Intuitive Surgical Inc (ISRG) Ownership

541.82 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Intuitive Surgical Inc (ISRG), owning a total of 31.6 million shares. Combined, the top 27 institutional holders of ISRG own 62.34% of the company with a total of 221.9 million shares.

In the latest ownership report on June 30th 2024, the top 27 institutional holders increased their combined ownership of ISRG by 3.6 million shares. 11 institutions bought 6,214,903 total additional shares and increased their ownership by an average of 7.71%. However 9 institutions sold 2,652,997 total shares and decreased their ownership by an average of 4.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Intuitive Surgical increased by a net total of 3,561,906 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.872%	2.374%	31,601,348	732,728	2024-06-30
BlackRock Inc	8.457%	-0.658%	30,122,254	-199,397	2024-06-30
T. Rowe Price Associates, Inc.	4.448%	-4.167%	15,841,490	-688,759	2024-06-30
State Street Corp	4.166%	-1.934%	14,839,758	-292,657	2024-06-30
Morgan Stanley - Brokerage Accounts	3.203%	8.069%	11,408,238	851,762	2024-06-30
FMR Inc	2.845%	11.782%	10,132,292	1,067,925	2024-06-30
JPMorgan Chase & Co	2.505%	32.527%	8,922,099	2,189,792	2024-06-30
Geode Capital Management, LLC	2.069%	3.055%	7,369,485	218,451	2024-06-30
Capital World Investors	2.064%	0.910%	7,350,545	66,276	2024-06-30
AllianceBernstein L.P.	1.909%	2.962%	6,799,342	195,610	2024-06-30
Bank of New York Mellon Corp	1.593%	-11.140%	5,673,538	-711,299	2024-06-30
Fisher Asset Management, LLC	1.319%	2.738%	4,696,173	125,150	2024-06-30
Franklin Resources Inc	1.267%	1.281%	4,514,314	57,080	2024-06-30
NORGES BANK	1.239%	13.402%	4,414,400	521,709	2024-06-30
Jennison Associates LLC	1.171%	-7.083%	4,170,420	-317,923	2024-06-30
Edgewood Management LLC	1.116%	-1.942%	3,973,166	-78,683	2024-06-30
Baillie Gifford & Co Limited.	1.074%	-1.396%	3,824,364	-54,142	2024-06-30
Amvescap Plc.	1.029%	-3.559%	3,665,787	-135,272	2024-06-30
Bank of America Corp	0.984%	5.680%	3,505,909	188,420	2024-06-30
Nuveen Asset Management, LLC	0.975%	-4.794%	3,472,506	-174,865	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.872%	2.374%	31,601,348	732,728	2024-06-30
BlackRock Inc	8.457%	-0.658%	30,122,254	-199,397	2024-06-30
T. Rowe Price Associates, Inc.	4.448%	-4.167%	15,841,490	-688,759	2024-06-30
State Street Corporation	4.258%	1.147%	15,132,415	171,578	2024-03-31
State Street Corp	4.166%	-1.934%	14,839,758	-292,657	2024-06-30
Morgan Stanley - Brokerage Accounts	3.203%	8.069%	11,408,238	851,762	2024-06-30
FMR Inc	2.845%	11.782%	10,132,292	1,067,925	2024-06-30
JPMorgan Chase & Co	2.505%	32.527%	8,922,099	2,189,792	2024-06-30
Geode Capital Management, LLC	2.069%	3.055%	7,369,485	218,451	2024-06-30
Capital World Investors	2.064%	0.910%	7,350,545	66,276	2024-06-30
AllianceBernstein L.P.	1.909%	2.962%	6,799,342	195,610	2024-06-30
Bank of New York Mellon Corp	1.593%	-11.140%	5,673,538	-711,299	2024-06-30
Goldman Sachs Group Inc	1.478%	134.795%	5,241,682	3,009,232	2023-12-31
Fisher Asset Management, LLC	1.319%	2.738%	4,696,173	125,150	2024-06-30
Franklin Resources Inc	1.267%	1.281%	4,514,314	57,080	2024-06-30
NORGES BANK	1.239%	13.402%	4,414,400	521,709	2024-06-30
Jennison Associates LLC	1.171%	-7.083%	4,170,420	-317,923	2024-06-30
Edgewood Management LLC	1.116%	-1.942%	3,973,166	-78,683	2024-06-30
Baillie Gifford & Co Limited.	1.074%	-1.396%	3,824,364	-54,142	2024-06-30
Amvescap Plc.	1.029%	-3.559%	3,665,787	-135,272	2024-06-30
Bank of America Corp	0.984%	5.680%	3,505,909	188,420	2024-06-30
Nuveen Asset Management, LLC	0.975%	-4.794%	3,472,506	-174,865	2024-06-30
Polen Capital	0.973%	-3.732%	3,438,398	-133,285	2022-06-30
Northern Trust Corp	0.919%	-4.245%	3,266,404	-144,817	2024-03-31
Ameriprise Financial Inc	0.853%	-7.098%	3,003,387	-229,451	2023-06-30
Brown Advisory Holdings Inc	0.825%	-5.832%	2,888,495	-178,901	2022-09-30
American Century Companies Inc	0.733%	-14.506%	2,589,512	-439,360	2022-09-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Intuitive Surgical Inc (ISRG), owning a total of 64 million shares. Combined, the top 35 mutual fund holders of ISRG own 54.99% of the company with a total of 195.3 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of ISRG by 22 thousand shares. 2 funds bought 24,462 total additional shares and increased their ownership by an average of 0.29%. However 2 funds sold 46,496 total shares and decreased their ownership by an average of 0.51%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Intuitive Surgical decreased by a net total of -22,034 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco QQQ Trust	1.932%	-0.463%	6,880,178	-31,976	2024-10-31
SPDR® S&P 500® ETF Trust	1.213%	0.427%	4,320,081	18,372	2024-10-31
iShares Core S&P 500 ETF	1.109%	0.154%	3,949,541	6,090	2024-10-31
The Health Care Select Sector SPDR® ETF	0.731%	-0.555%	2,603,818	-14,520	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	18.019%	0.000%	64,030,583	64,030,583	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.162%	0.282%	11,262,216	31,686	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.082%	0.930%	10,849,162	99,912	2023-03-31
Vanguard Institutional 500 Index Trust	2.609%	0.137%	9,291,078	12,734	2024-09-30
Vanguard 500 Index Investor	2.402%	0.568%	8,439,587	47,689	2023-08-31
Invesco QQQ Trust	1.932%	-0.463%	6,880,178	-31,976	2024-10-31
AF High Growth (AFRIS)	1.370%	0.000%	4,866,590	4,866,590	2024-02-29
Fidelity 500 Index	1.224%	-0.217%	4,360,423	-9,496	2024-09-30
SPDR® S&P 500® ETF Trust	1.213%	0.427%	4,320,081	18,372	2024-10-31
SPDR® S&P 500 ETF Trust	1.185%	0.701%	4,204,671	29,260	2024-05-30
Capital Group Growth Fnd of Amer Comp	1.161%	11.760%	4,135,777	435,192	2024-09-30
American Funds Growth Fund of Amer A	1.161%	11.760%	4,135,777	435,192	2024-09-30
T. Rowe Price US Large-Cap Core Grwth Eq	1.161%	-5.278%	4,101,813	-228,541	2022-09-30
Fidelity® 500 Index	1.163%	0.640%	4,094,272	26,054	2023-11-30
iShares Core S&P 500 ETF	1.109%	0.154%	3,949,541	6,090	2024-10-31
JPMorgan Large Cap Growth I	1.093%	0.000%	3,891,650	0	2024-09-30
Vanguard Growth Index Investor	1.010%	0.150%	3,596,208	5,376	2024-09-30
The Health Care Select Sector SPDR® ETF	0.731%	-0.555%	2,603,818	-14,520	2024-10-31
Health Care Select Sector SPDR® ETF	0.720%	-0.224%	2,553,039	-5,724	2024-05-30
Capital Group New Perspective Comp	0.649%	0.000%	2,312,764	0	2024-09-30
American Funds New Perspective A	0.649%	0.000%	2,312,764	0	2024-09-30
Vanguard Institutional Index I	0.633%	-0.966%	2,255,177	-21,987	2024-09-30
Global Balanced (AFRIS)	0.628%	0.000%	2,232,522	2,232,522	2024-02-29
T. Rowe Price Health Sciences	0.613%	-2.716%	2,167,688	-60,506	2022-09-30
Edgewood Growth Instl	0.592%	-2.239%	2,107,403	-48,268	2024-06-30
T. Rowe Price U.S. Growth Stock SMA	0.595%	729,055.000%	2,107,257	2,106,968	2023-12-31
T. Rowe Price US Growth Stock Composite	0.595%	19.388%	2,107,257	342,213	2023-12-31
T. Rowe Price Growth Stock	0.595%	19.388%	2,107,257	342,213	2023-12-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.579%	-4.481%	2,063,213	-96,786	2024-09-30
T. Rowe Price Blue Chip Growth	0.579%	-1.308%	2,063,213	-27,354	2024-09-30
American Funds IS® Growth 1	0.578%	0.000%	2,058,000	0	2024-09-30
Capital Group Growth Composite	0.578%	0.000%	2,058,000	0	2024-09-30
AB Large Cap Growth A	0.582%	-4.000%	2,048,936	-85,377	2023-11-30
AllianceBernstein US L/C Growth Eqty MF	0.521%	0.531%	1,850,277	9,770	2024-06-28
Fidelity Contrafund	0.515%	2.015%	1,834,626	36,231	2024-09-30