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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, Q2 2025

Institutional positions in Kodiak Gas Services, Inc. as of Jun 30, 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
246
+21 vs. Q1 2025
Shares held
63.4M
+6.44M (+11.3%) vs. Q1 2025
Total value
$2.17B
+$48.6M (+2.3%) vs. Q1 2025
New holders
53
110 more added
Sold out
32
58 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 246 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 heldQ2 2025: $2.17B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q1 2025.

Institutions holding KGS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ramirez Asset Management, Inc.15,925$545.8K0.08%00.0%Unchanged
Stifel Financial Corp16,512$565.9K0.00%+550+3.4%Added
Captrust Financial Advisors16,925$580.0K0.00%+448+2.7%Added
New York State Common Retirement Fund17,134$587.2K0.00%+3,100+22.1%Added
Kestra Advisory Services, LLC17,374$595.4K0.00%+338+2.0%Added
Huber Capital Management LLC17,400$596.3K0.10%−39,195−69.3%Reduced
Bridgefront Capital, LLC17,430$597.3K0.16%+546+3.2%Added
CoreCommodity Management, LLC17,439$597.6K0.10%−7,610−30.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)17,627$604.1K0.00%+2,732+18.3%Added
XTX Topco Ltd17,794$609.8K0.03%+17,794New
Citadel Advisors LLC17,996$616.7K0.00%−74,093−80.5%Reduced
Toroso Investments, LLC18,188$623.3K0.00%−412−2.2%Reduced
SEI Investments Co18,571$636.4K0.00%−1,929−9.4%Reduced
Umb Bank N A19,142$656.0K0.01%00.0%Unchanged
Wellington Shields Capital Management, LLC19,600$671.7K0.11%00.0%Unchanged
Sandia Investment Management LP20,000$685.4K1.76%+20,000New
Creative Planning21,238$727.8K0.00%+3,261+18.1%Added
Janus Henderson Group PLC21,300$729.4K0.00%00.0%Unchanged
EntryPoint Capital, LLC21,502$736.9K0.37%+11,348+111.8%Added
Kestra Private Wealth Services, LLC22,200$760.8K0.01%+2,786+14.4%Added
Schonfeld Strategic Advisors LLC23,112$792.0K0.01%+12,099+109.9%Added
Mutual Advisors, LLC25,613$800.9K0.02%+4,584+21.8%Added
Versor Investments LP25,600$877.3K0.15%+17,600+220.0%Added
DRW Securities, LLC25,441$883.4K0.06%+25,441New
Mariner, LLC26,737$916.3K0.00%−17,009−38.9%Reduced
TD Asset Management Inc26,916$922.4K0.00%+8,074+42.9%Added
Twinbeech Capital LP27,766$951.5K0.02%+27,766New
U.S. Capital Wealth Advisors, LLC29,573$1.01M0.03%−2,327−7.3%Reduced
Magnetar Financial LLC29,640$1.02M0.00%+29,640New
Thrivent Financial for Lutherans30,605$1.05M0.00%00.0%Unchanged
Citigroup Inc30,770$1.05M0.00%−5,620−15.4%Reduced
Manufacturers Life Insurance Company, The30,841$1.06M0.00%+3,195+11.6%Added
Tyler-Stone Wealth Management31,168$1.07M0.17%+31,168New
Point72 Asset Management, L.P.32,089$1.10M0.00%+27,087+541.5%Added
AQR Capital Management LLC32,108$1.10M0.00%+10,847+51.0%Added
MetLife Investment Management32,429$1.11M0.01%+5,977+22.6%Added
Teachers Retirement System of the State of Kentucky32,749$1.12M0.01%00.0%Unchanged
HighTower Advisors, LLC33,848$1.16M0.00%+33,848New
HighVista Strategies LLC34,000$1.17M0.43%+34,000New
Franklin Resources Inc35,295$1.21M0.00%−25,285−41.7%Reduced
Centiva Capital, LP35,553$1.22M0.08%+35,553New
HWG Holdings LP36,043$1.24M0.36%−112,079−75.7%Reduced
Exchange Traded Concepts, LLC42,149$1.44M0.02%−1,089−2.5%Reduced
Gsa Capital Partners LLP44,280$1.52M0.11%+44,280New
Intech Investment Management LLC44,389$1.52M0.01%+16,492+59.1%Added
Kayne Anderson Capital Advisors LP45,705$1.57M0.04%−463,368−91.0%Reduced
California State Teachers Retirement System46,185$1.58M0.00%+987+2.2%Added
Boothbay Fund Management, LLC47,453$1.63M0.05%−23,240−32.9%Reduced
Y-Intercept (Hong Kong) Ltd47,604$1.63M0.04%+13,655+40.2%Added
HSBC Holdings PLC47,558$1.64M0.00%+31,109+189.1%Added
Raymond James Financial Inc47,859$1.64M0.00%+40,297+532.9%Added
Numerai GP LLC49,003$1.68M0.24%+11,811+31.8%Added
Crown Advisors Management, Inc.50,000$1.71M1.37%+50,000New
Boston Partners50,462$1.73M0.00%+50,462New
Jackson Creek Investment Advisors LLC50,474$1.73M0.47%+50,474New
Wells Fargo & Company50,758$1.74M0.00%−10,342−16.9%Reduced
Balyasny Asset Management LLC52,074$1.78M0.00%−32,164−38.2%Reduced
Russell Investments Group, Ltd.52,944$1.81M0.00%+10,108+23.6%Added
Sit Investment Associates Inc53,750$1.84M0.04%+17,850+49.7%Added
Pacer Advisors, Inc.54,376$1.86M0.00%+1,959+3.7%Added
Verition Fund Management LLC56,678$1.94M0.01%+14,363+33.9%Added
Brevan Howard Capital Management LP57,293$1.96M0.02%+57,293New
Alden Global Capital LLC57,600$1.97M1.21%+57,600New
Pier Capital, LLC59,005$2.02M0.31%−100,454−63.0%Reduced
Legal & General Group Plc63,701$2.18M0.00%+16,441+34.8%Added
BNP Paribas Arbitrage, SA66,328$2.27M0.00%+60,335+1,006.8%Added
Alliancebernstein L.P.66,900$2.29M0.00%+22,700+51.4%Added
Principal Financial Group Inc67,309$2.31M0.00%+40,063+147.0%Added
Aurora Investment Counsel68,072$2.33M1.23%−47−0.1%Reduced
TSA Wealth Managment LLC68,125$2.33M0.85%−4,500−6.2%Reduced
Mercer Global Advisors Inc76,483$2.62M0.01%−49−0.1%Reduced
Rhumbline Advisers78,966$2.71M0.00%+18,516+30.6%Added
CIBC Private Wealth Group, LLC86,982$2.98M0.01%−10,000−10.3%Reduced
Viking Fund Management LLC89,000$3.05M0.42%+15,000+20.3%Added
Meeder Asset Management Inc94,611$3.24M0.20%+94,611New
Deutsche Bank AG98,735$3.38M0.00%+1,716+1.8%Added
King Luther Capital Management Corp99,703$3.42M0.01%00.0%Unchanged
Swiss National Bank100,800$3.45M0.00%+7,700+8.3%Added
Aventail Capital Group, LP100,856$3.46M0.15%00.0%Unchanged
JPMorgan Chase & Co110,469$3.79M0.00%−4,942−4.3%Reduced
Jump Financial, LLC111,936$3.84M0.05%+111,936New
Barclays PLC116,218$3.98M0.00%+46,118+65.8%Added
Nuveen, LLC123,913$4.25M0.00%+8,972+7.8%Added
Quantbot Technologies LP128,002$4.39M0.11%+9,243+7.8%Added
Baker Ellis Asset Management LLC128,353$4.40M0.60%+2,631+2.1%Added
Jefferies Financial Group Inc.142,219$4.87M0.08%+134,970+1,861.9%Added
Engineers Gate Manager LP158,356$5.43M0.07%+2,047+1.3%Added
ExodusPoint Capital Management, LP170,391$5.84M0.07%+107,462+170.8%Added
Man Group plc175,909$6.03M0.01%+121,298+222.1%Added
Tudor Investment Corp Et Al178,513$6.12M0.05%−64,925−26.7%Reduced
Sourcerock Group LLC181,237$6.21M0.32%−104,930−36.7%Reduced
UBS Asset Management Americas Inc185,416$6.35M0.00%+90,308+95.0%Added
Orvieto Partners, L.P.190,681$6.53M5.81%−103,600−35.2%Reduced
Dark Forest Capital Management LP195,260$6.69M0.27%+62,423+47.0%Added
Seven Grand Managers, LLC200,000$6.85M0.82%00.0%Unchanged
Ripple Effect Asset Management LP200,000$6.85M3.91%+200,000New
Blackstone Group Inc.213,103$7.30M0.03%−1,340,588−86.3%Reduced
Squarepoint Ops LLC228,073$7.82M0.02%+192,754+545.8%Added
First Trust Advisors LP229,112$7.85M0.01%+29,361+14.7%Added
Jane Street Group, LLC271,080$9.29M0.01%+271,080New