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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 71,529 | $4.17M | 0.01% | −1,634−2.2% | Reduced |
| Blair William & Co | 71,108 | $4.15M | 0.01% | +55,873+366.7% | Added |
| AQR Capital Management LLC | 70,042 | $4.08M | 0.00% | −5,194−6.9% | Reduced |
| Alliancebernstein L.P. | 104,880 | $3.92M | 0.00% | +1,031+1.0% | Added |
| Wells Fargo & Company | 63,257 | $3.69M | 0.00% | −58,426−48.0% | Reduced |
| HighTower Advisors, LLC | 62,519 | $3.65M | 0.00% | +4,820+8.4% | Added |
| Advisors Preferred, LLC | 60,860 | $3.55M | 0.53% | −40,146−39.7% | Reduced |
| Virginia Retirement Systems Et Al | 59,200 | $3.45M | 0.03% | −5,600−8.6% | Reduced |
| Vanguard Asset Management, Ltd | 56,375 | $3.29M | 0.00% | +56,375 | New |
| Algert Global LLC | 53,630 | $3.13M | 0.05% | +53,630 | New |
| Teachers Retirement System of the State of Kentucky | 52,749 | $3.08M | 0.02% | 00.0% | Unchanged |
| Riverwater Partners LLC | 50,762 | $2.96M | 0.99% | +17,346+51.9% | Added |
| Asset Management One Co.,Ltd. | 50,756 | $2.95M | 0.01% | +50,756 | New |
| Emerald Investment Advisers, LLC | 50,386 | $2.94M | 0.26% | +50,386 | New |
| Credit Agricole S A | 50,300 | $2.93M | 0.01% | +25,001+98.8% | Added |
| CoreCommodity Management, LLC | 50,156 | $2.93M | 0.54% | +50,156 | New |
| Crown Advisors Management, Inc. | 50,000 | $2.92M | 1.94% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,904 | $2.91M | 0.00% | −91,253−64.6% | Reduced |
| Horizon Investments, LLC | 49,400 | $2.88M | 0.03% | +49,400 | New |
| Orvieto Partners, L.P. | 47,981 | $2.80M | 2.39% | −135,500−73.8% | Reduced |
| Toroso Investments, LLC | 47,222 | $2.75M | 0.01% | +7,149+17.8% | Added |
| MetLife Investment Management | 45,454 | $2.65M | 0.01% | −1,707−3.6% | Reduced |
| State of New Jersey Common Pension Fund D | 44,979 | $2.62M | 0.01% | +44,979 | New |
| State of Alaska, Department of Revenue | 44,159 | $2.57M | 0.03% | −1,293−2.8% | Reduced |
| Winton Group Ltd | 42,670 | $2.49M | 0.09% | +42,670 | New |
| Gotham Asset Management, LLC | 40,838 | $2.38M | 0.01% | −31,005−43.2% | Reduced |
| Illinois Municipal Retirement Fund | 40,777 | $2.38M | 0.03% | +2,733+7.2% | Added |
| SEI Investments Co | 40,760 | $2.38M | 0.00% | +25,057+159.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 40,743 | $2.38M | 0.06% | +1,400+3.6% | Added |
| Capricorn Fund Managers Ltd | 40,029 | $2.33M | 0.36% | −59,971−60.0% | Reduced |
| Van Eck Associates Corp | 39,084 | $2.28M | 0.00% | +15,444+65.3% | Added |
| Manufacturers Life Insurance Company, The | 38,183 | $2.23M | 0.00% | +773+2.1% | Added |
| State of Tennessee, Treasury Department | 37,136 | $2.17M | 0.01% | +8,400+29.2% | Added |
| Louisiana State Employees Retirement System | 36,900 | $2.15M | 0.04% | −1,200−3.1% | Reduced |
| Janus Henderson Group PLC | 36,681 | $2.14M | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 36,497 | $2.13M | 0.16% | +22,784+166.1% | Added |
| Brevan Howard Capital Management LP | 36,199 | $2.11M | 0.02% | +30,701+558.4% | Added |
| Vanguard Global Advisers, LLC | 35,592 | $2.08M | 0.00% | +35,592 | New |
| Pacer Advisors, Inc. | 34,464 | $2.01M | 0.01% | −16,711−32.7% | Reduced |
| Allianz Asset Management GmbH | 32,900 | $1.92M | 0.00% | +32,900 | New |
| Creative Planning | 31,387 | $1.83M | 0.00% | +6,492+26.1% | Added |
| Advisor Group Holdings, Inc. | 30,794 | $1.80M | 0.00% | +24,909+423.3% | Added |
| New York State Teachers Retirement System | 30,296 | $1.77M | 0.00% | −1,533−4.8% | Reduced |
| Stablepoint Partners, LLC | 29,550 | $1.72M | 0.26% | +20,395+222.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,466 | $1.72M | 0.00% | +3,245+12.4% | Added |
| Numerai GP LLC | 28,337 | $1.65M | 0.17% | +28,337 | New |
| Quadrature Capital Ltd | 25,775 | $1.50M | 0.02% | +25,775 | New |
| Stifel Financial Corp | 25,713 | $1.50M | 0.00% | +5,914+29.9% | Added |
| Odyssean, LLC | 25,645 | $1.50M | 0.55% | +5,063+24.6% | Added |
| Quantinno Capital Management LP | 25,579 | $1.49M | 0.00% | +17,139+203.1% | Added |
| Blackstone Group Inc. | 25,357 | $1.48M | 0.01% | +25,357 | New |
| Kestra Private Wealth Services, LLC | 25,047 | $1.46M | 0.02% | −1,212−4.6% | Reduced |
| Amalgamated Bank | 23,890 | $1.39M | 0.01% | −311−1.3% | Reduced |
| Argentarii, LLC | 23,620 | $1.38M | 0.48% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,535 | $1.37M | 0.01% | −294−1.2% | Reduced |
| Guggenheim Capital LLC | 23,249 | $1.36M | 0.01% | +11,907+105.0% | Added |
| Squarepoint Ops LLC | 22,628 | $1.32M | 0.00% | +22,628 | New |
| Intech Investment Management LLC | 22,496 | $1.31M | 0.01% | −16,304−42.0% | Reduced |
| Yousif Capital Management, LLC | 22,352 | $1.30M | 0.02% | +15+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,287 | $1.30M | 0.01% | −874−3.8% | Reduced |
| Fifth Third Bancorp | 22,263 | $1.30M | 0.00% | +21,656+3,567.7% | Added |
| LPL Financial LLC | 22,107 | $1.29M | 0.00% | −14,440−39.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 21,386 | $1.25M | 0.00% | +21,386 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,554 | $1.20M | 0.01% | −22−0.1% | Reduced |
| Mutual Advisors, LLC | 20,173 | $1.18M | 0.03% | −1,534−7.1% | Reduced |
| Acadian Asset Management LLC | 19,897 | $1.16M | 0.00% | +19,897 | New |
| Oregon Public Employees Retirement Fund | 19,000 | $1.11M | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 19,000 | $1.11M | 0.00% | +400+2.2% | Added |
| Natixis | 18,200 | $1.06M | 0.00% | −8,800−32.6% | Reduced |
| Chesapeake Capital Corp | 18,188 | $1.06M | 0.76% | 00.0% | Unchanged |
| Caxton Associates LLP | 18,018 | $1.05M | 0.02% | +18,018 | New |
| Cetera Investment Advisers | 18,007 | $1.05M | 0.00% | −5,564−23.6% | Reduced |
| CWM, LLC | 17,762 | $1.04M | 0.00% | +201+1.1% | Added |
| Dark Forest Capital Management LP | 17,759 | $1.04M | 0.09% | +17,759 | New |
| Natixis Advisors, L.P. | 16,813 | $981.0K | 0.00% | +3,345+24.8% | Added |
| Wellington Shields Capital Management, LLC | 16,167 | $942.8K | 0.14% | −433−2.6% | Reduced |
| Profund Advisors LLC | 15,989 | $932.5K | 0.03% | +737+4.8% | Added |
| United Advisor Group, LLC | 15,867 | $925.4K | 0.11% | +50+0.3% | Added |
| CI Private Wealth, LLC | 15,633 | $911.7K | 0.00% | +15,633 | New |
| Castleark Management LLC | 15,320 | $893.5K | 0.03% | +4,740+44.8% | Added |
| Hanseatic Management Services Inc | 14,726 | $858.8K | 0.82% | +14,726 | New |
| Harbor Capital Advisors, Inc. | 14,516 | $847.0K | 0.07% | +14,108+3,457.8% | Added |
| Captrust Financial Advisors | 14,337 | $836.1K | 0.00% | −2,922−16.9% | Reduced |
| Jain Global LLC | 14,321 | $835.2K | 0.01% | +14,321 | New |
| Voya Investment Management LLC | 14,316 | $834.9K | 0.00% | −645−4.3% | Reduced |
| State of Wisconsin Investment Board | 14,123 | $823.7K | 0.00% | +4,359+44.6% | Added |
| Cresset Asset Management, LLC | 13,885 | $809.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,789 | $804.0K | 0.00% | +983+7.7% | Added |
| Pictet Asset Management Holding SA | 13,692 | $798.5K | 0.00% | −651−4.5% | Reduced |
| Mariner, LLC | 13,538 | $789.5K | 0.00% | −8,923−39.7% | Reduced |
| Great Lakes Advisors, LLC | 13,402 | $781.6K | 0.01% | −593−4.2% | Reduced |
| Wellington Shields & Co., LLC | 13,000 | $758.2K | 0.19% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,998 | $758.0K | 0.00% | −3,406−20.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 12,941 | $754.8K | 0.08% | +703+5.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,642 | $737.3K | 0.00% | −1,035−7.6% | Reduced |
| IMC-Chicago, LLC | 12,551 | $732.0K | 0.01% | +12,551 | New |
| Maryland State Retirement & Pension System | 12,134 | $707.7K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,966 | $697.9K | 0.01% | +11,966 | New |
| Bridgefront Capital, LLC | 11,890 | $693.4K | 0.17% | +11,890 | New |
| Pavaki Capital Management LLC | 10,500 | $612.4K | 0.43% | +10,500 | New |