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 2024
Institutional positions in Masimo Corp as of Sep 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
- 362
- +13 vs. Q2 2024
- Shares held
- 50.4M
- +10.3M (+25.6%) vs. Q2 2024
- Total value
- $6.72B
- +$1.66B (+32.8%) vs. Q2 2024
- New holders
- 61
- 110 more added
- Sold out
- 48
- 122 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Masimo Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $134 | 0.00% | +1 | New |
| Bokf, NA | 2 | $265 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $267 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 3 | $400 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $400 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 4 | $533 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $534 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $667 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $800 | 0.00% | −50−89.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $800 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 6 | $800 | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $933 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 12 | $1.00K | 0.00% | +12 | New |
| J.Safra Asset Management Corp | 9 | $1.20K | 0.00% | +9 | New |
| Larson Financial Group LLC | 9 | $1.20K | 0.00% | +8+800.0% | Added |
| Continuum Advisory, LLC | 9 | $1.44K | 0.00% | +9 | New |
| Quent Capital, LLC | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $1.47K | 0.00% | +11 | New |
| Adirondack Trust Co | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $1.60K | 0.00% | +12 | New |
| Coppell Advisory Solutions LLC | 13 | $1.73K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $1.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.00K | 0.00% | −23−60.5% | Reduced |
| SRS Capital Advisors, Inc. | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.27K | 0.00% | −6−26.1% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $2.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.40K | 0.00% | +1+5.9% | Added |
| Parkside Financial Bank & Trust | 18 | $2.40K | 0.00% | −10−35.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $2.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.80K | 0.00% | +6+40.0% | Added |
| Sachetta, LLC | 23 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 26 | $3.47K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 30 | $4.00K | 0.00% | −4−11.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 37 | $4.93K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $5.07K | 0.00% | +18+90.0% | Added |
| Skopos Labs, Inc. | 39 | $5.20K | 0.00% | +39 | New |
| CIBC Private Wealth Group, LLC | 40 | $5.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $5.47K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 49 | $6.53K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $6.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 57 | $7.60K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 58 | $7.73K | 0.00% | +18+45.0% | Added |
| Smithfield Trust Co | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 68 | $9.07K | 0.00% | +46+209.1% | Added |
| South State Corp. | 70 | $9.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $9.33K | 0.00% | +70 | New |
| Central Trust Co | 79 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 83 | $11.0K | 0.00% | −1,057−92.7% | Reduced |
| Covestor Ltd | 81 | $11.0K | 0.01% | +1+1.3% | Added |
| Sound Income Strategies, LLC | 85 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 91 | $12.1K | 0.00% | +3+3.4% | Added |
| Optiver Holding B.V. | 94 | $12.5K | 0.00% | +94 | New |
| Bessemer Group Inc | 96 | $13.0K | 0.00% | +26+37.1% | Added |
| Center for Financial Planning, Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 107 | $14.0K | 0.01% | +107 | New |
| GWM Advisors LLC | 112 | $14.9K | 0.00% | −44−28.2% | Reduced |
| LGT Financial Advisors LLC | 114 | $15.2K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 126 | $15.9K | 0.00% | +97+334.5% | Added |
| Spire Wealth Management | 144 | $19.2K | 0.00% | −1−0.7% | Reduced |
| Rise Advisors, LLC | 154 | $20.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 160 | $21.3K | 0.00% | −113−41.4% | Reduced |
| Allworth Financial LP | 160 | $21.4K | 0.00% | −1−0.6% | Reduced |
| Riverview Trust Co | 169 | $22.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 184 | $24.5K | 0.00% | −274−59.8% | Reduced |
| Smartleaf Asset Management LLC | 190 | $25.3K | 0.00% | +135+245.5% | Added |
| GAMMA Investing LLC | 197 | $26.3K | 0.00% | −62−23.9% | Reduced |
| Harbour Investments, Inc. | 202 | $26.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 218 | $29.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 228 | $30.0K | 0.00% | +73+47.1% | Added |
| Leonteq Securities AG | 229 | $30.5K | 0.00% | +215+1,535.7% | Added |
| Massmutual Trust Co FSB | 239 | $31.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 252 | $33.6K | 0.01% | −1,027−80.3% | Reduced |
| Parallel Advisors, LLC | 262 | $34.9K | 0.00% | −64−19.6% | Reduced |
| Lindbrook Capital, LLC | 299 | $39.9K | 0.00% | −22−6.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 360 | $48.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $53.3K | 0.01% | +400 | New |
| Signaturefd, LLC | 403 | $53.7K | 0.00% | −20−4.7% | Reduced |
| Huntington National Bank | 421 | $56.1K | 0.00% | +36+9.4% | Added |
| Danske Bank A/S | 500 | $66.7K | 0.00% | +500 | New |
| Russell Investments Group, Ltd. | 518 | $69.1K | 0.00% | −77−12.9% | Reduced |
| Barrett & Company, Inc. | 567 | $75.5K | 0.03% | −566−50.0% | Reduced |
| Lazard Asset Management LLC | 593 | $79.0K | 0.00% | +10+1.7% | Added |
| VitalStone Financial, LLC | 597 | $79.6K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 625 | $83.3K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 626 | $83.5K | 0.05% | +31+5.2% | Added |
| Clearstead Advisors, LLC | 685 | $91.3K | 0.00% | +85+14.2% | Added |
| Fifth Third Bancorp | 723 | $96.4K | 0.00% | +28+4.0% | Added |
| Harvest Fund Management Co., Ltd | 886 | $118.0K | 0.01% | +886 | New |
| United Community Bank | 956 | $127.5K | 0.05% | −50−5.0% | Reduced |
| Harbor Investment Advisory, LLC | 970 | $129.3K | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 987 | $131.5K | 0.00% | +146+17.4% | Added |
| CWM, LLC | 1,070 | $143.0K | 0.00% | −93−8.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,073 | $143.1K | 0.00% | −13,695−92.7% | Reduced |
| Whittier Trust Co | 1,134 | $151.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,183 | $157.7K | 0.00% | +133+12.7% | Added |
| KBC Group NV | 1,280 | $171.0K | 0.00% | +189+17.3% | Added |