Intuitive Surgical, Inc.
US ˙ NasdaqGS ˙ US46120E6023

SecurityISRG / Intuitive Surgical, Inc.
InstitutionZions Bancorporation, N.A.
Latest Disclosed Ownership12,391 shares
Latest Disclosed Value $ 6,467,606
Zions Bancorporation, N.A. reports 7.03% increase in ownership of ISRG / Intuitive Surgical, Inc.

On February 11, 2025 - Zions Bancorporation, N.A. filed a 13F-HR form disclosing ownership of 12,391 shares of Intuitive Surgical, Inc. (US:ISRG) valued at $6,467,606 USD as of December 31, 2024. The entity filed a previous 13F-HR on November 6, 2024 disclosing 11,577 shares of Intuitive Surgical, Inc.. This represents a change in shares of 7.03% during the quarter. The current value of the position is $5,229,745 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-02-11 2024-12-31 13F Intuitive Surgical Com 46120E602 12,391 814 7.03 6,468 13.72 0.3382
2024-11-06 2024-09-30 13F Intuitive Surgical Com 46120E602 11,577 621 5.67 5,687 16.70 0.4145
2024-08-08 2024-06-30 13F Intuitive Surgical Com 46120E602 10,956 -728 -6.23 4,874 4.53 0.3903
2024-05-14 2024-03-31 13F Intuitive Surgical Com 46120E602 11,684 633 5.73 4,663 25.05 0.3433
2024-02-12 2023-12-31 13F Intuitive Surgical Com 46120E602 11,051 272 2.52 3,728 18.35 0.2564
2023-11-07 2023-09-30 13F Intuitive Surgical Com 46120E602 10,779 31 0.29 3,151 -14.29 0.2763
2023-07-28 2023-06-30 13F Intuitive Surgical Com 46120E602 10,748 -1,001 -8.52 3,675 22.46 0.3106
2023-05-10 2023-03-31 13F Intuitive Surgical Com 46120E602 11,749 2,088 21.61 3,002 17.09 0.2582
2023-02-10 2022-12-31 13F Intuitive Surgical Com 46120E602 9,661 393 4.24 2,564 47.55 0.2026
2022-11-08 2022-09-30 13F Intuitive Surgical Com 46120E602 9,268 -90 -0.96 1,737 -7.51 0.1820
2022-08-05 2022-06-30 13F Intuitive Surgical Com 46120E602 9,358 2,273 32.08 1,878 -12.16 0.1881
2022-05-13 2022-03-31 13F Intuitive Surgical Com 46120E602 7,085 2,329 48.97 2,138 25.10 0.1916
2022-02-11 2021-12-31 13F Intuitive Surgical Com 46120E602 4,756 4,558 2,302.02 1,709 767.51 0.1511
2021-11-10 2021-09-30 13F Intuitive Surgical Com 46120E602 198 -2 -1.00 197 7.07 0.0201
2021-08-11 2021-06-30 13F Intuitive Surgical Com 46120E602 200 110 122.22 184 174.63 0.0184
2021-05-13 2021-03-31 13F Intuitive Surgical Com 46120E602 90 -9 -9.09 67 -17.28 0.0076
2021-02-12 2020-12-31 13F Intuitive Surgical Com 46120E602 99 2 2.06 81 17.39 0.0102
2020-11-13 2020-09-30 13F Intuitive Surgical Com 46120E602 97 0 0.00 69 25.45 0.0098
2020-08-13 2020-06-30 13F Intuitive Surgical Com 46120E602 97 -293 -75.13 55 -71.50 0.0080
2020-05-15 2020-03-31 13F Intuitive Surgical Com 46120E602 390 273 233.33 193 179.71 0.0338
2020-02-14 2019-12-31 13F Intuitive Surgical Com 46120E602 117 -567 -82.89 69 -81.30 0.0098
2019-11-13 2019-09-30 13F Intuitive Surgical Com 46120E602 684 -10 -1.44 369 1.37 0.0530
2019-07-09 2019-06-30 13F Intuitive Surgical Com 46120E602 694 -61 -8.08 364 -15.55 0.0533
2019-05-10 2019-03-31 13F Intuitive Surgical Com 46120E602 755 -143 -15.92 431 0.23 0.0696
2019-02-13 2018-12-31 13F Intuitive Surgical Com 46120E602 898 898 430 0.3145
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.