$MKSI

$218.24 +$6.08 (2.87%) Close

$MKSI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 67.6M shares outstanding

Who owns MKSI?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 46.1%

BlackRock, Inc. 10.3% · Invesco Ltd. 6.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

776

+156 vs last qtr

Net shares bought

+1.9M

by institutions in Q2 2026

New / sold out

217 / 61

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +1.3M
Alkeon Capital Management LLC NEW +1.1M

Biggest sellers in Q2 2026

FMR LLC −434.3K
Wellington Management Group LLP −417.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$43.1M

32 notices from 14 people

Shares covered

151.0K

0.22% of the company

Arranged in advance

41%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lee John Tseng-Chung Officer $13.6M
Gerald G Colella 2019 Trust u/a dtd 5/4/2019 Officer 10b5-1 $6.67M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+25.3%

+2.53% a year

Each share's claim on the business

−20.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$122M vs $395M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years2% 1–3 years9% Under 1 year25%

Quarterly turnover

14.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MKSI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.9M	10.25%	+288.3K (+4.3%)	≤2021	0.1%
Shares held by quarter Peak holding7.3M (Q2'25) Change over 8 quarters+77.0K Share of the company10.250% BlackRock, Inc.'s full portfolio →
I Invesco Ltd.	4.7M	6.89%	+940.2K (+25.3%)	≤2021	0.2%
Shares held by quarter Peak holding4.7M (Q2'26) Change over 8 quarters+2.4M Share of the company6.890% Invesco Ltd.'s full portfolio →

BlackRock, Inc.

6.9M

% of company

10.25%

Change vs last qtr

+288.3K (+4.3%)

Held since

≤2021

Invesco Ltd.

4.7M

% of company

6.89%

Change vs last qtr

+940.2K (+25.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding MKS Incorporated, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MKSI on Form N-PORT; together they hold 51.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$1.09B	2.5M	3.63%	1.15%	June 30, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$1.03B	2.3M	3.42%	0.83%	June 30, 2026

SMALLCAP World Fund Inc

Position value

$1.09B

% of company

3.63%

% of the fund

1.15%

As of

June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$1.03B

% of company

3.42%

% of the fund

0.83%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding MKS Incorporated and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CG Colella Gerard G Insider	194.6K	0.29%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.290% Colella Gerard G's insider activity →
LJ Lee John Tseng-Chung Insider	134.8K	0.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.200% Lee John Tseng-Chung's insider activity →

Colella Gerard G

Insider

194.6K

% of company

0.29%

Change vs last qtr

—

Held since

—

Lee John Tseng-Chung

Insider

134.8K

% of company

0.20%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of MKS Incorporated.

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