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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 90,902 | $6.83M | 0.00% | +84,689+1,363.1% | Added |
| Counterpoint Mutual Funds LLC | 94,355 | $7.09M | 0.70% | +94,355 | New |
| Caxton Associates LLP | 95,288 | $7.16M | 0.13% | +77,270+428.8% | Added |
| Sit Investment Associates Inc | 96,650 | $7.26M | 0.14% | +1,200+1.3% | Added |
| King Luther Capital Management Corp | 97,003 | $7.29M | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 98,105 | $7.37M | 0.04% | +5,142+5.5% | Added |
| Van Eck Associates Corp | 98,146 | $7.37M | 0.00% | +59,062+151.1% | Added |
| Viking Fund Management LLC | 100,000 | $7.51M | 0.67% | −57,000−36.3% | Reduced |
| Alliancebernstein L.P. | 129,413 | $7.55M | 0.00% | +24,533+23.4% | Added |
| Prudential Financial Inc | 101,685 | $7.64M | 0.01% | +16,675+19.6% | Added |
| Longaeva Partners L.P. | 104,305 | $7.84M | 0.23% | +104,305 | New |
| Raymond James Financial Inc | 109,121 | $8.20M | 0.00% | +897+0.8% | Added |
| Norges Bank | 109,900 | $8.26M | 0.00% | +109,900 | New |
| California State Teachers Retirement System | 112,352 | $8.44M | 0.01% | +11,956+11.9% | Added |
| FORA Capital, LLC | 113,715 | $8.54M | 0.59% | +77,218+211.6% | Added |
| Empowered Funds, LLC | 120,719 | $9.07M | 0.05% | +120,719 | New |
| HITE Hedge Asset Management LLC | 123,154 | $9.25M | 0.51% | +123,154 | New |
| Russell Investments Group, Ltd. | 123,568 | $9.28M | 0.01% | −67,580−35.4% | Reduced |
| HWG Holdings LP | 125,216 | $9.41M | 2.13% | −53,453−29.9% | Reduced |
| Pier Capital, LLC | 126,138 | $9.48M | 1.26% | −2,056−1.6% | Reduced |
| Baker Ellis Asset Management LLC | 128,558 | $9.66M | 1.00% | −499−0.4% | Reduced |
| Wells Fargo & Company | 131,086 | $9.85M | 0.00% | +67,829+107.2% | Added |
| SEI Investments Co | 151,353 | $11.4M | 0.01% | +110,593+271.3% | Added |
| Fifth Third Bancorp | 154,889 | $11.6M | 0.02% | +132,626+595.7% | Added |
| UBS Asset Management Americas Inc | 163,851 | $12.3M | 0.00% | −16,278−9.0% | Reduced |
| LGT Group Foundation | 170,479 | $12.8M | 0.14% | +170,479 | New |
| Aventail Capital Group, LP | 171,727 | $12.9M | 0.74% | −81,994−32.3% | Reduced |
| Brookfield Asset Management Inc. | 179,835 | $13.5M | 0.02% | −98,302−35.3% | Reduced |
| Alyeska Investment Group, L.P. | 180,649 | $13.6M | 0.03% | −33,291−15.6% | Reduced |
| Yaupon Capital Management LP | 190,000 | $14.3M | 0.48% | +190,000 | New |
| Swiss National Bank | 194,400 | $14.6M | 0.01% | +24,900+14.7% | Added |
| Ghisallo Capital Management LLC | 200,000 | $15.0M | 0.29% | −300,000−60.0% | Reduced |
| Marshall Wace, LLP | 207,204 | $15.6M | 0.01% | −35,625−14.7% | Reduced |
| Freestone Grove Partners LP | 209,519 | $15.7M | 0.10% | +17,048+8.9% | Added |
| Victory Capital Management Inc | 220,136 | $16.5M | 0.01% | +5,787+2.7% | Added |
| WCM Investment Management, LLC | 225,048 | $16.8M | 0.03% | +225,048 | New |
| Rhumbline Advisers | 227,157 | $17.1M | 0.01% | +9,918+4.6% | Added |
| Neuberger Berman Group LLC | 229,198 | $17.2M | 0.01% | +224,827+5,143.6% | Added |
| Legal & General Group Plc | 237,450 | $17.8M | 0.00% | +35,334+17.5% | Added |
| Chickasaw Capital Management LLC | 243,000 | $18.3M | 0.66% | +243,000 | New |
| Balyasny Asset Management LLC | 244,965 | $18.4M | 0.03% | +244,965 | New |
| Arvin Capital Management LP | 246,609 | $18.5M | 3.47% | +246,609 | New |
| First Trust Advisors LP | 250,052 | $18.8M | 0.01% | +54,293+27.7% | Added |
| Jain Global LLC | 256,490 | $19.3M | 0.23% | +242,169+1,691.0% | Added |
| Standard Life Aberdeen plc | 258,916 | $19.5M | 0.03% | +258,916 | New |
| Allianz Asset Management GmbH | 263,000 | $19.8M | 0.02% | +230,100+699.4% | Added |
| Cushing Asset Management, LP | 300,000 | $22.5M | 1.01% | +300,000 | New |
| Ripple Effect Asset Management LP | 300,630 | $22.6M | 13.34% | −157,370−34.4% | Reduced |
| Renaissance Technologies LLC | 307,122 | $23.1M | 0.03% | −531,500−63.4% | Reduced |
| Royce & Associates LP | 311,031 | $23.4M | 0.19% | −26,000−7.7% | Reduced |
| Deutsche Bank AG | 321,015 | $24.1M | 0.01% | +212,731+196.5% | Added |
| D. E. Shaw & Co., Inc. | 334,810 | $25.2M | 0.02% | +146,621+77.9% | Added |
| Hood River Capital Management LLC | 335,688 | $25.2M | 0.18% | +335,688 | New |
| Duff & Phelps Investment Management Co | 349,051 | $26.2M | 0.25% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 350,000 | $26.3M | 1.06% | +100,000+40.0% | Added |
| Oberweis Asset Management Inc | 355,870 | $26.7M | 0.55% | +355,870 | New |
| Hawk Ridge Capital Management LP | 356,550 | $26.8M | 0.86% | +52,750+17.4% | Added |
| Westend Capital Management, LLC | 366,972 | $27.6M | 6.31% | −2,563−0.7% | Reduced |
| Pinnbrook Capital Management LP | 391,854 | $29.4M | 4.90% | +217,007+124.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 397,966 | $29.9M | 0.06% | +137,526+52.8% | Added |
| Westfield Capital Management Co LP | 402,126 | $30.2M | 0.10% | +402,126 | New |
| Loomis Sayles & Co L P | 425,988 | $32.0M | 0.04% | −17,316−3.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 430,763 | $32.4M | 0.05% | +277,765+181.5% | Added |
| Federated Hermes, Inc. | 453,615 | $34.1M | 0.05% | +47,398+11.7% | Added |
| Copeland Capital Management, LLC | 476,035 | $35.8M | 0.73% | +476,035 | New |
| JPMorgan Chase & Co | 485,428 | $36.5M | 0.00% | +8,295+1.7% | Added |
| Millennium Management LLC | 502,538 | $37.8M | 0.03% | +239,300+90.9% | Added |
| Public Sector Pension Investment Board | 573,947 | $43.1M | 0.11% | +45,516+8.6% | Added |
| CIBC Bancorp USA Inc. | 574,636 | $43.2M | 0.05% | −4,236−0.7% | Reduced |
| Squarepoint Ops LLC | 589,510 | $44.3M | 0.09% | +566,882+2,505.2% | Added |
| Augustine Asset Management Inc | 609,394 | $45.8M | 9.27% | 00.0% | Unchanged |
| Principal Financial Group Inc | 636,273 | $47.8M | 0.02% | +88,254+16.1% | Added |
| Conestoga Capital Advisors, LLC | 646,145 | $48.5M | 1.06% | +646,145 | New |
| T. Rowe Price Investment Management, Inc. | 652,761 | $49.0M | 0.03% | +652,761 | New |
| Driehaus Capital Management LLC | 655,608 | $49.3M | 0.29% | +655,608 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 656,730 | $49.3M | 0.05% | −38,755−5.6% | Reduced |
| Vanguard Fiduciary Trust Co | 704,694 | $52.9M | 0.01% | +122,723+21.1% | Added |
| Franklin Resources Inc | 708,756 | $53.2M | 0.01% | +313,473+79.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 768,470 | $57.7M | 0.59% | +42,223+5.8% | Added |
| UBS Group AG | 796,301 | $59.8M | 0.01% | −89,898−10.1% | Reduced |
| Nomura Asset Management International Inc. | 820,438 | $61.6M | 0.09% | −672,293−45.0% | Reduced |
| Nuveen, LLC | 832,812 | $62.6M | 0.01% | +361,950+76.9% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 845,070 | $63.5M | 0.39% | +845,070 | New |
| Ameriprise Financial Inc | 874,965 | $65.7M | 0.01% | −2,492−0.3% | Reduced |
| Eagle Global Advisors LLC | 882,370 | $66.3M | 2.19% | −48,420−5.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 952,765 | $71.6M | 0.09% | +1,449+0.2% | Added |
| Bank of New York Mellon Corp | 979,946 | $73.6M | 0.01% | +176,529+22.0% | Added |
| Northern Trust Corp | 1,038,831 | $78.0M | 0.01% | +254,920+32.5% | Added |
| BNP Paribas Arbitrage, SA | 1,084,271 | $81.5M | 0.04% | +239,519+28.4% | Added |
| Charles Schwab Investment Management Inc | 1,096,762 | $82.4M | 0.01% | +153,343+16.3% | Added |
| Kayne Anderson Capital Advisors LP | 1,128,985 | $84.8M | 1.66% | +506,016+81.2% | Added |
| Citadel Advisors LLC | 1,177,330 | $88.5M | 0.05% | −727,477−38.2% | Reduced |
| Morgan Stanley | 1,261,964 | $94.8M | 0.01% | +331,849+35.7% | Added |
| 140 Summer Partners LP | 1,302,130 | $97.8M | 7.92% | +6,208+0.5% | Added |
| Bank of America Corp | 1,462,131 | $109.8M | 0.01% | −75,687−4.9% | Reduced |
| Goldman Sachs Group Inc | 1,745,546 | $131.1M | 0.01% | −368,747−17.4% | Reduced |
| Two Sigma Investments, LP | 2,103,821 | $158.1M | 0.12% | +306,833+17.1% | Added |
| Wellington Management Group LLP | 2,432,174 | $182.7M | 0.03% | +1,117,743+85.0% | Added |
| Geode Capital Management, LLC | 2,491,617 | $187.2M | 0.01% | +498,892+25.0% | Added |
| Dimensional Fund Advisors LP | 2,524,261 | $189.6M | 0.03% | −581,294−18.7% | Reduced |