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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
Alden Global Capital LLC179,450$6.63M3.88%+121,850+211.5%Added
Russell Investments Group, Ltd.183,465$6.78M0.01%+130,521+246.5%Added
Orvieto Partners, L.P.200,681$7.42M6.29%+10,000+5.2%Added
Voloridge Investment Management, LLC210,664$7.79M0.03%−347,987−62.3%Reduced
Victory Capital Management Inc219,545$8.12M0.01%−72,427−24.8%Reduced
Renaissance Technologies LLC221,122$8.17M0.01%−140,200−38.8%Reduced
Ghisallo Capital Management LLC250,000$9.24M0.30%−250,000−50.0%Reduced
Public Sector Pension Investment Board256,730$9.49M0.03%+256,730New
Trexquant Investment LP260,643$9.64M0.10%−49,104−15.9%Reduced
HITE Hedge Asset Management LLC271,135$10.0M0.54%−263,771−49.3%Reduced
Royce & Associates LP297,770$11.0M0.11%−6,820−2.2%Reduced
Royal Bank of Canada307,454$11.4M0.00%−112,191−26.7%Reduced
Alyeska Investment Group, L.P.325,000$12.0M0.04%+25,000+8.3%Added
Wellington Management Group LLP356,602$13.2M0.00%−489,257−57.8%Reduced
JPMorgan Chase & Co383,154$14.2M0.00%+272,685+246.8%Added
Man Group plc392,640$14.5M0.03%+216,731+123.2%Added
Principal Financial Group Inc399,041$14.8M0.01%+331,732+492.8%Added
Ripple Effect Asset Management LP420,000$15.5M8.94%+220,000+110.0%Added
Morgan Stanley439,371$16.2M0.00%−100,432−18.6%Reduced
Loomis Sayles & Co L P455,980$16.9M0.02%+75,866+20.0%Added
Duff & Phelps Investment Management Co472,736$17.5M0.20%−12,224−2.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.594,678$22.0M0.04%−22,473−3.6%Reduced
Burkehill Global Management, LP600,000$22.2M1.26%+300,000+100.0%Added
Augustine Asset Management Inc609,333$22.5M4.53%00.0%Unchanged
Balyasny Asset Management LLC631,801$23.4M0.05%+579,727+1,113.3%Added
Northern Trust Corp636,067$23.5M0.00%+177,687+38.8%Added
Brookfield Asset Management Inc.644,467$23.8M0.03%+644,467New
Bank of New York Mellon Corp649,608$24.0M0.00%+184,379+39.6%Added
Charles Schwab Investment Management Inc697,597$25.8M0.00%+276,303+65.6%Added
Bank of America Corp706,802$26.1M0.00%−13,645−1.9%Reduced
Voya Investment Management LLC714,197$26.4M0.03%−6,043−0.8%Reduced
Yaupon Capital Management LP725,000$26.8M1.38%+725,000New
Tortoise Capital Advisors, L.L.C.727,527$26.9M0.35%−7,962−1.1%Reduced
Deprince Race & Zollo Inc767,781$28.4M0.57%+767,781New
Two Sigma Investments, LP947,732$35.0M0.05%+310,540+48.7%Added
Two Sigma Advisers, LP949,300$35.1M0.07%+47,900+5.3%Added
Citadel Advisors LLC1,388,733$51.3M0.04%+1,370,737+7,616.9%Added
UBS Group AG1,396,280$51.6M0.01%+579,967+71.0%Added
Macquarie Group Ltd1,433,905$53.0M0.06%−119,370−7.7%Reduced
Geode Capital Management, LLC1,520,137$56.2M0.00%+436,387+40.3%Added
Encompass Capital Advisors LLC1,736,009$64.2M2.89%+646,253+59.3%Added
American Century Companies Inc1,851,322$68.4M0.03%+229,220+14.1%Added
Goldman Sachs Group Inc1,858,557$68.7M0.01%−989,789−34.7%Reduced
Price T Rowe Associates Inc2,403,011$88.8M0.01%+953,283+65.8%Added
State Street Corp2,533,817$93.7M0.00%+1,206,267+90.9%Added
Dimensional Fund Advisors LP2,593,033$95.9M0.02%+418,227+19.2%Added
Zimmer Partners, LP2,931,704$108.4M2.65%−1,362,648−31.7%Reduced
Vanguard Group Inc4,611,188$170.5M0.00%+1,348,357+41.3%Added
Invesco Ltd.6,305,789$233.1M0.04%+1,436,443+29.5%Added
FMR LLC9,053,126$334.7M0.02%+1,750,275+24.0%Added
BlackRock, Inc.9,593,229$354.7M0.01%+5,520,059+135.5%Added
EQT Fund Management S.a r.l.19,762,573$730.6M39.21%+19,762,573New
Summit Wealth Group LLC7,287––+7,287New
T. Rowe Price Investment Management, Inc.0$00.00%−1,558,405−100.0%Sold out
Merewether Investment Management, LP0$00.00%−1,185,125−100.0%Sold out
Walleye Capital LLC0$00.00%−401,983−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−392,084−100.0%Sold out
Blackstone Group Inc.0$00.00%−213,103−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−195,260−100.0%Sold out
Sourcerock Group LLC0$00.00%−181,237−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−178,513−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−170,391−100.0%Sold out
Engineers Gate Manager LP0$00.00%−158,356−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−142,219−100.0%Sold out
HSBC Holdings PLC0$00.00%−47,558−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−47,604−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−44,280−100.0%Sold out
HWG Holdings LP0$00.00%−36,043−100.0%Sold out
Centiva Capital, LP0$00.00%−35,553−100.0%Sold out
HighVista Strategies LLC0$00.00%−34,000−100.0%Sold out
Magnetar Financial LLC0$00.00%−29,640−100.0%Sold out
Twinbeech Capital LP0$00.00%−27,766−100.0%Sold out
TD Asset Management Inc0$00.00%−26,916−100.0%Sold out
DRW Securities, LLC0$00.00%−25,441−100.0%Sold out
XTX Topco Ltd0$00.00%−17,794−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−17,439−100.0%Sold out
FORA Capital, LLC0$00.00%−14,564−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−13,640−100.0%Sold out
Ethic Inc.0$00.00%−12,496−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−11,003−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−9,418−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−8,290−100.0%Sold out
Aigen Investment Management, LP0$00.00%−8,213−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,180−100.0%Sold out
Diametric Capital, LP0$00.00%−6,930−100.0%Sold out
Ellevest, Inc.0$00.00%−6,662−100.0%Sold out
Nebula Research & Development LLC0$00.00%−6,314−100.0%Sold out
111 Capital0$00.00%−5,891−100.0%Sold out
Montag A & Associates Inc0$00.00%−953−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−804−100.0%Sold out
Chung Wu Investment Group, LLC0$00.00%−300−100.0%Sold out
US Bancorp0$00.00%−86−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−35−100.0%Sold out
Skopos Labs, Inc.0$00.00%−29−100.0%Sold out
MAI Capital Management0$00.00%−25−100.0%Sold out
Stephens Consulting, LLC0$00.00%−10−100.0%Sold out
Tyler-Stone Wealth Management––––Not filed
CIBC World Markets Corp––––Not filed
First Horizon Advisors, Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed