21 institutions reported holding $19.3M of MKS INC. (MKSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($10.7M), NEVILLE RODIE & SHAW INC ($1.9M), GAMMA Investing LLC ($1.4M), Central Pacific Bank - Trust Division ($1.3M), Versant Capital Management, Inc ($733,475). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $10.7M | 24,009 | Trimmed |
| 2 | NEVILLE RODIE & SHAW INC | $1.9M | 4,360 | New |
| 3 | GAMMA Investing LLC | $1.4M | 3,231 | Added |
| 4 | Central Pacific Bank - Trust Division | $1.3M | 444,000 | Hold |
| 5 | Versant Capital Management, Inc | $733,475 | 1,649 | Trimmed |
| 6 | Avior Wealth Management, LLC | $723,245 | 1,626 | Trimmed |
| 7 | TT International Asset Management LTD | $554,506 | 1,349 | Trimmed |
| 8 | MassMutual Private Wealth & Trust, FSB | $533,315 | 1,199 | Added |
| 9 | TRUST POINT INC. | $427,007 | 960 | New |
| 10 | Dynamic Advisor Solutions LLC | $368,294 | 828 | Trimmed |
| 11 | CANANDAIGUA NATIONAL BANK & TRUST CO | $245,530 | 552 | New |
| 12 | Somerset Trust Co | $221,066 | 497 | New |
| 13 | CX Institutional | $24,000 | 53 | Hold |
| 14 | CoreCap Advisors, LLC | $19,126 | 43 | Added |
| 15 | Hilltop National Bank | $18,682 | 42 | New |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $15,124 | 34 | Hold |
| 17 | Grove Bank & Trust | $11,120 | 25 | Added |
| 18 | Retirement Wealth Solutions LLC | $7,562 | 17 | Trimmed |
| 19 | Dogwood Wealth Management LLC | $3,558 | 8 | New |
| 20 | 3 FACTOR INDEXING, LLC | $445 | 1 | Hold |
| 21 | ATWOOD & PALMER INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30