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.

Q3 2025 vs. Q2 2025

How the institutions holding Kodiak Gas Services, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of KGS: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	246	4	253	+11
Shares	63.4M	38.0K	94.5M	+31.1M (+49.1%)
Value	$2.17B	$1.30M	$3.49B	+$1.32B (+60.8%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Kodiak Gas Services, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to KGS in Q3 2025
Institution	Shares	Value	% of portfolio
EQT Fund Management S.a r.l.	19,762,573	$730.6M	39.21%
Deprince Race & Zollo Inc	767,781	$28.4M	0.57%
Yaupon Capital Management LP	725,000	$26.8M	1.38%
Brookfield Asset Management Inc.	644,467	$23.8M	0.03%
Public Sector Pension Investment Board	256,730	$9.49M	0.03%
Bridgewater Associates, LP	164,778	$6.09M	0.02%
Ameriprise Financial Inc	119,331	$4.41M	0.00%
Freestone Grove Partners LP	93,826	$3.47M	0.03%
Gotham Asset Management, LLC	70,858	$2.62M	0.01%
State of Alaska, Department of Revenue	36,147	$1.34M	0.01%
State of Wisconsin Investment Board	32,205	$1.19M	0.00%
Louisiana State Employees Retirement System	30,300	$1.12M	0.02%
LPL Financial LLC	30,130	$1.11M	0.00%
Credit Agricole S A	25,299	$935.3K	0.00%
Van Eck Associates Corp	23,431	$866.0K	0.00%
Illinois Municipal Retirement Fund	22,448	$829.9K	0.01%
Yousif Capital Management, LLC	20,208	$747.1K	0.01%
Chesapeake Capital Corp	18,188	$672.4K	0.60%
SCP Investment, LP	16,800	$621.1K	0.50%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	16,761	$619.7K	0.00%
Oregon Public Employees Retirement Fund	14,800	$547.2K	0.01%
Oxford Asset Management LLP	14,743	$545.0K	0.18%
New York State Teachers Retirement System	13,036	$482.0K	0.00%
Maven Securities LTD	12,594	$465.6K	0.09%
State of Tennessee, Treasury Department	12,241	$452.6K	0.00%
Mackenzie Financial Corp	9,919	$366.7K	0.00%
Maryland State Retirement & Pension System	9,462	$349.8K	0.01%
Rockefeller Capital Management L.P.	9,308	$344.1K	0.00%
Wealth Enhancement Advisory Services, LLC	9,563	$330.1K	0.00%
Fox Run Management, L.L.C.	8,832	$326.5K	0.05%
Round Rock Advisors, LLC	7,776	$287.5K	0.05%
Mutual of America Capital Management LLC	7,372	$272.5K	0.00%
CIBC Bancorp USA Inc.	7,182	$265.5K	0.00%
Argentarii, LLC	6,000	$221.8K	0.09%
Sciencast Management LP	5,466	$202.1K	0.04%
PEAK6 LLC	3,632	$134.3K	0.00%
Salomon & Ludwin, LLC	500	$17.2K	0.00%
SRS Capital Advisors, Inc.	440	$16.3K	0.00%
Point72 Europe (London) LLP	409	$15.1K	0.00%
Caitong International Asset Management Co., Ltd	235	$8.69K	0.01%
Fifth Third Bancorp	190	$7.02K	0.00%
Root Financial Partners, LLC	188	$6.95K	0.00%
First Horizon Corp	130	$4.81K	0.00%
Essential Partners LLC	115	$4.25K	0.00%
True Wealth Design, LLC	79	$2.92K	0.00%
Hantz Financial Services, Inc.	66	$2.00K	0.00%
High Note Wealth, LLC	48	$1.77K	0.00%
Wealthspire Advisors, LLC	24	$887	0.00%
Farmers & Merchants Investments Inc	20	$739	0.00%
Clearstead Advisors, LLC	6	$222	0.00%
Private Trust Co NA	4	$148	0.00%
Tortoise Investment Management, LLC	2	$74	0.00%
Cloud Capital Management, LLC	12	$0	0.00%
Summit Wealth Group LLC	7,287	–	–

Sold out (43)

Institutions that held Kodiak Gas Services, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of KGS in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
T. Rowe Price Investment Management, Inc.	1,558,405	$53.4M
Merewether Investment Management, LP	1,185,125	$40.6M
Walleye Capital LLC	401,983	$13.8M
Qube Research & Technologies Ltd	392,084	$13.4M
Blackstone Group Inc.	213,103	$7.30M
Dark Forest Capital Management LP	195,260	$6.69M
Sourcerock Group LLC	181,237	$6.21M
Tudor Investment Corp Et Al	178,513	$6.12M
ExodusPoint Capital Management, LP	170,391	$5.84M
Engineers Gate Manager LP	158,356	$5.43M
Jefferies Financial Group Inc.	142,219	$4.87M
HSBC Holdings PLC	47,558	$1.64M
Y-Intercept (Hong Kong) Ltd	47,604	$1.63M
Gsa Capital Partners LLP	44,280	$1.52M
HWG Holdings LP	36,043	$1.24M
Centiva Capital, LP	35,553	$1.22M
HighVista Strategies LLC	34,000	$1.17M
Magnetar Financial LLC	29,640	$1.02M
Twinbeech Capital LP	27,766	$951.5K
TD Asset Management Inc	26,916	$922.4K
DRW Securities, LLC	25,441	$883.4K
XTX Topco Ltd	17,794	$609.8K
CoreCommodity Management, LLC	17,439	$597.6K
FORA Capital, LLC	14,564	$499.1K
Petrus Trust Company, LTA	13,640	$467.4K
Ethic Inc.	12,496	$425.0K
Sanctuary Advisors, LLC	11,003	$377.1K
Kestra Investment Management, LLC	9,418	$337.4K
Prelude Capital Management, LLC	8,290	$284.1K
Aigen Investment Management, LP	8,213	$281.5K
Dynamic Technology Lab Private Ltd	8,180	$280.0K
Diametric Capital, LP	6,930	$237.5K
Ellevest, Inc.	6,662	$228.3K
Nebula Research & Development LLC	6,314	$216.4K
111 Capital	5,891	$201.9K
Montag A & Associates Inc	953	$32.7K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	804	$28.0K
Chung Wu Investment Group, LLC	300	$10.3K
US Bancorp	86	$2.95K
Private Wealth Management Group, LLC	35	$1.20K
Skopos Labs, Inc.	29	$994
MAI Capital Management	25	$857
Stephens Consulting, LLC	10	$343

Not filed for Q3 2025 yet (4)

Institutions that held Kodiak Gas Services, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Tyler-Stone Wealth Management	31,168	$1.07M
CIBC World Markets Corp	6,651	$227.9K
First Horizon Advisors, Inc.	130	$4.46K
Parkworth Wealth Management, Inc.	1	$34