Intuitive Surgical Ownership | Who Owns Intuitive Surgical?
Intuitive Surgical Ownership Summary
Intuitive Surgical is owned by 85.85% institutional investors, 0.52% insiders, and 13.63% retail investors. Vanguard group is the largest institutional shareholder, holding 8.94% of ISRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Intuitive Surgical shares.
ISRG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Intuitive Surgical | 85.85% | 0.52% | 13.63% |
Sector | Healthcare Stocks | 47.06% | 8.01% | 44.93% |
Industry | Medical Instruments & Supplies Stocks | 56.00% | 10.80% | 33.21% |
Idea | Artificial Intelligence Stocks List | 63.62% | 5.10% | 31.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 31.60M | 8.94% | $14.06B |
Blackrock | 30.12M | 8.52% | $13.40B |
Price t rowe associates inc /md/ | 15.84M | 4.48% | $7.05B |
State street | 14.84M | 4.20% | $6.60B |
Fmr | 10.13M | 2.87% | $4.51B |
Jpmorgan chase | 8.92M | 2.52% | $3.97B |
Geode capital management | 7.37M | 2.08% | $3.27B |
Capital world investors | 7.35M | 2.08% | $3.27B |
Alliancebernstein | 6.80M | 1.92% | $3.02B |
Morgan stanley | 5.70M | 1.61% | $2.54B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Deuterium capital management | 18.00K | 13.50% | $8.01M |
Rockport wealth | 61.47K | 11.54% | $27.35M |
Biondo investment advisors | 133.37K | 8.78% | $59.33M |
Martin capital advisors, llp | 19.41K | 6.48% | $8.64M |
Oxford financial group | 213.40K | 6.26% | $94.93M |
Spence asset management | 32.37K | 6.09% | $24.53M |
Veritas investment partners (uk) | 719.91K | 6.02% | $320.29M |
Unio capital | 31.07K | 5.81% | $13.82M |
Connective capital management | 7.20K | 5.75% | $3.20M |
Purus wealth management | 28.20K | 5.54% | $12.54M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 4.41M | 0.29% | 4.41M |
Jpmorgan chase | 8.92M | 0.33% | 2.19M |
Wellington management group llp | 3.06M | 0.24% | 1.48M |
Capital research global investors | 2.25M | 0.22% | 1.31M |
Fmr | 10.13M | 0.29% | 1.07M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global investments | 176.99K | 0.39% | -863.04K |
Bank of new york mellon | 5.67M | 0.48% | -711.30K |
Price t rowe associates inc /md/ | 15.84M | 0.84% | -688.76K |
Marshall wace, llp | 73.93K | 0.04% | -580.21K |
Wcm investment management | 1.22M | 1.29% | -493.03K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 4.41M | 0.29% | 4.41M | $1.96B |
Mirae asset global etfs | 873.65K | 0.92% | 873.65K | $388.65M |
Manning & napier advisors | 205.61K | 1.03% | 205.61K | $91.47M |
Corebridge financial | 113.48K | 0.28% | 113.48K | $50.48M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 67.48K | 0.34% | 67.48K | $30.02M |
Sold Out
Holder | Change |
---|---|
Tctc | -3.00 |
Financial gravity asset management | -3.00 |
Granite fo | -4.00 |
Ruedi wealth management | -5.00 |
Financial synergies wealth advisors | -6.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 1,832 | 2.40% | 303,475,145 | 2.79% | 85 | 1.23% | 935 | 3.54% | 567 | -2.74% |
Mar 31, 2024 | 1,789 | 3.89% | 295,227,363 | -0.30% | 83 | 1.17% | 903 | 6.36% | 583 | 3.00% |
Dec 31, 2023 | 1,722 | 7.63% | 296,127,475 | 2.05% | 84 | 1.24% | 849 | 13.20% | 566 | 10.33% |
Sep 30, 2023 | 1,600 | -0.37% | 290,174,594 | -1.63% | 82 | 1.17% | 750 | -0.66% | 513 | -8.23% |
Jun 30, 2023 | 1,606 | 10.68% | 294,979,449 | 1.02% | 84 | 1.21% | 755 | 19.09% | 559 | 7.92% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 11.22M | 3.15% | -39.75K |
Vanguard Institutional 500 Index Trust | 9.40M | 2.64% | 110.37K |
Invesco QQQ Trust | 6.88M | 1.93% | -31.98K |
Fidelity 500 Index | 4.36M | 1.22% | -9.50K |
SPDR® S&P 500® ETF Trust | 4.30M | 1.21% | -2.74K |
American Funds Growth Fund of Amer A | 4.14M | 1.17% | 435.19K |
Capital Group Growth Fnd of Amer Comp | 4.14M | 1.17% | 435.19K |
iShares Core S&P 500 ETF | 3.95M | 1.11% | 6.09K |
JPMorgan Large Cap Growth I | 3.89M | 1.09% | - |
Vanguard Growth Index Investor | 3.62M | 1.02% | 22.45K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 12, 2024 | Curet Myriam | EVP & Chief Medical Officer | Sell | $2.15M |
Nov 08, 2024 | Samath Jamie | See Remarks | Sell | $12.02M |
Nov 11, 2024 | Samath Jamie | See Remarks | Sell | $145.23K |
Nov 11, 2024 | DeSantis Robert | EVP & Chief Strategy & Corp Op | Sell | $64.25K |
Oct 30, 2024 | GUTHART GARY S | CEO | Sell | $1.90M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 17 |
2024 Q3 | - | 21 |
2024 Q2 | - | 21 |
2024 Q1 | - | 39 |
2023 Q4 | - | 8 |
ISRG Ownership FAQ
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