Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2026 vs. Q4 2025

How the institutions holding Kodiak Gas Services, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of KGS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2828329+55
Shares90.8M7.72M89.8M+6.65M (+8.0%)
Value$3.40B$288.7M$5.23B+$2.12B (+68.3%)

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Kodiak Gas Services, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to KGS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC3,722,454$217.1M0.01%
Vanguard Portfolio Management LLC1,932,736$112.7M0.01%
140 Summer Partners LP1,295,922$75.6M6.67%
Vanguard Fiduciary Trust Co581,971$33.9M0.01%
CIBC Bancorp USA Inc.578,872$33.8M0.05%
Walleye Capital LLC400,284$23.3M0.14%
Steadfast Capital Management LP385,666$22.5M0.85%
Holocene Advisors, LP321,595$18.8M0.05%
Hawk Ridge Capital Management LP303,800$17.7M0.64%
Connor, Clark & Lunn Investment Management Ltd.260,440$15.2M0.03%
Marshall Wace, LLP242,829$14.2M0.02%
D. E. Shaw & Co., Inc.188,189$11.0M0.01%
HWG Holdings LP178,669$10.4M2.75%
Pinnbrook Capital Management LP174,847$10.2M8.33%
Healthcare of Ontario Pension Plan Trust Fund152,998$8.92M0.01%
Ruffer LLP147,870$8.65M0.35%
Voloridge Investment Management, LLC132,028$7.70M0.03%
Jane Street Group, LLC130,167$7.59M0.01%
Candelo Capital Management LP127,571$7.44M7.49%
Verbena Value LP117,400$6.85M1.12%
EAM Investors, LLC73,561$4.29M0.50%
Vanguard Asset Management, Ltd56,375$3.29M0.00%
Algert Global LLC53,630$3.13M0.05%
Asset Management One Co.,Ltd.50,756$2.95M0.01%
Emerald Investment Advisers, LLC50,386$2.94M0.26%
CoreCommodity Management, LLC50,156$2.93M0.54%
Horizon Investments, LLC49,400$2.88M0.03%
State of New Jersey Common Pension Fund D44,979$2.62M0.01%
Winton Group Ltd42,670$2.49M0.09%
Vanguard Global Advisers, LLC35,592$2.08M0.00%
Allianz Asset Management GmbH32,900$1.92M0.00%
Numerai GP LLC28,337$1.65M0.17%
Quadrature Capital Ltd25,775$1.50M0.02%
Blackstone Group Inc.25,357$1.48M0.01%
Squarepoint Ops LLC22,628$1.32M0.00%
Vanguard Investments Australia, Ltd.21,386$1.25M0.00%
Acadian Asset Management LLC19,897$1.16M0.00%
Caxton Associates LLP18,018$1.05M0.02%
Dark Forest Capital Management LP17,759$1.04M0.09%
CI Private Wealth, LLC15,633$911.7K0.00%
Hanseatic Management Services Inc14,726$858.8K0.82%
Jain Global LLC14,321$835.2K0.01%
IMC-Chicago, LLC12,551$732.0K0.01%
Vident Advisory, LLC11,966$697.9K0.01%
Bridgefront Capital, LLC11,890$693.4K0.17%
Pavaki Capital Management LLC10,500$612.4K0.43%
ExodusPoint Capital Management, LP10,336$602.8K0.01%
Atomi Financial Group, Inc.10,228$596.5K0.02%
Manatuck Hill Partners, LLC10,000$583.2K0.19%
Entropy Technologies, LP9,196$536.3K0.02%
XTX Topco Ltd9,072$529.1K0.01%
Group One Trading, L.P.8,850$516.1K0.02%
Chung Wu Investment Group, LLC6,500$379.1K0.33%
Envestnet Asset Management Inc6,213$362.4K0.00%
Hardy Reed LLC6,100$355.8K0.03%
Hartree Partners, LP6,000$349.9K0.08%
Bank of Montreal5,599$326.5K0.00%
Equitable Holdings, Inc.5,317$310.1K0.00%
Peapack Gladstone Financial Corp5,010$292.0K0.00%
Swiss Life Asset Management Ltd4,757$277.4K0.00%
Great Valley Advisor Group, Inc.4,725$275.6K0.01%
Aquatic Capital Management LLC4,569$266.5K0.01%
Aristeia Capital LLC4,479$261.2K0.01%
Neuberger Berman Group LLC4,371$254.9K0.00%
State Board of Administration of Florida Retirement System4,280$249.6K0.00%
Abel Hall, LLC4,259$248.4K0.05%
DnB Asset Management AS4,104$239.3K0.00%
Fieldview Capital Management, LLC4,018$234.3K0.07%
GTS Securities LLC3,893$227.0K0.01%
Williams Jones Wealth Management, LLC.3,797$221.4K0.00%
RSM US Wealth Management LLC3,571$208.3K0.00%
Van Hulzen Asset Management, LLC3,500$204.1K0.02%
Hudson Bay Capital Management LP3,450$201.2K0.00%
Keebeck Wealth Management, LLC3,440$200.6K0.02%
Salem Investment Counselors Inc3,000$175.0K0.01%
Ensign Peak Advisors, Inc2,100$122.5K0.00%
Kemnay Advisory Services Inc.2,077$121.1K0.02%
Montag A & Associates Inc2,039$118.9K0.01%
Bayforest Capital Ltd1,370$79.9K0.09%
Sofos Investments, Inc.959$55.9K0.01%
Nomura Asset Management Co Ltd590$34.4K0.00%
CoreCap Advisors, LLC500$29.2K0.00%
Valued Wealth Advisors LLC245$14.3K0.01%
Public Employees Retirement System of Ohio207$12.1K0.00%
Rossby Financial, LCC175$10.1K0.00%
Twin Peaks Wealth Advisors, LLC152$8.87K0.00%
US Bancorp126$7.35K0.00%
GWM Advisors LLC100$5.83K0.00%
CVA Family Office, LLC99$5.77K0.00%
High Note Wealth, LLC66$3.85K0.00%
Wilkerson Advisory Group LLC45$2.63K0.00%
Bare Financial Services, Inc21$1.23K0.00%
MAI Capital Management8$4670.00%
Prestige Wealth Management Group LLC7$4090.00%
Vermillion Wealth Management, Inc.6$3500.00%
Kilter Group LLC3$1750.00%
Curio Wealth, LLC2$1170.00%
Raffa Wealth Management, LLC1$580.00%

Sold out (43)

Institutions that held Kodiak Gas Services, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of KGS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Point72 Asset Management, L.P.871,105$32.6M
Two Sigma Advisers, LP719,000$26.9M
Yaupon Capital Management LP646,131$24.2M
Webs Creek Capital Management LP576,000$21.5M
Hiddenite Capital Partners LP300,000$11.2M
HITE Hedge Asset Management LLC231,116$8.64M
Covalis Capital LLP200,000$7.48M
Alden Global Capital LLC148,850$5.57M
Trexquant Investment LP130,073$4.86M
Wealth High Governance Asset Management Ltda.122,052$4.56M
Maven Securities LTD100,000$3.74M
Atom Investors LP83,514$3.12M
Verition Fund Management LLC78,800$2.95M
BW Gestao de Investimentos Ltda.77,948$2.92M
Wealth High Governance Capital Ltda77,948$2.92M
Aurora Investment Counsel67,192$2.51M
Cinctive Capital Management LP50,468$1.89M
Boston Partners50,297$1.88M
Empowered Funds, LLC31,742$1.19M
Fort Baker Capital Management LP29,800$1.11M
Jump Financial, LLC29,100$1.09M
Fox Run Management, L.L.C.27,370$1.02M
Y-Intercept (Hong Kong) Ltd25,351$948.1K
Balyasny Asset Management LLC24,217$905.7K
HSBC Holdings PLC21,131$788.0K
Huber Capital Management LLC17,400$650.8K
Engineers Gate Manager LP17,054$637.8K
Axq Capital, LP16,615$621.4K
Dynamic Technology Lab Private Ltd10,447$391.0K
Versor Investments LP8,043$300.8K
Quest Partners LLC7,819$292.4K
Gsa Capital Partners LLP7,730$289.0K
VARCOV Co.7,285$272.5K
Aigen Investment Management, LP5,763$215.5K
PEAK6 LLC2,615$97.8K
Optiver Holding B.V.223$8.34K
Aster Capital Management (DIFC) Ltd143$5.35K
Tanglewood Legacy Advisors, LLC92$3.44K
Morse Asset Management, Inc50$1.87K
Financial Network Wealth Advisors LLC32$1.20K
IFP Advisors, Inc7$262
HFM Investment Advisors, LLC4$150
SageView Advisory Group, LLC2$75

Not filed for Q1 2026 yet (8)

Institutions that held Kodiak Gas Services, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc6,170,360$230.8M
CIBC Private Wealth Group, LLC1,471,663$55.0M
Norges Bank31,208$1.17M
Comerica Bank20,499$766.7K
Pursuit Wealth Management LLC10,908$407.9K
Sandia Investment Management LP10,000$374.0K
CIBC World Markets Corp5,594$209.2K
Global Retirement Partners, LLC13$486