Masimo Corporation
MX ˙ BMV ˙ US5747951003
SecurityMX:MASI / Masimo Corporation
InstitutionLPL Financial LLC
Latest Disclosed Ownership8,355 shares
Latest Disclosed Value $ 1,486,043
LPL Financial LLC reports 11.22% increase in ownership of MASI / Masimo Corporation

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 8,355 shares of Masimo Corporation (MX:MASI) valued at $1,486,043 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 7,512 shares of Masimo Corporation. This represents a change in shares of 11.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F MASIMO COM 574795100 8,355 843 11.22 1,486 52.25 0.0004
2026-02-11 2025-12-31 13F MASIMO COM 574795100 7,512 190 2.59 977 -9.63 0.0003
2025-11-12 2025-09-30 13F MASIMO COM 574795100 7,322 18 0.25 1,080 -12.05 0.0003
2025-08-12 2025-06-30 13F MASIMO COM 574795100 7,304 2,248 44.46 1,229 45.84 0.0004
2025-05-07 2025-03-31 13F MASIMO COM 574795100 5,056 746 17.31 842 18.26 0.0003
2025-02-11 2024-12-31 13F MASIMO COM 574795100 4,310 803 22.90 712 52.46 0.0003
2024-11-08 2024-09-30 13F MASIMO COM 574795100 3,507 18 0.52 468 6.38 0.0002
2024-08-07 2024-06-30 13F MASIMO COM 574795100 3,489 -7 -0.20 439 -14.42 0.0002
2024-05-10 2024-03-31 13F MASIMO COM 574795100 3,496 -1,047 -23.05 513 -3.57 0.0003
2024-02-14 2023-12-31 13F MASIMO COM 574795100 4,543 -1,594 -25.97 532 -1.12 0.0003
2023-11-13 2023-09-30 13F MASIMO COM 574795100 6,137 -13,589 -68.89 538 -83.42 0.0004
2023-07-31 2023-06-30 13F MASIMO COM 574795100 19,726 -279 -1.39 3,246 -12.08 0.0023
2023-05-10 2023-03-31 13F MASIMO COM 574795100 20,005 -1,062 -5.04 3,692 18.45 0.0029
2023-02-07 2022-12-31 13F MASIMO COM 574795100 21,067 -2,560 -10.84 3,117 -6.57 0.0027
2022-11-14 2022-09-30 13F MASIMO COM 574795100 23,627 -505 -2.09 3,335 5.77 0.0032
2022-08-12 2022-06-30 13F MASIMO COM 574795100 24,132 -1,729 -6.69 3,153 -16.23 0.0030
2022-05-16 2022-03-31 13F MASIMO COM 574795100 25,861 -4,553 -14.97 3,764 -57.73 0.0032
2022-02-14 2021-12-31 13F MASIMO COM 574795100 30,414 1,408 4.85 8,905 13.41 0.0075
2021-11-15 2021-09-30 13F MASIMO COM 574795100 29,006 2,152 8.01 7,852 20.60 0.0074
2021-08-13 2021-06-30 13F MASIMO COM 574795100 26,854 -442 -1.62 6,511 3.86 0.0066
2021-05-14 2021-03-31 13F MASIMO COM 574795100 27,296 2,098 8.33 6,269 -7.30 0.0072
2021-02-12 2020-12-31 13F MASIMO COM 574795100 25,198 10,661 73.34 6,763 97.06 0.0088
2020-11-09 2020-09-30 13F MASIMO COM 574795100 14,537 3,064 26.71 3,432 31.19 0.0054
2020-08-13 2020-06-30 13F MASIMO COM 574795100 11,473 -1,489 -11.49 2,616 13.94 0.0046
2020-05-14 2020-03-31 13F MASIMO COM 574795100 12,962 -3,771 -22.54 2,296 -13.19 0.0049
2020-02-14 2019-12-31 13F MASIMO COM 574795100 16,733 9,110 119.51 2,645 133.25 0.0048
2019-11-13 2019-09-30 13F MASIMO COM 574795100 7,623 -1,140 -13.01 1,134 -13.04 0.0023
2019-08-09 2019-06-30 13F MASIMO COM 574795100 8,763 532 6.46 1,304 14.59 0.0028
2019-05-08 2019-03-31 13F MASIMO COM 574795100 8,231 1,337 19.39 1,138 53.78 0.0026
2019-02-07 2018-12-31 13F MASIMO COM 574795100 6,894 -1,237 -15.21 740 -26.95 0.0020
2018-11-14 2018-09-30 13F MASIMO COM 574795100 8,131 4,450 120.89 1,013 182.17 0.0024
2018-08-14 2018-06-30 13F MASIMO COM 574795100 3,681 -3,965 -51.86 359 -46.58 0.0009
2018-05-15 2018-03-31 13F MASIMO COM 574795100 7,646 -3,093 -28.80 672 -26.23 0.0018
2018-02-14 2017-12-31 13F MASIMO COM 574795100 10,739 10,739 911 0.0028
2017-11-14 2017-09-30 13F MASIMO COM 574795100 0 -9,717 -100.00 0 -100.00
2017-08-14 2017-06-30 13F MASIMO COM 574795100 9,717 9,717 886 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.