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, Q4 2023
Institutional positions in Masimo Corp as of Dec 31, 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
- 342
- −10 vs. Q3 2023
- Shares held
- 50.4M
- +3.05M (+6.5%) vs. Q3 2023
- Total value
- $5.91B
- +$1.75B (+42.3%) vs. Q3 2023
- New holders
- 63
- 111 more added
- Sold out
- 73
- 121 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Masimo Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Bokf, NA | 1 | $117 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $117 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $117 | 0.00% | +1 | New |
| Fairfield, Bush & Co. | 3 | $352 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $587 | 0.00% | +3+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $587 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $703 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $703 | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $820 | 0.00% | +7 | New |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8 | $1.18K | 0.00% | −8−50.0% | Reduced |
| WFA Asset Management Corp | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $1.76K | 0.00% | +8+114.3% | Added |
| Private Wealth Management Group, LLC | 15 | $1.76K | 0.00% | +15 | New |
| Quent Capital, LLC | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 15 | $1.90K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 17 | $1.99K | 0.00% | +16+1,600.0% | Added |
| Farmers & Merchants Investments Inc | 18 | $2.11K | 0.00% | −3−14.3% | Reduced |
| Parkside Financial Bank & Trust | 18 | $2.11K | 0.00% | −4−18.2% | Reduced |
| Rise Advisors, LLC | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $2.35K | 0.00% | +20 | New |
| State of Wyoming | 21 | $2.46K | 0.00% | −464−95.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 21 | $2.46K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 23 | $2.70K | 0.00% | +22+2,200.0% | Added |
| Sachetta, LLC | 23 | $2.70K | 0.00% | +23 | New |
| Global Retirement Partners, LLC | 24 | $2.88K | 0.00% | +23+2,300.0% | Added |
| Ronald Blue Trust, Inc. | 38 | $3.00K | 0.00% | +32+533.3% | Added |
| Hallmark Capital Management Inc | 26 | $3.05K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 28 | $3.28K | 0.00% | +28 | New |
| Nisa Investment Advisors, LLC | 32 | $3.75K | 0.00% | −208−86.7% | Reduced |
| Bear Mountain Capital, Inc. | 40 | $4.80K | 0.00% | +40 | New |
| Clean Yield Group | 49 | $5.74K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $5.74K | 0.00% | +48+4,800.0% | Added |
| Colonial Trust Advisors | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 54 | $6.33K | 0.00% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 58 | $6.80K | 0.00% | +58 | New |
| GAMMA Investing LLC | 54 | $6.96K | 0.00% | +54 | New |
| Farther Finance Advisors, LLC | 68 | $7.97K | 0.00% | +56+466.7% | Added |
| Smithfield Trust Co | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 79 | $9.26K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 81 | $9.49K | 0.00% | +32+65.3% | Added |
| Glassman Wealth Services | 82 | $9.61K | 0.00% | +71+645.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 89 | $10.0K | 0.01% | +89 | New |
| Huntington National Bank | 86 | $10.1K | 0.00% | +84+4,200.0% | Added |
| Center for Financial Planning, Inc. | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 110 | $12.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 114 | $13.4K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 119 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $15.0K | 0.00% | −97−43.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 150 | $17.6K | 0.00% | −50−25.0% | Reduced |
| GWM Advisors LLC | 156 | $18.2K | 0.00% | +100+178.6% | Added |
| Quarry LP | 156 | $18.3K | 0.01% | +156 | New |
| Spire Wealth Management | 161 | $20.1K | 0.00% | +4+2.5% | Added |
| Covestor Ltd | 195 | $23.0K | 0.02% | +143+275.0% | Added |
| Harbour Investments, Inc. | 219 | $25.7K | 0.00% | +21+10.6% | Added |
| Provence Wealth Management Group | 225 | $26.4K | 0.01% | −27−10.7% | Reduced |
| Byrne Asset Management LLC | 240 | $27.6K | 0.02% | +240 | New |
| Massmutual Trust Co FSB | 243 | $28.5K | 0.00% | +142+140.6% | Added |
| NBC Securities, Inc. | 255 | $29.0K | 0.00% | −140−35.4% | Reduced |
| Lindbrook Capital, LLC | 289 | $33.9K | 0.00% | +6+2.1% | Added |
| EverSource Wealth Advisors, LLC | 295 | $34.6K | 0.00% | +264+851.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 307 | $36.0K | 0.00% | +307 | New |
| DHJJ Financial Advisors, Ltd. | 360 | $42.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 401 | $47.0K | 0.00% | −23−5.4% | Reduced |
| Leonteq Securities AG | 414 | $48.5K | 0.01% | −10,895−96.3% | Reduced |
| Clearstead Advisors, LLC | 430 | $50.4K | 0.00% | +5+1.2% | Added |
| Parallel Advisors, LLC | 445 | $52.2K | 0.00% | +145+48.3% | Added |
| HHM Wealth Advisors, LLC | 500 | $58.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 538 | $62.0K | 0.01% | +520+2,888.9% | Added |
| Fifth Third Bancorp | 590 | $69.2K | 0.00% | +350+145.8% | Added |
| VitalStone Financial, LLC | 597 | $70.0K | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 684 | $80.2K | 0.00% | −30,699−97.8% | Reduced |
| Wahed Invest LLC | 734 | $86.0K | 0.02% | +47+6.8% | Added |
| Ci Investments Inc. | 761 | $89.0K | 0.00% | −133−14.9% | Reduced |
| Assetmark, Inc | 827 | $96.9K | 0.00% | −174−17.4% | Reduced |
| Advisory Services Network, LLC | 857 | $100.4K | 0.00% | +857 | New |
| Harbor Investment Advisory, LLC | 970 | $113.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,052 | $123.3K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,133 | $132.8K | 0.07% | −567−33.4% | Reduced |
| Whittier Trust Co | 1,134 | $132.9K | 0.00% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 1,300 | $152.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,318 | $154.0K | 0.00% | +157+13.5% | Added |
| Quadrant Capital Group LLC | 1,389 | $162.8K | 0.01% | +691+99.0% | Added |
| Russell Investments Group, Ltd. | 1,390 | $162.9K | 0.00% | −1,684−54.8% | Reduced |
| Aviva PLC | 1,714 | $200.9K | 0.00% | +1,714 | New |
| Pitcairn Co | 1,867 | $218.8K | 0.02% | +1,867 | New |
| Toroso Investments, LLC | 1,910 | $223.9K | 0.01% | +1,910 | New |
| Shelton Capital Management | 1,942 | $227.6K | 0.01% | −442−18.5% | Reduced |
| Independent Advisor Alliance | 2,036 | $238.6K | 0.01% | +2,036 | New |
| 180 Wealth Advisors, LLC | 2,214 | $253.7K | 0.05% | +2,214 | New |
| BancorpSouth Bank | 2,172 | $254.6K | 0.02% | +2,172 | New |
| Mission Wealth Management, LP | 2,280 | $267.2K | 0.01% | +2,280 | New |
| Coldstream Capital Management Inc | 2,292 | $268.6K | 0.01% | +2,292 | New |