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MKS Inc.

MKSI Technology
$355.69 +$10.37 (3.00%)
Market Cap: $24.02 B
Gurus Holding
11
Popularity Rank
#391
% of Shares Held
4.55%
Net Activity (Q1 2026)
+$283.66 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.09 B.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $283.66 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 213.5%. Conversely, Chuck Royce reduced exposure by 34.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$356.64 M
Total Buy Value
New Buys 5
Additions 2
-$72.98 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for MKS Inc. (MKSI)

Major holders include Steven Cohen ($370.07 M), Cliff Asness ($136.86 M), Chuck Royce ($92.77 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.07 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $283.66 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MKSI. The total reported sell value was $72.98 M.

Yes, 5 managers opened new positions in MKSI, and 2 increased their existing holdings. The total reported buy value was $356.64 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.47% Add 157.3% 1,610,331 $370.07 M Q1 2026
0.06% Add 213.5% 616,497 $136.86 M Q1 2026
0.92% Reduce -34.5% 403,670 $92.77 M Q1 2026
0.14% Reduce -13.2% 195,403 $44.91 M Q1 2026
0.04% New Buy 103,603 $23.81 M Q1 2026
0.03% Reduce -22.2% 81,280 $18.68 M Q1 2026
0.04% New Buy 38,133 $8.76 M Q1 2026
0.05% New Buy 10,000 $2.3 M Q1 2026
0.02% New Buy 7,286 $1.67 M Q1 2026
0.01% Reduce -0.3% 3,875 $890,514 Q1 2026
0.00% New Buy 2,770 $636,574 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form