Who owns MKS (MKSI)
Which tracked institutional funds hold MKSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MKSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MKSI is one-sided between 2026-Q1 and 2026-Q2: 418 added or opened and 96 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MKSI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes MKSI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MKSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 728 tracked filers holding MKSI, 435 increased or opened the position and 332 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MKSI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 86
- ALKEON CAPITAL MANAGEMENT LLC$477M
- Sachem Head Capital Management LP$361M
- TOMS Capital Investment Management LP$130M
- Evergreen Quality Fund GP, Ltd.$73M
- BANK OF NOVA SCOTIA$65M
- Artemis Investment Management LLP$63M
Full exits 63
- Aspex Management (HK) Ltd$354M
- Contour Asset Management LLC$86M
- Amundi$59M
- Penserra Capital Management LLC$58M
- VALUE HOLDINGS MANAGEMENT CO. LLC$56M
- NATIXIS ADVISORS, LLC$53M
Largest adds
- BlackRock, Inc.$1.8B
- Invesco Ltd.$1.2B
- JPMORGAN CHASE & CO$964M
- VANGUARD PORTFOLIO MANAGEMENT LLC$802M
- VANGUARD CAPITAL MANAGEMENT LLC$664M
- Point72 Asset Management, L.P.$518M
Largest trims
- FRANKLIN RESOURCES INC$71M
- AMERICAN CENTURY COMPANIES INC$62M
- JANE STREET GROUP, LLC$54M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$32M
- D. E. Shaw & Co., Inc.$26M
- Blue Grotto Capital, LLC$20M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,930,030 | $3.1B | 11.3% | 2026-Q2 |
| Invesco Ltd. added | 4,661,664 | $2.1B | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,707,327 | $1.6B | 6.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,373,844 | $1.4B | 5.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,049,560 | $1.4B | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 2,134,663 | $949M | 3.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,996,843 | $888M | 3.2% | 2026-Q2 |
| Capital International Investors trimmed | 1,915,187 | $852M | 3.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,889,901 | $841M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,539,072 | $687M | 2.5% | 2026-Q2 |
| FMR LLC trimmed | 1,499,498 | $667M | 2.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,416,034 | $630M | 2.3% | 2026-Q2 |
| Capital World Investors added | 1,366,290 | $608M | 2.2% | 2026-Q2 |
| Whale Rock Capital Management LLC trimmed | 1,271,373 | $566M | 2.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,165,068 | $518M | 1.9% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC new | 1,072,040 | $477M | 1.7% | 2026-Q2 |
| NORGES BANK added | 954,667 | $425M | 1.6% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 928,617 | $413M | 1.5% | 2026-Q2 |
| Sachem Head Capital Management LP new | 812,700 | $361M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 808,198 | $359M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 697,670 | $310M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 681,576 | $303M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 658,544 | $293M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 645,071 | $287M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 638,333 | $280M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 609,027 | $271M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 606,068 | $270M | 1.0% | 2026-Q2 |
| FengHe Fund Management Pte. Ltd. added | 581,687 | $259M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 577,866 | $257M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 533,145 | $237M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 520,847 | $232M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 474,686 | $211M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 428,157 | $190M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 361,721 | $161M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 361,411 | $161M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 327,432 | $146M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 321,728 | $143M | 0.5% | 2026-Q2 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added | 319,833 | $142M | 0.5% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 316,694 | $141M | 0.5% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP trimmed | 295,385 | $131M | 0.5% | 2026-Q2 |
| TOMS Capital Investment Management LP new | 293,000 | $130M | 0.5% | 2026-Q2 |
| TimesSquare Capital Management, LLC added | 288,450 | $128M | 0.5% | 2026-Q2 |
| SAMLYN CAPITAL, LLC trimmed | 281,893 | $125M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 275,713 | $63M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 265,549 | $118M | 0.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 261,567 | $116M | 0.4% | 2026-Q2 |
| Polar Capital Holdings Plc added | 260,442 | $116M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 260,178 | $116M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 250,579 | $97M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 232,107 | $103M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 225,115 | $100M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 223,165 | $99M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 216,565 | $96M | 0.4% | 2026-Q2 |
| Defiance ETFs, LLC trimmed | 210,440 | $87M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 207,760 | $92M | 0.3% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 192,042 | $85M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 179,890 | $80M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 173,207 | $77M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 170,226 | $76M | 0.3% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 165,227 | $73M | 0.3% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. new | 164,200 | $73M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 157,249 | $70M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 156,987 | $70M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 149,659 | $67M | 0.2% | 2026-Q2 |
| Blue Grotto Capital, LLC trimmed | 149,422 | $66M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 145,960 | $65M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 143,365 | $64M | 0.2% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 141,986 | $63M | 0.2% | 2026-Q2 |
| Harvey Partners, LLC trimmed | 141,066 | $63M | 0.2% | 2026-Q2 |
| Park West Asset Management LLC trimmed | 138,740 | $62M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 136,400 | $61M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 135,386 | $60M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK added | 134,904 | $60M | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. trimmed | 132,009 | $59M | 0.2% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 131,194 | $58M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 128,961 | $57M | 0.2% | 2026-Q2 |
| DENDUR CAPITAL LP trimmed | 124,000 | $55M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 122,876 | $55M | 0.2% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 120,625 | $54M | 0.2% | 2026-Q2 |
| Spyglass Capital Management LLC new | 118,526 | $53M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 117,817 | $52M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 117,782 | $52M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 116,845 | $52M | 0.2% | 2026-Q2 |
| Mizuho Markets Cayman LP trimmed | 113,090 | $50M | 0.2% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC trimmed | 112,250 | $50M | 0.2% | 2026-Q2 |
| SORA INVESTORS LLC trimmed | 107,496 | $48M | 0.2% | 2026-Q2 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC trimmed | 103,800 | $46M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 100,427 | $45M | 0.2% | 2026-Q2 |
| GLENVIEW CAPITAL MANAGEMENT, LLC added | 98,532 | $44M | 0.2% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 96,831 | $43M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 95,449 | $42M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 93,771 | $42M | 0.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 91,429 | $41M | 0.1% | 2026-Q2 |
| Aequim Alternative Investments LP added | 90,719 | $40M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 90,174 | $40M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 88,613 | $39M | 0.1% | 2026-Q2 |
| MARSICO CAPITAL MANAGEMENT LLC new | 88,154 | $39M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 85,742 | $38M | 0.1% | 2026-Q2 |
| Delta Global Management LP trimmed | 82,294 | $37M | 0.1% | 2026-Q2 |
| BOUSSARD & GAVAUDAN GESTION SAS new | 16,154 | $47M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.