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, Q1 2024
Institutional positions in Kodiak Gas Services, Inc. as of Mar 31, 2024. 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
- 123
- +21 vs. Q4 2023
- Shares held
- 19.6M
- +295.8K (+1.5%) vs. Q4 2023
- Total value
- $536.3M
- +$148.4M (+38.2%) vs. Q4 2023
- New holders
- 32
- 34 more added
- Sold out
- 11
- 42 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 331,129 | $9.05M | 0.00% | −150,605−31.3% | Reduced |
| Geode Capital Management, LLC | 346,125 | $9.46M | 0.00% | +19,239+5.9% | Added |
| Renaissance Technologies LLC | 351,600 | $9.61M | 0.02% | −14,900−4.1% | Reduced |
| American Century Companies Inc | 352,541 | $9.64M | 0.01% | +210,496+148.2% | Added |
| Stephens Inc | 370,325 | $10.1M | 0.16% | +370,325 | New |
| Point72 Asset Management, L.P. | 375,800 | $10.3M | 0.03% | +375,800 | New |
| Two Sigma Advisers, LP | 404,400 | $11.1M | 0.03% | +90,900+29.0% | Added |
| Jacobs Levy Equity Management, Inc | 422,227 | $11.5M | 0.05% | +422,227 | New |
| FMR LLC | 430,597 | $11.8M | 0.00% | +400,897+1,349.8% | Added |
| HITE Hedge Asset Management LLC | 446,514 | $12.2M | 1.22% | −538,989−54.7% | Reduced |
| Two Sigma Investments, LP | 478,251 | $13.1M | 0.03% | +92,695+24.0% | Added |
| Encompass Capital Advisors LLC | 515,874 | $14.1M | 0.77% | −551,194−51.7% | Reduced |
| State Street Corp | 521,780 | $14.3M | 0.00% | +216,735+71.1% | Added |
| Bank of New York Mellon Corp | 534,641 | $14.6M | 0.00% | +1,559+0.3% | Added |
| Zimmer Partners, LP | 557,652 | $15.2M | 0.33% | −57,500−9.3% | Reduced |
| Blackstone Group Inc. | 644,231 | $17.6M | 0.08% | +600,055+1,358.3% | Added |
| Goldman Sachs Group Inc | 738,500 | $20.2M | 0.00% | −541,136−42.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,015,408 | $27.8M | 0.04% | +994,969+4,868.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,087,530 | $29.7M | 0.42% | +574,740+112.1% | Added |
| Vanguard Group Inc | 1,108,792 | $30.3M | 0.00% | −8,960−0.8% | Reduced |
| Invesco Ltd. | 1,301,554 | $35.6M | 0.01% | +120,613+10.2% | Added |
| BlackRock Inc. | 1,410,596 | $38.6M | 0.00% | +245,779+21.1% | Added |
| Ion Asset Management Ltd. | 1,530,935 | $41.9M | 3.06% | −526,509−25.6% | Reduced |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −1,018,305−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −243,841−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −231,538−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −51,734−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,180−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −12,336−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,933−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |