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, Q3 2023
Institutional positions in MKS Inc as of Sep 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
- 324
- +6 vs. Q2 2023
- Shares held
- 67.0M
- −763.2K (−1.1%) vs. Q2 2023
- Total value
- $5.80B
- −$1.52B (−20.8%) vs. Q2 2023
- New holders
- 48
- 123 more added
- Sold out
- 42
- 94 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding MKS Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $260 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $347 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $606 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 8 | $692 | 0.00% | +8 | New |
| Private Trust Co NA | 9 | $779 | 0.00% | −15−62.5% | Reduced |
| Impact Partnership Wealth, LLC | 9 | $779 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $952 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | −9−56.3% | Reduced |
| Trust Co of Vermont | 18 | $1.56K | 0.00% | −1,499−98.8% | Reduced |
| Central Trust Co | 22 | $1.90K | 0.00% | +22 | New |
| Quent Capital, LLC | 23 | $1.99K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 24 | $2.08K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 26 | $2.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $2.34K | 0.00% | +4+17.4% | Added |
| NBC Securities, Inc. | 43 | $3.00K | 0.00% | +43 | New |
| Earnest Partners LLC | 35 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $3.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.29K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 40 | $3.46K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 41 | $3.55K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 44 | $3.81K | 0.00% | +17+63.0% | Added |
| Baker Avenue Asset Management, LP | 49 | $4.24K | 0.00% | +39+390.0% | Added |
| Investors Research Corp | 52 | $4.50K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 54 | $4.67K | 0.00% | +3+5.9% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $4.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $5.63K | 0.00% | +65 | New |
| Allworth Financial LP | 67 | $5.80K | 0.00% | +8+13.6% | Added |
| Covestor Ltd | 68 | $6.00K | 0.00% | −111−62.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $6.32K | 0.00% | +15+25.9% | Added |
| Glassman Wealth Services | 78 | $6.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $7.01K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 81 | $7.02K | 0.00% | −8−9.0% | Reduced |
| Versant Capital Management, Inc | 85 | $7.36K | 0.00% | +3+3.7% | Added |
| First Horizon Advisors, Inc. | 87 | $7.53K | 0.00% | +13+17.6% | Added |
| Armstrong Advisory Group, Inc | 96 | $8.31K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 101 | $8.74K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 108 | $9.35K | 0.00% | +108 | New |
| Huntington National Bank | 112 | $9.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 120 | $10.4K | 0.01% | +120 | New |
| Lindbrook Capital, LLC | 121 | $10.5K | 0.00% | +82+210.3% | Added |
| Riverview Trust Co | 148 | $12.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 188 | $16.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 216 | $18.7K | 0.00% | +67+45.0% | Added |
| Steward Partners Investment Advisory, LLC | 226 | $19.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 237 | $20.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 290 | $25.1K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 312 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 329 | $28.0K | 0.00% | +7+2.2% | Added |
| Geneos Wealth Management Inc. | 384 | $33.2K | 0.00% | +100+35.2% | Added |
| Global Retirement Partners, LLC | 449 | $38.6K | 0.00% | +43+10.6% | Added |
| Hartford Financial Management Inc. | 473 | $40.9K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 500 | $43.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 592 | $51.2K | 0.00% | −896−60.2% | Reduced |
| Quadrant Capital Group LLC | 731 | $63.3K | 0.01% | +96+15.1% | Added |
| Optimum Investment Advisors | 830 | $71.8K | 0.04% | −770−48.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 885 | $76.6K | 0.00% | −137−13.4% | Reduced |
| Signaturefd, LLC | 928 | $80.3K | 0.00% | +168+22.1% | Added |
| CWM, LLC | 934 | $81.0K | 0.00% | +20+2.2% | Added |
| KBC Group NV | 941 | $81.0K | 0.00% | +941 | New |
| South State Corp. | 1,000 | $86.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,006 | $87.1K | 0.06% | +3+0.3% | Added |
| Counterpoint Mutual Funds LLC | 1,078 | $93.3K | 0.08% | +1,078 | New |
| SG Americas Securities, LLC | 1,511 | $131.0K | 0.00% | +1,511 | New |
| Macquarie Group Ltd | 1,809 | $157.0K | 0.00% | −197−9.8% | Reduced |
| Dundas Partners LLP | 1,992 | $172.0K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,080 | $180.0K | 0.00% | −16,870−89.0% | Reduced |
| MML Investors Services, LLC | 2,390 | $207.0K | 0.00% | +214+9.8% | Added |
| Bayesian Capital Management, LP | 2,437 | $210.9K | 0.02% | +2,437 | New |
| Cresset Asset Management, LLC | 2,489 | $215.4K | 0.00% | +2,489 | New |
| Empowered Funds, LLC | 2,555 | $221.1K | 0.01% | +516+25.3% | Added |
| FDx Advisors, Inc. | 2,594 | $224.0K | 0.02% | +2,594 | New |
| Petrus Trust Company, LTA | 2,661 | $230.3K | 0.02% | +2,661 | New |
| Shelton Capital Management | 2,819 | $244.0K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,932 | $253.0K | 0.04% | −17,198−85.4% | Reduced |
| Inceptionr LLC | 2,931 | $253.6K | 0.14% | +676+30.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $254.0K | 0.13% | −131−4.2% | Reduced |
| Archer Investment Corp | 3,110 | $269.1K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 3,112 | $269.3K | 0.00% | −1,535−33.0% | Reduced |
| Altfest L J & Co Inc | 3,265 | $283.0K | 0.04% | +3,265 | New |
| Epoch Investment Partners, Inc. | 3,310 | $286.4K | 0.00% | +3,310 | New |
| Cornerstone Investment Partners, LLC | 3,474 | $300.6K | 0.02% | +10+0.3% | Added |
| Yorktown Management & Research Co Inc | 3,500 | $302.9K | 0.34% | 00.0% | Unchanged |
| SFE Investment Counsel | 3,510 | $303.8K | 0.09% | −23−0.7% | Reduced |
| CWM Advisors, LLC | 3,535 | $305.9K | 0.04% | +622+21.4% | Added |
| Pathstone Family Office, LLC | 3,559 | $308.0K | 0.00% | +1,419+66.3% | Added |
| National Bank of Canada | 3,535 | $309.2K | 0.00% | −469−11.7% | Reduced |
| AQR Capital Management LLC | 3,605 | $312.0K | 0.00% | +3,605 | New |
| Aigen Investment Management, LP | 3,698 | $320.0K | 0.06% | +3,698 | New |
| SkyOak Wealth, LLC | 3,787 | $327.7K | 0.10% | −1,951−34.0% | Reduced |
| Two Sigma Securities, LLC | 3,850 | $333.2K | 0.02% | +671+21.1% | Added |
| Crossmark Global Holdings, Inc. | 4,031 | $338.0K | 0.01% | +23+0.6% | Added |
| BCM Advisors, LLC | 4,903 | $338.8K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 4,102 | $355.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,144 | $358.6K | 0.01% | +43+1.0% | Added |