Which funds own MAS
Masco Corp in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $1.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 4
- at least, of 91 current
- Combined value
- $1.3bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 2
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Harris Associates LP Activist · $75.4bn book | $677m | 0.9% | 8,318,944 | +$158m-277,790 | Trimmed |
| MFS Investment Management Long-only · $315bn book | $373m | 0.1% | 4,522,430 | +$108m+198,636 | Added |
| Holocene Advisors LP Long/short equity · $44.4bn book | $176m | 0.4% | 2,157,324 | +$17m-462,443 | Trimmed |
| Winton Group Ltd Quantitative · $3.1bn book | $31m | 1.0% | 376,678 | +$15m+108,788 | Added |
Ownership through time
At least 13 of the 95 managers whose filings are on file listed MAS in Q2 2026, against 11 in Q2 2013. 1 manager more than in Q1 2026: 4 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 11
- Q3 2013: 12
- Q4 2013: 12
- Q1 2014: 12
- Q2 2014: 9
- Q3 2014: 13
- Q4 2014: 13
- Q1 2015: 16
- Q2 2015: 15
- Q3 2015: 12
- Q4 2015: 17
- Q1 2016: 15
- Q2 2016: 17
- Q3 2016: 17
- Q4 2016: 14
- Q1 2017: 15
- Q2 2017: 14
- Q3 2017: 12
- Q4 2017: 17
- Q1 2018: 18
- Q2 2018: 16
- Q3 2018: 16
- Q4 2018: 15
- Q1 2019: 20
- Q2 2019: 19
- Q3 2019: 19
- Q4 2019: 17
- Q1 2020: 15
- Q2 2020: 12
- Q3 2020: 18
- Q4 2020: 14
- Q1 2021: 16
- Q2 2021: 12
- Q3 2021: 8
- Q4 2021: 16
- Q1 2022: 9
- Q2 2022: 7
- Q3 2022: 6
- Q4 2022: 10
- Q1 2023: 10
- Q2 2023: 11
- Q3 2023: 12
- Q4 2023: 15
- Q1 2024: 20
- Q2 2024: 14
- Q3 2024: 14
- Q4 2024: 14
- Q1 2025: 16
- Q2 2025: 16
- Q3 2025: 12
- Q4 2025: 11
- Q1 2026: 12
- Q2 2026: 13
- Q2 2013: $823m
- Q3 2013: $1.1bn
- Q4 2013: $1.3bn
- Q1 2014: $1.2bn
- Q2 2014: $1.4bn
- Q3 2014: $1.7bn
- Q4 2014: $1.9bn
- Q1 2015: $1.9bn
- Q2 2015: $1.7bn
- Q3 2015: $1.3bn
- Q4 2015: $1.3bn
- Q1 2016: $1.0bn
- Q2 2016: $1.2bn
- Q3 2016: $1.5bn
- Q4 2016: $1.3bn
- Q1 2017: $1.6bn
- Q2 2017: $1.6bn
- Q3 2017: $1.6bn
- Q4 2017: $2.1bn
- Q1 2018: $2.0bn
- Q2 2018: $2.0bn
- Q3 2018: $1.6bn
- Q4 2018: $1.2bn
- Q1 2019: $1.5bn
- Q2 2019: $1.9bn
- Q3 2019: $1.7bn
- Q4 2019: $2.1bn
- Q1 2020: $1.5bn
- Q2 2020: $1.8bn
- Q3 2020: $2.0bn
- Q4 2020: $1.7bn
- Q1 2021: $1.8bn
- Q2 2021: $1.5bn
- Q3 2021: $1.4bn
- Q4 2021: $1.9bn
- Q1 2022: $1.3bn
- Q2 2022: $1.4bn
- Q3 2022: $1.4bn
- Q4 2022: $1.6bn
- Q1 2023: $1.7bn
- Q2 2023: $1.8bn
- Q3 2023: $1.5bn
- Q4 2023: $1.8bn
- Q1 2024: $2.2bn
- Q2 2024: $1.8bn
- Q3 2024: $1.7bn
- Q4 2024: $1.5bn
- Q1 2025: $1.8bn
- Q2 2025: $1.6bn
- Q3 2025: $1.6bn
- Q4 2025: $1.8bn
- Q1 2026: $1.5bn
- Q2 2026: $2.1bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Arrowstreet Capital LP1,071,592 to 1,276,438 shares+$17m
- MFS Investment Management4,323,794 to 4,522,430 shares+$16m
- Winton Group Ltd267,890 to 376,678 shares+$8.9m
- Artisan Partners LP245,251 to 309,961 shares+$5.3m
- Capital World Investors1,625,000 to 1,668,946 shares+$3.6m
Largest decreases, by shares
- Holocene Advisors LP2,619,767 to 2,157,324 shares-$38m
- Renaissance Technologies LLC1,134,114 to 683,900 shares-$37m
- Wellington Management Group LLP4,235,338 to 3,789,629 shares-$36m
- Harris Associates LP8,596,734 to 8,318,944 shares-$23m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Harris Associates LP | Q4 2018 | $730m | $677m | |
| MFS Investment Management | Q2 2019 | $1.5bn | $373m | |
| Wellington Management Group LLP | Q3 2025 | $308m | $308m | |
| AQR Capital Management LLC | Q1 2015 | $220m | $188m | |
| Holocene Advisors LP | Q4 2017 | $322m | $176m | |
| Capital World Investors | Q2 2013 | $800m | $136m | |
| Arrowstreet Capital LP | Q2 2017 | $212m | $104m | |
| Renaissance Technologies LLC | Q3 2013 | $79m | $56m | |
| Winton Group Ltd | Q4 2014 | $78m | $31m | |
| Artisan Partners LP | Q2 2019 | $115m | $25m | |
| Schonfeld Strategic Advisors LLC | Q2 2017 | $18m | $13m | |
| Bridgewater Associates LP | Q1 2014 | $23m | $5.4m | |
| Brevan Howard Capital Management LP | Q1 2024 | $4.4m | $4.4m | |
| Fidelity (FMR LLC) | Q2 2016 | $1.0bn | last listed Q2 2018 | |
| Capital Research Global Investors | Q2 2013 | $530m | last listed Q3 2020 | |
| T. Rowe Price Associates Inc | Q2 2013 | $313m | last listed Q3 2015 | |
| Invesco Ltd | Q2 2013 | $289m | last listed Q1 2025 | |
| Third Point LLC | Q1 2014 | $267m | last listed Q2 2015 | |
| Citadel Advisors LLC | Q1 2016 | $232m | last listed Q1 2020 | |
| Two Sigma Advisers LP | Q3 2013 | $197m | last listed Q2 2021 | |
| Millennium Management LLC | Q2 2013 | $173m | last listed Q2 2025 | |
| AllianceBernstein LP | Q3 2019 | $159m | last listed Q2 2023 | |
| Man Group PLC | Q1 2018 | $149m | last listed Q4 2024 |
What MAS is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around MAS →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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