MasimoMASI

13F holders, Q1 2024 (March 31)
339holders
7famous investors
$146.91avg. 13F price*

At the end of Q1 2024, 339 institutions reported holding Masimo Corp. (MASI) in their 13F filings. The largest holders were BlackRock Inc. ($1.2B), FMR LLC ($1.0B) and Politan Capital Management LP ($692.2M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
Masimo Corp.
CUSIP
574795100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 339Q1 2024Q2 2024: 352Q2 2024Q3 2024: 362Q3 2024Q4 2024: 365Q4 2024Q1 2025: 394Q1 2025Q2 2025: 378Q2 2025Q3 2025: 358Q3 2025Q4 2025: 392Q4 2025Q1 2026: 451Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions44$203.6M
Exits49$166.5M

Ownership 339 holders

BlackRock Inc. 0.03% Add +39.3% 7,880,374 $1.2B
FMR LLC 0.07% Add +0.7% 6,977,281 $1.0B
Politan Capital Management LP 36.00% No change 4,713,518 $692.2M
Vanguard Group Inc. 0.01% Reduce -4.7% 4,555,853 $669.0M
Capital Research Global Investors 0.08% Add +0.0% 2,269,246 $333.2M
Massachusetts Financial Services Co. 0.08% Add +7.1% 1,721,785 $252.8M
Farallon Capital Management, L.L.C. 1.31% Add +13.6% 1,489,563 $218.7M
RTW Investments, LP 3.17% No change 1,462,400 $214.8M
State Street Corp. 0.01% Add +0.2% 1,360,322 $199.8M
Citadel Advisors 0.20% Add +76.1% 1,345,216 $197.5M
T. Rowe Price Investment Management, Inc. 0.11% Add +3.7% 1,205,063 $177.0M
Ace Management Global Ltd. 63.47% — 1,169,352 $171.7M
Thrivent Financial for Lutherans 0.25% Reduce -19.4% 856,860 $125.8M
Liontrust Investment Partners LLP 1.69% Reduce -3.1% 825,529 $121.2M
Holocene Advisors, LP 0.42% New 778,414 $114.3M
Geode Capital Management, LLC 0.01% Add +4.2% 754,160 $110.8M
Westfield Capital Management Co. LP 0.53% Reduce -16.2% 686,100 $100.8M
Schroder Investment Management Group 0.09% Reduce -39.9% 527,336 $77.4M
Morgan Stanley 0.01% Add +2.9% 471,459 $69.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -5.3% 391,889 $57.5M
Bank of New York Mellon Corp 0.01% Reduce -6.0% 390,925 $57.4M
MIG Capital, LLC 7.79% Reduce -14.7% 381,732 $56.1M
Alyeska Investment Group, L.P. 0.35% Reduce -29.0% 379,419 $55.7M
Charles Schwab Investment Management Inc. 0.01% Add +2.8% 378,375 $55.6M
Ensemble Capital Management, LLC 4.51% Reduce -1.6% 366,335 $53.8M
Dimensional Fund Advisors LP 0.01% Add +19.5% 360,337 $52.9M
JPMorgan Chase & Co. 0.00% Add +0.8% 358,058 $52.6M
Millennium Management 0.04% Add +76.6% 347,016 $51.0M
Baron Capital (BAMCO) 0.14% New 345,800 $50.8M
Point72 Asset Management 0.14% Reduce -36.8% 326,154 $47.9M
Jackson Square Partners, LLC 1.81% Reduce -61.1% 296,458 $43.5M
Northern Trust Corp. 0.01% Reduce -20.1% 277,451 $40.7M
Balyasny Asset Management L.P. 0.10% Reduce -15.5% 255,508 $37.5M
ArrowMark Colorado Holdings LLC 0.36% Reduce -48.6% 218,810 $32.1M
Raymond James & Associates 0.02% Add +1.1% 181,611 $26.7M
Senator Investment Group LP 1.16% Add +58.2% 174,000 $25.6M
Principal Financial Group Inc. 0.01% Add +1.9% 167,748 $24.6M
Federated Hermes, Inc. 0.05% Reduce -7.9% 155,385 $22.8M
Retirement Systems of Alabama 0.08% Add +0.1% 144,938 $21.3M
Rhumbline Advisers 0.02% Reduce -3.5% 133,132 $19.6M
Bank of America Corp. 0.00% Add +563.8% 130,290 $19.1M
Goldman Sachs Group Inc. 0.00% Reduce -30.2% 122,453 $18.0M
Rockefeller Capital Management L.P. 0.05% Reduce -8.9% 116,673 $17.1M
Erste Asset Management GmbH 0.23% New 115,000 $16.9M
Montanaro Asset Management Ltd 2.84% Add +2.7% 107,100 $15.7M
Comerica Bank 0.07% Reduce -6.0% 102,695 $15.1M
Legal & General Group Plc 0.00% Reduce -47.8% 99,773 $14.7M
Sei Investments Co. 0.02% Reduce -47.0% 95,642 $14.0M
Marshall Wace, LLP 0.02% Reduce -52.3% 90,207 $13.2M
Nuveen Asset Management, LLC 0.00% Reduce -4.0% 89,358 $13.1M
Swiss National Bank 0.01% Add +0.2% 88,600 $13.0M
GAMCO Investors 0.13% No change 84,500 $12.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -18.7% 83,182 $12.2M
Invesco Ltd. 0.00% Add +1.2% 79,040 $11.6M
Ameriprise Financial Inc. 0.00% Reduce -4.7% 78,881 $11.6M
Gotham Asset Management 0.17% Reduce -3.7% 77,098 $11.3M
FIL Ltd 0.01% Reduce -66.2% 73,187 $10.7M
Susquehanna Portfolio Strategies, LLC 0.25% Reduce -14.6% 72,729 $10.7M
T. Rowe Price Associates Inc. 0.00% Reduce -82.6% 71,548 $10.5M
State Board of Administration of Florida Retirement System 0.02% Add +11.6% 54,839 $10.1M
Wells Fargo & Company 0.00% Reduce -42.3% 67,364 $9.9M
Barclays PLC 0.00% Add +34.1% 66,040 $9.7M
First Trust Advisors LP 0.01% Add +1859.5% 62,526 $9.2M
Picton Mahoney Asset Management 0.38% Reduce -39.8% 61,990 $9.1M
California Public Employees Retirement System 0.01% Reduce -20.4% 61,615 $9.0M
Alliancebernstein L.P. 0.00% Reduce -9.6% 61,055 $9.0M
American International Group, Inc. 0.03% Reduce -2.0% 59,110 $8.7M
BNP Paribas Financial Markets 0.01% Reduce -7.4% 57,254 $8.4M
Citigroup Inc. 0.01% Add +6.3% 55,923 $8.2M
Woodline Partners LP 0.07% Reduce -81.2% 53,146 $7.8M
Logan Capital Management Inc. 0.32% Add +2.5% 51,113 $7.5M
New York State Teachers Retirement System 0.02% Add +0.4% 50,748 $7.5M
Wilmington Savings Fund Society, FSB 0.28% — 50,080 $7.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +33.9% 42,196 $7.3M
Credit Suisse AG/ 0.01% Add +1.1% 47,782 $7.0M
Allspring Global Investments Holdings, LLC 0.01% Add +90.5% 46,607 $6.8M
California State Teachers Retirement System 0.01% Reduce -5.0% 44,793 $6.6M
UBS Group AG 0.00% Add +36.2% 43,752 $6.4M
NS Partners Ltd 0.28% Add +17.6% 41,885 $6.2M
CenterBook Partners LP 0.42% Add +4.8% 41,313 $6.1M
Texas Permanent School Fund Corp. 0.04% Add +1.4% 38,847 $5.7M
PEAK6 Investments LLC 0.28% Add +4.4% 38,758 $5.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -32.3% 38,277 $5.6M
Moran Wealth Management, LLC 0.18% Add +4.6% 37,380 $5.5M
New York State Common Retirement Fund 0.01% Reduce -21.0% 37,375 $5.5M
Trexquant Investment LP 0.10% New 35,755 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% No change 35,000 $5.1M
Norges Bank 0.00% Add +284.1% 34,407 $5.1M
TD Asset Management Inc 0.00% Reduce -56.9% 34,230 $5.0M
APG Asset Management N.V. 0.01% Add +540.7% 36,669 $5.0M
Gabelli Funds LLC 0.04% No change 33,000 $4.8M
South Dakota Investment Council 0.09% Reduce -5.5% 30,647 $4.5M
Storebrand Asset Management As 0.01% Reduce -2.6% 28,192 $4.1M
Brown Capital Management LLC 0.07% Reduce -0.5% 26,844 $3.9M
State of New Jersey Common Pension Fund D 0.01% No change 26,666 $3.9M
Royal Bank of Canada 0.00% Reduce -3.4% 26,546 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -3.9% 26,447 $3.9M
Westmount Partners, LLC 1.40% No change 26,424 $3.9M
MetLife Investment Management, LLC 0.03% Reduce -2.4% 26,144 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -21.9% 25,446 $3.7M
Zacks Investment Management 0.04% New 25,088 $3.7M
State of Tennessee, Department of Treasury 0.01% Reduce -2.2% 25,000 $3.7M
Amalgamated Bank 0.03% Reduce -19.0% 24,606 $3.6M
Jane Street Group, LLC 0.00% Reduce -71.8% 24,364 $3.6M
Envestnet Asset Management Inc. 0.00% Add +11.3% 22,414 $3.3M
Janus Henderson Group PLC 0.00% Reduce -5.3% 22,030 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -2.0% 20,567 $3.0M
State of Wisconsin Investment Board 0.01% Reduce -11.7% 20,443 $3.0M
Sofinnova Investments, Inc. 0.17% Add +56.3% 20,000 $2.9M
Abn Amro Investment Solutions 0.05% No change 19,656 $2.9M
Treasurer of the State of North Carolina 0.01% Add +0.7% 19,279 $2.8M
Voya Investment Management LLC 0.00% Reduce -3.4% 18,246 $2.7M
Brown Advisory Inc. 0.00% Add +0.1% 17,571 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -8.3% 16,895 $2.5M
Creative Planning 0.00% Reduce -15.5% 16,696 $2.5M
Capital Fund Management S.A. 0.03% Add +25.9% 16,307 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 15,841 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -42.4% 15,320 $2.2M
Birchview Capital, LP 1.83% No change 15,280 $2.2M
Cardinal Capital Management 0.35% Add +25.1% 14,764 $2.2M
Lockerman Financial Group, Inc. 4.04% No change 14,400 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 14,161 $2.1M
Empower Advisory Group, LLC 0.01% Reduce -0.7% 14,060 $2.1M
Cinctive Capital Management LP 0.11% New 13,963 $2.1M
Bridgewater Associates 0.01% Reduce -69.6% 13,887 $2.0M
Louisiana State Employees Retirement System 0.04% Add +2.4% 12,800 $1.9M
Arizona State Retirement System 0.01% Reduce -1.6% 12,344 $1.8M
Bank of Montreal 0.00% Add +107.3% 11,517 $1.7M
Paradigm Capital Management Inc. 0.08% No change 11,353 $1.7M
Y-Intercept (Hong Kong) Ltd 0.12% New 11,225 $1.6M
Exchange Traded Concepts, LLC 0.04% Add +41.6% 10,984 $1.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -12.6% 10,966 $1.6M
State of Michigan Retirement System 0.01% Add +1.9% 10,896 $1.6M
DE Burlo Group Inc. 0.21% Reduce -5.7% 10,802 $1.6M
Laurus Global Equity Management Inc. 0.54% No change 7,710 $1.5M
Capital Impact Advisors, LLC 1.93% New 10,120 $1.5M
Victory Capital Management Inc. 0.00% Reduce -1.4% 9,969 $1.5M
New Mexico Educational Retirement Board 0.05% No change 9,900 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 9,900 $1.5M
Simplify Asset Management Inc. 0.14% Reduce -73.4% 9,832 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 9,819 $1.4M
Ameritas Investment Partners, Inc. 0.05% No change 9,800 $1.4M
Handelsbanken Fonder AB 0.01% No change 9,430 $1.4M
Illinois Municipal Retirement Fund 0.02% No change 9,309 $1.4M
Xponance LLC 0.01% Reduce -5.1% 9,140 $1.3M
Advisors Asset Management, Inc. 0.03% Add +32.1% 9,009 $1.3M
American Century Companies Inc. 0.00% Add +61.1% 9,000 $1.3M
Millrace Asset Group, Inc. 1.31% New 8,868 $1.3M
NEOS Investment Management LLC 0.08% Add +195.1% 8,820 $1.3M
Linden Thomas Advisory Services, LLC 0.21% Add +2.5% 8,755 $1.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -21.2% 8,721 $1.3M
Utah Retirement Systems 0.01% No change 7,521 $1.1M
Eukles Asset Management 0.47% Reduce -16.2% 7,428 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.2% 7,267 $1.1M
Seaport Global Advisors, LLC 2.12% No change 7,109 $1.0M
Assenagon Asset Management S.A. 0.00% Reduce -22.2% 6,822 $1.0M
Truist Financial Corp. 0.00% Reduce -0.7% 6,780 $996K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 6,614 $971K
Navellier & Associates Inc. 0.11% No change 6,310 $927K
HSBC Holdings PLC 0.00% Add +38.5% 5,722 $840K
Raymond James Trust N.A. 0.02% Add +9.8% 5,614 $824K
Simplex Trading, LLC 0.02% Reduce -61.8% 5,595 $821K
Pathstone Holdings, LLC 0.00% Add +3.2% 5,543 $814K
Deutsche Bank AG 0.00% Reduce -72.8% 5,530 $812K
Pictet Asset Management Holding SA 0.00% Add +2.1% 5,515 $810K
Janney Montgomery Scott LLC 0.00% Reduce -3.8% 5,270 $774K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -25.3% 5,208 $765K
Allianz Asset Management GmbH 0.00% Reduce -1.6% 5,189 $762K
Landscape Capital Management, L.L.C. 0.07% New 5,164 $758K
Orion Porfolio Solutions, LLC 0.01% Add +12.5% 5,141 $755K
Orion Portfolio Solutions, LLC 0.01% Add +12.5% 5,141 $755K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.9% 5,075 $745K
Martin Currie Ltd. 0.02% Add +0.9% 5,041 $740K
Osaic Holdings, Inc. 0.00% Reduce -20.3% 4,902 $720K
Mariner, LLC 0.00% Add +49.6% 4,864 $714K
State of Alaska, Department of Revenue 0.01% No change 4,794 $703K
Guggenheim Capital LLC 0.00% Add +16.2% 4,729 $694K
Private Advisor Group, LLC 0.01% No change 4,709 $692K
US Bancorp \de 0.00% Reduce -36.4% 4,665 $685K
HighTower Advisors, LLC 0.00% Add +50.6% 4,627 $685K
Baird Financial Group, Inc. 0.00% Add +0.4% 4,428 $650K
Neuberger Berman Group LLC 0.00% Add +0.4% 4,327 $635K
Corient Private Wealth LP 0.00% Add +1.9% 4,112 $604K
Commerce Bank 0.00% Add +0.1% 4,088 $600K
North Star Asset Management Inc. 0.03% Reduce -5.4% 3,968 $583K
PNC Financial Services Group, Inc. 0.00% Reduce -1.6% 3,785 $556K
Securian Asset Management, Inc. 0.02% Reduce -2.7% 3,657 $537K
Quantinno Capital Management LP 0.01% New 3,660 $537K
Verus Capital Partners, LLC 0.06% Reduce -9.9% 3,651 $536K
Institutional & Family Asset Management, LLC 0.09% No change 3,650 $536K
Harvest Fund Management Co., Ltd 0.05% Add +568.4% 3,596 $527K
Quarry LP 0.22% Add +2159.6% 3,525 $518K
LPL Financial LLC 0.00% Reduce -23.1% 3,496 $513K
Maryland State Retirement & Pension System 0.01% No change 3,736 $512K
Oxford Financial Group, LTD. LLC 0.04% Add +0.5% 3,446 $506K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.7% 3,214 $472K
Vontobel Holding Ltd. 0.00% Reduce -17.8% 3,156 $463K
M&G PLC 0.00% — 3,091 $454K
DAFNA Capital Management LLC 0.10% No change 3,000 $441K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.9% 2,925 $430K
Sigma Planning Corp 0.01% Add +13.7% 2,922 $429K
Campbell & CO Investment Adviser LLC 0.04% New 2,896 $425K
Buckhead Capital Management LLC 0.13% No change 2,650 $389K
Verition Fund Management LLC 0.00% New 2,578 $379K
Wesleyan Assurance Society 0.03% Add +96.2% 2,550 $374K
SageView Advisory Group, LLC 0.02% New 1,470 $371K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.4% 2,498 $367K
M&T Bank Corp 0.00% Add +3.4% 2,458 $361K
KCM Investment Advisors LLC 0.01% Reduce -0.4% 2,415 $355K
Coldstream Capital Management Inc. 0.01% Add +5.1% 2,409 $354K
Stifel Financial Corp. 0.00% Reduce -53.4% 2,397 $352K
Prudential Financial Inc. 0.00% Reduce -14.8% 2,241 $329K
Mission Wealth Management, LP 0.01% Reduce -3.5% 2,200 $323K
Tidal Investments LLC 0.01% Add +14.1% 2,179 $320K
Cadence Bank 0.02% No change 2,172 $319K
ProShare Advisors LLC 0.00% Reduce -7.4% 2,164 $318K
180 Wealth Advisors, LLC 0.06% Reduce -2.5% 2,158 $317K
GeoWealth Management, LLC 0.01% New 2,147 $315K
Handelsinvest Investeringsforvaltning 0.15% Reduce -34.2% 2,132 $313K
Aquatic Capital Management LLC 0.01% New 2,100 $308K
MML Investors Services, LLC 0.00% Reduce -28.1% 2,063 $303K
Juncture Wealth Strategies, LLC 0.13% New 2,027 $298K
Axq Capital, LP 0.07% Reduce -39.4% 2,000 $294K
SG Americas Securities, LLC 0.00% Reduce -50.6% 1,979 $291K
Oak Thistle LLC 0.26% Reduce -53.3% 1,976 $290K
Shelton Capital Management 0.01% No change 1,942 $285K
Independent Advisor Alliance 0.01% Reduce -4.9% 1,936 $284K
KBC Group NV 0.00% Reduce -38.3% 1,908 $280K
Franklin Resources Inc. 0.00% Reduce -52.0% 1,902 $279K
Teacher Retirement System of Texas 0.00% Reduce -21.6% 1,898 $279K
AE Wealth Management LLC 0.00% Reduce -12.8% 1,867 $274K
Pitcairn Co. 0.02% Reduce -3.2% 1,807 $265K
SeaCrest Wealth Management, LLC 0.03% New 1,790 $263K
Wolverine Trading, LLC 0.00% Reduce -90.7% 1,746 $256K
Boothbay Fund Management, LLC 0.01% New 1,743 $256K
Cerity Partners LLC 0.00% New 1,742 $256K
Perissos Private Wealth Management, LLC 0.23% — 1,700 $250K
Ieq Capital, LLC 0.00% New 1,680 $247K
Qsemble Capital Management, LP 0.05% New 1,668 $245K
Two Sigma Advisers, LP 0.00% Reduce -54.3% 1,600 $235K
Profund Advisors LLC 0.01% New 1,577 $232K
LRT Capital Management, LLC 0.20% New 1,522 $224K
Paloma Partners Management Co 0.05% New 1,504 $221K
Envestnet Portfolio Solutions, Inc. 0.00% New 1,480 $217K
Quadrant Capital Group LLC 0.02% Add +0.8% 1,400 $206K
CIBC Asset Management Inc 0.00% New 1,383 $203K
CI Investments Inc. 0.00% Add +62.9% 1,240 $182K
Whittier Trust Co. 0.00% No change 1,134 $167K
Barrett & Company, Inc. 0.08% No change 1,133 $166K
Cwm, LLC 0.00% Reduce -15.8% 1,110 $163K
Qube Research & Technologies Ltd 0.00% Add +51.6% 1,037 $152K
United Community Bank 0.06% Reduce -2.5% 1,026 $151K
Northwest & Ethical Investments L.P. 0.00% New 1,000 $147K
Harbor Investment Advisory, LLC 0.01% No change 970 $142K
Tower Research Capital LLC (TRC) 0.00% Reduce -73.8% 970 $142K
Assetmark, Inc. 0.00% Add +11.8% 925 $136K
Resona Asset Management Co.,Ltd. 0.00% — 803 $118K
Russell Investments Group, Ltd. 0.00% Reduce -53.2% 650 $95K
VitalStone Financial, LLC 0.07% No change 597 $88K
Fifth Third Bancorp 0.00% Add +1.2% 597 $88K
C M Bidwell & Associates Ltd. 0.06% New 595 $87K
Avior Wealth Management, LLC 0.00% Reduce -79.2% 583 $86K
Lazard Asset Management LLC 0.00% Add +5730.0% 583 $85K
HHM Wealth Advisors, LLC 0.01% No change 500 $73K
WASHINGTON TRUST Co 0.00% New 458 $67K
Signaturefd, LLC 0.00% Add +10.7% 444 $65K
Leonteq Securities AG 0.01% No change 414 $61K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $53K
Huntington National Bank 0.00% Add +315.1% 357 $52K
Clearstead Advisors, LLC 0.00% Add +3.5% 445 $52K
Parallel Advisors, LLC 0.00% Reduce -29.7% 313 $46K
Lindbrook Capital, LLC 0.00% No change 289 $42K
EverSource Wealth Advisors, LLC 0.00% Add +0.7% 297 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.6% 239 $35K
Hilltop National Bank 0.01% — 218 $32K
Harbour Investments, Inc. 0.00% Reduce -7.3% 203 $30K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -38.1% 190 $28K
Walleye Capital LLC 0.00% New 189 $28K
Riverview Trust Co 0.02% New 169 $25K
Allworth Financial LP 0.00% Add +26.6% 162 $24K
NewEdge Advisors, LLC 0.00% No change 156 $23K
Rise Advisors, LLC 0.01% Add +670.0% 154 $23K
Northwestern Mutual Wealth Management Co. 0.00% No change 150 $22K
Lanark Financial, Inc. 0.00% Reduce -39.2% 155 $22K
GAMMA Investing LLC 0.00% Add +174.1% 148 $22K
Spire Wealth Management 0.00% Reduce -10.6% 144 $21K
LGT Financial Advisors LLC 0.02% No change 114 $17K
Center for Financial Planning, Inc. 0.00% No change 100 $15K
Sound Income Strategies, LLC 0.00% New 85 $12K
Covestor Ltd 0.01% Reduce -59.0% 80 $12K
CENTRAL TRUST Co 0.00% No change 79 $12K
Farther Finance Advisors, LLC 0.00% Add +11.8% 76 $11K
Crewe Advisors LLC 0.00% New 70 $10K
Smithfield Trust Co 0.00% No change 65 $10K
Bessemer Group Inc. 0.00% Reduce -97.1% 70 $10K
First Horizon Advisors, Inc. 0.00% Reduce -16.1% 68 $10K
Colonial Trust Advisors 0.00% Add +14.0% 57 $8K
Hantz Financial Services, Inc. 0.00% No change 54 $8K
Investors Research Corp 0.00% No change 50 $7K
Clean Yield Group 0.00% No change 49 $7K
Janiczek Wealth Management, LLC 0.00% No change 49 $7K
Larson Financial Group LLC 0.00% Add +4500.0% 46 $7K
CIBC Private Wealth Group LLC 0.00% New 40 $6K
ADAR1 Capital Management, LLC 0.00% Reduce -34.5% 38 $6K
Bear Mountain Capital, Inc. 0.00% No change 40 $5K
GPS Wealth Strategies Group, LLC 0.00% New 37 $5K
Principal Securities, Inc. 0.00% New 35 $5K
Nisa Investment Advisors, LLC 0.00% Reduce -9.4% 29 $4K
State of Wyoming 0.00% Add +33.3% 28 $4K
Valley Wealth Managers, Inc. 0.00% No change 26 $4K
Global Retirement Partners, LLC 0.00% No change 24 $4K
Bell Investment Advisors, Inc 0.00% No change 23 $3K
WealthCollab, LLC 0.00% No change 20 $3K
Sunbelt Securities, Inc. 0.00% Reduce -63.0% 20 $3K
Sachetta, LLC 0.00% No change 23 $3K
Parkside Financial Bank & Trust 0.00% No change 18 $3K
Farmers & Merchants Investments Inc. 0.00% No change 18 $3K
JFS Wealth Advisors, LLC 0.00% No change 17 $2K
Balefire, LLC 0.00% New 17 $2K
Quent Capital, LLC 0.00% No change 16 $2K
Smartleaf Asset Management LLC 0.00% Add +1500.0% 16 $2K
Private Wealth Management Group, LLC 0.00% No change 15 $2K
Versant Capital Management, Inc 0.00% No change 15 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 15 $2K
FinTrust Capital Advisors, LLC 0.00% No change 13 $2K
SJS Investment Consulting Inc. 0.00% Add +160.0% 13 $2K
WFA Asset Management Corp 0.00% No change 12 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
UMB Bank, n.a. 0.00% New 11 $2K
AlphaQuest LLC 0.00% New 10 $1K
IFP Advisors, Inc 0.00% No change 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $735
Kayne Anderson Rudnick Investment Management LLC 0.00% New 5 $734
Mather Group, Llc. 0.00% New 6 $703
CoreCap Advisors, LLC 0.00% New 3 $441
Financial Synergies Wealth Advisors, Inc. 0.00% New 2 $294
Amundi 0.00% Reduce -100.0% 2 $272
Rothschild Investment LLC 0.00% No change 1 $147
Capital Advisors, Ltd. LLC 0.00% No change 2 $0

"% of holder's portfolio" is MASI's weight in each manager's 13F, not the share of Masimo Corp. the manager owns.