MasimoMASI

13F holders, Q4 2024 (December 31)
365holders +3
45new positions
49sold out
8famous investors
$165.36avg. 13F price*

At the end of Q4 2024, 365 institutions reported holding Masimo Corp. (MASI) in their 13F filings, up 3 from Q3 2024. 45 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($1.4B), FMR LLC ($1.3B) and Politan Capital Management LP ($779.3M). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions45$117.2M
Exits49$145.9M

All 13F filers, Q3 2024 → Q4 2024: 7,933,172 shares bought and 6,820,140 shares sold, net +1,113,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 365 holders

BlackRock, Inc. 0.03% Reduce -1.4% 8,698,213 $1.4B
FMR LLC 0.08% Add +19.8% 8,097,454 $1.3B
Politan Capital Management LP 50.51% No change 4,714,746 $779.3M
Vanguard Group Inc. 0.01% Add +1.5% 4,586,702 $758.2M
Capital Research Global Investors 0.08% Add +80.5% 2,454,975 $405.8M
Massachusetts Financial Services Co. 0.09% Add +119.0% 1,735,167 $286.8M
T. Rowe Price Investment Management, Inc. 0.17% Add +8.9% 1,662,376 $274.8M
State Street Corp. 0.01% Add +1.7% 1,463,466 $241.9M
Alliancebernstein L.P. 0.05% Add +1276.9% 947,391 $156.6M
Holocene Advisors, LP 0.45% Reduce -4.5% 835,660 $138.1M
Geode Capital Management, LLC 0.01% Add +1.0% 801,125 $132.5M
Liontrust Investment Partners LLP 1.90% Reduce -1.9% 792,935 $131.1M
Westfield Capital Management Co. LP 0.55% Reduce -44.9% 768,858 $127.1M
Morgan Stanley 0.01% Add +0.1% 737,841 $122.0M
RTW Investments, LP 1.71% Reduce -53.3% 683,294 $112.9M
Dimensional Fund Advisors LP 0.03% Add +8.4% 647,720 $107.1M
Alyeska Investment Group, L.P. 0.36% Reduce -22.3% 578,635 $95.6M
Schroder Investment Management Group 0.09% Reduce -22.7% 566,469 $95.5M
Citadel Advisors 0.07% Add +132.7% 441,025 $72.9M
Millennium Management 0.06% Add +1294.9% 408,058 $67.5M
Farallon Capital Management, L.L.C. 0.35% Reduce -68.5% 397,000 $65.6M
Northern Trust Corp. 0.01% Add +27.5% 383,869 $63.5M
Charles Schwab Investment Management Inc. 0.01% Add +2.1% 377,836 $62.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.4% 373,705 $61.8M
Corient Private Wealth LP 0.10% Add +8847.1% 347,683 $57.5M
Bank of New York Mellon Corp 0.01% Reduce -1.4% 337,221 $55.7M
Baron Capital (BAMCO) 0.13% Reduce -11.5% 307,144 $50.8M
Invesco Ltd. 0.01% Add +226.4% 277,960 $45.9M
T. Rowe Price Associates Inc. 0.00% Add +259.7% 250,786 $41.5M
Point72 Asset Management 0.12% New 248,499 $41.1M
Cramer Rosenthal McGlynn LLC 2.08% Add +20.4% 222,817 $36.8M
Assenagon Asset Management S.A. 0.06% Add +916.1% 216,051 $35.7M
Ameriprise Financial Inc. 0.01% Add +8.1% 215,946 $35.7M
Raymond James Financial Inc. 0.01% — 203,971 $33.7M
Goldman Sachs Group Inc. 0.01% Reduce -39.1% 202,252 $33.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +69.2% 190,246 $31.4M
UBS Group AG 0.01% Add +192.7% 160,028 $26.5M
Comerica Bank 0.09% Reduce -42.3% 141,378 $23.4M
Neuberger Berman Group LLC 0.02% Add +3114.4% 138,122 $22.8M
JPMorgan Chase & Co. 0.00% Reduce -17.5% 128,639 $21.3M
Gotham Asset Management 0.20% Reduce -16.8% 127,780 $21.1M
Rhumbline Advisers 0.02% Reduce -2.1% 124,373 $20.6M
Amundi 0.01% Add +363.8% 111,481 $18.8M
FIL Ltd 0.02% Add +4.4% 110,332 $18.2M
Bank of America Corp. 0.00% Reduce -8.9% 107,303 $17.7M
BLI - Banque de Luxembourg Investments 0.46% — 101,200 $17.1M
Principal Financial Group Inc. 0.01% Add +0.1% 102,660 $17.0M
Legal & General Group Plc 0.00% Add +3.3% 97,187 $16.1M
Great Lakes Advisors, LLC 0.14% New 95,730 $15.8M
Citigroup Inc. 0.01% Add +47.7% 91,691 $15.2M
Rockefeller Capital Management L.P. 0.04% Reduce -33.8% 90,901 $15.0M
Swiss National Bank 0.01% Add +1.3% 89,400 $14.8M
Catalio Capital Management, LP 3.16% — 87,377 $14.4M
Tidal Investments LLC 0.12% Add +3530.4% 86,731 $14.3M
TD Asset Management Inc 0.01% Add +82.8% 84,640 $14.0M
GAMCO Investors 0.15% No change 84,500 $14.0M
Erste Asset Management GmbH 0.17% Add +50.3% 82,652 $13.9M
Nuveen Asset Management, LLC 0.00% Reduce -9.5% 75,754 $12.5M
California Public Employees Retirement System 0.01% Reduce -4.2% 70,229 $11.6M
Man Group plc 0.03% Reduce -83.8% 64,889 $10.7M
Point72 (DIFC) Ltd 0.87% New 58,417 $9.7M
Walleye Capital LLC 0.10% Add +22.4% 54,938 $9.1M
Retirement Systems of Alabama 0.03% Reduce -52.7% 54,035 $8.9M
Barclays PLC 0.00% Add +33.2% 53,219 $8.8M
Federated Hermes, Inc. 0.02% Reduce -55.5% 52,734 $8.7M
Manufacturers Life Insurance Company, The 0.01% Add +40.9% 51,457 $8.5M
Woodline Partners LP 0.06% Add +450.4% 51,185 $8.5M
Corebridge Financial, Inc. 0.05% Reduce -3.7% 50,536 $8.4M
Allspring Global Investments Holdings, LLC 0.01% Add +1936.9% 48,764 $8.2M
Logan Capital Management Inc. 0.33% Reduce -5.1% 47,787 $7.9M
Ace Management Global Ltd. 100.00% Reduce -95.1% 47,694 $7.9M
First Trust Advisors LP 0.01% Add +780.4% 47,328 $7.8M
Montanaro Asset Management Ltd 1.59% Reduce -16.5% 46,500 $7.7M
New York State Teachers Retirement System 0.02% Reduce -0.4% 45,248 $7.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -0.1% 42,861 $7.1M
NS Partners Ltd 0.29% Reduce -0.9% 42,649 $7.0M
Picton Mahoney Asset Management 0.27% Add +194.7% 42,610 $7.0M
LMR Partners LLP 0.16% New 42,448 $7.0M
California State Teachers Retirement System 0.01% Reduce -0.5% 42,383 $7.0M
Two Sigma Investments, LP 0.02% Reduce -88.4% 39,889 $6.6M
CANADA LIFE ASSURANCE Co 0.01% No change 37,560 $6.2M
Onex Canada Asset Management Inc. 0.73% Add +156.9% 37,061 $6.1M
Atika Capital Management LLC 0.79% New 36,800 $6.1M
Baird Financial Group, Inc. 0.01% Add +369.5% 34,198 $5.7M
Norges Bank 0.00% Reduce -86.9% 33,394 $5.5M
Gabelli Funds LLC 0.04% No change 33,000 $5.5M
O'shaughnessy Asset Management, LLC 0.04% New 31,375 $5.2M
Envestnet Asset Management Inc. 0.00% Add +17.3% 31,107 $5.1M
South Dakota Investment Council 0.10% No change 30,611 $5.1M
Jane Street Group, LLC 0.01% Add +23.5% 30,487 $5.0M
Royal Bank of Canada 0.00% Add +125.2% 30,371 $5.0M
Zacks Investment Management 0.04% Add +2.5% 27,229 $4.5M
Sei Investments Co. 0.01% Reduce -5.3% 26,601 $4.4M
Sterling Capital Management LLC 0.06% Reduce -36.0% 26,221 $4.3M
MetLife Investment Management, LLC 0.02% Add +9.3% 26,026 $4.3M
Westmount Partners, LLC 1.31% No change 25,991 $4.3M
Intech Investment Management LLC 0.04% Add +171.3% 25,622 $4.2M
ExodusPoint Capital Management, LP 0.04% New 25,426 $4.2M
Cinctive Capital Management LP 0.22% New 25,176 $4.2M
Bellevue Group AG 0.08% New 24,166 $4.0M
New York State Common Retirement Fund 0.01% Reduce -7.6% 24,163 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -1.6% 23,474 $3.9M
Advisors Asset Management, Inc. 0.07% Add +61.6% 22,974 $3.8M
Amalgamated Bank 0.03% Reduce -0.0% 21,304 $3.5M
Janus Henderson Group PLC 0.00% Reduce -3.7% 21,000 $3.5M
Fred Alger Management, LLC 0.02% Add +358.2% 20,430 $3.4M
Wells Fargo & Company 0.00% Reduce -61.7% 19,743 $3.3M
Russell Investments Group, Ltd. 0.00% Add +3703.7% 19,703 $3.3M
Nordea Investment Management AB 0.00% Add +0.8% 19,182 $3.2M
KBC Group NV 0.01% Add +1393.9% 19,122 $3.2M
Treasurer of the State of North Carolina 0.01% Add +2.0% 19,085 $3.2M
Cardinal Capital Management 0.49% Add +1.1% 18,720 $3.1M
Abn Amro Investment Solutions 0.06% Reduce -3.0% 18,473 $3.1M
Storebrand Asset Management As 0.01% No change 17,732 $2.9M
State of Wisconsin Investment Board 0.01% Reduce -32.6% 16,938 $2.8M
Teacher Retirement System of Texas 0.01% Reduce -2.9% 16,934 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 16,736 $2.8M
Calamos Advisors LLC 0.02% New 16,280 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -3.5% 16,155 $2.7M
Canada Pension Plan Investment Board 0.00% Reduce -84.6% 16,100 $2.7M
Police & Firemen's Retirement System of New Jersey 0.03% — 15,573 $2.6M
Brown Advisory Inc. 0.00% Reduce -11.1% 15,521 $2.6M
STRS Ohio 0.01% Add +20.4% 15,400 $2.5M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 15,300 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -4.3% 15,284 $2.5M
Birchview Capital, LP 2.06% No change 15,280 $2.5M
Ensign Peak Advisors, Inc 0.00% Add +5.0% 14,876 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.4% 14,771 $2.4M
Creative Planning 0.00% Reduce -3.4% 14,197 $2.3M
Empower Advisory Group, LLC 0.01% Reduce -0.0% 14,060 $2.3M
Wilmington Savings Fund Society, FSB 0.04% Reduce -72.0% 13,717 $2.3M
Lockerman Financial Group, Inc. 3.83% No change 13,600 $2.2M
Marshall Wace, LLP 0.00% New 13,289 $2.2M
Arizona State Retirement System 0.01% Add +1.3% 13,183 $2.2M
Handelsbanken Fonder AB 0.01% Reduce -2.3% 12,930 $2.1M
American Century Companies Inc. 0.00% Add +12.2% 12,659 $2.1M
Voya Investment Management LLC 0.00% Reduce -3.8% 12,559 $2.1M
Louisiana State Employees Retirement System 0.04% Add +0.8% 12,300 $2.0M
Bridgewater Associates 0.01% Add +49.5% 11,391 $1.9M
Paradigm Capital Management Inc. 0.09% No change 11,353 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.9% 11,305 $1.9M
Jefferies Financial Group Inc. 0.02% New 10,657 $1.8M
Exchange Traded Concepts, LLC 0.04% Reduce -15.9% 10,552 $1.7M
State of Michigan Retirement System 0.01% No change 10,496 $1.7M
Thrivent Financial for Lutherans 0.00% Add +0.8% 10,456 $1.7M
New Mexico Educational Retirement Board 0.06% No change 9,900 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.8% 9,876 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.8% 9,815 $1.6M
Lecap Asset Management Ltd. 0.44% New 9,720 $1.6M
Tema ETFs LLC 0.66% — 9,580 $1.6M
NEOS Investment Management LLC 0.04% Reduce -34.4% 9,580 $1.6M
KLP Kapitalforvaltning As 0.01% — 9,400 $1.6M
Illinois Municipal Retirement Fund 0.02% No change 9,309 $1.5M
Oregon Public Employees Retirement Fund 0.03% Add +1.3% 9,079 $1.5M
Victory Capital Management Inc. 0.00% Reduce -2.5% 9,004 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.7% 8,901 $1.5M
DE Burlo Group Inc. 0.19% Reduce -2.3% 8,552 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.0% 8,195 $1.4M
Townsquare Capital LLC 0.02% New 8,126 $1.3M
HRT Financial LP 0.01% Reduce -83.3% 8,033 $1.3M
Verition Fund Management LLC 0.01% Add +306.6% 7,481 $1.2M
Xponance LLC 0.01% Add +4.5% 7,025 $1.2M
Guggenheim Capital LLC 0.01% Add +61.5% 7,021 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -64.9% 7,020 $1.2M
HighTower Advisors, LLC 0.00% Add +41.6% 6,813 $1.1M
Pacer Advisors, Inc. 0.00% No change 6,452 $1.1M
Pictet Asset Management Holding SA 0.00% Add +10.5% 6,392 $1.1M
Navellier & Associates Inc. 0.13% New 6,310 $1.0M
Deutsche Bank AG 0.00% Add +9.2% 6,217 $1.0M
Bank of Montreal 0.00% Reduce -32.6% 6,111 $1.0M
Polar Capital Holdings Plc 0.01% New 6,023 $996K
Nomura Holdings Inc. 0.01% Reduce -87.6% 5,897 $975K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.5% 5,692 $941K
Eukles Asset Management 0.40% Reduce -19.1% 5,670 $937K
Landscape Capital Management, L.L.C. 0.10% New 5,586 $923K
Pathstone Holdings, LLC 0.00% Reduce -0.9% 5,520 $912K
HSBC Holdings PLC 0.00% New 5,494 $912K
B.O.S.S. Retirement Advisors, LLC 0.25% New 5,332 $881K
State of Alaska, Department of Revenue 0.01% Reduce -1.4% 5,069 $837K
Nisa Investment Advisors, LLC 0.00% Add +16740.0% 5,052 $835K
Quantitative Investment Management, LLC 0.06% Reduce -42.8% 4,942 $816K
Commerce Bank 0.01% Add +16.1% 4,900 $810K
Public Employees Retirement Association of Colorado 0.00% No change 4,841 $800K
Orion Porfolio Solutions, LLC 0.01% Add +2.1% 4,778 $790K
Orion Portfolio Solutions, LLC 0.01% Add +2.1% 4,778 $790K
PNC Financial Services Group, Inc. 0.00% Add +21.9% 4,685 $774K
Oppenheimer Asset Management Inc. 0.01% Add +27.5% 4,568 $755K
Two Sigma Advisers, LP 0.00% Reduce -97.9% 4,500 $744K
WINTON GROUP Ltd 0.05% Reduce -42.8% 4,410 $729K
LPL Financial LLC 0.00% Add +22.9% 4,310 $712K
US Bancorp \de 0.00% Reduce -2.1% 4,280 $707K
Private Advisor Group, LLC 0.00% Add +2.5% 4,260 $704K
SteelPeak Wealth, LLC 0.03% Reduce -4.0% 4,105 $679K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -39.2% 3,924 $672K
Quantinno Capital Management LP 0.01% Add +89.1% 3,990 $660K
Schonfeld Strategic Advisors LLC 0.00% Reduce -54.7% 3,980 $658K
New Age Alpha Advisors, LLC 0.03% New 3,971 $656K
Harvest Fund Management Co., Ltd 0.03% Add +339.2% 3,891 $656K
RFG Advisory, LLC 0.02% New 3,905 $645K
NorthCoast Asset Management LLC 0.00% Reduce -0.3% 3,892 $643K
Empowered Funds, LLC 0.01% Add +85.7% 3,891 $643K
Verus Capital Partners, LLC 0.06% No change 3,651 $604K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -88.4% 3,587 $593K
Mariner, LLC 0.00% Add +10.2% 3,459 $572K
AQR Capital Management 0.00% Reduce -78.8% 3,442 $569K
Oxford Financial Group, LTD. LLC 0.04% Reduce -0.5% 3,430 $567K
Truist Financial Corp. 0.00% Reduce -13.1% 3,385 $560K
Sigma Planning Corp 0.02% Add +21.7% 3,365 $556K
Lido Advisors, LLC 0.00% New 3,356 $555K
Janney Montgomery Scott LLC 0.00% Reduce -9.4% 3,352 $554K
Securian Asset Management, Inc. 0.02% Reduce -2.9% 3,333 $551K
Avior Wealth Management, LLC 0.02% Reduce -42.8% 3,279 $542K
Farringdon Capital, Ltd. 0.22% — 3,217 $532K
PEAK6 LLC 0.02% — 3,196 $528K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.7% 3,160 $522K
Vestmark Advisory Solutions, Inc. 0.02% Add +51.1% 3,085 $510K
DAFNA Capital Management LLC 0.13% No change 3,000 $496K
Malaga Cove Capital, LLC 0.19% Reduce -0.7% 2,984 $493K
Franklin Resources Inc. 0.00% Add +73.8% 2,925 $484K
AE Wealth Management LLC 0.00% Add +44.0% 2,852 $471K
Inceptionr LLC 0.10% Add +13.7% 2,792 $462K
180 Wealth Advisors, LLC 0.07% Reduce -1.0% 2,753 $455K
M&T Bank Corp 0.00% Add +4.9% 2,660 $440K
Buckhead Capital Management LLC 0.14% No change 2,650 $438K
Tower Research Capital LLC (TRC) 0.01% Add +141.2% 2,588 $428K
North Star Asset Management Inc. 0.02% Reduce -0.2% 2,565 $424K
Wesleyan Assurance Society 0.03% No change 2,550 $421K
Prudential Financial Inc. 0.00% Reduce -63.1% 2,451 $405K
Maryland State Retirement & Pension System 0.01% No change 2,447 $404K
KCM Investment Advisors LLC 0.01% No change 2,415 $399K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.9% 2,361 $390K
Utah Retirement Systems 0.00% No change 2,300 $380K
Coldstream Capital Management Inc. 0.01% Add +0.4% 2,291 $379K
Hardy Reed LLC 0.03% No change 2,172 $359K
Cadence Bank 0.02% No change 2,172 $359K
Freestone Grove Partners LP 0.00% — 2,162 $357K
Commonwealth Equity Services, LLC 0.00% New 2,139 $354K
Campbell & CO Investment Adviser LLC 0.03% Reduce -76.8% 2,083 $344K
ProShare Advisors LLC 0.00% Add +8.0% 2,078 $343K
Atria Investments, Inc 0.00% New 2,026 $335K
MML Investors Services, LLC 0.00% Reduce -4.3% 1,967 $325K
Allianz Asset Management GmbH 0.00% Reduce -58.8% 1,879 $311K
Cetera Investment Advisers 0.00% New 1,846 $305K
Vontobel Holding Ltd. 0.00% Reduce -43.2% 1,811 $299K
Crestline Management, L.P. 0.01% New 1,800 $298K
SeaCrest Wealth Management, LLC 0.03% No change 1,790 $296K
Shelton Capital Management 0.01% No change 1,713 $283K
Perissos Private Wealth Management, LLC 0.21% No change 1,700 $281K
CIBC Asset Management Inc 0.00% Add +5.6% 1,631 $270K
Pitcairn Co. 0.02% Reduce -0.3% 1,630 $269K
M&G PLC 0.00% Reduce -47.3% 1,610 $266K
Mission Wealth Management, LP 0.01% Reduce -27.2% 1,605 $265K
Cerity Partners LLC 0.00% Reduce -8.2% 1,792 $263K
Envestnet Portfolio Solutions, Inc. 0.00% New 1,505 $249K
Brown Capital Management LLC 0.01% Reduce -66.4% 1,481 $245K
Virtu Financial LLC 0.01% New 1,478 $244K
Fifth Third Wealth Advisors LLC 0.01% New 1,456 $241K
Quadrant Capital Group LLC 0.02% Add +2.3% 1,408 $233K
Trust Point Inc. 0.02% New 1,390 $230K
Keel Point, LLC 0.02% New 1,328 $220K
Forum Financial Management, LP 0.00% New 1,314 $217K
apricus wealth, LLC 0.14% New 1,303 $215K
Pacific Point Advisors, LLC 0.13% — 1,184 $208K
Greenleaf Trust 0.00% New 1,257 $208K
HB Wealth Management, LLC 0.00% New 1,214 $201K
Assetmark, Inc. 0.00% Reduce -1.4% 1,166 $193K
Whittier Trust Co. 0.00% Add +2.0% 1,157 $191K
Cwm, LLC 0.00% Add +6.1% 1,135 $188K
Osaic Holdings, Inc. 0.00% Reduce -85.4% 1,063 $176K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 985 $163K
Harbor Investment Advisory, LLC 0.01% No change 970 $160K
United Community Bank 0.06% Reduce -1.1% 946 $156K
State of Wyoming 0.02% Reduce -51.8% 923 $153K
Simplex Trading, LLC 0.00% Reduce -93.4% 825 $136K
Northwest & Ethical Investments L.P. 0.00% New 700 $116K
C M Bidwell & Associates Ltd. 0.06% Reduce -1.9% 614 $101K
Fifth Third Bancorp 0.00% Reduce -15.6% 610 $101K
Barrett & Company, Inc. 0.04% No change 567 $94K
GAMMA Investing LLC 0.01% Add +136.6% 466 $77K
Signaturefd, LLC 0.00% Add +5.0% 423 $70K
Kohmann Bosshard Financial Services, LLC 0.01% New 408 $67K
Parallel Advisors, LLC 0.00% Add +51.5% 397 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $60K
Huntington National Bank 0.00% Reduce -23.3% 323 $53K
Lindbrook Capital, LLC 0.00% Reduce -0.7% 297 $49K
Blue Trust, Inc. 0.00% Add +127.0% 286 $47K
SBI Securities Co., Ltd. 0.00% — 278 $46K
Smartleaf Asset Management LLC 0.00% Add +31.6% 250 $42K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.4% 240 $40K
EverSource Wealth Advisors, LLC 0.00% Add +40.0% 224 $37K
Allworth Financial LP 0.00% Add +32.5% 212 $37K
Hilltop National Bank 0.01% No change 218 $36K
Harbour Investments, Inc. 0.00% No change 202 $33K
Trust Co. of Vermont 0.00% New 200 $33K
UMB Bank, n.a. 0.00% Add +180.9% 191 $32K
WASHINGTON TRUST Co 0.00% No change 184 $30K
Natixis 0.00% Reduce -98.7% 181 $30K
Riverview Trust Co 0.03% No change 169 $28K
Jones Financial Companies LLLP 0.00% New 161 $27K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -90.8% 152 $25K
Bessemer Group Inc. 0.00% Add +52.1% 146 $24K
Rise Advisors, LLC 0.01% Reduce -13.0% 134 $22K
Quarry LP 0.00% Reduce -49.6% 127 $21K
Y.D. More Investments Ltd 0.00% New 120 $20K
LGT Financial Advisors LLC 0.04% No change 114 $19K
Bayforest Capital Ltd 0.02% — 113 $19K
NewEdge Advisors, LLC 0.00% No change 112 $18K
Fourth Dimension Wealth, LLC 0.01% — 100 $17K
Center for Financial Planning, Inc. 0.00% No change 100 $17K
Brooklyn Investment Group 0.00% Add +146.2% 96 $16K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 90 $15K
CoreCap Advisors, LLC 0.00% Add +2800.0% 87 $14K
Sound Income Strategies, LLC 0.00% No change 85 $14K
Covestor Ltd 0.01% No change 81 $14K
CI Investments Inc. 0.00% Reduce -1.2% 82 $14K
CENTRAL TRUST Co 0.00% No change 79 $13K
Group One Trading LLC 0.00% New 75 $12K
MAI Capital Management 0.00% New 73 $12K
True Wealth Design, LLC 0.00% No change 70 $12K
SouthState Bank Corp 0.00% No change 70 $12K
Holos Integrated Wealth LLC 0.01% — 68 $11K
Smithfield Trust Co 0.00% No change 65 $11K
Principal Securities, Inc. 0.00% No change 58 $10K
Versant Capital Management, Inc 0.00% Add +166.7% 56 $9K
Investors Research Corp 0.00% No change 50 $8K
Clean Yield Group 0.00% No change 49 $8K
Spire Wealth Management 0.00% Reduce -69.4% 44 $7K
Optiver Holding B.V. 0.00% Reduce -53.2% 44 $7K
CIBC Private Wealth Group LLC 0.00% No change 40 $7K
First Horizon Advisors, Inc. 0.00% Reduce -4.9% 39 $6K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $6K
Valley Wealth Managers, Inc. 0.00% No change 26 $4K
Geneos Wealth Management Inc. 0.00% Add +116.7% 26 $4K
Hemington Wealth Management 0.00% Add +108.3% 25 $4K
Private Wealth Management Group, LLC 0.00% Add +60.0% 24 $4K
Sachetta, LLC 0.00% No change 23 $4K
Leonteq Securities AG 0.00% Reduce -90.0% 23 $4K
WPG Advisers, LLC 0.00% — 21 $3K
WealthCollab, LLC 0.00% No change 20 $3K
JFS Wealth Advisors, LLC 0.00% Add +5.6% 19 $3K
Steward Partners Investment Advisory, LLC 0.00% New 19 $3K
Parkside Financial Bank & Trust 0.00% No change 18 $3K
Farmers & Merchants Investments Inc. 0.00% No change 18 $3K
Bell Investment Advisors, Inc 0.00% No change 17 $3K
Kiely Wealth Advisory Group, Inc. 0.00% No change 15 $3K
Arax Advisory Partners 0.00% No change 16 $3K
J.Safra Asset Management Corp 0.00% Add +66.7% 15 $3K
Coppell Advisory Solutions LLC 0.00% No change 13 $2K
SJS Investment Consulting Inc. 0.00% No change 13 $2K
Larson Financial Group LLC 0.00% Add +44.4% 13 $2K
Clearstead Advisors, LLC 0.00% Reduce -98.3% 12 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
Quent Capital, LLC 0.00% No change 11 $2K
Continuum Advisory, LLC 0.00% No change 9 $1K
Lazard Asset Management LLC 0.00% Reduce -98.3% 10 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $992
Mather Group, Llc. 0.00% No change 6 $992
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $827
Prestige Wealth Management Group LLC 0.00% No change 4 $662
Comprehensive Financial Planning, Inc. 0.00% — 2 $331
Global Financial Private Client, LLC 0.00% New 2 $331
Global Retirement Partners, LLC 0.00% Reduce -50.0% 2 $331
Parkworth Wealth Management, Inc. 0.00% — 1 $165
Rothschild Investment LLC 0.00% No change 1 $165
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.