Intuitive Surgical (ISRG) Institutional Ownership

$381.36
+3.71 (+0.98%)
(As of 05/3/2024 ET)

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

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1091
Total
Institutional Inflows
(last 12 months)
$229.08B
Number of
Institutional Sellers
(last 12 months)
742
Total
Institutional Outflows
(last 12 months)
$5.83B
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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
5/4/2024Hemington Wealth Management2,620$1.05M0.4%-15.7%0.001%
5/4/2024Blue Square Asset Management LLC10,249$4.09M2.7%-5.2%0.003%
5/4/2024Financial Connections Group Inc.81$33K0.0%-79.8%0.000%
5/4/2024Howland Capital Management LLC3,845$1.54M0.1%-9.7%0.001%
5/4/2024Geneva Capital Management LLC5,390$2.15M0.0%+20.3%0.002%
5/4/2024McClarren Financial Advisors Inc.400$160K0.0%+1,112.1%0.000%
5/4/2024Geneos Wealth Management Inc.766$306K0.0%-22.1%0.000%
5/4/2024Team Hewins LLC4,870$1.94M0.3%-12.8%0.001%
5/4/2024Csenge Advisory Group1,229$490K0.0%+16.4%0.000%
5/4/2024Richardson Financial Services Inc.115$46K0.0%N/A0.000%
5/3/2024Signaturefd LLC6,843$2.73M0.1%+7.5%0.002%
5/3/2024FDx Advisors Inc.1,613$644K0.1%-56.9%0.000%
5/3/2024Clarity Capital Partners LLC4,860$1.94M1.3%+28.6%0.001%
5/3/2024Catalina Capital Group LLC2,401$958K0.4%+31.3%0.001%
5/3/2024TFB Advisors LLC1,383$514K0.2%N/A0.000%
5/3/2024Mediolanum International Funds Ltd42,875$17.15M0.3%N/A0.012%
5/3/2024Callan Capital LLC591$236K0.0%N/A0.000%
5/3/2024MRA Advisory Group1,692$675K0.4%+126.8%0.000%
5/3/2024Rehmann Capital Advisory Group1,753$700K0.1%+4.3%0.000%
5/3/2024Chevy Chase Trust Holdings LLC408,190$162.91M0.5%+0.0%0.115%
5/3/2024Commerce Bank16,541$6.60M0.0%-8.9%0.005%
5/3/2024BI Asset Management Fondsmaeglerselskab A S25,597$10.22M0.2%+17.6%0.007%
5/3/2024RiverPark Advisors LLC5,666$2.26M1.9%-17.3%0.002%
5/3/2024Central Pacific Bank Trust Division6,826$2.70M0.3%N/A0.002%
5/3/2024Smith Salley Wealth Management742$296K0.0%-75.0%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.8,868$3.54M0.1%+6.1%0.003%
5/3/2024Patron Partners LLC1,776$709K0.4%+3.9%0.001%
5/3/2024Whittier Trust Co.9,166$3.66M0.1%+2.6%0.003%
5/2/2024Diversified LLC695$277K0.0%+6.4%0.000%
5/2/2024Financial Counselors Inc.36,896$14.73M0.2%-1.4%0.010%
5/2/2024Jennison Associates LLC4,488,343$1.79B1.2%+4.6%1.265%
5/2/2024Mutual of America Capital Management LLC46,300$18.48M0.2%-2.0%0.013%
5/2/2024Daiwa Securities Group Inc.68,245$27.24M0.2%+9.1%0.019%
5/2/2024Graypoint LLC2,092$835K0.1%+7.3%0.001%
5/2/2024Pittenger & Anderson Inc.58,989$23.54M1.0%+1.2%0.017%
5/2/2024Quent Capital LLC1,303$520K0.1%+3.4%0.000%
5/2/2024Gilbert & Cook Inc.3,469$1.38M0.2%+0.9%0.001%
5/2/2024Nordea Investment Management AB46,239$18.52M0.0%-9.6%0.013%
5/2/2024Waycross Partners LLC47,397$18.92M3.3%-9.5%0.013%
5/2/2024Lincoln National Corp9,536$3.81M0.1%+5.2%0.003%
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5/2/2024Bryn Mawr Capital Management LLC1,376$549K0.0%-5.2%0.000%
5/2/2024Mendel Money Management2,007$801K0.4%-200.6%0.001%
5/2/2024Fidelis Capital Partners LLC2,313$923K0.2%+26.8%0.001%
5/2/2024Goelzer Investment Management Inc.6,207$2.48M0.1%+1.3%0.002%
5/2/2024BNP Paribas19,894$7.94M0.4%N/A0.006%
5/2/2024Choreo LLC2,169$866K0.0%+7.6%0.001%
5/2/2024Tobam1,920$766K0.1%-4.9%0.001%
5/2/2024CNB Bank4,550$1.82M0.9%+6.5%0.001%
5/2/2024Tokio Marine Asset Management Co. Ltd.8,959$3.58M0.2%+8.9%0.003%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.533$213K0.1%N/A0.000%
5/2/2024 Mckinley Capital Management LLC27,804$11.10M1.3%-10.3%0.008%
5/2/2024 Main Street Research LLC73,959$29.52M2.0%+1.1%0.021%
5/2/2024 Martin Capital Advisors LLP19,526$7.79M6.1%-0.8%0.006%
5/2/2024 PDS Planning Inc1,387$554K0.1%+3.3%0.000%
5/1/2024 STF Management LP5,856$2.34M1.0%-1.8%0.002%
5/1/2024 Paces Ferry Wealth Advisors LLC3,560$1.42M0.9%-1.0%0.001%
5/1/2024 Resonant Capital Advisors LLC1,502$599K0.1%+42.4%0.000%
5/1/2024 Janney Montgomery Scott LLC55,606$22.19M0.1%+8.4%0.016%
5/1/2024 Blue Trust Inc.2,190$874K0.0%+10.2%0.001%
5/1/2024 Klingman & Associates LLC508$203K0.0%N/A0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.1,040,032$415.07M0.8%-16.8%0.293%
5/1/2024 BOK Financial Private Wealth Inc.180$72K0.0%N/A0.000%
5/1/2024 Baillie Gifford & Co.3,878,506$1.55B1.2%-4.7%1.093%
5/1/2024 Prosperity Consulting Group LLC1,472$587K0.1%+31.0%0.000%
5/1/2024 Mission Wealth Management LP32,336$12.91M0.3%+0.3%0.009%
5/1/2024 Wambolt & Associates LLC1,077$425K0.1%-33.1%0.000%
5/1/2024 Sequoia Financial Advisors LLC6,893$2.75M0.0%-17.1%0.002%
5/1/2024 Diversify Advisory Services LLC7,247$2.86M0.2%N/A0.002%
4/30/2024 Private Advisor Group LLC11,873$4.74M0.0%+9.1%0.003%
4/30/2024 J.W. Cole Advisors Inc.2,017$805K0.0%-2.2%0.001%
4/30/2024 Vantage Investment Partners LLC20,588$8.21M0.7%-6.9%0.006%
4/30/2024 Retirement Systems of Alabama286,763$114.44M0.4%+0.1%0.081%
4/30/2024 TFC Financial Management Inc.1,317$526K0.1%-3.0%0.000%
4/30/2024 Norden Group LLC957$382K0.0%+32.4%0.000%
4/30/2024 Dillon & Associates Inc.23,706$9.46M1.5%+0.6%0.007%
4/30/2024 Van ECK Associates Corp57,675$23.02M0.0%+2.1%0.016%
4/30/2024 Fortis Group Advisors LLC178$71K0.0%-50.0%0.000%
4/30/2024 SWS Partners3,341$1.33M0.4%-1.2%0.001%
4/30/2024 HB Wealth Management LLC5,980$2.39M0.0%+10.7%0.002%
4/30/2024 Mitchell Sinkler & Starr PA1,215$485K0.1%-25.1%0.000%
4/30/2024Concord Wealth Partners1,275$509K0.1%+498.6%0.000%
4/30/2024 AFT Forsyth & Company Inc.8,849$3.53M2.0%-4.4%0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.550$219K0.0%-40.9%0.000%
4/30/2024 Vest Financial LLC770$307K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors1,544$616K0.0%-2.0%0.000%
4/30/2024 Tandem Investment Advisors Inc.11,781$4.70M0.2%-2.2%0.003%
4/30/2024 Caprock Group LLC5,455$2.18M0.1%+5.8%0.002%
4/30/2024 Perigon Wealth Management LLC5,363$2.14M0.1%+0.5%0.002%
4/30/2024 Hutchens & Kramer Investment Management Group LLC805$318K0.2%+25.2%0.000%
4/30/2024 Mayflower Financial Advisors LLC804$321K0.0%+5.2%0.000%
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4/30/2024 OFI Invest Asset Management1,515$560K0.0%-30.0%0.000%
4/30/2024 Renaissance Investment Group LLC30,165$12.04M2.8%-1.1%0.009%
4/30/2024 Privium Fund Management UK Ltd2,590$1.02M0.5%N/A0.001%
4/30/2024 Stock Yards Bank & Trust Co.3,347$1.34M0.0%-6.3%0.001%
4/30/2024 Claret Asset Management Corp6,249$2.49M0.4%-1.2%0.002%
4/29/2024Commonwealth Equity Services LLC65,482$26.13M0.0%+2.0%0.018%
4/29/2024 Mcdaniel Terry & Co.68,549$27.36M2.4%-1.2%0.019%
4/29/2024 Field & Main Bank3,257$1.30M0.5%+2.3%0.001%
4/29/2024 Greenleaf Trust25,899$10.34M0.1%+2.6%0.007%
4/29/2024 Principal Financial Group Inc.575,790$229.79M0.1%-2.0%0.162%
(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, 1,716 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 ($4.77M), 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 702,765,501 shares in the last 24 months. This purchase volume represents approximately $236.73B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,057 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 54,717,751 shares in the last 24 months. This volume of shares sold represents approximately $14.04B in transactions.


This page (NASDAQ:ISRG) was last updated on 5/5/2024 by MarketBeat.com Staff

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