M0.4%+63.4%0.023%
9/21/2026Silicon Valley Capital Partners8,971$3.57M0.3%-2.8%0.003%
9/15/2026Anchor Investment Management LLC7,408$2.95M0.2%+12.3%0.002%
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9/10/2026ABS Direct Equity Fund LLC795$316K0.3%+120.8%0.000%
9/9/2026Rench Wealth Management Inc.15,743$6.26M1.7%+2.0%0.004%
9/9/2026Blue Edge Capital LLC1,221$486K0.1%-17.9%0.000%
9/9/2026Sequoia Financial Advisors LLC11,226$4.46M0.0%-1.2%0.003%
9/9/2026IPG Investment Advisors LLC549$218K0.0%N/A0.000%
9/9/2026MCF Advisors LLC153$61K0.0%-21.1%0.000%
9/9/2026Scholtz & Company LLC5,040$2.00M1.0%-4.8%0.001%
9/9/2026National Pension Service749,814$298.19M0.2%+3.1%0.212%
9/9/2026M.E. Allison & CO. Inc.765$304K0.2%-5.6%0.000%
9/9/2026Engineers Gate Manager LP34,040$13.54M0.2%+509.1%0.010%


ISRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,618 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 2,351 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 36,822,675 shares in the last 24 months. This purchase volume represents approximately $18.64B in transactions.

Of the 987 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: Capital Research Global Investors ($1.69M), Franklin Resources Inc. ($997.85K), Amundi ($992.21K), Bank of New York Mellon Corp ($967.09K), Invesco Ltd. ($903.67K), Rakuten Investment Management Inc. ($802.60K), and Assenagon Asset Management S.A. ($745.17K).

Institutional investors have sold a total of 22,214,629 shares in the last 24 months. This volume of shares sold represents approximately $11.13B in transactions.



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 10/14/2026. New 13F filings are added each quarter as they're published.
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