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Intuitive Surgical Inc
Intuitive Surgical Inc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 21 Institutional holders with a total value of $121,051,498.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 114,845 47,293,000 39.07%
2 CITY NATIONAL BANK 71,241 29,337,000 24.24%
3 J.P. Morgan Private Wealth Advisors LLC 34,031 14,014,000 11.58%
4 PREMIER ASSET MANAGEMENT LLC 28,230 11,625,000 9.60%
5 Palo Alto Investors LP 18,400 7,577,000 6.26%
6 PITCAIRN CO 7,656 3,153,000 2.60%
7 World Asset Management Inc 5,077 2,091,000 1.73%
8 Veritable, L.P. 3,239 1,334,000 1.10%
9 Constellation Wealth Advisors, LLC 3,226 1,328,000 1.10%
10 Ameritas Investment Partners, Inc. 1,501 618,000 0.51%
11 PINNACLE ASSOCIATES LTD 1,110 457,000 0.38%
12 PARADIGM CAPITAL MANAGEMENT INC/NY 1,000 412,000 0.34%
13 MCRAE CAPITAL MANAGEMENT INC 828 341,000 0.28%
14 NORTH AMERICAN MANAGEMENT CORP 825 340,000 0.28%
15 HOLLENCREST CAPITAL MANAGEMENT 756 312,000 0.26%
16 Sand Hill Global Advisors, LLC 650 268,000 0.22%
17 GRANDFIELD & DODD, LLC 581 239,000 0.20%
18 SFE Investment Counsel 550 226,000 0.19%
19 Clarkston Capital Partners, LLC 150 61,770 0.05%
20 QCI ASSET MANAGEMENT INC/NY 50 21,000 0.02%
21 First City Capital Management, Inc. 56 3,728 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.