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 2026
Institutional positions in MKS Inc as of Mar 31, 2026. 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
- 621
- +111 vs. Q4 2025
- Shares held
- 69.0M
- +6.90M (+11.1%) vs. Q4 2025
- Total value
- $15.8B
- +$5.85B (+58.9%) vs. Q4 2025
- New holders
- 164
- 204 more added
- Sold out
- 53
- 190 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding MKS Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 96 | $22.1K | 0.00% | +96 | New |
| Quent Capital, LLC | 97 | $22.3K | 0.00% | +5+5.4% | Added |
| Ancora Advisors, LLC | 100 | $23.0K | 0.00% | +18+22.0% | Added |
| City Holding Co | 102 | $23.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 105 | $24.1K | 0.00% | +9+9.4% | Added |
| Bell Investment Advisors, Inc | 108 | $24.8K | 0.00% | +2+1.9% | Added |
| Fortitude Family Office, LLC | 114 | $26.2K | 0.01% | +25+28.1% | Added |
| UMA Financial Services, Inc. | 120 | $27.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $31.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 145 | $34.4K | 0.00% | −71−32.9% | Reduced |
| Smithfield Trust Co | 155 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 155 | $35.6K | 0.01% | +143+1,191.7% | Added |
| True Wealth Design, LLC | 162 | $37.2K | 0.01% | +79+95.2% | Added |
| Huntington National Bank | 166 | $38.1K | 0.00% | +41+32.8% | Added |
| Creative Financial Designs Inc | 173 | $39.8K | 0.00% | +55+46.6% | Added |
| Parkside Financial Bank & Trust | 181 | $41.6K | 0.00% | +9+5.2% | Added |
| IFP Advisors, Inc | 189 | $43.4K | 0.00% | +17+9.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191 | $43.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 217 | $50.0K | 0.03% | −173−44.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 225 | $51.7K | 0.00% | −393−63.6% | Reduced |
| SJS Investment Consulting Inc. | 230 | $52.9K | 0.01% | −13−5.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 238 | $54.7K | 0.01% | +238 | New |
| Coston, McIsaac & Partners | 239 | $55.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 250 | $57.5K | 0.00% | −150−37.5% | Reduced |
| Estabrook Capital Management | 250 | $57.5K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 266 | $59.4K | 0.00% | +266 | New |
| Root Financial Partners, LLC | 273 | $62.7K | 0.00% | +132+93.6% | Added |
| Truvestments Capital LLC | 319 | $73.4K | 0.01% | −83−20.6% | Reduced |
| Salomon & Ludwin, LLC | 387 | $90.8K | 0.01% | −8−2.0% | Reduced |
| Geneos Wealth Management Inc. | 430 | $98.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 462 | $106.3K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 514 | $108.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 498 | $114.4K | 0.00% | +285+133.8% | Added |
| Bayforest Capital Ltd | 501 | $115.1K | 0.13% | +501 | New |
| Persistent Asset Partners Ltd | 520 | $119.5K | 0.05% | +520 | New |
| SRS Capital Advisors, Inc. | 455 | $120.4K | 0.00% | +238+109.7% | Added |
| Farther Finance Advisors, LLC | 644 | $152.0K | 0.00% | +296+85.1% | Added |
| Innovative Asset Advisors Group, LLC | 665 | $152.8K | 0.09% | +665 | New |
| Rothschild Investment LLC | 673 | $154.7K | 0.01% | +621+1,194.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 740 | $170.1K | 0.02% | −55−6.9% | Reduced |
| Los Angeles Capital Management LLC | 753 | $173.0K | 0.00% | +458+155.3% | Added |
| Northwest & Ethical Investments L.P. | 768 | $182.0K | 0.00% | +768 | New |
| Smartleaf Asset Management LLC | 935 | $196.8K | 0.01% | +59+6.7% | Added |
| Childress Capital Advisors, LLC | 872 | $200.4K | 0.04% | +872 | New |
| Leo Wealth, LLC | 875 | $201.1K | 0.01% | +875 | New |
| Angeles Wealth Management, LLC | 875 | $201.1K | 0.01% | +875 | New |
| Index Technologies Group LLC | 879 | $202.0K | 0.22% | −869−49.7% | Reduced |
| Transcend Wealth Collective, LLC | 888 | $204.1K | 0.02% | +888 | New |
| 1620 Investment Advisors, Inc. | 888 | $204.2K | 0.14% | −5−0.6% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 890 | $204.5K | 0.02% | +890 | New |
| Savant Capital, LLC | 900 | $206.8K | 0.00% | +900 | New |
| USA Financial Portformulas Corp | 922 | $211.9K | 0.04% | +758+462.2% | Added |
| Bourne Lent Asset Management Inc | 929 | $213.5K | 0.08% | +929 | New |
| Evolve Private Wealth, LLC | 931 | $214.0K | 0.01% | +931 | New |
| Rafferty Asset Management, LLC | 946 | $217.4K | 0.00% | +946 | New |
| Stephenson National Bank & Trust | 962 | $221.1K | 0.06% | −200−17.2% | Reduced |
| Sivia Capital Partners, LLC | 987 | $226.8K | 0.04% | +987 | New |
| Modern Wealth Management, LLC | 961 | $226.9K | 0.00% | +961 | New |
| Independent Advisor Alliance | 993 | $228.2K | 0.00% | +993 | New |
| Stonebridge Capital Management Inc | 1,000 | $229.8K | 0.10% | +1,000 | New |
| We Are One Seven, LLC | 1,002 | $230.3K | 0.00% | +1,002 | New |
| Whittier Trust Co | 977 | $231.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,022 | $234.9K | 0.01% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 1,051 | $241.5K | 0.06% | +1,051 | New |
| Parallel Advisors, LLC | 1,058 | $243.2K | 0.00% | +98+10.2% | Added |
| Atomi Financial Group, Inc. | 1,085 | $249.3K | 0.01% | +1,085 | New |
| Massmutual Trust Co FSB | 1,091 | $250.7K | 0.01% | +193+21.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,083 | $254.1K | 0.01% | +1,083 | New |
| EverSource Wealth Advisors, LLC | 1,120 | $257.4K | 0.01% | +365+48.3% | Added |
| Allworth Financial LP | 1,128 | $259.2K | 0.00% | +587+108.5% | Added |
| Dynamic Advisor Solutions LLC | 1,130 | $259.7K | 0.01% | +1,130 | New |
| Benjamin Edwards Inc | 1,161 | $266.8K | 0.00% | +1,161 | New |
| Resources Investment Advisors, LLC. | 1,168 | $268.5K | 0.00% | −740−38.8% | Reduced |
| Moody Aldrich Partners LLC | 1,169 | $268.6K | 0.05% | +1,169 | New |
| Leonteq Securities AG | 1,179 | $270.9K | 0.02% | +472+66.8% | Added |
| Park Avenue Securities LLC | 1,181 | $271.0K | 0.00% | +1,181 | New |
| Exchange Traded Concepts, LLC | 1,183 | $271.9K | 0.00% | −259−18.0% | Reduced |
| Waddell & Associates, LLC | 1,190 | $273.5K | 0.02% | +1,190 | New |
| Pinebridge Investments LLC | 1,191 | $273.7K | 0.00% | −4,110−77.5% | Reduced |
| RSM US Wealth Management LLC | 1,199 | $275.6K | 0.00% | −249−17.2% | Reduced |
| Omers Administration Corp | 1,200 | $275.8K | 0.00% | +1,200 | New |
| Pensionmark Financial Group, LLC | 1,226 | $281.7K | 0.00% | −93−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,247 | $287.0K | 0.00% | +690+123.9% | Added |
| Resonant Capital Advisors, LLC | 1,250 | $287.3K | 0.02% | +1,250 | New |
| Farringdon Capital, Ltd. | 1,280 | $294.2K | 0.06% | +1,280 | New |
| Anb Bank | 1,288 | $296.0K | 0.12% | +1,288 | New |
| Camden Capital, LLC | 1,292 | $296.9K | 0.02% | +1,292 | New |
| National Bank of Canada | 1,304 | $299.6K | 0.00% | −2,531−66.0% | Reduced |
| Optas, LLC | 1,306 | $300.1K | 0.05% | −13−1.0% | Reduced |
| Keybank National Association | 1,308 | $300.6K | 0.00% | +1,308 | New |
| Arkadios Wealth Advisors | 1,311 | $301.3K | 0.00% | +1,311 | New |
| First National Advisers, LLC | 1,347 | $309.6K | 0.05% | −80−5.6% | Reduced |
| Crestwood Advisors Group LLC | 1,352 | $310.7K | 0.01% | +65+5.1% | Added |
| Burney Co | 1,360 | $312.5K | 0.01% | +90+7.1% | Added |
| Frec Markets, Inc. | 1,367 | $314.1K | 0.05% | +1,367 | New |
| Pallas Capital Advisors LLC | 1,381 | $317.4K | 0.01% | +1,381 | New |
| Capital Performance Advisors LLP | 1,385 | $318.3K | 0.02% | +110+8.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,388 | $319.0K | 0.78% | +1,388 | New |
| Custom Index Systems, LLC | 1,394 | $320.4K | 0.14% | −1,494−51.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,445 | $332.1K | 0.00% | −591−29.0% | Reduced |