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 2024
Institutional positions in Masimo Corp as of Dec 31, 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
- 366
- +12 vs. Q3 2024
- Shares held
- 51.4M
- +1.55M (+3.1%) vs. Q3 2024
- Total value
- $8.50B
- +$1.86B (+28.0%) vs. Q3 2024
- New holders
- 62
- 117 more added
- Sold out
- 50
- 119 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Masimo Corp; share changes are against Q3 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 | $165 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $165 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 2 | $331 | 0.00% | −2−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $331 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 2 | $331 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 4 | $662 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $827 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $992 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $992 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | −583−98.3% | Reduced |
| Continuum Advisory, LLC | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $1.98K | 0.00% | −673−98.2% | Reduced |
| Larson Financial Group LLC | 13 | $2.15K | 0.00% | +4+44.4% | Added |
| SJS Investment Consulting Inc. | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $2.53K | 0.00% | +6+66.7% | Added |
| SRS Capital Advisors, Inc. | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 15 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.98K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $2.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $3.14K | 0.00% | +1+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 19 | $3.14K | 0.00% | +19 | New |
| WealthCollab, LLC | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $3.47K | 0.00% | +21 | New |
| Leonteq Securities AG | 23 | $3.80K | 0.00% | −206−90.0% | Reduced |
| Sachetta, LLC | 23 | $3.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $3.97K | 0.00% | −7−100.0% | Reduced |
| Private Wealth Management Group, LLC | 24 | $3.97K | 0.00% | +9+60.0% | Added |
| Hemington Wealth Management | 25 | $4.00K | 0.00% | +13+108.3% | Added |
| Hallmark Capital Management Inc | 26 | $4.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $4.30K | 0.00% | +14+116.7% | Added |
| GPS Wealth Strategies Group, LLC | 37 | $6.12K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $6.45K | 0.00% | −2−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 40 | $6.75K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $7.27K | 0.00% | −100−69.4% | Reduced |
| Optiver Holding B.V. | 44 | $7.27K | 0.00% | −50−53.2% | Reduced |
| Clean Yield Group | 49 | $8.10K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $8.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $9.26K | 0.00% | +35+166.7% | Added |
| Principal Securities, Inc. | 58 | $9.59K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 68 | $11.2K | 0.01% | +68 | New |
| True Wealth Design, LLC | 70 | $11.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 70 | $11.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 73 | $12.1K | 0.00% | +73 | New |
| Group One Trading, L.P. | 75 | $12.4K | 0.00% | +75 | New |
| Central Trust Co | 79 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 82 | $14.0K | 0.00% | −1−1.2% | Reduced |
| Covestor Ltd | 81 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $14.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 87 | $14.4K | 0.00% | +84+2,800.0% | Added |
| Farther Finance Advisors, LLC | 90 | $14.9K | 0.00% | −1−1.1% | Reduced |
| Skopos Labs, Inc. | 96 | $15.9K | 0.00% | +57+146.2% | Added |
| Center for Financial Planning, Inc. | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $16.5K | 0.01% | +100 | New |
| GWM Advisors LLC | 112 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 113 | $18.7K | 0.02% | +113 | New |
| LGT Financial Advisors LLC | 114 | $18.8K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 120 | $19.8K | 0.00% | +120 | New |
| Quarry LP | 127 | $21.0K | 0.00% | −125−49.6% | Reduced |
| Rise Advisors, LLC | 134 | $22.1K | 0.01% | −20−13.0% | Reduced |
| Bessemer Group Inc | 146 | $24.0K | 0.00% | +50+52.1% | Added |
| Northwestern Mutual Wealth Management Co | 152 | $25.1K | 0.00% | −1,508−90.8% | Reduced |
| Jones Financial Companies LLLP | 161 | $26.6K | 0.00% | +161 | New |
| Riverview Trust Co | 169 | $27.9K | 0.03% | 00.0% | Unchanged |
| Natixis | 181 | $29.9K | 0.00% | −14,205−98.7% | Reduced |
| Washington Trust Co | 184 | $30.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 191 | $31.6K | 0.00% | +123+180.9% | Added |
| Trust Co of Vermont | 200 | $33.1K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 202 | $33.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 218 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 212 | $36.7K | 0.00% | +52+32.5% | Added |
| EverSource Wealth Advisors, LLC | 224 | $37.0K | 0.00% | +64+40.0% | Added |
| Massmutual Trust Co FSB | 240 | $39.7K | 0.00% | +1+0.4% | Added |
| Smartleaf Asset Management LLC | 250 | $42.1K | 0.00% | +60+31.6% | Added |
| SBI Securities Co., Ltd. | 278 | $46.0K | 0.00% | +278 | New |
| Ronald Blue Trust, Inc. | 286 | $47.3K | 0.00% | +160+127.0% | Added |
| Lindbrook Capital, LLC | 297 | $49.1K | 0.00% | −2−0.7% | Reduced |
| Huntington National Bank | 323 | $53.4K | 0.00% | −98−23.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 360 | $59.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 397 | $65.6K | 0.00% | +135+51.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 408 | $67.4K | 0.01% | +408 | New |
| Signaturefd, LLC | 423 | $69.9K | 0.00% | +20+5.0% | Added |
| GAMMA Investing LLC | 466 | $77.0K | 0.01% | +269+136.5% | Added |
| Barrett & Company, Inc. | 567 | $93.7K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 610 | $100.8K | 0.00% | −113−15.6% | Reduced |
| C M Bidwell & Associates Ltd | 614 | $101.5K | 0.06% | −12−1.9% | Reduced |
| Northwest & Ethical Investments L.P. | 700 | $115.6K | 0.00% | +700 | New |
| Simplex Trading, LLC | 825 | $136.0K | 0.00% | −11,704−93.4% | Reduced |
| State of Wyoming | 923 | $152.6K | 0.02% | −991−51.8% | Reduced |
| United Community Bank | 946 | $156.4K | 0.06% | −10−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 970 | $160.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 985 | $163.0K | 0.00% | +985 | New |
| Advisor Group Holdings, Inc. | 1,063 | $175.8K | 0.00% | −6,217−85.4% | Reduced |
| CWM, LLC | 1,135 | $188.0K | 0.00% | +65+6.1% | Added |
| Whittier Trust Co | 1,157 | $191.3K | 0.00% | +23+2.0% | Added |