Masimo Corp
MASIDelisted Jun 10, 2026- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0000937556
Masimo Corp was delisted on Jun 10, 2026; its insiders filed their last Form 4 on Jun 12, 2026; 451 institutions reported holding it in 13F filings for Q1 2026, worth $9.69B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Masimo Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 357
- −57 vs. Q2 2023
- Shares held
- 47.7M
- +1.72M (+3.7%) vs. Q2 2023
- Total value
- $4.18B
- −$3.38B (−44.7%) vs. Q2 2023
- New holders
- 59
- 81 more added
- Sold out
- 116
- 158 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MASI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2 | $16.2K |
| Q1 2026 | 451 | $9.69B |
| Q4 2025 | 392 | $7.20B |
| Q3 2025 | 358 | $8.29B |
| Q2 2025 | 379 | $9.68B |
| Q1 2025 | 393 | $9.02B |
| Q4 2024 | 366 | $8.50B |
| Q3 2024 | 362 | $6.72B |
| Q2 2024 | 352 | $6.24B |
| Q1 2024 | 339 | $7.59B |
| Q4 2023 | 342 | $5.91B |
| Q3 2023 | 357 | $4.18B |
| Q2 2023 | 415 | $7.56B |
| Q1 2023 | 428 | $8.30B |
| Q4 2022 | 405 | $6.58B |
| Q3 2022 | 418 | $6.54B |
| Q2 2022 | 417 | $5.81B |
| Q1 2022 | 457 | $6.61B |
| Q4 2021 | 520 | $13.6B |
| Q3 2021 | 475 | $12.5B |
| Q2 2021 | 459 | $11.1B |
| Q1 2021 | 481 | $10.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Masimo Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 10 | $0 | 0.00% | −26−72.2% | Reduced |
| Global Retirement Partners, LLC | 1 | $83 | 0.00% | −5−83.3% | Reduced |
| JJJ Advisors Inc. | 1 | $88 | 0.00% | −422−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $88 | 0.00% | −20−95.2% | Reduced |
| Bell Investment Advisors, Inc | 1 | $88 | 0.00% | −18−94.7% | Reduced |
| True Wealth Design, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $175 | 0.00% | −128−98.5% | Reduced |
| Arcadia Investment Management Corp | 2 | $176 | 0.00% | −502−99.6% | Reduced |
| SJS Investment Consulting Inc. | 2 | $176 | 0.00% | −3−60.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2 | $176 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5 | $438 | 0.00% | −9−64.3% | Reduced |
| AdvisorNet Financial, Inc | 6 | $526 | 0.00% | −6−50.0% | Reduced |
| Versant Capital Management, Inc | 7 | $614 | 0.00% | +1+16.7% | Added |
| Tfo-TDC, LLC | 4 | $658 | 0.00% | +4 | New |
| Authentikos Wealth Advisory, LLC | 8 | $701 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 9 | $790 | 0.00% | +9 | New |
| Lee Financial Co | 10 | $877 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $964 | 0.00% | +3+37.5% | Added |
| Ronald Blue Trust, Inc. | 6 | $1.00K | 0.00% | −45−88.2% | Reduced |
| Farther Finance Advisors, LLC | 12 | $1.05K | 0.00% | −38−76.0% | Reduced |
| Adirondack Trust Co | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $1.93K | 0.00% | −2−8.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 22 | $2.00K | 0.00% | −10−31.3% | Reduced |
| Harvest Fund Management Co., Ltd | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 25 | $2.19K | 0.00% | +25 | New |
| Hallmark Capital Management Inc | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $2.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $2.72K | 0.00% | +28+933.3% | Added |
| Clean Yield Group | 49 | $4.01K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $4.30K | 0.00% | +41+512.5% | Added |
| Gradient Investments LLC | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 54 | $4.74K | 0.00% | −17−23.9% | Reduced |
| GWM Advisors LLC | 56 | $4.88K | 0.00% | −13−18.8% | Reduced |
| Smithfield Trust Co | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 52 | $5.00K | 0.00% | −1−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 60 | $5.26K | 0.00% | +5+9.1% | Added |
| Central Trust Co | 79 | $6.93K | 0.00% | +79 | New |
| Cary Street Partner Investment Advisory LLC | 100 | $8.77K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $8.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $8.86K | 0.00% | −241−70.5% | Reduced |
| West Oak Capital, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 110 | $9.64K | 0.00% | −11,310−99.0% | Reduced |
| LGT Financial Advisors LLC | 114 | $10.0K | 0.01% | +114 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 119 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 157 | $13.8K | 0.00% | −170−52.0% | Reduced |
| National Bank of Canada | 159 | $13.9K | 0.00% | −16−9.1% | Reduced |
| Harbour Investments, Inc. | 198 | $17.4K | 0.00% | +15+8.2% | Added |
| Northwestern Mutual Wealth Management Co | 200 | $17.5K | 0.00% | −40−16.7% | Reduced |
| Allworth Financial LP | 225 | $19.7K | 0.00% | +61+37.2% | Added |
| Fifth Third Bancorp | 240 | $21.0K | 0.00% | −56−18.9% | Reduced |
| Nisa Investment Advisors, LLC | 240 | $21.0K | 0.00% | +5+2.1% | Added |
| Provence Wealth Management Group | 252 | $22.1K | 0.01% | +252 | New |
| Clear Street Markets LLC | 274 | $24.0K | 0.02% | +274 | New |
| Lindbrook Capital, LLC | 283 | $24.8K | 0.00% | +79+38.7% | Added |
| Parallel Advisors, LLC | 300 | $26.3K | 0.00% | −21−6.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 300 | $26.3K | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 355 | $31.0K | 0.00% | −8,710−96.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 360 | $31.6K | 0.02% | +360 | New |
| Kapitalo Investimentos Ltda | 385 | $33.8K | 0.00% | +385 | New |
| NBC Securities, Inc. | 395 | $34.0K | 0.00% | +395 | New |
| Signaturefd, LLC | 424 | $37.2K | 0.00% | −540−56.0% | Reduced |
| Clearstead Advisors, LLC | 425 | $37.3K | 0.00% | −476−52.8% | Reduced |
| Itau Unibanco Holding S.A. | 437 | $38.3K | 0.00% | −3−0.7% | Reduced |
| State of Wyoming | 485 | $42.5K | 0.01% | +155+47.0% | Added |
| HHM Wealth Advisors, LLC | 500 | $43.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $44.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 597 | $52.0K | 0.04% | 00.0% | Unchanged |
| Wahed Invest LLC | 687 | $60.2K | 0.02% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 698 | $61.2K | 0.01% | −341−32.8% | Reduced |
| Ci Investments Inc. | 894 | $78.0K | 0.00% | −116−11.5% | Reduced |
| Harbor Investment Advisory, LLC | 970 | $85.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,001 | $87.8K | 0.00% | −9,852−90.8% | Reduced |
| United Community Bank | 1,052 | $92.2K | 0.05% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,087 | $95.3K | 0.29% | −1,249−53.5% | Reduced |
| Whittier Trust Co | 1,134 | $99.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,161 | $102.0K | 0.00% | −124−9.6% | Reduced |
| Wesleyan Assurance Society | 1,300 | $114.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,700 | $149.1K | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,786 | $156.6K | 0.00% | +1,786 | New |
| Jefferies Financial Group Inc. | 2,173 | $190.5K | 0.00% | +2,173 | New |
| Shelton Capital Management | 2,384 | $209.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,396 | $210.1K | 0.00% | −441−15.5% | Reduced |
| KCM Investment Advisors LLC | 2,415 | $211.7K | 0.01% | −100−4.0% | Reduced |
| CI Private Wealth, LLC | 2,426 | $212.7K | 0.00% | −266−9.9% | Reduced |
| Mackenzie Financial Corp | 2,550 | $215.8K | 0.00% | +950+59.4% | Added |
| Forte Capital LLC | 2,481 | $217.5K | 0.03% | −35,468−93.5% | Reduced |
| Bridgefront Capital, LLC | 2,481 | $217.5K | 0.15% | +2,481 | New |
| Inspire Advisors, LLC | 2,505 | $219.6K | 0.04% | −2,544−50.4% | Reduced |