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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 11,342 | $424.2K | 0.00% | +2,793+32.7% | Added |
| Maryland State Retirement & Pension System | 12,134 | $453.8K | 0.01% | +2,672+28.2% | Added |
| Uniplan Investment Counsel, Inc. | 12,238 | $457.7K | 0.05% | +12,238 | New |
| Royal Bank of Canada | 12,806 | $479.0K | 0.00% | −294,648−95.8% | Reduced |
| Wellington Shields & Co., LLC | 13,000 | $486.2K | 0.12% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,471 | $502.4K | 0.00% | +3,552+35.8% | Added |
| Natixis Advisors, L.P. | 13,468 | $504.0K | 0.00% | +13,468 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,677 | $511.5K | 0.00% | +13,677 | New |
| Raymond James Financial Inc | 13,764 | $514.8K | 0.00% | +5,316+62.9% | Added |
| Cresset Asset Management, LLC | 13,885 | $519.3K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 13,995 | $523.4K | 0.00% | −121−0.9% | Reduced |
| Pictet Asset Management Holding SA | 14,343 | $536.4K | 0.00% | +6,678+87.1% | Added |
| Voya Investment Management LLC | 14,961 | $559.5K | 0.00% | −699,236−97.9% | Reduced |
| Blair William & Co | 15,235 | $569.8K | 0.00% | +15,235 | New |
| Profund Advisors LLC | 15,252 | $570.4K | 0.02% | +590+4.0% | Added |
| SEI Investments Co | 15,703 | $587.3K | 0.00% | −2,630−14.3% | Reduced |
| United Advisor Group, LLC | 15,817 | $591.6K | 0.08% | +304+2.0% | Added |
| ProShare Advisors LLC | 16,404 | $613.5K | 0.00% | +3,737+29.5% | Added |
| Wellington Shields Capital Management, LLC | 16,600 | $620.8K | 0.09% | −3,000−15.3% | Reduced |
| Axq Capital, LP | 16,615 | $621.4K | 0.14% | +16,615 | New |
| Engineers Gate Manager LP | 17,054 | $637.8K | 0.01% | +17,054 | New |
| Captrust Financial Advisors | 17,259 | $645.5K | 0.00% | −787−4.4% | Reduced |
| Huber Capital Management LLC | 17,400 | $650.8K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,536 | $655.9K | 0.00% | −63−0.4% | Reduced |
| CWM, LLC | 17,561 | $657.0K | 0.00% | −223−1.3% | Reduced |
| Chesapeake Capital Corp | 18,188 | $680.2K | 0.57% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 18,600 | $695.6K | 0.00% | +7,100+61.7% | Added |
| Canada Pension Plan Investment Board | 18,600 | $695.6K | 0.00% | +18,600 | New |
| Oregon Public Employees Retirement Fund | 19,000 | $710.6K | 0.01% | +4,200+28.4% | Added |
| Stifel Financial Corp | 19,799 | $740.5K | 0.00% | +1,709+9.4% | Added |
| Simplex Trading, LLC | 20,149 | $753.6K | 0.02% | +20,149 | New |
| Comerica Bank | 20,499 | $766.7K | 0.00% | +357+1.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,576 | $769.5K | 0.00% | +3,815+22.8% | Added |
| Odyssean, LLC | 20,582 | $769.8K | 0.55% | +20,582 | New |
| HSBC Holdings PLC | 21,131 | $788.0K | 0.00% | +21,131 | New |
| Mutual Advisors, LLC | 21,707 | $811.8K | 0.02% | −2,329−9.7% | Reduced |
| Mariner, LLC | 22,461 | $840.0K | 0.00% | −1,391−5.8% | Reduced |
| SG Americas Securities, LLC | 22,767 | $851.0K | 0.00% | −32,495−58.8% | Reduced |
| Yousif Capital Management, LLC | 22,337 | $856.6K | 0.01% | +2,129+10.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,161 | $866.2K | 0.01% | +4,687+25.4% | Added |
| Cetera Investment Advisers | 23,571 | $881.6K | 0.00% | +1,981+9.2% | Added |
| Argentarii, LLC | 23,620 | $883.4K | 0.30% | +17,620+293.7% | Added |
| Van Eck Associates Corp | 23,640 | $884.0K | 0.00% | +209+0.9% | Added |
| Arizona State Retirement System | 23,829 | $891.2K | 0.00% | +3,313+16.1% | Added |
| Amalgamated Bank | 24,201 | $905.0K | 0.01% | +5,833+31.8% | Added |
| Balyasny Asset Management LLC | 24,217 | $905.7K | 0.00% | −607,584−96.2% | Reduced |
| Creative Planning | 24,895 | $931.1K | 0.00% | +2,086+9.1% | Added |
| Credit Agricole S A | 25,299 | $946.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 25,351 | $948.1K | 0.02% | +25,351 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,221 | $980.7K | 0.00% | +10,818+70.2% | Added |
| Kestra Private Wealth Services, LLC | 26,259 | $982.1K | 0.01% | +890+3.5% | Added |
| Natixis | 27,000 | $1.01M | 0.00% | +27,000 | New |
| Fox Run Management, L.L.C. | 27,370 | $1.02M | 0.16% | +18,538+209.9% | Added |
| Jump Financial, LLC | 29,100 | $1.09M | 0.01% | −119,507−80.4% | Reduced |
| Franklin Resources Inc | 29,730 | $1.11M | 0.00% | −18,270−38.1% | Reduced |
| Fort Baker Capital Management LP | 29,800 | $1.11M | 0.12% | +29,800 | New |
| Norges Bank | 31,208 | $1.17M | 0.00% | +31,208 | New |
| Empowered Funds, LLC | 31,742 | $1.19M | 0.02% | +31,742 | New |
| New York State Teachers Retirement System | 31,829 | $1.19M | 0.00% | +18,793+144.2% | Added |
| State of Tennessee, Treasury Department | 28,736 | $1.21M | 0.00% | +16,495+134.8% | Added |
| Wellington Management Group LLP | 32,756 | $1.23M | 0.00% | −323,846−90.8% | Reduced |
| Riverwater Partners LLC | 33,416 | $1.25M | 0.48% | +33,416 | New |
| Rockefeller Capital Management L.P. | 33,767 | $1.26M | 0.00% | +24,459+262.8% | Added |
| LPL Financial LLC | 36,547 | $1.37M | 0.00% | +6,417+21.3% | Added |
| Janus Henderson Group PLC | 36,681 | $1.37M | 0.00% | +6,600+21.9% | Added |
| Manufacturers Life Insurance Company, The | 37,410 | $1.40M | 0.00% | +4,097+12.3% | Added |
| Illinois Municipal Retirement Fund | 38,044 | $1.42M | 0.02% | +15,596+69.5% | Added |
| Louisiana State Employees Retirement System | 38,100 | $1.42M | 0.02% | +7,800+25.7% | Added |
| Intech Investment Management LLC | 38,800 | $1.45M | 0.01% | +8,371+27.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 39,343 | $1.47M | 0.04% | +1,230+3.2% | Added |
| Toroso Investments, LLC | 40,073 | $1.50M | 0.01% | +1,647+4.3% | Added |
| Kayne Anderson Capital Advisors LP | 41,035 | $1.53M | 0.03% | −864−2.1% | Reduced |
| State of Alaska, Department of Revenue | 45,452 | $1.70M | 0.02% | +9,305+25.7% | Added |
| MetLife Investment Management | 47,161 | $1.76M | 0.01% | +8,264+21.2% | Added |
| Crown Advisors Management, Inc. | 50,000 | $1.87M | 1.23% | 00.0% | Unchanged |
| Boston Partners | 50,297 | $1.88M | 0.00% | −2,324−4.4% | Reduced |
| Cinctive Capital Management LP | 50,468 | $1.89M | 0.11% | +50,468 | New |
| Pacer Advisors, Inc. | 51,175 | $1.91M | 0.00% | −3,981−7.2% | Reduced |
| Boothbay Fund Management, LLC | 51,732 | $1.93M | 0.05% | −51,130−49.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 52,749 | $1.97M | 0.01% | +18,000+51.8% | Added |
| Jefferies Financial Group Inc. | 55,618 | $2.08M | 0.02% | +55,618 | New |
| TSA Wealth Managment LLC | 55,678 | $2.08M | 0.69% | −12,447−18.3% | Reduced |
| HighTower Advisors, LLC | 57,699 | $2.16M | 0.00% | +16,619+40.5% | Added |
| Virginia Retirement Systems Et Al | 64,800 | $2.42M | 0.01% | −10,300−13.7% | Reduced |
| Aurora Investment Counsel | 67,192 | $2.51M | 1.32% | +397+0.6% | Added |
| Gotham Asset Management, LLC | 71,843 | $2.69M | 0.01% | +985+1.4% | Added |
| Thrivent Financial for Lutherans | 73,163 | $2.74M | 0.00% | +9,631+15.2% | Added |
| NFJ Investment Group, LLC | 73,403 | $2.75M | 0.10% | +73,403 | New |
| AQR Capital Management LLC | 75,236 | $2.81M | 0.00% | −38,587−33.9% | Reduced |
| Man Group plc | 76,637 | $2.87M | 0.01% | −316,003−80.5% | Reduced |
| Exchange Traded Concepts, LLC | 77,305 | $2.89M | 0.02% | +11,101+16.8% | Added |
| Prudential Financial Inc | 77,590 | $2.90M | 0.00% | +11,815+18.0% | 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 |
| Verition Fund Management LLC | 78,800 | $2.95M | 0.02% | +46,000+140.2% | Added |
| Mercer Global Advisors Inc | 79,224 | $2.96M | 0.00% | +1,234+1.6% | Added |
| Atom Investors LP | 83,514 | $3.12M | 0.25% | +83,514 | New |
| Ramirez Asset Management, Inc. | 86,970 | $3.25M | 0.43% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 90,428 | $3.38M | 0.02% | +89,524+9,903.1% | Added |
| California State Teachers Retirement System | 90,690 | $3.39M | 0.00% | +36,088+66.1% | Added |