13FPulse
MK

MKSI MKS INC

2026Q2 · CUSIP 55306N104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
757
Institutions that reported holding it to the SEC
Net increase in holders
+142
Last quarter 615 → now 757
How unusual is that
Top 5%
Stronger buying than 99% of US stocks
What the filings say, in one paragraph

757 funds held MKSI at the end of 2026Q2, up 142 from the quarter before. That is stronger buying than 98.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.3B(YoY +16.3%), the P/E is 39.3x, return on equity is 14.7%. MKSI has had 20 buying rushes in its history, and the price moved +9.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=138 2013Q4: holders=139 2014Q1: holders=144 2014Q2: holders=149 2014Q3: holders=157 2014Q4: holders=178 2015Q1: holders=188 2015Q2: holders=192 2015Q3: holders=196 2015Q4: holders=179 2016Q1: holders=198 2016Q2: holders=202 2016Q3: holders=241 2016Q4: holders=261 2017Q1: holders=277 2017Q2: holders=308 2017Q3: holders=333 2017Q4: holders=354 2018Q1: holders=387 2018Q2: holders=384 2018Q3: holders=375 2018Q4: holders=346 2019Q1: holders=326 2019Q2: holders=306 2019Q3: holders=304 2019Q4: holders=345 2020Q1: holders=309 2020Q2: holders=314 2020Q3: holders=335 2020Q4: holders=345 2021Q1: holders=341 2021Q2: holders=367 2021Q3: holders=369 2021Q4: holders=399 2022Q1: holders=393 2022Q2: holders=371 2022Q3: holders=355 2022Q4: holders=315 2023Q1: holders=322 2023Q2: holders=318 2023Q3: holders=322 2023Q4: holders=326 2024Q1: holders=343 2024Q2: holders=398 2024Q3: holders=409 2024Q4: holders=421 2025Q1: holders=397 2025Q2: holders=394 2025Q3: holders=430 2025Q4: holders=514 2026Q1: holders=615 2026Q2: holders=757 -142 -71 +0 +71 +142 124460795 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5% +24.6%
2025Q4 Top 5% -4.3% +25.2%
2025Q3 Top 10% +24.5% +76.0%
2024Q2 Top 5% -11.0% -5.0%
2024Q1 Top 20% +5.4% -6.0%
2021Q4 Top 20% -8.7% -25.4%
2021Q2 Top 10% +6.2% +18.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
265
Change in large funds
+49
Total value they hold
$31.3B
Funds buying for the first time
212
Funds that sold out entirely
70
Price change that quarter
-16.6%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
15

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
39.3
EPS (TTM)
$6.27
EPS YoY
+58.7%
Revenue (TTM)
$4.3B
Revenue YoY
+16.3%
Net margin
10.1%
ROE
14.7%
Debt ratio
66.6%
FCF (TTM)
$455M
Dividend (TTM)
$0.94
Quarterly Revenue & EPS
2021-09-30: EPS 2.38 2021-12-31: EPS 2.69 2022-03-31: EPS 2.57 2022-06-30: EPS 2.32 2022-09-30: EPS 0.09 2022-12-31: EPS 0.58 2023-03-31: EPS -0.64 2023-06-30: EPS -26.47 2023-09-30: EPS 0.58 2023-12-31: EPS -1.01 2024-03-31: EPS 0.22 2024-06-30: EPS 0.33 2024-09-30: EPS 0.92 2024-12-31: EPS 1.34 2025-03-31: EPS 0.77 2025-06-30: EPS 0.92 2025-09-30: EPS 1.10 2025-12-31: EPS 1.58 2026-03-31: EPS 1.18 2026-06-30: EPS 2.41 0B 0.6B 1.2B $B -29.12 -13.08 2.96 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 36 8 518 1028 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-77M48M173M 20162017201820192020202120222023202420252026
Latest quarter $28M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.