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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, Q1 2025

Institutional positions in Kodiak Gas Services, Inc. as of Mar 31, 2025. 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
228
+19 vs. Q4 2024
Shares held
57.0M
+7.97M (+16.3%) vs. Q4 2024
Total value
$2.13B
+$123.4M (+6.2%) vs. Q4 2024
New holders
55
110 more added
Sold out
36
47 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 228 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 heldQ1 2025: $2.13B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q4 2024.

Institutions holding KGS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC7,837,846$292.4M0.02%+495,550+6.7%Added
BlackRock, Inc.3,884,370$144.9M0.00%+1,017,763+35.5%Added
Zimmer Partners, LP3,824,063$142.6M2.89%+476,363+14.2%Added
Invesco Ltd.3,044,939$113.6M0.02%+102,157+3.5%Added
Vanguard Group Inc2,897,588$108.1M0.00%+238,573+9.0%Added
Goldman Sachs Group Inc1,983,360$74.0M0.01%+730,180+58.3%Added
Price T Rowe Associates Inc1,562,035$58.3M0.01%−88,148−5.3%Reduced
Blackstone Group Inc.1,553,691$58.0M0.25%+1,058,223+213.6%Added
Macquarie Group Ltd1,550,950$57.9M0.07%−74,683−4.6%Reduced
Dimensional Fund Advisors LP1,454,018$54.2M0.01%+772,377+113.3%Added
American Century Companies Inc1,302,080$48.6M0.03%+362,621+38.6%Added
Merewether Investment Management, LP1,225,564$45.7M1.66%+291,065+31.1%Added
State Street Corp1,176,055$43.9M0.00%+182,888+18.4%Added
Encompass Capital Advisors LLC1,090,200$40.7M1.56%−529,258−32.7%Reduced
T. Rowe Price Investment Management, Inc.1,089,751$40.6M0.03%+1,089,751New
Geode Capital Management, LLC990,702$37.0M0.00%+163,428+19.8%Added
Two Sigma Advisers, LP896,300$33.4M0.08%−102,700−10.3%Reduced
Valiant Capital Management, L.P.865,257$32.3M3.48%+349,781+67.9%Added
Wellington Management Group LLP840,337$31.3M0.01%−202,331−19.4%Reduced
Tortoise Capital Advisors, L.L.C.776,423$29.0M0.35%−21,327−2.7%Reduced
Bank of America Corp702,840$26.2M0.00%+323,953+85.5%Added
Renaissance Technologies LLC688,422$25.7M0.04%+85,000+14.1%Added
Voloridge Investment Management, LLC682,963$25.5M0.09%+259,233+61.2%Added
Think Investments LP634,794$23.7M4.62%+634,794New
Augustine Asset Management Inc617,933$23.0M6.74%−22,311−3.5%Reduced
Two Sigma Investments, LP558,053$20.8M0.05%−322,516−36.6%Reduced
Teacher Retirement System of Texas530,411$19.8M0.08%+530,411New
Kayne Anderson Capital Advisors LP509,073$19.0M0.42%+465,528+1,069.1%Added
Morgan Stanley482,713$18.0M0.00%−52,958−9.9%Reduced
UBS Group AG480,740$17.9M0.00%+187,157+63.7%Added
Ghisallo Capital Management LLC470,000$17.5M1.53%+200,000+74.1%Added
Jacobs Levy Equity Management, Inc444,100$16.6M0.07%−296,661−40.0%Reduced
Bank of New York Mellon Corp443,666$16.5M0.00%+52,522+13.4%Added
Northern Trust Corp416,697$15.5M0.00%+34,459+9.0%Added
Duff & Phelps Investment Management Co407,077$15.2M0.18%+123,873+43.7%Added
Victory Capital Management Inc380,120$14.2M0.01%+117,791+44.9%Added
Voya Investment Management LLC375,810$14.0M0.02%+368,455+5,009.6%Added
Charles Schwab Investment Management Inc362,834$13.5M0.00%+53,155+17.2%Added
Driehaus Capital Management LLC337,343$12.6M0.12%+337,343New
Royce & Associates LP324,840$12.1M0.13%−15,710−4.6%Reduced
Burkehill Global Management, LP300,000$11.2M0.83%00.0%Unchanged
Orvieto Partners, L.P.294,281$11.0M9.63%−40,900−12.2%Reduced
Sourcerock Group LLC286,167$10.7M0.60%+103,667+56.8%Added
Tudor Investment Corp Et Al243,438$9.08M0.08%+107,640+79.3%Added
Millennium Management LLC237,290$8.85M0.01%−172,341−42.1%Reduced
Susquehanna International Group, LLP201,305$7.51M0.01%+89,390+79.9%Added
Marshall Wace, LLP200,316$7.47M0.01%+200,316New
Seven Grand Managers, LLC200,000$7.46M1.74%00.0%Unchanged
First Trust Advisors LP199,751$7.45M0.01%+51,450+34.7%Added
Pier Capital, LLC159,459$5.95M1.00%−72,526−31.3%Reduced
Engineers Gate Manager LP156,309$5.83M0.10%+51,433+49.0%Added
Algert Global LLC155,650$5.81M0.14%+155,650New
HWG Holdings LP148,122$5.52M2.46%+62,056+72.1%Added
Covalis Capital LLP145,163$5.41M1.24%+70,163+93.6%Added
Dark Forest Capital Management LP132,837$4.95M0.23%+68,932+107.9%Added
Baker Ellis Asset Management LLC125,722$4.69M0.68%+3,996+3.3%Added
Quantbot Technologies LP118,759$4.43M0.14%+59,937+101.9%Added
JPMorgan Chase & Co115,411$4.30M0.00%+29,261+34.0%Added
Nuveen, LLC114,941$4.29M0.00%+114,941New
EAM Global Investors LLC105,518$3.94M1.07%+310.0%Added
Aventail Capital Group, LP100,856$3.76M0.19%+856+0.9%Added
Ovata Capital Management Ltd100,000$3.73M1.42%+100,000New
King Luther Capital Management Corp99,703$3.72M0.02%00.0%Unchanged
Deutsche Bank AG97,019$3.62M0.00%+40,375+71.3%Added
UBS Asset Management Americas Inc95,108$3.55M0.00%+48,122+102.4%Added
Swiss National Bank93,100$3.47M0.00%+35,600+61.9%Added
Citadel Advisors LLC92,089$3.43M0.00%−609,323−86.9%Reduced
Balyasny Asset Management LLC84,238$3.14M0.01%+12,654+17.7%Added
Walleye Capital LLC82,726$3.09M0.03%+41,559+101.0%Added
CIBC Private Wealth Group, LLC96,982$2.93M0.01%+38,255+65.1%Added
Jennison Associates LLC78,464$2.93M0.00%−129,479−62.3%Reduced
Mercer Global Advisors Inc76,532$2.85M0.01%+288+0.4%Added
Viking Fund Management LLC74,000$2.76M0.40%+4,000+5.7%Added
TSA Wealth Managment LLC72,625$2.71M1.08%−8,000−9.9%Reduced
Boothbay Fund Management, LLC70,693$2.64M0.09%+25,514+56.5%Added
Barclays PLC70,100$2.61M0.00%+12,600+21.9%Added
EAM Investors, LLC68,590$2.56M0.44%−53,886−44.0%Reduced
Aurora Investment Counsel68,119$2.54M1.41%−696−1.0%Reduced
ExodusPoint Capital Management, LP62,929$2.35M0.03%+62,929New
Wells Fargo & Company61,100$2.28M0.00%+42,065+221.0%Added
Credit Agricole S A60,834$2.27M0.01%+28,057+85.6%Added
Franklin Resources Inc60,580$2.26M0.00%+22,051+57.2%Added
Rhumbline Advisers60,450$2.25M0.00%+16,408+37.3%Added
Huber Capital Management LLC56,595$2.11M0.40%00.0%Unchanged
Man Group plc54,611$2.04M0.01%+54,611New
Pacer Advisors, Inc.52,417$1.96M0.00%+14,240+37.3%Added
Legal & General Group Plc47,260$1.76M0.00%+17,009+56.2%Added
Ameriprise Financial Inc46,887$1.75M0.00%−143,984−75.4%Reduced
California State Teachers Retirement System45,198$1.69M0.00%+17,671+64.2%Added
Alliancebernstein L.P.44,200$1.65M0.00%−302,262−87.2%Reduced
Mariner, LLC43,746$1.63M0.00%+4,418+11.2%Added
Exchange Traded Concepts, LLC43,238$1.61M0.03%−214−0.5%Reduced
Russell Investments Group, Ltd.42,836$1.60M0.00%+23,620+122.9%Added
Verition Fund Management LLC42,315$1.58M0.01%+37,215+729.7%Added
Numerai GP LLC37,192$1.39M0.26%+31,711+578.6%Added
Citigroup Inc36,390$1.36M0.00%+6,219+20.6%Added
Sit Investment Associates Inc35,900$1.34M0.03%+6,850+23.6%Added
Squarepoint Ops LLC35,319$1.32M0.00%+35,319New
Gallo Partners, LP34,400$1.28M0.86%+34,400New
Y-Intercept (Hong Kong) Ltd33,949$1.27M0.09%+33,949New