Kodiak Gas Services, Inc.

KGS

Exchange: NYSE
Industry: Natural Gas Transmission
SEC CIK: 0001767042

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Kodiak Gas Services, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of KGS: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	143	2	165	+24
Shares	22.4M	1.69M	32.3M	+11.6M (+55.9%)
Value	$610.4M	$46.1M	$936.3M	+$372.0M (+65.9%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Kodiak Gas Services, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to KGS in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	1,689,209	$49.0M	0.00%
Wellington Management Group LLP	1,536,494	$44.6M	0.01%
Price T Rowe Associates Inc	1,448,133	$42.0M	0.00%
Citadel Advisors LLC	1,112,403	$32.3M	0.03%
Hotchkis & Wiley Capital Management LLC	335,910	$9.74M	0.03%
Eagle Global Advisors LLC	300,000	$8.70M	0.43%
Brookfield Asset Management Inc.	287,700	$8.34M	0.05%
Merewether Investment Management, LP	260,000	$7.54M	0.35%
Royce & Associates LP	130,000	$3.77M	0.03%
Baker Ellis Asset Management LLC	120,101	$3.48M	0.49%
Monashee Investment Management LLC	112,683	$3.27M	0.35%
Victory Capital Management Inc	102,557	$2.97M	0.00%
Yaupon Capital Management LP	73,946	$2.14M	0.14%
Viking Fund Management LLC	60,000	$1.74M	0.28%
Dimensional Fund Advisors LP	54,321	$1.58M	0.00%
Franklin Resources Inc	39,052	$1.24M	0.00%
Teachers Retirement System of the State of Kentucky	32,749	$950.0K	0.01%
Nomura Holdings Inc	28,776	$834.5K	0.01%
Principal Financial Group Inc	21,020	$609.6K	0.00%
Chesapeake Capital Corp	20,625	$603.1K	0.55%
Toroso Investments, LLC	20,625	$598.1K	0.01%
Tudor Investment Corp Et Al	19,699	$571.3K	0.01%
FORA Capital, LLC	14,855	$430.8K	0.05%
Stifel Financial Corp	14,648	$424.8K	0.00%
Kestra Private Wealth Services, LLC	11,816	$342.7K	0.01%
United Advisor Group, LLC	11,762	$341.1K	0.08%
ExodusPoint Capital Management, LP	11,163	$324.0K	0.00%
State of Wisconsin Investment Board	8,696	$252.2K	0.00%
Quadrature Capital Ltd	8,353	$242.2K	0.01%
Sandia Investment Management LP	7,500	$217.5K	0.35%
AQR Capital Management LLC	7,308	$211.9K	0.00%
Great Lakes Advisors, LLC	6,958	$201.8K	0.00%
SG Americas Securities, LLC	4,317	$125.0K	0.00%
Acadian Asset Management LLC	3,471	$100.0K	0.00%
Simplex Trading, LLC	2,274	$65.0K	0.00%
Montag A & Associates Inc	1,202	$34.9K	0.00%
Steward Partners Investment Advisory, LLC	904	$26.2K	0.00%
Federation des caisses Desjardins du Quebec	430	$12.5K	0.00%
Group One Trading, L.P.	382	$11.1K	0.00%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	330	$9.57K	0.00%
Capital Performance Advisors LLP	93	$2.70K	0.00%
Comerica Bank	89	$2.58K	0.00%
Sterling Capital Management LLC	53	$1.54K	0.00%
Hexagon Capital Partners LLC	40	$1.16K	0.00%
Lazard Asset Management LLC	55	$1.00K	0.00%
Smartleaf Asset Management LLC	14	$409	0.00%
Signaturefd, LLC	14	$406	0.00%

Sold out (23)

Institutions that held Kodiak Gas Services, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of KGS in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
HITE Hedge Asset Management LLC	780,600	$21.3M
Encompass Capital Advisors LLC	374,862	$10.2M
Blackstone Group Inc.	331,028	$9.02M
Stephens Inc	309,309	$8.43M
Aip, LLC	121,263	$3.26M
Marshall Wace, LLP	57,485	$1.57M
Canada Pension Plan Investment Board	51,100	$1.39M
Gsa Capital Partners LLP	41,917	$1.14M
Boothbay Fund Management, LLC	38,600	$1.05M
Sourcerock Group LLC	38,600	$1.05M
ClearAlpha Technologies LP	22,155	$603.9K
STRS Ohio	20,500	$558.8K
BTG Pactual Asset Management US LLC	16,000	$436.2K
CenterBook Partners LP	11,533	$314.4K
Man Group plc	10,414	$283.9K
Counterpoint Mutual Funds LLC	8,164	$222.6K
HSBC Holdings PLC	7,644	$208.1K
Guggenheim Capital LLC	7,553	$205.9K
Voya Investment Management LLC	7,362	$200.7K
State of Wyoming	4,661	$127.1K
nVerses Capital, LLC	2,100	$57.2K
Eagle Bay Advisors LLC	149	$4.06K
Ancora Advisors, LLC	31	$845

Not filed for Q3 2024 yet (2)

Institutions that held Kodiak Gas Services, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	1,686,832	$46.0M
Institutional & Family Asset Management, LLC	5,191	$141.5K