MasimoMASI

13F holders, Q2 2024 (June 30)
352holders +13
53new positions
41sold out
8famous investors
$125.92avg. 13F price*

At the end of Q2 2024, 352 institutions reported holding Masimo Corp. (MASI) in their 13F filings, up 13 from Q1 2024. 53 opened new positions and 41 sold out. The largest holders were BlackRock Inc. ($1.2B), FMR LLC ($602.7M) and Vanguard Group Inc. ($596.6M). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'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 → Q2 2024

InstitutionsTotal Value
New Positions53$184.6M
Exits41$184.4M

All 13F filers, Q1 2024 → Q2 2024: 6,072,320 shares bought and 8,260,448 shares sold, net −2,188,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 352 holders

BlackRock Inc. 0.03% Add +18.7% 9,351,239 $1.2B
FMR LLC 0.04% Reduce -31.4% 4,785,735 $602.7M
Vanguard Group Inc. 0.01% Add +4.0% 4,737,351 $596.6M
Politan Capital Management LP 36.18% Add +0.0% 4,714,746 $593.8M
RTW Investments, LP 2.85% No change 1,462,400 $184.2M
State Street Corp. 0.01% Add +5.0% 1,428,635 $179.9M
Thrivent Financial for Lutherans 0.31% Add +42.1% 1,217,357 $153.3M
T. Rowe Price Investment Management, Inc. 0.09% Reduce -4.2% 1,154,351 $145.4M
Westfield Capital Management Co. LP 0.70% Add +64.9% 1,131,686 $142.5M
Farallon Capital Management, L.L.C. 0.85% Reduce -24.8% 1,119,563 $141.0M
Ace Management Global Ltd. 39.24% Reduce -9.3% 1,060,919 $133.6M
Capital Research Global Investors 0.03% Reduce -53.4% 1,057,136 $133.1M
Holocene Advisors, LP 0.55% Add +33.3% 1,037,450 $130.7M
Liontrust Investment Partners LLP 1.45% Reduce -2.0% 808,693 $101.8M
Geode Capital Management, LLC 0.01% Add +3.5% 780,902 $98.4M
Millennium Management 0.08% Add +117.2% 753,743 $94.9M
Massachusetts Financial Services Co. 0.03% Reduce -58.1% 721,726 $90.9M
Point72 Asset Management 0.28% Add +107.8% 677,677 $85.3M
Schroder Investment Management Group 0.07% Add +0.2% 528,623 $66.6M
Dimensional Fund Advisors LP 0.02% Add +45.9% 525,594 $66.2M
Morgan Stanley 0.00% Add +0.9% 475,803 $59.9M
Alyeska Investment Group, L.P. 0.31% Add +13.6% 430,931 $54.3M
Ensemble Capital Management, LLC 3.99% Add +11.1% 407,102 $51.3M
Charles Schwab Investment Management Inc. 0.01% Add +3.9% 393,288 $49.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.2% 391,026 $49.2M
Bank of New York Mellon Corp 0.01% Reduce -0.3% 389,764 $49.1M
Baron Capital (BAMCO) 0.13% Add +0.4% 347,200 $43.7M
Northern Trust Corp. 0.01% Add +14.4% 317,303 $40.0M
Man Group plc 0.10% New 291,789 $36.7M
Two Sigma Investments, LP 0.08% New 250,956 $31.6M
Citadel Advisors 0.03% Reduce -83.1% 227,490 $28.7M
ExodusPoint Capital Management, LP 0.28% New 202,304 $25.5M
Comerica Bank 0.10% Add +85.7% 190,685 $24.0M
Woodline Partners LP 0.22% Add +250.0% 185,990 $23.4M
Raymond James & Associates 0.01% Reduce -0.6% 180,533 $22.7M
Principal Financial Group Inc. 0.01% Reduce -11.4% 148,651 $18.7M
JPMorgan Chase & Co. 0.00% Reduce -58.6% 148,127 $18.7M
Retirement Systems of Alabama 0.07% Reduce -0.5% 144,238 $18.2M
Balyasny Asset Management L.P. 0.04% Reduce -46.9% 135,719 $17.1M
Goldman Sachs Group Inc. 0.00% Add +10.3% 135,090 $17.0M
Federated Hermes, Inc. 0.04% Reduce -13.6% 134,261 $16.9M
Rockefeller Capital Management L.P. 0.05% Add +13.0% 131,852 $16.6M
Rhumbline Advisers 0.02% Reduce -4.0% 127,773 $16.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +45.3% 120,828 $15.2M
Nuveen Asset Management, LLC 0.00% Add +29.5% 115,722 $14.6M
Bank of America Corp. 0.00% Reduce -11.7% 115,029 $14.5M
Two Sigma Advisers, LP 0.03% Add +6875.0% 111,600 $14.1M
Natixis 0.08% New 105,816 $13.3M
Senator Investment Group LP 0.61% Reduce -42.5% 100,000 $12.6M
ING Groep NV 0.07% New 99,000 $12.5M
One Fin Capital Management LP 4.96% New 95,000 $12.0M
Marshall Wace, LLP 0.02% Add +5.1% 94,798 $11.9M
Legal & General Group Plc 0.00% Reduce -6.7% 93,103 $11.7M
Ameriprise Financial Inc. 0.00% Add +16.4% 91,788 $11.6M
Swiss National Bank 0.01% Reduce -0.1% 88,500 $11.1M
Erste Asset Management GmbH 0.14% Reduce -26.1% 85,000 $10.7M
GAMCO Investors 0.12% No change 84,500 $10.6M
Invesco Ltd. 0.00% Add +5.1% 83,051 $10.5M
Gotham Asset Management 0.13% Add +4.8% 80,759 $10.2M
First Trust Advisors LP 0.01% Add +27.0% 79,405 $10.0M
FIL Ltd 0.01% Add +4.0% 76,147 $9.6M
California Public Employees Retirement System 0.01% Add +21.3% 74,713 $9.4M
Susquehanna Portfolio Strategies, LLC 0.37% Reduce -1.3% 71,789 $9.0M
T. Rowe Price Associates Inc. 0.00% Reduce -4.5% 68,289 $8.6M
Alliancebernstein L.P. 0.00% Add +1.4% 61,915 $7.8M
Corebridge Financial, Inc. 0.04% — 56,661 $7.1M
Montanaro Asset Management Ltd 1.26% Reduce -49.9% 53,700 $6.8M
Logan Capital Management Inc. 0.28% Reduce -0.1% 51,045 $6.4M
Assenagon Asset Management S.A. 0.02% Add +643.8% 50,740 $6.4M
Wells Fargo & Company 0.00% Reduce -25.9% 49,948 $6.3M
Wilmington Savings Fund Society, FSB 0.24% Reduce -1.6% 49,289 $6.2M
New York State Teachers Retirement System 0.01% Reduce -3.4% 49,048 $6.2M
Norges Bank 0.00% Add +41.5% 48,695 $6.1M
Citigroup Inc. 0.01% Reduce -20.0% 44,720 $5.6M
UBS Group AG 0.00% Add +0.3% 43,861 $5.5M
California State Teachers Retirement System 0.01% Reduce -2.3% 43,761 $5.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -21.8% 42,901 $5.4M
NS Partners Ltd 0.24% Add +0.4% 42,051 $5.3M
National Bank of Canada 0.01% New 44,825 $5.2M
LMR Partners LLP 0.14% New 40,354 $5.1M
New York State Common Retirement Fund 0.01% Add +1.0% 37,742 $4.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.4% 37,735 $4.8M
TD Asset Management Inc 0.00% Reduce -1.1% 33,864 $4.3M
Gabelli Funds LLC 0.03% No change 33,000 $4.2M
PEAK6 Investments LLC 0.19% Reduce -16.6% 32,342 $4.1M
APG Asset Management N.V. 0.01% Reduce -9.2% 33,287 $3.9M
South Dakota Investment Council 0.08% Reduce -0.1% 30,611 $3.9M
Jane Street Group, LLC 0.00% Add +21.5% 29,603 $3.7M
Campbell & CO Investment Adviser LLC 0.31% Add +892.8% 28,750 $3.6M
Storebrand Asset Management As 0.01% Reduce -0.6% 28,018 $3.5M
HSBC Holdings PLC 0.00% Add +382.5% 27,609 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +7.7% 27,414 $3.5M
Boothbay Fund Management, LLC 0.12% Add +1471.5% 27,391 $3.4M
Zacks Investment Management 0.04% Add +7.0% 26,854 $3.4M
Royal Bank of Canada 0.00% Add +1.1% 26,841 $3.4M
Brown Capital Management LLC 0.07% Reduce -0.1% 26,811 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -3.5% 25,532 $3.2M
CenterBook Partners LP 0.20% Reduce -38.8% 25,293 $3.2M
Point72 Hong Kong Ltd 0.19% New 25,276 $3.2M
Pura Vida Investments, LLC 3.81% New 25,000 $3.1M
Roubaix Capital, LLC 1.98% New 24,839 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -6.4% 24,482 $3.1M
Picton Mahoney Asset Management 0.13% Reduce -61.2% 24,050 $3.0M
Westmount Partners, LLC 1.00% Reduce -1.6% 25,991 $3.0M
Sei Investments Co. 0.00% Reduce -75.3% 23,594 $3.0M
Capital Fund Management S.A. 0.03% Add +44.4% 23,539 $3.0M
HRT Financial LP 0.02% New 23,365 $2.9M
Amalgamated Bank 0.02% Reduce -7.5% 22,766 $2.9M
Susquehanna International Group, LLP 0.01% Add +48.5% 22,744 $2.9M
Envestnet Asset Management Inc. 0.00% Reduce -0.5% 22,303 $2.8M
Janus Henderson Group PLC 0.00% Reduce -1.0% 21,800 $2.7M
Simplify Asset Management Inc. 0.24% Add +120.4% 21,670 $2.7M
Sofinnova Investments, Inc. 0.16% Add +0.8% 20,161 $2.5M
Exome Asset Management LLC 2.22% New 19,800 $2.5M
State of Tennessee, Department of Treasury 0.01% Reduce -22.2% 19,450 $2.4M
Abn Amro Investment Solutions 0.04% Reduce -1.1% 19,439 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -6.8% 19,178 $2.4M
Treasurer of the State of North Carolina 0.01% Reduce -3.3% 18,635 $2.3M
State of Wisconsin Investment Board 0.01% Reduce -9.7% 18,457 $2.3M
Cramer Rosenthal McGlynn LLC 0.13% New 18,081 $2.3M
Brown Advisory Inc. 0.00% No change 17,571 $2.2M
Public Employees Retirement System of Ohio 0.01% Reduce -0.9% 16,746 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -38.0% 16,542 $2.1M
Tudor Investment Corporation 0.02% New 16,335 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 15,841 $2.0M
Barclays PLC 0.00% Reduce -76.0% 15,820 $2.0M
Creative Planning 0.00% Reduce -6.5% 15,616 $2.0M
Cardinal Capital Management 0.33% Add +4.6% 15,440 $1.9M
Birchview Capital, LP 1.78% No change 15,280 $1.9M
Tower Research Capital LLC (TRC) 0.03% Add +1422.5% 14,768 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 14,624 $1.8M
Lockerman Financial Group, Inc. 3.29% No change 14,400 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 14,161 $1.8M
Empower Advisory Group, LLC 0.01% No change 14,060 $1.8M
Voya Investment Management LLC 0.00% Reduce -23.6% 13,949 $1.8M
Algert Global LLC 0.06% New 13,879 $1.7M
Advisors Asset Management, Inc. 0.03% Add +52.2% 13,715 $1.7M
NEOS Investment Management LLC 0.07% Add +52.9% 13,489 $1.7M
Jump Financial, LLC 0.03% New 13,295 $1.7M
Fox Run Management, L.L.C. 0.31% New 13,068 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -1.6% 12,600 $1.6M
Arizona State Retirement System 0.01% Add +2.0% 12,591 $1.6M
Gsa Capital Partners LLP 0.11% New 12,208 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 11,670 $1.5M
Paradigm Capital Management Inc. 0.07% No change 11,353 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -80.2% 11,320 $1.4M
Handelsbanken Fonder AB 0.01% Add +19.1% 11,230 $1.4M
Quantitative Investment Management, LLC 0.15% New 11,134 $1.4M
Engineers Gate Manager LP 0.03% New 11,074 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.8% 10,696 $1.3M
Exchange Traded Concepts, LLC 0.03% Reduce -2.7% 10,688 $1.3M
American Century Companies Inc. 0.00% Add +18.6% 10,671 $1.3M
Bridgewater Associates 0.01% Reduce -24.7% 10,462 $1.3M
Intech Investment Management LLC 0.02% New 10,278 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.5% 9,952 $1.3M
New Mexico Educational Retirement Board 0.04% No change 9,900 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.7% 9,884 $1.2M
DE Burlo Group Inc. 0.17% Reduce -8.8% 9,852 $1.2M
Victory Capital Management Inc. 0.00% Reduce -1.5% 9,816 $1.2M
Teza Capital Management LLC 0.15% New 9,779 $1.2M
Squarepoint Ops LLC 0.00% New 9,686 $1.2M
ClariVest Asset Management LLC 0.12% New 9,609 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.2% 9,485 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 9,309 $1.2M
Bayesian Capital Management, LP 0.13% New 9,307 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -15.5% 9,266 $1.2M
Aquatic Capital Management LLC 0.04% Add +319.1% 8,800 $1.1M
Sherbrooke Park Advisers LLC 0.18% New 8,223 $1.0M
Juncture Wealth Strategies, LLC 0.42% Add +294.3% 7,992 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.4% 7,877 $992K
Osaic Holdings, Inc. 0.00% Add +57.3% 7,709 $971K
Dynamic Technology Lab Private Ltd 0.10% New 7,351 $926K
Eukles Asset Management 0.40% Reduce -1.7% 7,299 $919K
Utah Retirement Systems 0.01% Reduce -5.3% 7,121 $897K
Millrace Asset Group, Inc. 0.86% Reduce -21.0% 7,002 $882K
Mariner, LLC 0.00% Add +41.3% 6,872 $866K
Xponance LLC 0.01% Reduce -26.2% 6,748 $850K
Allianz Asset Management GmbH 0.00% Add +29.3% 6,707 $845K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -23.3% 6,687 $842K
Pacer Advisors, Inc. 0.00% Add +1.0% 6,682 $842K
Raymond James Trust N.A. 0.02% Add +14.3% 6,414 $808K
Simplex Trading, LLC 0.03% Add +13.7% 6,360 $800K
Navellier & Associates Inc. 0.09% No change 6,310 $795K
Bank of Montreal 0.00% Reduce -50.3% 5,729 $760K
Blueshift Asset Management, LLC 0.24% New 5,783 $728K
Deutsche Bank AG 0.00% Add +3.3% 5,713 $719K
Pathstone Holdings, LLC 0.00% Add +2.4% 5,678 $715K
Pictet Asset Management Holding SA 0.00% Reduce -2.1% 5,401 $680K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.2% 5,374 $677K
HighTower Advisors, LLC 0.00% Add +12.8% 5,218 $670K
Versor Investments LP 0.12% New 5,278 $665K
Orion Porfolio Solutions, LLC 0.01% Add +1.6% 5,221 $658K
Orion Portfolio Solutions, LLC 0.01% Add +1.6% 5,221 $658K
Edgestream Partners, L.P. 0.03% New 5,124 $645K
Avior Wealth Management, LLC 0.03% Add +743.7% 4,919 $619K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.6% 4,841 $610K
State of Alaska, Department of Revenue 0.01% No change 4,794 $603K
Prelude Capital Management, LLC 0.05% New 4,600 $579K
Janney Montgomery Scott LLC 0.00% Reduce -14.5% 4,505 $567K
Guggenheim Capital LLC 0.00% Reduce -4.9% 4,499 $567K
US Bancorp \de 0.00% Reduce -4.2% 4,471 $563K
Neuberger Berman Group LLC 0.00% Add +2.0% 4,415 $556K
Baird Financial Group, Inc. 0.00% Reduce -1.0% 4,384 $552K
Private Advisor Group, LLC 0.00% Reduce -7.8% 4,340 $547K
Commerce Bank 0.00% Add +2.5% 4,188 $527K
Truist Financial Corp. 0.00% Reduce -39.1% 4,128 $520K
Brevan Howard Capital Management LP 0.03% New 4,049 $510K
Corient Private Wealth LP 0.00% Reduce -1.6% 4,047 $510K
Quantinno Capital Management LP 0.01% Add +6.5% 3,898 $491K
PNC Financial Services Group, Inc. 0.00% Add +3.0% 3,898 $491K
Maryland State Retirement & Pension System 0.01% No change 3,736 $471K
Teacher Retirement System of Texas 0.00% Add +92.4% 3,651 $460K
Verus Capital Partners, LLC 0.05% No change 3,651 $460K
Institutional & Family Asset Management, LLC 0.07% No change 3,650 $460K
Securian Asset Management, Inc. 0.01% Reduce -2.8% 3,556 $448K
LPL Financial LLC 0.00% Reduce -0.2% 3,489 $439K
Oxford Financial Group, LTD. LLC 0.03% No change 3,446 $434K
Martin Currie Ltd. 0.02% Reduce -31.7% 3,445 $434K
North Star Asset Management Inc. 0.02% Reduce -14.0% 3,411 $430K
M&G PLC 0.00% Add +4.8% 3,240 $408K
Vontobel Holding Ltd. 0.00% Add +0.8% 3,180 $400K
DAFNA Capital Management LLC 0.09% No change 3,000 $378K
Crossmark Global Holdings, Inc. 0.01% Reduce -11.7% 2,839 $358K
Qsemble Capital Management, LP 0.07% Add +66.1% 2,771 $349K
LRT Capital Management, LLC 0.33% Add +81.9% 2,768 $349K
Sigma Planning Corp 0.01% Reduce -5.4% 2,765 $348K
Two Sigma Securities, LLC 0.02% New 2,659 $335K
Buckhead Capital Management LLC 0.11% No change 2,650 $334K
Wesleyan Assurance Society 0.03% No change 2,550 $321K
M&T Bank Corp 0.00% Add +0.9% 2,480 $313K
Coldstream Capital Management Inc. 0.01% Add +1.7% 2,450 $309K
KCM Investment Advisors LLC 0.01% No change 2,415 $304K
180 Wealth Advisors, LLC 0.05% Add +26.1% 2,721 $303K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.6% 2,358 $297K
Prudential Financial Inc. 0.00% Reduce -0.9% 2,221 $280K
Mission Wealth Management, LP 0.01% No change 2,200 $277K
Cadence Bank 0.02% No change 2,172 $274K
Hardy Reed LLC 0.03% New 2,172 $273K
ProShare Advisors LLC 0.00% Reduce -2.8% 2,103 $265K
Oak Thistle LLC 0.19% Add +5.2% 2,079 $262K
MML Investors Services, LLC 0.00% Reduce -5.0% 1,960 $247K
AE Wealth Management LLC 0.00% Add +3.6% 1,935 $244K
Franklin Resources Inc. 0.00% Add +0.4% 1,910 $241K
Deerfield Management Company, L.P. 0.00% New 1,848 $233K
Pitcairn Co. 0.01% Reduce -0.5% 1,798 $226K
SeaCrest Wealth Management, LLC 0.03% No change 1,790 $225K
Ieq Capital, LLC 0.00% Add +3.3% 1,736 $219K
Shelton Capital Management 0.01% Reduce -11.8% 1,713 $216K
Perissos Private Wealth Management, LLC 0.19% No change 1,700 $214K
Kestra Private Wealth Services, LLC 0.00% New 1,700 $214K
Quadrant Capital Group LLC 0.01% Add +9.3% 1,530 $193K
Quarry LP 0.07% Reduce -63.7% 1,279 $161K
EntryPoint Capital, LLC 0.07% New 1,243 $157K
Cwm, LLC 0.00% Add +4.8% 1,163 $146K
CI Investments Inc. 0.00% Reduce -8.1% 1,140 $144K
Whittier Trust Co. 0.00% No change 1,134 $143K
Barrett & Company, Inc. 0.06% No change 1,133 $143K
KBC Group NV 0.00% Reduce -42.8% 1,091 $137K
Assetmark, Inc. 0.00% Add +13.5% 1,050 $132K
United Community Bank 0.05% Reduce -1.9% 1,006 $127K
Harbor Investment Advisory, LLC 0.01% No change 970 $122K
Resona Asset Management Co.,Ltd. 0.00% Add +4.7% 841 $111K
Headlands Technologies LLC 0.01% New 866 $109K
Walleye Capital LLC 0.00% Add +292.6% 742 $93K
Fifth Third Bancorp 0.00% Add +16.4% 695 $88K
HHM Wealth Advisors, LLC 0.01% Add +25.0% 625 $79K
Clearstead Advisors, LLC 0.00% Add +34.8% 600 $76K
VitalStone Financial, LLC 0.05% No change 597 $75K
Russell Investments Group, Ltd. 0.00% Reduce -8.5% 595 $75K
C M Bidwell & Associates Ltd. 0.05% No change 595 $75K
Lazard Asset Management LLC 0.00% No change 583 $73K
WASHINGTON TRUST Co 0.00% No change 458 $58K
Signaturefd, LLC 0.00% Reduce -4.7% 423 $53K
Huntington National Bank 0.00% Add +7.8% 385 $48K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $45K
Northwestern Mutual Wealth Management Co. 0.00% Add +133.3% 350 $44K
Parallel Advisors, LLC 0.00% Add +4.2% 326 $41K
Lindbrook Capital, LLC 0.00% Add +11.1% 321 $40K
Great Lakes Retirement, Inc. 0.00% New 259 $33K
GAMMA Investing LLC 0.00% Add +75.0% 259 $33K
MassMutual Private Wealth & Trust, FSB 0.00% No change 239 $30K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.1% 273 $29K
Hilltop National Bank 0.01% No change 218 $27K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +12.6% 214 $27K
Harbour Investments, Inc. 0.00% Reduce -0.5% 202 $25K
Riverview Trust Co 0.02% No change 169 $21K
NewEdge Advisors, LLC 0.00% No change 156 $20K
Rise Advisors, LLC 0.01% No change 154 $19K
Lanark Financial, Inc. 0.00% No change 155 $19K
Spire Wealth Management 0.00% Add +0.7% 145 $18K
Allworth Financial LP 0.00% Reduce -0.6% 161 $17K
LGT Financial Advisors LLC 0.03% No change 114 $14K
Center for Financial Planning, Inc. 0.00% No change 100 $13K
Sound Income Strategies, LLC 0.00% No change 85 $11K
Farther Finance Advisors, LLC 0.00% Add +15.8% 88 $10K
Covestor Ltd 0.01% No change 80 $10K
CENTRAL TRUST Co 0.00% No change 79 $10K
Bessemer Group Inc. 0.00% No change 70 $9K
SouthState Bank Corp 0.00% New 70 $9K
Mather Group, Llc. 0.00% Add +833.3% 56 $8K
Smithfield Trust Co 0.00% No change 65 $8K
Smartleaf Asset Management LLC 0.00% Add +243.8% 55 $7K
Colonial Trust Advisors 0.00% No change 57 $7K
Investors Research Corp 0.00% No change 50 $6K
Janiczek Wealth Management, LLC 0.00% No change 49 $6K
Clean Yield Group 0.00% No change 49 $6K
Ashton Thomas Private Wealth, LLC 0.00% New 49 $6K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.9% 44 $6K
First Horizon Advisors, Inc. 0.00% Reduce -39.7% 41 $5K
Principal Securities, Inc. 0.00% Add +14.3% 40 $5K
Private Wealth Management Group, LLC 0.00% Add +153.3% 38 $5K
ADAR1 Capital Management, LLC 0.00% No change 38 $5K
State of Wyoming 0.00% Add +35.7% 38 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $5K
CIBC Private Wealth Group LLC 0.00% No change 40 $5K
Nisa Investment Advisors, LLC 0.00% Add +17.2% 34 $4K
Blue Trust, Inc. 0.00% New 29 $4K
Parkside Financial Bank & Trust 0.00% Add +55.6% 28 $4K
Innealta Capital, LLC 0.00% New 26 $3K
Valley Wealth Managers, Inc. 0.00% No change 26 $3K
Castleview Partners, LLC 0.00% New 25 $3K
AlphaQuest LLC 0.00% Add +150.0% 25 $3K
Bell Investment Advisors, Inc 0.00% No change 23 $3K
UMB Bank, n.a. 0.00% Add +100.0% 22 $3K
WealthCollab, LLC 0.00% No change 20 $3K
Balefire, LLC 0.00% Add +17.6% 20 $3K
Sunbelt Securities, Inc. 0.00% No change 20 $3K
Sachetta, LLC 0.00% No change 23 $2K
Farmers & Merchants Investments Inc. 0.00% No change 18 $2K
JFS Wealth Advisors, LLC 0.00% No change 17 $2K
Arax Advisory Partners 0.00% New 16 $2K
Bogart Wealth, LLC 0.00% New 16 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 15 $2K
Versant Capital Management, Inc 0.00% No change 15 $2K
Ancora Advisors LLC 0.00% New 15 $2K
Leonteq Securities AG 0.00% Reduce -96.6% 14 $2K
FinTrust Capital Advisors, LLC 0.00% No change 13 $2K
SJS Investment Consulting Inc. 0.00% No change 13 $2K
Coppell Advisory Solutions LLC 0.00% — 13 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
Quent Capital, LLC 0.00% Reduce -31.3% 11 $1K
IFP Advisors, Inc 0.00% No change 7 $882
Abich Financial Wealth Management LLC 0.00% New 6 $756
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 6 $756
Jones Financial Companies LLLP 0.00% New 5 $630
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $630
CVA Family Office, LLC 0.00% New 4 $504
Global Retirement Partners, LLC 0.00% Reduce -83.3% 4 $504
Pacific Capital Wealth Advisors, Inc. 0.00% New 2 $252
Rothschild Investment LLC 0.00% No change 1 $126
Larson Financial Group LLC 0.00% Reduce -97.8% 1 $126
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.