Intuitive Surgical (ISRG) Institutional Ownership

$385.45
+5.08 (+1.34%)
(As of 05/9/2024 ET)

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

Current
Institutional Ownership
Percentage
83.64%
Number of
Institutional Buyers
(last 12 months)
1098
Total
Institutional Inflows
(last 12 months)
$229.38B
Number of
Institutional Sellers
(last 12 months)
747
Total
Institutional Outflows
(last 12 months)
$6.12B
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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
5/9/2024Delos Wealth Advisors LLC72$29K0.0%+380.0%0.000%
5/9/2024Dorsey & Whitney Trust CO LLC3,300$1.32M0.1%-1.3%0.001%
5/9/2024Brighton Jones LLC9,314$3.72M0.1%+5.2%0.003%
5/9/2024Trillium Asset Management LLC707$282K0.0%-6.6%0.000%
5/9/2024Orion Portfolio Solutions LLC9,858$3.93M0.0%-2.5%0.003%
5/9/2024Blair William & Co. IL448,575$179.02M0.6%+13.3%0.126%
5/9/2024Renasant Bank580$231K0.2%-4.3%0.000%
5/9/2024Lord Abbett & CO. LLC484,960$193.54M0.6%+68.7%0.137%
5/9/2024Maple Capital Management Inc.34,040$13.59M1.2%+17.0%0.010%
5/9/2024HBK Sorce Advisory LLC5,025$2.01M0.1%-6.0%0.001%
5/9/2024Midwest Professional Planners LTD.2,307$921K0.3%+8.2%0.001%
5/9/2024Kingsview Wealth Management LLC4,144$1.65M0.0%+1.2%0.001%
5/9/2024Zega Financial LLC1,837$733K0.3%-8.7%0.001%
5/9/2024Beacon Investment Advisory Services Inc.70,654$28.20M1.2%+42.8%0.020%
5/9/2024SageView Advisory Group LLC442$176K0.0%-91.0%0.000%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.575,281$229.59M0.3%+15.2%0.162%
5/9/2024Texas Yale Capital Corp.4,930$1.97M0.1%+0.9%0.001%
5/9/2024Angeles Wealth Management LLC4,746$1.89M0.2%+2.7%0.001%
5/9/2024Jackson Square Partners LLC20,220$8.07M0.3%-19.5%0.006%
5/9/2024Interchange Capital Partners LLC1,141$463K0.3%-5.7%0.000%
5/9/2024State Board of Administration of Florida Retirement System386,690$154.32M0.3%+5.3%0.109%
5/9/2024Eagle Bay Advisors LLC934$373K0.2%-12.6%0.000%
5/9/2024TD Asset Management Inc502,119$200.39M0.2%-47.7%0.142%
5/9/2024Patton Fund Management Inc.507$202K0.0%N/A0.000%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.893,341$356.52M0.9%+51.2%0.252%
5/8/2024Entropy Technologies LP502$200K0.0%-68.1%0.000%
5/8/2024William Blair Investment Management LLC863,835$344.75M0.9%+1.8%0.244%
5/8/2024Motley Fool Asset Management LLC11,805$4.71M0.2%+12.9%0.003%
5/8/2024Bleakley Financial Group LLC27,420$10.94M0.3%+66.4%0.008%
5/8/2024ProShare Advisors LLC392,702$156.72M0.4%+19.5%0.111%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS77,346$30.87M0.2%+0.3%0.022%
5/8/2024Avantax Advisory Services Inc.9,995$3.99M0.0%+5.1%0.003%
5/8/2024US Bancorp DE68,622$27.39M0.0%-1.9%0.019%
5/8/2024United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund48,934$19.53M0.9%+3.1%0.014%
5/8/2024Russell Investments Group Ltd.358,881$143.25M0.2%+4.0%0.101%
5/8/2024 Washington Trust Advisors Inc.22,203$8.86M0.8%-3.5%0.006%
5/8/2024 QRG Capital Management Inc.60,145$24.00M0.3%+10.5%0.017%
5/8/2024 Headlands Technologies LLC5,351$2.14M0.5%N/A0.002%
5/8/2024 Williams Jones Wealth Management LLC.145,461$58.05M0.7%+140.0%0.041%
5/8/2024 Inspire Investing LLC38,270$15.27M1.6%+12.2%0.011%
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5/8/2024 Inspire Advisors LLC3,323$1.33M0.2%+5.5%0.001%
5/8/2024 Thoroughbred Financial Services LLC6,070$2.42M0.2%-29.4%0.002%
5/7/2024 Comgest Global Investors S.A.S.18,138$7.24M0.1%+4.5%0.005%
5/7/2024 Meeder Advisory Services Inc.5,475$2.19M0.2%+5.6%0.002%
5/7/2024 Meeder Asset Management Inc.839$335K0.0%+10.4%0.000%
5/7/2024 NorthRock Partners LLC1,921$767K0.1%-2.3%0.001%
5/7/2024 Sei Investments Co.520,606$207.77M0.3%+0.9%0.147%
5/7/2024 Redmond Asset Management LLC4,744$1.89M0.6%+0.7%0.001%
5/7/2024 Chilton Capital Management LLC165$66K0.0%-58.4%0.000%
5/7/2024 12 West Capital Management LP90,000$35.92M3.2%-10.9%0.025%
5/7/2024 Concurrent Investment Advisors LLC2,799$1.12M0.0%+29.6%0.001%
5/7/2024 RPG Investment Advisory LLC45,772$18.27M2.7%-10.7%0.013%
5/7/2024 Atomi Financial Group Inc.867$346K0.0%+19.6%0.000%
5/7/2024 Reynders McVeigh Capital Management LLC2,961$1.18M0.1%+2.1%0.001%
5/7/2024 Allegheny Financial Group LTD2,081$831K0.3%-15.3%0.001%
5/7/2024 KCM Investment Advisors LLC2,418$965K0.0%-2.7%0.001%
5/7/2024 Swiss National Bank1,054,400$420.80M0.3%-4.0%0.297%
5/7/2024 Forsta AP Fonden81,200$32.41M0.3%+16.5%0.023%
5/7/2024 Hyman Charles D36,201$14.45M0.8%+20.2%0.010%
5/7/2024 Highland Capital Management LLC3,466$1.38M0.1%N/A0.001%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.7,000$2.79M1.4%-6.7%0.002%
5/7/2024 Nvwm LLC2,400$958K0.3%N/A0.001%
5/7/2024 Oppenheimer Asset Management Inc.48,420$19.32M0.3%-10.7%0.014%
5/7/2024 Oppenheimer & Co. Inc.20,862$8.33M0.1%+50.1%0.006%
5/7/2024 PFG Advisors6,504$2.60M0.2%-2.7%0.002%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management921$368K0.0%+9.8%0.000%
5/7/2024 Brooklyn Investment Group2,608$1.03M0.4%-1.4%0.001%
5/7/2024 Hilltop National Bank485$194K0.1%N/A0.000%
5/7/2024 Wealthspire Advisors LLC1,032$412K0.0%-18.0%0.000%
5/7/2024 Alphinity Investment Management Pty Ltd1,059,910$423.00M3.8%-16.9%0.299%
5/7/2024 Metis Global Partners LLC15,501$6.19M0.2%+0.2%0.004%
5/7/2024 Empowered Funds LLC7,093$2.83M0.1%+5.3%0.002%
5/7/2024 AIA Group Ltd14,884$5.94M0.2%+14.5%0.004%
5/7/2024 Stokes Family Office LLC965$385K0.0%+12.9%0.000%
5/6/2024 Envestnet Portfolio Solutions Inc.42,804$17.08M0.1%+16.1%0.012%
5/6/2024 Empirical Finance LLC12,648$5.05M0.3%+3.5%0.004%
5/6/2024 Advisory Services Network LLC21,472$8.57M0.2%+6.7%0.006%
5/6/2024 Manchester Capital Management LLC2,314$923K0.1%+12.2%0.001%
5/6/2024 TFG Advisers LLC645$258K0.1%N/A0.000%
5/6/2024 Advisory Alpha LLC1,038$414K0.0%N/A0.000%
5/6/2024 First Long Island Investors LLC13,600$5.43M0.5%-7.5%0.004%
5/6/2024 Texas Permanent School Fund Corp72,833$29.07M0.2%+0.2%0.021%
5/4/2024 Hemington Wealth Management2,620$1.05M0.4%-15.7%0.001%
5/4/2024 Blue Square Asset Management LLC10,249$4.09M2.7%-5.2%0.003%
5/4/2024 Financial Connections Group Inc.81$33K0.0%-79.8%0.000%
5/4/2024 Howland Capital Management LLC3,845$1.54M0.1%-9.7%0.001%
5/4/2024 Geneva Capital Management LLC5,390$2.15M0.0%+20.3%0.002%
5/4/2024 McClarren Financial Advisors Inc.400$160K0.0%+1,112.1%0.000%
5/4/2024 Geneos Wealth Management Inc.766$306K0.0%-22.1%0.000%
5/4/2024 Team Hewins LLC4,870$1.94M0.3%-12.8%0.001%
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5/4/2024 Csenge Advisory Group1,229$490K0.0%+16.4%0.000%
5/4/2024 Richardson Financial Services Inc.115$46K0.0%N/A0.000%
5/3/2024 Signaturefd LLC6,843$2.73M0.1%+7.5%0.002%
5/3/2024 FDx Advisors Inc.1,613$644K0.1%-56.9%0.000%
5/3/2024 Clarity Capital Partners LLC4,860$1.94M1.3%+28.6%0.001%
5/3/2024 Catalina Capital Group LLC2,401$958K0.4%+31.3%0.001%
5/3/2024 TFB Advisors LLC1,383$514K0.2%N/A0.000%
5/3/2024 Mediolanum International Funds Ltd42,875$17.15M0.3%N/A0.012%
5/3/2024 Callan Capital LLC591$236K0.0%N/A0.000%
5/3/2024 MRA Advisory Group1,692$675K0.4%+126.8%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, 1,726 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 1,511 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 703,414,674 shares in the last 24 months. This purchase volume represents approximately $237.02B in transactions.

Which Intuitive Surgical major shareholders have been selling company stock?

Of the 1,060 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 55,294,595 shares in the last 24 months. This volume of shares sold represents approximately $14.29B in transactions.


This page (NASDAQ:ISRG) was last updated on 5/9/2024 by MarketBeat.com Staff

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