Kodiak Gas Services, Inc.
KGS- Exchange
- NYSE
- Industry
- Natural Gas Transmission
- SEC CIK
- 0001767042
In the last 90 days, Kodiak Gas Services, Inc. insiders filed 0 open-market purchases and 8 sales; 409 institutions reported holding it in 13F filings for Q2 2026, worth $7.88B in total; Lone Pine Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Kodiak Gas Services, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 409
- +85 vs. Q1 2026
- Shares held
- 104.9M
- +15.2M (+17.0%) vs. Q1 2026
- Total value
- $7.88B
- +$2.65B (+50.7%) vs. Q1 2026
- New holders
- 116
- 168 more added
- Sold out
- 31
- 87 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KGS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 409 | $7.88B |
| Q1 2026 | 329 | $5.23B |
| Q4 2025 | 282 | $3.40B |
| Q3 2025 | 254 | $3.51B |
| Q2 2025 | 246 | $2.19B |
| Q1 2025 | 228 | $2.14B |
| Q4 2024 | 211 | $2.01B |
| Q3 2024 | 165 | $939.5M |
| Q2 2024 | 143 | $612.4M |
| Q1 2024 | 123 | $558.1M |
| Q4 2023 | 102 | $399.1M |
| Q3 2023 | 79 | $334.6M |
| Q2 2023 | 53 | $307.6M |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,202,166 | $1.14B | 0.02% | +2,893,153+23.5% | Added |
| Invesco Ltd. | 8,058,162 | $605.4M | 0.05% | −126,819−1.5% | Reduced |
| Vanguard Capital Management LLC | 4,382,477 | $329.3M | 0.01% | +660,023+17.7% | Added |
| Vanguard Portfolio Management LLC | 4,128,008 | $310.1M | 0.01% | +2,195,272+113.6% | Added |
| State Street Corp | 4,126,523 | $310.0M | 0.01% | +693,686+20.2% | Added |
| FMR LLC | 4,072,866 | $306.0M | 0.01% | −490,835−10.8% | Reduced |
| Price T Rowe Associates Inc | 3,035,578 | $228.1M | 0.02% | +985,403+48.1% | Added |
| American Century Companies Inc | 2,949,348 | $221.6M | 0.10% | +502,308+20.5% | Added |
| Zimmer Partners, LP | 2,530,838 | $190.1M | 4.50% | +148,922+6.3% | Added |
| Dimensional Fund Advisors LP | 2,524,261 | $189.6M | 0.03% | −581,294−18.7% | Reduced |
| Geode Capital Management, LLC | 2,491,617 | $187.2M | 0.01% | +498,892+25.0% | Added |
| Wellington Management Group LLP | 2,432,174 | $182.7M | 0.03% | +1,117,743+85.0% | Added |
| Two Sigma Investments, LP | 2,103,821 | $158.1M | 0.12% | +306,833+17.1% | Added |
| Goldman Sachs Group Inc | 1,745,546 | $131.1M | 0.01% | −368,747−17.4% | Reduced |
| Bank of America Corp | 1,462,131 | $109.8M | 0.01% | −75,687−4.9% | Reduced |
| 140 Summer Partners LP | 1,302,130 | $97.8M | 7.92% | +6,208+0.5% | Added |
| Morgan Stanley | 1,261,964 | $94.8M | 0.01% | +331,849+35.7% | Added |
| Citadel Advisors LLC | 1,177,330 | $88.5M | 0.05% | −727,477−38.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 1,128,985 | $84.8M | 1.66% | +506,016+81.2% | Added |
| Charles Schwab Investment Management Inc | 1,096,762 | $82.4M | 0.01% | +153,343+16.3% | Added |
| BNP Paribas Arbitrage, SA | 1,084,271 | $81.5M | 0.04% | +239,519+28.4% | Added |
| Northern Trust Corp | 1,038,831 | $78.0M | 0.01% | +254,920+32.5% | Added |
| Bank of New York Mellon Corp | 979,946 | $73.6M | 0.01% | +176,529+22.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 952,765 | $71.6M | 0.09% | +1,449+0.2% | Added |
| Eagle Global Advisors LLC | 882,370 | $66.3M | 2.19% | −48,420−5.2% | Reduced |
| Ameriprise Financial Inc | 874,965 | $65.7M | 0.01% | −2,492−0.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 845,070 | $63.5M | 0.39% | +845,070 | New |
| Nuveen, LLC | 832,812 | $62.6M | 0.01% | +361,950+76.9% | Added |
| Nomura Asset Management International Inc. | 820,438 | $61.6M | 0.09% | −672,293−45.0% | Reduced |
| UBS Group AG | 796,301 | $59.8M | 0.01% | −89,898−10.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 768,470 | $57.7M | 0.59% | +42,223+5.8% | Added |
| Franklin Resources Inc | 708,756 | $53.2M | 0.01% | +313,473+79.3% | Added |
| Vanguard Fiduciary Trust Co | 704,694 | $52.9M | 0.01% | +122,723+21.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 656,730 | $49.3M | 0.05% | −38,755−5.6% | Reduced |
| Driehaus Capital Management LLC | 655,608 | $49.3M | 0.29% | +655,608 | New |
| T. Rowe Price Investment Management, Inc. | 652,761 | $49.0M | 0.03% | +652,761 | New |
| Conestoga Capital Advisors, LLC | 646,145 | $48.5M | 1.06% | +646,145 | New |
| Principal Financial Group Inc | 636,273 | $47.8M | 0.02% | +88,254+16.1% | Added |
| Augustine Asset Management Inc | 609,394 | $45.8M | 9.27% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 589,510 | $44.3M | 0.09% | +566,882+2,505.2% | Added |
| CIBC Bancorp USA Inc. | 574,636 | $43.2M | 0.05% | −4,236−0.7% | Reduced |
| Public Sector Pension Investment Board | 573,947 | $43.1M | 0.11% | +45,516+8.6% | Added |
| Millennium Management LLC | 502,538 | $37.8M | 0.03% | +239,300+90.9% | Added |
| JPMorgan Chase & Co | 485,428 | $36.5M | 0.00% | +8,295+1.7% | Added |
| Copeland Capital Management, LLC | 476,035 | $35.8M | 0.73% | +476,035 | New |
| Federated Hermes, Inc. | 453,615 | $34.1M | 0.05% | +47,398+11.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 430,763 | $32.4M | 0.05% | +277,765+181.5% | Added |
| Loomis Sayles & Co L P | 425,988 | $32.0M | 0.04% | −17,316−3.9% | Reduced |
| Westfield Capital Management Co LP | 402,126 | $30.2M | 0.10% | +402,126 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 397,966 | $29.9M | 0.06% | +137,526+52.8% | Added |
| Pinnbrook Capital Management LP | 391,854 | $29.4M | 4.90% | +217,007+124.1% | Added |
| Westend Capital Management, LLC | 366,972 | $27.6M | 6.31% | −2,563−0.7% | Reduced |
| Hawk Ridge Capital Management LP | 356,550 | $26.8M | 0.86% | +52,750+17.4% | Added |
| Oberweis Asset Management Inc | 355,870 | $26.7M | 0.55% | +355,870 | New |
| Seven Grand Managers, LLC | 350,000 | $26.3M | 1.06% | +100,000+40.0% | Added |
| Duff & Phelps Investment Management Co | 349,051 | $26.2M | 0.25% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 335,688 | $25.2M | 0.18% | +335,688 | New |
| D. E. Shaw & Co., Inc. | 334,810 | $25.2M | 0.02% | +146,621+77.9% | Added |
| Deutsche Bank AG | 321,015 | $24.1M | 0.01% | +212,731+196.5% | Added |
| Royce & Associates LP | 311,031 | $23.4M | 0.19% | −26,000−7.7% | Reduced |
| Renaissance Technologies LLC | 307,122 | $23.1M | 0.03% | −531,500−63.4% | Reduced |
| Ripple Effect Asset Management LP | 300,630 | $22.6M | 13.34% | −157,370−34.4% | Reduced |
| Cushing Asset Management, LP | 300,000 | $22.5M | 1.01% | +300,000 | New |
| Allianz Asset Management GmbH | 263,000 | $19.8M | 0.02% | +230,100+699.4% | Added |
| Standard Life Aberdeen plc | 258,916 | $19.5M | 0.03% | +258,916 | New |
| Jain Global LLC | 256,490 | $19.3M | 0.23% | +242,169+1,691.0% | Added |
| First Trust Advisors LP | 250,052 | $18.8M | 0.01% | +54,293+27.7% | Added |
| Arvin Capital Management LP | 246,609 | $18.5M | 3.47% | +246,609 | New |
| Balyasny Asset Management LLC | 244,965 | $18.4M | 0.03% | +244,965 | New |
| Chickasaw Capital Management LLC | 243,000 | $18.3M | 0.66% | +243,000 | New |
| Legal & General Group Plc | 237,450 | $17.8M | 0.00% | +35,334+17.5% | Added |
| Neuberger Berman Group LLC | 229,198 | $17.2M | 0.01% | +224,827+5,143.6% | Added |
| Rhumbline Advisers | 227,157 | $17.1M | 0.01% | +9,918+4.6% | Added |
| WCM Investment Management, LLC | 225,048 | $16.8M | 0.03% | +225,048 | New |
| Victory Capital Management Inc | 220,136 | $16.5M | 0.01% | +5,787+2.7% | Added |
| Freestone Grove Partners LP | 209,519 | $15.7M | 0.10% | +17,048+8.9% | Added |
| Marshall Wace, LLP | 207,204 | $15.6M | 0.01% | −35,625−14.7% | Reduced |
| Ghisallo Capital Management LLC | 200,000 | $15.0M | 0.29% | −300,000−60.0% | Reduced |
| Swiss National Bank | 194,400 | $14.6M | 0.01% | +24,900+14.7% | Added |
| Yaupon Capital Management LP | 190,000 | $14.3M | 0.48% | +190,000 | New |
| Alyeska Investment Group, L.P. | 180,649 | $13.6M | 0.03% | −33,291−15.6% | Reduced |
| Brookfield Asset Management Inc. | 179,835 | $13.5M | 0.02% | −98,302−35.3% | Reduced |
| Aventail Capital Group, LP | 171,727 | $12.9M | 0.74% | −81,994−32.3% | Reduced |
| LGT Group Foundation | 170,479 | $12.8M | 0.14% | +170,479 | New |
| UBS Asset Management Americas Inc | 163,851 | $12.3M | 0.00% | −16,278−9.0% | Reduced |
| Fifth Third Bancorp | 154,889 | $11.6M | 0.02% | +132,626+595.7% | Added |
| SEI Investments Co | 151,353 | $11.4M | 0.01% | +110,593+271.3% | Added |
| Wells Fargo & Company | 131,086 | $9.85M | 0.00% | +67,829+107.2% | Added |
| Baker Ellis Asset Management LLC | 128,558 | $9.66M | 1.00% | −499−0.4% | Reduced |
| Pier Capital, LLC | 126,138 | $9.48M | 1.26% | −2,056−1.6% | Reduced |
| HWG Holdings LP | 125,216 | $9.41M | 2.13% | −53,453−29.9% | Reduced |
| Russell Investments Group, Ltd. | 123,568 | $9.28M | 0.01% | −67,580−35.4% | Reduced |
| HITE Hedge Asset Management LLC | 123,154 | $9.25M | 0.51% | +123,154 | New |
| Empowered Funds, LLC | 120,719 | $9.07M | 0.05% | +120,719 | New |
| FORA Capital, LLC | 113,715 | $8.54M | 0.59% | +77,218+211.6% | Added |
| California State Teachers Retirement System | 112,352 | $8.44M | 0.01% | +11,956+11.9% | Added |
| Norges Bank | 109,900 | $8.26M | 0.00% | +109,900 | New |
| Raymond James Financial Inc | 109,121 | $8.20M | 0.00% | +897+0.8% | Added |
| Longaeva Partners L.P. | 104,305 | $7.84M | 0.23% | +104,305 | New |
| Prudential Financial Inc | 101,685 | $7.64M | 0.01% | +16,675+19.6% | Added |