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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, Q1 2026

Institutional positions in Kodiak Gas Services, Inc. as of Mar 31, 2026. 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
329
+55 vs. Q4 2025
Shares held
89.8M
+6.65M (+8.0%) vs. Q4 2025
Total value
$5.23B
+$2.12B (+68.3%) vs. Q4 2025
New holders
98
122 more added
Sold out
43
79 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 329 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 heldQ1 2026: $5.23B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q4 2025.

Institutions holding KGS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.12,309,013$717.9M0.01%+173,668+1.4%Added
Invesco Ltd.8,184,981$477.3M0.05%+591,707+7.8%Added
FMR LLC4,563,701$266.2M0.01%−5,066,245−52.6%Reduced
Vanguard Capital Management LLC3,722,454$217.1M0.01%+3,722,454New
State Street Corp3,432,837$200.2M0.01%+92,829+2.8%Added
Dimensional Fund Advisors LP3,105,555$181.1M0.04%+135,998+4.6%Added
American Century Companies Inc2,447,040$142.7M0.07%+391,194+19.0%Added
Zimmer Partners, LP2,381,916$138.9M3.41%−1,889,637−44.2%Reduced
Goldman Sachs Group Inc2,114,293$123.3M0.02%−26,119−1.2%Reduced
Price T Rowe Associates Inc2,050,175$119.6M0.01%−273,427−11.8%Reduced
Geode Capital Management, LLC1,992,725$116.2M0.01%+61,571+3.2%Added
Vanguard Portfolio Management LLC1,932,736$112.7M0.01%+1,932,736New
Citadel Advisors LLC1,904,807$111.1M0.08%+489,163+34.6%Added
Two Sigma Investments, LP1,796,988$104.8M0.09%+893,597+98.9%Added
Bank of America Corp1,537,818$89.7M0.01%+219,214+16.6%Added
Nomura Asset Management International Inc.1,492,731$87.1M0.15%+124,737+9.1%Added
Wellington Management Group LLP1,314,431$76.7M0.01%+1,281,675+3,912.8%Added
140 Summer Partners LP1,295,922$75.6M6.67%+1,295,922New
Mirae Asset Global ETFs Holdings Ltd.951,316$55.5M0.08%+151,490+18.9%Added
Charles Schwab Investment Management Inc943,419$55.0M0.01%+42,013+4.7%Added
Eagle Global Advisors LLC930,790$54.3M1.96%−131,791−12.4%Reduced
Morgan Stanley930,115$54.2M0.00%+232,975+33.4%Added
Deprince Race & Zollo Inc901,371$52.6M0.99%−121,577−11.9%Reduced
UBS Group AG886,199$51.7M0.01%−173,326−16.4%Reduced
Ameriprise Financial Inc877,457$51.2M0.01%+737,528+527.1%Added
BNP Paribas Arbitrage, SA844,752$49.3M0.03%+397,141+88.7%Added
Renaissance Technologies LLC838,622$48.9M0.08%+263,700+45.9%Added
Bank of New York Mellon Corp803,417$46.9M0.01%−1,949−0.2%Reduced
Northern Trust Corp783,911$45.7M0.01%+22,925+3.0%Added
Tortoise Capital Advisors, L.L.C.726,247$42.4M0.44%+5,710+0.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.695,485$40.6M0.05%+18,661+2.8%Added
SG Americas Securities, LLC635,705$37.1M0.04%+612,938+2,692.2%Added
Kayne Anderson Capital Advisors LP622,969$36.3M0.70%+581,934+1,418.1%Added
Augustine Asset Management Inc609,394$35.5M8.00%+620.0%Added
Barclays PLC596,542$34.8M0.01%+456,860+327.1%Added
Vanguard Fiduciary Trust Co581,971$33.9M0.01%+581,971New
CIBC Bancorp USA Inc.578,872$33.8M0.05%+578,872New
Principal Financial Group Inc548,019$32.0M0.02%+24,286+4.6%Added
Public Sector Pension Investment Board528,431$30.8M0.10%+240,827+83.7%Added
Ghisallo Capital Management LLC500,000$29.2M0.80%−700,000−58.3%Reduced
Nuveen, LLC470,862$27.5M0.01%+313,317+198.9%Added
JPMorgan Chase & Co477,133$27.4M0.00%+67,512+16.5%Added
Ripple Effect Asset Management LP458,000$26.7M18.60%−638,000−58.2%Reduced
Loomis Sayles & Co L P443,304$25.9M0.03%−15,840−3.4%Reduced
Citigroup Inc413,035$24.1M0.02%+204,227+97.8%Added
Federated Hermes, Inc.406,217$23.7M0.04%+406,215+20,310,750.0%Added
Walleye Capital LLC400,284$23.3M0.14%+400,284New
Franklin Resources Inc395,283$23.1M0.01%+365,553+1,229.6%Added
Steadfast Capital Management LP385,666$22.5M0.85%+385,666New
Westend Capital Management, LLC369,535$21.6M6.47%+6,305+1.7%Added
Duff & Phelps Investment Management Co349,051$20.4M0.21%−113,072−24.5%Reduced
Royce & Associates LP337,031$19.7M0.19%+27,891+9.0%Added
Holocene Advisors, LP321,595$18.8M0.05%+321,595New
Hawk Ridge Capital Management LP303,800$17.7M0.64%+303,800New
Brookfield Asset Management Inc.278,137$16.2M0.02%−510,236−64.7%Reduced
Millennium Management LLC263,238$15.4M0.01%+70,116+36.3%Added
Connor, Clark & Lunn Investment Management Ltd.260,440$15.2M0.03%+260,440New
Aventail Capital Group, LP253,721$14.8M0.72%−223,480−46.8%Reduced
Seven Grand Managers, LLC250,000$14.6M0.97%−250,000−50.0%Reduced
Marshall Wace, LLP242,829$14.2M0.02%+242,829New
Rhumbline Advisers217,239$12.7M0.01%+8,697+4.2%Added
Victory Capital Management Inc214,349$12.5M0.01%−4,334−2.0%Reduced
Alyeska Investment Group, L.P.213,940$12.5M0.04%−174,271−44.9%Reduced
Legal & General Group Plc202,116$11.8M0.00%−11,174−5.2%Reduced
First Trust Advisors LP195,759$11.4M0.01%+68,210+53.5%Added
Freestone Grove Partners LP192,471$11.2M0.08%+14,441+8.1%Added
Russell Investments Group, Ltd.191,148$11.1M0.01%−56,745−22.9%Reduced
D. E. Shaw & Co., Inc.188,189$11.0M0.01%+188,189New
UBS Asset Management Americas Inc180,129$10.5M0.00%+14,866+9.0%Added
HWG Holdings LP178,669$10.4M2.75%+178,669New
Pinnbrook Capital Management LP174,847$10.2M8.33%+174,847New
Swiss National Bank169,500$9.89M0.01%+600+0.4%Added
Viking Fund Management LLC157,000$9.16M0.94%00.0%Unchanged
Bridgewater Associates, LP153,457$8.95M0.04%−129,778−45.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund152,998$8.92M0.01%+152,998New
Ruffer LLP147,870$8.65M0.35%+147,870New
Voloridge Investment Management, LLC132,028$7.70M0.03%+132,028New
Jane Street Group, LLC130,167$7.59M0.01%+130,167New
Baker Ellis Asset Management LLC129,057$7.53M0.89%−499−0.4%Reduced
Pier Capital, LLC128,194$7.48M1.23%−1,418−1.1%Reduced
Candelo Capital Management LP127,571$7.44M7.49%+127,571New
Canada Pension Plan Investment Board118,500$6.91M0.00%+99,900+537.1%Added
Verbena Value LP117,400$6.85M1.12%+117,400New
Deutsche Bank AG108,284$6.32M0.00%+9,359+9.5%Added
Raymond James Financial Inc108,224$6.31M0.00%+94,460+686.3%Added
New York State Common Retirement Fund103,155$6.02M0.01%−2,895−2.7%Reduced
California State Teachers Retirement System100,396$5.86M0.01%+9,706+10.7%Added
King Luther Capital Management Corp97,003$5.66M0.02%−2,700−2.7%Reduced
Sit Investment Associates Inc95,450$5.57M0.11%00.0%Unchanged
Steward Partners Investment Advisory, LLC94,473$5.51M0.03%+4,045+4.5%Added
Simplex Trading, LLC93,252$5.44M0.17%+73,103+362.8%Added
Exchange Traded Concepts, LLC92,963$5.42M0.04%+15,658+20.3%Added
Prudential Financial Inc85,010$4.96M0.01%+7,420+9.6%Added
Man Group plc84,627$4.94M0.01%+7,990+10.4%Added
Lazard Asset Management LLC84,385$4.92M0.01%−21,391−20.2%Reduced
Mercer Global Advisors Inc80,775$4.71M0.01%+1,551+2.0%Added
Ramirez Asset Management, Inc.79,505$4.64M0.56%−7,465−8.6%Reduced
HRT Financial LP76,873$4.48M0.01%−132,361−63.3%Reduced
EAM Investors, LLC73,561$4.29M0.50%+73,561New
NFJ Investment Group, LLC73,403$4.28M0.16%00.0%Unchanged