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.

Q1 2025 vs. Q4 2024

How the institutions holding Kodiak Gas Services, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of KGS: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	211	2	228	+19
Shares	49.2M	119.0K	57.0M	+7.97M (+16.3%)
Value	$2.01B	$4.86M	$2.13B	+$123.4M (+6.2%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Kodiak Gas Services, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to KGS in Q1 2025
Institution	Shares	Value	% of portfolio
T. Rowe Price Investment Management, Inc.	1,089,751	$40.6M	0.03%
Think Investments LP	634,794	$23.7M	4.62%
Teacher Retirement System of Texas	530,411	$19.8M	0.08%
Driehaus Capital Management LLC	337,343	$12.6M	0.12%
Marshall Wace, LLP	200,316	$7.47M	0.01%
Algert Global LLC	155,650	$5.81M	0.14%
Nuveen, LLC	114,941	$4.29M	0.00%
Ovata Capital Management Ltd	100,000	$3.73M	1.42%
ExodusPoint Capital Management, LP	62,929	$2.35M	0.03%
Man Group plc	54,611	$2.04M	0.01%
Squarepoint Ops LLC	35,319	$1.32M	0.00%
Gallo Partners, LP	34,400	$1.28M	0.86%
Y-Intercept (Hong Kong) Ltd	33,949	$1.27M	0.09%
Los Angeles Capital Management LLC	32,204	$1.20M	0.01%
CoreCommodity Management, LLC	25,049	$934.3K	0.15%
Wolverine Trading, LLC	23,683	$890.7K	0.03%
TD Asset Management Inc	18,842	$702.8K	0.00%
Bridgefront Capital, LLC	16,884	$629.8K	0.18%
Trexquant Investment LP	13,303	$496.2K	0.01%
Brasada Capital Management, LP	12,500	$466.3K	0.09%
EntryPoint Capital, LLC	10,154	$378.7K	0.17%
CIBC World Markets Corp	10,001	$373.0K	0.00%
Wiley Bros.-Aintree Capital, LLC	9,240	$347.5K	0.00%
Sanctuary Advisors, LLC	8,550	$318.9K	0.00%
Versor Investments LP	8,000	$298.4K	0.05%
Virginia Retirement Systems Et Al	6,700	$249.9K	0.00%
Petrus Trust Company, LTA	6,055	$225.9K	0.02%
Quadrature Capital Ltd	5,371	$200.2K	0.00%
KBC Group NV	3,112	$116.0K	0.00%
Group One Trading, L.P.	1,896	$70.7K	0.00%
BI Asset Management Fondsmaeglerselskab A/S	982	$37.0K	0.00%
Rakuten Investment Management, Inc.	820	$30.8K	0.00%
Quarry LP	807	$30.1K	0.01%
Optiver Holding B.V.	306	$11.4K	0.00%
Uniplan Investment Counsel, Inc.	216	$8.09K	0.00%
Harbor Capital Advisors, Inc.	172	$6.00K	0.00%
Larson Financial Group LLC	134	$5.00K	0.00%
Boston Private Wealth LLC	99	$3.69K	0.00%
Point72 Hong Kong Ltd	74	$2.77K	0.00%
Quadrant Capital Group LLC	56	$2.09K	0.00%
Financial Network Wealth Advisors LLC	32	$1.19K	0.00%
Bessemer Group Inc	23	$1.00K	0.00%
Lindbrook Capital, LLC	24	$895	0.00%
Coldstream Capital Management Inc	18	$672	0.00%
Rialto Wealth Management, LLC	13	$485	0.00%
Stephens Consulting, LLC	10	$373	0.00%
CoreCap Advisors, LLC	6	$224	0.00%
True Wealth Design, LLC	5	$187	0.00%
SJS Investment Consulting Inc.	4	$150	0.00%
DiNuzzo Private Wealth, Inc.	3	$112	0.00%
Global Financial Private Client, LLC	3	$112	0.00%
JFS Wealth Advisors, LLC	2	$75	0.00%
HFM Investment Advisors, LLC	1	$38	0.00%
Parkworth Wealth Management, Inc.	1	$37	0.00%
Hemington Wealth Management	14	$0	0.00%

Sold out (36)

Institutions that held Kodiak Gas Services, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of KGS in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Eagle Global Advisors LLC	350,000	$14.3M
Hotchkis & Wiley Capital Management LLC	331,910	$13.6M
Pamalican Asset Management Ltd	300,000	$12.2M
GeoSphere Capital Management, LLC	100,000	$4.08M
Hiddenite Capital Partners LP	100,000	$4.08M
Jump Financial, LLC	77,463	$3.16M
Monashee Investment Management LLC	47,189	$1.93M
Jain Global LLC	37,393	$1.53M
Sheets Smith Investment Management	32,471	$1.33M
Entropy Technologies, LP	24,436	$997.7K
Gsa Capital Partners LLP	21,367	$872.0K
Voleon Capital Management LP	21,212	$866.1K
Capital Fund Management S.A.	18,474	$754.3K
Deprince Race & Zollo Inc	16,935	$691.5K
Sheets Smith Wealth Management	13,790	$563.0K
Prelude Capital Management, LLC	11,488	$469.1K
National Asset Management, Inc.	10,530	$429.9K
Bailard, Inc.	8,900	$363.4K
D. E. Shaw & Co., Inc.	7,424	$303.1K
Equitable Holdings, Inc.	7,317	$298.8K
Guggenheim Capital LLC	6,268	$255.9K
Kovitz Investment Group Partners, LLC	5,991	$244.6K
Pathstone Holdings, LLC	5,974	$243.9K
Virtu Financial LLC	5,432	$222.0K
Ellevest, Inc.	5,236	$213.8K
Van Hulzen Asset Management, LLC	5,000	$204.2K
FORA Capital, LLC	4,945	$201.9K
Mendota Financial Group, LLC	2,998	$122.4K
Sandia Investment Management LP	2,500	$102.1K
Security National Bank	1,551	$63.3K
Transcendent Capital Group LLC	1,200	$49.0K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	350	$14.3K
PSI Advisors, LLC	150	$6.13K
Horizon Financial Services, LLC	56	$2.28K
Private Wealth Management Group, LLC	36	$1.47K
Smartleaf Asset Management LLC	14	$572

Not filed for Q1 2025 yet (2)

Institutions that held Kodiak Gas Services, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	98,441	$4.02M
Chesapeake Capital Corp	20,531	$838.3K