Intuitive Surgical Ownership 2024 | Who Owns Intuitive Surgical Now?
Institutional Ownership
17.61%
Insider Ownership
0.52%
Retail Ownership
81.86%
Institutional Holders
1.12K
Intuitive Surgical Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.94% | 0.27% | 31,601,348 | 732,728 | 2.37% | 14,057,859,658 | Jun 30, 2024 |
| BLACKROCK INC. | 8.52% | 0.30% | 30,122,254 | -199,397 | -0.66% | 13,399,884,574 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.48% | 0.84% | 15,841,490 | -688,759 | -4.17% | 7,047,088,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.20% | 0.29% | 14,839,758 | -292,657 | -1.93% | 6,601,466,346,000 | Jun 30, 2024 |
| FMR LLC | 2.87% | 0.29% | 10,132,292 | 1,067,925 | 11.78% | 4,507,349,927 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.52% | 0.33% | 8,922,099 | 2,189,792 | 32.53% | 3,968,996,629 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.08% | 0.29% | 7,369,485 | 218,451 | 3.05% | 3,268,710,582 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 2.08% | 0.53% | 7,350,545 | 66,276 | 0.91% | 3,269,894,484 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.92% | 1.05% | 6,799,342 | 195,610 | 2.96% | 3,024,687,289 | Jun 30, 2024 |
| MORGAN STANLEY | 1.61% | 0.20% | 5,704,119 | 425,881 | 8.07% | 2,537,478,950 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.60% | 0.48% | 5,673,538 | -711,299 | -11.14% | 2,523,873,093 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.33% | 0.91% | 4,696,173 | 125,150 | 2.74% | 2,089,093,098 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.28% | 0.62% | 4,514,314 | 57,080 | 1.28% | 2,008,191,256 | Jun 30, 2024 |
| NORGES BANK | 1.25% | 0.29% | 4,414,400 | 4,414,400 | 100.00% | 1,963,745,840 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.18% | 1.19% | 4,170,420 | -317,923 | -7.08% | 1,855,211,468 | Jun 30, 2024 |
| EDGEWOOD MANAGEMENT LLC | 1.12% | 4.79% | 3,973,166 | -78,683 | -1.94% | 1,767,462,895 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 1.08% | 1.33% | 3,824,364 | -54,142 | -1.40% | 1,701,268,325 | Jun 30, 2024 |
| INVESCO LTD. | 1.04% | 0.34% | 3,665,787 | -135,272 | -3.56% | 1,630,725,537 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.99% | 0.14% | 3,505,909 | 188,420 | 5.68% | 1,559,603,513 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.98% | 0.45% | 3,472,506 | -174,865 | -4.79% | 1,544,744,294 | Jun 30, 2024 |
Intuitive Surgical's largest institutional shareholder is VANGUARD GROUP INC, holding 8.94% of the company's total share outstanding, currently valued at $14.06B. The top 10 institutional shareholders own together 39.23% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 0.01% | 13.50% | 18,000 | - | - | 8,007,300 | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | 0.02% | 11.54% | 61,472 | 4,104 | 7.15% | 27,345,975 | Jun 30, 2024 |
| BIONDO INVESTMENT ADVISORS, LLC | 0.04% | 8.78% | 133,370 | 60 | 0.04% | 59,329,422 | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | 0.02% | 8.29% | 84,869 | 84,869 | 100.00% | 37,753,975 | Jun 30, 2024 |
| MARTIN CAPITAL ADVISORS, LLP | 0.01% | 6.48% | 19,414 | -112 | -0.57% | 8,636,318 | Jun 30, 2024 |
| OXFORD FINANCIAL GROUP LTD | 0.06% | 6.26% | 213,396 | 12,091 | 6.01% | 94,929,211 | Jun 30, 2024 |
| SPENCE ASSET MANAGEMENT | 0.01% | 6.09% | 32,371 | -22,734 | -41.26% | 24,534,000 | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | 0.20% | 6.02% | 719,915 | 25,428 | 3.66% | 320,287,854 | Jun 30, 2024 |
| UNIO CAPITAL LLC | 0.01% | 5.81% | 31,065 | 6,717 | 27.59% | 13,819,265 | Jun 30, 2024 |
| PURUS WEALTH MANAGEMENT, LLC | 0.01% | 5.54% | 28,200 | -626 | -2.17% | 12,544,815 | Jun 30, 2024 |
| IRON TRIANGLE PARTNERS LP | 0.03% | 5.47% | 120,986 | -3,351 | -2.70% | 53,820,622 | Jun 30, 2024 |
| PURA VIDA INVESTMENTS, LLC | 0.01% | 5.32% | 18,900 | -5,150 | -21.41% | 8,407,665 | Jun 30, 2024 |
| NOVA R WEALTH, INC. | 0.01% | 5.24% | 22,866 | -163 | -0.71% | 10,172,077 | Jun 30, 2024 |
| JAMES HAMBRO & PARTNERS | 0.07% | 5.16% | 249,789 | 10,344 | 4.32% | 111,134,872 | Jun 30, 2024 |
| MCBROOM & ASSOCIATES, LLC | 0.01% | 5.13% | 18,408 | 192 | 1.05% | 8,188,799 | Jun 30, 2024 |
| GAGNON SECURITIES LLC | 0.01% | 5.08% | 50,671 | -469 | -0.92% | 22,541,000 | Jun 30, 2024 |
| SANDHILL CAPITAL PARTNERS LLC | 0.04% | 4.81% | 141,119 | -1,600 | -1.12% | 62,776,667 | Jun 30, 2024 |
| EDGEWOOD MANAGEMENT LLC | 1.12% | 4.79% | 3,973,166 | -78,683 | -1.94% | 1,767,462,895 | Jun 30, 2024 |
| BOURNE LENT ASSET MANAGEMENT INC | 0.01% | 4.79% | 28,060 | -4 | -0.01% | 12,482,491 | Jun 30, 2024 |
| CADINHA & CO LLC | 0.02% | 4.77% | 57,841 | 594 | 1.04% | 25,730,569 | Jun 30, 2024 |
The largest Intuitive Surgical shareholder by % of total assets is DEUTERIUM CAPITAL MANAGEMENT, LLC. The company owns 18.00K shares of Intuitive Surgical (ISRG), representing 13.50% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.25% | 0.29% | 4,414,400 | 4,414,400 | 100.00% | 1,963,745,840 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.52% | 0.33% | 8,922,099 | 2,189,792 | 32.53% | 3,968,996,629 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.87% | 0.24% | 3,061,641 | 1,477,130 | 93.22% | 1,361,970,999 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.64% | 0.22% | 2,249,669 | 1,311,560 | 139.81% | 1,000,765,255 | Jun 30, 2024 |
| FMR LLC | 2.87% | 0.29% | 10,132,292 | 1,067,925 | 11.78% | 4,507,349,927 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.25% | 0.92% | 873,654 | 873,654 | 100.00% | 388,646,809 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.94% | 0.27% | 31,601,348 | 732,728 | 2.37% | 14,057,859,658 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.43% | 0.31% | 1,516,708 | 552,230 | 57.26% | 674,707,554 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.72% | 0.33% | 2,560,320 | 498,082 | 24.15% | 1,138,958,352 | Jun 30, 2024 |
| MORGAN STANLEY | 1.61% | 0.20% | 5,704,119 | 425,881 | 8.07% | 2,537,478,950 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.08% | 0.00% | 266,121 | 265,461 | 40221.36% | 8,178,000 | Jun 30, 2024 |
| AMUNDI | 0.85% | 0.50% | 3,009,628 | 254,199 | 9.23% | 1,309,853,008 | Jun 30, 2024 |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 0.37% | 4.26% | 1,299,671 | 239,761 | 22.62% | 578,158,644 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.33% | 0.32% | 1,163,521 | 236,240 | 25.48% | 517,895,420 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.67% | 0.18% | 2,360,396 | 220,942 | 10.33% | 1,050,022,335 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.08% | 0.29% | 7,369,485 | 218,451 | 3.05% | 3,268,710,582 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.06% | 1.03% | 205,611 | 205,611 | 100.00% | 91,466,054 | Jun 30, 2024 |
| UBS GROUP AG | 0.47% | 0.18% | 1,674,921 | 198,961 | 13.48% | 745,088,608 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.42% | 1.47% | 1,483,406 | 197,841 | 15.39% | 659,893,159 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.07% | 0.57% | 239,910 | 196,885 | 457.61% | 106,723,965 | Jun 30, 2024 |
As of Jun 30 2024, Intuitive Surgical's largest institutional buyer is NORGES BANK. The company purchased 4.41M stocks of ISRG, valued at $1.96B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.05% | 0.39% | 176,992 | -863,040 | -82.98% | 78,780,910 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.60% | 0.48% | 5,673,538 | -711,299 | -11.14% | 2,523,873,093 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.48% | 0.84% | 15,841,490 | -688,759 | -4.17% | 7,047,088,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.02% | 0.04% | 73,927 | -580,213 | -88.70% | 32,886,426 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.35% | 1.29% | 1,224,923 | -493,033 | -28.70% | 545,225,477 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.10% | 0.58% | 337,893 | -433,944 | -56.22% | 150,311,701 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.02% | 36,685 | -370,398 | -90.99% | 16,319,322 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.18% | 1.19% | 4,170,420 | -317,923 | -7.08% | 1,855,211,468 | Jun 30, 2024 |
| STATE STREET CORP | 4.20% | 0.29% | 14,839,758 | -292,657 | -1.93% | 6,601,466,346,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.29% | 0.52% | 1,016,079 | -291,338 | -22.28% | 452,002,691 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.09% | 0.20% | 305,511 | -269,073 | -46.83% | 135,906,729 | Jun 30, 2024 |
| COATUE MANAGEMENT LLC | 0.29% | 1.78% | 1,027,054 | -250,526 | -19.61% | 456,884,971 | Jun 30, 2024 |
| GQG PARTNERS LLC | - | - | - | -249,376 | -100.00% | - | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.19% | 0.77% | 656,346 | -207,489 | -24.02% | 291,975,518 | Jun 30, 2024 |
| BLACKROCK INC. | 8.52% | 0.30% | 30,122,254 | -199,397 | -0.66% | 13,399,884,574 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.98% | 0.45% | 3,472,506 | -174,865 | -4.79% | 1,544,744,294 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.07% | 0.10% | 264,042 | -149,097 | -36.09% | 117,459,000 | Jun 30, 2024 |
| BELLEVUE GROUP AG | 0.15% | 3.90% | 539,904 | -142,282 | -20.86% | 240,176,295 | Jun 30, 2024 |
| AMF TJANSTEPENSION AB | - | - | - | -138,350 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.34% | 0.71% | 1,218,728 | -136,342 | -10.06% | 542,151,150 | Jun 30, 2024 |
As of Jun 30 2024, Intuitive Surgical's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -0.86M shares of ISRG, valued at $78.78M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.25% | 0.29% | 4,414,400 | 4,414,400 | 100.00% | 1,963,745,840 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.25% | 0.92% | 873,654 | 873,654 | 100.00% | 388,646,809 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.06% | 1.03% | 205,611 | 205,611 | 100.00% | 91,466,054 | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | 0.04% | 0.48% | 124,671 | 124,671 | 100.00% | 55,459,894 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.28% | 113,481 | 113,481 | 100.00% | 50,482,023 | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | 0.02% | 8.29% | 84,869 | 84,869 | 100.00% | 37,753,975 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.34% | 67,479 | 67,479 | 100.00% | 30,018,000 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.02% | 0.69% | 66,935 | 66,935 | 100.00% | 29,776,035 | Jun 30, 2024 |
| SOFINNOVA INVESTMENTS, INC. | 0.01% | 1.16% | 50,000 | 50,000 | 100.00% | 22,242,500 | Jun 30, 2024 |
| FIRST TURN MANAGEMENT, LLC | 0.01% | 3.03% | 41,901 | 41,901 | 100.00% | 18,639,660 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.00% | 36,600 | 36,600 | 100.00% | 16,281,510 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.27% | 27,345 | 27,345 | 100.00% | 12,164,423 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.01% | 0.31% | 19,387 | 19,387 | 100.00% | 8,624,307 | Jun 30, 2024 |
| CORNERSTONE WEALTH GROUP, LLC | 0.00% | 0.51% | 12,798 | 12,798 | 100.00% | 5,693,190 | Jun 30, 2024 |
| DE BURLO GROUP INC | 0.00% | 0.67% | 11,200 | 11,200 | 100.00% | 4,982,320 | Jun 30, 2024 |
| LIBERTY WEALTH MANAGEMENT LLC | 0.00% | 0.91% | 11,171 | 11,171 | 100.00% | 4,969,000 | Jun 30, 2024 |
| DNCA FINANCE | 0.00% | 0.42% | 11,000 | 11,000 | 100.00% | 4,893,350 | Jun 30, 2024 |
| NICOLA WEALTH MANAGEMENT LTD. | 0.00% | 0.44% | 11,000 | 11,000 | 100.00% | 4,893,350 | Jun 30, 2024 |
| 0.00% | 0.13% | 10,453 | 10,453 | 100.00% | 4,649,970 | Jun 30, 2024 | |
| OAK RIDGE INVESTMENTS LLC | 0.00% | 0.40% | 9,362 | 9,362 | 100.00% | 4,164,463 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.00% | 0.07% | 9,293 | 9,293 | 100.00% | 4,133,991 | Jun 30, 2024 |
| NICHOLAS INVESTMENT PARTNERS, LP | 0.00% | 0.43% | 9,263 | 9,263 | 100.00% | 4,120,646 | Jun 30, 2024 |
| TRIAGEN WEALTH MANAGEMENT LLC | 0.00% | 1.46% | 8,502 | 8,502 | 100.00% | 3,782,115 | Jun 30, 2024 |
| ELEVATUS WELATH MANAGEMENT | 0.00% | 1.34% | 8,082 | 8,082 | 100.00% | 3,595,278 | Jun 30, 2024 |
| BDF-GESTION | 0.00% | 0.34% | 8,024 | 8,024 | 100.00% | 3,569,476 | Jun 30, 2024 |
| WAHED INVEST LLC | 0.00% | 0.67% | 7,538 | 7,538 | 100.00% | 3,353,279 | Jun 30, 2024 |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 0.00% | 0.59% | 7,275 | 7,275 | 100.00% | 3,236,284 | Jun 30, 2024 |
| CONSOLIDATED PLANNING CORP | 0.00% | 0.51% | 6,901 | 6,901 | 100.00% | 3,069,910 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.05% | 6,438 | 6,438 | 100.00% | 2,863,944 | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.31% | 6,344 | 6,344 | 100.00% | 2,822,000 | Jun 30, 2024 |
| ACCOUNT MANAGEMENT LLC | 0.00% | 2.66% | 5,275 | 5,275 | 100.00% | 2,346,584 | Jun 30, 2024 |
| ALAMAR CAPITAL MANAGEMENT, LLC | 0.00% | 1.49% | 4,625 | 4,625 | 100.00% | 2,057,431 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.27% | 4,609 | 4,609 | 100.00% | 2,050,316 | Jun 30, 2024 |
| EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC | 0.00% | 2.04% | 4,454 | 4,454 | 100.00% | 1,981,362 | Jun 30, 2024 |
| HAP TRADING, LLC | 0.00% | 0.02% | 4,400 | 4,400 | 100.00% | 202,090 | Jun 30, 2024 |
| ARGUS INVESTORS' COUNSEL, INC. | 0.00% | 1.14% | 4,182 | 4,182 | 100.00% | 1,860,363 | Jun 30, 2024 |
| SLATESTONE WEALTH, LLC | 0.00% | 0.19% | 4,038 | 4,038 | 100.00% | 1,796,000 | Jun 30, 2024 |
| KOSHINSKI ASSET MANAGEMENT, INC. | 0.00% | 0.03% | 3,993 | 3,993 | 100.00% | 285,166 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.19% | 3,180 | 3,180 | 100.00% | 1,414,623 | Jun 30, 2024 |
| KINNERET ADVISORY, LLC | 0.00% | 0.13% | 3,076 | 3,076 | 100.00% | 1,368,359 | Jun 30, 2024 |
| 0.00% | 0.17% | 3,063 | 3,063 | 100.00% | 1,341,599 | Jun 30, 2024 | |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.32% | 3,021 | 3,021 | 100.00% | 1,336,631 | Jun 30, 2024 |
| TB ALTERNATIVE ASSETS LTD. | 0.00% | 0.28% | 2,720 | 2,720 | 100.00% | 1,209,992 | Jun 30, 2024 |
| 0.00% | 0.35% | 2,682 | 2,682 | 100.00% | 1,193,088 | Jun 30, 2024 | |
| UNITED ASSET STRATEGIES, INC. | 0.00% | 0.11% | 2,405 | 2,405 | 100.00% | 1,069,864 | Jun 30, 2024 |
| RETIREFUL, LLC | 0.00% | 0.49% | 2,362 | 2,362 | 100.00% | 1,050,736 | Jun 30, 2024 |
| ATLANTIC UNION BANKSHARES CORP | 0.00% | 0.06% | 2,247 | 2,247 | 100.00% | 999,553 | Jun 30, 2024 |
| CHAPMAN INVESTMENT MANAGEMENT, LLC | 0.00% | 0.70% | 2,057 | 2,057 | 100.00% | 915,056 | Jun 30, 2024 |
| CODEX CAPITAL ASSET MANAGEMENT L.L.C. | 0.00% | 0.42% | 2,000 | 2,000 | 100.00% | 889,700 | Jun 30, 2024 |
| NORTHCAPE CAPITAL PTY LTD | 0.00% | 0.12% | 1,795 | 1,795 | 100.00% | 799,000 | Jun 30, 2024 |
| ONE CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 1,775 | 1,775 | 100.00% | 789,608 | Jun 30, 2024 |
| INTRACK INVESTMENT MANAGEMENT INC | 0.00% | 0.54% | 1,700 | 1,700 | 100.00% | 756,245 | Jun 30, 2024 |
| 0.00% | 0.04% | 1,449 | 1,449 | 100.00% | 644,588 | Jun 30, 2024 | |
| SECURE ASSET MANAGEMENT, LLC | 0.00% | 0.12% | 1,447 | 1,447 | 100.00% | 643,698 | Jun 30, 2024 |
| PROSPERITY WEALTH MANAGEMENT, INC. | 0.00% | 0.29% | 1,330 | 1,330 | 100.00% | 591,651 | Jun 30, 2024 |
| 0.00% | 0.30% | 1,144 | 1,144 | 100.00% | 508,908 | Jun 30, 2024 | |
| WARATAH CAPITAL ADVISORS LTD. | 0.00% | 0.02% | 1,100 | 1,100 | 100.00% | 489,335 | Jun 30, 2024 |
| WARTHER PRIVATE WEALTH, LLC | 0.00% | 0.19% | 1,089 | 1,089 | 100.00% | 484,442 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.17% | 1,002 | 1,002 | 100.00% | 445,740 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.27% | 1,000 | 1,000 | 100.00% | 444,850 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.13% | 972 | 972 | 100.00% | 432,342 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 962 | 962 | 100.00% | 427,945 | Jun 30, 2024 |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 0.00% | 0.22% | 956 | 956 | 100.00% | 425,277 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.09% | 952 | 952 | 100.00% | 423,497 | Jun 30, 2024 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 0.00% | 0.16% | 947 | 947 | 100.00% | 421,000 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.10% | 900 | 900 | 100.00% | 394,209 | Jun 30, 2024 |
| FINANCIAL ENHANCEMENT GROUP LLC | 0.00% | 0.06% | 893 | 893 | 100.00% | 402,689 | Jun 30, 2024 |
| BANK OF STOCKTON | 0.00% | 0.12% | 860 | 860 | 100.00% | 382,571 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.15% | 810 | 810 | 100.00% | 360,329 | Jun 30, 2024 |
| PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.19% | 759 | 759 | 100.00% | 337,641 | Jun 30, 2024 |
| 0.00% | 0.29% | 751 | 751 | 100.00% | 328,946 | Jun 30, 2024 | |
| NEW HARBOR FINANCIAL GROUP, LLC | 0.00% | 0.10% | 713 | 713 | 100.00% | 317,178 | Jun 30, 2024 |
| GRATUS CAPITAL LLC | 0.00% | 0.01% | 710 | 710 | 100.00% | 315,844 | Jun 30, 2024 |
| NEW HARBOR FINANCIAL GROUP, LLC | 0.00% | 0.09% | 700 | 700 | 100.00% | 311,395 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.03% | 686 | 686 | 100.00% | 305,167 | Jun 30, 2024 |
| KOWAL INVESTMENT GROUP, LLC | 0.00% | 0.06% | 673 | 673 | 100.00% | 299,384 | Jun 30, 2024 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 0.00% | 0.07% | 638 | 638 | 100.00% | 283,814 | Jun 30, 2024 |
| TRUEWEALTH ADVISORS, LLC | 0.00% | 0.10% | 630 | 630 | 100.00% | 280,256 | Jun 30, 2024 |
| AVIDIAN WEALTH SOLUTIONS, LLC | 0.00% | 0.01% | 613 | 613 | 100.00% | 272,693 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.14% | 610 | 610 | 100.00% | 271,359 | Jun 30, 2024 |
| NEW REPUBLIC CAPITAL, LLC | 0.00% | 0.13% | 602 | 602 | 100.00% | 267,800 | Jun 30, 2024 |
| SARGENT INVESTMENT GROUP, LLC | 0.00% | 0.05% | 601 | 601 | 100.00% | 267,355 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.00% | 0.06% | 584 | 584 | 100.00% | 259,792 | Jun 30, 2024 |
| MIDLAND WEALTH ADVISORS LLC | 0.00% | 0.01% | 554 | 554 | 100.00% | 246,447 | Jun 30, 2024 |
| ESSEX SAVINGS BANK | 0.00% | 0.07% | 549 | 549 | 100.00% | 244,215 | Jun 30, 2024 |
| BLUECHIP WEALTH ADVISORS LLC | 0.00% | 0.14% | 548 | 548 | 100.00% | 243,778 | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | 0.00% | 1.01% | 541 | 541 | 100.00% | 240,664 | Jun 30, 2024 |
| DAVIS INVESTMENT PARTNERS, LLC | 0.00% | 0.10% | 535 | 535 | 100.00% | 237,626 | Jun 30, 2024 |
| BEAUMONT FINANCIAL ADVISORS, LLC | 0.00% | 0.02% | 532 | 532 | 100.00% | 236,660 | Jun 30, 2024 |
| SEEDS INVESTOR LLC | 0.00% | 0.12% | 526 | 526 | 100.00% | 233,991 | Jun 30, 2024 |
| MOSS ADAMS WEALTH ADVISORS LLC | 0.00% | 0.03% | 522 | 522 | 100.00% | 232,212 | Jun 30, 2024 |
| MENGIS CAPITAL MANAGEMENT, INC. | 0.00% | 0.05% | 521 | 521 | 100.00% | 231,766 | Jun 30, 2024 |
| SMITH, MOORE & CO. | 0.00% | 0.02% | 516 | 516 | 100.00% | 229,543 | Jun 30, 2024 |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 0.00% | 0.05% | 514 | 514 | 100.00% | 228,488 | Jun 30, 2024 |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT | 0.00% | 0.06% | 508 | 508 | 100.00% | 225,984 | Jun 30, 2024 |
| AUSTIN PRIVATE WEALTH, LLC | 0.00% | - | 500 | 500 | 100.00% | 222 | Jun 30, 2024 |
| DODGE & COX | 0.00% | 0.00% | 500 | 500 | 100.00% | 222,425 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.00% | 0.06% | 500 | 500 | 100.00% | 222,425 | Jun 30, 2024 |
| TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | 0.00% | 0.09% | 500 | 500 | 100.00% | 222,425 | Jun 30, 2024 |
| GEMMER ASSET MANAGEMENT LLC | 0.00% | 0.02% | 499 | 499 | 100.00% | 221,980 | Jun 30, 2024 |
Intuitive Surgical's largest new institutional shareholder by number of shares is NORGES BANK, purchased 4.41M shares, valued at $1.96B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | - | - | - | -249,376 | -100.00% | - | Jun 30, 2024 |
| AMF TJANSTEPENSION AB | - | - | - | -138,350 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -115,646 | -100.00% | - | Jun 30, 2024 |
| 12 WEST CAPITAL MANAGEMENT LP | - | - | - | -90,000 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -87,876 | -100.00% | - | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | - | - | - | -87,789 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -67,764 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -38,800 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -24,300 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -24,056 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -17,800 | -100.00% | - | Jun 30, 2024 |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | - | - | - | -14,578 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -14,210 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -12,839 | -100.00% | - | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | - | - | - | -12,000 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -11,300 | -100.00% | - | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | - | - | - | -11,200 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -10,400 | -100.00% | - | Jun 30, 2024 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | - | - | - | -10,258 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -9,536 | -100.00% | - | Jun 30, 2024 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | - | - | - | -9,000 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -8,700 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -8,300 | -100.00% | - | Jun 30, 2024 |
| ZWEIG-DIMENNA ASSOCIATES LLC | - | - | - | -8,150 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -8,100 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -6,645 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -6,314 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -5,582 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -4,870 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -4,465 | -100.00% | - | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | - | - | - | -4,201 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -4,165 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -3,530 | -100.00% | - | Jun 30, 2024 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | - | - | - | -3,466 | -100.00% | - | Jun 30, 2024 |
| PARKWOOD LLC | - | - | - | -3,462 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -2,636 | -100.00% | - | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | - | - | - | -2,590 | -100.00% | - | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | - | - | - | -2,541 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -2,517 | -100.00% | - | Jun 30, 2024 |
| RATIONAL ADVISORS LLC | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| ACCUVEST GLOBAL ADVISORS | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -2,265 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -2,076 | -100.00% | - | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | - | - | - | -2,074 | -100.00% | - | Jun 30, 2024 |
| MEITAV INVESTMENT HOUSE LTD | - | - | - | -2,009 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -1,933 | -100.00% | - | Jun 30, 2024 |
| WEXFORD CAPITAL LP | - | - | - | -1,920 | -100.00% | - | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -1,663 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -1,632 | -100.00% | - | Jun 30, 2024 |
| XR SECURITIES LLC | - | - | - | -1,600 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -1,267 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -1,251 | -100.00% | - | Jun 30, 2024 |
| RHS FINANCIAL, LLC | - | - | - | -1,199 | -100.00% | - | Jun 30, 2024 |
| ALPHACORE CAPITAL LLC | - | - | - | -1,146 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -783 | -100.00% | - | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -761 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -740 | -100.00% | - | Jun 30, 2024 |
| BBR PARTNERS, LLC | - | - | - | -707 | -100.00% | - | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ENGINES ADVISORS L.L.C. | - | - | - | -685 | -100.00% | - | Jun 30, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | - | - | - | -661 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -640 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -637 | -100.00% | - | Jun 30, 2024 |
| RENASANT BANK | - | - | - | -580 | -100.00% | - | Jun 30, 2024 |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | - | - | - | -550 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -508 | -100.00% | - | Jun 30, 2024 |
| PATTON FUND MANAGEMENT, INC. | - | - | - | -507 | -100.00% | - | Jun 30, 2024 |
| MASON & ASSOCIATES INC | - | - | - | -504 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -502 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -500 | -100.00% | - | Jun 30, 2024 | |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -393 | -100.00% | - | Jun 30, 2024 |
| CLARITY ASSET MANAGEMENT, INC. | - | - | - | -326 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -302 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -280 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -244 | -100.00% | - | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | - | - | -195 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -142 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -138 | -100.00% | - | Jun 30, 2024 |
| HOLLENCREST CAPITAL MANAGEMENT | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
| STEPH & CO | - | - | - | -44 | -100.00% | - | Jun 30, 2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| TCTC HOLDINGS, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Intuitive Surgical's largest sold out institutional shareholder by shares sold is GQG PARTNERS LLC, sold -0.25M shares, valued at -, as of undefined.
Intuitive Surgical Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Investment House Funds | 2.58% | 27,000 | - | - | Jan 31, 2024 |
| BlackRock Capital Appreciation Fund, Inc. | 1.18% | 190,462 | 3,053 | 1.63% | Feb 29, 2024 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 1.08% | 167,789 | -4,344 | -2.52% | Jan 31, 2024 |
| VOYAGEUR MUTUAL FUNDS III | 0.97% | 9,606 | -158 | -1.62% | Jan 31, 2024 |
| GABELLI GROWTH FUND | 0.81% | 46,000 | -9,000 | -16.36% | Dec 29, 2023 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.77% | 88,416 | 28,562 | 47.72% | Jan 31, 2024 |
| Capital Group Growth ETF | 0.68% | 264,487 | 45,688 | 20.88% | Feb 29, 2024 |
| ALGER FUNDS II | 0.59% | 133,179 | 15,041 | 12.73% | Jan 31, 2024 |
| Natixis ETF Trust II | 0.56% | 9,953 | 9,545 | 2339.46% | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund II | 0.55% | 44,737 | 6,290 | 16.36% | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.55% | 63,317 | -5,700 | -8.26% | Mar 31, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.48% | 1,594,996 | -71,433 | -4.29% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.47% | 244,018 | - | - | Mar 31, 2024 |
| INVESCO QQQ TRUST, SERIES 1 | 0.42% | 6,604,272 | 164,999 | 2.56% | Mar 31, 2024 |
| Stock Portfolio | 0.40% | 24,334 | -523 | -2.10% | Mar 31, 2024 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 0.38% | 2,317,012 | -98,463 | -4.08% | Mar 31, 2024 |
| BNY MELLON APPRECIATION FUND, INC. | 0.37% | 84,800 | 2,500 | 3.04% | Mar 31, 2024 |
| BlackRock Unconstrained Equity Fund | 0.37% | 69,879 | 18,403 | 35.75% | Jan 31, 2024 |
| Tax-Managed Multi-Cap Growth Portfolio | 0.32% | 8,574 | - | - | Jan 31, 2024 |
| T. Rowe Price Growth Stock Fund, Inc. | 0.30% | 1,848,172 | -259,085 | -12.29% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.27% | 101,205 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.24% | 63,624 | 12,255 | 23.86% | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.24% | 59,629 | - | - | Dec 31, 2023 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.23% | 91,111 | -15,156 | -14.26% | Feb 29, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.22% | 27,781 | -1,505 | -5.14% | Mar 31, 2024 |
| BNY Mellon Large Cap Securities Fund, Inc. | 0.22% | 90,096 | - | - | Mar 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.21% | 22,546 | -1,256 | -5.28% | Mar 31, 2024 |
| AGF Investments Trust | 0.21% | -3,939 | - | - | Mar 31, 2024 |
| BlackRock Health Sciences Trust | 0.17% | 43,715 | 1,375 | 3.25% | Mar 31, 2024 |
| BNY Mellon Worldwide Growth Fund, Inc. | 0.17% | 45,320 | -480 | -1.05% | Jan 31, 2024 |
| FIDELITY MAGELLAN FUND | 0.17% | 1,315,296 | - | - | Mar 31, 2024 |
| Alger ETF Trust | 0.16% | 1,162 | 472 | 68.41% | Dec 31, 2023 |
| PUTNAM GLOBAL HEALTH CARE FUND | 0.16% | 270,400 | - | - | Feb 29, 2024 |
| LAUDUS TRUST | 0.15% | 78,231 | 8,592 | 12.34% | Mar 31, 2024 |
| BRIDGES INVESTMENT FUND INC | 0.15% | 4,500 | - | - | Dec 31, 2022 |
| COPLEY FUND INC /NV/ | 0.15% | 2,000 | - | - | Nov 30, 2022 |
| PIONEER SERIES TRUST XI | 0.15% | 73,007 | - | - | Mar 28, 2024 |
| AB LARGE CAP GROWTH FUND INC | 0.15% | 1,899,196 | -235,117 | -11.02% | Jan 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.14% | 1,412,559 | -66,408 | -4.49% | Jan 31, 2024 |
| JOHN HANCOCK CAPITAL SERIES | 0.14% | 145,626 | - | - | Jan 31, 2024 |
| REYNOLDS FUNDS INC | 0.14% | 1,550 | 200 | 14.81% | Mar 31, 2024 |
| JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.14% | 514,062 | -510 | -0.10% | Dec 31, 2023 |
| T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.13% | 249,376 | -61,300 | -19.73% | Mar 31, 2024 |
| ALLIED ASSET ADVISORS FUNDS | 0.13% | 1,480 | - | - | Feb 29, 2024 |
| BNY MELLON RESEARCH GROWTH FUND, INC. | 0.13% | 74,013 | 74,013 | - | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.12% | 3,572 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.12% | 1,305,526 | -69,990 | -5.09% | Mar 31, 2024 |
| FIDELITY TREND FUND | 0.11% | 70,968 | - | - | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.11% | 4,277,403 | -91,333 | -2.09% | Mar 31, 2024 |
| Index Funds | 0.11% | 913 | -18 | -1.93% | Mar 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.11% | 133,825 | -7,849 | -5.54% | Mar 31, 2024 |
| GROWTH FUND OF AMERICA | 0.11% | 2,606,514 | 447,482 | 20.73% | Feb 29, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.10% | 171,932 | -6,120 | -3.44% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.10% | 8,991 | - | - | Feb 29, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.09% | 77,042 | - | - | Jan 31, 2024 |
| PRUDENTIALS GIBRALTAR FUND | 0.09% | 11,892 | -563 | -4.52% | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.08% | 2,535,102 | -31,130 | -1.21% | Mar 31, 2024 |
| Waycross Independent Trust | 0.08% | 6,721 | -1,984 | -22.79% | Feb 29, 2024 |
| Engine No. 1 ETF Trust | 0.08% | 4,804 | -385 | -7.42% | Jan 31, 2024 |
| Transparent Value Trust | 0.08% | 1,273 | -3,346 | -72.44% | Dec 31, 2023 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.08% | 46,387 | -1,062 | -2.24% | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.08% | 5,484 | - | - | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.08% | 382,663 | 11,559 | 3.11% | Jan 31, 2024 |
| NEW PERSPECTIVE FUND | 0.08% | 2,316,761 | -1,394 | -0.06% | Mar 31, 2024 |
| PIONEER SERIES TRUST XII | 0.08% | 55,449 | -90,261 | -61.95% | Feb 29, 2024 |
| SELECT SECTOR SPDR TRUST | 0.07% | 2,656,837 | 37,465 | 1.43% | Mar 31, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 0.07% | 3,572 | -4,490 | -55.69% | Feb 29, 2024 |
| ALGER FUNDS | 0.07% | 68,184 | 19,239 | 39.31% | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.07% | 335,565 | 152,573 | 83.38% | Jan 31, 2024 |
| Chesapeake Investment Trust | 0.07% | 3,662 | - | - | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.06% | 23,749 | 8,255 | 53.28% | Dec 31, 2023 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.06% | 31,882 | - | - | Mar 31, 2021 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.06% | 131,457 | - | - | Feb 29, 2024 |
| NICHOLAS FUND, INC. | 0.06% | 103,020 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.06% | 22,158 | -1,111 | -4.77% | Mar 31, 2024 |
| MASTER FOCUS GROWTH LLC | 0.06% | 21,202 | -14,728 | -40.99% | Nov 30, 2020 |
| VANGUARD INDEX FUNDS | 0.06% | 23,684,156 | 399,474 | 1.72% | Mar 31, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.06% | 7,047 | - | - | Dec 31, 2023 |
| Gateway Trust | 0.05% | 108,061 | -458 | -0.42% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.05% | 61,160 | -20,541 | -25.14% | Mar 28, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.05% | 12,101 | -240 | -1.94% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.05% | 1,076 | -84 | -7.24% | Dec 31, 2023 |
| SCHWAB ANNUITY PORTFOLIOS | 0.05% | 17,471 | 774 | 4.64% | Mar 31, 2024 |
| SIT LARGE CAP GROWTH FUND INC | 0.04% | 2,500 | 1,075 | 75.44% | Mar 28, 2024 |
| HARBOR FUNDS | 0.04% | 1,023,669 | -9,735 | -0.94% | Jan 31, 2024 |
| TEKLA HEALTHCARE INVESTORS | 0.04% | 34,571 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.04% | 8,719 | -228 | -2.55% | Mar 31, 2024 |
| BlackRock Health Sciences Trust II | 0.04% | 100,308 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.04% | 64,305 | -3,100 | -4.60% | Jan 31, 2024 |
| FIDELITY CONTRAFUND | 0.04% | 2,442,969 | 282,227 | 13.06% | Mar 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.04% | 25,149 | -352 | -1.38% | Mar 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.03% | 13,465 | -377 | -2.72% | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.03% | 974,785 | -7,008 | -0.71% | Feb 29, 2024 |
| Calvert Responsible Index Series, Inc. | 0.03% | 55,821 | 170 | 0.31% | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.03% | 217 | 217 | - | Mar 31, 2021 |
| SHELTON FUNDS | 0.03% | 54,515 | 13,466 | 32.80% | Feb 29, 2024 |
| Total Fund Solution | 0.03% | 12,032 | -1,002 | -7.69% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.03% | 393,697 | -52,984 | -11.86% | Mar 31, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.03% | 25,635 | 1,371 | 5.65% | Dec 31, 2023 |
| AMCAP FUND | 0.03% | 259,840 | 259,840 | - | Feb 29, 2024 |
Intuitive Surgical's largest mutual fund holder by % of total assets is "Investment House Funds", owning 27.00K shares, compromising 2.58% of its total assets.
Intuitive Surgical Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,116 | -37.27% |
| 31 Mar, 24 | 1,779 | 3.79% |
| 31 Dec, 23 | 1,714 | 7.46% |
| 30 Sep, 23 | 1,595 | -0.31% |
| 30 Jun, 23 | 1,600 | 10.73% |
| 31 Mar, 23 | 1,445 | -1.83% |
| 31 Dec, 22 | 1,472 | 9.20% |
| 30 Sep, 22 | 1,348 | -0.96% |
| 30 Jun, 22 | 1,361 | -10.28% |
| 31 Mar, 22 | 1,517 | -3.74% |
| 31 Dec, 21 | 1,576 | 10.91% |
| 30 Sep, 21 | 1,421 | 4.26% |
| 30 Jun, 21 | 1,363 | 5.50% |
| 31 Mar, 21 | 1,292 | 0.54% |
| 31 Dec, 20 | 1,285 | 7.98% |
| 30 Sep, 20 | 1,190 | 9.07% |
| 30 Jun, 20 | 1,091 | 3.51% |
| 31 Mar, 20 | 1,054 | -1.13% |
| 31 Dec, 19 | 1,066 | 9.56% |
| 30 Sep, 19 | 973 | 0.41% |
| 30 Jun, 19 | 969 | -3.00% |
| 31 Mar, 19 | 999 | 1.01% |
| 31 Dec, 18 | 989 | 4.99% |
| 30 Sep, 18 | 942 | 4.32% |
| 30 Jun, 18 | 903 | 7.63% |
| 31 Mar, 18 | 839 | 4.61% |
| 31 Dec, 17 | 802 | 16.06% |
| 30 Sep, 17 | 691 | 1.47% |
| 30 Jun, 17 | 681 | 5.42% |
| 31 Mar, 17 | 646 | -4.30% |
| 31 Dec, 16 | 675 | 4.33% |
| 30 Sep, 16 | 647 | 6.24% |
| 30 Jun, 16 | 609 | 2.53% |
| 31 Mar, 16 | 594 | 7.03% |
| 31 Dec, 15 | 555 | 3.16% |
| 30 Sep, 15 | 538 | 3.26% |
| 30 Jun, 15 | 521 | -1.88% |
| 31 Mar, 15 | 531 | -3.10% |
| 31 Dec, 14 | 548 | 5.59% |
| 30 Sep, 14 | 519 | 2.37% |
| 30 Jun, 14 | 507 | -3.06% |
| 31 Mar, 14 | 523 | -1.88% |
| 31 Dec, 13 | 533 | 7.03% |
| 30 Sep, 13 | 498 | -7.43% |
| 30 Jun, 13 | 538 | 116.94% |
| 31 Mar, 13 | 248 | -3.88% |
| 31 Dec, 12 | 258 | 7.95% |
| 30 Sep, 12 | 239 | -4.40% |
| 30 Jun, 12 | 250 | 3.31% |
| 31 Mar, 12 | 242 | - |
| 31 Dec, 11 | 242 | 24.10% |
| 30 Sep, 11 | 195 | 13.37% |
| 30 Jun, 11 | 172 | -0.58% |
| 31 Mar, 11 | 173 | 11.61% |
| 31 Dec, 10 | 155 | -3.13% |
| 30 Sep, 10 | 160 | -2.44% |
| 30 Jun, 10 | 164 | 15.49% |
| 31 Mar, 10 | 142 | 10.08% |
| 31 Dec, 09 | 129 | -10.42% |
| 30 Sep, 09 | 144 | 13.39% |
| 30 Jun, 09 | 127 | 11.40% |
| 31 Mar, 09 | 114 | -10.94% |
| 31 Dec, 08 | 128 | -4.48% |
| 30 Sep, 08 | 134 | 3.08% |
| 30 Jun, 08 | 130 | 3.17% |
| 31 Mar, 08 | 126 | 3.28% |
| 31 Dec, 07 | 122 | 31.18% |
| 30 Sep, 07 | 93 | 12.05% |
| 30 Jun, 07 | 83 | 25.76% |
| 31 Mar, 07 | 66 | - |
| 31 Dec, 06 | 66 | 8.20% |
| 30 Sep, 06 | 61 | -4.69% |
| 30 Jun, 06 | 64 | -14.67% |
| 31 Mar, 06 | 75 | 11.94% |
| 31 Dec, 05 | 67 | 13.56% |
| 30 Sep, 05 | 59 | 11.32% |
| 30 Jun, 05 | 53 | 20.45% |
| 31 Mar, 05 | 44 | 51.72% |
| 31 Dec, 04 | 29 | 26.09% |
| 30 Sep, 04 | 23 | 64.29% |
| 30 Jun, 04 | 14 | -33.33% |
| 31 Mar, 04 | 21 | 23.53% |
| 31 Dec, 03 | 17 | 54.55% |
| 30 Sep, 03 | 11 | 450.00% |
| 30 Jun, 03 | 2 | - |
As of 30 Jun 24, 1,116 institutions are holding Intuitive Surgical's shares, representing a decrease of -37.27% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 62,262,630 | -78.91% |
| 31 Mar, 24 | 295,247,372 | -0.29% |
| 31 Dec, 23 | 296,115,668 | 2.05% |
| 30 Sep, 23 | 290,166,560 | -0.40% |
| 30 Jun, 23 | 291,329,636 | -0.22% |
| 31 Mar, 23 | 291,959,489 | -0.31% |
| 31 Dec, 22 | 292,875,157 | -0.00% |
| 30 Sep, 22 | 292,884,002 | -0.88% |
| 30 Jun, 22 | 295,484,865 | -1.56% |
| 31 Mar, 22 | 300,179,105 | -0.19% |
| 31 Dec, 21 | 300,736,185 | 181.96% |
| 30 Sep, 21 | 106,658,601 | 5.83% |
| 30 Jun, 21 | 100,784,690 | 0.18% |
| 31 Mar, 21 | 100,605,728 | -1.09% |
| 31 Dec, 20 | 101,714,426 | -0.86% |
| 30 Sep, 20 | 102,601,631 | -0.24% |
| 30 Jun, 20 | 102,853,417 | 0.11% |
| 31 Mar, 20 | 102,740,737 | 3.00% |
| 31 Dec, 19 | 99,747,452 | -0.07% |
| 30 Sep, 19 | 99,820,553 | -0.10% |
| 30 Jun, 19 | 99,924,762 | 0.01% |
| 31 Mar, 19 | 99,913,036 | 2.23% |
| 31 Dec, 18 | 97,728,920 | 0.47% |
| 30 Sep, 18 | 97,272,000 | -0.40% |
| 30 Jun, 18 | 97,662,345 | -0.36% |
| 31 Mar, 18 | 98,018,535 | -1.49% |
| 31 Dec, 17 | 99,503,162 | 168.23% |
| 30 Sep, 17 | 37,096,533 | 4.37% |
| 30 Jun, 17 | 35,542,877 | -1.91% |
| 31 Mar, 17 | 36,235,615 | 1.62% |
| 31 Dec, 16 | 35,659,131 | 0.15% |
| 30 Sep, 16 | 35,604,264 | -4.71% |
| 30 Jun, 16 | 37,362,983 | -9.36% |
| 31 Mar, 16 | 41,222,666 | 18.99% |
| 31 Dec, 15 | 34,643,760 | 1.22% |
| 30 Sep, 15 | 34,225,898 | 1.19% |
| 30 Jun, 15 | 33,822,313 | 0.61% |
| 31 Mar, 15 | 33,618,044 | 0.63% |
| 31 Dec, 14 | 33,406,112 | 1.66% |
| 30 Sep, 14 | 32,860,925 | -2.75% |
| 30 Jun, 14 | 33,790,085 | -2.98% |
| 31 Mar, 14 | 34,827,607 | -0.74% |
| 31 Dec, 13 | 35,086,003 | 3.35% |
| 30 Sep, 13 | 33,947,357 | 5.36% |
| 30 Jun, 13 | 32,221,063 | 143.06% |
| 31 Mar, 13 | 13,256,544 | 14.16% |
| 31 Dec, 12 | 11,611,792 | 12.01% |
| 30 Sep, 12 | 10,366,967 | -17.34% |
| 30 Jun, 12 | 12,541,426 | 10.67% |
| 31 Mar, 12 | 11,332,728 | -0.59% |
| 31 Dec, 11 | 11,400,368 | -0.15% |
| 30 Sep, 11 | 11,417,459 | -1.47% |
| 30 Jun, 11 | 11,587,341 | -5.97% |
| 31 Mar, 11 | 12,323,377 | 42.76% |
| 31 Dec, 10 | 8,632,014 | 0.61% |
| 30 Sep, 10 | 8,579,553 | -17.94% |
| 30 Jun, 10 | 10,455,586 | 22.38% |
| 31 Mar, 10 | 8,543,269 | -13.90% |
| 31 Dec, 09 | 9,921,976 | -8.11% |
| 30 Sep, 09 | 10,797,389 | 14.72% |
| 30 Jun, 09 | 9,412,083 | 5.93% |
| 31 Mar, 09 | 8,885,269 | -15.94% |
| 31 Dec, 08 | 10,570,017 | -1.11% |
| 30 Sep, 08 | 10,688,621 | 25.74% |
| 30 Jun, 08 | 8,500,776 | -15.36% |
| 31 Mar, 08 | 10,043,146 | 11.17% |
| 31 Dec, 07 | 9,033,900 | 2.98% |
| 30 Sep, 07 | 8,772,553 | -1.41% |
| 30 Jun, 07 | 8,897,862 | -0.40% |
| 31 Mar, 07 | 8,933,250 | 64.66% |
| 31 Dec, 06 | 5,425,306 | -36.62% |
| 30 Sep, 06 | 8,559,540 | 18.20% |
| 30 Jun, 06 | 7,241,660 | -15.97% |
| 31 Mar, 06 | 8,617,575 | 34.65% |
| 31 Dec, 05 | 6,400,202 | -7.70% |
| 30 Sep, 05 | 6,933,798 | 12.27% |
| 30 Jun, 05 | 6,176,168 | 9.80% |
| 31 Mar, 05 | 5,624,937 | 38.71% |
| 31 Dec, 04 | 4,055,190 | 17.18% |
| 30 Sep, 04 | 3,460,726 | 22.54% |
| 30 Jun, 04 | 2,824,071 | 18.66% |
| 31 Mar, 04 | 2,379,978 | -33.50% |
| 31 Dec, 03 | 3,578,786 | 118.81% |
| 30 Sep, 03 | 1,635,577 | 1770.73% |
| 30 Jun, 03 | 87,430 | - |
Intuitive Surgical (ISRG) has 62.26M shares outstanding as of 30 Jun 24, down -78.91% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 17.61% | 0.25% |
| 31 Mar, 24 | 83.52% | 1.17% |
| 31 Dec, 23 | 84.32% | 1.24% |
| 30 Sep, 23 | 82.50% | 1.20% |
| 30 Jun, 23 | 83.02% | 1.19% |
| 31 Mar, 23 | 83.37% | 1.23% |
| 31 Dec, 22 | 82.34% | 1.21% |
| 30 Sep, 22 | 82.43% | 1.21% |
| 30 Jun, 22 | 82.51% | 1.18% |
| 31 Mar, 22 | 83.76% | 1.18% |
| 31 Dec, 21 | 84.12% | 9.41% |
| 30 Sep, 21 | 29.89% | 3.73% |
| 30 Jun, 21 | 28.33% | 3.50% |
| 31 Mar, 21 | 28.47% | 3.42% |
| 31 Dec, 20 | 28.83% | 3.39% |
| 30 Sep, 20 | 29.16% | 3.38% |
| 30 Jun, 20 | 29.35% | 3.39% |
| 31 Mar, 20 | 29.42% | 3.57% |
| 31 Dec, 19 | 28.71% | 3.45% |
| 30 Sep, 19 | 28.83% | 3.46% |
| 30 Jun, 19 | 28.86% | 3.44% |
| 31 Mar, 19 | 28.96% | 3.58% |
| 31 Dec, 18 | 28.43% | 3.51% |
| 30 Sep, 18 | 28.44% | 3.47% |
| 30 Jun, 18 | 28.63% | 3.41% |
| 31 Mar, 18 | 28.97% | 3.29% |
| 31 Dec, 17 | 29.69% | 24.27% |
| 30 Sep, 17 | 11.06% | 9.71% |
| 30 Jun, 17 | 10.67% | 9.16% |
| 31 Mar, 17 | 10.79% | 10.09% |
| 31 Dec, 16 | 10.35% | 9.90% |
| 30 Sep, 16 | 10.22% | 8.70% |
| 30 Jun, 16 | 10.84% | 7.34% |
| 31 Mar, 16 | 12.15% | 11.29% |
| 31 Dec, 15 | 10.38% | 9.98% |
| 30 Sep, 15 | 10.20% | 9.83% |
| 30 Jun, 15 | 10.18% | 9.83% |
| 31 Mar, 15 | 10.18% | 9.73% |
| 31 Dec, 14 | 10.23% | 10.00% |
| 30 Sep, 14 | 10.11% | 9.77% |
| 30 Jun, 14 | 10.17% | 10.44% |
| 31 Mar, 14 | 9.87% | 9.77% |
| 31 Dec, 13 | 10.05% | 10.53% |
| 30 Sep, 13 | 9.77% | 12.14% |
| 30 Jun, 13 | 8.97% | 67.17% |
| 31 Mar, 13 | 3.65% | 35.13% |
| 31 Dec, 12 | 3.23% | 38.70% |
| 30 Sep, 12 | 2.89% | 23.67% |
| 30 Jun, 12 | 3.49% | 34.37% |
| 31 Mar, 12 | 3.19% | 30.53% |
| 31 Dec, 11 | 3.23% | 30.70% |
| 30 Sep, 11 | 3.24% | 30.08% |
| 30 Jun, 11 | 3.28% | 26.78% |
| 31 Mar, 11 | 3.50% | 58.20% |
| 31 Dec, 10 | 2.45% | 41.90% |
| 30 Sep, 10 | 2.42% | 27.69% |
| 30 Jun, 10 | 2.96% | 49.39% |
| 31 Mar, 10 | 2.45% | 29.53% |
| 31 Dec, 09 | 2.88% | 29.00% |
| 30 Sep, 09 | 3.15% | 41.37% |
| 30 Jun, 09 | 2.76% | 42.84% |
| 31 Mar, 09 | 2.54% | 27.82% |
| 31 Dec, 08 | 3.02% | 32.60% |
| 30 Sep, 08 | 3.04% | 51.30% |
| 30 Jun, 08 | 2.44% | 29.12% |
| 31 Mar, 08 | 2.89% | 42.25% |
| 31 Dec, 07 | 2.62% | 39.84% |
| 30 Sep, 07 | 2.56% | 37.14% |
| 30 Jun, 07 | 2.63% | 37.08% |
| 31 Mar, 07 | 2.66% | 100.34% |
| 31 Dec, 06 | 1.63% | 24.49% |
| 30 Sep, 06 | 2.58% | 53.61% |
| 30 Jun, 06 | 2.19% | 31.66% |
| 31 Mar, 06 | 2.63% | 64.01% |
| 31 Dec, 05 | 2.03% | 42.22% |
| 30 Sep, 05 | 2.19% | 56.32% |
| 30 Jun, 05 | 1.97% | 60.16% |
| 31 Mar, 05 | 1.81% | 103.73% |
| 31 Dec, 04 | 1.32% | 102.22% |
| 30 Sep, 04 | 1.14% | 130.04% |
| 30 Jun, 04 | 0.94% | 148.12% |
| 31 Mar, 04 | 0.79% | 28.05% |
| 31 Dec, 03 | 1.68% | 368.19% |
| 30 Sep, 03 | 0.68% | 24726.20% |
| 30 Jun, 03 | 0.05% | - |
As of 30 Jun 24, Intuitive Surgical is held by 17.61% institutional shareholders, representing a 0.25% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 583 | -35.01% |
| 31 Mar, 24 | 897 | 6.15% |
| 31 Dec, 23 | 845 | 13.12% |
| 30 Sep, 23 | 747 | -0.66% |
| 30 Jun, 23 | 752 | 19.37% |
| 31 Mar, 23 | 630 | -8.56% |
| 31 Dec, 22 | 689 | 12.40% |
| 30 Sep, 22 | 613 | -4.81% |
| 30 Jun, 22 | 644 | -12.02% |
| 31 Mar, 22 | 732 | -49.34% |
| 31 Dec, 21 | 1,445 | 111.57% |
| 30 Sep, 21 | 683 | -0.29% |
| 30 Jun, 21 | 685 | 9.78% |
| 31 Mar, 21 | 624 | -2.50% |
| 31 Dec, 20 | 640 | 9.97% |
| 30 Sep, 20 | 582 | 6.40% |
| 30 Jun, 20 | 547 | 10.28% |
| 31 Mar, 20 | 496 | -5.70% |
| 31 Dec, 19 | 526 | 21.48% |
| 30 Sep, 19 | 433 | -0.69% |
| 30 Jun, 19 | 436 | -2.90% |
| 31 Mar, 19 | 449 | -0.44% |
| 31 Dec, 18 | 451 | 10.27% |
| 30 Sep, 18 | 409 | -6.19% |
| 30 Jun, 18 | 436 | 21.11% |
| 31 Mar, 18 | 360 | -50.55% |
| 31 Dec, 17 | 728 | 160.00% |
| 30 Sep, 17 | 280 | -1.75% |
| 30 Jun, 17 | 285 | 17.28% |
| 31 Mar, 17 | 243 | -24.77% |
| 31 Dec, 16 | 323 | 12.94% |
| 30 Sep, 16 | 286 | 4.38% |
| 30 Jun, 16 | 274 | -2.14% |
| 31 Mar, 16 | 280 | 18.14% |
| 31 Dec, 15 | 237 | -3.27% |
| 30 Sep, 15 | 245 | 12.90% |
| 30 Jun, 15 | 217 | 11.28% |
| 31 Mar, 15 | 195 | -16.67% |
| 31 Dec, 14 | 234 | 24.47% |
| 30 Sep, 14 | 188 | -6.93% |
| 30 Jun, 14 | 202 | -7.34% |
| 31 Mar, 14 | 218 | -2.68% |
| 31 Dec, 13 | 224 | 0.90% |
| 30 Sep, 13 | 222 | -42.64% |
| 30 Jun, 13 | 387 | 236.52% |
| 31 Mar, 13 | 115 | -11.54% |
| 31 Dec, 12 | 130 | 8.33% |
| 30 Sep, 12 | 120 | -7.69% |
| 30 Jun, 12 | 130 | 15.04% |
| 31 Mar, 12 | 113 | -12.40% |
| 31 Dec, 11 | 129 | 17.27% |
| 30 Sep, 11 | 110 | 42.86% |
| 30 Jun, 11 | 77 | -21.43% |
| 31 Mar, 11 | 98 | 20.99% |
| 31 Dec, 10 | 81 | - |
| 30 Sep, 10 | 81 | -16.49% |
| 30 Jun, 10 | 97 | 46.97% |
| 31 Mar, 10 | 66 | 10.00% |
| 31 Dec, 09 | 60 | -10.45% |
| 30 Sep, 09 | 67 | 1.52% |
| 30 Jun, 09 | 66 | -5.71% |
| 31 Mar, 09 | 70 | -12.50% |
| 31 Dec, 08 | 80 | 23.08% |
| 30 Sep, 08 | 65 | 8.33% |
| 30 Jun, 08 | 60 | -14.29% |
| 31 Mar, 08 | 70 | -6.67% |
| 31 Dec, 07 | 75 | 50.00% |
| 30 Sep, 07 | 50 | 19.05% |
| 30 Jun, 07 | 42 | -2.33% |
| 31 Mar, 07 | 43 | 2.38% |
| 31 Dec, 06 | 42 | 40.00% |
| 30 Sep, 06 | 30 | -21.05% |
| 30 Jun, 06 | 38 | -15.56% |
| 31 Mar, 06 | 45 | 12.50% |
| 31 Dec, 05 | 40 | 5.26% |
| 30 Sep, 05 | 38 | 26.67% |
| 30 Jun, 05 | 30 | - |
| 31 Mar, 05 | 30 | 15.38% |
| 31 Dec, 04 | 26 | 100.00% |
| 30 Sep, 04 | 13 | 44.44% |
| 30 Jun, 04 | 9 | -47.06% |
| 31 Mar, 04 | 17 | 13.33% |
| 31 Dec, 03 | 15 | 66.67% |
| 30 Sep, 03 | 9 | 350.00% |
| 30 Jun, 03 | 2 | - |
583 institutional shareholders have increased their position in ISRG stock as of 30 Jun 24 compared to 897 in the previous quarter (a -35.01% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 335 | -42.34% |
| 31 Mar, 24 | 581 | 3.20% |
| 31 Dec, 23 | 563 | 10.18% |
| 30 Sep, 23 | 511 | -8.42% |
| 30 Jun, 23 | 558 | 7.93% |
| 31 Mar, 23 | 517 | -5.48% |
| 31 Dec, 22 | 547 | 14.92% |
| 30 Sep, 22 | 476 | 2.81% |
| 30 Jun, 22 | 463 | -11.47% |
| 31 Mar, 22 | 523 | 868.52% |
| 31 Dec, 21 | 54 | -87.95% |
| 30 Sep, 21 | 448 | 19.15% |
| 30 Jun, 21 | 376 | -4.57% |
| 31 Mar, 21 | 394 | -0.51% |
| 31 Dec, 20 | 396 | 8.20% |
| 30 Sep, 20 | 366 | 18.45% |
| 30 Jun, 20 | 309 | -14.17% |
| 31 Mar, 20 | 360 | 20.00% |
| 31 Dec, 19 | 300 | -4.76% |
| 30 Sep, 19 | 315 | -2.78% |
| 30 Jun, 19 | 324 | -1.82% |
| 31 Mar, 19 | 330 | 0.30% |
| 31 Dec, 18 | 329 | 4.11% |
| 30 Sep, 18 | 316 | 16.18% |
| 30 Jun, 18 | 272 | -1.09% |
| 31 Mar, 18 | 275 | 1045.83% |
| 31 Dec, 17 | 24 | -89.66% |
| 30 Sep, 17 | 232 | 1.75% |
| 30 Jun, 17 | 228 | -11.28% |
| 31 Mar, 17 | 257 | 33.85% |
| 31 Dec, 16 | 192 | -1.54% |
| 30 Sep, 16 | 195 | -1.52% |
| 30 Jun, 16 | 198 | 11.24% |
| 31 Mar, 16 | 178 | -7.29% |
| 31 Dec, 15 | 192 | 20.00% |
| 30 Sep, 15 | 160 | -8.57% |
| 30 Jun, 15 | 175 | -12.06% |
| 31 Mar, 15 | 199 | 2.58% |
| 31 Dec, 14 | 194 | -7.18% |
| 30 Sep, 14 | 209 | 13.59% |
| 30 Jun, 14 | 184 | -1.60% |
| 31 Mar, 14 | 187 | -5.08% |
| 31 Dec, 13 | 197 | 11.30% |
| 30 Sep, 13 | 177 | 101.14% |
| 30 Jun, 13 | 88 | -2.22% |
| 31 Mar, 13 | 90 | 8.43% |
| 31 Dec, 12 | 83 | 3.75% |
| 30 Sep, 12 | 80 | 1.27% |
| 30 Jun, 12 | 79 | -7.06% |
| 31 Mar, 12 | 85 | 21.43% |
| 31 Dec, 11 | 70 | 32.08% |
| 30 Sep, 11 | 53 | -8.62% |
| 30 Jun, 11 | 58 | 20.83% |
| 31 Mar, 11 | 48 | 11.63% |
| 31 Dec, 10 | 43 | -4.44% |
| 30 Sep, 10 | 45 | 12.50% |
| 30 Jun, 10 | 40 | -18.37% |
| 31 Mar, 10 | 49 | 8.89% |
| 31 Dec, 09 | 45 | -8.16% |
| 30 Sep, 09 | 49 | 32.43% |
| 30 Jun, 09 | 37 | 60.87% |
| 31 Mar, 09 | 23 | -25.81% |
| 31 Dec, 08 | 31 | -29.55% |
| 30 Sep, 08 | 44 | -20.00% |
| 30 Jun, 08 | 55 | 37.50% |
| 31 Mar, 08 | 40 | 8.11% |
| 31 Dec, 07 | 37 | 8.82% |
| 30 Sep, 07 | 34 | 36.00% |
| 30 Jun, 07 | 25 | 56.25% |
| 31 Mar, 07 | 16 | -20.00% |
| 31 Dec, 06 | 20 | - |
| 30 Sep, 06 | 20 | 5.26% |
| 30 Jun, 06 | 19 | -9.52% |
| 31 Mar, 06 | 21 | 16.67% |
| 31 Dec, 05 | 18 | 28.57% |
| 30 Sep, 05 | 14 | -12.50% |
| 30 Jun, 05 | 16 | 77.78% |
| 31 Mar, 05 | 9 | 350.00% |
| 31 Dec, 04 | 2 | -60.00% |
| 30 Sep, 04 | 5 | 150.00% |
| 30 Jun, 04 | 2 | - |
| 31 Mar, 04 | 2 | 100.00% |
| 31 Dec, 03 | 1 | -50.00% |
| 30 Sep, 03 | 2 | - |
| 30 Jun, 03 | - | - |
335 institutional shareholders have reduced their position in ISRG stock as of 30 Jun 24 compared to 581 in the previous quarter (a -42.34% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,116 | -37.27% | 62,262,630 | -78.91% | 17.61% | 0.25% | 583 | -35.01% | 335 | -42.34% |
| 31 Mar, 24 | 1,779 | 3.79% | 295,247,372 | -0.29% | 83.52% | 1.17% | 897 | 6.15% | 581 | 3.20% |
| 31 Dec, 23 | 1,714 | 7.46% | 296,115,668 | 2.05% | 84.32% | 1.24% | 845 | 13.12% | 563 | 10.18% |
| 30 Sep, 23 | 1,595 | -0.31% | 290,166,560 | -0.40% | 82.50% | 1.20% | 747 | -0.66% | 511 | -8.42% |
| 30 Jun, 23 | 1,600 | 10.73% | 291,329,636 | -0.22% | 83.02% | 1.19% | 752 | 19.37% | 558 | 7.93% |
| 31 Mar, 23 | 1,445 | -1.83% | 291,959,489 | -0.31% | 83.37% | 1.23% | 630 | -8.56% | 517 | -5.48% |
| 31 Dec, 22 | 1,472 | 9.20% | 292,875,157 | -0.00% | 82.34% | 1.21% | 689 | 12.40% | 547 | 14.92% |
| 30 Sep, 22 | 1,348 | -0.96% | 292,884,002 | -0.88% | 82.43% | 1.21% | 613 | -4.81% | 476 | 2.81% |
| 30 Jun, 22 | 1,361 | -10.28% | 295,484,865 | -1.56% | 82.51% | 1.18% | 644 | -12.02% | 463 | -11.47% |
| 31 Mar, 22 | 1,517 | -3.74% | 300,179,105 | -0.19% | 83.76% | 1.18% | 732 | -49.34% | 523 | 868.52% |
| 31 Dec, 21 | 1,576 | 10.91% | 300,736,185 | 181.96% | 84.12% | 9.41% | 1,445 | 111.57% | 54 | -87.95% |
| 30 Sep, 21 | 1,421 | 4.26% | 106,658,601 | 5.83% | 29.89% | 3.73% | 683 | -0.29% | 448 | 19.15% |
| 30 Jun, 21 | 1,363 | 5.50% | 100,784,690 | 0.18% | 28.33% | 3.50% | 685 | 9.78% | 376 | -4.57% |
| 31 Mar, 21 | 1,292 | 0.54% | 100,605,728 | -1.09% | 28.47% | 3.42% | 624 | -2.50% | 394 | -0.51% |
| 31 Dec, 20 | 1,285 | 7.98% | 101,714,426 | -0.86% | 28.83% | 3.39% | 640 | 9.97% | 396 | 8.20% |
| 30 Sep, 20 | 1,190 | 9.07% | 102,601,631 | -0.24% | 29.16% | 3.38% | 582 | 6.40% | 366 | 18.45% |
| 30 Jun, 20 | 1,091 | 3.51% | 102,853,417 | 0.11% | 29.35% | 3.39% | 547 | 10.28% | 309 | -14.17% |
| 31 Mar, 20 | 1,054 | -1.13% | 102,740,737 | 3.00% | 29.42% | 3.57% | 496 | -5.70% | 360 | 20.00% |
| 31 Dec, 19 | 1,066 | 9.56% | 99,747,452 | -0.07% | 28.71% | 3.45% | 526 | 21.48% | 300 | -4.76% |
| 30 Sep, 19 | 973 | 0.41% | 99,820,553 | -0.10% | 28.83% | 3.46% | 433 | -0.69% | 315 | -2.78% |
| 30 Jun, 19 | 969 | -3.00% | 99,924,762 | 0.01% | 28.86% | 3.44% | 436 | -2.90% | 324 | -1.82% |
| 31 Mar, 19 | 999 | 1.01% | 99,913,036 | 2.23% | 28.96% | 3.58% | 449 | -0.44% | 330 | 0.30% |
| 31 Dec, 18 | 989 | 4.99% | 97,728,920 | 0.47% | 28.43% | 3.51% | 451 | 10.27% | 329 | 4.11% |
| 30 Sep, 18 | 942 | 4.32% | 97,272,000 | -0.40% | 28.44% | 3.47% | 409 | -6.19% | 316 | 16.18% |
| 30 Jun, 18 | 903 | 7.63% | 97,662,345 | -0.36% | 28.63% | 3.41% | 436 | 21.11% | 272 | -1.09% |
| 31 Mar, 18 | 839 | 4.61% | 98,018,535 | -1.49% | 28.97% | 3.29% | 360 | -50.55% | 275 | 1045.83% |
| 31 Dec, 17 | 802 | 16.06% | 99,503,162 | 168.23% | 29.69% | 24.27% | 728 | 160.00% | 24 | -89.66% |
| 30 Sep, 17 | 691 | 1.47% | 37,096,533 | 4.37% | 11.06% | 9.71% | 280 | -1.75% | 232 | 1.75% |
| 30 Jun, 17 | 681 | 5.42% | 35,542,877 | -1.91% | 10.67% | 9.16% | 285 | 17.28% | 228 | -11.28% |
| 31 Mar, 17 | 646 | -4.30% | 36,235,615 | 1.62% | 10.79% | 10.09% | 243 | -24.77% | 257 | 33.85% |
| 31 Dec, 16 | 675 | 4.33% | 35,659,131 | 0.15% | 10.35% | 9.90% | 323 | 12.94% | 192 | -1.54% |
| 30 Sep, 16 | 647 | 6.24% | 35,604,264 | -4.71% | 10.22% | 8.70% | 286 | 4.38% | 195 | -1.52% |
| 30 Jun, 16 | 609 | 2.53% | 37,362,983 | -9.36% | 10.84% | 7.34% | 274 | -2.14% | 198 | 11.24% |
| 31 Mar, 16 | 594 | 7.03% | 41,222,666 | 18.99% | 12.15% | 11.29% | 280 | 18.14% | 178 | -7.29% |
| 31 Dec, 15 | 555 | 3.16% | 34,643,760 | 1.22% | 10.38% | 9.98% | 237 | -3.27% | 192 | 20.00% |
| 30 Sep, 15 | 538 | 3.26% | 34,225,898 | 1.19% | 10.20% | 9.83% | 245 | 12.90% | 160 | -8.57% |
| 30 Jun, 15 | 521 | -1.88% | 33,822,313 | 0.61% | 10.18% | 9.83% | 217 | 11.28% | 175 | -12.06% |
| 31 Mar, 15 | 531 | -3.10% | 33,618,044 | 0.63% | 10.18% | 9.73% | 195 | -16.67% | 199 | 2.58% |
| 31 Dec, 14 | 548 | 5.59% | 33,406,112 | 1.66% | 10.23% | 10.00% | 234 | 24.47% | 194 | -7.18% |
| 30 Sep, 14 | 519 | 2.37% | 32,860,925 | -2.75% | 10.11% | 9.77% | 188 | -6.93% | 209 | 13.59% |
| 30 Jun, 14 | 507 | -3.06% | 33,790,085 | -2.98% | 10.17% | 10.44% | 202 | -7.34% | 184 | -1.60% |
| 31 Mar, 14 | 523 | -1.88% | 34,827,607 | -0.74% | 9.87% | 9.77% | 218 | -2.68% | 187 | -5.08% |
| 31 Dec, 13 | 533 | 7.03% | 35,086,003 | 3.35% | 10.05% | 10.53% | 224 | 0.90% | 197 | 11.30% |
| 30 Sep, 13 | 498 | -7.43% | 33,947,357 | 5.36% | 9.77% | 12.14% | 222 | -42.64% | 177 | 101.14% |
| 30 Jun, 13 | 538 | 116.94% | 32,221,063 | 143.06% | 8.97% | 67.17% | 387 | 236.52% | 88 | -2.22% |
| 31 Mar, 13 | 248 | -3.88% | 13,256,544 | 14.16% | 3.65% | 35.13% | 115 | -11.54% | 90 | 8.43% |
| 31 Dec, 12 | 258 | 7.95% | 11,611,792 | 12.01% | 3.23% | 38.70% | 130 | 8.33% | 83 | 3.75% |
| 30 Sep, 12 | 239 | -4.40% | 10,366,967 | -17.34% | 2.89% | 23.67% | 120 | -7.69% | 80 | 1.27% |
| 30 Jun, 12 | 250 | 3.31% | 12,541,426 | 10.67% | 3.49% | 34.37% | 130 | 15.04% | 79 | -7.06% |
| 31 Mar, 12 | 242 | - | 11,332,728 | -0.59% | 3.19% | 30.53% | 113 | -12.40% | 85 | 21.43% |
| 31 Dec, 11 | 242 | 24.10% | 11,400,368 | -0.15% | 3.23% | 30.70% | 129 | 17.27% | 70 | 32.08% |
| 30 Sep, 11 | 195 | 13.37% | 11,417,459 | -1.47% | 3.24% | 30.08% | 110 | 42.86% | 53 | -8.62% |
| 30 Jun, 11 | 172 | -0.58% | 11,587,341 | -5.97% | 3.28% | 26.78% | 77 | -21.43% | 58 | 20.83% |
| 31 Mar, 11 | 173 | 11.61% | 12,323,377 | 42.76% | 3.50% | 58.20% | 98 | 20.99% | 48 | 11.63% |
| 31 Dec, 10 | 155 | -3.13% | 8,632,014 | 0.61% | 2.45% | 41.90% | 81 | - | 43 | -4.44% |
| 30 Sep, 10 | 160 | -2.44% | 8,579,553 | -17.94% | 2.42% | 27.69% | 81 | -16.49% | 45 | 12.50% |
| 30 Jun, 10 | 164 | 15.49% | 10,455,586 | 22.38% | 2.96% | 49.39% | 97 | 46.97% | 40 | -18.37% |
| 31 Mar, 10 | 142 | 10.08% | 8,543,269 | -13.90% | 2.45% | 29.53% | 66 | 10.00% | 49 | 8.89% |
| 31 Dec, 09 | 129 | -10.42% | 9,921,976 | -8.11% | 2.88% | 29.00% | 60 | -10.45% | 45 | -8.16% |
| 30 Sep, 09 | 144 | 13.39% | 10,797,389 | 14.72% | 3.15% | 41.37% | 67 | 1.52% | 49 | 32.43% |
| 30 Jun, 09 | 127 | 11.40% | 9,412,083 | 5.93% | 2.76% | 42.84% | 66 | -5.71% | 37 | 60.87% |
| 31 Mar, 09 | 114 | -10.94% | 8,885,269 | -15.94% | 2.54% | 27.82% | 70 | -12.50% | 23 | -25.81% |
| 31 Dec, 08 | 128 | -4.48% | 10,570,017 | -1.11% | 3.02% | 32.60% | 80 | 23.08% | 31 | -29.55% |
| 30 Sep, 08 | 134 | 3.08% | 10,688,621 | 25.74% | 3.04% | 51.30% | 65 | 8.33% | 44 | -20.00% |
| 30 Jun, 08 | 130 | 3.17% | 8,500,776 | -15.36% | 2.44% | 29.12% | 60 | -14.29% | 55 | 37.50% |
| 31 Mar, 08 | 126 | 3.28% | 10,043,146 | 11.17% | 2.89% | 42.25% | 70 | -6.67% | 40 | 8.11% |
| 31 Dec, 07 | 122 | 31.18% | 9,033,900 | 2.98% | 2.62% | 39.84% | 75 | 50.00% | 37 | 8.82% |
| 30 Sep, 07 | 93 | 12.05% | 8,772,553 | -1.41% | 2.56% | 37.14% | 50 | 19.05% | 34 | 36.00% |
| 30 Jun, 07 | 83 | 25.76% | 8,897,862 | -0.40% | 2.63% | 37.08% | 42 | -2.33% | 25 | 56.25% |
| 31 Mar, 07 | 66 | - | 8,933,250 | 64.66% | 2.66% | 100.34% | 43 | 2.38% | 16 | -20.00% |
| 31 Dec, 06 | 66 | 8.20% | 5,425,306 | -36.62% | 1.63% | 24.49% | 42 | 40.00% | 20 | - |
| 30 Sep, 06 | 61 | -4.69% | 8,559,540 | 18.20% | 2.58% | 53.61% | 30 | -21.05% | 20 | 5.26% |
| 30 Jun, 06 | 64 | -14.67% | 7,241,660 | -15.97% | 2.19% | 31.66% | 38 | -15.56% | 19 | -9.52% |
| 31 Mar, 06 | 75 | 11.94% | 8,617,575 | 34.65% | 2.63% | 64.01% | 45 | 12.50% | 21 | 16.67% |
| 31 Dec, 05 | 67 | 13.56% | 6,400,202 | -7.70% | 2.03% | 42.22% | 40 | 5.26% | 18 | 28.57% |
| 30 Sep, 05 | 59 | 11.32% | 6,933,798 | 12.27% | 2.19% | 56.32% | 38 | 26.67% | 14 | -12.50% |
| 30 Jun, 05 | 53 | 20.45% | 6,176,168 | 9.80% | 1.97% | 60.16% | 30 | - | 16 | 77.78% |
| 31 Mar, 05 | 44 | 51.72% | 5,624,937 | 38.71% | 1.81% | 103.73% | 30 | 15.38% | 9 | 350.00% |
| 31 Dec, 04 | 29 | 26.09% | 4,055,190 | 17.18% | 1.32% | 102.22% | 26 | 100.00% | 2 | -60.00% |
| 30 Sep, 04 | 23 | 64.29% | 3,460,726 | 22.54% | 1.14% | 130.04% | 13 | 44.44% | 5 | 150.00% |
| 30 Jun, 04 | 14 | -33.33% | 2,824,071 | 18.66% | 0.94% | 148.12% | 9 | -47.06% | 2 | - |
| 31 Mar, 04 | 21 | 23.53% | 2,379,978 | -33.50% | 0.79% | 28.05% | 17 | 13.33% | 2 | 100.00% |
| 31 Dec, 03 | 17 | 54.55% | 3,578,786 | 118.81% | 1.68% | 368.19% | 15 | 66.67% | 1 | -50.00% |
| 30 Sep, 03 | 11 | 450.00% | 1,635,577 | 1770.73% | 0.68% | 24726.20% | 9 | 350.00% | 2 | - |
| 30 Jun, 03 | 2 | - | 87,430 | - | 0.05% | - | 2 | - | - | - |
Intuitive Surgical Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|