undamentalytics Newsletter

MKS Inc: which funds bought and sold

Institutions that bought and sold MKS shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 447 institutions that filed 13F reports for both quarters added to or opened positions in MKS, and 303 cut or closed them. Together they added a net 861K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 273K shares (−1.1%); index fund managers were net buyers of 382K shares (+2.0%). 203 opened a new position and 52 sold out entirely.

Bought, Q2 2026 447 institutions, 203 of them new holders Sold, Q2 2026 303 institutions, 52 of them sold out
Net change, all compared +861K shares (+1.3%)
Net change, active managers −273K shares (−1.1%), 39 bought, 54 sold

Buyers versus sellers

institutions compared, 814
Active managers and hedge funds 39 bought · 54 sold · −273K
Index fund managers 8 bought · 4 sold · +382K
Other institutions 400 bought · 245 sold · +752K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co +1.3M +60.9% 3.4M $1.4B
Alkeon Capital Management LLC Hedge fund +1.1M New position 1.1M $477M
Invesco Ltd. +940K +25.3% 4.7M $2.1B
Sachem Head Capital Management LP Hedge fund +813K New position 813K $361M
Qube Research & Technologies Ltd Hedge fund +532K +715.0% 606K $270M
Point72 Asset Management, L.P. Hedge fund +387K +24.0% 2.0M $888M
TOMS Capital Investment Management LP Hedge fund +293K New position 293K $130M
Blackrock, Inc. Index funds +288K +4.3% 6.9M $3.1B
Aspex Management (HK) Ltd +282K +18.3% 1.8M $810M
Price T Rowe Associates Inc Active manager +190K +11.2% 1.9M $841M
Polar Capital Holdings PLC Active manager +188K +260.7% 260K $116M
Northwestern Mutual Wealth Management Co +173K +76880.9% 173K $77M
Morgan Stanley +167K +32.3% 682K $303M
Evergreen Quality Fund Gp, Ltd. +164K New position 164K $73M
Artemis Investment Management LLP Active manager +142K New position 142K $63.2M
Rockefeller Capital Management L.P. +134K +10756.9% 135K $60.2M
Marshall Wace, LLP Hedge fund +126K +128.1% 225K $100M
Fenghe Fund Management Pte. Ltd. +125K +27.5% 582K $259M
Spyglass Capital Management LLC Hedge fund +119K New position 119K $52.7M
Goldman Sachs Group Inc +116K +47.3% 362K $161M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −434K −22.5% 1.5M $667M
Wellington Management Group LLP Active manager −417K −22.8% 1.4M $630M
Franklin Resources Inc Active manager −390K −82.0% 86K $38.1M
Contour Asset Management LLC Hedge fund −375K Sold out 0 —
Dimensional Fund Advisors LP −302K −36.2% 533K $237M
American Century Companies Inc Active manager −275K −98.0% 5,567 $2.5M
Victory Capital Management Inc Active manager −270K −30.7% 609K $271M
Neuberger Berman Group LLC Active manager −268K −18.7% 1.2M $518M
Citadel Advisors LLC Hedge fund −249K −26.3% 698K $310M
Millennium Management LLC Hedge fund −249K −27.9% 645K $287M
Jane Street Group, LLC −239K −98.2% 4,370 $1.9M
Blue Grotto Capital, LLC −226K −60.2% 149K $66.5M
Samlyn Capital, LLC Hedge fund −215K −43.2% 282K $125M
Bank Of New York Mellon Corp −174K −20.9% 659K $293M
Nomura Holdings Inc −173K −64.1% 97K $43.1M
Voloridge Investment Management, LLC Hedge fund −153K −92.1% 13K $5.8M
Balyasny Asset Management L.P. Hedge fund −147K −36.1% 260K $116M
Royce & Associates LP Active manager −142K −35.2% 262K $116M
Principal Financial Group Inc −140K −22.7% 475K $211M
Two Sigma Investments, LP Hedge fund −135K −48.6% 143K $63.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Alkeon Capital Management LLCHedge fund 1.1M $477M
Sachem Head Capital Management LPHedge fund 813K $361M
TOMS Capital Investment Management LPHedge fund 293K $130M
Evergreen Quality Fund Gp, Ltd. 164K $73M
Artemis Investment Management LLPActive manager 142K $63.2M
Spyglass Capital Management LLCHedge fund 119K $52.7M
Glenview Capital Management, LLCHedge fund 99K $43.8M
Marsico Capital Management LLCActive manager 88K $39.2M
T. Rowe Price Investment Management, Inc.Active manager 74K $32.8M
Wealth High Governance Asset Management Ltda. 72K $32.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Contour Asset Management LLCHedge fund 375K $86.1M
Polaris Capital Management, LLC 135K $31M
Rivermont Capital Management LP 88K $20.1M
Tudor Investment Corp Et AlHedge fund 81K $18.7M
Tairen Capital Ltd 69K $15.7M
SEB Asset Management AB 52K $12M
Shellback Capital, LP 41K $9.5M
Tyro Capital Management LLC 37K $8.5M
Jain Global LLCHedge fund 34K $7.9M
Fora Capital, LLC 10K $2.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
773
Ten largest holders
44.4%
of 13F-reported shares
Index fund managers
27.4%
of 13F-reported shares
Active managers and hedge funds
33.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 39 54 20 6 −273K −1.1%
Index fund managers 8 4 0 0 +382K +2.0%
Other institutions 400 245 183 46 +752K +2.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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