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

Institutional Holders (2014Q4)
Portfolio Summary: 22 Institutional holders with a total value of $167,679,174.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 107,071 56,634,000 33.78%
2 CITY NATIONAL BANK 80,872 42,776,000 25.51%
3 J.P. Morgan Private Wealth Advisors LLC 32,502 17,192,000 10.25%
4 PREMIER ASSET MANAGEMENT LLC 28,450 15,048,000 8.97%
5 Palo Alto Investors LP 26,050 13,779,000 8.22%
6 UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,509 7,145,000 4.26%
7 CASTLEARK MANAGEMENT LLC 9,490 5,020,000 2.99%
8 World Asset Management Inc 4,158 2,200,000 1.31%
9 Geneva Advisors, LLC 3,633 1,922,000 1.15%
10 Constellation Wealth Advisors, LLC 3,265 1,727,000 1.03%
11 Veritable, L.P. 2,555 1,351,000 0.81%
12 PARADIGM CAPITAL MANAGEMENT INC/NY 1,000 529,000 0.32%
13 HOLLENCREST CAPITAL MANAGEMENT 866 458,000 0.27%
14 MCRAE CAPITAL MANAGEMENT INC 808 427,000 0.25%
15 Sand Hill Global Advisors, LLC 650 344,000 0.21%
16 Cetera Advisors LLC 632 334,000 0.20%
17 SFE Investment Counsel 540 286,000 0.17%
18 Douglass Winthrop Advisors, LLC 464 245,000 0.15%
19 REYNOLDS CAPITAL MANAGEMENT LLC 400 212,000 0.13%
20 QCI ASSET MANAGEMENT INC/NY 50 26,000 0.02%
21 Crosspoint Capital Strategies, LLC 39 21,000 0.01%
22 First City Capital Management, Inc. 6 3,174 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.