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 2024
Institutional positions in Kodiak Gas Services, Inc. as of Jun 30, 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
- 143
- +22 vs. Q1 2024
- Shares held
- 22.4M
- +2.84M (+14.5%) vs. Q1 2024
- Total value
- $610.4M
- +$75.7M (+14.2%) vs. Q1 2024
- New holders
- 38
- 55 more added
- Sold out
- 16
- 33 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 70,948 | $1.93M | 0.00% | −60,756−46.1% | Reduced |
| Mercer Global Advisors Inc | 76,268 | $2.08M | 0.01% | +49,962+189.9% | Added |
| Ameriprise Financial Inc | 76,724 | $2.09M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 77,325 | $2.11M | 0.00% | +59,575+335.6% | Added |
| Millennium Management LLC | 79,488 | $2.17M | 0.00% | +31,003+63.9% | Added |
| Engineers Gate Manager LP | 80,278 | $2.19M | 0.05% | +10,925+15.8% | Added |
| Federated Hermes, Inc. | 94,752 | $2.58M | 0.01% | +16,085+20.4% | Added |
| Ghisallo Capital Management LLC | 100,000 | $2.73M | 0.23% | −100,000−50.0% | Reduced |
| Aip, LLC | 121,263 | $3.26M | 0.32% | +121,263 | New |
| Walleye Capital LLC | 127,593 | $3.48M | 0.04% | +99,322+351.3% | Added |
| Deprince Race & Zollo Inc | 140,383 | $3.83M | 0.09% | −41,784−22.9% | Reduced |
| Northern Trust Corp | 159,218 | $4.34M | 0.00% | +11,814+8.0% | Added |
| Pier Capital, LLC | 167,212 | $4.56M | 0.68% | +167,212 | New |
| Charles Schwab Investment Management Inc | 168,799 | $4.60M | 0.00% | +40,446+31.5% | Added |
| Citigroup Inc | 179,048 | $4.88M | 0.00% | +174,835+4,149.9% | Added |
| Russell Investments Group, Ltd. | 190,143 | $5.18M | 0.01% | −112,148−37.1% | Reduced |
| Nuveen Asset Management, LLC | 230,042 | $6.27M | 0.00% | +138,244+150.6% | Added |
| Voloridge Investment Management, LLC | 236,106 | $6.44M | 0.02% | +78,802+50.1% | Added |
| Stephens Inc | 309,309 | $8.43M | 0.13% | −61,016−16.5% | Reduced |
| Jennison Associates LLC | 325,044 | $8.86M | 0.01% | +135,433+71.4% | Added |
| Blackstone Group Inc. | 331,028 | $9.02M | 0.04% | −313,203−48.6% | Reduced |
| Renaissance Technologies LLC | 350,222 | $9.55M | 0.02% | −1,378−0.4% | Reduced |
| Encompass Capital Advisors LLC | 374,862 | $10.2M | 0.55% | −141,012−27.3% | Reduced |
| Two Sigma Investments, LP | 393,784 | $10.7M | 0.03% | −84,467−17.7% | Reduced |
| Two Sigma Advisers, LP | 402,700 | $11.0M | 0.02% | −1,700−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 412,703 | $11.3M | 0.05% | −9,524−2.3% | Reduced |
| Zimmer Partners, LP | 430,952 | $11.7M | 0.22% | −126,700−22.7% | Reduced |
| Morgan Stanley | 437,791 | $11.9M | 0.00% | +106,662+32.2% | Added |
| Aventail Capital Group, LP | 460,687 | $12.6M | 0.88% | +252,533+121.3% | Added |
| Geode Capital Management, LLC | 469,004 | $12.8M | 0.00% | +122,879+35.5% | Added |
| Bank of America Corp | 493,790 | $13.5M | 0.00% | +278,824+129.7% | Added |
| D. E. Shaw & Co., Inc. | 500,000 | $13.6M | 0.02% | −515,408−50.8% | Reduced |
| Bank of New York Mellon Corp | 542,281 | $14.8M | 0.00% | +7,640+1.4% | Added |
| American Century Companies Inc | 575,371 | $15.7M | 0.01% | +222,830+63.2% | Added |
| State Street Corp | 624,723 | $17.0M | 0.00% | +102,943+19.7% | Added |
| HITE Hedge Asset Management LLC | 780,600 | $21.3M | 2.08% | +334,086+74.8% | Added |
| FMR LLC | 898,174 | $24.5M | 0.00% | +467,577+108.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,080,237 | $29.4M | 0.39% | −7,293−0.7% | Reduced |
| Goldman Sachs Group Inc | 1,215,606 | $33.1M | 0.01% | +477,106+64.6% | Added |
| Ion Asset Management Ltd. | 1,265,805 | $34.5M | 2.30% | −265,130−17.3% | Reduced |
| Vanguard Group Inc | 1,519,114 | $41.4M | 0.00% | +410,322+37.0% | Added |
| BlackRock Inc. | 1,686,832 | $46.0M | 0.00% | +276,236+19.6% | Added |
| Invesco Ltd. | 2,284,510 | $62.3M | 0.01% | +982,956+75.5% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −375,800−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −271,400−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −131,110−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −89,097−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −52,700−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −27,642−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,230−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,995−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −8,248−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −7,818−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,491−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Tortoise Index Solutions, LLC | – | – | – | – | Not filed |