Masco CORP (MAS) — Who's Buying and Selling (13F, Q2 2026)

MAS ranks #537 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MAS is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 0.9% of that fund's own 13F portfolio.

920 institutions disclose a position in MAS, but none treat it as a major bet — even Beutel, Goodman & Co Ltd., its most concentrated holder, allocates just 2.2% of its own portfolio to it.

Van Eck Associates CORP has added to its MAS position for two straight quarters, increasing it by $168.7M to reach $382.9M today.

Jacobs Levy Equity Management, Inc has trimmed its MAS position for two straight quarters, cutting it by $163.9M while still holding $659.7K.

MAS is down 2.6% today, but institutions show net buying of $2.4B this quarter — a divergence between today's price move and the underlying institutional flow.

MAS posted net income of $837.0M over the trailing twelve months.

• Profitable — net income of $837.0M over the trailing twelve months
• Revenue declined 0.3% year over year
• Net income improved year over year, from $793.0M to $837.0M
• Generated $1.0B in positive operating cash flow
• Current ratio of 1.81x — enough short-term assets to cover short-term liabilities
• Liabilities run 67.43x equity — a highly leveraged balance sheet worth noting