MasimoMASI

13F holders, Q2 2025 (June 30)
378holders −16
41new positions
57sold out
11famous investors
$168.22avg. 13F price*

At the end of Q2 2025, 378 institutions reported holding Masimo Corp. (MASI) in their 13F filings, down 16 from Q1 2025. 41 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($1.8B), FMR LLC ($1.4B) and Politan Capital Management LP ($793.4M). 11 famous investors held it, including Andreas Halvorsen (0.4% of Viking Global Investors's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.2% of Gotham 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$273.7M
Exits57$112.9M

All 13F filers, Q1 2025 → Q2 2025: 6,133,910 shares bought and 2,865,369 shares sold, net +3,268,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

BlackRock, Inc. 0.03% Add +6.4% 10,507,326 $1.8B
FMR LLC 0.08% Add +0.0% 8,181,372 $1.4B
Politan Capital Management LP 56.98% Add +0.0% 4,716,536 $793.4M
Vanguard Group Inc. 0.01% Add +1.2% 4,638,135 $780.2M
T. Rowe Price Investment Management, Inc. 0.27% Add +49.4% 2,500,144 $420.6M
Massachusetts Financial Services Co. 0.13% Add +25.5% 2,470,393 $415.6M
Capital Research Global Investors 0.06% Reduce -9.8% 1,855,670 $312.2M
State Street Corp. 0.01% Add +0.7% 1,486,394 $250.0M
Holocene Advisors, LP 0.52% Reduce -6.7% 1,243,607 $209.2M
Westfield Capital Management Co. LP 0.83% Add +75.9% 1,181,203 $198.7M
Durable Capital Partners LP 1.48% Add +3.4% 1,163,898 $195.8M
Alyeska Investment Group, L.P. 0.68% Add +57.0% 1,134,490 $190.8M
Geode Capital Management, LLC 0.01% Add +6.2% 896,418 $150.8M
Alliancebernstein L.P. 0.05% Reduce -2.5% 844,067 $142.0M
Viking Global Investors 0.37% New 767,426 $129.1M
Morgan Stanley 0.01% Add +4.3% 767,375 $129.1M
Liontrust Investment Partners LLP 1.71% Reduce -5.2% 708,300 $119.2M
RTW Investments, LP 1.64% No change 683,294 $114.9M
Dimensional Fund Advisors LP 0.02% Reduce -25.6% 523,226 $88.0M
Goldman Sachs Group Inc. 0.01% Add +68.3% 471,525 $79.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +26.3% 471,041 $79.2M
Schroder Investment Management Group 0.06% Add +3.0% 448,501 $75.4M
T. Rowe Price Associates Inc. 0.01% Add +43.5% 405,460 $68.2M
Ameriprise Financial Inc. 0.02% Add +86.3% 394,487 $66.4M
Northern Trust Corp. 0.01% Add +1.4% 388,542 $65.4M
Baron Capital (BAMCO) 0.18% Add +21.2% 384,589 $64.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.7% 370,734 $62.4M
Corient Private Wealth LP 0.07% Reduce -5.1% 330,414 $55.6M
Bank of New York Mellon Corp 0.01% Reduce -4.4% 317,593 $53.4M
GMO 0.12% New 240,563 $40.5M
Invesco Ltd. 0.01% Reduce -9.2% 237,303 $39.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +10.8% 209,563 $35.3M
Raymond James Financial Inc. 0.01% Reduce -2.9% 200,229 $33.7M
Bank of America Corp. 0.00% Reduce -39.9% 190,176 $32.0M
Comerica Bank 0.12% Add +37.7% 189,822 $31.9M
Woodline Partners LP 0.16% Add +37.4% 182,709 $30.7M
TD Asset Management Inc 0.02% Add +88.5% 167,176 $28.1M
Gotham Asset Management 0.17% Add +14.4% 165,356 $27.8M
American Century Companies Inc. 0.01% Add +92.3% 152,228 $25.6M
Nuveen, LLC 0.01% Reduce -3.5% 149,658 $25.2M
Hawk Ridge Capital Management LP 1.04% New 148,685 $25.0M
UBS Group AG 0.01% Reduce -16.5% 142,164 $23.9M
JPMorgan Chase & Co. 0.00% Reduce -44.0% 138,090 $23.2M
Rhumbline Advisers 0.02% Add +3.8% 127,496 $21.4M
Quantinno Capital Management LP 0.09% Add +88.9% 120,383 $20.3M
Rockefeller Capital Management L.P. 0.04% Reduce -1.4% 115,626 $19.5M
Royal Bank of Canada 0.00% Add +149.9% 109,690 $18.5M
Tidal Investments LLC 0.12% Reduce -3.9% 106,198 $17.9M
Legal & General Group Plc 0.00% Add +4.8% 104,364 $17.6M
Principal Financial Group Inc. 0.01% Reduce -0.2% 102,467 $17.2M
Alpha Wave Global, LP 1.85% New 102,068 $17.2M
First Trust Advisors LP 0.01% Reduce -31.4% 99,612 $16.8M
Cramer Rosenthal McGlynn LLC 1.10% Reduce -37.4% 94,939 $16.0M
PFM Health Sciences, LP 1.41% New 94,451 $15.9M
Erste Asset Management GmbH 0.13% No change 92,000 $15.5M
Bellevue Group AG 0.33% Add +28.5% 89,673 $15.1M
Swiss National Bank 0.01% Reduce -0.6% 87,700 $14.8M
BLI - Banque de Luxembourg Investments 0.42% Reduce -14.3% 86,700 $14.6M
GAMCO Investors 0.14% No change 84,500 $14.2M
Great Lakes Advisors, LLC 0.12% Reduce -11.3% 82,348 $13.9M
Squarepoint Ops LLC 0.03% Add +344.1% 74,027 $12.5M
Swedbank AB 0.01% Reduce -2.8% 73,800 $12.4M
California Public Employees Retirement System 0.01% Add +4.2% 72,807 $12.2M
Point72 (DIFC) Ltd 0.92% Add +65.0% 68,700 $11.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% New 65,821 $11.1M
Manufacturers Life Insurance Company, The 0.01% Add +8.9% 58,714 $9.9M
FIL Ltd 0.01% Reduce -66.8% 56,326 $9.5M
Barclays PLC 0.00% Add +40.8% 56,114 $9.4M
STRS Ohio 0.04% Add +39.5% 55,983 $9.4M
Retirement Systems of Alabama 0.03% Add +1.7% 55,003 $9.3M
Bank of Nova Scotia 0.02% Reduce -43.0% 53,108 $8.9M
AQR Capital Management 0.01% Add +517.2% 50,256 $8.5M
Citigroup Inc. 0.01% Reduce -4.2% 49,962 $8.4M
Cinctive Capital Management LP 0.44% New 46,787 $7.9M
Natixis 0.04% New 45,648 $7.7M
4D Advisors, LLC 4.07% Add +50.0% 45,000 $7.6M
Picton Mahoney Asset Management 0.11% Add +0.9% 44,557 $7.5M
California State Teachers Retirement System 0.01% Add +0.2% 43,353 $7.3M
State Board of Administration of Florida Retirement System 0.01% Add +1.3% 43,319 $7.3M
Walleye Capital LLC 0.07% Reduce -43.4% 43,232 $7.3M
NS Partners Ltd 0.29% Reduce -2.3% 42,566 $7.2M
Amundi 0.00% Add +1.0% 41,583 $7.1M
Baird Financial Group, Inc. 0.01% Reduce -9.8% 40,720 $6.8M
New York State Teachers Retirement System 0.01% No change 40,048 $6.7M
Norges Bank 0.00% Reduce -0.9% 39,053 $6.6M
Bridger Management, LLC 3.34% Reduce -14.4% 33,641 $5.7M
Gabelli Funds LLC 0.04% Reduce -0.9% 32,700 $5.5M
Intech Investment Management LLC 0.05% Reduce -2.3% 31,750 $5.3M
Nordea Investment Management AB 0.00% Add +21.6% 31,868 $5.3M
Logan Capital Management Inc. 0.25% Reduce -26.1% 31,352 $5.3M
Sei Investments Co. 0.01% Reduce -38.2% 30,506 $5.1M
Victory Capital Management Inc. 0.00% Add +11.4% 29,368 $4.9M
Wilson Asset Management (international) PTY Ltd. 1.13% New 27,234 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -14.3% 27,234 $4.6M
Harbor Capital Advisors, Inc. 0.19% New 26,412 $4.4M
MetLife Investment Management, LLC 0.03% Add +2.5% 26,285 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.9% 26,120 $4.4M
Westmount Partners, LLC 1.20% Reduce -0.5% 25,866 $4.4M
Renaissance Technologies 0.01% Add +69.2% 25,377 $4.3M
South Dakota Investment Council 0.08% No change 24,768 $4.2M
Advisors Asset Management, Inc. 0.07% Reduce -10.7% 24,383 $4.1M
Citadel Advisors 0.00% Reduce -50.9% 24,277 $4.1M
Point72 Asset Management 0.01% Reduce -92.3% 24,219 $4.1M
New York State Common Retirement Fund 0.01% No change 24,160 $4.1M
Sterling Capital Management LLC 0.06% Add +12.9% 23,267 $3.9M
Montanaro Asset Management Ltd 0.99% Reduce -29.2% 22,860 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -2.1% 22,379 $3.8M
Amalgamated Bank 0.03% Add +5.2% 21,743 $3.7M
State of Wisconsin Investment Board 0.01% Add +30.9% 21,644 $3.6M
Perpetual Ltd 0.04% Reduce -29.9% 21,172 $3.6M
Treasurer of the State of North Carolina 0.01% Add +6.0% 21,053 $3.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -45.4% 20,897 $3.5M
Cardinal Capital Management 0.50% Add +1.9% 20,237 $3.4M
Janus Henderson Group PLC 0.00% No change 20,000 $3.4M
Voya Investment Management LLC 0.00% Add +59.5% 19,581 $3.3M
Commerce Bank 0.02% Add +286.7% 19,430 $3.3M
Verition Fund Management LLC 0.02% Reduce -87.3% 18,313 $3.1M
Wells Fargo & Company 0.00% Reduce -1.8% 18,189 $3.1M
State of Tennessee, Department of Treasury 0.01% No change 18,170 $3.1M
Storebrand Asset Management As 0.01% No change 17,732 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% Add +7.7% 16,943 $2.9M
Ensign Peak Advisors, Inc 0.00% Add +5.6% 15,976 $2.7M
State of New Jersey Common Pension Fund D 0.01% No change 15,867 $2.7M
Canada Pension Plan Investment Board 0.00% No change 15,800 $2.7M
Susquehanna International Group, LLP 0.00% Add +188.9% 15,677 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -0.9% 15,641 $2.6M
Brown Advisory Inc. 0.00% Add +0.3% 15,532 $2.6M
Two Sigma Investments, LP 0.00% Reduce -38.5% 15,465 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,771 $2.5M
SG Americas Securities, LLC 0.01% Add +809.8% 14,766 $2.5M
Public Employees Retirement System of Ohio 0.01% Add +4.3% 14,332 $2.4M
Schonfeld Strategic Advisors LLC 0.02% Add +38.6% 14,239 $2.4M
Empower Advisory Group, LLC 0.01% No change 14,060 $2.4M
Arizona State Retirement System 0.01% Add +2.7% 13,385 $2.3M
Lockerman Financial Group, Inc. 2.97% No change 13,100 $2.2M
Louisiana State Employees Retirement System 0.04% Add +2.4% 12,700 $2.1M
Illinois Municipal Retirement Fund 0.03% Add +33.4% 12,420 $2.1M
Handelsbanken Fonder AB 0.01% Reduce -4.6% 12,330 $2.1M
Fred Alger Management, LLC 0.01% Add +38.9% 12,185 $2.0M
Teacher Retirement System of Texas 0.01% Reduce -12.0% 11,671 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.8% 11,562 $1.9M
Paradigm Capital Management Inc. 0.09% No change 11,353 $1.9M
Creative Planning 0.00% Reduce -0.4% 11,170 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.7% 11,062 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -68.5% 10,935 $1.8M
XTX Topco Ltd 0.08% New 10,837 $1.8M
State of Michigan Retirement System 0.01% Add +1.9% 10,796 $1.8M
Thrivent Financial for Lutherans 0.00% Add +1.7% 10,596 $1.8M
Graham Capital Management, L.P. 0.05% New 10,480 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.7% 10,047 $1.7M
Wilmington Savings Fund Society, FSB 0.03% Reduce -11.5% 9,950 $1.7M
New Mexico Educational Retirement Board 0.05% No change 9,900 $1.7M
KLP Kapitalforvaltning As 0.01% Add +5.6% 9,400 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +2.2% 9,219 $1.6M
Xponance LLC 0.01% Add +29.6% 9,206 $1.5M
Townsquare Capital LLC 0.15% Reduce -8.7% 9,014 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.1% 8,857 $1.5M
Ameritas Investment Partners, Inc. 0.05% No change 8,744 $1.5M
Birchview Capital, LP 1.38% Reduce -26.6% 8,280 $1.4M
Onex Canada Asset Management Inc. 0.17% Reduce -52.9% 8,224 $1.4M
DE Burlo Group Inc. 0.18% Reduce -3.6% 8,102 $1.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.70% No change 8,000 $1.3M
Entropy Technologies, LP 0.11% Add +343.7% 8,000 $1.3M
LPL Financial LLC 0.00% Add +44.5% 7,304 $1.2M
Marshall Wace, LLP 0.00% Reduce -34.3% 7,208 $1.2M
Summit Trail Advisors, LLC 0.02% New 7,160 $1.2M
Pathstone Holdings, LLC 0.00% Add +29.2% 7,099 $1.2M
Landscape Capital Management, L.L.C. 0.09% Add +40.6% 7,029 $1.2M
Engineers Gate Manager LP 0.01% Reduce -11.4% 6,873 $1.2M
Bayforest Capital Ltd 0.49% New 6,705 $1.1M
Pictet Asset Management Holding SA 0.00% Reduce -1.6% 6,679 $1.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +3.7% 6,640 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +12.7% 6,441 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +12.6% 6,398 $1.1M
Deutsche Bank AG 0.00% Add +0.1% 6,312 $1.1M
Guggenheim Capital LLC 0.01% Reduce -10.8% 5,673 $954K
WINTON GROUP Ltd 0.05% New 5,617 $945K
Calamos Advisors LLC 0.01% Reduce -76.0% 5,617 $945K
Bank of Montreal 0.00% Reduce -9.2% 5,563 $936K
B.O.S.S. Retirement Advisors, LLC 0.23% No change 5,332 $897K
Neuberger Berman Group LLC 0.00% Reduce -93.2% 5,069 $853K
State of Alaska, Department of Revenue 0.01% Reduce -2.9% 5,054 $850K
Quadrant Capital Group LLC 0.03% Add +23.1% 4,981 $838K
Franklin Resources Inc. 0.00% Reduce -60.1% 4,902 $825K
Bryce Point Capital, LLC 0.70% New 4,885 $822K
Orion Porfolio Solutions, LLC 0.01% Add +2.2% 4,871 $819K
Eukles Asset Management 0.33% Reduce -5.1% 4,853 $816K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.2% 4,685 $788K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 4,557 $767K
BNP Paribas Financial Markets 0.00% Reduce -93.7% 4,483 $754K
NorthCoast Asset Management LLC 0.00% Add +12.3% 4,396 $739K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.9% 4,319 $727K
Vestmark Advisory Solutions, Inc. 0.01% Add +29.8% 4,250 $715K
Private Advisor Group, LLC 0.00% Reduce -0.3% 4,244 $714K
Federated Hermes, Inc. 0.00% Reduce -91.8% 4,201 $707K
US Bancorp \de 0.00% Reduce -3.6% 4,170 $701K
SteelPeak Wealth, LLC 0.03% Reduce -0.1% 4,067 $684K
Tema ETFs LLC 0.18% Reduce -13.1% 3,949 $664K
NEOS Investment Management LLC 0.01% Reduce -13.1% 3,949 $664K
Millennium Management 0.00% Reduce -97.1% 3,907 $657K
HighTower Advisors, LLC 0.00% Reduce -14.5% 3,889 $654K
RFG Advisory, LLC 0.02% Reduce -42.7% 3,887 $654K
Prudential Financial Inc. 0.00% Add +21.4% 3,872 $651K
Vestcor Inc 0.02% No change 3,825 $643K
Verus Capital Partners, LLC 0.05% No change 3,651 $614K
Algert Global LLC 0.01% Reduce -51.2% 3,570 $601K
Bridgefront Capital, LLC 0.16% Add +33.5% 3,564 $600K
Truist Financial Corp. 0.00% Add +10.6% 3,538 $595K
Brevan Howard Capital Management LP 0.01% Reduce -78.2% 3,486 $586K
Securian Asset Management, Inc. 0.02% No change 3,433 $577K
Oxford Financial Group, LTD. LLC 0.03% No change 3,430 $577K
Avior Wealth Management, LLC 0.02% Add +14.6% 3,416 $575K
Exchange Traded Concepts, LLC 0.01% Reduce -5.7% 3,338 $562K
Wellington Management Group LLP 0.00% Add +151.8% 3,266 $549K
Assenagon Asset Management S.A. 0.00% Reduce -30.9% 3,025 $509K
Crossmark Global Holdings, Inc. 0.01% Reduce -6.8% 2,958 $498K
EntryPoint Capital, LLC 0.24% Reduce -47.2% 2,834 $477K
Malaga Cove Capital, LLC 0.19% Reduce -2.8% 2,826 $475K
M&T Bank Corp 0.00% Add +26.3% 2,759 $464K
180 Wealth Advisors, LLC 0.06% Reduce -1.6% 2,714 $457K
Buckhead Capital Management LLC 0.17% No change 2,650 $446K
Alamea Verwaltungs GmbH 0.32% Add +30.7% 2,566 $432K
Wesleyan Assurance Society 0.03% No change 2,550 $429K
KCM Investment Advisors LLC 0.01% No change 2,515 $423K
Utah Retirement Systems 0.00% Add +3.6% 2,382 $401K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.4% 2,368 $397K
Coldstream Capital Management Inc. 0.01% Add +0.2% 2,277 $383K
Inscription Capital, LLC 0.06% New 2,274 $383K
New Age Alpha Advisors, LLC 0.02% Reduce -2.6% 2,210 $372K
Syon Capital LLC 0.02% New 2,197 $370K
Hardy Reed LLC 0.03% Add +0.1% 2,175 $366K
Cadence Bank 0.02% No change 2,172 $365K
Empowered Funds, LLC 0.00% Reduce -26.1% 2,117 $356K
Occudo Quantitative Strategies LP 0.04% New 2,115 $356K
Northwest & Ethical Investments L.P. 0.01% No change 2,100 $353K
Maryland State Retirement & Pension System 0.01% No change 2,028 $341K
ProShare Advisors LLC 0.00% Add +5.3% 1,995 $336K
Atria Investments, Inc 0.00% Reduce -8.9% 1,928 $324K
Jane Street Group, LLC 0.00% Reduce -8.7% 1,872 $315K
North Star Asset Management Inc. 0.01% Reduce -2.6% 1,860 $313K
Choreo, LLC 0.00% Add +28.1% 1,835 $309K
Vident Advisory, LLC 0.00% Reduce -37.5% 1,749 $294K
O'shaughnessy Asset Management, LLC 0.00% Add +7.0% 1,749 $294K
Oppenheimer Asset Management Inc. 0.00% Reduce -47.7% 1,733 $292K
Prelude Capital Management, LLC 0.03% Reduce -69.6% 1,720 $289K
Janney Montgomery Scott LLC 0.00% Reduce -4.6% 1,681 $283K
CIBC Asset Management Inc 0.00% No change 1,669 $281K
Versant Capital Management, Inc 0.04% Add +11.3% 1,647 $277K
Bridgewater Associates 0.00% Reduce -22.3% 1,645 $277K
M&G PLC 0.00% Add +0.8% 1,623 $273K
Mission Wealth Management, LP 0.01% Add +0.1% 1,606 $270K
Shelton Capital Management 0.01% Reduce -3.2% 1,592 $268K
MML Investors Services, LLC 0.00% Reduce -28.5% 1,569 $264K
Assetmark, Inc. 0.00% Add +5.0% 1,539 $259K
Qsemble Capital Management, LP 0.02% New 1,525 $257K
Tower Research Capital LLC (TRC) 0.01% Add +12.3% 1,516 $255K
Corient IA LP 0.15% No change 1,500 $252K
Mercer Global Advisors Inc. 0.00% New 1,472 $248K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 1,465 $246K
apricus wealth, LLC 0.14% No change 1,462 $246K
Andina Capital Management, LLC 0.17% New 1,420 $239K
Kera Capital Partners, Inc. 0.05% New 1,380 $232K
Keel Point, LLC 0.01% Reduce -2.1% 1,336 $225K
Pitcairn Co. 0.01% Reduce -18.8% 1,320 $222K
Zacks Investment Management 0.00% Reduce -95.4% 1,290 $217K
Vontobel Holding Ltd. 0.00% Reduce -8.0% 1,282 $216K
Forum Financial Management, LP 0.00% Reduce -3.8% 1,266 $213K
KBC Group NV 0.00% Reduce -40.2% 1,258 $212K
Ballentine Partners, LLC 0.00% Add +1.5% 1,255 $211K
Quantum Portfolio Management LLC 0.10% Add +1.3% 1,246 $210K
Greenleaf Trust 0.00% Reduce -7.4% 1,217 $205K
Swiss Life Asset Management Ltd 0.00% New 1,215 $204K
Knollwood Investment Advisory, LLC 0.02% New 1,200 $202K
HB Wealth Management, LLC 0.00% Reduce -6.1% 1,193 $201K
Whittier Trust Co. 0.00% Reduce -2.0% 1,134 $191K
United Community Bank 0.05% Add +0.5% 946 $159K
Cwm, LLC 0.00% Reduce -19.0% 931 $157K
Osaic Holdings, Inc. 0.00% Reduce -14.8% 813 $137K
GAMMA Investing LLC 0.01% Reduce -4.1% 708 $119K
CI Investments Inc. 0.00% Reduce -4.1% 701 $118K
Harbor Investment Advisory, LLC 0.01% Reduce -38.1% 600 $101K
C M Bidwell & Associates Ltd. 0.05% No change 597 $100K
Fifth Third Bancorp 0.00% Reduce -9.9% 584 $98K
Quantbot Technologies LP 0.00% New 509 $86K
UMB Bank, n.a. 0.00% Reduce -7.6% 413 $69K
Danske Bank A/S 0.00% New 400 $67K
Clearstead Advisors, LLC 0.00% New 397 $67K
Allworth Financial LP 0.00% Add +72.8% 387 $65K
Signaturefd, LLC 0.00% Reduce -8.1% 384 $65K
Lanark Financial, Inc. 0.01% No change 368 $61K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $61K
Jones Financial Companies LLLP 0.00% Add +5.7% 354 $60K
Blue Trust, Inc. 0.00% Add +11.1% 340 $57K
Parallel Advisors, LLC 0.00% Reduce -25.2% 297 $50K
SBI Securities Co., Ltd. 0.00% Reduce -1.8% 274 $46K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.1% 263 $44K
Hilltop National Bank 0.01% — 218 $37K
Farther Finance Advisors, LLC 0.00% Reduce -0.5% 205 $34K
MAI Capital Management 0.00% Add +176.7% 202 $34K
EverSource Wealth Advisors, LLC 0.00% Reduce -14.9% 188 $32K
Brooklyn Investment Group 0.00% Add +67.0% 187 $31K
Smartleaf Asset Management LLC 0.00% Reduce -34.1% 170 $29K
Arax Advisory Partners 0.00% Add +48.2% 163 $27K
Northwestern Mutual Wealth Management Co. 0.00% No change 152 $26K
GW&K Investment Management, LLC 0.00% No change 135 $23K
Bessemer Group Inc. 0.00% Add +5.0% 127 $21K
Optiver Holding B.V. 0.00% Add +5.1% 124 $21K
Nomura Asset Management Co. Ltd. 0.00% No change 120 $20K
True Wealth Design, LLC 0.01% Add +30.3% 116 $20K
Harvest Fund Management Co., Ltd 0.00% Reduce -97.1% 115 $19K
NewEdge Advisors, LLC 0.00% No change 112 $19K
Fourth Dimension Wealth, LLC 0.01% No change 100 $17K
Simplex Trading, LLC 0.00% Reduce -95.8% 98 $16K
Parkside Financial Bank & Trust 0.00% No change 93 $16K
Rise Advisors, LLC 0.01% No change 93 $16K
Huntington National Bank 0.00% Reduce -71.6% 87 $15K
Covestor Ltd 0.01% Reduce -1.2% 81 $14K
CENTRAL TRUST Co 0.00% No change 79 $13K
Boreal Capital Management LLC 0.01% — 75 $13K
Smithfield Trust Co 0.00% No change 65 $11K
Hantz Financial Services, Inc. 0.00% Add +983.3% 65 $11K
Holos Integrated Wealth LLC 0.01% No change 68 $10K
CIBC Private Wealth Group LLC 0.00% Reduce -76.8% 55 $9K
Investors Research Corp 0.00% No change 50 $8K
GeoWealth Management, LLC 0.00% New 50 $8K
Clean Yield Group 0.00% No change 49 $8K
Spire Wealth Management 0.00% No change 44 $7K
Salomon & Ludwin, LLC 0.00% New 40 $7K
Geneos Wealth Management Inc. 0.00% Add +8.1% 40 $7K
First Horizon Advisors, Inc. 0.00% No change 39 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $6K
Farmers & Merchants Investments Inc. 0.00% Add +9.1% 36 $6K
Hemington Wealth Management 0.00% Reduce -13.6% 38 $6K
Steward Partners Investment Advisory, LLC 0.00% Reduce -35.2% 35 $6K
Nisa Investment Advisors, LLC 0.00% Add +13.3% 34 $6K
Larson Financial Group LLC 0.00% Add +50.0% 33 $6K
Inlight Wealth Management, LLC 0.00% No change 30 $5K
Bell Investment Advisors, Inc 0.00% Add +70.6% 29 $5K
Essential Partners LLC 0.00% — 29 $5K
Valley Wealth Managers, Inc. 0.00% No change 26 $4K
Sachetta, LLC 0.00% No change 23 $4K
WealthCollab, LLC 0.00% No change 20 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -13.0% 20 $3K
Ameriflex Group, Inc. 0.00% No change 20 $3K
Brown Brothers Harriman & Co. 0.00% New 17 $3K
Private Wealth Management Group, LLC 0.00% Reduce -37.5% 15 $3K
WPG Advisers, LLC 0.00% No change 15 $3K
J.Safra Asset Management Corp 0.00% No change 15 $3K
Whipplewood Advisors, LLC 0.00% New 14 $2K
Capital A Wealth Management, LLC 0.03% New 20 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
Fortitude Family Office, LLC 0.00% New 11 $2K
Harbour Investments, Inc. 0.00% Reduce -52.6% 9 $2K
Kestra Investment Management, LLC 0.00% Add +28.6% 9 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $1K
Leonteq Securities AG 0.00% No change 6 $1K
Creative Financial Designs Inc. 0.00% No change 5 $841
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $841
Cromwell Holdings LLC 0.00% New 4 $673
Highline Wealth Partners LLC 0.00% No change 4 $673
Prestige Wealth Management Group LLC 0.00% No change 4 $673
Principal Securities, Inc. 0.00% Reduce -93.1% 4 $673
Hughes Financial Services, LLC 0.00% No change 4 $579
Bare Financial Services, Inc 0.00% No change 3 $505
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 3 $505
SouthState Bank Corp 0.00% Reduce -96.3% 3 $505
Rialto Wealth Management, LLC 0.00% New 2 $337
Comprehensive Financial Planning, Inc. 0.00% No change 2 $336
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $336
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $336
AdvisorNet Financial, Inc 0.00% New 2 $336
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $300
DecisionPoint Financial, LLC 0.00% New 1 $170
Parkworth Wealth Management, Inc. 0.00% No change 1 $168
Rothschild Investment LLC 0.00% No change 1 $168
Financial Management Professionals, Inc. 0.00% New 1 $168
Tortoise Investment Management, LLC 0.00% New 1 $168
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.