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Masco Corporation

MAS Industrials
$68.36 $-0.49 (-0.71%)
Market Cap: $13.43 B
Gurus Holding
8
Popularity Rank
#938
% of Shares Held
2.57%
Net Activity (Q2 2026)
+$153.18 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 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $345.14 M.

Top institutional holders include Cliff Asness and John Rogers.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $153.18 M net inflow during the quarter.

Recent activity highlights John Rogers who increased their stake by 212.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 39.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$200.83 M
Total Buy Value
New Buys 1
Additions 4
-$47.65 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Masco Corporation (MAS)

Major holders include Cliff Asness ($187.65 M), John Rogers ($133.05 M), Renaissance Technologies (RenTech) ($55.65 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 5.05 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $153.18 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited MAS. The total reported sell value was $47.65 M.

Yes, 1 managers opened new positions in MAS, and 4 increased their existing holdings. The total reported buy value was $200.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 131.8% 2,329,073 $187.65 M Q2 2026
1.33% Add 212.4% 1,635,096 $133.05 M Q2 2026
0.08% Reduce -39.7% 683,900 $55.65 M Q2 2026
0.06% Reduce -28.3% 317,259 $25.82 M Q2 2026
0.02% Add 166.1% 66,385 $5.4 M Q2 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% New Buy 3,126 $254,422 Q2 2026
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