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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, Q4 2023

Institutional positions in Kodiak Gas Services, Inc. as of Dec 31, 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
102
+23 vs. Q3 2023
Shares held
19.3M
+605.6K (+3.2%) vs. Q3 2023
Total value
$388.0M
+$53.3M (+15.9%) vs. Q3 2023
New holders
33
39 more added
Sold out
10
21 more reduced

Compare with Q3 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 holdersQ4 2023: 102 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 heldQ4 2023: $388.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q3 2023.

Institutions holding KGS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Massmutual Trust Co FSB29$5820.00%+29New
GAMMA Investing LLC44$1.03K0.00%+44New
Glassman Wealth Services53$1.06K0.00%+35+194.4%Added
Parkside Financial Bank & Trust124$2.49K0.00%+124New
Lee Financial Co240$4.82K0.00%+240New
First Horizon Advisors, Inc.335$6.73K0.00%+335New
Huntington National Bank416$8.35K0.00%+416New
Sunbelt Securities, Inc.700$14.1K0.00%00.0%Unchanged
CWM, LLC796$16.0K0.00%+796New
Rakuten Investment Management, Inc.820$16.5K0.00%+820New
Metropolitan Life Insurance Co942$18.9K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,000$20.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,500$30.1K0.00%+700+87.5%Added
Ameritas Investment Partners, Inc.1,541$30.9K0.00%00.0%Unchanged
Amalgamated Bank1,643$33.0K0.00%−155−8.6%Reduced
Institutional & Family Asset Management, LLC2,110$42.4K0.01%+2,110New
Citigroup Inc2,252$45.2K0.00%+2,252New
The PNC Financial Services Group, Inc.2,286$45.9K0.00%+2,286New
Deutsche Bank AG2,712$54.5K0.00%+574+26.8%Added
Parallel Advisors, LLC3,000$60.2K0.00%+3,000New
Tower Research Capital LLC (TRC)3,871$77.7K0.00%−4,002−50.8%Reduced
Wells Fargo & Company4,699$94.4K0.00%−1,312−21.8%Reduced
Sandia Investment Management LP5,981$120.1K0.08%−4,019−40.2%Reduced
Wellington Shields & Co., LLC6,000$120.5K0.04%+6,000New
Zurcher Kantonalbank (Zurich Cantonalbank)6,348$127.5K0.00%+6,348New
Royal Bank of Canada7,047$142.0K0.00%+4,508+177.6%Added
American International Group, Inc.7,885$158.3K0.00%+213+2.8%Added
MetLife Investment Management8,535$171.4K0.00%00.0%Unchanged
New York State Common Retirement Fund10,129$203.4K0.00%+6,804+204.6%Added
Quantbot Technologies LP10,195$204.7K0.01%+447+4.6%Added
Janus Henderson Group PLC11,095$222.7K0.00%+11,095New
HSBC Holdings PLC11,933$240.1K0.00%−3,427−22.3%Reduced
Penserra Capital Management LLC12,336$247.0K0.00%+12,336New
Counterpoint Mutual Funds LLC13,992$281.0K0.11%+1,086+8.4%Added
Wellington Shields Capital Management, LLC15,300$307.2K0.04%00.0%Unchanged
Mercer Global Advisors Inc16,180$325.0K0.00%00.0%Unchanged
UBS Asset Management Americas Inc16,628$333.9K0.00%+16,628New
Legal & General Group Plc16,763$336.6K0.00%−46,263−73.4%Reduced
Brasada Capital Management, LP20,000$401.6K0.08%+20,000New
D. E. Shaw & Co., Inc.20,439$410.4K0.00%+20,439New
Exchange Traded Concepts, LLC21,436$430.4K0.01%+2,396+12.6%Added
Tortoise Index Solutions, LLC21,488$431.5K0.08%+2,448+12.9%Added
PDT Partners, LLC22,339$448.6K0.05%+22,339New
Jane Street Group, LLC22,664$455.1K0.00%+2,568+12.8%Added
California State Teachers Retirement System23,225$466.4K0.00%+19,833+584.7%Added
UBS Group AG23,493$471.7K0.00%+23,493New
Duff & Phelps Investment Management Co24,000$481.9K0.01%+4,500+23.1%Added
Quadrature Capital Ltd26,736$536.7K0.01%+6,198+30.2%Added
Mutual Advisors, LLC28,231$566.9K0.02%+28,231New
Gsa Capital Partners LLP29,119$585.0K0.05%+29,119New
FMR LLC29,700$596.4K0.00%+29,680+148,400.0%Added
Occudo Quantitative Strategies LP30,981$622.1K0.08%+30,981New
TSA Wealth Managment LLC31,076$624.0K0.29%+31,076New
Marshall Wace, LLP36,180$726.5K0.00%−293,607−89.0%Reduced
Pacer Advisors, Inc.39,410$791.4K0.00%−2,860−6.8%Reduced
Credit Suisse AG43,228$868.0K0.00%+43,228New
Blackstone Group Inc.44,176$887.1K0.00%−111,824−71.7%Reduced
Swiss National Bank45,800$919.7K0.00%+45,800New
Citadel Advisors LLC46,265$929.0K0.00%−558,700−92.4%Reduced
Rhumbline Advisers48,333$970.5K0.00%+2,141+4.6%Added
Atom Investors LP51,734$1.04M0.18%+51,734New
Jump Financial, LLC56,100$1.13M0.04%−13,924−19.9%Reduced
Barclays PLC60,000$1.20M0.00%+57,058+1,939.4%Added
JPMorgan Chase & Co60,599$1.22M0.00%+44,680+280.7%Added
Seven Grand Managers, LLC67,896$1.36M1.30%−107,434−61.3%Reduced
Voloridge Investment Management, LLC73,158$1.47M0.01%+73,158New
Walleye Capital LLC88,862$1.78M0.03%−99,814−52.9%Reduced
Squarepoint Ops LLC100,000$2.01M0.01%00.0%Unchanged
Boston Partners100,767$2.02M0.00%+8,769+9.5%Added
Charles Schwab Investment Management Inc127,098$2.55M0.00%+3,220+2.6%Added
American Century Companies Inc142,045$2.85M0.00%+142,045New
Bank of America Corp145,881$2.93M0.00%+88,953+156.3%Added
Northern Trust Corp150,068$3.01M0.00%+21,437+16.7%Added
Kayne Anderson Capital Advisors LP170,100$3.42M0.11%+170,100New
Norges Bank190,092$3.82M0.00%+41,300+27.8%Added
CIBC Private Wealth Group, LLC204,012$4.10M0.01%−3,146−1.5%Reduced
Brookfield Asset Management Inc.231,538$4.65M0.03%+231,538New
Nuveen Asset Management, LLC237,819$4.78M0.00%+131,965+124.7%Added
Alyeska Investment Group, L.P.243,841$4.90M0.03%−101,171−29.3%Reduced
Capstone Investment Advisors, LLC250,000$5.02M0.09%00.0%Unchanged
Ghisallo Capital Management LLC300,000$6.02M0.62%−300,000−50.0%Reduced
Millennium Management LLC303,078$6.09M0.01%+303,078New
State Street Corp305,045$6.13M0.00%+151,000+98.0%Added
Deprince Race & Zollo Inc305,495$6.13M0.14%+108,290+54.9%Added
Two Sigma Advisers, LP313,500$6.30M0.01%+17,300+5.8%Added
Geode Capital Management, LLC326,886$6.56M0.00%+20,763+6.8%Added
Renaissance Technologies LLC366,500$7.36M0.01%+226,700+162.2%Added
Two Sigma Investments, LP385,556$7.74M0.02%−1,676−0.4%Reduced
Russell Investments Group, Ltd.452,710$9.09M0.02%+147,455+48.3%Added
Morgan Stanley481,734$9.67M0.00%+419,011+668.0%Added
Tortoise Capital Advisors, L.L.C.512,790$10.3M0.16%+287,790+127.9%Added
Bank of New York Mellon Corp533,082$10.7M0.00%+489,395+1,120.2%Added
Aventail Capital Group, LP610,927$12.3M1.04%−299,677−32.9%Reduced
Zimmer Partners, LP615,152$12.4M0.45%−275,806−31.0%Reduced
HITE Hedge Asset Management LLC985,503$19.8M2.08%−307,082−23.8%Reduced
Goldentree Asset Management LP1,018,305$20.4M2.12%−202,450−16.6%Reduced
Encompass Capital Advisors LLC1,067,068$21.4M1.25%+4,820+0.5%Added
Vanguard Group Inc1,117,752$22.4M0.00%+149,953+15.5%Added
BlackRock Inc.1,164,817$23.4M0.00%+91,759+8.6%Added
Invesco Ltd.1,180,941$23.7M0.01%+171,391+17.0%Added