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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
Wealth Enhancement Advisory Services, LLC0$00.00%−9,563−100.0%Sold out
Aristeia Capital LLC0$00.00%−7,601−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−7,420−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−6,255−100.0%Sold out
Sciencast Management LP0$00.00%−5,466−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−3,000−100.0%Sold out
Quarry LP0$00.00%−198−100.0%Sold out
High Note Wealth, LLC0$00.00%−48−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−24−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−2−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−12−100.0%Sold out
Summit Wealth Group LLC0$00.00%−7,287−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed
Wolverine Trading, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Point72 Europe (London) LLP––––Not filed
Hemington Wealth Management––––Not filed