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, Q2 2024
Institutional positions in Masimo Corp as of Jun 30, 2024. 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
- 352
- +15 vs. Q1 2024
- Shares held
- 49.5M
- −2.12M (−4.1%) vs. Q1 2024
- Total value
- $6.24B
- −$1.35B (−17.8%) vs. Q1 2024
- New holders
- 56
- 117 more added
- Sold out
- 41
- 109 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Masimo Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $126 | 0.00% | −45−97.8% | Reduced |
| Rothschild Investment LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2 | $252 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 4 | $504 | 0.00% | −20−83.3% | Reduced |
| CVA Family Office, LLC | 4 | $504 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $630 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $630 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $756 | 0.00% | +1+20.0% | Added |
| Abich Financial Wealth Management LLC | 6 | $756 | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $882 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.39K | 0.00% | −5−31.3% | Reduced |
| Adirondack Trust Co | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $1.64K | 0.00% | +13 | New |
| FinTrust Capital Advisors, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $1.76K | 0.00% | −400−96.6% | Reduced |
| Versant Capital Management, Inc | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $1.89K | 0.00% | +15 | New |
| Kiely Wealth Advisory Group, Inc. | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $2.02K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 16 | $2.02K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20 | $2.52K | 0.00% | +3+17.6% | Added |
| Umb Bank N A | 22 | $2.77K | 0.00% | +11+100.0% | Added |
| Bell Investment Advisors, Inc | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 25 | $3.15K | 0.00% | +15+150.0% | Added |
| Castleview Partners, LLC | 25 | $3.15K | 0.00% | +25 | New |
| Hallmark Capital Management Inc | 26 | $3.27K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 26 | $3.27K | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 28 | $3.53K | 0.00% | +10+55.6% | Added |
| Ronald Blue Trust, Inc. | 29 | $4.26K | 0.00% | +29 | New |
| Nisa Investment Advisors, LLC | 34 | $4.28K | 0.00% | +5+17.2% | Added |
| CIBC Private Wealth Group, LLC | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 37 | $4.66K | 0.00% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 38 | $4.79K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 38 | $4.79K | 0.00% | +10+35.7% | Added |
| Private Wealth Management Group, LLC | 38 | $4.79K | 0.00% | +23+153.3% | Added |
| Principal Securities, Inc. | 40 | $5.04K | 0.00% | +5+14.3% | Added |
| First Horizon Advisors, Inc. | 41 | $5.16K | 0.00% | −27−39.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 44 | $5.54K | 0.00% | −46,563−99.9% | Reduced |
| Clean Yield Group | 49 | $6.17K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 49 | $6.17K | 0.00% | +49 | New |
| JJJ Advisors Inc. | 49 | $6.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 57 | $7.18K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 55 | $7.23K | 0.00% | +39+243.8% | Added |
| Smithfield Trust Co | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 56 | $8.22K | 0.00% | +50+833.3% | Added |
| South State Corp. | 70 | $8.82K | 0.00% | +70 | New |
| Bessemer Group Inc | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 79 | $9.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 80 | $10.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 88 | $10.2K | 0.00% | +12+15.8% | Added |
| Sound Income Strategies, LLC | 85 | $10.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 114 | $14.4K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $17.2K | 0.00% | −1−0.6% | Reduced |
| Spire Wealth Management | 145 | $18.3K | 0.00% | +1+0.7% | Added |
| NBC Securities, Inc. | 155 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $19.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 156 | $19.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $21.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 202 | $25.4K | 0.00% | −1−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 214 | $27.0K | 0.00% | +24+12.6% | Added |
| Hilltop National Bank | 218 | $27.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 273 | $29.2K | 0.00% | −24−8.1% | Reduced |
| Massmutual Trust Co FSB | 239 | $30.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 259 | $32.6K | 0.00% | +111+75.0% | Added |
| Great Lakes Retirement, Inc. | 259 | $32.6K | 0.00% | +259 | New |
| Lindbrook Capital, LLC | 321 | $40.4K | 0.00% | +32+11.1% | Added |
| Parallel Advisors, LLC | 326 | $41.1K | 0.00% | +13+4.2% | Added |
| Northwestern Mutual Wealth Management Co | 350 | $44.1K | 0.00% | +200+133.3% | Added |
| DHJJ Financial Advisors, Ltd. | 360 | $45.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 385 | $48.5K | 0.00% | +28+7.8% | Added |
| Signaturefd, LLC | 423 | $53.3K | 0.00% | −21−4.7% | Reduced |
| Washington Trust Co | 458 | $57.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 583 | $73.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 595 | $74.9K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 595 | $75.0K | 0.00% | −55−8.5% | Reduced |
| VitalStone Financial, LLC | 597 | $75.2K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 600 | $75.6K | 0.00% | +155+34.8% | Added |
| HHM Wealth Advisors, LLC | 625 | $78.7K | 0.01% | +125+25.0% | Added |
| Fifth Third Bancorp | 695 | $87.5K | 0.00% | +98+16.4% | Added |
| Walleye Capital LLC | 742 | $93.4K | 0.00% | +553+292.6% | Added |
| Headlands Technologies LLC | 866 | $109.1K | 0.01% | +866 | New |
| Resona Asset Management Co.,Ltd. | 841 | $110.6K | 0.00% | +38+4.7% | Added |
| Harbor Investment Advisory, LLC | 970 | $122.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,006 | $126.7K | 0.05% | −20−1.9% | Reduced |
| Assetmark, Inc | 1,050 | $132.2K | 0.00% | +125+13.5% | Added |
| KBC Group NV | 1,091 | $137.0K | 0.00% | −817−42.8% | Reduced |
| Barrett & Company, Inc. | 1,133 | $142.7K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,134 | $142.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,140 | $144.0K | 0.00% | −100−8.1% | Reduced |
| CWM, LLC | 1,163 | $146.0K | 0.00% | +53+4.8% | Added |
| EntryPoint Capital, LLC | 1,243 | $156.5K | 0.07% | +1,243 | New |