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, Q2 2023
Institutional positions in MKS Inc as of Jun 30, 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
- 320
- −5 vs. Q1 2023
- Shares held
- 67.8M
- +717.5K (+1.1%) vs. Q1 2023
- Total value
- $7.32B
- +$1.38B (+23.2%) vs. Q1 2023
- New holders
- 44
- 120 more added
- Sold out
- 49
- 105 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding MKS Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $109 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $325 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $433 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $548 | 0.00% | +5 | New |
| Denali Advisors LLC | 7 | $757 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $757 | 0.00% | +7 | New |
| Impact Partnership Wealth, LLC | 9 | $973 | 0.00% | +9 | New |
| IFP Advisors, Inc | 9 | $1.03K | 0.00% | −91−91.0% | Reduced |
| Baker Avenue Asset Management, LP | 10 | $1.08K | 0.00% | +5+100.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16 | $1.73K | 0.00% | +16 | New |
| Private Ocean, LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 16 | $2.00K | 0.00% | −337−95.5% | Reduced |
| Quent Capital, LLC | 23 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $2.49K | 0.00% | +21+1,050.0% | Added |
| Private Trust Co NA | 24 | $2.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $2.81K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 27 | $2.92K | 0.00% | −3,443−99.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 28 | $3.03K | 0.00% | +8+40.0% | Added |
| Earnest Partners LLC | 35 | $3.78K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $3.78K | 0.00% | +21+150.0% | Added |
| Lindbrook Capital, LLC | 39 | $4.22K | 0.00% | +17+77.3% | Added |
| Bell Investment Advisors, Inc | 41 | $4.43K | 0.00% | −6−12.8% | Reduced |
| Davidson Capital Management Inc. | 51 | $5.51K | 0.00% | +13+34.2% | Added |
| Investors Research Corp | 52 | $5.62K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $5.95K | 0.00% | +3+5.8% | Added |
| Capital Advisors, Ltd. LLC | 58 | $6.00K | 0.00% | −5−7.9% | Reduced |
| Parkside Financial Bank & Trust | 58 | $6.27K | 0.00% | −2−3.3% | Reduced |
| Allworth Financial LP | 59 | $6.38K | 0.00% | +5+9.3% | Added |
| First Horizon Advisors, Inc. | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 78 | $8.43K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $8.76K | 0.00% | +67+478.6% | Added |
| Versant Capital Management, Inc | 82 | $8.86K | 0.00% | +48+141.2% | Added |
| Parallel Advisors, LLC | 89 | $9.63K | 0.00% | +15+20.3% | Added |
| Armstrong Advisory Group, Inc | 96 | $10.4K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 101 | $10.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 101 | $11.0K | 0.00% | +101 | New |
| Huntington National Bank | 112 | $12.1K | 0.00% | +80+250.0% | Added |
| Riverview Trust Co | 148 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $16.1K | 0.00% | +102+217.0% | Added |
| Proequities, Inc. | 150 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 155 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 179 | $19.0K | 0.01% | −254−58.7% | Reduced |
| Umb Bank N A | 188 | $20.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 226 | $24.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 237 | $25.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 284 | $30.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 290 | $31.3K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 314 | $33.9K | 0.02% | +314 | New |
| KB Financial Partners, LLC | 312 | $34.0K | 0.01% | +47+17.7% | Added |
| Ci Investments Inc. | 322 | $35.0K | 0.00% | +65+25.3% | Added |
| Global Retirement Partners, LLC | 406 | $43.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 473 | $51.1K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 482 | $52.1K | 0.00% | +482 | New |
| Estabrook Capital Management | 500 | $54.0K | 0.01% | −350−41.2% | Reduced |
| AdvisorNet Financial, Inc | 500 | $54.0K | 0.00% | −10−2.0% | Reduced |
| Quadrant Capital Group LLC | 635 | $68.6K | 0.01% | −707−52.7% | Reduced |
| Signaturefd, LLC | 760 | $82.2K | 0.00% | −35−4.4% | Reduced |
| CWM, LLC | 914 | $99.0K | 0.00% | +94+11.5% | Added |
| South State Corp. | 1,000 | $108.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,003 | $108.5K | 0.08% | −19−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,022 | $110.5K | 0.00% | −247−19.5% | Reduced |
| Johnson Financial Group, Inc. | 1,488 | $160.9K | 0.01% | +1,488 | New |
| Trust Co of Vermont | 1,517 | $164.0K | 0.01% | −51−3.3% | Reduced |
| Optimum Investment Advisors | 1,600 | $173.0K | 0.08% | +1,150+255.6% | Added |
| Phillips Wealth Planners LLC | 1,917 | $207.2K | 0.27% | +1,917 | New |
| Dundas Partners LLP | 1,992 | $215.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,006 | $217.0K | 0.00% | +231+13.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,012 | $217.5K | 0.00% | −591−22.7% | Reduced |
| Empowered Funds, LLC | 2,039 | $220.4K | 0.01% | +2,039 | New |
| EA Series Trust | 2,039 | $220.4K | 0.01% | +2,039 | New |
| Change Path, LLC | 2,082 | $225.0K | 0.01% | +2,082 | New |
| Coldstream Capital Management Inc | 2,097 | $226.7K | 0.01% | +2,097 | New |
| Jump Financial, LLC | 2,114 | $228.5K | 0.01% | −4,598−68.5% | Reduced |
| Moody Aldrich Partners LLC | 2,173 | $234.9K | 0.05% | −111−4.9% | Reduced |
| MML Investors Services, LLC | 2,176 | $235.0K | 0.00% | +2,176 | New |
| Red Door Wealth Management, LLC | 2,199 | $237.7K | 0.05% | +2,199 | New |
| Raymond James Trust N.A. | 2,244 | $243.0K | 0.01% | +2,244 | New |
| Pathstone Family Office, LLC | 2,140 | $243.0K | 0.00% | +2,140 | New |
| Inceptionr LLC | 2,255 | $243.8K | 0.13% | −1,647−42.2% | Reduced |
| Samalin Investment Counsel, LLC | 2,483 | $268.4K | 0.15% | +29+1.2% | Added |
| Advisor Partners II, LLC | 2,598 | $280.8K | 0.01% | +248+10.6% | Added |
| Ossiam | 2,727 | $294.8K | 0.01% | +1,282+88.7% | Added |
| Shelton Capital Management | 2,819 | $304.7K | 0.01% | −120−4.1% | Reduced |
| CWM Advisors, LLC | 2,913 | $314.9K | 0.04% | −186−6.0% | Reduced |
| New York Life Investment Management LLC | 2,919 | $315.5K | 0.00% | +2,919 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,131 | $333.0K | 0.17% | +2,995+2,202.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,104 | $335.5K | 0.00% | +3,104 | New |
| Archer Investment Corp | 3,110 | $336.2K | 0.12% | −740−19.2% | Reduced |
| Two Sigma Securities, LLC | 3,179 | $343.6K | 0.03% | −4,840−60.4% | Reduced |
| Verition Fund Management LLC | 3,308 | $357.6K | 0.01% | −26,593−88.9% | Reduced |
| Cornerstone Investment Partners, LLC | 3,464 | $374.5K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,500 | $378.4K | 0.41% | +3,500 | New |
| SFE Investment Counsel | 3,533 | $381.9K | 0.11% | +995+39.2% | Added |
| Mercer Global Advisors Inc | 3,763 | $407.0K | 0.00% | −226−5.7% | Reduced |
| Oak Thistle LLC | 3,766 | $407.1K | 0.21% | +3,766 | New |
| Blair William & Co | 3,830 | $414.0K | 0.00% | +590+18.2% | Added |
| National Bank of Canada | 4,004 | $431.4K | 0.00% | +275+7.4% | Added |