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.

Q4 2025 vs. Q3 2025

How the institutions holding Kodiak Gas Services, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of KGS: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	253	5	282	+34
Shares	94.5M	113.0K	90.8M	−3.51M (−3.7%)
Value	$3.49B	$4.18M	$3.40B	−$90.3M (−2.6%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Kodiak Gas Services, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to KGS in Q4 2025
Institution	Shares	Value	% of portfolio
Nomura Asset Management International Inc.	1,367,994	$51.2M	0.08%
Eagle Global Advisors LLC	1,062,581	$39.7M	1.47%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	676,824	$25.3M	0.03%
Webs Creek Capital Management LP	576,000	$21.5M	3.86%
Westend Capital Management, LLC	363,230	$13.6M	3.81%
Hiddenite Capital Partners LP	300,000	$11.2M	5.79%
HRT Financial LP	209,234	$7.83M	0.02%
Covalis Capital LLP	200,000	$7.48M	0.58%
Wealth High Governance Asset Management Ltda.	122,052	$4.56M	0.82%
Lazard Asset Management LLC	105,776	$3.96M	0.01%
Advisors Preferred, LLC	101,006	$3.80M	0.62%
Capricorn Fund Managers Ltd	100,000	$3.74M	0.90%
Atom Investors LP	83,514	$3.12M	0.25%
BW Gestao de Investimentos Ltda.	77,948	$2.92M	0.10%
Wealth High Governance Capital Ltda	77,948	$2.92M	0.85%
NFJ Investment Group, LLC	73,403	$2.75M	0.10%
Jefferies Financial Group Inc.	55,618	$2.08M	0.02%
Cinctive Capital Management LP	50,468	$1.89M	0.11%
Riverwater Partners LLC	33,416	$1.25M	0.48%
Empowered Funds, LLC	31,742	$1.19M	0.02%
Norges Bank	31,208	$1.17M	0.00%
Fort Baker Capital Management LP	29,800	$1.11M	0.12%
Natixis	27,000	$1.01M	0.00%
Y-Intercept (Hong Kong) Ltd	25,351	$948.1K	0.02%
HSBC Holdings PLC	21,131	$788.0K	0.00%
Odyssean, LLC	20,582	$769.8K	0.55%
Simplex Trading, LLC	20,149	$753.6K	0.02%
Canada Pension Plan Investment Board	18,600	$695.6K	0.00%
Engineers Gate Manager LP	17,054	$637.8K	0.01%
Axq Capital, LP	16,615	$621.4K	0.14%
Blair William & Co	15,235	$569.8K	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	13,677	$511.5K	0.00%
Natixis Advisors, L.P.	13,468	$504.0K	0.00%
Uniplan Investment Counsel, Inc.	12,238	$457.7K	0.05%
FORA Capital, LLC	13,713	$413.0K	0.05%
Pursuit Wealth Management LLC	10,908	$407.9K	0.35%
Dynamic Technology Lab Private Ltd	10,447	$391.0K	0.09%
Stablepoint Partners, LLC	9,155	$342.4K	0.05%
Quantinno Capital Management LP	8,440	$315.7K	0.00%
MBM Wealth Consultants, LLC	8,234	$308.0K	0.07%
Gsa Capital Partners LLP	7,730	$289.0K	0.02%
Yorktown Management & Research Co Inc	7,500	$280.5K	0.22%
VARCOV Co.	7,285	$272.5K	0.11%
Xponance, Inc.	6,765	$253.0K	0.00%
Amundi	6,579	$246.1K	0.00%
Aigen Investment Management, LP	5,763	$215.5K	0.05%
CIBC World Markets Corp	5,594	$209.2K	0.00%
New Age Alpha Advisors, LLC	4,117	$154.0K	0.01%
University of Texas/Texas Am Investment Managment Co	3,496	$130.8K	0.02%
Pinnacle Wealth Planning Services, Inc.	1,397	$52.2K	0.01%
Smartleaf Asset Management LLC	395	$14.8K	0.00%
STRS Ohio	200	$7.48K	0.00%
Sankala Group LLC	105	$5.73K	0.00%
Aster Capital Management (DIFC) Ltd	143	$5.35K	0.00%
Keating Financial Advisory Services, Inc.	55	$2.06K	0.00%
Morse Asset Management, Inc	50	$1.87K	0.00%
Ares Financial Consulting, LLC	24	$898	0.00%
Ankerstar Wealth, LLC	14	$524	0.00%
Gilpin Wealth Management, LLC	8	$300	0.00%
TD Private Client Wealth LLC	7	$262	0.00%
Cedar Mountain Advisors, LLC	7	$262	0.00%
Godfrey Financial Associates, Inc.	4	$150	0.00%
SageView Advisory Group, LLC	2	$75	0.00%
Hughes Financial Services, LLC	2	$75	0.00%

Sold out (30)

Institutions that held Kodiak Gas Services, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of KGS in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
EQT Fund Management S.a r.l.	19,762,573	$730.6M
Encompass Capital Advisors LLC	1,736,009	$64.2M
Macquarie Group Ltd	1,433,905	$53.0M
Burkehill Global Management, LP	600,000	$22.2M
Voloridge Investment Management, LLC	210,664	$7.79M
Quantbot Technologies LP	160,503	$5.93M
Squarepoint Ops LLC	129,570	$4.79M
Algert Global LLC	60,930	$2.25M
Jackson Creek Investment Advisors LLC	50,455	$1.86M
Jane Street Group, LLC	31,766	$1.17M
Numerai GP LLC	31,068	$1.15M
SCP Investment, LP	16,800	$621.1K
Group One Trading, L.P.	15,428	$570.4K
Oxford Asset Management LLP	14,743	$545.0K
EntryPoint Capital, LLC	13,057	$482.7K
Cynosure Management, LLC	11,800	$436.2K
Bridgefront Capital, LLC	11,521	$425.9K
Schonfeld Strategic Advisors LLC	10,074	$372.4K
Wealth Enhancement Advisory Services, LLC	9,563	$330.1K
Aristeia Capital LLC	7,601	$281.0K
Teacher Retirement System of Texas	7,420	$274.3K
Graham Capital Management, L.P.	6,255	$231.2K
Sciencast Management LP	5,466	$202.1K
Salem Investment Counselors Inc	3,000	$110.9K
Quarry LP	198	$7.32K
High Note Wealth, LLC	48	$1.77K
Wealthspire Advisors, LLC	24	$887
Tortoise Investment Management, LLC	2	$74
Cloud Capital Management, LLC	12	$0
Summit Wealth Group LLC	7,287	–

Not filed for Q4 2025 yet (5)

Institutions that held Kodiak Gas Services, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	91,387	$3.38M
Wolverine Trading, LLC	13,941	$520.6K
CIBC Bancorp USA Inc.	7,182	$265.5K
Point72 Europe (London) LLP	409	$15.1K
Hemington Wealth Management	73	$2.00K