ISRG Intuitive Surgical, Inc.
Intuitive Surgical, Inc. (ISRG) Institutional Ownership
What the institutions did with ISRG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Defender Capital, LLC. | 16.6K | 24.0% |
| Eastover Investment Advisors LLC | 15.3K | 22.1% |
| TOMPKINS FINANCIAL CORP | 13.9K | 20.1% |
| NEVILLE RODIE & SHAW INC | 5.4K | 7.8% |
| Central Pacific Bank - Trust Division | 4.9K | 7.1% |
| DOLIVER ADVISORS, LP | 2.5K | 3.7% |
| CX Institutional | 2.1K | 3.0% |
| PARK NATIONAL CORP /OH/ | 1.6K | 2.3% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1.3K | 1.9% |
| Versant Capital Management, Inc | 1.2K | 1.8% |
| EASTERN BANK | 1.2K | 1.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.1K | 1.5% |
| MassMutual Private Wealth & Trust, FSB | 966 | 1.4% |
| Rosenberg Matthew Hamilton | 510 | 0.7% |
| Hickory Point Bank & Trust | 190 | 0.3% |
| GoalVest Advisory LLC | 134 | 0.2% |
| Olistico Wealth, LLC | 99 | 0.1% |
| Roxbury Financial LLC | 55 | 0.1% |
| Coastline Trust Co | 30 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 24 | 0.0% |
| Planning Strategies Inc. | 17 | 0.0% |
| Noble Wealth Management PBC | 9 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Defender Capital, LLC. | Increased | 9.5K | 16.6K | +7.2K |
| EASTERN BANK | Reduced | 3.6K | 1.2K | -2.4K |
| NEVILLE RODIE & SHAW INC | Reduced | 6.3K | 5.4K | -890 |
| TOMPKINS FINANCIAL CORP | Reduced | 14.6K | 13.9K | -751 |
| Versant Capital Management, Inc | Increased | 740 | 1.2K | +490 |
| Eastover Investment Advisors LLC | Increased | 15.1K | 15.3K | +188 |
| DOLIVER ADVISORS, LP | Reduced | 2.7K | 2.5K | -156 |
| Central Pacific Bank - Trust Division | Reduced | 5.0K | 4.9K | -122 |
| CX Institutional | Increased | 2.0K | 2.1K | +98 |
| MassMutual Private Wealth & Trust, FSB | Increased | 872 | 966 | +94 |
| Rosenberg Matthew Hamilton | Increased | 450 | 510 | +60 |
| GoalVest Advisory LLC | Increased | 113 | 134 | +21 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 1.3K | 1.3K | -11 |
| Planning Strategies Inc. | Increased | 7 | 17 | +10 |
| PARK NATIONAL CORP /OH/ | Reduced | 1.6K | 1.6K | -9 |
| Noble Wealth Management PBC | Reduced | 15 | 9 | -6 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 1.0K | 1.1K | +5 |
| Hickory Point Bank & Trust | Reduced | 191 | 190 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.