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Masco Corporation

MAS Industrials
$74.03 $-0.55 (-0.74%)
Market Cap: $14.54 B
Gurus Holding
9
Popularity Rank
#601
% of Shares Held
1.94%
Net Activity (Q2 2026)
+$53.81 M

Guru Ownership Trend

Guru Analysis for Masco Corporation (MAS)

Masco Corporation (MAS), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $282.56 M.

Top institutional holders include John Rogers and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $53.81 M net inflow during the quarter.

Recent activity highlights John Rogers who increased their stake by 212.4%. Conversely, Jefferies Group reduced exposure by 50.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$90.75 M
Total Buy Value
New Buys 1
Additions 2
-$36.94 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Masco Corporation (MAS)

Major holders include John Rogers ($133.05 M), Cliff Asness ($59.96 M), Renaissance Technologies (RenTech) ($55.65 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.82 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $53.81 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MAS. The total reported sell value was $36.94 M.

Yes, 1 managers opened new positions in MAS, and 2 increased their existing holdings. The total reported buy value was $90.75 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.33% Add 212.4% 1,635,096 $133.05 M Q2 2026
0.03% Add 27.1% 1,004,689 $59.96 M Q1 2026
0.08% Reduce -39.7% 683,900 $55.65 M Q2 2026
0.08% Add 11.4% 442,586 $26.72 M Q1 2026
0.01% New Buy 24,950 $1.51 M Q1 2026
0.01% Reduce -34.1% 7,335 $596,849 Q2 2026
0.00% Add 8.1% 6,706 $545,667 Q2 2026
0.00% Reduce -50.5% 8,448 $510,006 Q1 2026
0.00% New Buy 3,126 $254,422 Q2 2026
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