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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 2024

Institutional positions in Kodiak Gas Services, Inc. as of Sep 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
165
+24 vs. Q2 2024
Shares held
32.3M
+11.6M (+55.9%) vs. Q2 2024
Total value
$936.3M
+$372.0M (+65.9%) vs. Q2 2024
New holders
47
61 more added
Sold out
23
35 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 165 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 2024: $936.3M
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 2024

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q2 2024.

Institutions holding KGS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC4,889,804$141.8M0.01%+3,991,630+444.4%Added
Invesco Ltd.2,909,816$84.4M0.02%+625,306+27.4%Added
Zimmer Partners, LP1,779,851$51.6M0.97%+1,348,899+313.0%Added
Vanguard Group Inc1,745,911$50.6M0.00%+226,797+14.9%Added
BlackRock, Inc.1,689,209$49.0M0.00%+1,689,209New
Wellington Management Group LLP1,536,494$44.6M0.01%+1,536,494New
Price T Rowe Associates Inc1,448,133$42.0M0.00%+1,448,133New
Goldman Sachs Group Inc1,152,159$33.4M0.01%−63,447−5.2%Reduced
Citadel Advisors LLC1,112,403$32.3M0.03%+1,112,403New
Tortoise Capital Advisors, L.L.C.912,421$26.5M0.34%−167,816−15.5%Reduced
Two Sigma Investments, LP744,376$21.6M0.05%+350,592+89.0%Added
American Century Companies Inc743,186$21.6M0.01%+167,815+29.2%Added
State Street Corp678,925$19.7M0.00%+54,202+8.7%Added
Two Sigma Advisers, LP605,100$17.5M0.04%+202,400+50.3%Added
Geode Capital Management, LLC547,815$15.9M0.00%+78,811+16.8%Added
Bank of New York Mellon Corp528,537$15.3M0.00%−13,744−2.5%Reduced
D. E. Shaw & Co., Inc.500,000$14.5M0.02%00.0%Unchanged
Renaissance Technologies LLC443,922$12.9M0.02%+93,700+26.8%Added
Morgan Stanley428,525$12.4M0.00%−9,266−2.1%Reduced
Bank of America Corp397,490$11.5M0.00%−96,300−19.5%Reduced
Jacobs Levy Equity Management, Inc347,035$10.1M0.04%−65,668−15.9%Reduced
Hotchkis & Wiley Capital Management LLC335,910$9.74M0.03%+335,910New
Jennison Associates LLC325,044$9.43M0.01%00.0%Unchanged
Eagle Global Advisors LLC300,000$8.70M0.43%+300,000New
Brookfield Asset Management Inc.287,700$8.34M0.05%+287,700New
Ghisallo Capital Management LLC270,000$7.83M0.39%+170,000+170.0%Added
Merewether Investment Management, LP260,000$7.54M0.35%+260,000New
Pier Capital, LLC235,603$6.83M0.96%+68,391+40.9%Added
Northern Trust Corp221,797$6.43M0.00%+62,579+39.3%Added
Millennium Management LLC211,444$6.13M0.01%+131,956+166.0%Added
Charles Schwab Investment Management Inc198,410$5.75M0.00%+29,611+17.5%Added
Russell Investments Group, Ltd.176,785$5.13M0.01%−13,358−7.0%Reduced
Ion Asset Management Ltd.150,081$4.35M0.28%−1,115,724−88.1%Reduced
First Trust Advisors LP141,340$4.10M0.00%+64,015+82.8%Added
Seven Grand Managers, LLC140,000$4.06M0.90%+105,000+300.0%Added
UBS Group AG130,176$3.78M0.00%+86,293+196.6%Added
Royce & Associates LP130,000$3.77M0.03%+130,000New
Alliancebernstein L.P.129,140$3.75M0.00%+106,800+478.1%Added
Ameriprise Financial Inc121,124$3.51M0.00%+44,400+57.9%Added
Baker Ellis Asset Management LLC120,101$3.48M0.49%+120,101New
Monashee Investment Management LLC112,683$3.27M0.35%+112,683New
JPMorgan Chase & Co110,425$3.20M0.00%+39,477+55.6%Added
Victory Capital Management Inc102,557$2.97M0.00%+102,557New
Aventail Capital Group, LP100,000$2.90M0.17%−360,687−78.3%Reduced
Jane Street Group, LLC98,355$2.85M0.00%+29,880+43.6%Added
Federated Hermes, Inc.94,631$2.74M0.01%−121−0.1%Reduced
Kayne Anderson Capital Advisors LP93,483$2.71M0.07%+40,802+77.5%Added
Jump Financial, LLC92,118$2.67M0.05%+43,020+87.6%Added
Engineers Gate Manager LP84,908$2.46M0.05%+4,630+5.8%Added
TSA Wealth Managment LLC84,550$2.45M0.99%+19,974+30.9%Added
HWG Holdings LP80,932$2.35M0.81%+79,470+5,435.7%Added
Mercer Global Advisors Inc76,269$2.23M0.01%+10.0%Added
Boston Partners75,311$2.18M0.00%+9,697+14.8%Added
Yaupon Capital Management LP73,946$2.14M0.14%+73,946New
Deprince Race & Zollo Inc73,138$2.12M0.04%−67,245−47.9%Reduced
HRT Financial LP65,230$1.89M0.01%−1,835−2.7%Reduced
Squarepoint Ops LLC64,706$1.88M0.01%+52,190+417.0%Added
Huber Capital Management LLC62,697$1.82M0.37%+8,301+15.3%Added
Viking Fund Management LLC60,000$1.74M0.28%+60,000New
CIBC Private Wealth Group, LLC59,477$1.72M0.00%+48,849+459.6%Added
Susquehanna International Group, LLP56,562$1.64M0.00%+17,239+43.8%Added
Quantbot Technologies LP54,340$1.58M0.06%+23,947+78.8%Added
Dimensional Fund Advisors LP54,321$1.58M0.00%+54,321New
Walleye Capital LLC51,228$1.49M0.02%−76,365−59.9%Reduced
Swiss National Bank49,400$1.43M0.00%−3,800−7.1%Reduced
Schonfeld Strategic Advisors LLC44,377$1.29M0.01%+32,125+262.2%Added
Thrivent Financial for Lutherans42,953$1.25M0.00%00.0%Unchanged
Franklin Resources Inc39,052$1.24M0.00%+39,052New
Barclays PLC42,350$1.23M0.00%+28,658+209.3%Added
Voloridge Investment Management, LLC42,145$1.22M0.00%−193,961−82.1%Reduced
UBS Asset Management Americas Inc40,606$1.18M0.00%−17,251−29.8%Reduced
Verition Fund Management LLC39,360$1.14M0.01%+17,522+80.2%Added
Pacer Advisors, Inc.38,345$1.11M0.00%−1,599−4.0%Reduced
Nuveen Asset Management, LLC37,372$1.08M0.00%−192,670−83.8%Reduced
Public Employees Retirement System of Ohio36,064$1.05M0.00%00.0%Unchanged
Mutual Advisors, LLC33,846$1.04M0.03%−3,877−10.3%Reduced
Augustine Asset Management Inc34,400$997.6K0.35%00.0%Unchanged
Teachers Retirement System of the State of Kentucky32,749$950.0K0.01%+32,749New
U.S. Capital Wealth Advisors, LLC31,900$925.1K0.03%−1,600−4.8%Reduced
Exchange Traded Concepts, LLC31,880$924.5K0.02%+6,984+28.1%Added
Citigroup Inc29,325$850.4K0.00%−149,723−83.6%Reduced
Sit Investment Associates Inc29,050$842.0K0.02%+13,800+90.5%Added
Nomura Holdings Inc28,776$834.5K0.01%+28,776New
Rhumbline Advisers28,757$834.0K0.00%−1,186−4.0%Reduced
Duff & Phelps Investment Management Co28,000$812.0K0.01%+4,000+16.7%Added
SEI Investments Co26,538$769.6K0.00%+14,857+127.2%Added
Dark Forest Capital Management LP26,305$762.8K0.10%+5,411+25.9%Added
Legal & General Group Plc25,132$728.8K0.00%+158+0.6%Added
California State Teachers Retirement System23,542$682.7K0.00%−2,315−9.0%Reduced
Principal Financial Group Inc21,020$609.6K0.00%+21,020New
Chesapeake Capital Corp20,625$603.1K0.55%+20,625New
Toroso Investments, LLC20,625$598.1K0.01%+20,625New
Tudor Investment Corp Et Al19,699$571.3K0.01%+19,699New
Norges Bank18,763$544.1K0.00%00.0%Unchanged
Kestra Advisory Services, LLC16,686$483.9K0.00%+261+1.6%Added
Wellington Shields Capital Management, LLC16,600$481.4K0.08%+1,300+8.5%Added
Mariner, LLC16,553$480.1K0.00%−654−3.8%Reduced
Deutsche Bank AG14,860$430.9K0.00%−14,575−49.5%Reduced
FORA Capital, LLC14,855$430.8K0.05%+14,855New
Stifel Financial Corp14,648$424.8K0.00%+14,648New