Guru Ownership Trend
Guru Analysis for MasTec, Inc. (MTZ)
MasTec, Inc. (MTZ), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $819.39 M.
Top institutional holders include Daniel Loeb and Cliff Asness.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.18% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $28.24 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 101.7%. Conversely, Cliff Asness reduced exposure by 18.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for MasTec, Inc. (MTZ)
Major holders include Daniel Loeb ($201.07 M), Cliff Asness ($158.89 M), Steven Cohen ($156.67 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.83 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $28.24 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited MTZ. The total reported sell value was $39.3 M.
Yes, 2 managers opened new positions in MTZ, and 3 increased their existing holdings. The total reported buy value was $67.54 M.
