Follow-The-Filings

Security

MKSI

Mks Instrs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 6 new 1 exit max 5.3% (Glen Kacher - Light Stree...)

grid → activity →
owners 18
max % 5.3%
tracked value $2.9B
qoq N 6 A 8 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 5.3% Add +524.4% 122,264 $28M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 3.9% New 3.9% 1,306,724 $300M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.5% Add +157.3% 1,610,331 $370M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -13.2% 195,403 $45M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -20.4% 407,395 $94M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +9.4% 894,369 $206M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -55.6% 232,006 $53M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +213.5% 616,497 $137M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +106.8% 947,032 $218M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 103,603 $24M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 38,133 $9M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -3.4% 7,487,305 $1.2B hist
Norges Bank 2025 Q4 stale 0.0% Add +7.4% 922,737 $147M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 120,173 $28M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 98,690 $23M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 7,286 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Add +373.5% 29,358 $5M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +22.0% 100 $23 hist
Glenview Capital Management, LLC exited 2026 Q1 last 2025 Q4 0.2% Exit -0.24 pp 74,200 $12M hist

18 current · 1 exited last period · options excluded

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 $190M $295M
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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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