ISRG · Company research
Intuitive Surgical Inc. (ISRG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13897 | 5650937000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1612 | 655488000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 8946 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1654 | 672566 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 8946 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| CADEN CAPITAL PARTNERS, LP | 1893767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545 | 216736 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 616 | 244971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6900 | 2743992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vann Equity Management LLC | 2018412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2175 | 864911 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Defiance ETFs, LLC | 1732541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1428 | 574599 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 810 | 322546 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16600 | 6599911 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8913 | 3544522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Adalta Capital Management LLC | 1698926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375 | 149130 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 543 | 215940 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1014802 | 403566459 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349306 | 138914514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69534 | 27652281 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Causey Wealth LLC | 2132639 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 946 | 376205 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Alhambra Investment Management LLC | 1802696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4500 | 1789560 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Imprint Wealth LLC | 1972653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1193 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 895 | 355924 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 2784 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sava Infond d.o.o. | 2055882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7700 | 3062136 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Krane Funds Advisors LLC | 1536592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4344 | 1727522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 940 | 373819 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1265 | 503065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7517 | 2989361 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TOMPKINS FINANCIAL CORP | 1005817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14648 | 5825217 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BRISTOL JOHN W & CO INC /NY/ | 276101 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 382089 | 151949154 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Stonebrook Private Inc. | 2008738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 526 | 209180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHS Financial, LLC | 1766514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1098 | 436653 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117043 | 41046984 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| RFG Advisory, LLC | 1633387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7345 | 2920960 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Itau Unibanco Holding S.A. | 1132597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 44142 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUERRA PAN ADVISORS, LLC | 1910386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2121 | 843479 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Granite FO LLC | 2034090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1591 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 618 | 245766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HBK INVESTMENTS L P | 1011443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2800 | 1113504 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 745189 | 296346762 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18216 | 7244139 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Robinswood Financial LLC | 2139748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 14316 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 866 | 344391 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Congress Park Capital LLC | 1730945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1078 | 428832 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| WOODSTOCK CORP | 1008877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81140 | 32267755 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GRANDFIELD & DODD, LLC | 1308016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3446 | 1370405 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SECTORAL ASSET MANAGEMENT INC | 1274413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5850 | 2326428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1237 | 491930 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 2386 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1193 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5698 | 2265981 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 327683 | 130312975 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Evercore Wealth Management, LLC | 1482689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 907 | 360696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Purus Wealth Management, LLC | 1844250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21900 | 8709192 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Iyo Bank, Ltd. | 1890435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3720 | 1479370 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135 | 53687 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOTH FINANCIAL ADVISORY CORP | 866780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 390 | 155096 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CSM Advisors, LLC | 1863523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13958 | 5552 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Olistico Wealth, LLC | 1962695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99 | 39370 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 852873 | 339170535 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654 | 260082 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36631 | 14567416 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20167 | 8020013 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151 | 60759 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4041 | 1607025 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Blom & Howell Financial Planning, Inc. | 2136102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 679 | 270025 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Falcon Wealth Planning | 1839850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5560 | 2211101 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| J HAGAN CAPITAL, INC. | 2059107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612 | 243380 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GILDER GAGNON HOWE & CO LLC | 902464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 406268 | 161564789 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEEDS INVESTOR LLC | 2021047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 619 | 246164 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225 | 89478 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Midwest Trust Co | 2077080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40339 | 16042014 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2411 | 958806 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2050 | 815244 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DECISION INVESTMENTS, INC | 2111652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1836 | 730140 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 594 | 236222 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 9372 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 579255 | 230358130 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385856 | 153447213 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| New Hampshire Trust | 1961742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 696 | 276785 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.