# MKS INC. (MKSI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MKSI/

- Reporting holders: 18
- Reported value: $26.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $22.6M | 85,330 | 0.2% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 4,193 | 0.0% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $973.1K | 3,667 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $452.2K | 1,704 | 0.0% | 24 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $349.7K | 1,318 | 0.0% | 23 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $330.9K | 1,247 | 0.1% | 3 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $231.1K | 871 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $132.7K | 500 | 0.0% | 16 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $27.9K | 105 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $17.0K | 64 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $10.9K | 41 | 0.0% | 11 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $9.0K | 34 | 0.0% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $7.4K | 28 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $6.6K | 25 | 0.0% | 3 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $6.4K | 24 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $4.2K | 16 | 0.0% | 5 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $3.2K | 12 | 0.0% | 2 |
| [NEVILLE RODIE & SHAW INC](https://holderbook.com/funds/71210-neville-rodie-shaw-inc/) | $675 | 2,545 | 0.0% | 2 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $531 | 2 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $14 | 53 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $26.3M |
| Q2 2026 | 776 | $35.8B |
| Q1 2026 | 621 | $16.4B |
| Q4 2025 | 519 | $11.7B |
| Q3 2025 | 443 | $9.3B |
| Q2 2025 | 403 | $7.7B |
| Q1 2025 | 402 | $5.9B |
| Q4 2024 | 424 | $7.6B |
| Q3 2024 | 411 | $7.7B |
| Q2 2024 | 399 | $9.5B |
| Q1 2024 | 349 | $9.6B |
| Q4 2023 | 332 | $7.1B |

