MasimoMASI

13F holders, Q3 2024 (September 30)
362holders +10
59new positions
48sold out
9famous investors
$133.21avg. 13F price*

At the end of Q3 2024, 362 institutions reported holding Masimo Corp. (MASI) in their 13F filings, up 10 from Q2 2024. 59 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($1.2B), FMR LLC ($900.9M) and Politan Capital Management LP ($628.6M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Mario Gabelli (0.1% of GAMCO Investors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions59$101.0M
Exits48$211.6M

All 13F filers, Q2 2024 → Q3 2024: 6,495,864 shares bought and 5,084,969 shares sold, net +1,410,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

BlackRock, Inc. 0.02% — 8,822,269 $1.2B
FMR LLC 0.05% Add +41.2% 6,756,618 $900.9M
Politan Capital Management LP 35.50% No change 4,714,746 $628.6M
Vanguard Group Inc. 0.01% Reduce -4.6% 4,520,487 $602.7M
T. Rowe Price Investment Management, Inc. 0.12% Add +32.2% 1,526,488 $203.5M
RTW Investments, LP 2.82% No change 1,462,400 $195.0M
State Street Corp. 0.01% Add +0.7% 1,438,814 $191.8M
Westfield Capital Management Co. LP 0.84% Add +23.2% 1,394,056 $185.9M
Capital Research Global Investors 0.04% Add +28.7% 1,360,328 $181.4M
Farallon Capital Management, L.L.C. 0.93% Add +12.4% 1,258,563 $167.8M
Ace Management Global Ltd. 38.42% Reduce -9.0% 965,504 $128.7M
Holocene Advisors, LP 0.47% Reduce -15.6% 875,159 $116.7M
Geode Capital Management, LLC 0.01% Add +1.5% 792,886 $105.7M
Massachusetts Financial Services Co. 0.03% Add +9.8% 792,166 $105.6M
Liontrust Investment Partners LLP 1.45% No change 808,693 $101.8M
Alyeska Investment Group, L.P. 0.51% Add +72.9% 745,127 $99.3M
Morgan Stanley 0.01% Add +54.9% 736,856 $98.2M
Schroder Investment Management Group 0.10% Add +38.6% 732,621 $97.6M
Dimensional Fund Advisors LP 0.02% Add +13.7% 597,698 $79.7M
Man Group plc 0.16% Add +37.1% 399,945 $53.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.8% 372,183 $49.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.9% 370,028 $49.3M
Baron Capital (BAMCO) 0.12% No change 347,200 $46.3M
Two Sigma Investments, LP 0.11% Add +36.6% 342,827 $45.7M
Bank of New York Mellon Corp 0.01% Reduce -12.3% 341,960 $45.6M
Ensemble Capital Management, LLC 3.85% Reduce -16.4% 340,355 $45.4M
Goldman Sachs Group Inc. 0.01% Add +145.8% 332,076 $44.3M
Northern Trust Corp. 0.01% Reduce -5.1% 301,041 $40.1M
Norges Bank 0.00% Add +424.5% 255,388 $34.1M
Comerica Bank 0.13% Add +28.5% 245,081 $32.7M
ING Groep NV 0.19% Add +143.3% 240,900 $32.1M
Two Sigma Advisers, LP 0.07% Add +95.9% 218,600 $29.1M
Ameriprise Financial Inc. 0.01% Add +117.7% 199,861 $26.6M
Citadel Advisors 0.03% Reduce -16.7% 189,549 $25.3M
Cramer Rosenthal McGlynn LLC 1.37% Add +923.3% 185,017 $24.7M
Raymond James & Associates 0.01% Reduce -3.0% 175,050 $23.3M
Clearline Capital LP 1.89% New 160,029 $21.3M
JPMorgan Chase & Co. 0.00% Add +5.2% 155,853 $20.8M
Gotham Asset Management 0.21% Add +90.0% 153,486 $20.5M
Rockefeller Capital Management L.P. 0.05% Add +4.2% 137,393 $18.3M
National Bank of Canada 0.02% Add +195.6% 132,500 $17.7M
Rhumbline Advisers 0.02% Reduce -0.6% 127,014 $16.9M
Federated Hermes, Inc. 0.03% Reduce -11.7% 118,615 $15.8M
Bank of America Corp. 0.00% Add +2.5% 117,845 $15.7M
Retirement Systems of Alabama 0.06% Reduce -20.8% 114,260 $15.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.9% 112,471 $15.0M
FIL Ltd 0.01% Add +38.8% 105,708 $14.1M
Canada Pension Plan Investment Board 0.01% New 104,300 $13.9M
Principal Financial Group Inc. 0.01% Reduce -31.0% 102,507 $13.7M
Twin Tree Management, LP 0.29% New 94,416 $12.6M
Legal & General Group Plc 0.00% Add +1.0% 94,065 $12.5M
Swiss National Bank 0.01% Reduce -0.2% 88,300 $11.8M
Invesco Ltd. 0.00% Add +2.5% 85,158 $11.4M
GAMCO Investors 0.12% No change 84,500 $11.3M
Nuveen Asset Management, LLC 0.00% Reduce -27.6% 83,727 $11.2M
California Public Employees Retirement System 0.01% Reduce -1.9% 73,313 $9.8M
T. Rowe Price Associates Inc. 0.00% Add +2.1% 69,716 $9.3M
Alliancebernstein L.P. 0.00% Add +11.1% 68,804 $9.2M
Citigroup Inc. 0.01% Add +38.8% 62,088 $8.3M
Montanaro Asset Management Ltd 1.32% Add +3.7% 55,700 $7.4M
Erste Asset Management GmbH 0.09% Reduce -35.3% 55,000 $7.3M
UBS Group AG 0.00% Add +24.7% 54,682 $7.3M
Capital Fund Management S.A. 0.08% Add +128.2% 53,726 $7.2M
Squarepoint Ops LLC 0.02% Add +449.5% 53,226 $7.1M
Corebridge Financial, Inc. 0.04% Reduce -7.4% 52,466 $7.0M
Wells Fargo & Company 0.00% Add +3.3% 51,598 $6.9M
Logan Capital Management Inc. 0.28% Reduce -1.4% 50,352 $6.7M
Wilmington Savings Fund Society, FSB 0.12% Reduce -0.5% 49,064 $6.5M
HRT Financial LP 0.03% Add +105.5% 48,009 $6.4M
Nomura Holdings Inc. 0.05% New 47,584 $6.3M
TD Asset Management Inc 0.01% Add +36.8% 46,308 $6.2M
New York State Teachers Retirement System 0.01% Reduce -7.3% 45,448 $6.1M
Walleye Capital LLC 0.07% Add +5947.8% 44,875 $6.0M
NS Partners Ltd 0.24% Add +2.3% 43,037 $5.7M
State Board of Administration of Florida Retirement System 0.01% No change 42,901 $5.7M
California State Teachers Retirement System 0.01% Reduce -2.6% 42,612 $5.7M
Sterling Capital Management LLC 0.07% — 40,939 $5.5M
Barclays PLC 0.00% Add +152.6% 39,957 $5.3M
PEAK6 Investments LLC 0.26% Add +22.2% 39,515 $5.3M
CANADA LIFE ASSURANCE Co 0.01% Add +37.0% 37,560 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.2% 36,526 $4.9M
Bank of Nova Scotia 0.01% New 35,438 $4.7M
Roubaix Capital, LLC 2.50% Add +37.0% 34,041 $4.5M
Susquehanna Portfolio Strategies, LLC 0.31% Reduce -52.6% 33,995 $4.5M
Gabelli Funds LLC 0.03% No change 33,000 $4.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 30,900 $4.1M
South Dakota Investment Council 0.08% No change 30,611 $4.1M
Millennium Management 0.00% Reduce -96.1% 29,253 $3.9M
SG Americas Securities, LLC 0.01% New 28,967 $3.9M
Sei Investments Co. 0.00% Add +19.0% 28,082 $3.7M
Zacks Investment Management 0.03% Reduce -1.1% 26,558 $3.5M
Envestnet Asset Management Inc. 0.00% Add +18.9% 26,528 $3.5M
New York State Common Retirement Fund 0.00% Reduce -30.7% 26,163 $3.5M
Westmount Partners, LLC 1.04% No change 25,991 $3.5M
Amundi 0.00% New 24,035 $3.4M
State of Wisconsin Investment Board 0.01% Add +36.2% 25,141 $3.4M
Troluce Capital Advisors LLC 0.60% New 25,000 $3.3M
Jane Street Group, LLC 0.01% Reduce -16.6% 24,680 $3.3M
D. E. Shaw & Co. 0.00% New 24,358 $3.2M
Mutual of America Capital Management LLC 0.03% Reduce -6.5% 23,865 $3.2M
MetLife Investment Management, LLC 0.02% Reduce -2.7% 23,812 $3.2M
Janus Henderson Group PLC 0.00% No change 21,800 $2.9M
Amalgamated Bank 0.02% Reduce -6.4% 21,313 $2.8M
Assenagon Asset Management S.A. 0.01% Reduce -58.1% 21,263 $2.8M
BNP Paribas Financial Markets 0.00% Add +76.5% 19,982 $2.7M
Algert Global LLC 0.07% Add +37.9% 19,139 $2.6M
Nordea Investment Management AB 0.00% New 19,040 $2.5M
Abn Amro Investment Solutions 0.04% Reduce -2.1% 19,037 $2.5M
Treasurer of the State of North Carolina 0.01% Add +0.4% 18,715 $2.5M
Cardinal Capital Management 0.38% Add +19.9% 18,517 $2.5M
Storebrand Asset Management As 0.01% Reduce -36.7% 17,732 $2.4M
Brown Advisory Inc. 0.00% Reduce -0.7% 17,451 $2.3M
Teacher Retirement System of Texas 0.01% Add +377.5% 17,435 $2.3M
XTX Topco Ltd 0.17% New 17,157 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -12.7% 16,737 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +1.2% 16,736 $2.2M
AQR Capital Management 0.00% New 16,216 $2.2M
Public Employees Retirement System of Ohio 0.01% Reduce -4.6% 15,976 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -19.1% 15,731 $2.1M
Brevan Howard Capital Management LP 0.10% Add +281.7% 15,456 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.5% 15,451 $2.1M
Birchview Capital, LP 1.76% No change 15,280 $2.0M
Creative Planning 0.00% Reduce -5.9% 14,700 $2.0M
NEOS Investment Management LLC 0.06% Add +8.3% 14,610 $1.9M
Onex Canada Asset Management Inc. 0.23% New 14,425 $1.9M
Picton Mahoney Asset Management 0.07% Reduce -39.9% 14,457 $1.9M
Natixis 0.01% Reduce -86.4% 14,386 $1.9M
Advisors Asset Management, Inc. 0.03% Add +3.6% 14,216 $1.9M
Ensign Peak Advisors, Inc 0.00% No change 14,161 $1.9M
Empower Advisory Group, LLC 0.01% Add +0.0% 14,066 $1.9M
Lockerman Financial Group, Inc. 3.07% Reduce -5.6% 13,600 $1.8M
Royal Bank of Canada 0.00% Reduce -49.8% 13,485 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.2% 13,285 $1.8M
Handelsbanken Fonder AB 0.01% Add +17.8% 13,230 $1.8M
Voya Investment Management LLC 0.00% Reduce -6.4% 13,058 $1.7M
Arizona State Retirement System 0.01% Add +3.4% 13,017 $1.7M
STRS Ohio 0.01% New 12,788 $1.7M
Exchange Traded Concepts, LLC 0.04% Add +17.4% 12,550 $1.7M
Simplex Trading, LLC 0.06% Add +97.0% 12,529 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -3.2% 12,200 $1.6M
Paradigm Capital Management Inc. 0.07% No change 11,353 $1.5M
American Century Companies Inc. 0.00% Add +5.8% 11,285 $1.5M
Axq Capital, LP 0.45% New 11,133 $1.5M
Teza Capital Management LLC 0.16% Add +11.7% 10,919 $1.5M
State of Michigan Retirement System 0.01% Reduce -1.9% 10,496 $1.4M
Edgestream Partners, L.P. 0.06% Add +103.9% 10,449 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -99.2% 10,373 $1.4M
Shay Capital LLC 0.40% New 10,150 $1.4M
Engineers Gate Manager LP 0.03% Reduce -9.9% 9,980 $1.3M
New Mexico Educational Retirement Board 0.04% No change 9,900 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.6% 9,796 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.5% 9,733 $1.3M
Versor Investments LP 0.20% Add +81.7% 9,591 $1.3M
Intech Investment Management LLC 0.01% Reduce -8.1% 9,444 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 9,309 $1.2M
Woodline Partners LP 0.01% Reduce -95.0% 9,300 $1.2M
Victory Capital Management Inc. 0.00% Reduce -5.9% 9,240 $1.2M
ClariVest Asset Management LLC 0.12% No change 9,609 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.5% 9,059 $1.2M
Bank of Montreal 0.00% Add +58.2% 9,064 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -3.2% 8,966 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -68.8% 8,959 $1.2M
Raymond James Trust N.A. 0.03% Add +37.4% 8,814 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -24.7% 8,791 $1.2M
DE Burlo Group Inc. 0.14% Reduce -11.2% 8,752 $1.2M
Quantitative Investment Management, LLC 0.11% Reduce -22.4% 8,640 $1.2M
Gsa Capital Partners LLP 0.08% Reduce -32.6% 8,230 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,877 $1.1M
WINTON GROUP Ltd 0.07% New 7,712 $1.0M
Bridgewater Associates 0.01% Reduce -27.2% 7,617 $1.0M
Baird Financial Group, Inc. 0.00% Add +66.2% 7,284 $971K
Osaic Holdings, Inc. 0.00% Reduce -5.6% 7,280 $971K
Lombard Odier Asset Management (USA) Corp 0.41% New 7,171 $956K
Acadian Asset Management LLC 0.00% New 7,169 $953K
Eukles Asset Management 0.37% Reduce -4.0% 7,004 $934K
Xponance LLC 0.01% Reduce -0.3% 6,726 $897K
Prudential Financial Inc. 0.00% Add +198.8% 6,636 $885K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -3.5% 6,453 $860K
Pacer Advisors, Inc. 0.00% Reduce -3.4% 6,452 $860K
Pictet Asset Management Holding SA 0.00% Add +7.1% 5,784 $771K
Avior Wealth Management, LLC 0.03% Add +16.5% 5,731 $764K
Deutsche Bank AG 0.00% Reduce -0.4% 5,691 $759K
Susquehanna International Group, LLP 0.00% Reduce -75.1% 5,668 $756K
Vanguard Personalized Indexing Management, LLC 0.01% Add +4.3% 5,607 $748K
Pathstone Holdings, LLC 0.00% Reduce -1.9% 5,572 $743K
First Trust Advisors LP 0.00% Reduce -93.2% 5,376 $717K
State of Alaska, Department of Revenue 0.01% Add +7.2% 5,139 $685K
Centiva Capital, LP 0.03% New 5,087 $678K
Public Employees Retirement Association of Colorado 0.00% No change 4,841 $645K
HighTower Advisors, LLC 0.00% Reduce -7.8% 4,810 $640K
Orion Porfolio Solutions, LLC 0.01% Reduce -10.3% 4,681 $624K
Orion Portfolio Solutions, LLC 0.01% Reduce -10.3% 4,681 $624K
Allianz Asset Management GmbH 0.00% Reduce -32.1% 4,557 $608K
Graham Capital Management, L.P. 0.03% New 4,483 $598K
Fred Alger Management, LLC 0.00% New 4,459 $595K
Brown Capital Management LLC 0.01% Reduce -83.6% 4,404 $587K
US Bancorp \de 0.00% Reduce -2.3% 4,370 $583K
Guggenheim Capital LLC 0.00% Reduce -3.4% 4,347 $580K
Neuberger Berman Group LLC 0.00% Reduce -2.7% 4,297 $573K
SteelPeak Wealth, LLC 0.03% New 4,274 $570K
Commerce Bank 0.00% Add +0.8% 4,221 $563K
Private Advisor Group, LLC 0.00% Reduce -4.3% 4,155 $554K
Truist Financial Corp. 0.00% Reduce -5.6% 3,895 $519K
ADAR1 Capital Management, LLC 0.09% Add +10147.4% 3,894 $519K
Y-Intercept (Hong Kong) Ltd 0.03% New 3,893 $519K
Corient Private Wealth LP 0.00% Reduce -4.0% 3,886 $518K
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 3,845 $513K
NorthCoast Asset Management LLC 0.00% New 3,902 $499K
Janney Montgomery Scott LLC 0.00% Reduce -17.9% 3,698 $493K
Verus Capital Partners, LLC 0.05% No change 3,651 $487K
Oppenheimer Asset Management Inc. 0.01% New 3,584 $478K
LPL Financial LLC 0.00% Add +0.5% 3,507 $468K
Oxford Financial Group, LTD. LLC 0.03% No change 3,446 $459K
Securian Asset Management, Inc. 0.01% Reduce -3.5% 3,433 $458K
Crossmark Global Holdings, Inc. 0.01% Add +14.4% 3,248 $433K
Vontobel Holding Ltd. 0.00% Add +0.2% 3,186 $425K
Mariner, LLC 0.00% Reduce -54.3% 3,138 $418K
M&G PLC 0.00% Reduce -5.8% 3,053 $406K
Malaga Cove Capital, LLC 0.16% New 3,005 $401K
DAFNA Capital Management LLC 0.10% No change 3,000 $400K
Inspire Investing, LLC 0.04% New 2,964 $395K
180 Wealth Advisors, LLC 0.06% Add +2.2% 2,782 $371K
Sigma Planning Corp 0.01% No change 2,765 $369K
Buckhead Capital Management LLC 0.11% No change 2,650 $353K
North Star Asset Management Inc. 0.02% Reduce -24.6% 2,571 $343K
Wesleyan Assurance Society 0.03% No change 2,550 $340K
M&T Bank Corp 0.00% Add +2.3% 2,536 $338K
Inceptionr LLC 0.08% New 2,455 $327K
Maryland State Retirement & Pension System 0.01% Reduce -34.5% 2,447 $326K
KCM Investment Advisors LLC 0.01% No change 2,415 $322K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.1% 2,408 $321K
Allspring Global Investments Holdings, LLC 0.00% Add +5340.9% 2,394 $319K
Tidal Investments LLC 0.00% New 2,389 $319K
Utah Retirement Systems 0.00% Reduce -67.7% 2,300 $307K
Coldstream Capital Management Inc. 0.01% Reduce -6.9% 2,281 $305K
Mission Wealth Management, LP 0.01% Add +0.2% 2,205 $294K
Hardy Reed LLC 0.03% No change 2,172 $290K
Cadence Bank 0.02% No change 2,172 $290K
AlphaQuest LLC 0.03% Add +8360.0% 2,115 $282K
Quantinno Capital Management LP 0.00% Reduce -45.9% 2,110 $281K
Empowered Funds, LLC 0.00% New 2,095 $279K
MML Investors Services, LLC 0.00% Add +4.9% 2,056 $274K
Vestmark Advisory Solutions, Inc. 0.01% New 2,042 $272K
AE Wealth Management LLC 0.00% Add +2.3% 1,980 $264K
Tudor Investment Corporation 0.00% Reduce -88.0% 1,965 $262K
Cerity Partners LLC 0.00% New 1,953 $260K
ProShare Advisors LLC 0.00% Reduce -8.5% 1,925 $257K
State of Wyoming 0.04% Add +4936.8% 1,914 $255K
Verition Fund Management LLC 0.00% New 1,840 $245K
Franklin Resources Inc. 0.00% Reduce -11.9% 1,683 $243K
Kapitalo Investimentos Ltda 0.06% New 1,815 $242K
SeaCrest Wealth Management, LLC 0.03% No change 1,790 $239K
Stifel Financial Corp. 0.00% New 1,716 $229K
Shelton Capital Management 0.01% No change 1,713 $228K
Perissos Private Wealth Management, LLC 0.18% No change 1,700 $227K
Northwestern Mutual Wealth Management Co. 0.00% Add +374.3% 1,660 $221K
Pitcairn Co. 0.01% Reduce -9.1% 1,635 $218K
Qsemble Capital Management, LP 0.04% Reduce -41.6% 1,617 $216K
Cambridge Investment Research Advisors, Inc. 0.00% New 1,542 $206K
CIBC Asset Management Inc 0.00% New 1,544 $206K
Cresset Asset Management, LLC 0.00% New 1,528 $204K
Quadrant Capital Group LLC 0.01% Reduce -10.1% 1,376 $183K
KBC Group NV 0.00% Add +17.3% 1,280 $171K
Assetmark, Inc. 0.00% Add +12.7% 1,183 $158K
Whittier Trust Co. 0.00% No change 1,134 $151K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.7% 1,073 $143K
Cwm, LLC 0.00% Reduce -8.0% 1,070 $143K
Resona Asset Management Co.,Ltd. 0.00% Add +17.4% 987 $131K
Harbor Investment Advisory, LLC 0.01% No change 970 $129K
United Community Bank 0.05% Reduce -5.0% 956 $127K
Harvest Fund Management Co., Ltd 0.01% New 886 $118K
Fifth Third Bancorp 0.00% Add +4.0% 723 $96K
Clearstead Advisors, LLC 0.00% Add +14.2% 685 $91K
C M Bidwell & Associates Ltd. 0.05% Add +5.2% 626 $83K
HHM Wealth Advisors, LLC 0.01% No change 625 $83K
VitalStone Financial, LLC 0.05% No change 597 $80K
Lazard Asset Management LLC 0.00% Add +1.7% 593 $79K
Barrett & Company, Inc. 0.03% Reduce -50.0% 567 $76K
Russell Investments Group, Ltd. 0.00% Reduce -12.9% 518 $69K
Danske Bank A/S 0.00% New 500 $67K
Huntington National Bank 0.00% Add +9.3% 421 $56K
Signaturefd, LLC 0.00% Reduce -4.7% 403 $54K
Catalyst Funds Management Pty Ltd 0.01% New 400 $53K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $48K
Lindbrook Capital, LLC 0.00% Reduce -6.8% 299 $40K
Parallel Advisors, LLC 0.00% Reduce -19.6% 262 $35K
Quarry LP 0.01% Reduce -80.3% 252 $34K
MassMutual Private Wealth & Trust, FSB 0.00% No change 239 $32K
Leonteq Securities AG 0.00% Add +1535.7% 229 $31K
Lanark Financial, Inc. 0.00% Add +47.1% 228 $30K
Hilltop National Bank 0.01% No change 218 $29K
Harbour Investments, Inc. 0.00% No change 202 $27K
GAMMA Investing LLC 0.00% Reduce -23.9% 197 $26K
Smartleaf Asset Management LLC 0.00% Add +245.4% 190 $25K
WASHINGTON TRUST Co 0.00% Reduce -59.8% 184 $25K
Riverview Trust Co 0.02% No change 169 $23K
Allworth Financial LP 0.00% Reduce -0.6% 160 $21K
EverSource Wealth Advisors, LLC 0.00% Reduce -41.4% 160 $21K
Rise Advisors, LLC 0.01% No change 154 $21K
Spire Wealth Management 0.00% Reduce -0.7% 144 $19K
Blue Trust, Inc. 0.00% Add +334.5% 126 $16K
LGT Financial Advisors LLC 0.04% No change 114 $15K
NewEdge Advisors, LLC 0.00% Reduce -28.2% 112 $15K
Summit Securities Group LLC 0.01% New 107 $14K
Center for Financial Planning, Inc. 0.00% No change 100 $13K
Bessemer Group Inc. 0.00% Add +37.1% 96 $13K
Optiver Holding B.V. 0.00% New 94 $13K
Farther Finance Advisors, LLC 0.00% Add +3.4% 91 $12K
Sound Income Strategies, LLC 0.00% No change 85 $11K
Covestor Ltd 0.01% Add +1.3% 81 $11K
CI Investments Inc. 0.00% Reduce -92.7% 83 $11K
CENTRAL TRUST Co 0.00% No change 79 $11K
True Wealth Design, LLC 0.00% New 70 $9K
SouthState Bank Corp 0.00% No change 70 $9K
UMB Bank, n.a. 0.00% Add +209.1% 68 $9K
Smithfield Trust Co 0.00% No change 65 $9K
Principal Securities, Inc. 0.00% Add +45.0% 58 $8K
Colonial Trust Advisors 0.00% No change 57 $8K
Investors Research Corp 0.00% No change 50 $7K
Clean Yield Group 0.00% No change 49 $7K
First Horizon Advisors, Inc. 0.00% No change 41 $5K
CIBC Private Wealth Group LLC 0.00% No change 40 $5K
Brooklyn Investment Group 0.00% New 39 $5K
Sunbelt Securities, Inc. 0.00% Add +90.0% 38 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $5K
Nisa Investment Advisors, LLC 0.00% Reduce -11.8% 30 $4K
Valley Wealth Managers, Inc. 0.00% No change 26 $3K
Sachetta, LLC 0.00% No change 23 $3K
Versant Capital Management, Inc 0.00% Add +40.0% 21 $3K
WealthCollab, LLC 0.00% No change 20 $3K
Kiely Wealth Advisory Group, Inc. 0.00% No change 15 $2K
Parkside Financial Bank & Trust 0.00% Reduce -35.7% 18 $2K
JFS Wealth Advisors, LLC 0.00% Add +5.9% 18 $2K
Farmers & Merchants Investments Inc. 0.00% No change 18 $2K
Bell Investment Advisors, Inc 0.00% Reduce -26.1% 17 $2K
Arax Advisory Partners 0.00% No change 16 $2K
Private Wealth Management Group, LLC 0.00% Reduce -60.5% 15 $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% No change 13 $2K
Geneos Wealth Management Inc. 0.00% New 12 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
Earned Wealth Advisors, LLC 0.00% New 11 $1K
Quent Capital, LLC 0.00% No change 11 $1K
Continuum Advisory, LLC 0.00% New 9 $1K
Larson Financial Group LLC 0.00% Add +800.0% 9 $1K
J.Safra Asset Management Corp 0.00% New 9 $1K
Hemington Wealth Management 0.00% New 12 $1K
IFP Advisors, Inc 0.00% No change 7 $933
Ashton Thomas Securities, LLC 0.00% New 6 $800
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $800
Mather Group, Llc. 0.00% Reduce -89.3% 6 $800
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $667
Prestige Wealth Management Group LLC 0.00% New 4 $534
Global Retirement Partners, LLC 0.00% No change 4 $533
Abound Wealth Management 0.00% New 3 $400
CoreCap Advisors, LLC 0.00% New 3 $400
Claris Advisors, LLC / Mo / 0.00% New 2 $267
Bokf, NA 0.00% New 2 $265
First Personal Financial Services 0.00% New 1 $134
Rothschild Investment LLC 0.00% No change 1 $133
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.