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, Q4 2024
Institutional positions in Kodiak Gas Services, Inc. as of Dec 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
- 211
- +47 vs. Q3 2024
- Shares held
- 49.2M
- +16.9M (+52.4%) vs. Q3 2024
- Total value
- $2.01B
- +$1.07B (+114.5%) vs. Q3 2024
- New holders
- 65
- 87 more added
- Sold out
- 18
- 39 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 999,000 | $40.8M | 0.09% | +393,900+65.1% | Added |
| Wellington Management Group LLP | 1,042,668 | $42.6M | 0.01% | −493,826−32.1% | Reduced |
| Goldman Sachs Group Inc | 1,253,180 | $51.2M | 0.01% | +101,021+8.8% | Added |
| Encompass Capital Advisors LLC | 1,619,458 | $66.1M | 2.83% | +1,619,458 | New |
| Macquarie Group Ltd | 1,625,633 | $66.4M | 0.08% | +1,625,633 | New |
| Price T Rowe Associates Inc | 1,650,183 | $67.4M | 0.01% | +202,050+14.0% | Added |
| Vanguard Group Inc | 2,659,015 | $108.6M | 0.00% | +913,104+52.3% | Added |
| BlackRock, Inc. | 2,866,607 | $117.0M | 0.00% | +1,177,398+69.7% | Added |
| Invesco Ltd. | 2,942,782 | $120.2M | 0.02% | +32,966+1.1% | Added |
| Zimmer Partners, LP | 3,347,700 | $136.7M | 2.37% | +1,567,849+88.1% | Added |
| FMR LLC | 7,342,296 | $299.8M | 0.02% | +2,452,492+50.2% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −287,700−100.0% | Sold out |
| Ion Asset Management Ltd. | 0 | $0 | 0.00% | −150,081−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −98,355−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −75,311−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −73,946−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −65,230−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −64,706−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −28,776−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,163−100.0% | Sold out |
| Eight 31 Financial LLC | 0 | $0 | 0.00% | −9,175−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,696−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |