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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.

Q2 2026 vs. Q1 2026

How the institutions holding Kodiak Gas Services, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of KGS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders3295409+85
Shares89.8M96.6K104.9M+15.2M (+17.0%)
Value$5.23B$5.63M$7.88B+$2.65B (+50.7%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (116)

Institutions that held Kodiak Gas Services, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 116 by value.

Institutions new to KGS in Q2 2026
InstitutionSharesValue% of portfolio
Lone Pine Capital LLCSuperinvestorLone Pine Capital845,070$63.5M0.39%
Driehaus Capital Management LLC655,608$49.3M0.29%
T. Rowe Price Investment Management, Inc.652,761$49.0M0.03%
Conestoga Capital Advisors, LLC646,145$48.5M1.06%
Copeland Capital Management, LLC476,035$35.8M0.73%
Westfield Capital Management Co LP402,126$30.2M0.10%
Oberweis Asset Management Inc355,870$26.7M0.55%
Hood River Capital Management LLC335,688$25.2M0.18%
Cushing Asset Management, LP300,000$22.5M1.01%
Standard Life Aberdeen plc258,916$19.5M0.03%
Arvin Capital Management LP246,609$18.5M3.47%
Balyasny Asset Management LLC244,965$18.4M0.03%
Chickasaw Capital Management LLC243,000$18.3M0.66%
WCM Investment Management, LLC225,048$16.8M0.03%
Yaupon Capital Management LP190,000$14.3M0.48%
LGT Group Foundation170,479$12.8M0.14%
HITE Hedge Asset Management LLC123,154$9.25M0.51%
Empowered Funds, LLC120,719$9.07M0.05%
Norges Bank109,900$8.26M0.00%
Longaeva Partners L.P.104,305$7.84M0.23%
Counterpoint Mutual Funds LLC94,355$7.09M0.70%
LGT Fund Management Co Ltd.87,750$6.59M0.27%
Jennison Associates LLC83,787$6.29M0.00%
Aptus Capital Advisors, LLC75,488$5.67M0.04%
Covalis Capital LLP59,220$4.45M0.25%
Cinctive Capital Management LP50,668$3.81M0.15%
Renaissance Capital LLC50,300$3.78M2.08%
LMR Partners LLP46,548$3.50M0.03%
Allspring Global Investments Holdings, LLC46,825$3.39M0.01%
Montanaro Asset Management Ltd45,000$3.38M1.07%
Jupiter Topco LLC43,481$3.27M0.00%
Kornitzer Capital Management Inc42,960$3.23M0.07%
Brant Point Investment Management LLC40,000$3.01M0.67%
HSBC Holdings PLC32,375$2.49M0.00%
RE Advisers Corp32,800$2.46M0.06%
Massar Capital Management, LP32,733$2.46M0.84%
Bridge City Capital, LLC32,730$2.46M0.56%
Eventide Asset Management, LLC32,585$2.43M0.03%
Awm Capital, LLC22,552$1.68M0.13%
J. Goldman & Co LP22,200$1.67M0.06%
TD Asset Management Inc21,390$1.61M0.00%
Zurich Insurance Group Ltd18,000$1.35M0.01%
Treasurer of the State of North Carolina16,787$1.26M0.00%
Omers Administration Corp16,400$1.23M0.01%
Guardian Partners Inc.13,000$976.7K0.09%
Connective Portfolio Management, LLC13,000$976.7K1.63%
Elo Mutual Pension Insurance Co11,984$900.4K0.01%
Quantbot Technologies LP11,733$881.5K0.03%
Greenland Capital Management LP10,000$751.3K0.14%
Polymer Capital Management (US) LLC9,752$732.7K0.11%
Cynosure Management, LLC9,560$718.2K0.11%
DRW Securities, LLC9,452$710.1K0.04%
Teacher Retirement System of Texas8,812$662.0K0.00%
Gsa Capital Partners LLP8,741$657.0K0.04%
Fulcrum Asset Management LLP8,128$605.0K0.06%
Landscape Capital Management, L.L.C.7,780$584.5K0.04%
Mirabella Financial Services LLP7,640$574.0K0.06%
Cary Street Partners Financial LLC7,366$553.4K0.01%
Pathstone Holdings, LLC6,952$522.3K0.00%
Fox Run Management, L.L.C.6,335$475.9K0.08%
Engineers Gate Manager LP5,638$423.6K0.01%
Public Employees Retirement Association of Colorado5,387$405.0K0.00%
Legato Capital Management LLC5,325$400.1K0.03%
Interval Partners, LP5,256$394.9K0.01%
Vestmark Advisory Solutions, Inc.5,026$377.6K0.00%
QP Wealth Management, LLC4,958$372.5K0.53%
Weiss Asset Management LP4,773$358.6K0.00%
Patten Group, Inc.4,525$340.0K0.05%
Glenmede Trust Co NA4,348$326.7K0.00%
Snowden Capital Advisors LLC4,232$317.9K0.01%
Nykredit A/S4,114$309.1K0.00%
Twin Tree Management, LP4,065$305.4K0.05%
Wealth Enhancement Advisory Services, LLC4,447$301.7K0.00%
Prelude Capital Management, LLC3,621$272.0K0.02%
Compass Financial Management LLC3,464$260.3K0.03%
Janney Montgomery Scott LLC3,357$252.0K0.00%
Personal Cfo Solutions, LLC3,247$244.0K0.04%
Kingswood Wealth Advisors, LLC3,173$238.4K0.01%
Aigen Investment Management, LP3,151$236.7K0.06%
Ethic Inc.3,003$225.6K0.00%
Schonfeld Strategic Advisors LLC2,966$222.8K0.00%
Graticule Asia Macro Advisors LLC2,859$214.8K0.02%
JustInvest LLC2,858$214.7K0.00%
Dynamic Technology Lab Private Ltd2,721$204.0K0.05%
Shelton Capital Management2,692$202.3K0.00%
Gables Capital Management Inc.2,000$150.3K0.05%
Hilltop National Bank1,355$101.8K0.02%
Harbor Investment Advisory, LLC1,009$75.8K0.01%
Financial Gravity Companies, Inc.959$72.0K0.01%
Optiver Holding B.V.834$62.7K0.00%
Core Capital Management & Research, inc.852$52.4K0.03%
Toronto Dominion Bank306$23.0K0.00%
Global Retirement Partners, LLC241$18.1K0.00%
Accent Capital Management, LLC187$14.0K0.01%
Harbour Investments, Inc.161$12.1K0.00%
Cornerstone Planning Group LLC159$10.7K0.00%
TD Waterhouse Canada Inc.101$7.31K0.00%
Picton Mahoney Asset Management96$7.21K0.00%
Northwestern Mutual Wealth Management Co56$4.21K0.00%
Armstrong Advisory Group, Inc40$3.01K0.00%

Sold out (31)

Institutions that held Kodiak Gas Services, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (5)

Institutions that held Kodiak Gas Services, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KGS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
U.S. Capital Wealth Advisors, LLC40,743$2.38M
Janus Henderson Group PLC36,681$2.14M
CWM, LLC17,762$1.04M
Sofos Investments, Inc.959$55.9K
Sunbelt Securities, Inc.450$26.2K