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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
Susquehanna International Group, LLP282,264$9.67M0.01%+80,959+40.2%Added
Victory Capital Management Inc291,972$10.0M0.01%−88,148−23.2%Reduced
Burkehill Global Management, LP300,000$10.3M0.76%00.0%Unchanged
Alyeska Investment Group, L.P.300,000$10.3M0.04%+300,000New
Royce & Associates LP304,590$10.4M0.11%−20,250−6.2%Reduced
Trexquant Investment LP309,747$10.6M0.12%+296,444+2,228.4%Added
Cubist Systematic Strategies, LLC347,065$11.9M0.13%+345,072+17,314.2%Added
Renaissance Technologies LLC361,322$12.4M0.02%−327,100−47.5%Reduced
Loomis Sayles & Co L P380,114$13.0M0.02%+380,114New
Qube Research & Technologies Ltd392,084$13.4M0.02%+392,084New
Algert Global LLC393,183$13.5M0.28%+237,533+152.6%Added
Walleye Capital LLC401,983$13.8M0.13%+319,257+385.9%Added
Royal Bank of Canada419,645$14.4M0.00%+409,410+4,000.1%Added
Charles Schwab Investment Management Inc421,294$14.4M0.00%+58,460+16.1%Added
Northern Trust Corp458,380$15.7M0.00%+41,683+10.0%Added
Bank of New York Mellon Corp465,229$15.9M0.00%+21,563+4.9%Added
Duff & Phelps Investment Management Co484,960$16.6M0.20%+77,883+19.1%Added
Ghisallo Capital Management LLC500,000$17.1M0.46%+30,000+6.4%Added
HITE Hedge Asset Management LLC534,906$18.3M1.05%+534,906New
Morgan Stanley539,803$18.5M0.00%+57,090+11.8%Added
Voloridge Investment Management, LLC558,651$19.1M0.07%−124,312−18.2%Reduced
Augustine Asset Management Inc609,333$20.9M5.59%−8,600−1.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.617,151$21.1M0.04%+590,337+2,201.6%Added
Two Sigma Investments, LP637,192$21.8M0.04%+79,139+14.2%Added
Voya Investment Management LLC720,240$24.7M0.02%+344,430+91.7%Added
Bank of America Corp720,447$24.7M0.00%+17,607+2.5%Added
Tortoise Capital Advisors, L.L.C.735,489$25.2M0.33%−40,934−5.3%Reduced
UBS Group AG816,313$28.0M0.01%+335,573+69.8%Added
Wellington Management Group LLP845,859$29.0M0.01%+5,522+0.7%Added
Two Sigma Advisers, LP901,400$30.9M0.06%+5,100+0.6%Added
Geode Capital Management, LLC1,083,750$37.1M0.00%+93,048+9.4%Added
Encompass Capital Advisors LLC1,089,756$37.3M1.51%−4440.0%Reduced
Merewether Investment Management, LP1,185,125$40.6M1.17%−40,439−3.3%Reduced
Millennium Management LLC1,224,952$42.0M0.04%+987,662+416.2%Added
State Street Corp1,327,550$45.5M0.00%+151,495+12.9%Added
Price T Rowe Associates Inc1,449,728$49.7M0.01%−112,307−7.2%Reduced
Macquarie Group Ltd1,553,275$53.2M0.07%+2,325+0.1%Added
T. Rowe Price Investment Management, Inc.1,558,405$53.4M0.03%+468,654+43.0%Added
American Century Companies Inc1,622,102$55.6M0.03%+320,022+24.6%Added
Dimensional Fund Advisors LP2,174,806$74.5M0.02%+720,788+49.6%Added
Goldman Sachs Group Inc2,848,346$97.6M0.02%+864,986+43.6%Added
Vanguard Group Inc3,262,831$111.8M0.00%+365,243+12.6%Added
BlackRock, Inc.4,073,170$139.6M0.00%+188,800+4.9%Added
Zimmer Partners, LP4,294,352$147.2M3.37%+470,289+12.3%Added
Invesco Ltd.4,869,346$166.9M0.03%+1,824,407+59.9%Added
FMR LLC7,302,851$250.3M0.01%−534,995−6.8%Reduced
Valiant Capital Management, L.P.0$00.00%−865,257−100.0%Sold out
Think Investments LP0$00.00%−634,794−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−444,100−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−337,343−100.0%Sold out
Marshall Wace, LLP0$00.00%−200,316−100.0%Sold out
Covalis Capital LLP0$00.00%−145,163−100.0%Sold out
EAM Global Investors LLC0$00.00%−105,518−100.0%Sold out
Ovata Capital Management Ltd0$00.00%−100,000−100.0%Sold out
Jennison Associates LLC0$00.00%−78,464−100.0%Sold out
EAM Investors, LLC0$00.00%−68,590−100.0%Sold out
Ameriprise Financial Inc0$00.00%−46,887−100.0%Sold out
Gallo Partners, LP0$00.00%−34,400−100.0%Sold out
Norges Bank0$00.00%−23,447−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−22,080−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−19,693−100.0%Sold out
PDT Partners, LLC0$00.00%−18,176−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−15,572−100.0%Sold out
Brasada Capital Management, LP0$00.00%−12,500−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,851−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,371−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−2,329−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−982−100.0%Sold out
Uniplan Investment Counsel, Inc.0$00.00%−216−100.0%Sold out
Boston Private Wealth LLC0$00.00%−99−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−74−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−56−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−27−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−19−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−18−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−6−100.0%Sold out
True Wealth Design, LLC0$00.00%−5−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−3−100.0%Sold out
Credit Agricole S A––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed