MKS (MKSI) — Institutional Holders & Hedge Fund Ownership
MKS (MKSI) institutional ownership: 6 hedge funds and institutional investors, holding 3.5M shares ($810.6M), as of Q1 2026, per SEC Form 13F-HR filings.
MKS (MKSI) appears in the 13F portfolios of dozens of professional money managers each quarter; the aggregated filings surface top buyers, top sellers, and conviction-weighted holders for MKSI. These filings are aggregated to surface top holders, quarterly buyers and sellers, position changes, and peer-fund overlap.
The top MKSI shareholders by portfolio weight are FengHe Fund Management (14.49%), Aspex (5.13%), and Whale Rock (3.88%). In Q1 2026, FengHe Fund Management made the largest position increase (+14.49%).
Top 6 Institutional Holders of MKS (MKSI) — Q1 2026
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | FengHe Fund Management | 456,329 | $104.9M | 14.49% |
| 2 | Aspex | 1,538,789 | $353.6M | 5.13% |
| 3 | Whale Rock | 1,306,724 | $300.3M | 3.88% |
| 4 | Dendur Capital | 214,500 | $49.3M | 3.63% |
| 5 | Monolith | 3,470 | $797K | 0.31% |
| 6 | Maverick Capital | 7,286 | $1.7M | 0.02% |
- 6Hedge funds holding
- 3,527,098Shares held (disclosed)
- $810.6M13F market value
- 3.75%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of MKSI. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold MKSI. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- FengHe Fund Management+14.49% · +456,329 shares
- Aspex+5.13% · +1,538,789 shares
- Whale Rock+3.88% · +1,306,724 shares
Top sellers
- UTIMCO - The University of Texas-0.01% · -275 shares
Ownership Statistics
- Funds holding
- 6
- Median weight
- 3.75%
- Largest holder
- FengHe Fund Management · 14.49%
- Smallest holder
- Maverick Capital · 0.02%
- Shares held
- 3,527,098 (+3,526,823)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding MKSI in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | FengHe Fund Management | 456,329 | $104.9M | 14.49% |
| 2 | Aspex | 1,538,789 | $353.6M | 5.13% |
| 3 | Whale Rock | 1,306,724 | $300.3M | 3.88% |
| 4 | Dendur Capital | 214,500 | $49.3M | 3.63% |
| 5 | Monolith | 3,470 | $797.4K | 0.31% |
| 6 | Maverick Capital | 7,286 | $1.7M | 0.02% |
Methodology & FAQ
Methodology: How We Track MKSI Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for MKS INC. (MKSI). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to MKSI on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in MKSI?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as FengHe Fund Management , Aspex , and Whale Rock as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the MKSI ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this MKSI data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds MKSI stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for MKSI as of each filing date.