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.

Q4 2024 vs. Q3 2024

How the institutions holding Kodiak Gas Services, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of KGS: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	165	1	211	+47
Shares	32.3M	820	49.2M	+16.9M (+52.4%)
Value	$936.3M	$24.0K	$2.01B	+$1.07B (+114.5%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Kodiak Gas Services, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to KGS in Q4 2024
Institution	Shares	Value	% of portfolio
Macquarie Group Ltd	1,625,633	$66.4M	0.08%
Encompass Capital Advisors LLC	1,619,458	$66.1M	2.83%
Valiant Capital Management, L.P.	515,476	$21.0M	2.82%
Blackstone Group Inc.	495,468	$20.2M	0.10%
Orvieto Partners, L.P.	335,181	$13.7M	11.54%
Burkehill Global Management, LP	300,000	$12.2M	1.16%
Pamalican Asset Management Ltd	300,000	$12.2M	5.41%
Point72 Asset Management, L.P.	221,391	$9.04M	0.02%
Sourcerock Group LLC	182,500	$7.45M	0.53%
Jefferies Financial Group Inc.	138,560	$5.66M	0.06%
EAM Investors, LLC	122,476	$5.00M	0.71%
EAM Global Investors LLC	105,487	$4.31M	0.77%
GeoSphere Capital Management, LLC	100,000	$4.08M	4.10%
Hiddenite Capital Partners LP	100,000	$4.08M	2.81%
Covalis Capital LLP	75,000	$3.06M	0.45%
Balyasny Asset Management LLC	71,584	$2.92M	0.01%
Aurora Investment Counsel	68,815	$2.81M	1.54%
Boothbay Fund Management, LLC	45,179	$1.84M	0.06%
Jain Global LLC	37,393	$1.53M	0.05%
Credit Agricole S A	32,777	$1.34M	0.00%
Sheets Smith Investment Management	32,471	$1.33M	1.12%
BNP Paribas Arbitrage, SA	29,204	$1.19M	0.00%
Entropy Technologies, LP	24,436	$997.7K	0.10%
Bryce Point Capital, LLC	23,255	$949.5K	0.28%
Cubist Systematic Strategies, LLC	23,230	$948.5K	0.02%
Gsa Capital Partners LLP	21,367	$872.0K	0.06%
Voleon Capital Management LP	21,212	$866.1K	0.06%
Fox Run Management, L.L.C.	19,665	$802.9K	0.15%
Capital Fund Management S.A.	18,474	$754.3K	0.01%
Cresset Asset Management, LLC	16,986	$693.5K	0.00%
Ramirez Asset Management, Inc.	15,925	$650.2K	0.13%
Creative Planning	15,615	$637.6K	0.00%
Sheets Smith Wealth Management	13,790	$563.0K	0.07%
Intech Investment Management LLC	12,201	$498.2K	0.00%
Quest Partners LLC	11,821	$482.7K	0.06%
Prelude Capital Management, LLC	11,488	$469.1K	0.04%
HSBC Holdings PLC	11,045	$453.9K	0.00%
ProShare Advisors LLC	9,169	$374.4K	0.00%
Bailard, Inc.	8,900	$363.4K	0.01%
Voya Investment Management LLC	7,355	$300.3K	0.00%
Equitable Holdings, Inc.	7,317	$298.8K	0.00%
Ethic Inc.	7,079	$289.0K	0.01%
Raymond James Financial Inc	6,760	$276.0K	0.00%
Profund Advisors LLC	6,558	$267.8K	0.01%
Police & Firemen's Retirement System of New Jersey	6,488	$264.9K	0.00%
Guggenheim Capital LLC	6,268	$255.9K	0.00%
Kovitz Investment Group Partners, LLC	5,991	$244.6K	0.00%
Pathstone Holdings, LLC	5,974	$243.9K	0.00%
Aster Capital Management (DIFC) Ltd	5,719	$233.5K	0.09%
Kestra Investment Management, LLC	5,716	$233.4K	0.01%
KLP Kapitalforvaltning AS	5,700	$232.7K	0.00%
Pictet Asset Management Holding SA	5,700	$232.7K	0.00%
Virtu Financial LLC	5,432	$222.0K	0.01%
Ellevest, Inc.	5,236	$213.8K	0.01%
Van Hulzen Asset Management, LLC	5,000	$204.2K	0.01%
Mendota Financial Group, LLC	2,998	$122.4K	0.08%
State of Wyoming	1,407	$57.4K	0.01%
Transcendent Capital Group LLC	1,200	$49.0K	0.03%
Versant Capital Management, Inc	62	$2.53K	0.00%
Jones Financial Companies LLLP	36	$1.47K	0.00%
Private Wealth Management Group, LLC	36	$1.47K	0.00%
US Bancorp	11	$449	0.00%
Allworth Financial LP	8	$391	0.00%
EverSource Wealth Advisors, LLC	7	$286	0.00%
IFP Advisors, Inc	0	$204	0.00%

Sold out (18)

Institutions that held Kodiak Gas Services, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of KGS in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Brookfield Asset Management Inc.	287,700	$8.34M
Ion Asset Management Ltd.	150,081	$4.35M
Jane Street Group, LLC	98,355	$2.85M
Boston Partners	75,311	$2.18M
Yaupon Capital Management LP	73,946	$2.14M
HRT Financial LP	65,230	$1.89M
Squarepoint Ops LLC	64,706	$1.88M
Nomura Holdings Inc	28,776	$834.5K
ExodusPoint Capital Management, LP	11,163	$324.0K
Eight 31 Financial LLC	9,175	$266.1K
State of Wisconsin Investment Board	8,696	$252.2K
Quadrature Capital Ltd	8,353	$242.2K
Kepos Capital LP	3,494	$101.0K
Acadian Asset Management LLC	3,471	$100.0K
Simplex Trading, LLC	2,274	$65.0K
Group One Trading, L.P.	382	$11.1K
Capital Performance Advisors LLP	93	$2.70K
Lazard Asset Management LLC	55	$1.00K

Not filed for Q4 2024 yet (1)

Institutions that held Kodiak Gas Services, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Rakuten Investment Management, Inc.	820	$24.0K