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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, Q3 2023

Institutional positions in Kodiak Gas Services, Inc. as of Sep 30, 2023. 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
79
+26 vs. Q2 2023
Shares held
18.7M
+188.1K (+1.0%) vs. Q2 2023
Total value
$334.6M
+$33.8M (+11.2%) vs. Q2 2023
New holders
45
13 more added
Sold out
19
16 more reduced

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 79 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 53 institutionsQ3 2023: 79 institutionsQ4 2023: 102 institutionsQ1 2024: 123 institutionsQ2 2024: 143 institutionsQ3 2024: 165 institutionsQ4 2024: 211 institutionsQ1 2025: 228 institutionsQ2 2025: 246 institutionsQ3 2025: 253 institutionsQ4 2025: 282 institutionsQ1 2026: 329 institutionsQ2 2026: 409 institutions
Value heldQ3 2023: $334.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $300.8MQ3 2023: $334.6MQ4 2023: $388.0MQ1 2024: $536.3MQ2 2024: $610.4MQ3 2024: $936.3MQ4 2024: $2.01BQ1 2025: $2.13BQ2 2025: $2.17BQ3 2025: $3.49BQ4 2025: $3.40BQ1 2026: $5.23BQ2 2026: $7.88B
Institutions holding KGS and their total value by quarter
QuarterHoldersValue
Q2 2026409$7.88B
Q1 2026329$5.23B
Q4 2025282$3.40B
Q3 2025253$3.49B
Q2 2025246$2.17B
Q1 2025228$2.13B
Q4 2024211$2.01B
Q3 2024165$936.3M
Q2 2024143$610.4M
Q1 2024123$536.3M
Q4 2023102$388.0M
Q3 202379$334.6M
Q2 202353$300.8M
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q2 2023.

Institutions holding KGS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ion Asset Management Ltd.2,035,279$36.4M3.80%+435,279+27.2%Added
HITE Hedge Asset Management LLC1,292,585$23.1M2.48%+192,585+17.5%Added
Goldentree Asset Management LP1,220,755$21.8M2.30%−159,245−11.5%Reduced
BlackRock Inc.1,073,058$19.2M0.00%+1,073,058New
Goldman Sachs Group Inc1,064,066$19.0M0.00%−66,400−5.9%Reduced
Encompass Capital Advisors LLC1,062,248$19.0M1.18%−37,752−3.4%Reduced
Invesco Ltd.1,009,550$18.1M0.00%+9,550+1.0%Added
Vanguard Group Inc967,799$17.3M0.00%+807,799+504.9%Added
Aventail Capital Group, LP910,604$16.3M1.13%+242,417+36.3%Added
Zimmer Partners, LP890,958$15.9M0.42%−409,042−31.5%Reduced
Citadel Advisors LLC604,965$10.8M0.01%−854,790−58.6%Reduced
Ghisallo Capital Management LLC600,000$10.7M1.10%00.0%Unchanged
Teacher Retirement System of Texas440,000$7.87M0.05%−60,000−12.0%Reduced
Two Sigma Investments, LP387,232$6.92M0.02%+355,232+1,110.1%Added
Alyeska Investment Group, L.P.345,012$6.17M0.04%+195,012+130.0%Added
Marshall Wace, LLP329,787$5.90M0.01%−33,424−9.2%Reduced
Geode Capital Management, LLC306,123$5.47M0.00%+306,123New
Russell Investments Group, Ltd.305,255$5.46M0.01%+124,980+69.3%Added
Two Sigma Advisers, LP296,200$5.30M0.01%+296,200New
Capstone Investment Advisors, LLC250,000$4.47M0.12%−10,000−3.8%Reduced
Tortoise Capital Advisors, L.L.C.225,000$4.02M0.06%00.0%Unchanged
CIBC Private Wealth Group, LLC207,158$3.70M0.01%−209,176−50.2%Reduced
Deprince Race & Zollo Inc197,205$3.53M0.09%−10,003−4.8%Reduced
Walleye Capital LLC188,676$3.37M0.05%+188,676New
Seven Grand Managers, LLC175,330$3.13M4.20%−99,670−36.2%Reduced
Blackstone Group Inc.156,000$2.79M0.01%+72,000+85.7%Added
State Street Corp154,045$2.75M0.00%+154,045New
Norges Bank148,792$2.66M0.00%−87,514−37.0%Reduced
Renaissance Technologies LLC139,800$2.50M0.00%+139,800New
Balyasny Asset Management LLC135,371$2.42M0.01%−253,895−65.2%Reduced
Northern Trust Corp128,631$2.30M0.00%+128,631New
Monashee Investment Management LLC124,055$2.22M0.93%+85,655+223.1%Added
Charles Schwab Investment Management Inc123,878$2.21M0.00%+123,878New
Nuveen Asset Management, LLC105,854$1.89M0.00%+105,854New
Tudor Investment Corp Et Al103,150$1.84M0.03%−271,850−72.5%Reduced
Squarepoint Ops LLC100,000$1.79M0.01%00.0%Unchanged
Boston Partners91,998$1.64M0.00%+31,385+51.8%Added
Jump Financial, LLC70,024$1.25M0.05%+70,024New
Legal & General Group Plc63,026$1.13M0.00%+63,026New
Morgan Stanley62,723$1.12M0.00%+62,723New
Cubist Systematic Strategies, LLC61,228$1.09M0.01%+61,228New
Bank of America Corp56,928$1.02M0.00%+56,928New
Rhumbline Advisers46,192$825.9K0.00%+46,192New
Bank of New York Mellon Corp43,687$781.1K0.00%+43,687New
Pacer Advisors, Inc.42,270$755.8K0.00%+42,270New
Stifel Financial Corp37,946$678.5K0.00%+37,946New
Maven Securities LTD36,550$653.5K0.07%−98,722−73.0%Reduced
Point72 Middle East FZE34,481$616.5K0.04%+21,210+159.8%Added
Quadrature Capital Ltd20,538$367.0K0.01%+20,538New
Jane Street Group, LLC20,096$359.3K0.00%−316,840−94.0%Reduced
Duff & Phelps Investment Management Co19,500$348.7K0.00%+19,500New
Exchange Traded Concepts, LLC19,040$340.4K0.01%+19,040New
Tortoise Index Solutions, LLC19,040$340.4K0.07%+19,040New
Mercer Global Advisors Inc16,180$289.0K0.00%+16,180New
XTX Topco Ltd16,157$288.9K0.05%+16,157New
JPMorgan Chase & Co15,919$284.6K0.00%+15,919New
HSBC Holdings PLC15,360$277.4K0.00%+15,360New
Wellington Shields Capital Management, LLC15,300$273.6K0.04%+15,300New
Counterpoint Mutual Funds LLC12,906$230.8K0.19%+12,906New
Sandia Investment Management LP10,000$178.8K0.05%00.0%Unchanged
Quantbot Technologies LP9,748$174.3K0.01%+9,748New
MetLife Investment Management8,535$152.6K0.00%+8,535New
Tower Research Capital LLC (TRC)7,873$140.8K0.00%+7,863+78,630.0%Added
American International Group, Inc.7,672$137.2K0.00%+7,672New
Wells Fargo & Company6,011$107.5K0.00%+6,011New
California State Teachers Retirement System3,392$60.6K0.00%+3,392New
New York State Common Retirement Fund3,325$59.5K0.00%+3,325New
STRS Ohio3,200$57.0K0.00%+3,200New
Barclays PLC2,942$52.6K0.00%+2,942New
Royal Bank of Canada2,539$45.0K0.00%+2,539New
Deutsche Bank AG2,138$38.2K0.00%+2,138New
Amalgamated Bank1,798$32.0K0.00%+1,798New
Ameritas Investment Partners, Inc.1,541$27.6K0.00%+1,541New
Federation des caisses Desjardins du Quebec1,000$17.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co942$16.8K0.00%+942New
Advisor Group Holdings, Inc.800$14.3K0.00%+800New
Sunbelt Securities, Inc.700$12.5K0.00%+700New
FMR LLC20$3580.00%+20New
Glassman Wealth Services18$3220.00%+18New
Millennium Management LLC0$00.00%−657,170−100.0%Sold out
Eagle Global Advisors LLC0$00.00%−430,000−100.0%Sold out
HBK Investments L P0$00.00%−239,236−100.0%Sold out
Element Capital Management LLC0$00.00%−225,000−100.0%Sold out
Empyrean Capital Partners, LP0$00.00%−200,000−100.0%Sold out
Rokos Capital Management LLP0$00.00%−175,000−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−100,000−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−92,238−100.0%Sold out
Wellington Management Group LLP0$00.00%−91,853−100.0%Sold out
GeoSphere Capital Management, LLC0$00.00%−87,927−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−80,652−100.0%Sold out
Yaupon Capital Management LP0$00.00%−75,000−100.0%Sold out
Laurion Capital Management LP0$00.00%−50,000−100.0%Sold out
Greenland Capital Management LP0$00.00%−42,134−100.0%Sold out
Woodline Partners LP0$00.00%−35,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−30,000−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−12,600−100.0%Sold out
Levin Capital Strategies, L.P.0$00.00%−10,000−100.0%Sold out
Gillson Capital LP0$00.00%−6,265−100.0%Sold out