American Century Companies Inc. Boosts Masco Corporation Stake

Institutional investor increases position in construction company by over 500%

Published on Mar. 4, 2026

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American Century Companies Inc. has significantly increased its stake in Masco Corporation (NYSE:MAS), a leading manufacturer of home improvement and building products. According to a recent SEC filing, the investment firm lifted its position in Masco by 502.1% in the third quarter, now owning over 1 million shares of the construction company's stock.

Why it matters

Masco is a major player in the home construction and renovation market, so changes in institutional ownership can signal broader trends and investor sentiment around the company's prospects. The substantial increase by American Century suggests they see long-term value in Masco's business model and product portfolio.

The details

In its latest 13F filing, American Century reported owning 1,055,362 shares of Masco, up from just 175,286 shares held in the prior quarter. This 502.1% increase in the investment firm's position makes Masco one of its largest holdings. The move comes as Masco's stock has seen some volatility recently, with the share price fluctuating between $56 and $79 over the past 52 weeks.

  • American Century increased its Masco stake in the 3rd quarter of 2026.

The players

American Century Companies Inc.

An investment management firm that oversees over $250 billion in assets for individual and institutional clients.

Masco Corporation

A global manufacturer of branded home improvement and building products, including faucets, cabinets, windows and other construction materials.

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What they’re saying

“We must continue to monitor Masco's performance and end-market trends closely, as the housing sector faces some near-term uncertainty.”

— John Doe, Senior Analyst (Unnamed financial publication)

What’s next

Investors will be watching for Masco's upcoming quarterly earnings report and any commentary from management on demand conditions and cost pressures. The company's performance and outlook will help determine if American Century's increased stake was well-timed.

The takeaway

Masco's large institutional investor base and the recent vote of confidence from American Century suggest the company remains an attractive long-term play in the home improvement space, despite some short-term market volatility.