Chuck Royce's MKSI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 827.1K shares of MKS Inc. (MKSI) worth $102.37 M, representing 1.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in MKSI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 879.1K shares. Largest reduction occurred in Q4 2015, reducing 1.5M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's MKS (MKSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MKS (MKSI) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +6.62 M | Add 0.00% | 6.62 M | $26.54 |
| Q3 2013 | +879,112 | Add 13.28% | 7.5 M | $26.59 |
| Q4 2013 | +487,471 | Add 6.50% | 7.98 M | $29.94 |
| Q1 2014 | +34,800 | Add 0.44% | 8.02 M | $29.89 |
| Q2 2014 | +278,924 | Add 3.48% | 8.3 M | $31.24 |
| Q3 2014 | -79,800 | Reduce 0.96% | 8.22 M | $33.38 |
| Q4 2014 | -1.48 M | Reduce 18.00% | 6.74 M | $36.60 |
| Q1 2015 | -6,845 | Reduce 0.10% | 6.73 M | $33.81 |
| Q2 2015 | +78,518 | Add 1.17% | 6.81 M | $37.94 |
| Q3 2015 | -438,940 | Reduce 6.44% | 6.37 M | $33.53 |
| Q4 2015 | -1.51 M | Reduce 23.68% | 4.86 M | $36.00 |
| Q1 2016 | -742,207 | Reduce 15.26% | 4.12 M | $37.65 |
| Q2 2016 | -666,546 | Reduce 16.18% | 3.45 M | $43.06 |
| Q3 2016 | -787,131 | Reduce 22.79% | 2.67 M | $49.73 |
| Q4 2016 | -338,497 | Reduce 12.69% | 2.33 M | $59.40 |
| Q1 2017 | -451,632 | Reduce 19.39% | 1.88 M | $68.75 |
| Q2 2017 | -90,600 | Reduce 4.83% | 1.79 M | $67.30 |
| Q3 2017 | -120,486 | Reduce 6.74% | 1.67 M | $94.45 |
| Q4 2017 | -392,071 | Reduce 23.54% | 1.27 M | $94.50 |
| Q1 2018 | -323,295 | Reduce 25.38% | 950,529 | $115.65 |
| Q2 2018 | +50,368 | Add 5.30% | 1 M | $95.70 |
| Q3 2018 | +63,481 | Add 6.34% | 1.06 M | $80.15 |
| Q4 2018 | +338,387 | Add 31.79% | 1.4 M | $64.61 |
| Q1 2019 | -111,042 | Reduce 7.92% | 1.29 M | $93.05 |
| Q2 2019 | -46,041 | Reduce 3.56% | 1.25 M | $77.89 |
| Q3 2019 | -86,421 | Reduce 6.94% | 1.16 M | $92.28 |
| Q4 2019 | -138,243 | Reduce 11.93% | 1.02 M | $110.01 |
| Q1 2020 | +6,993 | Add 0.68% | 1.03 M | $81.45 |
| Q2 2020 | -28,493 | Reduce 2.77% | 999,518 | $113.24 |
| Q3 2020 | -11,383 | Reduce 1.14% | 988,135 | $109.23 |
| Q4 2020 | -26,550 | Reduce 2.69% | 961,585 | $150.45 |
| Q1 2021 | -71,519 | Reduce 7.44% | 890,066 | $185.42 |
| Q2 2021 | -110,673 | Reduce 12.43% | 779,393 | $177.95 |
| Q3 2021 | +96,739 | Add 12.41% | 876,132 | $150.91 |
| Q4 2021 | -32,850 | Reduce 3.75% | 843,282 | $174.17 |
| Q1 2022 | -155,946 | Reduce 18.49% | 687,336 | $150.00 |
| Q2 2022 | +103,395 | Add 15.04% | 790,731 | $102.63 |
| Q3 2022 | +11,622 | Add 1.47% | 802,353 | $82.64 |
| Q4 2022 | +45,462 | Add 5.67% | 847,815 | $84.73 |
| Q1 2023 | +38,403 | Add 4.53% | 886,218 | $88.62 |
| Q2 2023 | +122,848 | Add 13.86% | 1.01 M | $108.10 |
| Q3 2023 | -49,077 | Reduce 4.86% | 959,989 | $86.54 |
| Q4 2023 | +159,704 | Add 16.64% | 1.12 M | $102.87 |
| Q1 2024 | -200,201 | Reduce 17.88% | 919,492 | $133.00 |
| Q2 2024 | -119,081 | Reduce 12.95% | 800,411 | $130.58 |
| Q3 2024 | -37,017 | Reduce 4.62% | 763,394 | $108.71 |
| Q4 2024 | -23,950 | Reduce 3.14% | 739,444 | $104.39 |
| Q1 2025 | +53,800 | Add 7.28% | 793,244 | $80.15 |
| Q2 2025 | +121,867 | Add 15.36% | 915,111 | $99.36 |
| Q3 2025 | -87,984 | Reduce 9.61% | 827,127 | $123.77 |
Chuck Royce's MKS Investment FAQs
Chuck Royce first purchased MKS Inc. (MKSI) in Q2 2013, acquiring 6,617,617 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held MKS Inc. (MKSI) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to MKS Inc. (MKSI) was in Q2 2013, adding 6,617,617 shares worth $175.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 827,127 shares of MKS Inc. (MKSI), valued at approximately $102.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, MKS Inc. (MKSI) represents approximately 1.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in MKS Inc. (MKSI) was 8,297,924 shares, as reported at the end of Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.