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

Institutional Holders (2015Q1)
Portfolio Summary: 17 Institutional holders with a total value of $120,195,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 130,523 65,918,000 54.84%
2 Palo Alto Investors LP 32,350 16,338,000 13.59%
3 J.P. Morgan Private Wealth Advisors LLC 30,473 15,390,000 12.80%
4 PREMIER ASSET MANAGEMENT LLC 28,292 14,288,000 11.89%
5 World Asset Management Inc 4,161 2,101,000 1.75%
6 Constellation Wealth Advisors, LLC 3,258 1,645,000 1.37%
7 Veritable, L.P. 2,494 1,260,000 1.05%
8 Geneva Advisors, LLC 1,158 585,000 0.49%
9 PARADIGM CAPITAL MANAGEMENT INC/NY 1,000 505,000 0.42%
10 HOLLENCREST CAPITAL MANAGEMENT 816 412,000 0.34%
11 MCRAE CAPITAL MANAGEMENT INC 808 408,000 0.34%
12 Sand Hill Global Advisors, LLC 650 328,000 0.27%
13 GRANDFIELD & DODD, LLC 581 293,000 0.24%
14 FALCON POINT CAPITAL, LLC 535 270,000 0.22%
15 Douglass Winthrop Advisors, LLC 450 227,000 0.19%
16 REYNOLDS CAPITAL MANAGEMENT LLC 400 202,000 0.17%
17 QCI ASSET MANAGEMENT INC/NY 50 25,000 0.02%

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.