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Intuitive Surgical Inc
/ Institutional moves
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Back to Intuitive Surgical Inc
IS
Intuitive Surgical Inc
Institutional position changes, all quarters
560 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Trimmed
BlackRock, Inc.
Jun 30, 2026
-491,505
-1.6%
30,024,648
$195.46M
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+361,449
+2.3%
16,063,040
$143.74M
high
Added
Temasek Holdings (Private) Limited
Jun 30, 2026
+203,558
+90%
430,769
$80.95M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+149,090
+17%
1,029,421
$59.29M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-85,680
-100%
0
$48.53M
medium
Trimmed
DEUTSCHE BANK AG
Jun 30, 2026
-84,819
-5.6%
1,437,372
$33.73M
medium
Added
Cornerstone Advisors, LLC
Jun 30, 2026
+21,385
+80%
48,185
$8.50M
medium
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+20,173
+12%
187,721
$8.02M
medium
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+15,478
+32%
63,451
$6.16M
medium
Trimmed
Fiera Capital Corp
Jun 30, 2026
-14,093
-11%
110,955
$5.60M
medium
Exited
WINTON GROUP Ltd
Jun 30, 2026
-9,729
-100%
0
$5.51M
medium
Added
Quadrature Capital Ltd
Jun 30, 2026
+11,098
+73%
26,280
$4.41M
low
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+8,926
+5.6%
169,603
$3.55M
low
Trimmed
Lido Advisors, LLC
Jun 30, 2026
-8,156
-13%
56,811
$3.24M
low
Trimmed
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
-7,558
-45%
9,077
$3.01M
low
Trimmed
LPL Financial LLC
Jun 30, 2026
-5,979
-1.3%
449,091
$2.38M
low
Trimmed
Arizona State Retirement System
Jun 30, 2026
-3,315
-3.3%
98,553
$1.32M
low
Trimmed
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
-3,230
-27%
8,768
$1.28M
low
Trimmed
GF FUND MANAGEMENT CO. LTD.
Jun 30, 2026
-3,148
-3.7%
81,429
$1.25M
low
Trimmed
Wealthfront Advisers LLC
Jun 30, 2026
-2,552
-5.5%
43,704
$1.01M
low
Added
Univest Financial Corp
Jun 30, 2026
+2,111
+23%
11,291
$839.5K
low
Trimmed
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
-1,937
-61%
1,236
$786.4K
low
Trimmed
Dakota Wealth Management
Jun 30, 2026
-1,872
-30%
4,331
$744.5K
low
Trimmed
OneDigital Investment Advisors LLC
Jun 30, 2026
-1,755
-32%
3,656
$698.0K
low
Added
Victory Capital Management, Inc.
Jun 30, 2026
+1,439
+0.1%
1,300,881
$572.3K
low
Exited
May Hill Capital, LLC
Jun 30, 2026
-658
-100%
0
$372.7K
low
New
BTGP Boreas Fund LP - Series A
Jun 30, 2026
+866
New
866
$344.4K
low
Exited
BLALOCK WILLIAMS, LLC
Jun 30, 2026
-588
-100%
0
$332.7K
low
New
FORTRESS PRIVATE LEDGER, LLC
Jun 30, 2026
+789
New
789
$313.8K
low
Trimmed
Sigma Planning Corp
Jun 30, 2026
-765
-8.8%
7,940
$304.2K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+737
+24%
3,778
$293.1K
low
New
TABLEAUX LLC
Jun 30, 2026
+697
New
697
$277.2K
low
Exited
Timothy G. Youngquist 2020 Irrevocable Trust
Jun 30, 2026
-527
-100%
0
$242.9K
low
Exited
LUTS & GREENLEIGH GROUP, INC.
Jun 30, 2026
-425
-100%
0
$240.7K
low
Exited
Focused Wealth Management, Inc
Jun 30, 2026
-418
-100%
0
$236.7K
low
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-582
-34%
1,107
$231.4K
low
Exited
Texas Capital Bank Wealth Management Services Inc
Jun 30, 2026
-404
-100%
0
$228.8K
low
Exited
NOVARE CAPITAL MANAGEMENT LLC
Jun 30, 2026
-492
-100%
0
$226.8K
low
Exited
Redwood Financial Network Corp
Jun 30, 2026
-366
-100%
0
$207.3K
low
Trimmed
Pinnacle Wealth Planning Services, Inc.
Jun 30, 2026
-468
-18%
2,153
$186.1K
low
Trimmed
TRUST CO OF VERMONT
Jun 30, 2026
-464
-9.9%
4,224
$184.5K
low
Trimmed
PERSONAL CFO SOLUTIONS, LLC
Jun 30, 2026
-464
-20%
1,857
$184.5K
low
Trimmed
COMPASS CAPITAL MANAGEMENT, INC
Jun 30, 2026
-461
-2.3%
19,521
$183.3K
low
Added
EVEXIA WEALTH LLC
Jun 30, 2026
+438
+96%
892
$164.4K
low
New
Alpine Bank Wealth Management
Jun 30, 2026
+392
New
392
$155.9K
low
Trimmed
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Jun 30, 2026
-359
-5.6%
6,049
$142.8K
low
Trimmed
CONWAY CAPITAL MANAGEMENT, INC.
Jun 30, 2026
-354
-7.4%
4,442
$140.8K
low
Trimmed
Meeder Advisory Services, Inc.
Jun 30, 2026
-341
-4.0%
8,120
$135.6K
low
Trimmed
Quent Capital, LLC
Jun 30, 2026
-327
-22%
1,178
$130.0K
low
Trimmed
AMG National Trust Bank
Jun 30, 2026
-289
-13%
1,969
$114.9K
low
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