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, Q1 2023
Institutional positions in MKS Inc as of Mar 31, 2023. 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
- 325
- +12 vs. Q4 2022
- Shares held
- 67.1M
- −376.2K (−0.6%) vs. Q4 2022
- Total value
- $5.94B
- +$205.8M (+3.6%) vs. Q4 2022
- New holders
- 43
- 98 more added
- Sold out
- 31
- 124 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding MKS Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $177 | 0.00% | −1−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $266 | 0.00% | −21−87.5% | Reduced |
| SJS Investment Consulting Inc. | 4 | $355 | 0.00% | −5−55.6% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $443 | 0.00% | −6−54.5% | Reduced |
| CVA Family Office, LLC | 5 | $443 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 7 | $620 | 0.00% | +7 | New |
| Schubert & Co | 9 | $798 | 0.00% | −2−18.2% | Reduced |
| Ameritas Advisory Services, LLC | 9 | $805 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 11 | $975 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $1.22K | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 14 | $1.24K | 0.00% | +14 | New |
| Private Ocean, LLC | 18 | $1.61K | 0.00% | +18 | New |
| Plante Moran Financial Advisors, LLC | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $1.86K | 0.00% | −241−92.0% | Reduced |
| Lindbrook Capital, LLC | 22 | $1.95K | 0.00% | −5−18.5% | Reduced |
| Values First Advisors, Inc. | 23 | $2.00K | 0.00% | +23 | New |
| Quent Capital, LLC | 23 | $2.04K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $2.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $2.84K | 0.00% | +31+3,100.0% | Added |
| Versant Capital Management, Inc | 34 | $3.00K | 0.00% | +27+385.7% | Added |
| Earnest Partners LLC | 35 | $3.10K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 38 | $3.37K | 0.00% | +4+11.8% | Added |
| Sageworth Trust Co | 43 | $3.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $4.17K | 0.00% | +4+9.3% | Added |
| Bell Investment Advisors, Inc | 47 | $4.17K | 0.00% | −6−11.3% | Reduced |
| Cape Investment Advisory, Inc. | 48 | $4.25K | 0.00% | +48 | New |
| Investors Research Corp | 52 | $4.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 52 | $4.61K | 0.00% | +52 | New |
| Allworth Financial LP | 54 | $4.79K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 58 | $5.14K | 0.01% | −37−38.9% | Reduced |
| Parkside Financial Bank & Trust | 60 | $5.32K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 71 | $6.00K | 0.00% | −1,353−95.0% | Reduced |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $6.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 74 | $6.57K | 0.00% | −16−17.8% | Reduced |
| Glassman Wealth Services | 78 | $6.91K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 89 | $7.89K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 92 | $8.15K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $8.51K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $8.86K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 101 | $8.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $11.5K | 0.00% | −750−88.2% | Reduced |
| Loomis Sayles & Co L P | 135 | $12.0K | 0.00% | +135 | New |
| Psagot Value Holdings Ltd. / (Israel) | 136 | $12.0K | 0.01% | +136 | New |
| Riverview Trust Co | 148 | $13.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 148 | $13.1K | 0.00% | +148 | New |
| Proequities, Inc. | 150 | $13.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 155 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 188 | $16.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 226 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 237 | $21.0K | 0.01% | +1+0.4% | Added |
| KB Financial Partners, LLC | 265 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 257 | $23.0K | 0.00% | +20+8.4% | Added |
| Geneos Wealth Management Inc. | 284 | $25.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 290 | $25.7K | 0.00% | +120+70.6% | Added |
| Belpointe Asset Management LLC | 295 | $26.1K | 0.00% | +125+73.5% | Added |
| Ronald Blue Trust, Inc. | 353 | $30.0K | 0.00% | +149+73.0% | Added |
| Global Retirement Partners, LLC | 406 | $33.5K | 0.00% | +84+26.1% | Added |
| Covestor Ltd | 433 | $38.0K | 0.03% | −995−69.7% | Reduced |
| Optimum Investment Advisors | 450 | $39.9K | 0.02% | −100−18.2% | Reduced |
| Hartford Financial Management Inc. | 473 | $41.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 510 | $45.2K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 742 | $65.8K | 0.00% | +742 | New |
| Signaturefd, LLC | 795 | $70.5K | 0.00% | +3+0.4% | Added |
| CWM, LLC | 820 | $73.0K | 0.00% | −81−9.0% | Reduced |
| Estabrook Capital Management | 850 | $75.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 896 | $79.0K | 0.00% | −13,320−93.7% | Reduced |
| Dark Forest Capital Management LP | 975 | $86.4K | 0.02% | +975 | New |
| South State Corp. | 1,000 | $88.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,022 | $90.6K | 0.07% | −237−18.8% | Reduced |
| GoalVest Advisory LLC | 1,114 | $98.7K | 0.06% | +1,114 | New |
| Mendota Financial Group, LLC | 739 | $110.8K | 0.11% | +739 | New |
| Northwestern Mutual Wealth Management Co | 1,269 | $112.5K | 0.00% | +41+3.3% | Added |
| Quadrant Capital Group LLC | 1,342 | $118.9K | 0.01% | +37+2.8% | Added |
| US Asset Management LLC | 1,361 | $121.0K | 0.12% | −18−1.3% | Reduced |
| Ossiam | 1,445 | $128.1K | 0.00% | +626+76.4% | Added |
| Trust Co of Vermont | 1,568 | $139.0K | 0.01% | +43+2.8% | Added |
| Macquarie Group Ltd | 1,775 | $157.0K | 0.00% | +9+0.5% | Added |
| Advisors Asset Management, Inc. | 1,876 | $166.3K | 0.00% | −63−3.2% | Reduced |
| Dundas Partners LLP | 1,992 | $177.0K | 0.02% | −368−15.6% | Reduced |
| Moody Aldrich Partners LLC | 2,284 | $202.4K | 0.04% | +2,284 | New |
| Davenport & Co LLC | 2,310 | $203.5K | 0.00% | +2,310 | New |
| Advisor Partners II, LLC | 2,350 | $208.3K | 0.01% | +2,350 | New |
| SFE Investment Counsel | 2,538 | $209.3K | 0.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,454 | $217.5K | 0.13% | −47−1.9% | Reduced |
| Edgestream Partners, L.P. | 2,466 | $218.5K | 0.02% | +2,466 | New |
| Private Advisor Group, LLC | 2,470 | $218.9K | 0.00% | +2,470 | New |
| Raymond James Financial Services Advisors, Inc. | 2,603 | $230.7K | 0.00% | −934−26.4% | Reduced |
| Fifth Third Bancorp | 2,706 | $239.8K | 0.00% | +2,245+487.0% | Added |
| Shelton Capital Management | 2,939 | $260.5K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,099 | $274.7K | 0.03% | +308+11.0% | Added |
| Acrisure Capital Management, LLC | 3,183 | $282.1K | 0.29% | +3,183 | New |
| Blair William & Co | 3,240 | $287.1K | 0.00% | +19+0.6% | Added |
| Inspire Advisors, LLC | 3,295 | $292.0K | 0.07% | +3,295 | New |
| Cornerstone Investment Partners, LLC | 3,464 | $307.0K | 0.02% | −29−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,470 | $307.5K | 0.00% | −91−2.6% | Reduced |
| Twin Tree Management, LP | 3,511 | $311.1K | 0.01% | −48,469−93.2% | Reduced |
| Greenwich Wealth Management LLC | 3,580 | $317.0K | 0.03% | −444−11.0% | Reduced |