Intuitive Surgical (ISRG) Institutional Ownership

$441.30

+4.56 (+1.04%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 83.64%
Number of Institutional Buyers (last 12 months): 1091
Total Institutional Inflows (last 12 months): $9.67B

Number of Institutional Sellers (last 12 months): 720
Total Institutional Outflows (last 12 months): $6.22B

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ISRG Institutional Buying and Selling by Quarter

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Intuitive Surgical Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	BLB&B Advisors LLC	783	$348K	0.0%	+28.6%	0.000%
7/26/2024	Conning Inc.	2,566	$1.14M	0.0%	+2.8%	0.001%
7/26/2024	K.J. Harrison & Partners Inc	3,024	$1.35M	0.2%	+49.4%	0.001%
7/26/2024	McClarren Financial Advisors Inc.	444	$198K	0.1%	+1,245.5%	0.000%
7/26/2024	Simmons Bank	14,695	$6.54M	0.5%	-0.8%	0.004%
7/26/2024	Harbour Investments Inc.	1,473	$655K	0.0%	+3.3%	0.000%
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7/26/2024	Eagle Bay Advisors LLC	613	$273K	0.2%	-34.4%	0.000%
7/26/2024	AustralianSuper Pty Ltd	11,746	$5.23M	0.0%	+2.5%	0.003%
7/26/2024	Atomi Financial Group Inc.	1,185	$527K	0.0%	+36.7%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	26,366	$11.73M	0.0%	-19.9%	0.007%
7/26/2024	ARK Investment Management LLC	33,280	$14.81M	0.1%	-10.0%	0.009%
7/26/2024	Legato Capital Management LLC	6,033	$2.68M	0.4%	-15.0%	0.002%
7/26/2024	Dearborn Partners LLC	927	$412K	0.0%	+4.0%	0.000%
7/26/2024	RiverPark Advisors LLC	5,298	$2.36M	2.0%	-6.5%	0.001%
7/26/2024	Riverpark Capital Management LLC	5,067	$2.25M	3.0%	-1.7%	0.001%
7/26/2024	GAM Holding AG	49,602	$22.07M	1.7%	-33.3%	0.014%
7/26/2024	Mitsubishi UFJ Asset Management UK Ltd.	5,300	$2.36M	1.2%	-24.3%	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	429,953	$191.27M	0.3%	-6.7%	0.121%
7/26/2024	State of Michigan Retirement System	197,653	$87.93M	0.5%	+0.3%	0.056%
7/26/2024	Liontrust Investment Partners LLP	384,281	$170.95M	2.4%	-5.8%	0.108%
7/26/2024	Hyman Charles D	49,507	$22.02M	1.2%	+36.8%	0.014%
7/26/2024	SlateStone Wealth LLC	4,038	$1.80M	0.2%	N/A	0.001%
7/26/2024	Bailard Inc.	1,230	$547K	0.0%	+25.0%	0.000%
7/26/2024	Verdence Capital Advisors LLC	1,704	$758K	0.1%	-17.0%	0.000%
7/26/2024	AlphaCentric Advisors LLC	2,000	$890K	0.7%	-33.3%	0.001%
7/26/2024	Bank of New York Mellon Corp	5,673,538	$2.52B	0.5%	-11.1%	1.600%
7/26/2024	Catalyst Financial Partners LLC	1,767	$786K	0.2%	+4.6%	0.000%
7/26/2024	TFG Advisers LLC	717	$319K	0.1%	+11.2%	0.000%
7/26/2024	EFG Asset Management North America Corp.	22,891	$10.19M	1.8%	-6.1%	0.006%
7/26/2024	IMA Advisory Services Inc.	5,839	$2.60M	0.6%	+1.8%	0.002%
7/25/2024	Hills Bank & Trust Co	7,160	$3.19M	0.3%	-6.3%	0.002%
7/25/2024	Cypress Capital Group	526	$234K	0.0%	-50.1%	0.000%
7/25/2024	Raymond James Trust N.A.	9,662	$4.30M	0.1%	+1.8%	0.003%
7/25/2024	WD Rutherford LLC	7,846	$3.49M	1.8%	-3.3%	0.002%
7/25/2024	Calamos Advisors LLC	124,400	$55.34M	0.2%	-2.5%	0.035%
7/25/2024	AMG National Trust Bank	2,274	$1.01M	0.0%	+17.3%	0.001%
7/25/2024	Sigma Investment Counselors Inc.	19,042	$8.47M	0.4%	+0.4%	0.005%
7/25/2024	Clear Creek Financial Management LLC	1,485	$661K	0.1%	+5.9%	0.000%
7/25/2024	Field & Main Bank	3,372	$1.50M	0.6%	+3.5%	0.001%
7/25/2024	Moody Lynn & Lieberson LLC	15,217	$6.77M	0.4%	+0.2%	0.004%
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7/25/2024	Vivid Wealth Management LLC	4,851	$2.16M	1.2%	+209.4%	0.001%
7/25/2024	Institute for Wealth Management LLC.	2,744	$1.22M	0.2%	+5.6%	0.001%
7/25/2024	Silvant Capital Management LLC	83,608	$37.19M	1.7%	+10.3%	0.024%
7/25/2024	Baillie Gifford & Co.	3,824,364	$1.70B	1.3%	-1.4%	1.078%
7/25/2024	Kanawha Capital Management LLC	459	$204K	0.0%	N/A	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	139,200	$61.92M	0.4%	-2.2%	0.039%
7/25/2024	Bank Pictet & Cie Europe AG	196,433	$87.38M	2.1%	+0.4%	0.055%
7/25/2024	Banque Pictet & Cie SA	63,998	$28.47M	0.3%	-14.6%	0.018%
7/25/2024	Pictet North America Advisors SA	1,049	$467K	0.1%	+15.9%	0.000%
7/25/2024	Bank of Stockton	860	$383K	0.1%	N/A	0.000%
7/25/2024	Atlantic Union Bankshares Corp	2,247	$1M	0.1%	N/A	0.001%
7/25/2024	Capital Insight Partners LLC	17,445	$7.76M	1.5%	-0.7%	0.005%
7/24/2024	LRI Investments LLC	1,309	$582K	0.1%	+1,668.9%	0.000%
7/24/2024	EdgeRock Capital LLC	302	$134K	0.1%	N/A	0.000%
7/24/2024	EWA LLC	487	$222K	0.1%	N/A	0.000%
7/24/2024	Family Firm Inc.	427	$190K	0.0%	N/A	0.000%
7/24/2024	TrueWealth Advisors LLC	630	$280K	0.1%	N/A	0.000%
7/24/2024	Retirement Systems of Alabama	275,454	$122.54M	0.5%	-3.9%	0.078%
7/24/2024	Traynor Capital Management Inc.	20,202	$8.99M	0.7%	+121.4%	0.006%
7/24/2024	Slow Capital Inc.	40,365	$17.96M	2.9%	+0.9%	0.011%
7/24/2024	Quotient Wealth Partners LLC	1,440	$641K	0.0%	+10.2%	0.000%
7/24/2024	Herold Advisors Inc.	6,450	$2.87M	0.7%	-18.9%	0.002%
7/24/2024	Lebenthal Global Advisors LLC	2,329	$1.04M	0.2%	+2.6%	0.001%
7/24/2024	Avitas Wealth Management LLC	2,047	$911K	0.1%	-5.7%	0.001%
7/24/2024	Everhart Financial Group Inc.	2,678	$1.19M	0.3%	+16.1%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	2,786	$1.24M	0.2%	+2.7%	0.001%
7/24/2024	Catalina Capital Group LLC	2,502	$1.11M	0.4%	+4.2%	0.001%
7/24/2024	Secure Asset Management LLC	1,447	$644K	0.1%	N/A	0.000%
7/24/2024	Diversified LLC	798	$355K	0.0%	+14.8%	0.000%
7/24/2024	Cornerstone Wealth Group LLC	12,798	$5.69M	0.5%	N/A	0.004%
7/24/2024	JB Capital LLC	498	$222K	0.0%	N/A	0.000%
7/24/2024	New York State Teachers Retirement System	322,366	$143.41M	0.3%	-4.1%	0.091%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	453	$202K	0.0%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	48,300	$21.49M	0.4%	+0.4%	0.014%
7/24/2024	&PARTNERS	4,123	$1.83M	0.1%	+462.5%	0.001%
7/23/2024	Jacobsen Capital Management	535	$238K	0.1%	+6.4%	0.000%
7/23/2024	LaFleur & Godfrey LLC	2,101	$935K	0.1%	-4.8%	0.001%
7/23/2024	Atlas Brown Inc.	1,012	$450K	0.2%	+43.5%	0.000%
7/23/2024	Richard W. Paul & Associates LLC	1,683	$749K	0.3%	+4.2%	0.000%
7/23/2024	American National Bank	245	$109K	0.0%	+14.5%	0.000%
7/23/2024	Moss Adams Wealth Advisors LLC	522	$232K	0.0%	N/A	0.000%
7/23/2024	RMR Wealth Builders	5,699	$2.54M	0.3%	+11.4%	0.002%
7/23/2024	Granite Group Advisors LLC	761	$339K	0.3%	-63.2%	0.000%
7/23/2024	NewSquare Capital LLC	100	$44K	0.0%	N/A	0.000%
7/23/2024	Valicenti Advisory Services Inc.	32,455	$14.44M	3.9%	-1.5%	0.009%
7/23/2024	Burns J W & Co. Inc. NY	9,037	$4.02M	0.5%	+23.3%	0.003%
7/23/2024	Vicus Capital	1,127	$501K	0.0%	+25.1%	0.000%
7/23/2024	KG&L Capital Management LLC	1,181	$525K	0.2%	+59.6%	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	4,288	$1.91M	0.1%	+257.6%	0.001%
7/23/2024	Prossimo Advisors LLC	489	$218K	0.2%	N/A	0.000%
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7/22/2024	Atria Wealth Solutions Inc.	14,131	$6.29M	0.1%	-3.0%	0.004%
7/22/2024	Security National Bank	225	$100K	0.0%	-11.8%	0.000%
7/22/2024	Argus Investors Counsel Inc.	4,182	$1.86M	1.1%	N/A	0.001%
7/22/2024	Aaron Wealth Advisors LLC	1,904	$847K	0.1%	+13.1%	0.001%
7/22/2024	Oak Harvest Investment Services	6,799	$3.03M	0.5%	+10.4%	0.002%
7/22/2024	Fifth Third Bancorp	178,878	$79.57M	0.3%	+6.3%	0.050%
7/22/2024	Veracity Capital LLC	562	$250K	0.1%	-7.9%	0.000%
7/22/2024	Investment House LLC	28,625	$12.73M	0.7%	-0.3%	0.008%
7/22/2024	Commerzbank Aktiengesellschaft FI	1,774	$789K	0.0%	+6.1%	0.001%
7/22/2024	Hall Laurie J Trustee	1,025	$456K	0.2%	-8.9%	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, 1,736 institutional investors and hedge funds held shares of Intuitive Surgical. The most heavily invested institutionals were Vanguard Group Inc. ($12.32B), BlackRock Inc. ($7.39B), Price T Rowe Associates Inc. MD ($6.60B), State Street Corp ($5.06B), Capital World Investors ($2.91B), Bank of New York Mellon Corp ($2.52B), 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 1,527 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), BlackRock Inc. ($1.95M), Alphinity Investment Management Pty Ltd ($1.79M), WCM Investment Management LLC ($1.75M), Jennison Associates LLC ($1.73M), and Assenagon Asset Management S.A. ($1.69M).

How much institutional buying is happening at Intuitive Surgical?: Institutional investors have bought a total of 697,673,636 shares in the last 24 months. This purchase volume represents approximately $235.69B in transactions.
Which Intuitive Surgical major shareholders have been selling company stock?: Of the 1,044 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 ($5.71M), Polen Capital Management LLC ($3.43M), Jennison Associates LLC ($2.71M), Bank of New York Mellon Corp ($1.71M), Edgewood Management LLC ($1.67M), and Brown Advisory Inc. ($1.30M).
How much institutional selling is happening at Intuitive Surgical?: Institutional investors have sold a total of 53,471,895 shares in the last 24 months. This volume of shares sold represents approximately $14.10B in transactions.