Intuitive Surgical Inc (ISRG) Ownership

372.63 ↓1.54 (-0.41%)

As of April 18, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Intuitive Surgical Inc (ISRG), owning a total of 30.4 million shares. Combined, the top 26 institutional holders of ISRG own 54.52% of the company with a total of 193.1 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of ISRG by 1.6 million shares. 10 institutions bought 5,806,605 total additional shares and increased their ownership by an average of 17.63%. However 10 institutions sold 4,188,040 total shares and decreased their ownership by an average of 5.84%.

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 1,618,565 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	8.570%	1.698%	30,375,494	507,267	2023-12-31
BlackRock Inc	8.251%	-2.636%	29,243,893	-791,649	2023-12-31
T. Rowe Price Associates, Inc.	4.789%	1.633%	16,973,266	272,741	2023-12-31
State Street Corporation	4.221%	2.161%	14,960,837	316,404	2023-12-31
FMR Inc	2.127%	-2.386%	7,539,646	-184,316	2023-12-31
AllianceBernstein L.P.	2.059%	7.883%	7,299,592	533,367	2023-12-31
Capital World Investors	2.034%	-4.604%	7,210,635	-348,023	2023-12-31
Geode Capital Management, LLC	1.958%	2.444%	6,938,605	165,537	2023-12-31
Bank of New York Mellon Corp	1.892%	-3.023%	6,706,824	-209,091	2023-12-31
Goldman Sachs Group Inc	1.479%	134.795%	5,241,682	3,009,232	2023-12-31
JPMorgan Chase & Co	1.470%	-25.700%	5,210,598	-1,802,349	2023-12-31
Morgan Stanley - Brokerage Accounts	1.452%	-3.228%	5,147,165	-171,707	2023-12-31
Edgewood Management LLC	1.448%	7.877%	5,131,066	374,667	2023-12-31
Fisher Asset Management, LLC	1.266%	1.876%	4,488,048	82,652	2023-12-31
Jennison Associates LLC	1.210%	-6.441%	4,289,860	-295,330	2023-12-31
Baillie Gifford & Co Limited.	1.148%	-0.635%	4,068,034	-26,001	2023-12-31
NORGES BANK	1.098%	12.844%	3,892,691	443,058	2023-12-31
Amvescap Plc.	0.986%	-6.836%	3,494,116	-256,374	2023-12-31
Northern Trust Corp	0.962%	-2.937%	3,411,221	-103,200	2023-12-31
Nuveen Asset Management, LLC	0.961%	3.078%	3,405,120	101,680	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.570%	1.698%	30,375,494	507,267	2023-12-31
BlackRock Inc	8.251%	-2.636%	29,243,893	-791,649	2023-12-31
T. Rowe Price Associates, Inc.	4.789%	1.633%	16,973,266	272,741	2023-12-31
State Street Corporation	4.221%	2.161%	14,960,837	316,404	2023-12-31
FMR Inc	2.127%	-2.386%	7,539,646	-184,316	2023-12-31
AllianceBernstein L.P.	2.059%	7.883%	7,299,592	533,367	2023-12-31
Capital World Investors	2.034%	-4.604%	7,210,635	-348,023	2023-12-31
Geode Capital Management, LLC	1.958%	2.444%	6,938,605	165,537	2023-12-31
Bank of New York Mellon Corp	1.892%	-3.023%	6,706,824	-209,091	2023-12-31
Goldman Sachs Group Inc	1.479%	134.795%	5,241,682	3,009,232	2023-12-31
JPMorgan Chase & Co	1.470%	-25.700%	5,210,598	-1,802,349	2023-12-31
Morgan Stanley - Brokerage Accounts	1.452%	-3.228%	5,147,165	-171,707	2023-12-31
Edgewood Management LLC	1.448%	7.877%	5,131,066	374,667	2023-12-31
Fisher Asset Management, LLC	1.266%	1.876%	4,488,048	82,652	2023-12-31
Jennison Associates LLC	1.210%	-6.441%	4,289,860	-295,330	2023-12-31
Baillie Gifford & Co Limited.	1.148%	-0.635%	4,068,034	-26,001	2023-12-31
NORGES BANK	1.098%	12.844%	3,892,691	443,058	2023-12-31
Amvescap Plc.	0.986%	-6.836%	3,494,116	-256,374	2023-12-31
Polen Capital	0.973%	-3.732%	3,438,398	-133,285	2022-06-30
Northern Trust Corp	0.962%	-2.937%	3,411,221	-103,200	2023-12-31
Nuveen Asset Management, LLC	0.961%	3.078%	3,405,120	101,680	2023-12-31
Bank of America Corp	0.884%	9.666%	3,114,866	274,542	2023-09-30
Franklin Resources Inc	0.869%	-0.039%	3,063,102	-1,195	2023-09-30
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 32 mutual fund holders of ISRG own 51.07% of the company with a total of 180.8 million shares.

In the latest ownership report on March 28th 2024, the top 32 fund holders increased their combined ownership of ISRG by 56 thousand shares. 3 funds bought 59,884 total additional shares and increased their ownership by an average of 0.48%. However 1 funds sold 4,284 total shares and decreased their ownership by an average of 0.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Intuitive Surgical increased by a net total of 55,600 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	1.863%	0.120%	6,604,272	7,924	2024-03-28
SPDR® S&P 500 ETF Trust	1.207%	0.590%	4,277,403	25,080	2024-03-28
iShares Core S&P 500 ETF	1.031%	0.741%	3,652,481	26,880	2024-03-28
Health Care Select Sector SPDR® ETF	0.750%	-0.161%	2,656,837	-4,284	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	18.065%	0.000%	64,030,583	64,030,583	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.117%	-0.217%	11,048,542	-24,029	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.082%	0.930%	10,849,162	99,912	2023-03-31
Vanguard Institutional 500 Index Trust	2.480%	1.021%	8,790,631	88,806	2024-02-29
Vanguard 500 Index Investor	2.402%	0.568%	8,439,587	47,689	2023-08-31
Invesco QQQ Trust	1.863%	0.120%	6,604,272	7,924	2024-03-28
AF High Growth (AFRIS)	1.373%	0.000%	4,866,590	4,866,590	2024-02-29
SPDR® S&P 500 ETF Trust	1.207%	0.590%	4,277,403	25,080	2024-03-28
Fidelity 500 Index	1.191%	1.017%	4,222,556	42,489	2024-02-29
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	1.031%	0.741%	3,652,481	26,880	2024-03-28
Vanguard Growth Index Investor	0.923%	0.866%	3,272,507	28,107	2024-02-29
Health Care Select Sector SPDR® ETF	0.750%	-0.161%	2,656,837	-4,284	2024-03-28
Edgewood Growth Instl	0.745%	8.624%	2,641,820	209,752	2023-12-31
T. Rowe Price Blue Chip Growth	0.682%	-7.349%	2,415,475	-191,595	2023-12-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.682%	-7.349%	2,415,475	-191,595	2023-12-31
Vanguard Institutional Index I	0.654%	-0.396%	2,319,320	-9,228	2024-02-29
American Funds New Perspective A	0.654%	0.000%	2,318,155	0	2023-12-31
Capital Group New Perspective Comp	0.654%	0.000%	2,318,155	0	2023-12-31
Global Balanced (AFRIS)	0.630%	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
Capital Group Growth Fnd of Amer Comp	0.609%	0.000%	2,159,032	0	2023-12-31
American Funds Growth Fund of Amer A	0.609%	0.000%	2,159,032	0	2023-12-31
AllianceBernstein US L/C Growth Eqty MF	0.597%	-1.564%	2,116,253	-33,627	2023-12-29
T. Rowe Price Growth Stock	0.595%	19.388%	2,107,257	342,213	2023-12-31
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
JPMorgan Large Cap Growth I	0.599%	0.000%	2,104,720	0	2023-07-31
American Funds IS® Growth 1	0.585%	0.000%	2,058,000	0	2023-09-30
Capital Group Growth Composite	0.581%	0.000%	2,058,000	0	2023-12-31
AB Large Cap Growth A	0.582%	-4.000%	2,048,936	-85,377	2023-11-30