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

Institutional Holders (2014Q3)
Portfolio Summary: 23 Institutional holders with a total value of $140,909,771.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 111,202 51,355,000 36.45%
2 CITY NATIONAL BANK 75,684 34,952,000 24.80%
3 J.P. Morgan Private Wealth Advisors LLC 32,624 15,066,000 10.69%
4 PREMIER ASSET MANAGEMENT LLC 28,400 13,115,000 9.31%
5 Palo Alto Investors LP 23,250 10,737,000 7.62%
6 UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,312 3,839,000 2.72%
7 RiverPark Advisors, LLC 6,525 3,013,000 2.14%
8 World Asset Management Inc 5,025 2,321,000 1.65%
9 Constellation Wealth Advisors, LLC 3,265 1,508,000 1.07%
10 Ameritas Investment Partners, Inc. 1,636 756,000 0.54%
11 Veritable, L.P. 1,496 691,000 0.49%
12 PINNACLE ASSOCIATES LTD 1,255 580,000 0.41%
13 Geneva Advisors, LLC 1,204 556,000 0.39%
14 PARADIGM CAPITAL MANAGEMENT INC/NY 1,000 462,000 0.33%
15 HOLLENCREST CAPITAL MANAGEMENT 833 385,000 0.27%
16 MCRAE CAPITAL MANAGEMENT INC 828 382,000 0.27%
17 NORTH AMERICAN MANAGEMENT CORP 825 381,000 0.27%
18 Sand Hill Global Advisors, LLC 650 300,000 0.21%
19 SFE Investment Counsel 550 254,000 0.18%
20 Douglass Winthrop Advisors, LLC 450 208,000 0.15%
21 PATHSTONE FAMILY OFFICE, LLC 50 23,000 0.02%
22 QCI ASSET MANAGEMENT INC/NY 50 23,000 0.02%
23 First City Capital Management, Inc. 6 2,771 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.