Follow-The-Filings

Security · featured owners

MKSI Mks Instrs Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #194
  • Max 7.5%
  • Master 0.06%
  • $1.1B
  • 4 new 3 reduce

MKSI (Mks Instrs Inc.) is held in 7 featured 13F books as of 2026 Q2. Sachem Head Capital Management is the largest tracked holder by portfolio weight (7.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.5% (Sachem Head Capital Management) · not free-float ownership

  1. Sachem Head Capital Management new 7.5%
  2. Glen Kacher reduce 5.1%
  3. Alex Sacerdote reduce 4.5%
  4. Ryan Packard new 1.1%
  5. Senator Investment Group new 1.1%
  6. Glenview Capital Management new 0.80%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 4.5% Reduce −2.7% 1,271,373 $566M history
Sachem Head Capital Management 2026 Q2 7.5% New 7.5% 812,700 $361M history
Glen Kacher - Light Street Capital Management 2026 Q2 5.1% Reduce −15.1% 103,800 $46M history
Glenview Capital Management 2026 Q2 0.80% New 0.80% 98,532 $44M history
Senator Investment Group 2026 Q2 1.1% New 1.1% 65,000 $29M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 1.1% New 1.1% 29,500 $13M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −71.9% 2,050 $912K history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.02,5.07,9.01
10-Q
8-K 2.02,9.01
8-K 5.02
DEFA14A
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026
4 Period Aug 17, 2026
4 Period Aug 14, 2026
4 Period Aug 3, 2026
4 Period Jun 12, 2026
4 Period Jun 10, 2026
4 Period Jun 5, 2026
4 Period Jun 1, 2026 · 2 forms
4 Period May 27, 2026 · 2 forms
4 Period May 26, 2026
4 Period May 22, 2026 · 2 forms
4 Period May 18, 2026
4 Period May 14, 2026
4 Period May 13, 2026
4 Period May 11, 2026 · 8 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.62B $3.59B $3.93B
Gross profit $1.64B $1.71B $1.84B
Gross margin * 45.3% 47.6% 46.7%
Net income -$1.84B $0.19B $0.295B
Net margin * -50.8% 5.3% 7.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.7B $2.47B $2.51B
Total non-current assets * $6.42B $6.12B $6.29B
Total assets $9.12B $8.59B $8.8B
Total current liabilities $848M $775M $927M
Total non-current liabilities * $5.8B $5.49B $5.15B
Total equity $2.47B $2.32B $2.72B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $319M $528M $645M
Cash from investing -$84M -$117M -$145M
Cash from financing -$259M -$549M -$562M
Net change in cash -$34M -$161M -$39M

ownership over time

filing count by report period · click a bar for that quarter’s holders