MKS INC. (MKSI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 66,289,071 shares against 67,617,558 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.1B | 6,930,030 | 0.05% | 8q | +4.3%+$128.2M |
| Invesco Ltd. | $2.1B | 4,661,664 | 0.16% | 31q | +25.3%+$418.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 3,707,327 | 0.07% | 2q | +0.6%+$9.7M |
| JPMORGAN CHASE & CO | $1.4B | 3,373,844 | 0.08% | 31q | +60.9%+$531.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 3,049,560 | 0.03% | 2q | +1.2%+$15.7M |
| STATE STREET CORP | $949.4M | 2,134,663 | 0.03% | 31q | +3.7%+$34.2M |
| Point72 Asset Management, L.P. | $890.2M | 1,996,843 | 0.98% | 4q | +24.0%+$172.3M |
| Capital International Investors | $851.9M | 1,915,187 | 0.18% | 30q | -2.7%-$23.8M |
| JANE STREET GROUP, LLC | $821.5M | 4,370 | 0.07% | 29q | -98.2%-$44.9B |
| GEODE CAPITAL MANAGEMENT, LLC | $686.6M | 1,539,072 | 0.04% | 31q | HELD |
| FMR LLC | $667.0M | 1,499,498 | 0.03% | 31q | -22.5%-$193.2M |
| UBS Group AG | $648.4M | 321,728 | 0.08% | 31q | -25.5%-$222.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $629.9M | 1,416,034 | 0.11% | 31q | -22.8%-$185.5M |
| Capital World Investors | $607.7M | 1,366,290 | 0.07% | 2q | +7.0%+$39.6M |
| Whale Rock Capital Management LLC | $565.5M | 1,271,373 | 4.54% | 2q | -2.7%-$15.7M |
| NEUBERGER BERMAN GROUP LLC | $518.2M | 1,165,068 | 0.34% | 31q | -18.7%-$119.4M |
| NOMURA HOLDINGS INC | $511.9M | 96,831 | 0.60% | 10q | -64.1%-$912.0M |
| ALKEON CAPITAL MANAGEMENT LLC | $476.8M | 1,072,040 | 0.64% | new | NEW |
| NORGES BANK | $424.6M | 954,667 | 0.04% | 32q | +3.5%+$14.2M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $413.0M | 928,617 | 1.35% | 4q | -11.3%-$52.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $382.7M | 32,824 | 0.03% | 31q | -10.3%-$43.8M |
| CITADEL ADVISORS LLC | $378.2M | 697,670 | 0.04% | 31q | -26.3%-$135.2M |
| Sachem Head Capital Management LP | $361.5M | 812,700 | 7.50% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $359.5M | 808,198 | 0.05% | 31q | -6.7%-$26.0M |
| Sixth Street Partners Management Company, L.P. | $359.5M | 808,198 | 0.05% | new | NEW |
| MORGAN STANLEY | $303.2M | 681,576 | 0.02% | 35q | +32.3%+$74.1M |
| Bank of New York Mellon Corp | $292.9M | 658,544 | 0.05% | 31q | -20.9%-$77.2M |
| MILLENNIUM MANAGEMENT LLC | $287.3M | 645,071 | 0.10% | 12q | -27.9%-$111.0M |
| AQR CAPITAL MANAGEMENT LLC | $280.2M | 638,333 | 0.10% | 12q | +3.5%+$9.6M |
| VICTORY CAPITAL MANAGEMENT INC | $270.9M | 609,027 | 0.15% | 31q | -30.7%-$120.0M |
| Qube Research & Technologies Ltd | $269.6M | 606,068 | 0.25% | 3q | +715.0%+$236.5M |
| FengHe Fund Management Pte. Ltd. | $258.7M | 581,687 | 24.54% | 2q | +27.5%+$55.8M |
| NORTHERN TRUST CORP | $257.0M | 577,866 | 0.03% | 31q | +1.5%+$3.8M |
| DIMENSIONAL FUND ADVISORS LP | $237.0M | 533,145 | 0.04% | 31q | -36.2%-$134.3M |
| BANK OF AMERICA CORP /DE/ | $231.7M | 520,847 | 0.01% | 31q | +12.3%+$25.4M |
| PRINCIPAL FINANCIAL GROUP INC | $211.1M | 474,686 | 0.10% | 31q | -22.7%-$62.1M |
| VANGUARD FIDUCIARY TRUST CO | $190.4M | 428,157 | 0.04% | 2q | +2.6%+$4.9M |
| GOLDMAN SACHS GROUP INC | $160.9M | 361,721 | 0.01% | 31q | +47.3%+$51.6M |
| Nuveen, LLC | $160.8M | 361,411 | 0.04% | 6q | -4.4%-$7.4M |
| RAYMOND JAMES FINANCIAL INC | $145.6M | 327,432 | 0.04% | 7q | -3.1%-$4.7M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $142.3M | 319,833 | 2.50% | 5q | +13.3%+$16.7M |
| Madison Asset Management, LLC | $140.9M | 316,694 | 1.68% | 19q | -6.4%-$9.6M |
| TREMBLANT CAPITAL GROUP | $131.4M | 295,385 | 3.77% | 2q | -10.4%-$15.3M |
| TOMS Capital Investment Management LP | $130.3M | 293,000 | 2.79% | new | NEW |
| TimesSquare Capital Management, LLC | $128.3M | 288,450 | 1.89% | 2q | HELD |
| PEAK6 LLC | $127.7M | 1 | 0.26% | 7q | HELD |
| SAMLYN CAPITAL, LLC | $125.4M | 281,893 | 2.04% | 2q | -43.2%-$95.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $118.1M | 265,549 | 0.09% | 31q | -33.7%-$59.9M |
| ROYCE & ASSOCIATES LP | $116.3M | 261,567 | 0.94% | 31q | -35.2%-$63.2M |
| Polar Capital Holdings Plc | $115.8M | 260,442 | 0.27% | 20q | +260.7%+$83.7M |
| Balyasny Asset Management L.P. | $115.7M | 260,178 | 0.14% | 15q | -36.1%-$65.5M |
| Amundi | $107.5M | 241,670 | 0.03% | 21q | -5.1%-$5.8M |
| NORDEA INVESTMENT MANAGEMENT AB | $102.5M | 232,107 | 0.08% | 16q | -28.9%-$41.6M |
| MARSHALL WACE, LLP | $100.1M | 225,115 | 0.08% | 2q | +128.1%+$56.2M |
| Quantinno Capital Management LP | $99.3M | 223,165 | 0.12% | 10q | -14.1%-$16.3M |
| JONES FINANCIAL COMPANIES LLLP | $97.4M | 250,579 | 0.04% | 10q | +12.0%+$10.4M |
| WELLS FARGO & COMPANY/MN | $96.3M | 216,565 | 0.02% | 31q | -55.4%-$119.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $92.4M | 207,760 | 0.02% | 31q | +1.9%+$1.7M |
| Defiance ETFs, LLC | $86.5M | 210,440 | 1.17% | 3q | -16.0%-$16.5M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $85.4M | 192,042 | 1.70% | 31q | -20.7%-$22.2M |
| RHUMBLINE ADVISERS | $80.0M | 179,890 | 0.06% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.0M | 173,207 | 0.04% | 5q | +76880.9%+$76.9M |
| Gotham Asset Management, LLC | $75.7M | 170,226 | 0.18% | 31q | -12.9%-$11.2M |
| COOKE & BIELER LP | $73.5M | 165,227 | 0.85% | 29q | -21.3%-$19.9M |
| Evergreen Quality Fund GP, Ltd. | $73.0M | 164,200 | 1.18% | new | NEW |
| FIRST TRUST ADVISORS LP | $69.9M | 157,249 | 0.04% | 6q | +202.1%+$46.8M |
| LPL Financial LLC | $69.8M | 156,987 | 0.02% | 31q | -10.3%-$8.0M |
| Caption Management, LLC | $68.9M | 10,000 | 0.32% | 9q | +11.1%+$6.9M |
| FEDERATED HERMES, INC. | $66.6M | 149,659 | 0.10% | 31q | +49.5%+$22.0M |
| Blue Grotto Capital, LLC | $66.5M | 149,422 | 5.55% | 10q | -60.2%-$100.3M |
| TWO SIGMA INVESTMENTS, LP | $65.3M | 143,365 | 0.05% | 5q | -48.6%-$61.6M |
| Retirement Systems of Alabama | $64.9M | 145,960 | 0.20% | 31q | -7.9%-$5.6M |
| ALLIANCEBERNSTEIN L.P. | $63.4M | 275,713 | 0.02% | 31q | -13.8%-$10.2M |
| Artemis Investment Management LLP | $63.2M | 141,986 | 0.56% | new | NEW |
| Harvey Partners, LLC | $62.7M | 141,066 | 4.30% | 13q | -42.0%-$45.5M |
| Park West Asset Management LLC | $61.7M | 138,740 | 4.20% | 4q | -44.3%-$49.2M |
| Swiss National Bank | $60.7M | 136,400 | 0.03% | 31q | +2.6%+$1.6M |
| Rockefeller Capital Management L.P. | $60.2M | 135,386 | 0.09% | 4q | +10756.9%+$59.7M |
| TORONTO DOMINION BANK | $60.0M | 134,904 | 0.07% | 3q | +248.7%+$42.8M |
| SummitTX Capital, L.P. | $58.7M | 132,009 | 1.51% | 6q | -18.0%-$12.9M |
| CRAMER ROSENTHAL MCGLYNN LLC | $58.4M | 131,194 | 2.95% | 3q | -11.6%-$7.6M |
| California Public Employees Retirement System | $57.4M | 128,961 | 0.03% | 31q | +4.6%+$2.5M |
| DENDUR CAPITAL LP | $55.2M | 124,000 | 2.90% | 2q | -42.2%-$40.3M |
| ROYAL BANK OF CANADA | $54.7M | 122,876 | 0.01% | 31q | -19.7%-$13.4M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $53.7M | 120,625 | 0.50% | 30q | -25.2%-$18.1M |
| Spyglass Capital Management LLC | $52.7M | 118,526 | 2.85% | new | NEW |
| BARCLAYS PLC | $52.5M | 116,845 | 0.01% | 31q | -27.6%-$20.1M |
| BANK OF MONTREAL /CAN/ | $52.4M | 117,782 | 0.02% | 31q | +0.6%+$289.1K |
| Legal & General Group Plc | $51.8M | 117,817 | 0.01% | 31q | +30.9%+$12.2M |
| Mizuho Markets Cayman LP | $50.3M | 113,090 | 1.89% | 3q | -35.4%-$27.5M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $49.9M | 112,250 | 1.50% | 31q | -6.5%-$3.4M |
| SORA INVESTORS LLC | $47.8M | 107,496 | 3.67% | 2q | -34.0%-$24.6M |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | $46.2M | 103,800 | 5.11% | 3q | -15.1%-$8.2M |
| DEUTSCHE BANK AG\ | $44.7M | 100,427 | 0.01% | 34q | -24.5%-$14.5M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | $43.8M | 98,532 | 0.80% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $42.5M | 95,449 | 0.01% | 31q | +25.9%+$8.7M |
| LOOMIS SAYLES & CO L P | $41.7M | 93,771 | 0.05% | 11q | -26.2%-$14.8M |
| Squarepoint Ops LLC | $41.6M | 67,827 | 0.05% | 3q | HELD |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $40.7M | 91,429 | 0.27% | 31q | -6.5%-$2.8M |
| Aequim Alternative Investments LP | $40.4M | 90,719 | 0.63% | 3q | +7.7%+$2.9M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-24 | 13G/A | Victory Capital Management, Inc. | 0.9% |
| 2026-07-16 | 13G | JPMORGAN CHASE & CO | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 726 | $31.8B | 66,289,071 | 201 | 228 | 227 | 7.8% |
| Q1 2026 | 578 | $15.2B | 64,339,358 | 146 | 181 | 174 | 3.6% |
| Q4 2025 | 479 | $10.9B | 66,065,138 | 105 | 156 | 122 | 3.6% |
| Q3 2025 | 402 | $8.6B | 66,929,192 | 75 | 126 | 123 | 3.5% |
| Q2 2025 | 360 | $7.1B | 69,468,905 | 70 | 133 | 115 | 3.1% |
| Q1 2025 | 361 | $5.5B | 66,152,052 | 54 | 149 | 97 | 3.1% |
| Q4 2024 | 381 | $7.0B | 65,163,509 | 40 | 144 | 112 | 3.0% |
| Q3 2024 | 366 | $7.0B | 62,632,696 | 57 | 156 | 97 | 3.2% |
| Q2 2024 | 357 | $8.4B | 62,212,209 | 74 | 125 | 101 | 3.2% |
| Q1 2024 | 304 | $8.4B | 62,597,744 | 46 | 94 | 96 | 0.9% |
| Q4 2023 | 286 | $6.1B | 59,078,652 | 43 | 90 | 98 | 0.5% |
| Q3 2023 | 274 | $5.2B | 60,234,244 | 39 | 96 | 83 | 0.5% |
| Q2 2023 | 277 | $6.8B | 62,329,862 | 37 | 102 | 84 | 0.5% |
| Q1 2023 | 269 | $5.8B | 65,595,550 | 30 | 78 | 97 | 0.4% |
| Q4 2022 | 246 | $5.0B | 58,397,131 | 28 | 88 | 82 | 0.5% |
| Q3 2022 | 359 | $4.9B | 58,581,703 | 41 | 150 | 112 | 0.7% |
| Q2 2022 | 377 | $5.6B | 53,992,907 | 47 | 140 | 114 | 0.4% |
| Q1 2022 | 399 | $8.1B | 53,973,441 | 42 | 146 | 115 | 0.5% |
| Q4 2021 | 406 | $9.4B | 53,835,569 | 58 | 136 | 115 | 0.5% |
| Q3 2021 | 373 | $8.0B | 52,560,527 | 59 | 111 | 112 | 0.5% |
| Q2 2021 | 378 | $9.3B | 52,223,336 | 57 | 114 | 117 | 0.5% |
| Q1 2021 | 354 | $9.9B | 53,010,562 | 49 | 111 | 130 | 0.7% |
| Q4 2020 | 354 | $8.0B | 52,240,686 | 49 | 107 | 127 | 1.6% |
| Q3 2020 | 340 | $5.7B | 52,304,245 | 56 | 101 | 120 | 0.3% |
| Q2 2020 | 319 | $6.0B | 52,876,149 | 51 | 92 | 122 | 0.4% |
| Q1 2020 | 307 | $4.5B | 55,156,716 | 33 | 98 | 116 | 0.4% |
| Q4 2019 | 350 | $5.9B | 53,425,140 | 59 | 102 | 110 | 0.3% |
| Q3 2019 | 305 | $5.1B | 54,760,376 | 39 | 81 | 126 | 0.4% |
| Q2 2019 | 309 | $4.1B | 52,636,851 | 36 | 87 | 125 | 0.6% |
| Q1 2019 | 334 | $4.9B | 52,367,744 | 48 | 97 | 128 | 0.5% |
| Q4 2018 | 351 | $3.3B | 50,995,816 | 5 | 6 | 8 | 0.8% |