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 |
|---|---|---|---|---|---|
| TSA Wealth Managment LLC | 55,678 | $2.08M | 0.69% | −12,447−18.3% | Reduced |
| Jefferies Financial Group Inc. | 55,618 | $2.08M | 0.02% | +55,618 | New |
| Teachers Retirement System of the State of Kentucky | 52,749 | $1.97M | 0.01% | +18,000+51.8% | Added |
| Boothbay Fund Management, LLC | 51,732 | $1.93M | 0.05% | −51,130−49.7% | Reduced |
| Pacer Advisors, Inc. | 51,175 | $1.91M | 0.00% | −3,981−7.2% | Reduced |
| Cinctive Capital Management LP | 50,468 | $1.89M | 0.11% | +50,468 | New |
| Boston Partners | 50,297 | $1.88M | 0.00% | −2,324−4.4% | Reduced |
| Crown Advisors Management, Inc. | 50,000 | $1.87M | 1.23% | 00.0% | Unchanged |
| MetLife Investment Management | 47,161 | $1.76M | 0.01% | +8,264+21.2% | Added |
| State of Alaska, Department of Revenue | 45,452 | $1.70M | 0.02% | +9,305+25.7% | Added |
| Kayne Anderson Capital Advisors LP | 41,035 | $1.53M | 0.03% | −864−2.1% | Reduced |
| Toroso Investments, LLC | 40,073 | $1.50M | 0.01% | +1,647+4.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 39,343 | $1.47M | 0.04% | +1,230+3.2% | Added |
| Intech Investment Management LLC | 38,800 | $1.45M | 0.01% | +8,371+27.5% | Added |
| Louisiana State Employees Retirement System | 38,100 | $1.42M | 0.02% | +7,800+25.7% | Added |
| Illinois Municipal Retirement Fund | 38,044 | $1.42M | 0.02% | +15,596+69.5% | Added |
| Manufacturers Life Insurance Company, The | 37,410 | $1.40M | 0.00% | +4,097+12.3% | Added |
| Janus Henderson Group PLC | 36,681 | $1.37M | 0.00% | +6,600+21.9% | Added |
| LPL Financial LLC | 36,547 | $1.37M | 0.00% | +6,417+21.3% | Added |
| Rockefeller Capital Management L.P. | 33,767 | $1.26M | 0.00% | +24,459+262.8% | Added |
| Riverwater Partners LLC | 33,416 | $1.25M | 0.48% | +33,416 | New |
| Wellington Management Group LLP | 32,756 | $1.23M | 0.00% | −323,846−90.8% | Reduced |
| State of Tennessee, Treasury Department | 28,736 | $1.21M | 0.00% | +16,495+134.8% | Added |
| New York State Teachers Retirement System | 31,829 | $1.19M | 0.00% | +18,793+144.2% | Added |
| Empowered Funds, LLC | 31,742 | $1.19M | 0.02% | +31,742 | New |
| Norges Bank | 31,208 | $1.17M | 0.00% | +31,208 | New |
| Fort Baker Capital Management LP | 29,800 | $1.11M | 0.12% | +29,800 | New |
| Franklin Resources Inc | 29,730 | $1.11M | 0.00% | −18,270−38.1% | Reduced |
| Jump Financial, LLC | 29,100 | $1.09M | 0.01% | −119,507−80.4% | Reduced |
| Fox Run Management, L.L.C. | 27,370 | $1.02M | 0.16% | +18,538+209.9% | Added |
| Natixis | 27,000 | $1.01M | 0.00% | +27,000 | New |
| Kestra Private Wealth Services, LLC | 26,259 | $982.1K | 0.01% | +890+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,221 | $980.7K | 0.00% | +10,818+70.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,351 | $948.1K | 0.02% | +25,351 | New |
| Credit Agricole S A | 25,299 | $946.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 24,895 | $931.1K | 0.00% | +2,086+9.1% | Added |
| Balyasny Asset Management LLC | 24,217 | $905.7K | 0.00% | −607,584−96.2% | Reduced |
| Amalgamated Bank | 24,201 | $905.0K | 0.01% | +5,833+31.8% | Added |
| Arizona State Retirement System | 23,829 | $891.2K | 0.00% | +3,313+16.1% | Added |
| Van Eck Associates Corp | 23,640 | $884.0K | 0.00% | +209+0.9% | Added |
| Argentarii, LLC | 23,620 | $883.4K | 0.30% | +17,620+293.7% | Added |
| Cetera Investment Advisers | 23,571 | $881.6K | 0.00% | +1,981+9.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,161 | $866.2K | 0.01% | +4,687+25.4% | Added |
| Yousif Capital Management, LLC | 22,337 | $856.6K | 0.01% | +2,129+10.5% | Added |
| SG Americas Securities, LLC | 22,767 | $851.0K | 0.00% | −32,495−58.8% | Reduced |
| Mariner, LLC | 22,461 | $840.0K | 0.00% | −1,391−5.8% | Reduced |
| Mutual Advisors, LLC | 21,707 | $811.8K | 0.02% | −2,329−9.7% | Reduced |
| HSBC Holdings PLC | 21,131 | $788.0K | 0.00% | +21,131 | New |
| Odyssean, LLC | 20,582 | $769.8K | 0.55% | +20,582 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,576 | $769.5K | 0.00% | +3,815+22.8% | Added |
| Comerica Bank | 20,499 | $766.7K | 0.00% | +357+1.8% | Added |
| Simplex Trading, LLC | 20,149 | $753.6K | 0.02% | +20,149 | New |
| Stifel Financial Corp | 19,799 | $740.5K | 0.00% | +1,709+9.4% | Added |
| Oregon Public Employees Retirement Fund | 19,000 | $710.6K | 0.01% | +4,200+28.4% | Added |
| 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 |
| Chesapeake Capital Corp | 18,188 | $680.2K | 0.57% | 00.0% | Unchanged |
| CWM, LLC | 17,561 | $657.0K | 0.00% | −223−1.3% | Reduced |
| Kestra Advisory Services, LLC | 17,536 | $655.9K | 0.00% | −63−0.4% | Reduced |
| Huber Capital Management LLC | 17,400 | $650.8K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,259 | $645.5K | 0.00% | −787−4.4% | Reduced |
| Engineers Gate Manager LP | 17,054 | $637.8K | 0.01% | +17,054 | New |
| Axq Capital, LP | 16,615 | $621.4K | 0.14% | +16,615 | New |
| Wellington Shields Capital Management, LLC | 16,600 | $620.8K | 0.09% | −3,000−15.3% | Reduced |
| ProShare Advisors LLC | 16,404 | $613.5K | 0.00% | +3,737+29.5% | Added |
| United Advisor Group, LLC | 15,817 | $591.6K | 0.08% | +304+2.0% | Added |
| SEI Investments Co | 15,703 | $587.3K | 0.00% | −2,630−14.3% | Reduced |
| Profund Advisors LLC | 15,252 | $570.4K | 0.02% | +590+4.0% | Added |
| Blair William & Co | 15,235 | $569.8K | 0.00% | +15,235 | New |
| Voya Investment Management LLC | 14,961 | $559.5K | 0.00% | −699,236−97.9% | Reduced |
| Pictet Asset Management Holding SA | 14,343 | $536.4K | 0.00% | +6,678+87.1% | Added |
| Great Lakes Advisors, LLC | 13,995 | $523.4K | 0.00% | −121−0.9% | Reduced |
| Cresset Asset Management, LLC | 13,885 | $519.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,764 | $514.8K | 0.00% | +5,316+62.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,677 | $511.5K | 0.00% | +13,677 | New |
| Natixis Advisors, L.P. | 13,468 | $504.0K | 0.00% | +13,468 | New |
| Mackenzie Financial Corp | 13,471 | $502.4K | 0.00% | +3,552+35.8% | Added |
| Wellington Shields & Co., LLC | 13,000 | $486.2K | 0.12% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,806 | $479.0K | 0.00% | −294,648−95.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 12,238 | $457.7K | 0.05% | +12,238 | New |
| Maryland State Retirement & Pension System | 12,134 | $453.8K | 0.01% | +2,672+28.2% | Added |
| Guggenheim Capital LLC | 11,342 | $424.2K | 0.00% | +2,793+32.7% | Added |
| FORA Capital, LLC | 13,713 | $413.0K | 0.05% | +13,713 | New |
| Pursuit Wealth Management LLC | 10,908 | $407.9K | 0.35% | +10,908 | New |
| Castleark Management LLC | 10,580 | $395.7K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,447 | $391.0K | 0.09% | +10,447 | New |
| Umb Bank N A | 10,377 | $388.1K | 0.01% | +166+1.6% | Added |
| Sandia Investment Management LP | 10,000 | $374.0K | 0.93% | −5,000−33.3% | Reduced |
| State of Wisconsin Investment Board | 9,764 | $365.2K | 0.00% | −22,441−69.7% | Reduced |
| Mutual of America Capital Management LLC | 9,499 | $355.3K | 0.00% | +2,127+28.9% | Added |
| Advisory Services Network, LLC | 9,300 | $347.8K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,299 | $347.8K | 0.00% | −89−0.9% | Reduced |
| Stablepoint Partners, LLC | 9,155 | $342.4K | 0.05% | +9,155 | New |
| Meeder Asset Management Inc | 8,665 | $324.1K | 0.02% | −85,946−90.8% | Reduced |
| Quantinno Capital Management LP | 8,440 | $315.7K | 0.00% | +8,440 | New |
| MBM Wealth Consultants, LLC | 8,234 | $308.0K | 0.07% | +8,234 | New |
| Versor Investments LP | 8,043 | $300.8K | 0.05% | −24,557−75.3% | Reduced |
| Quest Partners LLC | 7,819 | $292.4K | 0.02% | +7,679+5,485.0% | Added |
| Round Rock Advisors, LLC | 7,776 | $290.8K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,730 | $289.0K | 0.02% | +7,730 | New |