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, Q2 2026
Institutional positions in Kodiak Gas Services, Inc. as of Jun 30, 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
- 409
- +85 vs. Q1 2026
- Shares held
- 104.9M
- +15.2M (+17.0%) vs. Q1 2026
- Total value
- $7.88B
- +$2.65B (+50.7%) vs. Q1 2026
- New holders
- 116
- 168 more added
- Sold out
- 31
- 87 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Kodiak Gas Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zurich Insurance Group Ltd | 18,000 | $1.35M | 0.01% | +18,000 | New |
| Mutual Advisors, LLC | 18,109 | $1.36M | 0.03% | −2,064−10.2% | Reduced |
| Chesapeake Capital Corp | 18,173 | $1.37M | 0.74% | −15−0.1% | Reduced |
| Captrust Financial Advisors | 18,938 | $1.42M | 0.00% | +4,601+32.1% | Added |
| Argentarii, LLC | 23,620 | $1.44M | 0.44% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 19,677 | $1.48M | 0.10% | +5,161+35.6% | Added |
| Manatuck Hill Partners, LLC | 20,000 | $1.50M | 0.50% | +10,000+100.0% | Added |
| Kestra Private Wealth Services, LLC | 20,550 | $1.54M | 0.02% | −4,497−18.0% | Reduced |
| CoreCommodity Management, LLC | 21,022 | $1.58M | 0.31% | −29,134−58.1% | Reduced |
| TD Asset Management Inc | 21,390 | $1.61M | 0.00% | +21,390 | New |
| KLP Kapitalforvaltning AS | 21,900 | $1.65M | 0.01% | +2,900+15.3% | Added |
| Voya Investment Management LLC | 21,978 | $1.65M | 0.00% | +7,662+53.5% | Added |
| J. Goldman & Co LP | 22,200 | $1.67M | 0.06% | +22,200 | New |
| Oregon Public Employees Retirement Fund | 22,300 | $1.68M | 0.02% | +3,300+17.4% | Added |
| Awm Capital, LLC | 22,552 | $1.68M | 0.13% | +22,552 | New |
| Natixis Advisors, L.P. | 22,801 | $1.71M | 0.00% | +5,988+35.6% | Added |
| Pacer Advisors, Inc. | 22,835 | $1.72M | 0.00% | −11,629−33.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,213 | $1.74M | 0.01% | +2,659+12.9% | Added |
| Vanguard Investments Australia, Ltd. | 23,651 | $1.78M | 0.00% | +2,265+10.6% | Added |
| Cetera Investment Advisers | 24,107 | $1.81M | 0.00% | +6,100+33.9% | Added |
| LPL Financial LLC | 24,788 | $1.86M | 0.00% | +2,681+12.1% | Added |
| Entropy Technologies, LP | 25,190 | $1.89M | 0.08% | +15,994+173.9% | Added |
| Yousif Capital Management, LLC | 25,964 | $1.95M | 0.02% | +3,612+16.2% | Added |
| Amalgamated Bank | 26,383 | $1.98M | 0.01% | +2,493+10.4% | Added |
| Advisors Preferred, LLC | 29,238 | $1.99M | 0.31% | −31,622−52.0% | Reduced |
| Hudson Bay Capital Management LP | 26,480 | $1.99M | 0.01% | +23,030+667.5% | Added |
| Arizona State Retirement System | 26,724 | $2.01M | 0.01% | +3,189+13.6% | Added |
| Quantinno Capital Management LP | 27,192 | $2.04M | 0.00% | +1,613+6.3% | Added |
| State of Wisconsin Investment Board | 27,197 | $2.04M | 0.00% | +13,074+92.6% | Added |
| Orvieto Partners, L.P. | 27,981 | $2.10M | 1.59% | −20,000−41.7% | Reduced |
| Stablepoint Partners, LLC | 29,662 | $2.23M | 0.31% | +112+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,820 | $2.24M | 0.02% | +7,533+33.8% | Added |
| Los Angeles Capital Management LLC | 30,210 | $2.27M | 0.01% | +30,055+19,390.3% | Added |
| Toroso Investments, LLC | 31,572 | $2.37M | 0.01% | −15,650−33.1% | Reduced |
| Eventide Asset Management, LLC | 32,585 | $2.43M | 0.03% | +32,585 | New |
| State of New Jersey Common Pension Fund D | 32,459 | $2.44M | 0.01% | −12,520−27.8% | Reduced |
| Bridge City Capital, LLC | 32,730 | $2.46M | 0.56% | +32,730 | New |
| Massar Capital Management, LP | 32,733 | $2.46M | 0.84% | +32,733 | New |
| RE Advisers Corp | 32,800 | $2.46M | 0.06% | +32,800 | New |
| HSBC Holdings PLC | 32,375 | $2.49M | 0.00% | +32,375 | New |
| SRS Capital Advisors, Inc. | 34,890 | $2.62M | 0.02% | +34,876+249,114.3% | Added |
| Guggenheim Capital LLC | 35,295 | $2.65M | 0.02% | +12,046+51.8% | Added |
| State of Alaska, Department of Revenue | 35,369 | $2.66M | 0.03% | −8,790−19.9% | Reduced |
| State of Tennessee, Treasury Department | 35,570 | $2.67M | 0.01% | −1,566−4.2% | Reduced |
| New York State Teachers Retirement System | 35,575 | $2.67M | 0.00% | +5,279+17.4% | Added |
| Intech Investment Management LLC | 37,862 | $2.84M | 0.03% | +15,366+68.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,893 | $2.85M | 0.01% | +8,427+28.6% | Added |
| Gotham Asset Management, LLC | 38,729 | $2.91M | 0.01% | −2,109−5.2% | Reduced |
| Creative Planning | 38,910 | $2.92M | 0.00% | +7,523+24.0% | Added |
| Brant Point Investment Management LLC | 40,000 | $3.01M | 0.67% | +40,000 | New |
| NFJ Investment Group, LLC | 42,122 | $3.16M | 0.11% | −31,281−42.6% | Reduced |
| Louisiana State Employees Retirement System | 42,900 | $3.22M | 0.05% | +6,000+16.3% | Added |
| Kornitzer Capital Management Inc | 42,960 | $3.23M | 0.07% | +42,960 | New |
| Odyssean, LLC | 43,034 | $3.23M | 0.53% | +17,389+67.8% | Added |
| Jupiter Topco LLC | 43,481 | $3.27M | 0.00% | +43,481 | New |
| Vanguard Global Advisers, LLC | 43,629 | $3.28M | 0.00% | +8,037+22.6% | Added |
| Riverwater Partners LLC | 43,987 | $3.30M | 0.98% | −6,775−13.3% | Reduced |
| Montanaro Asset Management Ltd | 45,000 | $3.38M | 1.07% | +45,000 | New |
| Allspring Global Investments Holdings, LLC | 46,825 | $3.39M | 0.01% | +46,825 | New |
| New York State Common Retirement Fund | 45,526 | $3.42M | 0.00% | −57,629−55.9% | Reduced |
| LMR Partners LLP | 46,548 | $3.50M | 0.03% | +46,548 | New |
| HighTower Advisors, LLC | 48,474 | $3.64M | 0.00% | −14,045−22.5% | Reduced |
| Manufacturers Life Insurance Company, The | 49,215 | $3.70M | 0.00% | +11,032+28.9% | Added |
| Illinois Municipal Retirement Fund | 49,612 | $3.73M | 0.04% | +8,835+21.7% | Added |
| Credit Agricole S A | 50,300 | $3.78M | 0.01% | 00.0% | Unchanged |
| Renaissance Capital LLC | 50,300 | $3.78M | 2.08% | +50,300 | New |
| Cinctive Capital Management LP | 50,668 | $3.81M | 0.15% | +50,668 | New |
| Virginia Retirement Systems Et Al | 53,500 | $4.02M | 0.02% | −5,700−9.6% | Reduced |
| Numerai GP LLC | 54,885 | $4.12M | 0.34% | +26,548+93.7% | Added |
| Horizon Investments, LLC | 55,184 | $4.15M | 0.05% | +5,784+11.7% | Added |
| Teachers Retirement System of the State of Kentucky | 55,749 | $4.19M | 0.03% | +3,000+5.7% | Added |
| Ramirez Asset Management, Inc. | 56,261 | $4.23M | 0.44% | −23,244−29.2% | Reduced |
| Asset Management One Co.,Ltd. | 56,548 | $4.24M | 0.01% | +5,792+11.4% | Added |
| Walleye Capital LLC | 56,666 | $4.26M | 0.02% | −343,618−85.8% | Reduced |
| Algert Global LLC | 58,720 | $4.41M | 0.05% | +5,090+9.5% | Added |
| MetLife Investment Management | 58,884 | $4.42M | 0.02% | +13,430+29.5% | Added |
| Covalis Capital LLP | 59,220 | $4.45M | 0.25% | +59,220 | New |
| Crown Advisors Management, Inc. | 60,000 | $4.51M | 2.48% | +10,000+20.0% | Added |
| HRT Financial LP | 60,431 | $4.54M | 0.01% | −16,442−21.4% | Reduced |
| Capricorn Fund Managers Ltd | 61,365 | $4.61M | 0.37% | +21,336+53.3% | Added |
| Stifel Financial Corp | 64,698 | $4.86M | 0.00% | +38,985+151.6% | Added |
| Vanguard Asset Management, Ltd | 69,690 | $5.24M | 0.00% | +13,315+23.6% | Added |
| Candelo Capital Management LP | 71,378 | $5.36M | 3.94% | −56,193−44.0% | Reduced |
| EAM Investors, LLC | 72,427 | $5.44M | 0.48% | −1,134−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 73,370 | $5.51M | 0.01% | +60,728+480.4% | Added |
| AQR Capital Management LLC | 73,838 | $5.55M | 0.00% | +3,796+5.4% | Added |
| Man Group plc | 74,117 | $5.57M | 0.01% | −10,510−12.4% | Reduced |
| Blair William & Co | 74,290 | $5.58M | 0.01% | +3,182+4.5% | Added |
| Aptus Capital Advisors, LLC | 75,488 | $5.67M | 0.04% | +75,488 | New |
| Emerald Investment Advisers, LLC | 75,987 | $5.71M | 0.38% | +25,601+50.8% | Added |
| Lazard Asset Management LLC | 76,018 | $5.71M | 0.01% | −8,367−9.9% | Reduced |
| Royal Bank of Canada | 76,669 | $5.76M | 0.00% | +62,880+456.0% | Added |
| Thrivent Financial for Lutherans | 80,334 | $6.04M | 0.01% | +8,805+12.3% | Added |
| Mercer Global Advisors Inc | 81,414 | $6.12M | 0.01% | +639+0.8% | Added |
| Barclays PLC | 81,713 | $6.14M | 0.00% | −514,829−86.3% | Reduced |
| Bridgewater Associates, LP | 83,192 | $6.25M | 0.03% | −70,265−45.8% | Reduced |
| Jennison Associates LLC | 83,787 | $6.29M | 0.00% | +83,787 | New |
| Citigroup Inc | 84,065 | $6.32M | 0.00% | −328,970−79.6% | Reduced |
| LGT Fund Management Co Ltd. | 87,750 | $6.59M | 0.27% | +87,750 | New |
| Steward Partners Investment Advisory, LLC | 90,448 | $6.80M | 0.03% | −4,025−4.3% | Reduced |