MKS INC. MKSI
COM · Common Stock · CUSIP 55306N104 · ISIN US55306N1046
Company in Andover, United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.7m this quarter). Holder counts are more reliable. Shares outstanding: 67.2m as of 2025-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $99.36. Options: 14 managers hold calls ($201.8m notional), 13 hold puts ($25.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 357 |
| Q4 2022 | 316 |
| Q1 2023 | 325 |
| Q2 2023 | 321 |
| Q3 2023 | 324 |
| Q4 2023 | 325 |
| Q1 2024 | 343 |
| Q2 2024 | 397 |
| Q3 2024 | 410 |
| Q4 2024 | 419 |
| Q1 2025 | 399 |
| Q2 2025 | 397 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 168 | 135 |
| Q4 2023 | 153 | 164 |
| Q1 2024 | 177 | 142 |
| Q2 2024 | 223 | 148 |
| Q3 2024 | 244 | 163 |
| Q4 2024 | 215 | 181 |
| Q1 2025 | 223 | 197 |
| Q2 2025 | 224 | 205 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $208.4m | $21.0m | 0.10 |
| Q4 2024 | $196.5m | $16.0m | 0.08 |
| Q1 2025 | $155.0m | $16.4m | 0.11 |
| Q2 2025 | $201.8m | $25.2m | 0.12 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +613.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +542.1k |
| JPMORGAN CHASE & CO | Added | +482.9k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +477.5k |
| Channing Capital Management, LLC | Added | +438.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | +432.2k |
| BARCLAYS PLC | Added | +356.3k |
| Rafferty Asset Management, LLC | Added | +340.6k |
| UBS Group AG | Added | +333.2k |
Biggest sellers
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -579.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -540.3k |
| Point72 Asset Management, L.P. | Sold out | -359.9k |
| NOMURA HOLDINGS INC | Reduced | -297.9k |
| D. E. Shaw & Co., Inc. | Reduced | -296.1k |
| Artemis Investment Management LLP | Sold out | -251.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -250.6k |
| FMR LLC | Reduced | -215.2k |
| Aperture Investors, LLC | Sold out | -205.2k |
| Blue Grotto Capital, LLC | Reduced | -168.1k |
Biggest calls
| UBS Group AG | Unchanged | $90.1m907.2k shares |
| JANE STREET GROUP, LLC | Added | $52.8m531.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.1m162.4k shares |
| WOLVERINE TRADING, LLC | Added | $15.5m154.3k shares |
| PEAK6 LLC | Added | $8.2m82.6k shares |
| Caption Management, LLC | Unchanged | $6.5m65.0k shares |
| Walleye Trading LLC | Added | $5.3m53.3k shares |
| CITADEL ADVISORS LLC | Reduced | $4.0m39.8k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m18.7k shares |
| GROUP ONE TRADING LLC | Added | $546.5k5.5k shares |
Biggest puts
| NATIONAL BANK OF CANADA /FI/ | New | $9.9m1.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.5m45.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $4.5m44.5k shares |
| CITADEL ADVISORS LLC | Added | $3.3m33.6k shares |
| JANE STREET GROUP, LLC | Added | $1.0m10.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $635.0k6.4k shares |
| Cubist Systematic Strategies, LLC | New | $427.2k4.3k shares |
| Walleye Trading LLC | Reduced | $308.0k3.1k shares |
| TUDOR INVESTMENT CORP ET AL | New | $278.2k2.8k shares |
| GROUP ONE TRADING LLC | Added | $109.3k1.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 8.8% |
| Invesco Ltd. 13G · institution new · filed 2026-02-12 | 6.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: JPMORGAN CHASE & CO (2.9%, 2026-09-03), VICTORY CAPITAL MANAGEMENT INC (90.0%, 2026-07-24), FMR LLC (3.3%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), PRICE T ROWE ASSOCIATES INC /MD/ (4.1%, 2026-02-17)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 5 | $4.7m | $1.0m |
| Q4 2023 | 1 | $170.8k | 2 | $42.3k | $42.3k |
| Q1 2024 | 0 | — | 5 | $7.6m | $2.4m |
| Q2 2024 | 0 | — | 1 | $68.8k | $68.8k |
| Q3 2024 | 0 | — | 3 | $276.4k | $62.8k |
| Q4 2024 | 0 | — | 2 | $92.9k | $92.9k |
| Q1 2025 | 0 | — | 3 | $889.4k | $53.2k |
| Q2 2025 | 0 | — | 1 | $24.5k | $24.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-02 | Mora Elizabeth Director | Sold plan | $24.5k300 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 7.5m $740.9m | Added +6.0k |
| BlackRock, Inc. 0.01% of their portfolio | 7.3m $727.0m | Added +249.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 4.1m $410.3m | Added +613.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.25% of their portfolio | 3.9m $384.2m | Added +477.5k |
| FMR LLC 0.02% of their portfolio | 3.8m $380.5m | Reduced -215.2k |
| Capital International Investors 0.06% of their portfolio | 3.3m $323.2m | Added +153.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 3.0m $298.0m | Reduced -250.6k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $204.5m | Reduced -25.0k |
| Invesco Ltd. 0.03% of their portfolio | 1.9m $192.4m | Reduced -113.0k |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 1.9m $187.7m | Reduced -55.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.16% of their portfolio | 1.7m $167.7m | Reduced -579.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.5m $153.6m | Added +1.0m |
| Madison Asset Management, LLC 1.57% of their portfolio | 1.5m $145.4m | Added +35.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $125.0m | Added +35.1k |
| COOKE & BIELER LP 1.22% of their portfolio | 1.2m $121.9m | Added +188.2k |
| UBS Group AG 0.02% of their portfolio | 1.1m $113.4m | Added +333.2k |
| BARCLAYS PLC 0.04% of their portfolio | 1.1m $106.0m | Added +356.3k |
| Channing Capital Management, LLC 2.74% of their portfolio | 991.3k $98.5m | Added +438.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 982.6k $97.6m | Added +301.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 967.5k $96.1m | Added +88.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 936.9k $93.1m | Added +482.9k |
| ROYCE & ASSOCIATES LP 0.93% of their portfolio | 915.1k $90.9m | Added +121.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.84% of their portfolio | 912.4k $90.7m | Added +542.1k |
| Rafferty Asset Management, LLC 0.29% of their portfolio | 878.1k $87.2m | Added +340.6k |
| NORGES BANK 0.01% of their portfolio | 859.4k $85.4m | Reduced -45.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 852.6k $84.7m | Added +17.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 790.7k $78.6m | Added +72.4k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 732.7k $72.8m | Added +238.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 606.9k $60.3m | Reduced -27.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 603.6k $60.0m | Reduced -143 |
| MORGAN STANLEY 0.00% of their portfolio | 596.4k $59.3m | Reduced -46.4k |
| NATIXIS ADVISORS, LLC 0.09% of their portfolio | 574.2k $57.0m | Added +310.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 522.5k $51.9m | Reduced -20.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 453.9k $45.1m | Added +220.9k |
| CITIGROUP INC 0.03% of their portfolio | 446.5k $44.4m | Added +61.0k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.67% of their portfolio | 432.2k $42.9m | New |
| Freestone Grove Partners LP 0.31% of their portfolio | 413.8k $41.1m | Added +290.4k |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.71% of their portfolio | 391.2k $38.9m | Reduced -162.2k |
| Capital Research Global Investors 0.01% of their portfolio | 387.2k $38.5m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 384.4k $38.2m | Reduced -14.7k |
| Polaris Capital Management, LLC 2.39% of their portfolio | 361.4k $35.9m | Reduced -12.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.23% of their portfolio | 337.3k $33.5m | Added +78.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 321.7k $32.0m | Added +54.3k |
| MIZUHO MARKETS AMERICAS LLC 0.98% of their portfolio | 298.1k $29.6m | Added +14.4k |
| VALUE HOLDINGS MANAGEMENT CO. LLC 5.22% of their portfolio | 297.7k $29.6m | Unchanged |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 278.7k $27.7m | Added +250.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 271.3k $27.0m | Added +104.9k |
| Harvey Partners, LLC 2.67% of their portfolio | 269.6k $26.8m | Added +8.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 250.4k $24.9m | Added +16.7k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.62% of their portfolio | 233.2k $23.2m | Added +10.9k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.65% of their portfolio | 232.3k $23.1m | New |
| Penserra Capital Management LLC 0.29% of their portfolio | 206.5k $20.5m | Added +62.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 199.4k $19.8m | Added +44.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 195.2k $19.4m | Added +30.6k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 187.9k $18.7m | Added +154.1k |
| Blue Grotto Capital, LLC 2.24% of their portfolio | 187.2k $18.6m | Reduced -168.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 186.6k $18.5m | Reduced -1.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 185.6k $18.4m | Reduced -3.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 185.0k $18.4m | Added +114.8k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 182.3k $18.1m | Reduced -100.3k |
| Shellback Capital, LP 1.18% of their portfolio | 178.6k $17.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 169.9k $16.9m | Reduced -92.7k |
| Retirement Systems of Alabama 0.06% of their portfolio | 158.1k $15.7m | Added +66 |
| BESSEMER GROUP INC 0.03% of their portfolio | 156.5k $15.5m | Added +22.4k |
| SummitTX Capital, L.P. 0.66% of their portfolio | 151.0k $15.0m | Added +18.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 146.0k $14.5m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 141.3k $14.0m | Added +137.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 132.7k $13.2m | Added +106 |
| Swiss National Bank 0.01% of their portfolio | 128.8k $12.8m | Reduced -1.6k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 1.02% of their portfolio | 128.8k $12.8m | Unchanged |
| Quantinno Capital Management LP 0.05% of their portfolio | 121.0k $12.0m | Added +83.4k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 115.6k $11.5m | Added +31.8k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 114.0k $11.3m | Reduced -110.9k |
| Polar Capital Holdings Plc 0.06% of their portfolio | 110.2k $10.9m | Reduced -46.3k |
| NFJ INVESTMENT GROUP, LLC 0.38% of their portfolio | 109.8k $10.9m | Added +49.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 109.3k $10.9m | Reduced -35.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 108.6k $10.8m | Reduced -150.4k |
| Legal & General Group Plc 0.00% of their portfolio | 108.3k $10.8m | Added +3.1k |
| Nuveen, LLC 0.00% of their portfolio | 108.2k $10.7m | Reduced -29.0k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 105.8k $10.5m | Added +100.5k |
| NOMURA HOLDINGS INC 0.08% of their portfolio | 102.3k $10.2m | Reduced -297.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.42% of their portfolio | 99.8k $9.9m | Reduced -10.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 99.7k $9.9m | Reduced -11.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 96.3k $9.6m | Reduced -296.1k |
| Harber Asset Management LLC 3.07% of their portfolio | 96.0k $9.5m | Added +13.9k |
| Concentric Capital Strategies, LP 0.52% of their portfolio | 92.6k $9.2m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 90.9k $9.0m | Added +61.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 85.9k $8.5m | Reduced -1.3k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 80.1k $8.0m | Reduced -3.0k |
| Phocas Financial Corp. 1.03% of their portfolio | 71.9k $7.1m | Added +41.6k |
| Leith Wheeler Investment Counsel Ltd. 0.50% of their portfolio | 71.3k $7.1m | Reduced -1.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 71.1k $7.1m | Added +9.7k |
| COMERICA BANK 0.03% of their portfolio | 70.7k $7.0m | Added +43.8k |
| STRS OHIO 0.03% of their portfolio | 70.1k $7.0m | Added +17.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 65.3k $6.5m | Reduced -100 |
| READYSTATE ASSET MANAGEMENT LP 0.26% of their portfolio | 64.2k $6.4m | Added +965 |
| Amundi 0.00% of their portfolio | 63.0k $6.6m | Reduced -16.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.2k $6.2m | Unchanged |
| Sculptor Capital LP 0.10% of their portfolio | 60.0k $6.0m | Reduced -3.3k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 58.9k $5.9m | Added +6.8k |