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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 409 | $7.88B |
| Q1 2026 | 329 | $5.23B |
| Q4 2025 | 282 | $3.40B |
| Q3 2025 | 253 | $3.49B |
| Q2 2025 | 246 | $2.17B |
| Q1 2025 | 228 | $2.13B |
| Q4 2024 | 211 | $2.01B |
| Q3 2024 | 165 | $936.3M |
| Q2 2024 | 143 | $610.4M |
| Q1 2024 | 123 | $536.3M |
| Q4 2023 | 102 | $388.0M |
| Q3 2023 | 79 | $334.6M |
| Q2 2023 | 53 | $300.8M |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 1,279,636 | $25.7M | 0.01% | +215,570+20.3% | Added |
| Ion Asset Management Ltd. | 2,057,444 | $41.3M | 3.47% | +22,165+1.1% | Added |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −135,371−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −124,055−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −103,150−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,228−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −37,946−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −36,550−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −34,481−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,157−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |