MasimoMASI

13F holders, Q4 2025 (December 31)
392holders +34
72new positions
49sold out
12famous investors
$130.08avg. 13F price*

At the end of Q4 2025, 392 institutions reported holding Masimo Corp. (MASI) in their 13F filings, up 34 from Q3 2025. 72 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($1.2B), FMR LLC ($1.0B) and Politan Capital Management LP ($596.9M). 12 famous investors held it, including Andreas Halvorsen (0.2% of Viking Global Investors's portfolio), Joel Greenblatt (0.2% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions72$373.6M
Exits49$176.7M

All 13F filers, Q3 2025 → Q4 2025: 6,411,555 shares bought and 7,642,777 shares sold, net −1,231,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 392 holders

BlackRock, Inc. 0.02% Reduce -14.5% 8,855,619 $1.2B
FMR LLC 0.05% Reduce -4.3% 7,864,164 $1.0B
Politan Capital Management LP 71.01% No change 4,589,648 $596.9M
Vanguard Group Inc. 0.01% Reduce -9.6% 4,348,786 $565.6M
Massachusetts Financial Services Co. 0.11% Add +1.7% 2,663,875 $346.5M
T. Rowe Price Investment Management, Inc. 0.19% Add +9.6% 2,330,158 $303.1M
Naya Capital Management UK Ltd. 15.28% New 1,560,697 $203.0M
Westfield Capital Management Co. LP 0.82% Add +7.2% 1,522,049 $198.0M
State Street Corp. 0.01% Reduce -4.7% 1,415,196 $184.1M
Alyeska Investment Group, L.P. 0.46% Reduce -8.8% 1,259,307 $163.8M
AQR Capital Management 0.07% Add +3416.6% 1,091,326 $141.9M
Geode Capital Management, LLC 0.01% Add +1.2% 953,976 $124.1M
Morgan Stanley 0.01% Add +33.3% 920,735 $119.8M
RTW Investments, LP 0.89% No change 683,294 $88.9M
Capital Research Global Investors 0.02% Reduce -65.6% 637,894 $83.0M
Goldman Sachs Group Inc. 0.01% Reduce -14.5% 636,698 $82.8M
Liontrust Investment Partners LLP 1.21% Reduce -7.9% 627,796 $81.7M
UBS Group AG 0.02% Add +252.9% 599,274 $77.9M
Squarepoint Ops LLC 0.15% Reduce -6.0% 583,747 $75.9M
Viking Global Investors 0.18% Reduce -52.1% 514,340 $66.9M
Schroder Investment Management Group 0.05% Add +41.3% 475,504 $62.3M
Ameriprise Financial Inc. 0.01% Add +1.6% 468,407 $60.9M
Northern Trust Corp. 0.01% Reduce -3.0% 380,464 $49.5M
Norges Bank 0.01% — 377,421 $49.1M
Baron Capital (BAMCO) 0.13% Reduce -3.8% 373,899 $48.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.7% 361,896 $47.1M
Gotham Asset Management 0.16% Add +165.2% 342,194 $44.5M
Corient Private Wealth LP 0.06% Add +1.2% 340,230 $44.3M
Invesco Ltd. 0.00% Reduce -0.6% 319,308 $41.5M
Bank of New York Mellon Corp 0.01% Reduce -1.3% 308,485 $40.1M
Qube Research & Technologies Ltd 0.05% New 293,536 $38.2M
Bank of America Corp. 0.00% Reduce -29.7% 284,702 $37.0M
Schonfeld Strategic Advisors LLC 0.17% Add +2335.1% 265,036 $34.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +41.0% 232,565 $30.2M
Nuveen, LLC 0.01% Reduce -0.7% 224,068 $29.1M
Marshall Wace, LLP 0.03% Add +63.5% 219,312 $28.5M
T. Rowe Price Associates Inc. 0.00% Reduce -58.5% 213,594 $27.8M
Parkman Healthcare Partners LLC 2.48% New 200,000 $26.0M
Erste Asset Management GmbH 0.22% Add +25.0% 200,000 $26.0M
Millennium Management 0.02% Add +1065.2% 187,965 $24.4M
Raymond James Financial Inc. 0.01% Reduce -4.8% 186,510 $24.3M
American Century Companies Inc. 0.01% Add +6.2% 178,758 $23.2M
Dimensional Fund Advisors LP 0.00% Reduce -33.0% 173,950 $22.6M
Man Group plc 0.04% New 147,416 $19.2M
GMO 0.05% Reduce -40.8% 143,825 $18.7M
DF Dent & Co. Inc. 0.27% Add +31.3% 142,626 $18.6M
Rhumbline Advisers 0.01% Reduce -1.6% 124,556 $16.2M
Citigroup Inc. 0.01% Add +3.9% 121,231 $15.8M
GW&K Investment Management, LLC 0.13% Reduce -3.8% 119,362 $15.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.0% 118,964 $15.5M
JPMorgan Chase & Co. 0.00% Add +9.1% 117,798 $15.3M
TD Asset Management Inc 0.01% Add +6.2% 114,514 $14.9M
Jane Street Group, LLC 0.02% New 102,881 $13.4M
Principal Financial Group Inc. 0.01% Reduce -4.2% 97,858 $12.7M
Bellevue Group AG 0.24% Add +0.3% 97,285 $12.7M
HRT Financial LP 0.04% New 92,776 $12.1M
Legal & General Group Plc 0.00% Reduce -10.0% 92,436 $12.0M
Swiss National Bank 0.01% Add +2.0% 91,100 $11.8M
Rockefeller Capital Management L.P. 0.02% Reduce -41.4% 86,411 $11.2M
Tidal Investments LLC 0.05% Reduce -35.6% 85,294 $11.1M
Engineers Gate Manager LP 0.13% Add +171.2% 83,458 $10.9M
GAMCO Investors 0.10% Reduce -0.9% 83,000 $10.8M
Alpha Wave Global, LP 1.20% Reduce -22.2% 75,552 $9.8M
D. E. Shaw & Co. 0.01% New 66,016 $8.6M
California Public Employees Retirement System 0.00% Reduce -19.3% 63,359 $8.2M
Renaissance Technologies 0.01% New 59,900 $7.8M
Swedbank AB 0.01% Reduce -11.8% 59,500 $7.7M
Barclays PLC 0.00% Reduce -25.0% 58,358 $7.6M
Quantbot Technologies LP 0.25% New 56,925 $7.4M
Retirement Systems of Alabama 0.02% Reduce -1.9% 54,795 $7.1M
Alliancebernstein L.P. 0.00% Add +1.2% 54,223 $7.1M
Assenagon Asset Management S.A. 0.01% Add +2078.5% 53,525 $7.0M
Verition Fund Management LLC 0.04% Add +463.9% 53,020 $6.9M
BLI - Banque de Luxembourg Investments 0.19% Reduce -28.7% 48,839 $6.4M
Capital Fund Management S.A. 0.06% Add +38.2% 47,586 $6.2M
Sofinnova Investments, Inc. 0.26% New 46,201 $6.0M
Amundi 0.00% Reduce -48.3% 43,860 $5.7M
California State Teachers Retirement System 0.01% Add +1.1% 43,823 $5.7M
Citadel Advisors 0.00% Reduce -50.9% 43,052 $5.6M
NS Partners Ltd 0.22% Reduce -0.1% 42,348 $5.5M
Walleye Capital LLC 0.03% Reduce -53.0% 42,049 $5.5M
New York State Teachers Retirement System 0.01% No change 40,048 $5.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.2% 39,749 $5.2M
Voloridge Investment Management, LLC 0.02% Add +1281.7% 39,557 $5.1M
Wilson Asset Management (international) PTY Ltd. 1.32% Add +44.8% 39,437 $5.1M
Canada Pension Plan Investment Board 0.00% Add +143.7% 38,500 $5.0M
STRS Ohio 0.02% Add +0.0% 36,915 $4.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.0% 33,184 $4.3M
Gabelli Funds LLC 0.03% No change 32,700 $4.3M
Baird Financial Group, Inc. 0.01% Reduce -14.4% 30,679 $4.0M
Nordea Investment Management AB 0.00% Reduce -12.9% 28,319 $3.7M
Campbell & CO Investment Adviser LLC 0.17% New 27,783 $3.6M
Storebrand Asset Management As 0.01% Reduce -0.1% 27,714 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.9% 26,610 $3.5M
Logan Capital Management Inc. 0.15% Add +5.6% 26,505 $3.4M
Onex Canada Asset Management Inc. 0.47% Reduce -7.6% 25,805 $3.4M
Intech Investment Management LLC 0.03% Reduce -16.6% 24,765 $3.2M
MetLife Investment Management, LLC 0.02% Reduce -5.3% 24,472 $3.2M
Westmount Partners, LLC 0.79% Reduce -6.3% 24,232 $3.2M
New York State Common Retirement Fund 0.00% No change 24,160 $3.1M
Cerity Partners LLC 0.00% Add +886.1% 23,774 $3.1M
Thrivent Financial for Lutherans 0.01% Add +56.0% 23,174 $3.0M
Amalgamated Bank 0.02% Reduce -4.7% 21,551 $2.8M
Cardinal Capital Management 0.37% Add +1.3% 21,462 $2.8M
Mariner, LLC 0.00% New 21,449 $2.8M
South Dakota Investment Council 0.05% Reduce -7.8% 21,268 $2.8M
Janus Henderson Group PLC 0.00% No change 20,000 $2.6M
Advisors Asset Management, Inc. 0.04% Reduce -17.9% 19,858 $2.6M
State of Wisconsin Investment Board 0.01% Reduce -10.3% 19,490 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.6% 19,484 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -10.9% 19,001 $2.5M
Treasurer of the State of North Carolina 0.01% Reduce -6.8% 18,886 $2.5M
Wells Fargo & Company 0.00% Add +8.2% 18,697 $2.4M
Worldquant Millennium Advisors LLC 0.01% Add +597.1% 18,558 $2.4M
Cwm, LLC 0.01% Add +2045.3% 18,535 $2.4M
Commerce Bank 0.01% Reduce -5.4% 17,876 $2.3M
Creative Planning 0.00% Add +55.1% 17,109 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -19.7% 16,975 $2.2M
Susquehanna International Group, LLP 0.00% Add +518.3% 16,849 $2.2M
State of New Jersey Common Pension Fund D 0.01% No change 16,652 $2.2M
SG Americas Securities, LLC 0.00% Add +84.2% 16,429 $2.1M
Dark Forest Capital Management LP 0.10% Add +63.7% 16,385 $2.1M
Tudor Investment Corporation 0.01% Reduce -48.7% 16,242 $2.1M
Deerfield Management Company, L.P. 0.03% New 16,147 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 14,528 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -4.9% 15,932 $2.1M
ADAR1 Capital Management, LLC 0.15% No change 15,000 $2.0M
Brown Advisory Inc. 0.00% Reduce -4.4% 14,854 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 14,771 $1.9M
Handelsbanken Fonder AB 0.01% Add +19.5% 14,730 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 13,918 $1.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -96.3% 14,572 $1.9M
Trexquant Investment LP 0.02% New 13,920 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -3.6% 13,879 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.3% 13,537 $1.8M
Ameritas Investment Partners, Inc. 0.05% Add +53.3% 13,272 $1.7M
Quantinno Capital Management LP 0.00% Reduce -66.5% 13,253 $1.7M
Lecap Asset Management Ltd. 0.68% New 13,196 $1.7M
Empower Advisory Group, LLC 0.00% Reduce -7.1% 13,105 $1.7M
Jump Financial, LLC 0.02% New 12,953 $1.7M
Arizona State Retirement System 0.01% Reduce -5.8% 12,818 $1.7M
XTX Topco Ltd 0.04% New 12,746 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -2.3% 12,600 $1.6M
Comerica Bank 0.01% Reduce -94.8% 12,233 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +483.7% 11,371 $1.6M
Lockerman Financial Group, Inc. 2.94% No change 11,800 $1.5M
Summit Trail Advisors, LLC 0.03% Add +214.0% 11,696 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.6% 11,425 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -27.0% 11,359 $1.5M
Paradigm Capital Management Inc. 0.06% No change 11,353 $1.5M
Royal Bank of Canada 0.00% Reduce -91.1% 11,340 $1.5M
Sterling Capital Management LLC 0.02% Add +2.6% 10,885 $1.4M
Mercer Global Advisors Inc. 0.00% New 10,862 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.8% 10,796 $1.4M
KLP Kapitalforvaltning As 0.01% Add +8.2% 10,600 $1.4M
Picton Mahoney Asset Management 0.01% Reduce -12.3% 10,500 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.8% 10,215 $1.3M
New Mexico Educational Retirement Board 0.04% No change 9,900 $1.3M
Victory Capital Management Inc. 0.00% Reduce -70.2% 9,836 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.5% 9,698 $1.3M
Occudo Quantitative Strategies LP 0.08% Add +87.7% 9,663 $1.3M
Harbor Capital Advisors, Inc. 0.10% Reduce -3.4% 9,599 $1.2M
Polymer Capital Management (US) LLC 0.16% Add +62.1% 9,523 $1.2M
Dynamic Technology Lab Private Ltd 0.28% New 9,480 $1.2M
ExodusPoint Capital Management, LP 0.01% New 9,385 $1.2M
Oregon Public Employees Retirement Fund 0.01% Reduce -2.2% 9,074 $1.2M
Xponance LLC 0.01% Reduce -7.3% 8,738 $1.1M
Redwood Investment Management, LLC 0.12% New 8,435 $1.1M
Birchview Capital, LP 0.63% No change 8,280 $1.1M
OP Asset Management Ltd 0.01% Add +30.1% 8,207 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Reduce -9.8% 8,024 $1.0M
DE Burlo Group Inc. 0.13% Reduce -1.2% 7,952 $1.0M
Wellington Management Group LLP 0.00% Add +257.0% 7,832 $1.0M
Sei Investments Co. 0.00% Reduce -64.4% 7,715 $1.0M
BNP Paribas Financial Markets 0.00% Reduce -48.1% 7,529 $979K
Vanguard Personalized Indexing Management, LLC 0.01% Add +10.8% 7,523 $978K
LPL Financial LLC 0.00% Add +2.6% 7,512 $977K
Pacer Advisors, Inc. 0.00% Add +21.1% 7,360 $957K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 7,287 $948K
Pathstone Holdings, LLC 0.00% Add +2.1% 7,107 $924K
Deutsche Bank AG 0.00% Add +2.0% 6,736 $876K
Pictet Asset Management Holding SA 0.00% Reduce -4.4% 6,540 $851K
Navellier & Associates Inc. 0.09% No change 6,310 $821K
Graham Capital Management, L.P. 0.04% Add +4.3% 6,017 $783K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.7% 5,812 $756K
Cinctive Capital Management LP 0.04% New 5,681 $739K
Focus Partners Wealth 0.00% New 5,474 $712K
Magnetar Financial LLC 0.01% New 5,455 $709K
Malaga Cove Capital, LLC 0.24% Add +7.0% 5,366 $698K
B.O.S.S. Retirement Advisors, LLC 0.22% No change 5,337 $694K
Bank of Nova Scotia 0.00% New 5,247 $682K
FORA Capital, LLC 0.08% Add +42.9% 5,174 $673K
Exchange Traded Concepts, LLC 0.01% Add +17.8% 5,101 $663K
Neuberger Berman Group LLC 0.00% Add +2.2% 5,006 $651K
Bank of Montreal 0.00% Reduce -0.5% 4,976 $647K
Laird Norton Wetherby Trust Company, LLC 0.01% New 4,778 $621K
Capstone Investment Advisors, LLC 0.01% Add +192.5% 4,718 $614K
Public Employees Retirement Association of Colorado 0.00% No change 4,685 $609K
Russell Investments Group, Ltd. 0.00% Reduce -5.2% 4,633 $603K
State of Alaska, Department of Revenue 0.01% Reduce -8.8% 4,602 $598K
Stifel Financial Corp. 0.00% Reduce -3.7% 4,526 $589K
Voya Investment Management LLC 0.00% Reduce -9.5% 4,413 $574K
Franklin Resources Inc. 0.00% Reduce -6.6% 4,384 $570K
Eukles Asset Management 0.22% Reduce -2.0% 4,350 $566K
Tema ETFs LLC 0.04% Reduce -3.1% 4,342 $565K
NEOS Investment Management LLC 0.00% Reduce -3.1% 4,342 $565K
New Age Alpha Advisors, LLC 0.02% Add +95.2% 4,238 $551K
Private Advisor Group, LLC 0.00% Reduce -0.5% 4,225 $550K
Captrust Financial Advisors 0.00% New 3,852 $501K
Vestcor Inc 0.01% No change 3,825 $497K
Avior Wealth Management, LLC 0.02% Reduce -0.4% 3,797 $494K
US Bancorp \de 0.00% No change 3,764 $490K
HighTower Advisors, LLC 0.00% Reduce -9.8% 3,747 $487K
Quadrant Capital Group LLC 0.01% Reduce -23.3% 3,746 $487K
Gsa Capital Partners LLP 0.04% New 3,682 $479K
Federated Hermes, Inc. 0.00% Reduce -28.2% 3,672 $478K
AlphaGrep UK Ltd 0.16% — 3,657 $476K
Federation des caisses Desjardins du Quebec 0.00% Add +18.2% 3,657 $476K
Verus Capital Partners, LLC 0.03% No change 3,651 $475K
Krilogy Financial LLC 0.02% New 3,362 $471K
Versor Investments LP 0.07% Add +58.3% 3,564 $464K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -15.7% 3,502 $446K
Oxford Financial Group, LTD. LLC 0.02% No change 3,430 $446K
Securian Asset Management, Inc. 0.02% Reduce -2.9% 3,333 $433K
M&T Bank Corp 0.00% Add +10.5% 3,324 $432K
NorthCrest Asset Manangement, LLC 0.01% New 3,133 $420K
CenterBook Partners LP 0.02% New 3,148 $409K
Curi Capital, LLC 0.01% New 3,143 $409K
Farringdon Capital, Ltd. 0.10% New 3,141 $409K
Havemeyer Place LP 0.08% — 3,020 $393K
Merit Financial Group, LLC 0.00% New 2,981 $388K
Coldstream Capital Management Inc. 0.01% Add +11.1% 2,963 $385K
State of Wyoming 0.04% Reduce -15.4% 2,896 $377K
111 Capital 0.08% Add +72.3% 2,871 $373K
Two Sigma Securities, LLC 0.05% New 2,711 $353K
Ensign Peak Advisors, Inc 0.00% Reduce -90.1% 2,711 $353K
180 Wealth Advisors, LLC 0.04% Add +1.6% 2,662 $346K
Buckhead Capital Management LLC 0.12% No change 2,650 $345K
Crossmark Global Holdings, Inc. 0.00% No change 2,640 $343K
Wesleyan Assurance Society 0.02% No change 2,550 $331K
KCM Investment Advisors LLC 0.01% No change 2,515 $327K
Oppenheimer Asset Management Inc. 0.00% Reduce -10.5% 2,503 $326K
Orser Capital Management, LLC 0.18% New 2,450 $319K
Townsquare Capital LLC 0.07% Reduce -9.0% 2,444 $318K
Utah Retirement Systems 0.00% No change 2,382 $310K
Headlands Technologies LLC 0.03% New 2,350 $306K
First Trust Advisors LP 0.00% Reduce -96.2% 2,341 $304K
Fiduciary Trust Co 0.00% Add +14.9% 2,339 $304K
HB Wealth Management, LLC 0.00% New 2,337 $304K
Natixis 0.00% New 2,286 $297K
Inceptionr LLC 0.08% New 2,202 $286K
Swiss Life Asset Management Ltd 0.00% No change 2,173 $283K
Hardy Reed LLC 0.02% No change 2,172 $282K
Cadence Bank 0.02% No change 2,172 $282K
Farther Finance Advisors, LLC 0.00% Add +99.6% 2,144 $279K
nVerses Capital, LLC 0.60% — 2,067 $269K
Maryland State Retirement & Pension System 0.01% No change 2,028 $264K
Aigen Investment Management, LP 0.06% New 2,018 $262K
Beese Fulmer Investment Management, Inc. 0.02% New 2,002 $260K
Virtu Financial LLC 0.01% New 1,985 $258K
Prudential Financial Inc. 0.00% Reduce -47.4% 1,958 $257K
Silver Oak Securities, Incorporated 0.02% No change 1,955 $256K
Blueshift Asset Management, LLC 0.07% Reduce -63.1% 1,966 $256K
Chicago Partners Investment Group LLC 0.01% New 1,796 $254K
Mission Wealth Management, LP 0.01% Add +17.4% 1,885 $245K
Assetmark, Inc. 0.00% Add +5.5% 1,850 $241K
ProShare Advisors LLC 0.00% Reduce -6.8% 1,830 $238K
iSAM Funds (UK) Ltd 0.08% Add +152.1% 1,762 $229K
O'shaughnessy Asset Management, LLC 0.00% Add +18.1% 1,762 $229K
Vident Advisory, LLC 0.00% Reduce -3.0% 1,748 $227K
Rothschild Wealth LLC 0.02% New 1,747 $227K
Allworth Financial LP 0.00% Add +87.3% 1,695 $220K
Sanctuary Advisors, LLC 0.00% New 1,672 $217K
CIBC Asset Management Inc 0.00% No change 1,669 $217K
Pinnacle Associates Ltd. 0.00% New 1,667 $217K
M&G PLC 0.00% No change 1,623 $211K
Bridgewater Associates 0.00% Reduce -5.5% 1,619 $211K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,611 $210K
SummitTX Capital, L.P. 0.01% New 1,603 $208K
North Dakota State Investment Board 0.01% — 1,602 $208K
Shelton Capital Management 0.00% No change 1,592 $207K
Inscription Capital, LLC 0.02% Reduce -2.5% 1,570 $204K
Mirabella Financial Services LLP 0.02% New 1,551 $202K
Vontobel Holding Ltd. 0.00% New 1,549 $201K
Clearstead Advisors, LLC 0.00% Add +195.5% 1,389 $181K
KBC Group NV 0.00% No change 1,258 $164K
Tower Research Capital LLC (TRC) 0.00% Reduce -21.6% 1,202 $156K
Whittier Trust Co. 0.00% No change 1,134 $155K
EverSource Wealth Advisors, LLC 0.00% Add +330.0% 976 $127K
Caitong International Asset Management Co., Ltd 0.03% New 890 $116K
Essential Partners LLC 0.04% Add +2856.7% 887 $115K
Eurizon Capital SGR S.p.A. 0.00% — 784 $103K
Hantz Financial Services, Inc. 0.00% Add +12.9% 655 $85K
Harbor Investment Advisory, LLC 0.01% Reduce -37.5% 624 $81K
Fifth Third Bancorp 0.00% Add +0.2% 577 $75K
IFP Advisors, Inc 0.00% Add +3081.3% 509 $66K
Osaic Holdings, Inc. 0.00% Reduce -30.0% 477 $62K
UMB Bank, n.a. 0.00% Add +94.6% 465 $60K
Bayforest Capital Ltd 0.04% Reduce -87.0% 464 $60K
Signaturefd, LLC 0.00% Add +6.8% 408 $53K
Danske Bank A/S 0.00% No change 400 $52K
DHJJ Financial Advisors, Ltd. 0.02% No change 360 $47K
Kohmann Bosshard Financial Services, LLC 0.00% New 342 $44K
Smartleaf Asset Management LLC 0.00% Add +2.6% 314 $41K
Blue Trust, Inc. 0.00% Reduce -10.0% 306 $40K
Jones Financial Companies LLLP 0.00% Reduce -20.8% 305 $40K
Parallel Advisors, LLC 0.00% No change 284 $37K
GAMMA Investing LLC 0.00% Reduce -43.9% 283 $37K
Torren Management, LLC 0.02% — 269 $35K
SBI Securities Co., Ltd. 0.00% Reduce -1.5% 266 $35K
Rothschild Investment LLC 0.00% Add +12950.0% 261 $34K
Los Angeles Capital Management LLC 0.00% New 220 $31K
MassMutual Private Wealth & Trust, FSB 0.00% No change 223 $29K
Hilltop National Bank 0.01% No change 218 $28K
Aster Capital Management (DIFC) Ltd 0.01% New 216 $28K
Global Retirement Partners, LLC 0.00% New 205 $27K
Lanark Financial, Inc. 0.00% Reduce -13.3% 196 $25K
Activest Wealth Management 0.00% New 187 $24K
SJS Investment Consulting Inc. 0.00% Add +30.4% 176 $23K
AlphaQuest LLC 0.00% New 151 $20K
Bessemer Group Inc. 0.00% No change 141 $19K
MAI Capital Management 0.00% Add +80.5% 139 $18K
Strive Financial Group ,LLC 0.01% — 120 $16K
Nomura Asset Management Co. Ltd. 0.00% No change 120 $16K
NewEdge Advisors, LLC 0.00% No change 112 $15K
Flagship Harbor Advisors, LLC 0.00% New 111 $14K
Parkside Financial Bank & Trust 0.00% Add +17.2% 109 $14K
J.Safra Asset Management Corp 0.00% Add +556.3% 105 $14K
Fourth Dimension Wealth, LLC 0.00% No change 100 $13K
Covestor Ltd 0.01% No change 81 $11K
True Wealth Design, LLC 0.00% Reduce -5.6% 84 $11K
Huntington National Bank 0.00% Reduce -3.6% 80 $10K
CENTRAL TRUST Co 0.00% No change 79 $10K
Arax Advisory Partners 0.00% New 78 $10K
Boreal Capital Management LLC 0.01% No change 75 $10K
Smithfield Trust Co 0.00% No change 65 $9K
Holos Integrated Wealth LLC 0.00% No change 68 $9K
Basecamp Wealth Advisors LLC 0.00% — 62 $8K
Elyxium Wealth, LLC 0.00% New 55 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -64.7% 54 $7K
Navalign, LLC 0.00% New 50 $7K
Investors Research Corp 0.00% No change 50 $7K
Clean Yield Group 0.00% No change 49 $6K
Farmers & Merchants Investments Inc. 0.00% Add +5.0% 42 $5K
Quarry LP 0.00% Reduce -93.7% 41 $5K
Spire Wealth Management 0.00% No change 39 $5K
Inspire Investing, LLC 0.00% New 38 $5K
Quent Capital, LLC 0.00% Add +483.3% 35 $5K
Steward Partners Investment Advisory, LLC 0.00% No change 35 $5K
Inlight Wealth Management, LLC 0.00% No change 30 $4K
MidFirst Bank 0.00% — 30 $4K
Nisa Investment Advisors, LLC 0.00% No change 30 $4K
Ancora Advisors LLC 0.00% New 29 $4K
First Eagle Investment Management, LLC 0.00% New 28 $4K
Versant Capital Management, Inc 0.00% Reduce -62.0% 27 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% New 25 $3K
CIBC Private Wealth Group LLC 0.00% Add +60.0% 24 $3K
Sachetta, LLC 0.00% No change 23 $3K
Bell Investment Advisors, Inc 0.00% Reduce -27.6% 21 $3K
WealthCollab, LLC 0.00% No change 20 $3K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 20 $3K
First Horizon Corp. 0.00% No change 19 $2K
JFS Wealth Advisors, LLC 0.00% No change 18 $2K
Optiver Holding B.V. 0.00% Reduce -83.6% 18 $2K
Sunrise Financial Services, LLC 0.00% — 17 $2K
Brown Brothers Harriman & Co. 0.00% No change 17 $2K
Private Wealth Management Group, LLC 0.00% No change 15 $2K
Westside Investment Management, Inc. 0.00% New 14 $2K
Adirondack Trust Co. 0.00% No change 12 $2K
SageView Advisory Group, LLC 0.00% New 10 $1K
High Note Wealth, LLC 0.00% New 9 $1K
Harbour Investments, Inc. 0.00% No change 9 $1K
Elevation Wealth Partners, LLC 0.00% Reduce -50.0% 6 $781
Cornerstone Financial Management LLC 0.00% — 6 $780
Hughes Financial Services, LLC 0.00% Add +50.0% 6 $780
Leonteq Securities AG 0.00% No change 6 $780
Root Financial Partners, LLC 0.00% No change 6 $780
DiNuzzo Private Wealth, Inc. 0.00% Reduce -16.7% 5 $651
Creative Financial Designs Inc. 0.00% No change 5 $650
Prestige Wealth Management Group LLC 0.00% No change 4 $521
Cromwell Holdings LLC 0.00% No change 4 $520
Larson Financial Group LLC 0.00% Reduce -84.0% 4 $520
Cornerstone Planning Group LLC 0.00% New 2 $275
Comprehensive Financial Planning, Inc. 0.00% No change 2 $260
Bare Financial Services, Inc 0.00% Reduce -33.3% 2 $260
SHP Wealth Management 0.00% — 2 $260
Dunhill Financial, LLC 0.00% New 1 $154
American Capital Advisory, LLC 0.00% New 1 $131
DecisionPoint Financial, LLC 0.00% No change 1 $131
Private Trust Co. NA 0.00% No change 1 $130
Investors Portfolio Services LLC 0.00% — 1 $82
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.