13FPulse
MA

MAS MASCO CORP

2026Q2 · CUSIP 574599106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
898
Institutions that reported holding it to the SEC
Net increase in holders
+64
Last quarter 834 → now 898
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

898 funds held MAS at the end of 2026Q2, up 64 from the quarter before. That is stronger buying than 96.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.7B(YoY -0.3%), the P/E is 17.9x. MAS has had 25 buying rushes in its history, and the price moved +3.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=393 2013Q4: holders=423 2014Q1: holders=426 2014Q2: holders=397 2014Q3: holders=405 2014Q4: holders=427 2015Q1: holders=453 2015Q2: holders=462 2015Q3: holders=484 2015Q4: holders=538 2016Q1: holders=549 2016Q2: holders=554 2016Q3: holders=578 2016Q4: holders=570 2017Q1: holders=554 2017Q2: holders=574 2017Q3: holders=557 2017Q4: holders=629 2018Q1: holders=650 2018Q2: holders=611 2018Q3: holders=596 2018Q4: holders=566 2019Q1: holders=619 2019Q2: holders=624 2019Q3: holders=643 2019Q4: holders=665 2020Q1: holders=581 2020Q2: holders=620 2020Q3: holders=670 2020Q4: holders=696 2021Q1: holders=727 2021Q2: holders=736 2021Q3: holders=713 2021Q4: holders=771 2022Q1: holders=742 2022Q2: holders=685 2022Q3: holders=680 2022Q4: holders=702 2023Q1: holders=687 2023Q2: holders=712 2023Q3: holders=729 2023Q4: holders=786 2024Q1: holders=844 2024Q2: holders=798 2024Q3: holders=841 2024Q4: holders=856 2025Q1: holders=866 2025Q2: holders=851 2025Q3: holders=871 2025Q4: holders=840 2026Q1: holders=834 2026Q2: holders=898 -84 -42 +0 +42 +84 353648943 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 25 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q3 Top 20% +7.5% +26.5%
2024Q3 Top 10% -6.3% -2.5%
2024Q1 Top 5% -7.3% +10.3%
2023Q4 Top 10% +6.9% -3.7%
2023Q3 Top 20% +8.3% +24.6%
2023Q2 Top 10% -7.8% +2.4%
2022Q4 Top 20% -10.1% -3.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
318
Change in large funds
+31
Total value they hold
$16.2B
Funds buying for the first time
149
Funds that sold out entirely
85
Price change that quarter
+10.6%
Funds holding puts (bearish)
9
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
17.9
EPS (TTM)
$4.04
EPS YoY
+10.4%
Revenue (TTM)
$7.7B
Revenue YoY
-0.3%
Net margin
10.9%
ROE
Debt ratio
99.5%
FCF (TTM)
$943M
Dividend (TTM)
$1.25
Quarterly Revenue & EPS
2022-06-30: EPS 1.18 2022-09-30: EPS 0.97 2022-12-31: EPS 0.51 2023-03-31: EPS 0.90 2023-06-30: EPS 1.16 2023-09-30: EPS 1.10 2023-12-31: EPS 0.86 2024-03-31: EPS 0.97 2024-06-30: EPS 1.17 2024-09-30: EPS 0.77 2024-12-31: EPS 0.85 2025-03-31: EPS 0.87 2025-06-30: EPS 1.28 2025-09-30: EPS 0.90 2025-12-31: EPS 0.81 2026-03-31: EPS 1.05 0B 1.2B 2.4B $B 0.00 0.70 1.41 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 17 13 17 21 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-254M89M432M 20162017201820192020202120222023202420252026
Latest quarter $-113M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.