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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, 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.

Institutional holdersQ4 2025: 282 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 heldQ4 2025: $3.40B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q3 2025.

Institutions holding KGS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc95,450$3.57M0.07%00.0%Unchanged
Deutsche Bank AG98,925$3.70M0.00%+20,489+26.1%Added
King Luther Capital Management Corp99,703$3.73M0.02%00.0%Unchanged
Maven Securities LTD100,000$3.74M0.48%+87,406+694.0%Added
Capricorn Fund Managers Ltd100,000$3.74M0.90%+100,000New
Advisors Preferred, LLC101,006$3.80M0.62%+101,006New
Alliancebernstein L.P.103,849$3.88M0.00%+30,649+41.9%Added
Lazard Asset Management LLC105,776$3.96M0.01%+105,776New
New York State Common Retirement Fund106,050$3.97M0.01%+21,212+25.0%Added
Wells Fargo & Company121,683$4.55M0.00%+37,871+45.2%Added
Wealth High Governance Asset Management Ltda.122,052$4.56M0.82%+122,052New
First Trust Advisors LP127,549$4.77M0.00%+15,603+13.9%Added
Baker Ellis Asset Management LLC129,556$4.85M0.58%+1,702+1.3%Added
Pier Capital, LLC129,612$4.85M0.77%−7,056−5.2%Reduced
Trexquant Investment LP130,073$4.86M0.04%−130,570−50.1%Reduced
Barclays PLC139,682$5.22M0.00%+23,330+20.1%Added
Ameriprise Financial Inc139,929$5.23M0.00%+20,598+17.3%Added
Susquehanna International Group, LLP141,157$5.28M0.01%+63,503+81.8%Added
Alden Global Capital LLC148,850$5.57M2.90%−30,600−17.1%Reduced
Viking Fund Management LLC157,000$5.87M0.68%+30,000+23.6%Added
Nuveen, LLC157,545$5.89M0.00%+18,895+13.6%Added
UBS Asset Management Americas Inc165,263$6.18M0.00%+33,167+25.1%Added
Swiss National Bank168,900$6.32M0.00%+32,200+23.6%Added
Freestone Grove Partners LP178,030$6.66M0.05%+84,204+89.7%Added
Orvieto Partners, L.P.183,481$6.86M5.71%−17,200−8.6%Reduced
Millennium Management LLC193,122$7.22M0.01%+143,489+289.1%Added
Covalis Capital LLP200,000$7.48M0.58%+200,000New
Rhumbline Advisers208,542$7.80M0.01%+29,382+16.4%Added
Citigroup Inc208,808$7.81M0.01%+183,177+714.7%Added
HRT Financial LP209,234$7.83M0.02%+209,234New
Legal & General Group Plc213,290$7.98M0.00%+34,299+19.2%Added
Victory Capital Management Inc218,683$8.18M0.00%−862−0.4%Reduced
HITE Hedge Asset Management LLC231,116$8.64M0.55%−40,019−14.8%Reduced
Russell Investments Group, Ltd.247,893$9.27M0.01%+64,428+35.1%Added
Bridgewater Associates, LP283,235$10.6M0.04%+118,457+71.9%Added
Public Sector Pension Investment Board287,604$10.8M0.04%+30,874+12.0%Added
Hiddenite Capital Partners LP300,000$11.2M5.79%+300,000New
Royce & Associates LP309,140$11.6M0.12%+11,370+3.8%Added
Westend Capital Management, LLC363,230$13.6M3.81%+363,230New
Alyeska Investment Group, L.P.388,211$14.5M0.04%+63,211+19.4%Added
JPMorgan Chase & Co409,621$15.3M0.00%+26,467+6.9%Added
BNP Paribas Arbitrage, SA447,611$16.7M0.01%+269,694+151.6%Added
Loomis Sayles & Co L P459,144$17.2M0.02%+3,164+0.7%Added
Duff & Phelps Investment Management Co462,123$17.3M0.20%−10,613−2.2%Reduced
Aventail Capital Group, LP477,201$17.8M1.03%+327,201+218.1%Added
Seven Grand Managers, LLC500,000$18.7M1.42%+400,000+400.0%Added
Principal Financial Group Inc523,733$19.6M0.01%+124,692+31.2%Added
Renaissance Technologies LLC574,922$21.5M0.03%+353,800+160.0%Added
Webs Creek Capital Management LP576,000$21.5M3.86%+576,000New
Augustine Asset Management Inc609,332$22.8M4.55%−10.0%Reduced
Yaupon Capital Management LP646,131$24.2M1.19%−78,869−10.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.676,824$25.3M0.03%+676,824New
Morgan Stanley697,140$26.1M0.00%+257,769+58.7%Added
Two Sigma Advisers, LP719,000$26.9M0.05%−230,300−24.3%Reduced
Tortoise Capital Advisors, L.L.C.720,537$26.9M0.34%−6,990−1.0%Reduced
Northern Trust Corp760,986$28.5M0.00%+124,919+19.6%Added
Brookfield Asset Management Inc.788,373$29.5M0.04%+143,906+22.3%Added
Mirae Asset Global ETFs Holdings Ltd.799,826$29.9M0.04%+205,148+34.5%Added
Bank of New York Mellon Corp805,366$30.1M0.01%+155,758+24.0%Added
Point72 Asset Management, L.P.871,105$32.6M0.05%+863,136+10,831.2%Added
Charles Schwab Investment Management Inc901,406$33.7M0.01%+203,809+29.2%Added
Two Sigma Investments, LP903,391$33.8M0.05%−44,341−4.7%Reduced
Deprince Race & Zollo Inc1,022,948$38.3M0.73%+255,167+33.2%Added
UBS Group AG1,059,525$39.6M0.01%−336,755−24.1%Reduced
Eagle Global Advisors LLC1,062,581$39.7M1.47%+1,062,581New
Ripple Effect Asset Management LP1,096,000$41.0M32.73%+676,000+161.0%Added
Ghisallo Capital Management LLC1,200,000$44.9M2.00%+950,000+380.0%Added
Bank of America Corp1,318,604$49.3M0.00%+611,802+86.6%Added
Nomura Asset Management International Inc.1,367,994$51.2M0.08%+1,367,994New
Citadel Advisors LLC1,415,644$52.9M0.04%+26,911+1.9%Added
CIBC Private Wealth Group, LLC1,471,663$55.0M0.09%+1,424,888+3,046.3%Added
Geode Capital Management, LLC1,931,154$72.2M0.00%+411,017+27.0%Added
American Century Companies Inc2,055,846$76.9M0.04%+204,524+11.0%Added
Goldman Sachs Group Inc2,140,412$80.1M0.01%+281,855+15.2%Added
Price T Rowe Associates Inc2,323,602$86.9M0.01%−79,409−3.3%Reduced
Dimensional Fund Advisors LP2,969,557$111.1M0.02%+376,524+14.5%Added
State Street Corp3,340,008$124.9M0.00%+806,191+31.8%Added
Zimmer Partners, LP4,271,553$159.8M4.21%+1,339,849+45.7%Added
Vanguard Group Inc6,170,360$230.8M0.00%+1,559,172+33.8%Added
Invesco Ltd.7,593,274$284.0M0.03%+1,287,485+20.4%Added
FMR LLC9,629,946$360.2M0.02%+576,820+6.4%Added
BlackRock, Inc.12,135,345$453.9M0.01%+2,542,116+26.5%Added
EQT Fund Management S.a r.l.0$00.00%−19,762,573−100.0%Sold out
Encompass Capital Advisors LLC0$00.00%−1,736,009−100.0%Sold out
Macquarie Group Ltd0$00.00%−1,433,905−100.0%Sold out
Burkehill Global Management, LP0$00.00%−600,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−210,664−100.0%Sold out
Quantbot Technologies LP0$00.00%−160,503−100.0%Sold out
Squarepoint Ops LLC0$00.00%−129,570−100.0%Sold out
Algert Global LLC0$00.00%−60,930−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−50,455−100.0%Sold out
Jane Street Group, LLC0$00.00%−31,766−100.0%Sold out
Numerai GP LLC0$00.00%−31,068−100.0%Sold out
SCP Investment, LP0$00.00%−16,800−100.0%Sold out
Group One Trading, L.P.0$00.00%−15,428−100.0%Sold out
Oxford Asset Management LLP0$00.00%−14,743−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−13,057−100.0%Sold out
Cynosure Management, LLC0$00.00%−11,800−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−11,521−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−10,074−100.0%Sold out