Intuitive Surgical Ownership 2024 | Who Owns Intuitive Surgical Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

83.73%

Insider Ownership

0.53%

Retail Ownership

15.74%

Institutional Holders

1.75K

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	8.77%	0.24%	30,868,620	493,126	1.62%	12,319,357,556	Mar 31, 2024
BLACKROCK INC.	8.61%	0.28%	30,321,651	1,077,758	3.69%	12,101,067,806	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	4.69%	0.81%	16,530,249	-443,017	-2.61%	6,597,058,000	Mar 31, 2024
STATE STREET CORP	4.30%	0.27%	15,132,415	171,578	1.15%	6,039,195,502	Mar 31, 2024
FMR LLC	2.57%	0.24%	9,064,367	1,524,721	20.22%	3,617,498,071	Mar 31, 2024
CAPITAL WORLD INVESTORS	2.07%	0.48%	7,284,269	73,634	1.02%	2,907,079,102	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.03%	0.26%	7,151,034	212,429	3.06%	2,845,926,514	Mar 31, 2024
JPMORGAN CHASE & CO	1.91%	0.23%	6,732,307	1,521,709	29.20%	2,686,796,702	Mar 31, 2024
ALLIANCEBERNSTEIN L.P.	1.88%	0.93%	6,603,732	-695,860	-9.53%	2,635,483,404	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	1.81%	0.49%	6,384,837	-321,987	-4.80%	2,548,124,432	Mar 31, 2024
MORGAN STANLEY	1.50%	0.17%	5,278,238	131,073	2.55%	2,106,493,737	Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC	1.30%	0.85%	4,571,023	82,975	1.85%	1,824,249,948	Mar 31, 2024
JENNISON ASSOCIATES LLC	1.27%	1.20%	4,488,343	198,483	4.63%	1,791,252,707	Mar 31, 2024
FRANKLIN RESOURCES INC	1.27%	0.56%	4,457,234	1,455,955	48.51%	1,778,837,514	Mar 31, 2024
EDGEWOOD MANAGEMENT LLC	1.15%	4.34%	4,051,849	-1,079,217	-21.03%	1,617,052,417	Mar 31, 2024
BAILLIE GIFFORD & CO	1.10%	1.20%	3,878,506	-189,528	-4.66%	1,547,872,959	Mar 31, 2024
INVESCO LTD.	1.08%	0.33%	3,801,059	306,943	8.78%	1,516,964,636	Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.04%	0.43%	3,647,371	242,251	7.11%	1,455,631,086	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.94%	0.12%	3,317,489	131,910	4.14%	1,323,976,787,000	Mar 31, 2024
NORTHERN TRUST CORP	0.93%	0.23%	3,266,404	-144,817	-4.25%	1,303,589,173	Mar 31, 2024

Intuitive Surgical's largest institutional shareholder is VANGUARD GROUP INC, holding 8.77% of the company's total share outstanding, currently valued at $12.32B. The top 10 institutional shareholders own together 38.65% 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%	12.81%	18,000	-	-	7,183,620	Mar 31, 2024
CONNECTIVE CAPITAL MANAGEMENT, LLC	0.01%	12.40%	23,237	23,237	100.00%	9,273,654	Mar 31, 2024
BIONDO INVESTMENT ADVISORS, LLC	0.04%	8.23%	133,310	-2,593	-1.91%	53,202,488	Mar 31, 2024
BENDER ROBERT & ASSOCIATES	0.02%	8.21%	87,789	-1,115	-1.25%	35,035,712	Mar 31, 2024
	0.02%	7.95%	57,368	57,368	100.00%	22,894,935	Mar 31, 2024
MARTIN CAPITAL ADVISORS, LLP	0.01%	6.11%	19,526	-150	-0.76%	7,792,631	Mar 31, 2024
PURUS WEALTH MANAGEMENT, LLC	0.01%	5.68%	28,826	26,380	1078.50%	11,504,209	Mar 31, 2024
OXFORD FINANCIAL GROUP LTD	0.06%	5.58%	201,305	-11,138	-5.24%	80,338,812	Mar 31, 2024
SPENCE ASSET MANAGEMENT	0.02%	5.57%	55,105	-3,266	-5.60%	21,991,000	Mar 31, 2024
VERITAS INVESTMENT PARTNERS (UK) LTD.	0.20%	5.44%	694,487	-22,957	-3.20%	277,067,144	Mar 31, 2024
IRON TRIANGLE PARTNERS LP	0.04%	5.08%	124,337	4,337	3.61%	49,621,653	Mar 31, 2024
DEEPWATER ASSET MANAGEMENT, LLC	0.01%	5.02%	33,360	-3,226	-8.82%	13,313,642	Mar 31, 2024
GAGNON SECURITIES LLC	0.01%	4.83%	51,140	-12,169	-19.22%	20,409,467	Mar 31, 2024
NOVA R WEALTH, INC.	0.01%	4.80%	23,029	-927	-3.87%	9,190,597	Mar 31, 2024
MCBROOM & ASSOCIATES, LLC	0.01%	4.79%	18,216	-376	-2.02%	7,269,823	Mar 31, 2024
SANDHILL CAPITAL PARTNERS LLC	0.04%	4.56%	142,719	-14,195	-9.05%	56,957,618	Mar 31, 2024
BOURNE LENT ASSET MANAGEMENT INC	0.01%	4.52%	28,064	-	-	11,200,062	Mar 31, 2024
JAMES HAMBRO & PARTNERS	0.07%	4.47%	239,445	3,628	1.54%	95,507,044	Mar 31, 2024
ATLAS WEALTH PARTNERS, LLC	0.00%	4.42%	2,100	-	-	816,000	Mar 31, 2024
EDGEWOOD MANAGEMENT LLC	1.15%	4.34%	4,051,849	-1,079,217	-21.03%	1,617,052,417	Mar 31, 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 12.81% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	2.57%	0.24%	9,064,367	1,524,721	20.22%	3,617,498,071	Mar 31, 2024
JPMORGAN CHASE & CO	1.91%	0.23%	6,732,307	1,521,709	29.20%	2,686,796,702	Mar 31, 2024
FRANKLIN RESOURCES INC	1.27%	0.56%	4,457,234	1,455,955	48.51%	1,778,837,514	Mar 31, 2024
BLACKROCK INC.	8.61%	0.28%	30,321,651	1,077,758	3.69%	12,101,067,806	Mar 31, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	0.27%	0.08%	938,109	938,109	100.00%	374,389,921	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	0.06%	918,100	918,100	100.00%	366,404,529	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.45%	0.11%	1,584,511	879,221	124.66%	632,362,495	Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.	0.37%	1.21%	1,285,565	678,375	111.72%	513,056,136	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	0.04%	595,100	595,100	100.00%	237,498,459	Mar 31, 2024
VANGUARD GROUP INC	8.77%	0.24%	30,868,620	493,126	1.62%	12,319,357,556	Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.59%	0.29%	2,062,238	444,941	27.51%	823,018,564	Mar 31, 2024
ALYESKA INVESTMENT GROUP, L.P.	0.11%	0.92%	375,973	375,973	100.00%	150,047,065	Mar 31, 2024
INVESCO LTD.	1.08%	0.33%	3,801,059	306,943	8.78%	1,516,964,636	Mar 31, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.25%	0.95%	893,341	302,382	51.17%	356,524,000	Mar 31, 2024
PRUDENTIAL FINANCIAL INC	0.16%	0.32%	574,584	269,290	88.21%	229,310,629	Mar 31, 2024
GQG PARTNERS LLC	0.07%	0.16%	249,376	249,376	100.00%	99,523,328	Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.04%	0.43%	3,647,371	242,251	7.11%	1,455,631,086	Mar 31, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.39%	1.98%	1,366,150	229,618	20.20%	545,216,803	Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.23%	0.34%	807,780	215,444	36.37%	322,376,920	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.03%	0.26%	7,151,034	212,429	3.06%	2,845,926,514	Mar 31, 2024

As of Mar 31 2024, Intuitive Surgical's largest institutional buyer is FMR LLC. The company purchased 1.52M stocks of ISRG, valued at $3.62B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EDGEWOOD MANAGEMENT LLC	1.15%	4.34%	4,051,849	-1,079,217	-21.03%	1,617,052,417	Mar 31, 2024
ALLIANCEBERNSTEIN L.P.	1.88%	0.93%	6,603,732	-695,860	-9.53%	2,635,483,404	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.61%	0.15%	2,139,454	-481,387	-18.37%	853,834,589	Mar 31, 2024
CITADEL ADVISORS LLC	0.42%	0.11%	1,466,018	-465,611	-24.10%	585,073,123	Mar 31, 2024
MARSHALL WACE, LLP	0.19%	0.40%	654,140	-460,411	-41.31%	261,060,733	Mar 31, 2024
TD ASSET MANAGEMENT INC	0.14%	0.19%	502,119	-458,057	-47.71%	200,390,672	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	4.69%	0.81%	16,530,249	-443,017	-2.61%	6,597,058,000	Mar 31, 2024
BROWN ADVISORY INC	0.38%	0.72%	1,355,070	-414,544	-23.43%	540,794,886	Mar 31, 2024
BLACKROCK INC.	-	-	-	-332,500	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	1.81%	0.49%	6,384,837	-321,987	-4.80%	2,548,124,432	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.27%	0.16%	964,478	-259,061	-21.17%	384,913,525	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	0.15%	413,139	-258,345	-38.47%	164,880,000	Mar 31, 2024
AMUNDI	0.78%	0.44%	2,755,429	-227,192	-7.62%	1,029,875,576	Mar 31, 2024
EPOCH INVESTMENT PARTNERS, INC.	0.00%	0.00%	967	-222,601	-99.57%	385,920	Mar 31, 2024
ALPHINITY INVESTMENT MANAGEMENT PTY LTD	0.30%	3.75%	1,059,910	-216,248	-16.95%	422,999,482	Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.	0.03%	0.14%	119,800	-212,900	-63.99%	47,810,982	Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.30%	0.63%	1,040,032	-210,092	-16.81%	291,633,733	Mar 31, 2024
BRIDGEWATER ASSOCIATES, LP	0.06%	0.44%	218,536	-200,499	-47.85%	87,215,532	Mar 31, 2024
AMERIPRISE FINANCIAL INC	0.68%	0.26%	2,377,045	-198,381	-7.70%	948,653,267	Mar 31, 2024
UBS GROUP AG	0.42%	0.15%	1,475,960	-196,103	-11.73%	589,040,876	Mar 31, 2024

As of Mar 31 2024, Intuitive Surgical's biggest institutional seller is EDGEWOOD MANAGEMENT LLC. The company sold -1.08M shares of ISRG, valued at $1.62B.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPITAL RESEARCH GLOBAL INVESTORS	0.27%	0.08%	938,109	938,109	100.00%	374,389,921	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	0.06%	918,100	918,100	100.00%	366,404,529	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	0.04%	595,100	595,100	100.00%	237,498,459	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	0.01%	108,949	108,949	100.00%	43,480,456	Mar 31, 2024
RTW INVESTMENTS, LP	0.03%	0.58%	99,000	99,000	100.00%	39,509,910	Mar 31, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP	0.02%	0.40%	80,190	80,190	100.00%	31,986,255	Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.02%	0.08%	80,000	80,000	100.00%	31,927,200	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.02%	0.07%	79,400	79,400	100.00%	31,687,746	Mar 31, 2024
TWINBEECH CAPITAL LP	0.02%	0.56%	67,764	67,764	100.00%	27,043,935	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.02%	0.04%	65,482	65,482	100.00%	26,133,000	Mar 31, 2024
	0.02%	7.95%	57,368	57,368	100.00%	22,894,935	Mar 31, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD	0.01%	0.28%	42,875	42,875	100.00%	17,154,288	Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	0.01%	0.39%	40,000	40,000	100.00%	15,963,600	Mar 31, 2024
MARK ASSET MANAGEMENT LP	0.01%	1.50%	28,990	28,990	100.00%	11,570,000	Mar 31, 2024
SIMPLICITY WEALTH,LLC	0.01%	0.27%	28,019	28,019	100.00%	11,182,103	Mar 31, 2024
CHIRON INVESTMENT MANAGEMENT, LLC	0.01%	4.31%	24,892	24,892	100.00%	9,934,148	Mar 31, 2024
BARCLAYS PLC	0.01%	0.00%	24,300	24,300	100.00%	9,698,000	Mar 31, 2024
PURA VIDA INVESTMENTS, LLC	0.01%	1.62%	24,050	24,050	100.00%	9,598,115	Mar 31, 2024
CONNECTIVE CAPITAL MANAGEMENT, LLC	0.01%	12.40%	23,237	23,237	100.00%	9,273,654	Mar 31, 2024
CENTRAL BANK & TRUST CO	0.01%	1.28%	22,486	22,486	100.00%	8,973,639	Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.01%	0.19%	20,575	20,575	100.00%	8,211,277	Mar 31, 2024
BNP PARIBAS	0.01%	0.37%	19,894	19,894	100.00%	7,939,798	Mar 31, 2024
HBK INVESTMENTS L P	0.00%	0.03%	17,000	17,000	100.00%	6,784,530	Mar 31, 2024
	0.00%	0.07%	16,183	16,183	100.00%	6,458,473	Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC	0.00%	0.12%	15,409	15,409	100.00%	6,149,578	Mar 31, 2024
NOMURA HOLDINGS INC	0.00%	0.01%	12,400	12,400	100.00%	4,948,716	Mar 31, 2024
RENCH WEALTH MANAGEMENT, INC.	0.00%	1.85%	12,079	12,079	100.00%	4,820,608	Mar 31, 2024
DEUTSCHE BANK AG\	0.00%	0.00%	11,300	11,300	100.00%	4,509,717	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.00%	0.01%	10,400	10,400	100.00%	4,150,536	Mar 31, 2024
DEANE RETIREMENT STRATEGIES, INC.	0.00%	2.03%	10,016	10,016	100.00%	3,996,469	Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.00%	0.03%	8,916	8,916	100.00%	3,289,381	Mar 31, 2024
CARDEROCK CAPITAL MANAGEMENT INC	0.00%	0.94%	8,444	8,444	100.00%	3,369,916	Mar 31, 2024
	0.00%	2.12%	8,325	8,325	100.00%	3,322,424	Mar 31, 2024
BLUECREST CAPITAL MANAGEMENT LTD	0.00%	0.16%	8,300	8,300	100.00%	3,312,447	Mar 31, 2024
ZWEIG-DIMENNA ASSOCIATES LLC	0.00%	0.28%	8,150	8,150	100.00%	3,252,584	Mar 31, 2024
WESTPAC BANKING CORP	0.00%	0.24%	7,853	7,853	100.00%	3,134,054	Mar 31, 2024
SIT INVESTMENT ASSOCIATES INC	0.00%	0.07%	7,269	7,269	100.00%	2,901,000	Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC	0.00%	0.17%	7,247	7,247	100.00%	2,861,628	Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION	0.00%	0.33%	6,826	6,826	100.00%	2,695,383	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.00%	0.05%	6,378	6,378	100.00%	2,545,396	Mar 31, 2024
	0.00%	0.02%	6,252	6,252	100.00%	2,467,864	Mar 31, 2024
SECTORAL ASSET MANAGEMENT INC	0.00%	0.96%	6,100	6,100	100.00%	2,434,449	Mar 31, 2024
J. GOLDMAN & CO LP	0.00%	0.06%	4,866	4,866	100.00%	1,941,972	Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.00%	0.01%	4,165	4,165	100.00%	1,662,210	Mar 31, 2024
CSS LLC/IL	0.00%	0.09%	4,000	4,000	100.00%	1,596,360	Mar 31, 2024
INGALLS & SNYDER LLC	0.00%	0.07%	3,753	3,753	100.00%	1,498,000	Mar 31, 2024
BRYN MAWR TRUST CO	0.00%	0.06%	3,603	3,603	100.00%	1,437,921	Mar 31, 2024
HIGHLAND CAPITAL MANAGEMENT, LLC	0.00%	0.08%	3,466	3,466	100.00%	1,383,246	Mar 31, 2024
PARKWOOD LLC	0.00%	0.12%	3,462	3,462	100.00%	1,382,000	Mar 31, 2024
	0.00%	0.01%	3,303	3,303	100.00%	1,317,897	Mar 31, 2024
	0.00%	0.49%	3,004	3,004	100.00%	1,198,866	Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC	0.00%	0.01%	3,000	3,000	100.00%	1,197,270	Mar 31, 2024
COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.00%	0.65%	2,899	2,899	100.00%	1,156,962	Mar 31, 2024
ALPHAQ ADVISORS LLC	0.00%	0.67%	2,791	2,791	100.00%	1,113,860	Mar 31, 2024
	0.00%	0.88%	2,645	2,645	100.00%	1,055,593	Mar 31, 2024
PRIVIUM FUND MANAGEMENT (UK) LTD	0.00%	0.51%	2,590	2,590	100.00%	1,022,713	Mar 31, 2024
UNITED ADVISOR GROUP, LLC	0.00%	0.37%	2,474	2,474	100.00%	987,349	Mar 31, 2024
NVWM, LLC	0.00%	0.26%	2,400	2,400	100.00%	957,816,000	Mar 31, 2024
ACCUVEST GLOBAL ADVISORS	0.00%	0.42%	2,400	2,400	100.00%	958,000	Mar 31, 2024
SPIDERROCK ADVISORS, LLC	0.00%	0.02%	2,354	2,354	100.00%	924,227	Mar 31, 2024
AMERICAN NATIONAL BANK & TRUST CO /VA/	0.00%	0.22%	2,349	2,349	100.00%	937,434	Mar 31, 2024
	0.00%	0.03%	2,300	2,300	100.00%	917,907	Mar 31, 2024
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.00%	0.64%	2,251	2,251	100.00%	898,352	Mar 31, 2024
S&CO INC	0.00%	0.06%	2,245	2,245	100.00%	895,000	Mar 31, 2024
BTC CAPITAL MANAGEMENT, INC.	0.00%	0.08%	2,234	2,234	100.00%	891,567	Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC	0.00%	0.42%	2,205	2,205	100.00%	879,993	Mar 31, 2024
CM WEALTH ADVISORS LLC	0.00%	0.23%	2,076	2,076	100.00%	806,837	Mar 31, 2024
FRIEDENTHAL FINANCIAL	0.00%	0.51%	2,074	2,074	100.00%	827,713	Mar 31, 2024
K.J. HARRISON & PARTNERS INC	0.00%	0.12%	2,024	2,024	100.00%	807,758	Mar 31, 2024
MEITAV INVESTMENT HOUSE LTD	0.00%	0.02%	2,009	2,009	100.00%	801,772	Mar 31, 2024
VERUS CAPITAL PARTNERS, LLC	0.00%	0.09%	2,000	2,000	100.00%	798,180	Mar 31, 2024
WEXFORD CAPITAL LP	0.00%	0.16%	1,920	1,920	100.00%	766,253	Mar 31, 2024
HSBC HOLDINGS PLC	0.00%	0.00%	1,900	1,900	100.00%	758,271	Mar 31, 2024
JGP WEALTH MANAGEMENT, LLC	0.00%	0.11%	1,866	1,866	100.00%	744,702	Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.	0.00%	0.03%	1,844	1,844	100.00%	687,271	Mar 31, 2024
NIA IMPACT ADVISORS, LLC	0.00%	0.28%	1,770	1,770	100.00%	706,389	Mar 31, 2024
GUARDIAN CAPITAL LP	0.00%	0.02%	1,759	1,759	100.00%	701,999	Mar 31, 2024
	0.00%	0.32%	1,730	1,730	100.00%	690,426	Mar 31, 2024
ALL TERRAIN FINANCIAL ADVISORS, LLC	0.00%	0.27%	1,699	1,699	100.00%	678,054	Mar 31, 2024
TERRA NOVA ASSET MANAGEMENT LLC	0.00%	0.51%	1,611	1,611	100.00%	642,934	Mar 31, 2024
AVIANCE CAPITAL PARTNERS, LLC	0.00%	0.09%	1,533	1,533	100.00%	611,805	Mar 31, 2024
SCIENTECH RESEARCH LLC	0.00%	0.32%	1,504	1,504	100.00%	600,231	Mar 31, 2024
WBH ADVISORY INC	0.00%	0.06%	1,502	1,502	100.00%	599,433	Mar 31, 2024
	0.00%	0.02%	1,500	1,500	100.00%	598,635	Mar 31, 2024
GOOD LIFE ADVISORS, LLC	0.00%	0.05%	1,465	1,465	100.00%	584,668	Mar 31, 2024
MBB PUBLIC MARKETS I LLC	0.00%	0.03%	1,366	1,366	100.00%	545,157	Mar 31, 2024
MISSION CREEK CAPITAL PARTNERS, INC.	0.00%	0.14%	1,330	1,330	100.00%	530,790	Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.00%	0.11%	1,251	1,251	100.00%	499,262	Mar 31, 2024
PARADIGM FINANCIAL PARTNERS, LLC	0.00%	0.10%	1,163	1,163	100.00%	464,142	Mar 31, 2024
UNIQUE WEALTH STRATEGIES, LLC	0.00%	0.23%	1,160	1,160	100.00%	462,943	Mar 31, 2024
	0.00%	0.06%	1,158	1,158	100.00%	441,136	Mar 31, 2024
ALPHACORE CAPITAL LLC	0.00%	0.12%	1,146	1,146	100.00%	457,357	Mar 31, 2024
LEGACY ADVISORS, LLC	0.00%	0.06%	1,140	1,140	100.00%	455,109	Mar 31, 2024
	0.00%	0.07%	1,137	1,137	100.00%	453,765	Mar 31, 2024
MERRIMAN WEALTH MANAGEMENT, LLC	0.00%	0.02%	1,116	1,116	100.00%	445,385	Mar 31, 2024
PARNASSUS INVESTMENTS, LLC	0.00%	0.00%	1,062	1,062	100.00%	423,834	Mar 31, 2024
ADVISORY ALPHA, LLC	0.00%	0.02%	1,038	1,038	100.00%	414,255	Mar 31, 2024
JOURNEY STRATEGIC WEALTH LLC	0.00%	0.02%	1,030	1,030	100.00%	411,063	Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC	0.00%	0.00%	1,000	1,000	100.00%	399,090	Mar 31, 2024
	0.00%	0.35%	966	966	100.00%	385,521	Mar 31, 2024

Intuitive Surgical's largest new institutional shareholder by number of shares is CAPITAL RESEARCH GLOBAL INVESTORS, purchased 938.11K shares, valued at $374.39M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	-	-	-	-332,500	-100.00%	-	Mar 31, 2024
SURGOCAP PARTNERS LP	-	-	-	-166,338	-100.00%	-	Mar 31, 2024
MIG CAPITAL, LLC	-	-	-	-138,724	-100.00%	-	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-138,659	-100.00%	-	Mar 31, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-100,000	-100.00%	-	Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.	-	-	-	-65,000	-100.00%	-	Mar 31, 2024
TENERE CAPITAL LLC	-	-	-	-45,634	-100.00%	-	Mar 31, 2024
PURA VIDA INVESTMENTS, LLC	-	-	-	-35,000	-100.00%	-	Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.	-	-	-	-30,904	-100.00%	-	Mar 31, 2024
CAPTION MANAGEMENT, LLC	-	-	-	-30,000	-100.00%	-	Mar 31, 2024
MERIDIAN WEALTH MANAGEMENT, LLC	-	-	-	-27,582	-100.00%	-	Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP	-	-	-	-24,520	-100.00%	-	Mar 31, 2024
GTS SECURITIES LLC	-	-	-	-20,709	-100.00%	-	Mar 31, 2024
GENUS CAPITAL MANAGEMENT INC.	-	-	-	-17,730	-100.00%	-	Mar 31, 2024
SILVERARC CAPITAL MANAGEMENT, LLC	-	-	-	-15,808	-100.00%	-	Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT	-	-	-	-15,400	-100.00%	-	Mar 31, 2024
ANDRA AP-FONDEN	-	-	-	-15,100	-100.00%	-	Mar 31, 2024
POWER CORP OF CANADA	-	-	-	-12,611	-100.00%	-	Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD	-	-	-	-11,731	-100.00%	-	Mar 31, 2024
UBS OCONNOR LLC	-	-	-	-11,000	-100.00%	-	Mar 31, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	-	-	-	-11,000	-100.00%	-	Mar 31, 2024
GOLDMAN SACHS GROUP INC	-	-	-	-10,000	-100.00%	-	Mar 31, 2024
FJ INVESTMENTS, LLC	-	-	-	-9,100	-100.00%	-	Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-9,038	-100.00%	-	Mar 31, 2024
WINTON GROUP LTD	-	-	-	-7,893	-100.00%	-	Mar 31, 2024
REGAL PARTNERS LTD	-	-	-	-7,693	-100.00%	-	Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-6,400	-100.00%	-	Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-5,575	-100.00%	-	Mar 31, 2024
AXQ CAPITAL, LP	-	-	-	-5,500	-100.00%	-	Mar 31, 2024
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP	-	-	-	-5,267	-100.00%	-	Mar 31, 2024
ATOM INVESTORS LP	-	-	-	-4,832	-100.00%	-	Mar 31, 2024
ONE RIVER ASSET MANAGEMENT, LLC	-	-	-	-4,700	-100.00%	-	Mar 31, 2024
IPG INVESTMENT ADVISORS LLC	-	-	-	-4,065	-100.00%	-	Mar 31, 2024
EDGESTREAM PARTNERS, L.P.	-	-	-	-3,971	-100.00%	-	Mar 31, 2024
EISLER CAPITAL (UK) LTD.	-	-	-	-3,940	-100.00%	-	Mar 31, 2024
HARBERT FUND ADVISORS, INC.	-	-	-	-3,850	-100.00%	-	Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO	-	-	-	-3,800	-100.00%	-	Mar 31, 2024
ISAM FUNDS (UK) LTD	-	-	-	-3,752	-100.00%	-	Mar 31, 2024
1900 WEALTH MANAGEMENT LLC	-	-	-	-3,577	-100.00%	-	Mar 31, 2024
SCIENCAST MANAGEMENT LP	-	-	-	-3,085	-100.00%	-	Mar 31, 2024
ONTARIO TEACHERS PENSION PLAN BOARD	-	-	-	-3,062	-100.00%	-	Mar 31, 2024
CLAL INSURANCE ENTERPRISES HOLDINGS LTD	-	-	-	-3,000	-100.00%	-	Mar 31, 2024
GRANITE BAY WEALTH MANAGEMENT, LLC	-	-	-	-2,583	-100.00%	-	Mar 31, 2024
VIENNA ASSET MANAGEMENT LLC	-	-	-	-2,460	-100.00%	-	Mar 31, 2024
QUANTBOT TECHNOLOGIES LP	-	-	-	-2,166	-100.00%	-	Mar 31, 2024
PAUL DAMON & ASSOCIATES, INC.	-	-	-	-2,096	-100.00%	-	Mar 31, 2024
GROUP ONE TRADING, L.P.	-	-	-	-2,089	-100.00%	-	Mar 31, 2024
MENDEL MONEY MANAGEMENT	-	-	-	-1,996	-100.00%	-	Mar 31, 2024
MAVERICK CAPITAL LTD	-	-	-	-1,959	-100.00%	-	Mar 31, 2024
DIAMETRIC CAPITAL, LP	-	-	-	-1,569	-100.00%	-	Mar 31, 2024
ARETE WEALTH ADVISORS, LLC	-	-	-	-1,475	-100.00%	-	Mar 31, 2024
CONNECTUS WEALTH, LLC	-	-	-	-1,445	-100.00%	-	Mar 31, 2024
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	-	-	-	-1,433	-100.00%	-	Mar 31, 2024
PARTNERS CAPITAL INVESTMENT GROUP, LLP	-	-	-	-1,422	-100.00%	-	Mar 31, 2024
VERSOR INVESTMENTS LP	-	-	-	-1,404	-100.00%	-	Mar 31, 2024
XR SECURITIES LLC	-	-	-	-1,364	-100.00%	-	Mar 31, 2024
MOLONEY SECURITIES ASSET MANAGEMENT, LLC	-	-	-	-1,204	-100.00%	-	Mar 31, 2024
LAIDLAW WEALTH MANAGEMENT LLC	-	-	-	-1,183	-100.00%	-	Mar 31, 2024
BLUECREST CAPITAL MANAGEMENT LTD	-	-	-	-1,109	-100.00%	-	Mar 31, 2024
CUTLER GROUP LLC / CA	-	-	-	-1,100	-100.00%	-	Mar 31, 2024
IVC WEALTH ADVISORS LLC	-	-	-	-987	-100.00%	-	Mar 31, 2024
IFG ADVISORY, LLC	-	-	-	-982	-100.00%	-	Mar 31, 2024
VERITION FUND MANAGEMENT LLC	-	-	-	-900	-100.00%	-	Mar 31, 2024
STEVENS CAPITAL MANAGEMENT LP	-	-	-	-890	-100.00%	-	Mar 31, 2024
COASTLINE TRUST CO	-	-	-	-855	-100.00%	-	Mar 31, 2024
MIRABELLA FINANCIAL SERVICES LLP	-	-	-	-829	-100.00%	-	Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC	-	-	-	-814	-100.00%	-	Mar 31, 2024
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	-	-	-	-764	-100.00%	-	Mar 31, 2024
BUCK WEALTH STRATEGIES, LLC	-	-	-	-730	-100.00%	-	Mar 31, 2024
CAPULA MANAGEMENT LTD	-	-	-	-697	-100.00%	-	Mar 31, 2024
OLD MISSION CAPITAL LLC	-	-	-	-687	-100.00%	-	Mar 31, 2024
EWA, LLC	-	-	-	-670	-100.00%	-	Mar 31, 2024
ALGERT GLOBAL LLC	-	-	-	-668	-100.00%	-	Mar 31, 2024
GLASSMAN WEALTH SERVICES	-	-	-	-660	-100.00%	-	Mar 31, 2024
NEW CENTURY FINANCIAL GROUP, LLC	-	-	-	-646	-100.00%	-	Mar 31, 2024
APEXIUM FINANCIAL, LP	-	-	-	-616	-100.00%	-	Mar 31, 2024
DARWIN WEALTH MANAGEMENT, LLC	-	-	-	-603	-100.00%	-	Mar 31, 2024
MUFG SECURITIES EMEA PLC	-	-	-	-602	-100.00%	-	Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	-	-	-	-600	-100.00%	-	Mar 31, 2024
THOMPSON SIEGEL & WALMSLEY LLC	-	-	-	-360	-100.00%	-	Mar 31, 2024
LM ADVISORS LLC	-	-	-	-300	-100.00%	-	Mar 31, 2024
EDGEROCK CAPITAL LLC	-	-	-	-218	-100.00%	-	Mar 31, 2024
ITAU UNIBANCO HOLDING S.A.	-	-	-	-202	-100.00%	-	Mar 31, 2024
PLANNED SOLUTIONS, INC.	-	-	-	-195	-100.00%	-	Mar 31, 2024
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	-	-	-	-145	-100.00%	-	Mar 31, 2024
RESURGENT FINANCIAL ADVISORS LLC	-	-	-	-142	-100.00%	-	Mar 31, 2024
FIRST COMMAND ADVISORY SERVICES, INC.	-	-	-	-126	-100.00%	-	Mar 31, 2024
WEST TOWER GROUP, LLC	-	-	-	-103	-100.00%	-	Mar 31, 2024
JTC EMPLOYER SOLUTIONS TRUSTEE LTD	-	-	-	-93	-100.00%	-	Mar 31, 2024
O'DELL GROUP, LLC	-	-	-	-90	-100.00%	-	Mar 31, 2024
AMERICAN CAPITAL ADVISORY, LLC	-	-	-	-90	-100.00%	-	Mar 31, 2024
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	-	-	-	-75	-100.00%	-	Mar 31, 2024
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	-	-	-	-75	-100.00%	-	Mar 31, 2024
DAGCO, INC.	-	-	-	-60	-100.00%	-	Mar 31, 2024
MARQUETTE ASSET MANAGEMENT, LLC	-	-	-	-59	-100.00%	-	Mar 31, 2024
FAIRFIELD, BUSH & CO.	-	-	-	-44	-100.00%	-	Mar 31, 2024
BKM WEALTH MANAGEMENT, LLC	-	-	-	-42	-100.00%	-	Mar 31, 2024
LONG ISLAND WEALTH MANAGEMENT, INC.	-	-	-	-29	-100.00%	-	Mar 31, 2024
CLEAR STREET MARKETS LLC	-	-	-	-28	-100.00%	-	Mar 31, 2024
ROBLE, BELKO & COMPANY, INC	-	-	-	-27	-100.00%	-	Mar 31, 2024

Intuitive Surgical's largest sold out institutional shareholder by shares sold is BLACKROCK INC., sold -0.33M 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
PIONEER SERIES TRUST X	0.94%	385,975	-	-	Feb 29, 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
VANGUARD VALLEY FORGE FUNDS	0.50%	244,018	-	-	Dec 31, 2023
Eaton Vance Enhanced Equity Income Fund II	0.43%	38,447	-17,491	-31.27%	Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Opportunities Fund	0.43%	69,017	-	-	Dec 31, 2023
INVESCO QQQ TRUST, SERIES 1	0.42%	6,439,273	432,099	7.19%	Dec 31, 2023
Stock Portfolio	0.41%	24,857	-43	-0.17%	Dec 31, 2023
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
T. Rowe Price Health Sciences Fund, Inc.	0.34%	1,666,429	-4,723	-0.28%	Dec 31, 2023
Tax-Managed Multi-Cap Growth Portfolio	0.32%	8,574	-	-	Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO	0.30%	101,205	-	-	Dec 31, 2023
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
Nuveen Core Equity Alpha Fund	0.23%	5,484	-	-	Dec 31, 2023
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC.	0.23%	91,111	-15,156	-14.26%	Feb 29, 2024
FIDELITY MAGELLAN FUND	0.22%	1,315,296	-	-	Dec 31, 2023
BNY Mellon Large Cap Securities Fund, Inc.	0.22%	90,096	-	-	Mar 31, 2024
T. Rowe Price Blue Chip Growth Fund, Inc.	0.21%	2,415,475	-191,595	-7.35%	Dec 31, 2023
Eaton Vance Risk-Managed Diversified Equity Income Fund	0.18%	23,802	-2,236	-8.59%	Dec 31, 2023
Eaton Vance Enhanced Equity Income Fund	0.17%	29,286	-561	-1.88%	Dec 31, 2023
BNY Mellon Worldwide Growth Fund, Inc.	0.17%	45,320	-480	-1.05%	Jan 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
T. Rowe Price Growth Stock Fund, Inc.	0.16%	2,107,257	342,213	19.39%	Dec 31, 2023
LAUDUS TRUST	0.15%	69,639	-17,438	-20.03%	Dec 31, 2023
BRIDGES INVESTMENT FUND INC	0.15%	4,500	-	-	Dec 31, 2022
COPLEY FUND INC /NV/	0.15%	2,000	-	-	Nov 30, 2022
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
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
PRUDENTIALS GIBRALTAR FUND	0.13%	12,455	-574	-4.41%	Dec 29, 2023
FIDELITY TREND FUND	0.13%	70,968	-	-	Dec 31, 2023
PIONEER SERIES TRUST XI	0.13%	73,007	-	-	Dec 29, 2023
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
T. Rowe Price All-Cap Opportunities Fund, Inc.	0.12%	310,676	215,281	225.67%	Dec 31, 2023
AGF Investments Trust	0.11%	-3,939	-	-	Dec 31, 2023
SPDR S&P 500 ETF TRUST	0.11%	4,368,736	450,186	11.49%	Dec 31, 2023
Index Funds	0.11%	931	241	34.93%	Dec 31, 2023
T. Rowe Price Equity Series, Inc.	0.11%	178,052	6,576	3.83%	Dec 31, 2023
GROWTH FUND OF AMERICA	0.11%	2,606,514	447,482	20.73%	Feb 29, 2024
BlackRock Health Sciences Trust	0.10%	42,340	-20,935	-33.09%	Dec 31, 2023
T. Rowe Price Tax-Efficient Funds, Inc.	0.10%	8,991	-	-	Feb 29, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.	0.09%	141,674	-4,999	-3.41%	Dec 31, 2023
Eaton Vance Tax-Managed Global Diversified Equity Income Fund	0.09%	77,042	-	-	Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.09%	2,566,232	-25,762	-0.99%	Dec 31, 2023
QUAKER INVESTMENT TRUST	0.09%	1,400	100	7.69%	Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO	0.08%	13,842	-177	-1.26%	Dec 31, 2023
SELECT SECTOR SPDR TRUST	0.08%	2,619,372	-151,202	-5.46%	Dec 31, 2023
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
T. Rowe Price Equity Funds, Inc.	0.08%	1,375,516	-30,303	-2.16%	Dec 31, 2023
Transparent Value Trust	0.08%	1,273	-3,346	-72.44%	Dec 31, 2023
NEW PERSPECTIVE FUND	0.08%	2,318,155	-	-	Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS	0.08%	46,387	-1,062	-2.24%	Mar 31, 2024
MARSICO INVESTMENT FUND	0.08%	20,223	-	-	Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV	0.08%	81,701	-11,635	-12.47%	Dec 29, 2023
PIONEER SERIES TRUST XII	0.08%	55,449	-90,261	-61.95%	Feb 29, 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
GraniteShares ETF Trust	0.07%	3,586	2,625	273.15%	Dec 31, 2023
Gateway Trust	0.07%	108,519	-	-	Dec 31, 2023
SIT LARGE CAP GROWTH FUND INC	0.07%	1,425	-	-	Dec 29, 2023
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
MASTER FOCUS GROWTH LLC	0.06%	21,202	-14,728	-40.99%	Nov 30, 2020
Nuveen S&P 500 Dynamic Overwrite Fund	0.06%	3,572	-1,045	-22.63%	Dec 31, 2023
LIBERTY ALL STAR GROWTH FUND INC.	0.06%	7,047	-	-	Dec 31, 2023
DEUTSCHE DWS VARIABLE SERIES I	0.05%	23,269	-415	-1.75%	Dec 31, 2023
VANGUARD INDEX FUNDS	0.05%	23,284,682	467,862	2.05%	Dec 31, 2023
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%	16,697	267	1.63%	Dec 31, 2023
EATON VANCE GROWTH TRUST	0.04%	118,393	-2,712	-2.24%	Feb 29, 2024
HARBOR FUNDS	0.04%	1,023,669	-9,735	-0.94%	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.04%	8,947	-96	-1.06%	Dec 31, 2023
DEUTSCHE DWS SECURITIES TRUST	0.04%	18,759	-	-	Feb 29, 2024
BlackRock Health Sciences Trust II	0.04%	100,308	-36,260	-26.55%	Dec 31, 2023
Natixis ETF Trust II	0.04%	408	-	-	Dec 31, 2023
Total Fund Solution	0.04%	13,034	-	-	Dec 31, 2023
BNY MELLON STOCK INDEX FUND, INC.	0.04%	25,149	-352	-1.38%	Mar 31, 2024
Calvert Responsible Index Series, Inc.	0.03%	55,651	-6,941	-11.09%	Dec 31, 2023
FIDELITY MT VERNON STREET TRUST	0.03%	974,785	-7,008	-0.71%	Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.03%	446,681	4,178	0.94%	Dec 31, 2023
SHELTON FUNDS	0.03%	54,515	13,466	32.80%	Feb 29, 2024
LIBERTY ALL STAR EQUITY FUND	0.03%	25,635	1,371	5.65%	Dec 31, 2023
FIDELITY CONTRAFUND	0.03%	2,160,742	209,323	10.73%	Dec 31, 2023

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 %
31 Mar, 24	1,746	2.77%
31 Dec, 23	1,699	7.40%
30 Sep, 23	1,582	-0.32%
30 Jun, 23	1,587	10.82%
31 Mar, 23	1,432	-2.05%
31 Dec, 22	1,462	9.51%
30 Sep, 22	1,335	-1.18%
30 Jun, 22	1,351	-10.29%
31 Mar, 22	1,506	-3.89%
31 Dec, 21	1,567	11.06%
30 Sep, 21	1,411	4.29%
30 Jun, 21	1,353	5.37%
31 Mar, 21	1,284	0.55%
31 Dec, 20	1,277	8.22%
30 Sep, 20	1,180	8.86%
30 Jun, 20	1,084	3.63%
31 Mar, 20	1,046	-1.13%
31 Dec, 19	1,058	9.87%
30 Sep, 19	963	0.21%
30 Jun, 19	961	-2.83%
31 Mar, 19	989	1.02%
31 Dec, 18	979	5.16%
30 Sep, 18	931	4.14%
30 Jun, 18	894	7.84%
31 Mar, 18	829	5.07%
31 Dec, 17	789	15.69%
30 Sep, 17	682	0.89%
30 Jun, 17	676	6.12%
31 Mar, 17	637	-4.21%
31 Dec, 16	665	3.74%
30 Sep, 16	641	6.48%
30 Jun, 16	602	2.56%
31 Mar, 16	587	7.12%
31 Dec, 15	548	3.01%
30 Sep, 15	532	3.50%
30 Jun, 15	514	-1.91%
31 Mar, 15	524	-2.42%
31 Dec, 14	537	5.29%
30 Sep, 14	510	2.20%
30 Jun, 14	499	-3.29%
31 Mar, 14	516	-1.71%
31 Dec, 13	525	6.71%
30 Sep, 13	492	-7.34%
30 Jun, 13	531	115.85%
31 Mar, 13	246	-3.91%
31 Dec, 12	256	8.02%
30 Sep, 12	237	-4.44%
30 Jun, 12	248	3.33%
31 Mar, 12	240	-
31 Dec, 11	240	34.83%
30 Sep, 11	178	13.38%
30 Jun, 11	157	-2.48%
31 Mar, 11	161	11.81%
31 Dec, 10	144	-4.64%
30 Sep, 10	151	1.34%
30 Jun, 10	149	12.03%
31 Mar, 10	133	9.92%
31 Dec, 09	121	-6.92%
30 Sep, 09	130	11.11%
30 Jun, 09	117	11.43%
31 Mar, 09	105	-13.93%
31 Dec, 08	122	-6.15%
30 Sep, 08	130	3.17%
30 Jun, 08	126	6.78%
31 Mar, 08	118	6.31%
31 Dec, 07	111	27.59%
30 Sep, 07	87	12.99%
30 Jun, 07	77	20.31%
31 Mar, 07	64	-
31 Dec, 06	64	12.28%
30 Sep, 06	57	-
30 Jun, 06	57	-13.64%
31 Mar, 06	66	11.86%
31 Dec, 05	59	11.32%
30 Sep, 05	53	6.00%
30 Jun, 05	50	25.00%
31 Mar, 05	40	53.85%
31 Dec, 04	26	36.84%
30 Sep, 04	19	35.71%
30 Jun, 04	14	-26.32%
31 Mar, 04	19	26.67%
31 Dec, 03	15	36.36%
30 Sep, 03	11	450.00%
30 Jun, 03	2	-

As of 31 Mar 24, 1,746 institutions are holding Intuitive Surgical's shares, representing an increase of 2.77% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	294,807,143	-0.36%
31 Dec, 23	295,882,478	2.04%
30 Sep, 23	289,956,202	-0.40%
30 Jun, 23	291,121,319	0.08%
31 Mar, 23	290,886,943	-0.60%
31 Dec, 22	292,649,066	-0.04%
30 Sep, 22	292,752,866	-0.84%
30 Jun, 22	295,229,011	-1.58%
31 Mar, 22	299,954,302	-0.16%
31 Dec, 21	300,446,327	182.42%
30 Sep, 21	106,382,294	5.70%
30 Jun, 21	100,644,003	0.09%
31 Mar, 21	100,549,258	-1.09%
31 Dec, 20	101,660,737	-0.88%
30 Sep, 20	102,563,999	-0.16%
30 Jun, 20	102,727,088	0.07%
31 Mar, 20	102,658,889	3.00%
31 Dec, 19	99,672,058	-0.05%
30 Sep, 19	99,719,761	-0.06%
30 Jun, 19	99,782,588	-0.06%
31 Mar, 19	99,845,644	2.36%
31 Dec, 18	97,539,643	0.40%
30 Sep, 18	97,152,957	-0.42%
30 Jun, 18	97,560,270	-0.37%
31 Mar, 18	97,925,426	-1.54%
31 Dec, 17	99,457,583	168.21%
30 Sep, 17	37,082,232	4.38%
30 Jun, 17	35,526,110	-1.94%
31 Mar, 17	36,230,252	1.63%
31 Dec, 16	35,649,869	0.19%
30 Sep, 16	35,581,543	-4.67%
30 Jun, 16	37,323,473	-9.31%
31 Mar, 16	41,156,752	18.86%
31 Dec, 15	34,625,077	2.56%
30 Sep, 15	33,760,012	0.13%
30 Jun, 15	33,717,133	0.55%
31 Mar, 15	33,534,013	0.63%
31 Dec, 14	33,322,576	1.96%
30 Sep, 14	32,682,810	-2.68%
30 Jun, 14	33,584,062	-3.01%
31 Mar, 14	34,626,752	-0.75%
31 Dec, 13	34,889,452	3.08%
30 Sep, 13	33,846,628	5.38%
30 Jun, 13	32,117,629	142.29%
31 Mar, 13	13,256,078	14.17%
31 Dec, 12	11,610,527	12.01%
30 Sep, 12	10,365,578	-17.34%
30 Jun, 12	12,539,748	10.67%
31 Mar, 12	11,331,106	-0.59%
31 Dec, 11	11,398,853	12.80%
30 Sep, 11	10,105,400	-7.62%
30 Jun, 11	10,938,895	2.25%
31 Mar, 11	10,697,961	27.21%
31 Dec, 10	8,409,491	1.11%
30 Sep, 10	8,317,021	-13.31%
30 Jun, 10	9,594,266	19.33%
31 Mar, 10	8,039,980	-18.09%
31 Dec, 09	9,815,614	3.80%
30 Sep, 09	9,456,666	2.58%
30 Jun, 09	9,218,954	4.67%
31 Mar, 09	8,807,328	-16.32%
31 Dec, 08	10,524,428	-0.40%
30 Sep, 08	10,566,457	25.02%
30 Jun, 08	8,452,022	-15.31%
31 Mar, 08	9,980,534	12.61%
31 Dec, 07	8,862,958	4.37%
30 Sep, 07	8,491,550	55.98%
30 Jun, 07	5,444,027	-38.85%
31 Mar, 07	8,902,360	65.54%
31 Dec, 06	5,377,701	-36.70%
30 Sep, 06	8,496,153	26.02%
30 Jun, 06	6,742,007	-15.82%
31 Mar, 06	8,009,390	33.04%
31 Dec, 05	6,020,256	-10.44%
30 Sep, 05	6,722,221	11.00%
30 Jun, 05	6,055,921	17.97%
31 Mar, 05	5,133,477	32.65%
31 Dec, 04	3,870,074	16.23%
30 Sep, 04	3,329,531	17.90%
30 Jun, 04	2,824,071	25.62%
31 Mar, 04	2,248,078	-36.34%
31 Dec, 03	3,531,523	115.92%
30 Sep, 03	1,635,577	1770.73%
30 Jun, 03	87,430	-

Intuitive Surgical (ISRG) has 294.81M shares outstanding as of 31 Mar 24, down -0.36% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	83.73%	1.18%
31 Dec, 23	84.25%	1.24%
30 Sep, 23	82.44%	1.19%
30 Jun, 23	83.13%	1.20%
31 Mar, 23	83.06%	1.23%
31 Dec, 22	82.02%	1.21%
30 Sep, 22	82.40%	1.21%
30 Jun, 22	82.44%	1.18%
31 Mar, 22	83.69%	1.18%
31 Dec, 21	84.37%	9.49%
30 Sep, 21	29.82%	3.73%
30 Jun, 21	28.29%	3.51%
31 Mar, 21	28.38%	3.38%
31 Dec, 20	28.96%	3.41%
30 Sep, 20	29.15%	3.39%
30 Jun, 20	29.32%	3.39%
31 Mar, 20	29.40%	3.57%
31 Dec, 19	28.69%	3.46%
30 Sep, 19	28.80%	3.47%
30 Jun, 19	28.82%	3.44%
31 Mar, 19	28.94%	3.62%
31 Dec, 18	28.27%	3.50%
30 Sep, 18	28.41%	3.47%
30 Jun, 18	28.60%	3.42%
31 Mar, 18	28.94%	3.31%
31 Dec, 17	29.55%	24.17%
30 Sep, 17	11.06%	9.71%
30 Jun, 17	10.67%	9.16%
31 Mar, 17	10.79%	10.09%
31 Dec, 16	10.34%	9.91%
30 Sep, 16	10.22%	8.71%
30 Jun, 16	10.83%	7.36%
31 Mar, 16	12.13%	11.28%
31 Dec, 15	10.37%	10.25%
30 Sep, 15	10.06%	9.76%
30 Jun, 15	10.15%	9.85%
31 Mar, 15	10.15%	9.97%
31 Dec, 14	10.09%	9.97%
30 Sep, 14	10.06%	9.84%
30 Jun, 14	10.11%	10.50%
31 Mar, 14	9.81%	9.85%
31 Dec, 13	9.98%	10.52%
30 Sep, 13	9.74%	12.18%
30 Jun, 13	8.94%	66.96%
31 Mar, 13	3.65%	35.14%
31 Dec, 12	3.23%	38.71%
30 Sep, 12	2.89%	23.67%
30 Jun, 12	3.49%	34.37%
31 Mar, 12	3.19%	31.00%
31 Dec, 11	3.21%	38.88%
30 Sep, 11	2.87%	29.87%
30 Jun, 11	3.10%	33.55%
31 Mar, 11	3.04%	53.23%
31 Dec, 10	2.39%	43.44%
30 Sep, 10	2.35%	31.88%
30 Jun, 10	2.71%	51.17%
31 Mar, 10	2.30%	29.14%
31 Dec, 09	2.81%	36.93%
30 Sep, 09	2.76%	37.77%
30 Jun, 09	2.70%	42.67%
31 Mar, 09	2.52%	27.82%
31 Dec, 08	3.01%	33.22%
30 Sep, 08	3.01%	51.29%
30 Jun, 08	2.42%	29.32%
31 Mar, 08	2.87%	42.42%
31 Dec, 07	2.60%	42.30%
30 Sep, 07	2.48%	96.04%
30 Jun, 07	1.61%	22.84%
31 Mar, 07	2.65%	100.27%
31 Dec, 06	1.63%	24.82%
30 Sep, 06	2.56%	61.39%
30 Jun, 06	2.04%	34.13%
31 Mar, 06	2.45%	67.24%
31 Dec, 05	1.91%	42.25%
30 Sep, 05	2.12%	56.80%
30 Jun, 05	1.93%	70.83%
31 Mar, 05	1.65%	106.48%
31 Dec, 04	1.25%	104.13%
30 Sep, 04	1.09%	125.11%
30 Jun, 04	0.94%	166.00%
31 Mar, 04	0.75%	53.99%
31 Dec, 03	1.18%	257.91%
30 Sep, 03	0.68%	24726.20%
30 Jun, 03	0.05%	-

As of 31 Mar 24, Intuitive Surgical is held by 83.73% institutional shareholders, representing a 1.18% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	880	4.76%
31 Dec, 23	840	12.60%
30 Sep, 23	746	0.13%
30 Jun, 23	745	20.36%
31 Mar, 23	619	-9.64%
31 Dec, 22	685	13.04%
30 Sep, 22	606	-6.34%
30 Jun, 22	647	-11.13%
31 Mar, 22	728	-49.34%
31 Dec, 21	1,437	110.40%
30 Sep, 21	683	1.19%
30 Jun, 21	675	7.83%
31 Mar, 21	626	-1.73%
31 Dec, 20	637	10.21%
30 Sep, 20	578	6.64%
30 Jun, 20	542	9.05%
31 Mar, 20	497	-5.51%
31 Dec, 19	526	22.04%
30 Sep, 19	431	-0.69%
30 Jun, 19	434	-3.13%
31 Mar, 19	448	-0.67%
31 Dec, 18	451	9.47%
30 Sep, 18	412	-5.29%
30 Jun, 18	435	23.23%
31 Mar, 18	353	-51.04%
31 Dec, 17	721	161.23%
30 Sep, 17	276	-5.15%
30 Jun, 17	291	18.78%
31 Mar, 17	245	-23.68%
31 Dec, 16	321	11.85%
30 Sep, 16	287	5.13%
30 Jun, 16	273	-2.15%
31 Mar, 16	279	16.74%
31 Dec, 15	239	-1.24%
30 Sep, 15	242	12.04%
30 Jun, 15	216	9.64%
31 Mar, 15	197	-16.17%
31 Dec, 14	235	26.34%
30 Sep, 14	186	-9.27%
30 Jun, 14	205	-5.53%
31 Mar, 14	217	-2.25%
31 Dec, 13	222	-0.45%
30 Sep, 13	223	-42.23%
30 Jun, 13	386	232.76%
31 Mar, 13	116	-10.08%
31 Dec, 12	129	7.50%
30 Sep, 12	120	-5.51%
30 Jun, 12	127	13.39%
31 Mar, 12	112	-15.79%
31 Dec, 11	133	31.68%
30 Sep, 11	101	38.36%
30 Jun, 11	73	-17.98%
31 Mar, 11	89	18.67%
31 Dec, 10	75	-1.32%
30 Sep, 10	76	-12.64%
30 Jun, 10	87	38.10%
31 Mar, 10	63	8.62%
31 Dec, 09	58	-3.33%
30 Sep, 09	60	-9.09%
30 Jun, 09	66	6.45%
31 Mar, 09	62	-17.33%
31 Dec, 08	75	17.19%
30 Sep, 08	64	4.92%
30 Jun, 08	61	-14.08%
31 Mar, 08	71	-
31 Dec, 07	71	51.06%
30 Sep, 07	47	27.03%
30 Jun, 07	37	-13.95%
31 Mar, 07	43	4.88%
31 Dec, 06	41	46.43%
30 Sep, 06	28	-20.00%
30 Jun, 06	35	-10.26%
31 Mar, 06	39	8.33%
31 Dec, 05	36	2.86%
30 Sep, 05	35	25.00%
30 Jun, 05	28	3.70%
31 Mar, 05	27	17.39%
31 Dec, 04	23	130.00%
30 Sep, 04	10	-
30 Jun, 04	10	-33.33%
31 Mar, 04	15	15.38%
31 Dec, 03	13	44.44%
30 Sep, 03	9	350.00%
30 Jun, 03	2	-

880 institutional shareholders have increased their position in ISRG stock as of 31 Mar 24 compared to 840 in the previous quarter (a 4.76% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	568	1.43%
31 Dec, 23	560	11.33%
30 Sep, 23	503	-9.37%
30 Jun, 23	555	7.35%
31 Mar, 23	517	-5.14%
31 Dec, 22	545	14.50%
30 Sep, 22	476	4.62%
30 Jun, 22	455	-12.67%
31 Mar, 22	521	830.36%
31 Dec, 21	56	-87.33%
30 Sep, 21	442	16.62%
30 Jun, 21	379	-2.07%
31 Mar, 21	387	-2.03%
31 Dec, 20	395	8.52%
30 Sep, 20	364	17.04%
30 Jun, 20	311	-12.15%
31 Mar, 20	354	19.19%
31 Dec, 19	297	-4.19%
30 Sep, 19	310	-4.62%
30 Jun, 19	325	-0.31%
31 Mar, 19	326	-
31 Dec, 18	326	5.84%
30 Sep, 18	308	15.79%
30 Jun, 18	266	-3.27%
31 Mar, 18	275	1275.00%
31 Dec, 17	20	-91.30%
30 Sep, 17	230	4.07%
30 Jun, 17	221	-12.30%
31 Mar, 17	252	32.63%
31 Dec, 16	190	-
30 Sep, 16	190	-2.56%
30 Jun, 16	195	12.07%
31 Mar, 16	174	-6.95%
31 Dec, 15	187	16.15%
30 Sep, 15	161	-7.47%
30 Jun, 15	174	-10.77%
31 Mar, 15	195	4.84%
31 Dec, 14	186	-9.71%
30 Sep, 14	206	15.73%
30 Jun, 14	178	-3.26%
31 Mar, 14	184	-5.15%
31 Dec, 13	194	11.49%
30 Sep, 13	174	104.71%
30 Jun, 13	85	-2.30%
31 Mar, 13	87	6.10%
31 Dec, 12	82	5.13%
30 Sep, 12	78	-3.70%
30 Jun, 12	81	-3.57%
31 Mar, 12	84	27.27%
31 Dec, 11	66	40.43%
30 Sep, 11	47	-6.00%
30 Jun, 11	50	8.70%
31 Mar, 11	46	12.20%
31 Dec, 10	41	-4.65%
30 Sep, 10	43	19.44%
30 Jun, 10	36	-20.00%
31 Mar, 10	45	7.14%
31 Dec, 09	42	-4.55%
30 Sep, 09	44	51.72%
30 Jun, 09	29	31.82%
31 Mar, 09	22	-24.14%
31 Dec, 08	29	-29.27%
30 Sep, 08	41	-18.00%
30 Jun, 08	50	51.52%
31 Mar, 08	33	6.45%
31 Dec, 07	31	-
30 Sep, 07	31	29.17%
30 Jun, 07	24	60.00%
31 Mar, 07	15	-21.05%
31 Dec, 06	19	-5.00%
30 Sep, 06	20	11.11%
30 Jun, 06	18	-10.00%
31 Mar, 06	20	25.00%
31 Dec, 05	16	23.08%
30 Sep, 05	13	-13.33%
30 Jun, 05	15	87.50%
31 Mar, 05	8	300.00%
31 Dec, 04	2	-60.00%
30 Sep, 04	5	400.00%
30 Jun, 04	1	-50.00%
31 Mar, 04	2	100.00%
31 Dec, 03	1	-50.00%
30 Sep, 03	2	-
30 Jun, 03	-	-

568 institutional shareholders have reduced their position in ISRG stock as of 31 Mar 24 compared to 560 in the previous quarter (a 1.43% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	1,746	2.77%	294,807,143	-0.36%	83.73%	1.18%	880	4.76%	568	1.43%
31 Dec, 23	1,699	7.40%	295,882,478	2.04%	84.25%	1.24%	840	12.60%	560	11.33%
30 Sep, 23	1,582	-0.32%	289,956,202	-0.40%	82.44%	1.19%	746	0.13%	503	-9.37%
30 Jun, 23	1,587	10.82%	291,121,319	0.08%	83.13%	1.20%	745	20.36%	555	7.35%
31 Mar, 23	1,432	-2.05%	290,886,943	-0.60%	83.06%	1.23%	619	-9.64%	517	-5.14%
31 Dec, 22	1,462	9.51%	292,649,066	-0.04%	82.02%	1.21%	685	13.04%	545	14.50%
30 Sep, 22	1,335	-1.18%	292,752,866	-0.84%	82.40%	1.21%	606	-6.34%	476	4.62%
30 Jun, 22	1,351	-10.29%	295,229,011	-1.58%	82.44%	1.18%	647	-11.13%	455	-12.67%
31 Mar, 22	1,506	-3.89%	299,954,302	-0.16%	83.69%	1.18%	728	-49.34%	521	830.36%
31 Dec, 21	1,567	11.06%	300,446,327	182.42%	84.37%	9.49%	1,437	110.40%	56	-87.33%
30 Sep, 21	1,411	4.29%	106,382,294	5.70%	29.82%	3.73%	683	1.19%	442	16.62%
30 Jun, 21	1,353	5.37%	100,644,003	0.09%	28.29%	3.51%	675	7.83%	379	-2.07%
31 Mar, 21	1,284	0.55%	100,549,258	-1.09%	28.38%	3.38%	626	-1.73%	387	-2.03%
31 Dec, 20	1,277	8.22%	101,660,737	-0.88%	28.96%	3.41%	637	10.21%	395	8.52%
30 Sep, 20	1,180	8.86%	102,563,999	-0.16%	29.15%	3.39%	578	6.64%	364	17.04%
30 Jun, 20	1,084	3.63%	102,727,088	0.07%	29.32%	3.39%	542	9.05%	311	-12.15%
31 Mar, 20	1,046	-1.13%	102,658,889	3.00%	29.40%	3.57%	497	-5.51%	354	19.19%
31 Dec, 19	1,058	9.87%	99,672,058	-0.05%	28.69%	3.46%	526	22.04%	297	-4.19%
30 Sep, 19	963	0.21%	99,719,761	-0.06%	28.80%	3.47%	431	-0.69%	310	-4.62%
30 Jun, 19	961	-2.83%	99,782,588	-0.06%	28.82%	3.44%	434	-3.13%	325	-0.31%
31 Mar, 19	989	1.02%	99,845,644	2.36%	28.94%	3.62%	448	-0.67%	326	-
31 Dec, 18	979	5.16%	97,539,643	0.40%	28.27%	3.50%	451	9.47%	326	5.84%
30 Sep, 18	931	4.14%	97,152,957	-0.42%	28.41%	3.47%	412	-5.29%	308	15.79%
30 Jun, 18	894	7.84%	97,560,270	-0.37%	28.60%	3.42%	435	23.23%	266	-3.27%
31 Mar, 18	829	5.07%	97,925,426	-1.54%	28.94%	3.31%	353	-51.04%	275	1275.00%
31 Dec, 17	789	15.69%	99,457,583	168.21%	29.55%	24.17%	721	161.23%	20	-91.30%
30 Sep, 17	682	0.89%	37,082,232	4.38%	11.06%	9.71%	276	-5.15%	230	4.07%
30 Jun, 17	676	6.12%	35,526,110	-1.94%	10.67%	9.16%	291	18.78%	221	-12.30%
31 Mar, 17	637	-4.21%	36,230,252	1.63%	10.79%	10.09%	245	-23.68%	252	32.63%
31 Dec, 16	665	3.74%	35,649,869	0.19%	10.34%	9.91%	321	11.85%	190	-
30 Sep, 16	641	6.48%	35,581,543	-4.67%	10.22%	8.71%	287	5.13%	190	-2.56%
30 Jun, 16	602	2.56%	37,323,473	-9.31%	10.83%	7.36%	273	-2.15%	195	12.07%
31 Mar, 16	587	7.12%	41,156,752	18.86%	12.13%	11.28%	279	16.74%	174	-6.95%
31 Dec, 15	548	3.01%	34,625,077	2.56%	10.37%	10.25%	239	-1.24%	187	16.15%
30 Sep, 15	532	3.50%	33,760,012	0.13%	10.06%	9.76%	242	12.04%	161	-7.47%
30 Jun, 15	514	-1.91%	33,717,133	0.55%	10.15%	9.85%	216	9.64%	174	-10.77%
31 Mar, 15	524	-2.42%	33,534,013	0.63%	10.15%	9.97%	197	-16.17%	195	4.84%
31 Dec, 14	537	5.29%	33,322,576	1.96%	10.09%	9.97%	235	26.34%	186	-9.71%
30 Sep, 14	510	2.20%	32,682,810	-2.68%	10.06%	9.84%	186	-9.27%	206	15.73%
30 Jun, 14	499	-3.29%	33,584,062	-3.01%	10.11%	10.50%	205	-5.53%	178	-3.26%
31 Mar, 14	516	-1.71%	34,626,752	-0.75%	9.81%	9.85%	217	-2.25%	184	-5.15%
31 Dec, 13	525	6.71%	34,889,452	3.08%	9.98%	10.52%	222	-0.45%	194	11.49%
30 Sep, 13	492	-7.34%	33,846,628	5.38%	9.74%	12.18%	223	-42.23%	174	104.71%
30 Jun, 13	531	115.85%	32,117,629	142.29%	8.94%	66.96%	386	232.76%	85	-2.30%
31 Mar, 13	246	-3.91%	13,256,078	14.17%	3.65%	35.14%	116	-10.08%	87	6.10%
31 Dec, 12	256	8.02%	11,610,527	12.01%	3.23%	38.71%	129	7.50%	82	5.13%
30 Sep, 12	237	-4.44%	10,365,578	-17.34%	2.89%	23.67%	120	-5.51%	78	-3.70%
30 Jun, 12	248	3.33%	12,539,748	10.67%	3.49%	34.37%	127	13.39%	81	-3.57%
31 Mar, 12	240	-	11,331,106	-0.59%	3.19%	31.00%	112	-15.79%	84	27.27%
31 Dec, 11	240	34.83%	11,398,853	12.80%	3.21%	38.88%	133	31.68%	66	40.43%
30 Sep, 11	178	13.38%	10,105,400	-7.62%	2.87%	29.87%	101	38.36%	47	-6.00%
30 Jun, 11	157	-2.48%	10,938,895	2.25%	3.10%	33.55%	73	-17.98%	50	8.70%
31 Mar, 11	161	11.81%	10,697,961	27.21%	3.04%	53.23%	89	18.67%	46	12.20%
31 Dec, 10	144	-4.64%	8,409,491	1.11%	2.39%	43.44%	75	-1.32%	41	-4.65%
30 Sep, 10	151	1.34%	8,317,021	-13.31%	2.35%	31.88%	76	-12.64%	43	19.44%
30 Jun, 10	149	12.03%	9,594,266	19.33%	2.71%	51.17%	87	38.10%	36	-20.00%
31 Mar, 10	133	9.92%	8,039,980	-18.09%	2.30%	29.14%	63	8.62%	45	7.14%
31 Dec, 09	121	-6.92%	9,815,614	3.80%	2.81%	36.93%	58	-3.33%	42	-4.55%
30 Sep, 09	130	11.11%	9,456,666	2.58%	2.76%	37.77%	60	-9.09%	44	51.72%
30 Jun, 09	117	11.43%	9,218,954	4.67%	2.70%	42.67%	66	6.45%	29	31.82%
31 Mar, 09	105	-13.93%	8,807,328	-16.32%	2.52%	27.82%	62	-17.33%	22	-24.14%
31 Dec, 08	122	-6.15%	10,524,428	-0.40%	3.01%	33.22%	75	17.19%	29	-29.27%
30 Sep, 08	130	3.17%	10,566,457	25.02%	3.01%	51.29%	64	4.92%	41	-18.00%
30 Jun, 08	126	6.78%	8,452,022	-15.31%	2.42%	29.32%	61	-14.08%	50	51.52%
31 Mar, 08	118	6.31%	9,980,534	12.61%	2.87%	42.42%	71	-	33	6.45%
31 Dec, 07	111	27.59%	8,862,958	4.37%	2.60%	42.30%	71	51.06%	31	-
30 Sep, 07	87	12.99%	8,491,550	55.98%	2.48%	96.04%	47	27.03%	31	29.17%
30 Jun, 07	77	20.31%	5,444,027	-38.85%	1.61%	22.84%	37	-13.95%	24	60.00%
31 Mar, 07	64	-	8,902,360	65.54%	2.65%	100.27%	43	4.88%	15	-21.05%
31 Dec, 06	64	12.28%	5,377,701	-36.70%	1.63%	24.82%	41	46.43%	19	-5.00%
30 Sep, 06	57	-	8,496,153	26.02%	2.56%	61.39%	28	-20.00%	20	11.11%
30 Jun, 06	57	-13.64%	6,742,007	-15.82%	2.04%	34.13%	35	-10.26%	18	-10.00%
31 Mar, 06	66	11.86%	8,009,390	33.04%	2.45%	67.24%	39	8.33%	20	25.00%
31 Dec, 05	59	11.32%	6,020,256	-10.44%	1.91%	42.25%	36	2.86%	16	23.08%
30 Sep, 05	53	6.00%	6,722,221	11.00%	2.12%	56.80%	35	25.00%	13	-13.33%
30 Jun, 05	50	25.00%	6,055,921	17.97%	1.93%	70.83%	28	3.70%	15	87.50%
31 Mar, 05	40	53.85%	5,133,477	32.65%	1.65%	106.48%	27	17.39%	8	300.00%
31 Dec, 04	26	36.84%	3,870,074	16.23%	1.25%	104.13%	23	130.00%	2	-60.00%
30 Sep, 04	19	35.71%	3,329,531	17.90%	1.09%	125.11%	10	-	5	400.00%
30 Jun, 04	14	-26.32%	2,824,071	25.62%	0.94%	166.00%	10	-33.33%	1	-50.00%
31 Mar, 04	19	26.67%	2,248,078	-36.34%	0.75%	53.99%	15	15.38%	2	100.00%
31 Dec, 03	15	36.36%	3,531,523	115.92%	1.18%	257.91%	13	44.44%	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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$398.28	$69.70K	358
May 17, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	63	$396.19	$24.96K	295
May 17, 2024	Miller Brian Edward	officer	EVP & Chief Digital Officer	S-Sale	Sell	2,553	$400.00	$1.02M	9,619
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$389.16	$68.10K	883
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$380.85	$66.65K	708
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$387.22	$67.76K	533
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	90	$389.16	$35.02K	5,700
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	119	$385.55	$45.88K	5,507
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	194	$389.16	$75.50K	5,506

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$398.28	$69.70K	358
May 17, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	63	$396.19	$24.96K	295
May 17, 2024	Miller Brian Edward	officer	EVP & Chief Digital Officer	S-Sale	Sell	2,553	$400.00	$1.02M	9,619
May 17, 2024	Rosa David J.	officer	President	G-Gift	Sell	2,507	-	-	215,285
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$389.16	$68.10K	883
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$380.85	$66.65K	708
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$387.22	$67.76K	533
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	F-InKind	Sell	167	$386.70	$64.58K	5,700
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	90	$389.16	$35.02K	5,700
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	119	$385.55	$45.88K	5,507
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	194	$389.16	$75.50K	5,506
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	119	$229.39	$27.30K	3,951
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	120	$304.67	$36.56K	3,950
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	90	$179.70	$16.17K	-
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	360	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 17, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$398.28	$69.70K	358
May 17, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	63	$396.19	$24.96K	295
May 17, 2024	Miller Brian Edward	officer	EVP & Chief Digital Officer	S-Sale	Sell	2,553	$400.00	$1.02M	9,619
May 17, 2024	Rosa David J.	officer	President	G-Gift	Sell	2,507	-	-	215,285
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$389.16	$68.10K	883
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$380.85	$66.65K	708
May 15, 2024	Brosius Mark	officer	SVP & Chief Mfg and Supply Cha	S-Sale	Sell	175	$387.22	$67.76K	533
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Buy	360	-	-	5,867
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Buy	90	$179.70	$16.17K	5,790
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	F-InKind	Sell	167	$386.70	$64.58K	5,700
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	90	$389.16	$35.02K	5,700
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Buy	120	$304.67	$36.56K	5,627
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Buy	119	$229.39	$27.30K	5,626
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	119	$385.55	$45.88K	5,507
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	S-Sale	Sell	194	$389.16	$75.50K	5,506
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	119	$229.39	$27.30K	3,951
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	120	$304.67	$36.56K	3,950
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	90	$179.70	$16.17K	-
May 14, 2024	DeSantis Robert	officer	EVP & Chief Strategy & Corp Op	M-Exempt	Sell	360	-	-	-
May 06, 2024	RUBASH MARK J	director	-	M-Exempt	Buy	1,709	$295.92	$505.73K	17,760

The last insider sell of Intuitive Surgical's stock was made by Brosius Mark on May 17 2024, selling 175 shares at $398.28 per share (valued at $69.70K).

Intuitive Surgical Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	36	46	78.26%
Q1 2024	84	184	45.65%
Q4 2023	14	22	63.64%
Q3 2023	18	16	112.50%
Q2 2023	64	83	77.11%
Q1 2023	57	83	68.67%
Q4 2022	8	11	72.73%
Q3 2022	18	13	138.46%
Q2 2022	30	20	150.00%
Q1 2022	60	111	54.05%
Q4 2021	15	26	57.69%
Q3 2021	32	40	80.00%
Q2 2021	46	44	104.55%
Q1 2021	55	80	68.75%
Q4 2020	20	31	64.52%
Q3 2020	25	33	75.76%
Q2 2020	49	41	119.51%
Q1 2020	56	84	66.67%
Q4 2019	29	49	59.18%
Q3 2019	31	35	88.57%

36 total buy trades, and 46 total sell trades (buy/sell ratio of 0.78%) were made by Intuitive Surgical's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	15	-
Q1 2024	-	39	-
Q4 2023	-	8	-
Q3 2023	-	6	-
Q2 2023	-	27	-
Q1 2023	-	8	-
Q4 2022	-	4	-
Q3 2022	-	5	-
Q2 2022	-	2	-
Q1 2022	-	4	-
Q4 2021	-	7	-
Q3 2021	-	15	-
Q2 2021	-	14	-
Q1 2021	-	12	-
Q4 2020	-	10	-
Q3 2020	-	14	-
Q2 2020	-	9	-
Q1 2020	-	16	-
Q4 2019	-	13	-
Q3 2019	-	11	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 15 open market sell trades of Intuitive Surgical's stocks.

Intuitive Surgical Peer Ownership

Ticker	Company
BDX	Becton, Dickinson and Company
RGEN	Repligen Corporation
COO	The Cooper Companies, Inc.
WST	West Pharmaceutical Services, Inc.
EMBC	Embecta Corp.
MMSI	Merit Medical Systems, Inc.
BNGO	Bionano Genomics, Inc.
BAX	Baxter International Inc.
NXGL	NEXGEL, Inc.
ICUI	ICU Medical, Inc.
RMD	ResMed Inc.
HOLX	Hologic, Inc.
LUCY	Innovative Eyewear, Inc.
TFX	Teleflex Incorporated

ISRG Ownership FAQ

Who Owns Intuitive Surgical?

Intuitive Surgical is owned by institutional shareholders (83.73%), insiders (0.53%), and public (15.74%). The largest institutional shareholder of Intuitive Surgical is VANGUARD GROUP INC (8.77% of total shares) and the top mutual fund owner is Investment House Funds (2.58% of total shares).

Who are the major institutional shareholders of Intuitive Surgical?

Intuitive Surgical's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRICE T ROWE ASSOCIATES INC /MD/, STATE STREET CORP, and FMR LLC. The top five shareholders own together 28.95% of the company's share outstanding.

How many Intuitive Surgical shareholders are there?

As of Mar 2024, there are 1,746 institutional shareholders of Intuitive Surgical.

What percentage of Intuitive Surgical is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 30.87M shares of Intuitive Surgical, representing 8.77% of the company's total shares outstanding, valued at $12.32B (as of Mar 2024).

What percentage of Intuitive Surgical is owned by BLACKROCK INC?

As of Mar 2024, BLACKROCK INC holds 30.32M shares of Intuitive Surgical (ISRG), compromising 8.61% of the company, valued at $12.1B.

What percentage of Intuitive Surgical is owned by PRICE T ROWE ASSOCIATES INC /MD/?

PRICE T ROWE ASSOCIATES INC /MD/ is the third largest holder of Intuitive Surgical. The company owns 16.53M of the company's shares outstanding (worth $6.6B).