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 2023
Institutional positions in MKS Inc as of Dec 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
- +6 vs. Q3 2023
- Shares held
- 66.9M
- −67.4K (−0.1%) vs. Q3 2023
- Total value
- $6.88B
- +$1.09B (+18.8%) vs. Q3 2023
- New holders
- 56
- 109 more added
- Sold out
- 50
- 115 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding MKS Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $103 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $206 | 0.00% | −2−50.0% | Reduced |
| Assetmark, Inc | 3 | $309 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 5 | $496 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 7 | $720 | 0.00% | −20−74.1% | Reduced |
| Creative Financial Designs Inc | 7 | $720 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 10 | $1.03K | 0.00% | +2+25.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12 | $1.23K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 13 | $1.34K | 0.00% | −28−68.3% | Reduced |
| WealthCollab, LLC | 13 | $1.34K | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 15 | $1.54K | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 16 | $1.65K | 0.00% | −57−78.1% | Reduced |
| Parallel Advisors, LLC | 17 | $1.75K | 0.00% | −64−79.0% | Reduced |
| Oakworth Capital, Inc. | 19 | $1.96K | 0.00% | +19 | New |
| Federation des caisses Desjardins du Quebec | 19 | $1.96K | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 22 | $2.26K | 0.00% | −99−81.8% | Reduced |
| Central Trust Co | 22 | $2.26K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 26 | $2.67K | 0.00% | −4,118−99.4% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $2.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 28 | $2.88K | 0.00% | −37−56.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 31 | $3.19K | 0.00% | +31 | New |
| Glassman Wealth Services | 33 | $3.40K | 0.00% | −45−57.7% | Reduced |
| Sunbelt Securities, Inc. | 35 | $3.60K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $3.70K | 0.00% | +13+56.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.72K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $4.01K | 0.00% | +39 | New |
| Ronald Blue Trust, Inc. | 63 | $5.00K | 0.00% | +56+800.0% | Added |
| Investors Research Corp | 52 | $5.35K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 54 | $5.55K | 0.00% | −1−1.8% | Reduced |
| Massmutual Trust Co FSB | 54 | $5.55K | 0.00% | −162−75.0% | Reduced |
| Allworth Financial LP | 57 | $5.86K | 0.00% | −10−14.9% | Reduced |
| Capital Advisors, Ltd. LLC | 56 | $6.00K | 0.00% | −2−3.4% | Reduced |
| Covestor Ltd | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $7.00K | 0.00% | +70 | New |
| Davidson Capital Management Inc. | 70 | $7.20K | 0.00% | +16+29.6% | Added |
| First Horizon Advisors, Inc. | 74 | $7.61K | 0.00% | −13−14.9% | Reduced |
| Principal Securities, Inc. | 80 | $8.23K | 0.00% | +80 | New |
| EverSource Wealth Advisors, LLC | 86 | $8.85K | 0.00% | +5+6.2% | Added |
| Armstrong Advisory Group, Inc | 96 | $9.88K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 97 | $9.98K | 0.00% | +97 | New |
| Ancora Advisors, LLC | 101 | $10.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 108 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $13.3K | 0.00% | +44+51.8% | Added |
| Huntington National Bank | 142 | $14.6K | 0.00% | +30+26.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 146 | $15.0K | 0.00% | +75+105.6% | Added |
| Proequities, Inc. | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 155 | $16.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 162 | $16.7K | 0.00% | +162 | New |
| Umb Bank N A | 188 | $19.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 205 | $21.1K | 0.00% | +165+412.5% | Added |
| Steward Partners Investment Advisory, LLC | 208 | $21.4K | 0.00% | −18−8.0% | Reduced |
| Coston, McIsaac & Partners | 238 | $24.0K | 0.01% | +1+0.4% | Added |
| Global Retirement Partners, LLC | 259 | $26.7K | 0.00% | −190−42.3% | Reduced |
| Mendota Financial Group, LLC | 264 | $27.2K | 0.02% | +264 | New |
| Nomura Asset Management Co Ltd | 290 | $29.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 329 | $35.0K | 0.01% | +329 | New |
| Ci Investments Inc. | 342 | $35.0K | 0.00% | +13+4.0% | Added |
| Quest Partners LLC | 355 | $36.5K | 0.01% | +355 | New |
| Geneos Wealth Management Inc. | 384 | $39.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 417 | $42.9K | 0.00% | −314−43.0% | Reduced |
| Hartford Financial Management Inc. | 473 | $48.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 480 | $49.4K | 0.02% | −350−42.2% | Reduced |
| Estabrook Capital Management | 500 | $51.4K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 547 | $56.3K | 0.00% | +547 | New |
| Northwestern Mutual Wealth Management Co | 565 | $58.1K | 0.00% | −320−36.2% | Reduced |
| Signaturefd, LLC | 607 | $62.4K | 0.00% | −321−34.6% | Reduced |
| CWM, LLC | 730 | $75.0K | 0.00% | −204−21.8% | Reduced |
| EntryPoint Capital, LLC | 731 | $75.2K | 0.07% | +731 | New |
| Smartleaf Asset Management LLC | 803 | $84.1K | 0.02% | +803 | New |
| Neo Ivy Capital Management | 969 | $100.0K | 0.22% | +969 | New |
| South State Corp. | 1,000 | $102.9K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,008 | $103.8K | 0.07% | +2+0.2% | Added |
| KBC Group NV | 1,226 | $126.0K | 0.00% | +285+30.3% | Added |
| Dundas Partners LLP | 1,305 | $134.0K | 0.01% | −687−34.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,337 | $137.5K | 0.01% | +1,337 | New |
| Cetera Trust Company, N.A | 1,875 | $192.9K | 0.12% | +1,875 | New |
| Macquarie Group Ltd | 1,884 | $194.0K | 0.00% | +75+4.1% | Added |
| Verity Asset Management, Inc. | 1,961 | $201.7K | 0.13% | +1,961 | New |
| Fulton Bank, N.A. | 1,983 | $204.0K | 0.01% | +1,983 | New |
| Mariner, LLC | 1,998 | $205.6K | 0.00% | −1,114−35.8% | Reduced |
| Landscape Capital Management, L.L.C. | 2,013 | $207.1K | 0.02% | +2,013 | New |
| Private Advisor Group, LLC | 2,028 | $208.6K | 0.00% | +2,028 | New |
| South Dakota Investment Council | 2,080 | $214.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,130 | $219.1K | 0.03% | −3,574−62.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,220 | $228.4K | 0.04% | +2,220 | New |
| Raymond James Trust N.A. | 2,351 | $241.8K | 0.01% | +2,351 | New |
| Petrus Trust Company, LTA | 2,374 | $244.2K | 0.02% | −287−10.8% | Reduced |
| Romano Brothers and Company | 2,482 | $254.6K | 0.04% | −450−15.3% | Reduced |
| Jefferies Financial Group Inc. | 2,501 | $257.3K | 0.00% | +2,501 | New |
| MML Investors Services, LLC | 2,626 | $270.0K | 0.00% | +236+9.9% | Added |
| Seeds Investor LLC | 2,627 | $270.2K | 0.31% | +2,627 | New |
| FDx Advisors, Inc. | 2,637 | $271.0K | 0.02% | +43+1.7% | Added |
| JustInvest LLC | 2,652 | $272.8K | 0.01% | −5,546−67.7% | Reduced |
| SG Americas Securities, LLC | 2,705 | $278.0K | 0.00% | +1,194+79.0% | Added |
| Shelton Capital Management | 2,711 | $278.9K | 0.01% | −108−3.8% | Reduced |
| SkyOak Wealth, LLC | 2,721 | $279.9K | 0.07% | −1,066−28.1% | Reduced |