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, Q4 2025
Institutional positions in Kodiak Gas Services, Inc. as of Dec 31, 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
- 282
- +34 vs. Q3 2025
- Shares held
- 90.8M
- −3.51M (−3.7%) vs. Q3 2025
- Total value
- $3.40B
- −$90.3M (−2.6%) vs. Q3 2025
- New holders
- 64
- 130 more added
- Sold out
- 30
- 64 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 409 | $7.88B |
| Q1 2026 | 329 | $5.23B |
| Q4 2025 | 282 | $3.40B |
| Q3 2025 | 253 | $3.49B |
| Q2 2025 | 246 | $2.17B |
| Q1 2025 | 228 | $2.13B |
| Q4 2024 | 211 | $2.01B |
| Q3 2024 | 165 | $936.3M |
| Q2 2024 | 143 | $610.4M |
| Q1 2024 | 123 | $536.3M |
| Q4 2023 | 102 | $388.0M |
| Q3 2023 | 79 | $334.6M |
| Q2 2023 | 53 | $300.8M |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,135,345 | $453.9M | 0.01% | +2,542,116+26.5% | Added |
| FMR LLC | 9,629,946 | $360.2M | 0.02% | +576,820+6.4% | Added |
| Invesco Ltd. | 7,593,274 | $284.0M | 0.03% | +1,287,485+20.4% | Added |
| Vanguard Group Inc | 6,170,360 | $230.8M | 0.00% | +1,559,172+33.8% | Added |
| Zimmer Partners, LP | 4,271,553 | $159.8M | 4.21% | +1,339,849+45.7% | Added |
| State Street Corp | 3,340,008 | $124.9M | 0.00% | +806,191+31.8% | Added |
| Dimensional Fund Advisors LP | 2,969,557 | $111.1M | 0.02% | +376,524+14.5% | Added |
| Price T Rowe Associates Inc | 2,323,602 | $86.9M | 0.01% | −79,409−3.3% | Reduced |
| Goldman Sachs Group Inc | 2,140,412 | $80.1M | 0.01% | +281,855+15.2% | Added |
| American Century Companies Inc | 2,055,846 | $76.9M | 0.04% | +204,524+11.0% | Added |
| Geode Capital Management, LLC | 1,931,154 | $72.2M | 0.00% | +411,017+27.0% | Added |
| CIBC Private Wealth Group, LLC | 1,471,663 | $55.0M | 0.09% | +1,424,888+3,046.3% | Added |
| Citadel Advisors LLC | 1,415,644 | $52.9M | 0.04% | +26,911+1.9% | Added |
| Nomura Asset Management International Inc. | 1,367,994 | $51.2M | 0.08% | +1,367,994 | New |
| Bank of America Corp | 1,318,604 | $49.3M | 0.00% | +611,802+86.6% | Added |
| Ghisallo Capital Management LLC | 1,200,000 | $44.9M | 2.00% | +950,000+380.0% | Added |
| Ripple Effect Asset Management LP | 1,096,000 | $41.0M | 32.73% | +676,000+161.0% | Added |
| Eagle Global Advisors LLC | 1,062,581 | $39.7M | 1.47% | +1,062,581 | New |
| UBS Group AG | 1,059,525 | $39.6M | 0.01% | −336,755−24.1% | Reduced |
| Deprince Race & Zollo Inc | 1,022,948 | $38.3M | 0.73% | +255,167+33.2% | Added |
| Two Sigma Investments, LP | 903,391 | $33.8M | 0.05% | −44,341−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 901,406 | $33.7M | 0.01% | +203,809+29.2% | Added |
| Point72 Asset Management, L.P. | 871,105 | $32.6M | 0.05% | +863,136+10,831.2% | Added |
| Bank of New York Mellon Corp | 805,366 | $30.1M | 0.01% | +155,758+24.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 799,826 | $29.9M | 0.04% | +205,148+34.5% | Added |
| Brookfield Asset Management Inc. | 788,373 | $29.5M | 0.04% | +143,906+22.3% | Added |
| Northern Trust Corp | 760,986 | $28.5M | 0.00% | +124,919+19.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 720,537 | $26.9M | 0.34% | −6,990−1.0% | Reduced |
| Two Sigma Advisers, LP | 719,000 | $26.9M | 0.05% | −230,300−24.3% | Reduced |
| Morgan Stanley | 697,140 | $26.1M | 0.00% | +257,769+58.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 676,824 | $25.3M | 0.03% | +676,824 | New |
| Yaupon Capital Management LP | 646,131 | $24.2M | 1.19% | −78,869−10.9% | Reduced |
| Augustine Asset Management Inc | 609,332 | $22.8M | 4.55% | −10.0% | Reduced |
| Webs Creek Capital Management LP | 576,000 | $21.5M | 3.86% | +576,000 | New |
| Renaissance Technologies LLC | 574,922 | $21.5M | 0.03% | +353,800+160.0% | Added |
| Principal Financial Group Inc | 523,733 | $19.6M | 0.01% | +124,692+31.2% | Added |
| Seven Grand Managers, LLC | 500,000 | $18.7M | 1.42% | +400,000+400.0% | Added |
| Aventail Capital Group, LP | 477,201 | $17.8M | 1.03% | +327,201+218.1% | Added |
| Duff & Phelps Investment Management Co | 462,123 | $17.3M | 0.20% | −10,613−2.2% | Reduced |
| Loomis Sayles & Co L P | 459,144 | $17.2M | 0.02% | +3,164+0.7% | Added |
| BNP Paribas Arbitrage, SA | 447,611 | $16.7M | 0.01% | +269,694+151.6% | Added |
| JPMorgan Chase & Co | 409,621 | $15.3M | 0.00% | +26,467+6.9% | Added |
| Alyeska Investment Group, L.P. | 388,211 | $14.5M | 0.04% | +63,211+19.4% | Added |
| Westend Capital Management, LLC | 363,230 | $13.6M | 3.81% | +363,230 | New |
| Royce & Associates LP | 309,140 | $11.6M | 0.12% | +11,370+3.8% | Added |
| Hiddenite Capital Partners LP | 300,000 | $11.2M | 5.79% | +300,000 | New |
| Public Sector Pension Investment Board | 287,604 | $10.8M | 0.04% | +30,874+12.0% | Added |
| Bridgewater Associates, LP | 283,235 | $10.6M | 0.04% | +118,457+71.9% | Added |
| Russell Investments Group, Ltd. | 247,893 | $9.27M | 0.01% | +64,428+35.1% | Added |
| HITE Hedge Asset Management LLC | 231,116 | $8.64M | 0.55% | −40,019−14.8% | Reduced |
| Victory Capital Management Inc | 218,683 | $8.18M | 0.00% | −862−0.4% | Reduced |
| Legal & General Group Plc | 213,290 | $7.98M | 0.00% | +34,299+19.2% | Added |
| HRT Financial LP | 209,234 | $7.83M | 0.02% | +209,234 | New |
| Citigroup Inc | 208,808 | $7.81M | 0.01% | +183,177+714.7% | Added |
| Rhumbline Advisers | 208,542 | $7.80M | 0.01% | +29,382+16.4% | Added |
| Covalis Capital LLP | 200,000 | $7.48M | 0.58% | +200,000 | New |
| Millennium Management LLC | 193,122 | $7.22M | 0.01% | +143,489+289.1% | Added |
| Orvieto Partners, L.P. | 183,481 | $6.86M | 5.71% | −17,200−8.6% | Reduced |
| Freestone Grove Partners LP | 178,030 | $6.66M | 0.05% | +84,204+89.7% | Added |
| Swiss National Bank | 168,900 | $6.32M | 0.00% | +32,200+23.6% | Added |
| UBS Asset Management Americas Inc | 165,263 | $6.18M | 0.00% | +33,167+25.1% | Added |
| Nuveen, LLC | 157,545 | $5.89M | 0.00% | +18,895+13.6% | Added |
| Viking Fund Management LLC | 157,000 | $5.87M | 0.68% | +30,000+23.6% | Added |
| Alden Global Capital LLC | 148,850 | $5.57M | 2.90% | −30,600−17.1% | Reduced |
| Susquehanna International Group, LLP | 141,157 | $5.28M | 0.01% | +63,503+81.8% | Added |
| Ameriprise Financial Inc | 139,929 | $5.23M | 0.00% | +20,598+17.3% | Added |
| Barclays PLC | 139,682 | $5.22M | 0.00% | +23,330+20.1% | Added |
| Trexquant Investment LP | 130,073 | $4.86M | 0.04% | −130,570−50.1% | Reduced |
| Pier Capital, LLC | 129,612 | $4.85M | 0.77% | −7,056−5.2% | Reduced |
| Baker Ellis Asset Management LLC | 129,556 | $4.85M | 0.58% | +1,702+1.3% | Added |
| First Trust Advisors LP | 127,549 | $4.77M | 0.00% | +15,603+13.9% | Added |
| Wealth High Governance Asset Management Ltda. | 122,052 | $4.56M | 0.82% | +122,052 | New |
| Wells Fargo & Company | 121,683 | $4.55M | 0.00% | +37,871+45.2% | Added |
| New York State Common Retirement Fund | 106,050 | $3.97M | 0.01% | +21,212+25.0% | Added |
| Lazard Asset Management LLC | 105,776 | $3.96M | 0.01% | +105,776 | New |
| Alliancebernstein L.P. | 103,849 | $3.88M | 0.00% | +30,649+41.9% | Added |
| Advisors Preferred, LLC | 101,006 | $3.80M | 0.62% | +101,006 | New |
| Maven Securities LTD | 100,000 | $3.74M | 0.48% | +87,406+694.0% | Added |
| Capricorn Fund Managers Ltd | 100,000 | $3.74M | 0.90% | +100,000 | New |
| King Luther Capital Management Corp | 99,703 | $3.73M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 98,925 | $3.70M | 0.00% | +20,489+26.1% | Added |
| Sit Investment Associates Inc | 95,450 | $3.57M | 0.07% | 00.0% | Unchanged |
| California State Teachers Retirement System | 90,690 | $3.39M | 0.00% | +36,088+66.1% | Added |
| Steward Partners Investment Advisory, LLC | 90,428 | $3.38M | 0.02% | +89,524+9,903.1% | Added |
| Ramirez Asset Management, Inc. | 86,970 | $3.25M | 0.43% | 00.0% | Unchanged |
| Atom Investors LP | 83,514 | $3.12M | 0.25% | +83,514 | New |
| Mercer Global Advisors Inc | 79,224 | $2.96M | 0.00% | +1,234+1.6% | Added |
| Verition Fund Management LLC | 78,800 | $2.95M | 0.02% | +46,000+140.2% | Added |
| BW Gestao de Investimentos Ltda. | 77,948 | $2.92M | 0.10% | +77,948 | New |
| Wealth High Governance Capital Ltda | 77,948 | $2.92M | 0.85% | +77,948 | New |
| Prudential Financial Inc | 77,590 | $2.90M | 0.00% | +11,815+18.0% | Added |
| Exchange Traded Concepts, LLC | 77,305 | $2.89M | 0.02% | +11,101+16.8% | Added |
| Man Group plc | 76,637 | $2.87M | 0.01% | −316,003−80.5% | Reduced |
| AQR Capital Management LLC | 75,236 | $2.81M | 0.00% | −38,587−33.9% | Reduced |
| NFJ Investment Group, LLC | 73,403 | $2.75M | 0.10% | +73,403 | New |
| Thrivent Financial for Lutherans | 73,163 | $2.74M | 0.00% | +9,631+15.2% | Added |
| Gotham Asset Management, LLC | 71,843 | $2.69M | 0.01% | +985+1.4% | Added |
| Aurora Investment Counsel | 67,192 | $2.51M | 1.32% | +397+0.6% | Added |
| Virginia Retirement Systems Et Al | 64,800 | $2.42M | 0.01% | −10,300−13.7% | Reduced |
| HighTower Advisors, LLC | 57,699 | $2.16M | 0.00% | +16,619+40.5% | Added |