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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Capital Advisors LP | 509,073 | $19.0M | 0.42% | +465,528+1,069.1% | Added |
| Teacher Retirement System of Texas | 530,411 | $19.8M | 0.08% | +530,411 | New |
| Two Sigma Investments, LP | 558,053 | $20.8M | 0.05% | −322,516−36.6% | Reduced |
| Augustine Asset Management Inc | 617,933 | $23.0M | 6.74% | −22,311−3.5% | Reduced |
| Think Investments LP | 634,794 | $23.7M | 4.62% | +634,794 | New |
| Voloridge Investment Management, LLC | 682,963 | $25.5M | 0.09% | +259,233+61.2% | Added |
| Renaissance Technologies LLC | 688,422 | $25.7M | 0.04% | +85,000+14.1% | Added |
| Bank of America Corp | 702,840 | $26.2M | 0.00% | +323,953+85.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 776,423 | $29.0M | 0.35% | −21,327−2.7% | Reduced |
| Wellington Management Group LLP | 840,337 | $31.3M | 0.01% | −202,331−19.4% | Reduced |
| Valiant Capital Management, L.P. | 865,257 | $32.3M | 3.48% | +349,781+67.9% | Added |
| Two Sigma Advisers, LP | 896,300 | $33.4M | 0.08% | −102,700−10.3% | Reduced |
| Geode Capital Management, LLC | 990,702 | $37.0M | 0.00% | +163,428+19.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,089,751 | $40.6M | 0.03% | +1,089,751 | New |
| Encompass Capital Advisors LLC | 1,090,200 | $40.7M | 1.56% | −529,258−32.7% | Reduced |
| State Street Corp | 1,176,055 | $43.9M | 0.00% | +182,888+18.4% | Added |
| Merewether Investment Management, LP | 1,225,564 | $45.7M | 1.66% | +291,065+31.1% | Added |
| American Century Companies Inc | 1,302,080 | $48.6M | 0.03% | +362,621+38.6% | Added |
| Dimensional Fund Advisors LP | 1,454,018 | $54.2M | 0.01% | +772,377+113.3% | Added |
| Macquarie Group Ltd | 1,550,950 | $57.9M | 0.07% | −74,683−4.6% | Reduced |
| Blackstone Group Inc. | 1,553,691 | $58.0M | 0.25% | +1,058,223+213.6% | Added |
| Price T Rowe Associates Inc | 1,562,035 | $58.3M | 0.01% | −88,148−5.3% | Reduced |
| Goldman Sachs Group Inc | 1,983,360 | $74.0M | 0.01% | +730,180+58.3% | Added |
| Vanguard Group Inc | 2,897,588 | $108.1M | 0.00% | +238,573+9.0% | Added |
| Invesco Ltd. | 3,044,939 | $113.6M | 0.02% | +102,157+3.5% | Added |
| Zimmer Partners, LP | 3,824,063 | $142.6M | 2.89% | +476,363+14.2% | Added |
| BlackRock, Inc. | 3,884,370 | $144.9M | 0.00% | +1,017,763+35.5% | Added |
| FMR LLC | 7,837,846 | $292.4M | 0.02% | +495,550+6.7% | Added |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −331,910−100.0% | Sold out |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −77,463−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −47,189−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −37,393−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −32,471−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,436−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −21,367−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −21,212−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,474−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −16,935−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −13,790−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,488−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,424−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −7,317−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,268−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5,236−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Chesapeake Capital Corp | – | – | – | – | Not filed |