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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, Q3 2025

Institutional positions in Kodiak Gas Services, Inc. as of Sep 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
253
+11 vs. Q2 2025
Shares held
94.5M
+31.1M (+49.1%) vs. Q2 2025
Total value
$3.49B
+$1.32B (+60.8%) vs. Q2 2025
New holders
54
111 more added
Sold out
43
65 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 253 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 heldQ3 2025: $3.49B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q2 2025.

Institutions holding KGS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
EQT Fund Management S.a r.l.19,762,573$730.6M39.21%+19,762,573New
BlackRock, Inc.9,593,229$354.7M0.01%+5,520,059+135.5%Added
FMR LLC9,053,126$334.7M0.02%+1,750,275+24.0%Added
Invesco Ltd.6,305,789$233.1M0.04%+1,436,443+29.5%Added
Vanguard Group Inc4,611,188$170.5M0.00%+1,348,357+41.3%Added
Zimmer Partners, LP2,931,704$108.4M2.65%−1,362,648−31.7%Reduced
Dimensional Fund Advisors LP2,593,033$95.9M0.02%+418,227+19.2%Added
State Street Corp2,533,817$93.7M0.00%+1,206,267+90.9%Added
Price T Rowe Associates Inc2,403,011$88.8M0.01%+953,283+65.8%Added
Goldman Sachs Group Inc1,858,557$68.7M0.01%−989,789−34.7%Reduced
American Century Companies Inc1,851,322$68.4M0.03%+229,220+14.1%Added
Encompass Capital Advisors LLC1,736,009$64.2M2.89%+646,253+59.3%Added
Geode Capital Management, LLC1,520,137$56.2M0.00%+436,387+40.3%Added
Macquarie Group Ltd1,433,905$53.0M0.06%−119,370−7.7%Reduced
UBS Group AG1,396,280$51.6M0.01%+579,967+71.0%Added
Citadel Advisors LLC1,388,733$51.3M0.04%+1,370,737+7,616.9%Added
Two Sigma Advisers, LP949,300$35.1M0.07%+47,900+5.3%Added
Two Sigma Investments, LP947,732$35.0M0.05%+310,540+48.7%Added
Deprince Race & Zollo Inc767,781$28.4M0.57%+767,781New
Tortoise Capital Advisors, L.L.C.727,527$26.9M0.35%−7,962−1.1%Reduced
Yaupon Capital Management LP725,000$26.8M1.38%+725,000New
Voya Investment Management LLC714,197$26.4M0.03%−6,043−0.8%Reduced
Bank of America Corp706,802$26.1M0.00%−13,645−1.9%Reduced
Charles Schwab Investment Management Inc697,597$25.8M0.00%+276,303+65.6%Added
Bank of New York Mellon Corp649,608$24.0M0.00%+184,379+39.6%Added
Brookfield Asset Management Inc.644,467$23.8M0.03%+644,467New
Northern Trust Corp636,067$23.5M0.00%+177,687+38.8%Added
Balyasny Asset Management LLC631,801$23.4M0.05%+579,727+1,113.3%Added
Augustine Asset Management Inc609,333$22.5M4.53%00.0%Unchanged
Burkehill Global Management, LP600,000$22.2M1.26%+300,000+100.0%Added
Mirae Asset Global ETFs Holdings Ltd.594,678$22.0M0.04%−22,473−3.6%Reduced
Duff & Phelps Investment Management Co472,736$17.5M0.20%−12,224−2.5%Reduced
Loomis Sayles & Co L P455,980$16.9M0.02%+75,866+20.0%Added
Morgan Stanley439,371$16.2M0.00%−100,432−18.6%Reduced
Ripple Effect Asset Management LP420,000$15.5M8.94%+220,000+110.0%Added
Principal Financial Group Inc399,041$14.8M0.01%+331,732+492.8%Added
Man Group plc392,640$14.5M0.03%+216,731+123.2%Added
JPMorgan Chase & Co383,154$14.2M0.00%+272,685+246.8%Added
Wellington Management Group LLP356,602$13.2M0.00%−489,257−57.8%Reduced
Alyeska Investment Group, L.P.325,000$12.0M0.04%+25,000+8.3%Added
Royal Bank of Canada307,454$11.4M0.00%−112,191−26.7%Reduced
Royce & Associates LP297,770$11.0M0.11%−6,820−2.2%Reduced
HITE Hedge Asset Management LLC271,135$10.0M0.54%−263,771−49.3%Reduced
Trexquant Investment LP260,643$9.64M0.10%−49,104−15.9%Reduced
Public Sector Pension Investment Board256,730$9.49M0.03%+256,730New
Ghisallo Capital Management LLC250,000$9.24M0.30%−250,000−50.0%Reduced
Renaissance Technologies LLC221,122$8.17M0.01%−140,200−38.8%Reduced
Victory Capital Management Inc219,545$8.12M0.01%−72,427−24.8%Reduced
Voloridge Investment Management, LLC210,664$7.79M0.03%−347,987−62.3%Reduced
Orvieto Partners, L.P.200,681$7.42M6.29%+10,000+5.2%Added
Russell Investments Group, Ltd.183,465$6.78M0.01%+130,521+246.5%Added
Alden Global Capital LLC179,450$6.63M3.88%+121,850+211.5%Added
Rhumbline Advisers179,160$6.62M0.01%+100,194+126.9%Added
Legal & General Group Plc178,991$6.62M0.00%+115,290+181.0%Added
BNP Paribas Arbitrage, SA177,917$6.58M0.01%+111,589+168.2%Added
Bridgewater Associates, LP164,778$6.09M0.02%+164,778New
Quantbot Technologies LP160,503$5.93M0.16%+32,501+25.4%Added
Aventail Capital Group, LP150,000$5.55M0.26%+49,144+48.7%Added
Jump Financial, LLC148,607$5.49M0.07%+36,671+32.8%Added
Nuveen, LLC138,650$5.13M0.00%+14,737+11.9%Added
Swiss National Bank136,700$5.05M0.00%+35,900+35.6%Added
Pier Capital, LLC136,668$5.05M0.79%+77,663+131.6%Added
UBS Asset Management Americas Inc132,096$4.88M0.00%−53,320−28.8%Reduced
Squarepoint Ops LLC129,570$4.79M0.01%−98,503−43.2%Reduced
Baker Ellis Asset Management LLC127,854$4.73M0.58%−499−0.4%Reduced
Viking Fund Management LLC127,000$4.70M0.57%+38,000+42.7%Added
Ameriprise Financial Inc119,331$4.41M0.00%+119,331New
Barclays PLC116,352$4.30M0.00%+134+0.1%Added
AQR Capital Management LLC113,823$4.21M0.00%+81,715+254.5%Added
First Trust Advisors LP111,946$4.14M0.00%−117,166−51.1%Reduced
Boothbay Fund Management, LLC102,862$3.80M0.10%+55,409+116.8%Added
Seven Grand Managers, LLC100,000$3.70M0.30%−100,000−50.0%Reduced
King Luther Capital Management Corp99,703$3.69M0.02%00.0%Unchanged
Sit Investment Associates Inc95,450$3.53M0.07%+41,700+77.6%Added
Meeder Asset Management Inc94,611$3.50M0.20%00.0%Unchanged
Freestone Grove Partners LP93,826$3.47M0.03%+93,826New
Cubist Systematic Strategies, LLC91,387$3.38M0.05%−255,678−73.7%Reduced
Ramirez Asset Management, Inc.86,970$3.22M0.45%+71,045+446.1%Added
New York State Common Retirement Fund84,838$3.14M0.00%+67,704+395.1%Added
Wells Fargo & Company83,812$3.10M0.00%+33,054+65.1%Added
Deutsche Bank AG78,436$2.90M0.00%−20,299−20.6%Reduced
Mercer Global Advisors Inc77,990$2.88M0.00%+1,507+2.0%Added
Susquehanna International Group, LLP77,654$2.87M0.00%−204,610−72.5%Reduced
Virginia Retirement Systems Et Al75,100$2.78M0.02%+68,400+1,020.9%Added
Alliancebernstein L.P.73,200$2.71M0.00%+6,300+9.4%Added
Gotham Asset Management, LLC70,858$2.62M0.01%+70,858New
TSA Wealth Managment LLC68,125$2.52M0.86%00.0%Unchanged
Aurora Investment Counsel66,795$2.47M1.29%−1,277−1.9%Reduced
Exchange Traded Concepts, LLC66,204$2.45M0.02%+24,055+57.1%Added
Prudential Financial Inc65,775$2.43M0.00%+59,025+874.4%Added
Thrivent Financial for Lutherans63,532$2.35M0.00%+32,927+107.6%Added
Algert Global LLC60,930$2.25M0.04%−332,253−84.5%Reduced
SG Americas Securities, LLC55,262$2.04M0.01%+49,859+922.8%Added
Pacer Advisors, Inc.55,156$2.04M0.01%+780+1.4%Added
California State Teachers Retirement System54,602$2.02M0.00%+8,417+18.2%Added
Boston Partners52,621$1.95M0.00%+2,159+4.3%Added
Jackson Creek Investment Advisors LLC50,455$1.86M0.54%−190.0%Reduced
Crown Advisors Management, Inc.50,000$1.85M1.24%00.0%Unchanged
Millennium Management LLC49,633$1.83M0.00%−1,175,319−95.9%Reduced
Franklin Resources Inc48,000$1.77M0.00%+12,705+36.0%Added