MasimoMASI

13F holders, Q1 2025 (March 31)
394holders +29
70new positions
45sold out
9famous investors
$166.56avg. 13F price*

At the end of Q1 2025, 394 institutions reported holding Masimo Corp. (MASI) in their 13F filings, up 29 from Q4 2024. 70 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($1.6B), FMR LLC ($1.4B) and Politan Capital Management LP ($785.5M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Mario Gabelli (0.2% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions70$338.7M
Exits45$127.4M

All 13F filers, Q4 2024 → Q1 2025: 5,751,191 shares bought and 2,974,582 shares sold, net +2,776,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 394 holders

BlackRock, Inc. 0.03% Add +13.5% 9,871,428 $1.6B
FMR LLC 0.09% Add +1.0% 8,178,763 $1.4B
Politan Capital Management LP 53.37% No change 4,714,746 $785.5M
Vanguard Group Inc. 0.01% Reduce -0.1% 4,583,276 $763.6M
Capital Research Global Investors 0.07% Reduce -16.3% 2,056,095 $342.5M
Massachusetts Financial Services Co. 0.11% Add +13.4% 1,967,838 $327.8M
T. Rowe Price Investment Management, Inc. 0.18% Add +0.7% 1,673,252 $278.8M
State Street Corp. 0.01% Add +0.9% 1,475,991 $245.9M
Holocene Advisors, LP 0.66% Add +59.5% 1,333,296 $222.1M
Durable Capital Partners LP 1.68% New 1,125,619 $187.5M
Alliancebernstein L.P. 0.05% Reduce -8.6% 865,870 $144.3M
Geode Capital Management, LLC 0.01% Add +5.4% 844,318 $140.7M
Liontrust Investment Partners LLP 1.94% Reduce -5.7% 747,498 $124.5M
Morgan Stanley 0.01% Reduce -0.3% 735,782 $122.6M
Alyeska Investment Group, L.P. 0.48% Add +24.9% 722,534 $120.4M
Dimensional Fund Advisors LP 0.03% Add +8.6% 703,378 $117.2M
RTW Investments, LP 1.74% No change 683,294 $113.8M
Westfield Capital Management Co. LP 0.54% Reduce -12.7% 671,479 $111.9M
Schroder Investment Management Group 0.07% Reduce -23.1% 435,548 $71.2M
Northern Trust Corp. 0.01% Reduce -0.1% 383,356 $63.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.2% 377,070 $62.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.2% 372,978 $62.1M
Corient Private Wealth LP 0.09% Add +0.1% 348,038 $58.0M
Bank of New York Mellon Corp 0.01% Reduce -1.5% 332,108 $55.3M
Baron Capital (BAMCO) 0.16% Add +3.3% 317,282 $52.9M
Bank of America Corp. 0.00% Add +195.1% 316,643 $52.8M
Point72 Asset Management 0.15% Add +26.9% 315,422 $52.5M
Artisan Partners Limited Partnership 0.08% New 299,023 $49.8M
T. Rowe Price Associates Inc. 0.01% Add +12.7% 282,637 $47.1M
Goldman Sachs Group Inc. 0.01% Add +38.6% 280,255 $46.7M
Invesco Ltd. 0.01% Reduce -6.0% 261,358 $43.5M
JPMorgan Chase & Co. 0.00% Add +91.6% 246,489 $41.1M
Ameriprise Financial Inc. 0.01% Reduce -1.9% 211,786 $35.3M
Raymond James Financial Inc. 0.01% Add +1.1% 206,116 $34.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.6% 189,130 $31.5M
UBS Group AG 0.01% Add +6.3% 170,177 $28.4M
FIL Ltd 0.03% Add +53.9% 169,788 $28.3M
Nuveen, LLC 0.01% — 155,045 $25.8M
Cramer Rosenthal McGlynn LLC 1.82% Reduce -31.9% 151,664 $25.3M
First Trust Advisors LP 0.02% Add +206.7% 145,164 $24.2M
Gotham Asset Management 0.20% Add +13.2% 144,590 $24.1M
Verition Fund Management LLC 0.14% Add +1821.7% 143,759 $24.0M
Comerica Bank 0.10% Reduce -2.5% 137,855 $23.0M
Millennium Management 0.02% Reduce -67.0% 134,806 $22.5M
Woodline Partners LP 0.14% Add +159.8% 132,969 $22.2M
Rhumbline Advisers 0.02% Reduce -1.3% 122,811 $20.5M
Rockefeller Capital Management L.P. 0.05% Add +29.1% 117,326 $19.5M
Tidal Investments LLC 0.16% Add +27.4% 110,486 $18.4M
Principal Financial Group Inc. 0.01% Add +0.0% 102,661 $17.1M
Legal & General Group Plc 0.00% Add +2.4% 99,542 $16.6M
BLI - Banque de Luxembourg Investments 0.50% No change 101,200 $16.5M
Bank of Nova Scotia 0.04% New 93,203 $15.5M
Great Lakes Advisors, LLC 0.14% Reduce -3.0% 92,872 $15.5M
Erste Asset Management GmbH 0.20% Add +11.3% 92,000 $15.3M
TD Asset Management Inc 0.01% Add +4.8% 88,668 $14.8M
Swiss National Bank 0.01% Reduce -1.3% 88,200 $14.7M
GAMCO Investors 0.16% No change 84,500 $14.1M
American Century Companies Inc. 0.01% Add +525.5% 79,176 $13.2M
Walleye Capital LLC 0.16% Add +39.0% 76,370 $12.7M
Swedbank AB 0.02% New 75,900 $12.6M
Neuberger Berman Group LLC 0.01% Reduce -45.7% 74,962 $12.5M
BNP Paribas Financial Markets 0.01% Add +907.5% 70,723 $11.8M
California Public Employees Retirement System 0.01% Reduce -0.5% 69,875 $11.6M
Bellevue Group AG 0.26% Add +188.9% 69,808 $11.6M
Quantinno Capital Management LP 0.07% Add +1497.5% 63,739 $10.6M
ExodusPoint Capital Management, LP 0.13% Add +135.2% 59,792 $10.0M
Retirement Systems of Alabama 0.04% Add +0.1% 54,087 $9.0M
Manufacturers Life Insurance Company, The 0.01% Add +4.8% 53,900 $9.0M
Citigroup Inc. 0.01% Reduce -43.1% 52,158 $8.7M
Federated Hermes, Inc. 0.02% Reduce -3.3% 51,002 $8.5M
Citadel Advisors 0.01% Reduce -88.8% 49,482 $8.2M
Sei Investments Co. 0.01% Add +85.6% 49,365 $8.2M
Corebridge Financial, Inc. 0.05% Reduce -2.4% 49,327 $8.2M
Baird Financial Group, Inc. 0.01% Add +31.9% 45,120 $7.5M
Integral Health Asset Management, LLC 0.83% New 45,000 $7.5M
Picton Mahoney Asset Management 0.25% Add +3.6% 44,152 $7.4M
Royal Bank of Canada 0.00% Add +44.5% 43,884 $7.3M
NS Partners Ltd 0.32% Add +2.1% 43,555 $7.3M
California State Teachers Retirement System 0.01% Add +2.0% 43,252 $7.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -0.2% 42,771 $7.1M
Logan Capital Management Inc. 0.32% Reduce -11.3% 42,395 $7.1M
Point72 (DIFC) Ltd 0.67% Reduce -28.7% 41,639 $6.9M
STRS Ohio 0.03% Add +160.6% 40,135 $6.7M
New York State Teachers Retirement System 0.02% Reduce -11.5% 40,048 $6.7M
Barclays PLC 0.00% Reduce -25.1% 39,853 $6.6M
Norges Bank 0.00% Add +18.0% 39,414 $6.6M
Bridger Management, LLC 3.26% New 39,300 $6.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -21.4% 38,302 $6.4M
Amundi 0.00% Reduce -63.1% 41,167 $6.3M
Russell Investments Group, Ltd. 0.01% Add +76.3% 34,747 $5.8M
Gabelli Funds LLC 0.04% No change 33,000 $5.5M
Intech Investment Management LLC 0.06% Add +26.8% 32,494 $5.4M
Montanaro Asset Management Ltd 1.58% Reduce -30.5% 32,300 $5.4M
Envestnet Asset Management Inc. 0.00% Add +2.2% 31,788 $5.3M
Lisanti Capital Growth, LLC 1.51% New 30,485 $5.1M
Perpetual Ltd 0.06% New 30,209 $5.0M
4D Advisors, LLC 3.88% New 30,000 $5.0M
Zacks Investment Management 0.04% Add +2.1% 27,807 $4.6M
Advisors Asset Management, Inc. 0.09% Add +18.8% 27,288 $4.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -29.1% 26,612 $4.4M
Victory Capital Management Inc. 0.00% Add +192.8% 26,367 $4.4M
Redmile Group, LLC 0.41% New 26,062 $4.3M
Westmount Partners, LLC 1.32% No change 25,991 $4.3M
MetLife Investment Management, LLC 0.02% Reduce -1.5% 25,640 $4.3M
Nordea Investment Management AB 0.00% Add +36.6% 26,209 $4.2M
Two Sigma Investments, LP 0.01% Reduce -36.9% 25,165 $4.2M
South Dakota Investment Council 0.08% Reduce -19.1% 24,768 $4.1M
New York State Common Retirement Fund 0.01% Reduce -0.0% 24,160 $4.0M
Calamos Advisors LLC 0.03% Add +44.0% 23,449 $3.9M
Informed Momentum Co LLC 0.66% New 22,952 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -2.6% 22,871 $3.8M
Amalgamated Bank 0.03% Reduce -3.0% 20,662 $3.4M
Sterling Capital Management LLC 0.05% Reduce -21.4% 20,606 $3.4M
Cardinal Capital Management 0.51% Add +6.1% 19,868 $3.3M
Treasurer of the State of North Carolina 0.01% Add +4.0% 19,855 $3.3M
Janus Henderson Group PLC 0.00% Reduce -4.8% 20,000 $3.3M
Wells Fargo & Company 0.00% Reduce -6.2% 18,517 $3.1M
State of Tennessee, Department of Treasury 0.01% Add +18.8% 18,170 $3.0M
Storebrand Asset Management As 0.01% No change 17,732 $3.0M
Onex Canada Asset Management Inc. 0.37% Reduce -52.9% 17,455 $2.9M
Aquatic Capital Management LLC 0.07% New 17,388 $2.9M
Squarepoint Ops LLC 0.01% New 16,668 $2.8M
State of Wisconsin Investment Board 0.01% Reduce -2.4% 16,534 $2.8M
Brevan Howard Capital Management LP 0.08% New 16,019 $2.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.2% 15,867 $2.6M
Canada Pension Plan Investment Board 0.00% Reduce -1.9% 15,800 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -2.3% 15,786 $2.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.0% 15,728 $2.6M
Brown Advisory Inc. 0.00% Reduce -0.2% 15,488 $2.6M
Ensign Peak Advisors, Inc 0.00% Add +1.7% 15,133 $2.5M
Renaissance Technologies 0.00% New 15,000 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,771 $2.5M
Empower Advisory Group, LLC 0.01% No change 14,060 $2.3M
Public Employees Retirement System of Ohio 0.01% Reduce -10.1% 13,734 $2.3M
Aster Capital Management (DIFC) Ltd 0.42% New 11,912 $2.2M
Teacher Retirement System of Texas 0.01% Reduce -21.7% 13,263 $2.2M
Lockerman Financial Group, Inc. 3.30% Reduce -3.7% 13,100 $2.2M
Arizona State Retirement System 0.01% Reduce -1.2% 13,028 $2.2M
Handelsbanken Fonder AB 0.01% No change 12,930 $2.2M
Louisiana State Employees Retirement System 0.04% Add +0.8% 12,400 $2.1M
Franklin Resources Inc. 0.00% Add +320.0% 12,286 $2.0M
Voya Investment Management LLC 0.00% Reduce -2.3% 12,274 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.6% 11,371 $1.9M
Paradigm Capital Management Inc. 0.11% No change 11,353 $1.9M
Birchview Capital, LP 1.63% Reduce -26.2% 11,280 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Reduce -18.1% 11,240 $1.9M
Creative Planning 0.00% Reduce -21.0% 11,218 $1.9M
Marshall Wace, LLP 0.00% Reduce -17.4% 10,974 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 10,623 $1.8M
State of Michigan Retirement System 0.01% Add +0.9% 10,596 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 10,419 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Add +158.0% 10,270 $1.7M
Neo Ivy Capital Management 0.54% New 10,248 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 10,197 $1.7M
New Mexico Educational Retirement Board 0.06% No change 9,900 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 9,881 $1.6M
Townsquare Capital LLC 0.02% Add +21.5% 9,870 $1.6M
Illinois Municipal Retirement Fund 0.02% No change 9,309 $1.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.7% 9,019 $1.5M
KLP Kapitalforvaltning As 0.01% Reduce -5.3% 8,900 $1.5M
Fred Alger Management, LLC 0.01% Reduce -57.1% 8,772 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.8% 8,744 $1.5M
Fieldview Capital Management, LLC 0.20% New 8,675 $1.4M
DE Burlo Group Inc. 0.21% Reduce -1.8% 8,402 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 8,195 $1.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.72% New 8,000 $1.3M
AQR Capital Management 0.00% Add +136.6% 8,142 $1.3M
Engineers Gate Manager LP 0.02% New 7,754 $1.3M
Centiva Capital, LP 0.07% New 7,530 $1.3M
Algert Global LLC 0.03% New 7,310 $1.2M
Xponance LLC 0.01% Add +1.1% 7,101 $1.2M
Versor Investments LP 0.19% New 6,978 $1.2M
Pictet Asset Management Holding SA 0.00% Add +6.2% 6,791 $1.1M
RFG Advisory, LLC 0.03% Add +73.6% 6,780 $1.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 6,405 $1.1M
Sigma Planning Corp 0.03% Add +89.2% 6,365 $1.1M
Guggenheim Capital LLC 0.01% Reduce -9.5% 6,356 $1.1M
Deutsche Bank AG 0.00% Add +1.5% 6,309 $1.1M
Bank of Montreal 0.00% Add +0.3% 6,128 $1.0M
Polar Capital Holdings Plc 0.01% No change 6,023 $1.0M
Bayesian Capital Management, LP 0.17% New 6,000 $1000K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.4% 5,715 $952K
PNC Financial Services Group, Inc. 0.00% Add +21.3% 5,684 $947K
Prelude Capital Management, LLC 0.10% New 5,659 $943K
Pathstone Holdings, LLC 0.00% Reduce -0.5% 5,495 $915K
Susquehanna International Group, LLP 0.00% New 5,426 $904K
EntryPoint Capital, LLC 0.41% New 5,368 $894K
B.O.S.S. Retirement Advisors, LLC 0.26% No change 5,332 $888K
Legato Capital Management LLC 0.12% New 5,245 $874K
State of Alaska, Department of Revenue 0.01% Add +2.7% 5,204 $866K
Eukles Asset Management 0.37% Reduce -9.8% 5,116 $852K
LPL Financial LLC 0.00% Add +17.3% 5,056 $842K
Commerce Bank 0.01% Add +2.5% 5,024 $837K
Landscape Capital Management, L.L.C. 0.07% Reduce -10.5% 4,998 $833K
Caprock Group, LLC 0.03% New 4,913 $819K
Point72 Hong Kong Ltd 0.06% New 4,852 $808K
Public Employees Retirement Association of Colorado 0.00% No change 4,841 $807K
Orion Porfolio Solutions, LLC 0.01% Reduce -0.2% 4,767 $794K
Orion Portfolio Solutions, LLC 0.01% Reduce -0.2% 4,767 $794K
HighTower Advisors, LLC 0.00% Reduce -33.2% 4,550 $758K
Tema ETFs LLC 0.23% Reduce -52.6% 4,543 $757K
NEOS Investment Management LLC 0.01% Reduce -52.6% 4,543 $757K
Quantitative Investment Management, LLC 0.07% Reduce -9.7% 4,462 $743K
Assenagon Asset Management S.A. 0.00% Reduce -98.0% 4,379 $730K
US Bancorp \de 0.00% Add +1.1% 4,326 $721K
Private Advisor Group, LLC 0.00% Reduce -0.1% 4,255 $709K
SteelPeak Wealth, LLC 0.03% Reduce -0.8% 4,070 $678K
Quadrant Capital Group LLC 0.03% Add +187.5% 4,048 $674K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.9% 4,039 $673K
Pinebridge Investments, L.P. 0.01% New 3,954 $659K
Harvest Fund Management Co., Ltd 0.03% Add +1.0% 3,929 $654K
NorthCoast Asset Management LLC 0.00% Add +0.6% 3,916 $652K
Vestcor Inc 0.02% New 3,825 $637K
SummitTX Capital, L.P. 0.03% — 3,773 $629K
Verus Capital Partners, LLC 0.06% No change 3,651 $608K
Inceptionr LLC 0.18% Add +28.3% 3,583 $597K
Exchange Traded Concepts, LLC 0.01% Reduce -66.5% 3,539 $590K
Securian Asset Management, Inc. 0.02% Add +3.0% 3,433 $572K
Oxford Financial Group, LTD. LLC 0.04% No change 3,430 $571K
Oppenheimer Asset Management Inc. 0.01% Reduce -27.4% 3,316 $552K
Vestmark Advisory Solutions, Inc. 0.01% Add +6.1% 3,274 $545K
Truist Financial Corp. 0.00% Reduce -5.5% 3,198 $533K
Prudential Financial Inc. 0.00% Add +30.1% 3,190 $531K
Crossmark Global Holdings, Inc. 0.01% Add +0.4% 3,173 $529K
Lido Advisors, LLC 0.00% Reduce -6.8% 3,127 $521K
Avior Wealth Management, LLC 0.02% Reduce -9.1% 2,980 $496K
Malaga Cove Capital, LLC 0.21% Reduce -2.6% 2,906 $484K
Kestra Private Wealth Services, LLC 0.01% New 2,892 $482K
Empowered Funds, LLC 0.01% Reduce -26.4% 2,864 $477K
United Services Automobile Association 0.01% New 2,912 $476K
Vident Advisory, LLC 0.01% New 2,798 $466K
180 Wealth Advisors, LLC 0.07% Add +0.1% 2,757 $459K
Bridgefront Capital, LLC 0.13% New 2,670 $445K
Buckhead Capital Management LLC 0.14% No change 2,650 $441K
Wesleyan Assurance Society 0.03% No change 2,550 $424K
KCM Investment Advisors LLC 0.02% Add +4.1% 2,515 $419K
Mariner, LLC 0.00% Reduce -30.5% 2,405 $400K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.7% 2,402 $400K
Simplex Trading, LLC 0.01% Add +183.4% 2,338 $389K
Utah Retirement Systems 0.00% No change 2,300 $383K
Coldstream Capital Management Inc. 0.01% Reduce -0.8% 2,273 $379K
New Age Alpha Advisors, LLC 0.02% Reduce -42.8% 2,270 $378K
MML Investors Services, LLC 0.00% Add +11.6% 2,195 $366K
M&T Bank Corp 0.00% Reduce -17.9% 2,184 $364K
Cadence Bank 0.03% No change 2,172 $362K
Hardy Reed LLC 0.03% No change 2,172 $362K
Bridgewater Associates 0.00% Reduce -81.4% 2,118 $353K
Atria Investments, Inc 0.00% Add +4.5% 2,117 $353K
KBC Group NV 0.00% Reduce -89.0% 2,105 $351K
Northwest & Ethical Investments L.P. 0.01% Add +200.0% 2,100 $349K
Jane Street Group, LLC 0.00% Reduce -93.3% 2,050 $342K
Maryland State Retirement & Pension System 0.01% Reduce -17.1% 2,028 $338K
Alamea Verwaltungs GmbH 0.28% — 1,963 $327K
Allianz Asset Management GmbH 0.00% Add +1.8% 1,912 $319K
North Star Asset Management Inc. 0.01% Reduce -25.5% 1,910 $318K
ProShare Advisors LLC 0.00% Reduce -8.8% 1,894 $316K
SeaCrest Wealth Management, LLC 0.03% Add +2.8% 1,840 $307K
Entropy Technologies, LP 0.03% New 1,803 $300K
Janney Montgomery Scott LLC 0.00% Reduce -47.4% 1,762 $294K
CIBC Asset Management Inc 0.00% Add +2.3% 1,669 $278K
Shelton Capital Management 0.01% Reduce -4.0% 1,644 $274K
O'shaughnessy Asset Management, LLC 0.00% Reduce -94.8% 1,635 $272K
Aigen Investment Management, LP 0.04% New 1,627 $271K
Pitcairn Co. 0.02% Reduce -0.3% 1,625 $271K
SG Americas Securities, LLC 0.00% New 1,623 $270K
M&G PLC 0.00% No change 1,610 $269K
Silver Oak Securities, Incorporated 0.03% New 1,638 $268K
Mission Wealth Management, LP 0.01% No change 1,605 $267K
Cetera Investment Advisers 0.00% Reduce -13.3% 1,600 $267K
Corient IA LP 0.18% — 1,500 $250K
Versant Capital Management, Inc 0.04% Add +2542.9% 1,480 $247K
Assetmark, Inc. 0.00% Add +25.7% 1,466 $244K
apricus wealth, LLC 0.14% Add +12.2% 1,462 $244K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 1,460 $243K
Choreo, LLC 0.00% New 1,433 $239K
PharVision Advisers, LLC 0.33% New 1,410 $235K
Vontobel Holding Ltd. 0.00% Reduce -23.1% 1,393 $232K
Keel Point, LLC 0.02% Add +2.8% 1,365 $227K
Tower Research Capital LLC (TRC) 0.01% Reduce -47.8% 1,350 $225K
Dynamic Technology Lab Private Ltd 0.03% New 1,320 $220K
Forum Financial Management, LP 0.00% Add +0.1% 1,316 $219K
Greenleaf Trust 0.00% Add +4.5% 1,314 $219K
Wellington Management Group LLP 0.00% New 1,297 $216K
Jain Global LLC 0.00% New 1,274 $212K
HB Wealth Management, LLC 0.00% Add +4.6% 1,270 $212K
Ballentine Partners, LLC 0.00% New 1,236 $206K
Quantum Portfolio Management LLC 0.10% New 1,230 $205K
Whittier Trust Co. 0.00% No change 1,157 $193K
Cwm, LLC 0.00% Add +1.3% 1,150 $192K
Harbor Investment Advisory, LLC 0.02% No change 970 $162K
Osaic Holdings, Inc. 0.00% Reduce -10.3% 954 $159K
United Community Bank 0.06% Reduce -0.5% 941 $157K
GAMMA Investing LLC 0.01% Add +58.4% 738 $123K
CI Investments Inc. 0.00% Add +791.5% 731 $122K
Fifth Third Bancorp 0.00% Add +6.2% 648 $108K
C M Bidwell & Associates Ltd. 0.06% Reduce -2.8% 597 $99K
Barrett & Company, Inc. 0.04% No change 567 $94K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 469 $78K
Quarry LP 0.02% Add +253.5% 449 $75K
UMB Bank, n.a. 0.00% Add +134.0% 447 $74K
Signaturefd, LLC 0.00% Reduce -1.2% 418 $70K
Parallel Advisors, LLC 0.00% No change 397 $66K
Lanark Financial, Inc. 0.01% — 368 $61K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $60K
Lindbrook Capital, LLC 0.01% Add +16.5% 346 $58K
Jones Financial Companies LLLP 0.00% Add +108.1% 335 $55K
Blue Trust, Inc. 0.00% Add +7.0% 306 $51K
Huntington National Bank 0.00% Reduce -5.3% 306 $51K
Anderson Financial Strategies, LLC 0.03% New 295 $49K
SBI Securities Co., Ltd. 0.00% Add +0.4% 279 $46K
Smartleaf Asset Management LLC 0.00% Add +3.2% 258 $42K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.4% 241 $40K
EverSource Wealth Advisors, LLC 0.00% Reduce -1.3% 221 $37K
Allworth Financial LP 0.00% Add +5.7% 224 $36K
Farther Finance Advisors, LLC 0.00% Add +128.9% 206 $35K
CIBC Private Wealth Group LLC 0.00% Add +492.5% 237 $34K
WASHINGTON TRUST Co 0.00% No change 184 $31K
Twin Tree Management, LP 0.00% New 175 $29K
Riverview Trust Co 0.03% No change 169 $28K
Northwestern Mutual Wealth Management Co. 0.00% No change 152 $25K
Acadian Asset Management LLC 0.00% New 143 $23K
GW&K Investment Management, LLC 0.00% New 135 $22K
Bessemer Group Inc. 0.00% Reduce -17.1% 121 $20K
Nomura Asset Management Co. Ltd. 0.00% New 120 $20K
Optiver Holding B.V. 0.00% Add +168.2% 118 $20K
Brooklyn Investment Group 0.00% Add +16.7% 112 $19K
NewEdge Advisors, LLC 0.00% No change 112 $19K
Arax Advisory Partners 0.00% Add +587.5% 110 $18K
Fourth Dimension Wealth, LLC 0.01% No change 100 $17K
Parkside Financial Bank & Trust 0.00% Add +416.7% 93 $15K
Rise Advisors, LLC 0.01% Reduce -30.6% 93 $15K
True Wealth Design, LLC 0.01% Add +27.1% 89 $15K
Sound Income Strategies, LLC 0.00% No change 85 $14K
Covestor Ltd 0.01% Add +1.2% 82 $14K
SouthState Bank Corp 0.00% Add +14.3% 80 $13K
CENTRAL TRUST Co 0.00% No change 79 $13K
MAI Capital Management 0.00% No change 73 $12K
Holos Integrated Wealth LLC 0.01% No change 68 $11K
Smithfield Trust Co 0.00% No change 65 $11K
Principal Securities, Inc. 0.00% No change 58 $10K
Steward Partners Investment Advisory, LLC 0.00% Add +184.2% 54 $9K
TD Waterhouse Canada Inc. 0.00% New 50 $8K
Investors Research Corp 0.00% No change 50 $8K
Clean Yield Group 0.00% No change 49 $8K
Spire Wealth Management 0.00% No change 44 $7K
Hemington Wealth Management 0.00% Add +76.0% 44 $7K
First Horizon Advisors, Inc. 0.00% No change 39 $6K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $6K
Geneos Wealth Management Inc. 0.00% Add +42.3% 37 $6K
Farmers & Merchants Investments Inc. 0.00% Add +83.3% 33 $5K
Inlight Wealth Management, LLC 0.00% New 30 $5K
Nisa Investment Advisors, LLC 0.00% Reduce -99.4% 30 $5K
IFP Advisors, Inc 0.00% Add +0.0% 4 $5K
Valley Wealth Managers, Inc. 0.00% No change 26 $4K
Private Wealth Management Group, LLC 0.00% No change 24 $4K
Sachetta, LLC 0.00% No change 23 $4K
JFS Wealth Advisors, LLC 0.00% Add +21.1% 23 $4K
Larson Financial Group LLC 0.00% Add +69.2% 22 $4K
WealthCollab, LLC 0.00% No change 20 $3K
Ameriflex Group, Inc. 0.00% New 20 $3K
Harbour Investments, Inc. 0.00% Reduce -90.6% 19 $3K
Bell Investment Advisors, Inc 0.00% No change 17 $3K
WPG Advisers, LLC 0.00% Reduce -28.6% 15 $2K
J.Safra Asset Management Corp 0.00% No change 15 $2K
Meeder Asset Management Inc. 0.00% New 14 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
WFA Asset Management Corp 0.00% New 12 $2K
Kestra Investment Management, LLC 0.00% New 7 $1K
Private Wealth Asset Management, LLC 0.00% — 6 $1K
Quent Capital, LLC 0.00% Reduce -45.5% 6 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $1K
Hantz Financial Services, Inc. 0.00% New 6 $1K
Mather Group, Llc. 0.00% No change 6 $1K
Leonteq Securities AG 0.00% Reduce -73.9% 6 $999
Global Financial Private Client, LLC 0.00% Add +150.0% 5 $833
Creative Financial Designs Inc. 0.00% New 5 $833
SJS Investment Consulting Inc. 0.00% Reduce -61.5% 5 $833
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $833
Hughes Financial Services, LLC 0.00% New 4 $670
Prestige Wealth Management Group LLC 0.00% No change 4 $667
Highline Wealth Partners LLC 0.00% New 4 $666
CoreCap Advisors, LLC 0.00% Reduce -95.4% 4 $666
Bare Financial Services, Inc 0.00% New 3 $500
Greenline Partners, LLC 0.00% New 3 $500
State of Wyoming 0.00% Reduce -99.7% 3 $500
Comprehensive Financial Planning, Inc. 0.00% No change 2 $333
American Capital Advisory, LLC 0.00% New 1 $167
Parkworth Wealth Management, Inc. 0.00% No change 1 $167
HFM Investment Advisors, LLC 0.00% — 1 $167
Rothschild Investment LLC 0.00% No change 1 $167
Clearstead Trust, LLC 0.00% New 1 $167
Bay Harbor Wealth Management, LLC 0.00% New 1 $166
Capital Advisors, Ltd. LLC 0.00% No change 2 $0
Avion Wealth 0.00% New 2 $0

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