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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 40,743 | $2.38M | 0.06% | +1,400+3.6% | Added |
| SEI Investments Co | 40,760 | $2.38M | 0.00% | +25,057+159.6% | Added |
| Illinois Municipal Retirement Fund | 40,777 | $2.38M | 0.03% | +2,733+7.2% | Added |
| Gotham Asset Management, LLC | 40,838 | $2.38M | 0.01% | −31,005−43.2% | Reduced |
| Winton Group Ltd | 42,670 | $2.49M | 0.09% | +42,670 | New |
| State of Alaska, Department of Revenue | 44,159 | $2.57M | 0.03% | −1,293−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 44,979 | $2.62M | 0.01% | +44,979 | New |
| MetLife Investment Management | 45,454 | $2.65M | 0.01% | −1,707−3.6% | Reduced |
| Toroso Investments, LLC | 47,222 | $2.75M | 0.01% | +7,149+17.8% | Added |
| Orvieto Partners, L.P. | 47,981 | $2.80M | 2.39% | −135,500−73.8% | Reduced |
| Horizon Investments, LLC | 49,400 | $2.88M | 0.03% | +49,400 | New |
| Susquehanna International Group, LLP | 49,904 | $2.91M | 0.00% | −91,253−64.6% | Reduced |
| Crown Advisors Management, Inc. | 50,000 | $2.92M | 1.94% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 50,156 | $2.93M | 0.54% | +50,156 | New |
| Credit Agricole S A | 50,300 | $2.93M | 0.01% | +25,001+98.8% | Added |
| Emerald Investment Advisers, LLC | 50,386 | $2.94M | 0.26% | +50,386 | New |
| Asset Management One Co.,Ltd. | 50,756 | $2.95M | 0.01% | +50,756 | New |
| Riverwater Partners LLC | 50,762 | $2.96M | 0.99% | +17,346+51.9% | Added |
| Teachers Retirement System of the State of Kentucky | 52,749 | $3.08M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 53,630 | $3.13M | 0.05% | +53,630 | New |
| Vanguard Asset Management, Ltd | 56,375 | $3.29M | 0.00% | +56,375 | New |
| Virginia Retirement Systems Et Al | 59,200 | $3.45M | 0.03% | −5,600−8.6% | Reduced |
| Advisors Preferred, LLC | 60,860 | $3.55M | 0.53% | −40,146−39.7% | Reduced |
| HighTower Advisors, LLC | 62,519 | $3.65M | 0.00% | +4,820+8.4% | Added |
| Wells Fargo & Company | 63,257 | $3.69M | 0.00% | −58,426−48.0% | Reduced |
| Alliancebernstein L.P. | 104,880 | $3.92M | 0.00% | +1,031+1.0% | Added |
| AQR Capital Management LLC | 70,042 | $4.08M | 0.00% | −5,194−6.9% | Reduced |
| Blair William & Co | 71,108 | $4.15M | 0.01% | +55,873+366.7% | Added |
| Thrivent Financial for Lutherans | 71,529 | $4.17M | 0.01% | −1,634−2.2% | Reduced |
| NFJ Investment Group, LLC | 73,403 | $4.28M | 0.16% | 00.0% | Unchanged |
| EAM Investors, LLC | 73,561 | $4.29M | 0.50% | +73,561 | New |
| HRT Financial LP | 76,873 | $4.48M | 0.01% | −132,361−63.3% | Reduced |
| Ramirez Asset Management, Inc. | 79,505 | $4.64M | 0.56% | −7,465−8.6% | Reduced |
| Mercer Global Advisors Inc | 80,775 | $4.71M | 0.01% | +1,551+2.0% | Added |
| Lazard Asset Management LLC | 84,385 | $4.92M | 0.01% | −21,391−20.2% | Reduced |
| Man Group plc | 84,627 | $4.94M | 0.01% | +7,990+10.4% | Added |
| Prudential Financial Inc | 85,010 | $4.96M | 0.01% | +7,420+9.6% | Added |
| Exchange Traded Concepts, LLC | 92,963 | $5.42M | 0.04% | +15,658+20.3% | Added |
| Simplex Trading, LLC | 93,252 | $5.44M | 0.17% | +73,103+362.8% | Added |
| Steward Partners Investment Advisory, LLC | 94,473 | $5.51M | 0.03% | +4,045+4.5% | Added |
| Sit Investment Associates Inc | 95,450 | $5.57M | 0.11% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 97,003 | $5.66M | 0.02% | −2,700−2.7% | Reduced |
| California State Teachers Retirement System | 100,396 | $5.86M | 0.01% | +9,706+10.7% | Added |
| New York State Common Retirement Fund | 103,155 | $6.02M | 0.01% | −2,895−2.7% | Reduced |
| Raymond James Financial Inc | 108,224 | $6.31M | 0.00% | +94,460+686.3% | Added |
| Deutsche Bank AG | 108,284 | $6.32M | 0.00% | +9,359+9.5% | Added |
| Verbena Value LP | 117,400 | $6.85M | 1.12% | +117,400 | New |
| Canada Pension Plan Investment Board | 118,500 | $6.91M | 0.00% | +99,900+537.1% | Added |
| Candelo Capital Management LP | 127,571 | $7.44M | 7.49% | +127,571 | New |
| Pier Capital, LLC | 128,194 | $7.48M | 1.23% | −1,418−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 129,057 | $7.53M | 0.89% | −499−0.4% | Reduced |
| Jane Street Group, LLC | 130,167 | $7.59M | 0.01% | +130,167 | New |
| Voloridge Investment Management, LLC | 132,028 | $7.70M | 0.03% | +132,028 | New |
| Ruffer LLP | 147,870 | $8.65M | 0.35% | +147,870 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 152,998 | $8.92M | 0.01% | +152,998 | New |
| Bridgewater Associates, LP | 153,457 | $8.95M | 0.04% | −129,778−45.8% | Reduced |
| Viking Fund Management LLC | 157,000 | $9.16M | 0.94% | 00.0% | Unchanged |
| Swiss National Bank | 169,500 | $9.89M | 0.01% | +600+0.4% | Added |
| Pinnbrook Capital Management LP | 174,847 | $10.2M | 8.33% | +174,847 | New |
| HWG Holdings LP | 178,669 | $10.4M | 2.75% | +178,669 | New |
| UBS Asset Management Americas Inc | 180,129 | $10.5M | 0.00% | +14,866+9.0% | Added |
| D. E. Shaw & Co., Inc. | 188,189 | $11.0M | 0.01% | +188,189 | New |
| Russell Investments Group, Ltd. | 191,148 | $11.1M | 0.01% | −56,745−22.9% | Reduced |
| Freestone Grove Partners LP | 192,471 | $11.2M | 0.08% | +14,441+8.1% | Added |
| First Trust Advisors LP | 195,759 | $11.4M | 0.01% | +68,210+53.5% | Added |
| Legal & General Group Plc | 202,116 | $11.8M | 0.00% | −11,174−5.2% | Reduced |
| Alyeska Investment Group, L.P. | 213,940 | $12.5M | 0.04% | −174,271−44.9% | Reduced |
| Victory Capital Management Inc | 214,349 | $12.5M | 0.01% | −4,334−2.0% | Reduced |
| Rhumbline Advisers | 217,239 | $12.7M | 0.01% | +8,697+4.2% | Added |
| Marshall Wace, LLP | 242,829 | $14.2M | 0.02% | +242,829 | New |
| Seven Grand Managers, LLC | 250,000 | $14.6M | 0.97% | −250,000−50.0% | Reduced |
| Aventail Capital Group, LP | 253,721 | $14.8M | 0.72% | −223,480−46.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 260,440 | $15.2M | 0.03% | +260,440 | New |
| Millennium Management LLC | 263,238 | $15.4M | 0.01% | +70,116+36.3% | Added |
| Brookfield Asset Management Inc. | 278,137 | $16.2M | 0.02% | −510,236−64.7% | Reduced |
| Hawk Ridge Capital Management LP | 303,800 | $17.7M | 0.64% | +303,800 | New |
| Holocene Advisors, LP | 321,595 | $18.8M | 0.05% | +321,595 | New |
| Royce & Associates LP | 337,031 | $19.7M | 0.19% | +27,891+9.0% | Added |
| Duff & Phelps Investment Management Co | 349,051 | $20.4M | 0.21% | −113,072−24.5% | Reduced |
| Westend Capital Management, LLC | 369,535 | $21.6M | 6.47% | +6,305+1.7% | Added |
| Steadfast Capital Management LP | 385,666 | $22.5M | 0.85% | +385,666 | New |
| Franklin Resources Inc | 395,283 | $23.1M | 0.01% | +365,553+1,229.6% | Added |
| Walleye Capital LLC | 400,284 | $23.3M | 0.14% | +400,284 | New |
| Federated Hermes, Inc. | 406,217 | $23.7M | 0.04% | +406,215+20,310,750.0% | Added |
| Citigroup Inc | 413,035 | $24.1M | 0.02% | +204,227+97.8% | Added |
| Loomis Sayles & Co L P | 443,304 | $25.9M | 0.03% | −15,840−3.4% | Reduced |
| Ripple Effect Asset Management LP | 458,000 | $26.7M | 18.60% | −638,000−58.2% | Reduced |
| JPMorgan Chase & Co | 477,133 | $27.4M | 0.00% | +67,512+16.5% | Added |
| Nuveen, LLC | 470,862 | $27.5M | 0.01% | +313,317+198.9% | Added |
| Ghisallo Capital Management LLC | 500,000 | $29.2M | 0.80% | −700,000−58.3% | Reduced |
| Public Sector Pension Investment Board | 528,431 | $30.8M | 0.10% | +240,827+83.7% | Added |
| Principal Financial Group Inc | 548,019 | $32.0M | 0.02% | +24,286+4.6% | Added |
| CIBC Bancorp USA Inc. | 578,872 | $33.8M | 0.05% | +578,872 | New |
| Vanguard Fiduciary Trust Co | 581,971 | $33.9M | 0.01% | +581,971 | New |
| Barclays PLC | 596,542 | $34.8M | 0.01% | +456,860+327.1% | Added |
| Augustine Asset Management Inc | 609,394 | $35.5M | 8.00% | +620.0% | Added |
| Kayne Anderson Capital Advisors LP | 622,969 | $36.3M | 0.70% | +581,934+1,418.1% | Added |
| SG Americas Securities, LLC | 635,705 | $37.1M | 0.04% | +612,938+2,692.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 695,485 | $40.6M | 0.05% | +18,661+2.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 726,247 | $42.4M | 0.44% | +5,710+0.8% | Added |