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 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 2,530,838 | $190.1M | 4.50% | +148,922+6.3% | Added |
| American Century Companies Inc | 2,949,348 | $221.6M | 0.10% | +502,308+20.5% | Added |
| Price T Rowe Associates Inc | 3,035,578 | $228.1M | 0.02% | +985,403+48.1% | Added |
| FMR LLC | 4,072,866 | $306.0M | 0.01% | −490,835−10.8% | Reduced |
| State Street Corp | 4,126,523 | $310.0M | 0.01% | +693,686+20.2% | Added |
| Vanguard Portfolio Management LLC | 4,128,008 | $310.1M | 0.01% | +2,195,272+113.6% | Added |
| Vanguard Capital Management LLC | 4,382,477 | $329.3M | 0.01% | +660,023+17.7% | Added |
| Invesco Ltd. | 8,058,162 | $605.4M | 0.05% | −126,819−1.5% | Reduced |
| BlackRock, Inc. | 15,202,166 | $1.14B | 0.02% | +2,893,153+23.5% | Added |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −385,666−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −321,595−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −147,870−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −132,028−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −118,500−100.0% | Sold out |
| Verbena Value LP | 0 | $0 | 0.00% | −117,400−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −42,670−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −36,199−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −17,759−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,551−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,890−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,206−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,072−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |