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

Institutional Holders (2016Q3)
Portfolio Summary: 22 Institutional holders with a total value of $122,629,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 66,074 47,892,000 39.05%
2 J.P. Morgan Private Wealth Advisors LLC 26,013 18,855,000 15.38%
3 PREMIER ASSET MANAGEMENT LLC 24,936 18,074,000 14.74%
4 CIM, LLC 14,020 10,162,000 8.29%
5 UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,837 9,305,000 7.59%
6 Azimuth Capital Management LLC 5,530 4,008,000 3.27%
7 SHELTON CAPITAL MANAGEMENT 5,295 3,358,000 2.74%
8 World Asset Management Inc 3,818 2,767,000 2.26%
9 Veritable, L.P. 2,520 1,827,000 1.49%
10 Reynders McVeigh Capital Management, LLC 2,471 1,791,000 1.46%
11 CrestPoint Capital Management, LLC 1,300 942,000 0.77%
12 PARADIGM CAPITAL MANAGEMENT INC/NY 1,000 725,000 0.59%
13 MCRAE CAPITAL MANAGEMENT INC 733 531,000 0.43%
14 HOLLENCREST CAPITAL MANAGEMENT 575 417,000 0.34%
15 GRANDFIELD & DODD, LLC 572 415,000 0.34%
16 Douglass Winthrop Advisors, LLC 550 399,000 0.33%
17 Sand Hill Global Advisors, LLC 550 399,000 0.33%
18 ROTHSCHILD INVESTMENT LLC /IL 400 290,000 0.24%
19 HOWARD CAPITAL MANAGEMENT 300 217,000 0.18%
20 Caprock Group, LLC 293 212,000 0.17%
21 QCI ASSET MANAGEMENT INC/NY 50 36,000 0.03%
22 QUADRANT CAPITAL GROUP LLC 14 7,000 0.01%

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.