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MKS Inc.

MKSI Technology
$281.6 $-18.64 (-6.21%)
Market Cap: $19.04 B
Gurus Holding
10
Popularity Rank
#515
% of Shares Held
4.79%
Net Activity (Q2 2026)
+$92.46 M

Guru Ownership Trend

Guru Analysis for MKS Inc. (MKSI)

MKS Inc. (MKSI), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $911.51 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $92.46 M net inflow during the quarter.

Recent activity highlights Larry Robbins who opened a new position. Conversely, Mario Gabelli reduced exposure by 81.6%.

Key Holders

Top 5 by Value

$888.2 M
$280.24 M
$116.35 M
$75.72 M
$43.83 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$225.33 M
Total Buy Value
New Buys 1
Additions 2
-$132.87 M
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
3

FAQs for MKS Inc. (MKSI)

Major holders include Steven Cohen ($888.2 M), Cliff Asness ($280.24 M), Chuck Royce ($116.35 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $92.46 M, with 3 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited MKSI. The total reported sell value was $132.87 M.

Yes, 1 managers opened new positions in MKSI, and 2 increased their existing holdings. The total reported buy value was $225.33 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.98% Add 24.0% 1,996,843 $888.2 M Q2 2026
0.10% Add 3.5% 638,333 $280.24 M Q2 2026
0.94% Reduce -35.2% 261,567 $116.35 M Q2 2026
0.18% Reduce -12.9% 170,226 $75.72 M Q2 2026
0.80% New Buy 98,532 $43.83 M Q2 2026
0.02% Reduce -61.0% 40,403 $17.97 M Q2 2026
0.05% Reduce -28.7% 27,198 $12.1 M Q2 2026
0.01% Reduce -71.9% 2,050 $911,840 Q2 2026
0.00% Reduce -63.1% 1,023 $455,030 Q2 2026
0.00% Reduce -81.6% 715 $318,032 Q2 2026
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Value
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SEC Form