MKS Inc
MKSI- Exchange
- Nasdaq
- Industry
- Industrial Instruments For Measurement, Display, and Control
- SEC CIK
- 0001049502
In the last 90 days, MKS Inc insiders filed 0 open-market purchases and 3 sales; 777 institutions reported holding it in 13F filings for Q2 2026, worth $31.3B in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in MKS Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 316
- −35 vs. Q3 2022
- Shares held
- 67.5M
- +8.98M (+15.4%) vs. Q3 2022
- Total value
- $5.74B
- +$904.0M (+18.7%) vs. Q3 2022
- New holders
- 37
- 126 more added
- Sold out
- 72
- 106 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MKSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 777 | $31.3B |
| Q1 2026 | 621 | $15.8B |
| Q4 2025 | 516 | $11.3B |
| Q3 2025 | 435 | $8.91B |
| Q2 2025 | 396 | $7.42B |
| Q1 2025 | 397 | $5.73B |
| Q4 2024 | 420 | $7.36B |
| Q3 2024 | 410 | $7.37B |
| Q2 2024 | 397 | $9.02B |
| Q1 2024 | 343 | $9.16B |
| Q4 2023 | 325 | $6.88B |
| Q3 2023 | 324 | $5.80B |
| Q2 2023 | 320 | $7.32B |
| Q1 2023 | 325 | $5.94B |
| Q4 2022 | 316 | $5.74B |
| Q3 2022 | 358 | $4.84B |
| Q2 2022 | 375 | $5.46B |
| Q1 2022 | 399 | $8.06B |
| Q4 2021 | 405 | $9.34B |
| Q3 2021 | 376 | $7.93B |
| Q2 2021 | 376 | $9.28B |
| Q1 2021 | 351 | $9.83B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding MKS Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $85 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $99 | 0.00% | −20−95.2% | Reduced |
| Farther Finance Advisors, LLC | 3 | $254 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 5 | $424 | 0.00% | −3−37.5% | Reduced |
| CVA Family Office, LLC | 5 | $424 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 6 | $508 | 0.00% | −6−50.0% | Reduced |
| Lee Financial Co | 6 | $508 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $508 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $593 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $678 | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $678 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $763 | 0.00% | +3+50.0% | Added |
| Concord Wealth Partners | 10 | $847 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $932 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $932 | 0.00% | −2−15.4% | Reduced |
| Baker Avenue Asset Management, LP | 11 | $932 | 0.00% | +11 | New |
| Rockefeller Capital Management L.P. | 22 | $1.00K | 0.00% | −24−52.2% | Reduced |
| Harbour Investments, Inc. | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 23 | $1.95K | 0.00% | +23 | New |
| Private Trust Co NA | 24 | $2.00K | 0.00% | +16+200.0% | Added |
| JFS Wealth Advisors, LLC | 24 | $2.03K | 0.00% | −3−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $2.20K | 0.00% | −2−7.1% | Reduced |
| Lindbrook Capital, LLC | 27 | $2.29K | 0.00% | −18−40.0% | Reduced |
| Davidson Capital Management Inc. | 34 | $2.88K | 0.00% | +6+21.4% | Added |
| Earnest Partners LLC | 35 | $2.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $4.00K | 0.00% | −21−32.8% | Reduced |
| Sageworth Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $4.24K | 0.00% | +50 | New |
| Investors Research Corp | 52 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $4.49K | 0.00% | +3+6.0% | Added |
| Allworth Financial LP | 54 | $4.58K | 0.00% | +35+184.2% | Added |
| Capital Advisors, Ltd. LLC | 63 | $5.00K | 0.00% | +45+250.0% | Added |
| Parkside Financial Bank & Trust | 60 | $5.08K | 0.00% | −55−47.8% | Reduced |
| Zullo Investment Group, Inc. | 63 | $5.35K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 66 | $5.59K | 0.00% | +66 | New |
| Money Concepts Capital Corp | 70 | $5.93K | 0.00% | +70 | New |
| First Horizon Advisors, Inc. | 74 | $6.27K | 0.00% | +74 | New |
| Glassman Wealth Services | 78 | $6.61K | 0.00% | +9+13.0% | Added |
| Crewe Advisors LLC | 89 | $7.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 90 | $7.63K | 0.00% | −182−66.9% | Reduced |
| Leonteq Securities AG | 92 | $7.79K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 95 | $8.00K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $8.13K | 0.00% | +96 | New |
| Canada Pension Plan Investment Board | 100 | $8.47K | 0.00% | −5,500−98.2% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $8.47K | 0.00% | −6−5.7% | Reduced |
| Ancora Advisors, LLC | 101 | $9.00K | 0.00% | +101 | New |
| Resources Management Corp | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 150 | $12.7K | 0.00% | +100+200.0% | Added |
| Smithfield Trust Co | 155 | $13.0K | 0.00% | −40−20.5% | Reduced |
| Riverview Trust Co | 148 | $13.0K | 0.01% | +148 | New |
| Nomura Asset Management Co Ltd | 170 | $14.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 170 | $14.4K | 0.00% | +170 | New |
| Umb Bank N A | 188 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 204 | $17.0K | 0.00% | +198+3,300.0% | Added |
| Steward Partners Investment Advisory, LLC | 226 | $19.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 236 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 237 | $20.0K | 0.00% | +137+137.0% | Added |
| KB Financial Partners, LLC | 265 | $22.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 262 | $22.2K | 0.00% | +157+149.5% | Added |
| Geneos Wealth Management Inc. | 284 | $24.1K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 321 | $27.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $27.3K | 0.00% | +212+192.7% | Added |
| Sargent Bickham Lagudis LLC | 413 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 461 | $39.1K | 0.00% | +332+257.4% | Added |
| Hartford Financial Management Inc. | 473 | $40.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 510 | $43.2K | 0.00% | −52−9.3% | Reduced |
| Optimum Investment Advisors | 550 | $46.6K | 0.03% | −550−50.0% | Reduced |
| Signaturefd, LLC | 792 | $67.1K | 0.00% | −913−53.5% | Reduced |
| Ossiam | 819 | $69.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 850 | $72.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 901 | $76.0K | 0.00% | −548−37.8% | Reduced |
| South State Corp. | 1,000 | $84.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 850 | $97.0K | 0.00% | +92+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,228 | $104.0K | 0.00% | −300−19.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,259 | $106.7K | 0.09% | +1,259 | New |
| Quadrant Capital Group LLC | 1,305 | $110.6K | 0.01% | −64−4.7% | Reduced |
| Citadel Advisors LLC | 1,334 | $113.0K | 0.00% | −5,344−80.0% | Reduced |
| US Asset Management LLC | 1,379 | $117.0K | 0.13% | +1,379 | New |
| Benjamin F. Edwards & Company, Inc. | 1,424 | $121.0K | 0.01% | −173−10.8% | Reduced |
| Covestor Ltd | 1,428 | $121.0K | 0.10% | +286+25.0% | Added |
| Trust Co of Vermont | 1,525 | $129.2K | 0.01% | −11−0.7% | Reduced |
| Macquarie Group Ltd | 1,766 | $150.0K | 0.00% | −98−5.3% | Reduced |
| Van Eck Associates Corp | 1,920 | $163.0K | 0.00% | +284+17.4% | Added |
| Advisors Asset Management, Inc. | 1,939 | $164.3K | 0.00% | −2,784−58.9% | Reduced |
| Quantbot Technologies LP | 2,182 | $184.9K | 0.01% | −4,301−66.3% | Reduced |
| Dundas Partners LLP | 2,360 | $200.0K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,408 | $203.8K | 0.00% | +2,408 | New |
| Eagle Harbor Asset Management Inc | 2,459 | $208.4K | 0.31% | −982−28.5% | Reduced |
| Samalin Investment Counsel, LLC | 2,501 | $211.9K | 0.13% | −5−0.2% | Reduced |
| Caxton Associates LP | 2,537 | $215.0K | 0.02% | −1,225−32.6% | Reduced |
| MML Investors Services, LLC | 2,680 | $227.0K | 0.00% | −69−2.5% | Reduced |
| Mariner, LLC | 2,777 | $235.0K | 0.00% | −4,027−59.2% | Reduced |
| CWM Advisors, LLC | 2,791 | $236.5K | 0.03% | +300+12.0% | Added |
| SFE Investment Counsel | 2,538 | $242.6K | 0.08% | +2,538 | New |
| Shelton Capital Management | 2,939 | $249.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 3,220 | $272.8K | 0.00% | +2,336+264.3% | Added |
| Blair William & Co | 3,221 | $272.9K | 0.00% | −183−5.4% | Reduced |
| Cornerstone Investment Partners, LLC | 3,493 | $296.0K | 0.02% | +10+0.3% | Added |