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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 129,413 | $7.55M | 0.00% | +24,533+23.4% | Added |
| Viking Fund Management LLC | 100,000 | $7.51M | 0.67% | −57,000−36.3% | Reduced |
| Van Eck Associates Corp | 98,146 | $7.37M | 0.00% | +59,062+151.1% | Added |
| Exchange Traded Concepts, LLC | 98,105 | $7.37M | 0.04% | +5,142+5.5% | Added |
| King Luther Capital Management Corp | 97,003 | $7.29M | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 96,650 | $7.26M | 0.14% | +1,200+1.3% | Added |
| Caxton Associates LLP | 95,288 | $7.16M | 0.13% | +77,270+428.8% | Added |
| Counterpoint Mutual Funds LLC | 94,355 | $7.09M | 0.70% | +94,355 | New |
| Envestnet Asset Management Inc | 90,902 | $6.83M | 0.00% | +84,689+1,363.1% | Added |
| Steward Partners Investment Advisory, LLC | 90,448 | $6.80M | 0.03% | −4,025−4.3% | Reduced |
| LGT Fund Management Co Ltd. | 87,750 | $6.59M | 0.27% | +87,750 | New |
| Citigroup Inc | 84,065 | $6.32M | 0.00% | −328,970−79.6% | Reduced |
| Jennison Associates LLC | 83,787 | $6.29M | 0.00% | +83,787 | New |
| Bridgewater Associates, LP | 83,192 | $6.25M | 0.03% | −70,265−45.8% | Reduced |
| Barclays PLC | 81,713 | $6.14M | 0.00% | −514,829−86.3% | Reduced |
| Mercer Global Advisors Inc | 81,414 | $6.12M | 0.01% | +639+0.8% | Added |
| Thrivent Financial for Lutherans | 80,334 | $6.04M | 0.01% | +8,805+12.3% | Added |
| Royal Bank of Canada | 76,669 | $5.76M | 0.00% | +62,880+456.0% | Added |
| Lazard Asset Management LLC | 76,018 | $5.71M | 0.01% | −8,367−9.9% | Reduced |
| Emerald Investment Advisers, LLC | 75,987 | $5.71M | 0.38% | +25,601+50.8% | Added |
| Aptus Capital Advisors, LLC | 75,488 | $5.67M | 0.04% | +75,488 | New |
| Blair William & Co | 74,290 | $5.58M | 0.01% | +3,182+4.5% | Added |
| Man Group plc | 74,117 | $5.57M | 0.01% | −10,510−12.4% | Reduced |
| AQR Capital Management LLC | 73,838 | $5.55M | 0.00% | +3,796+5.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 73,370 | $5.51M | 0.01% | +60,728+480.4% | Added |
| EAM Investors, LLC | 72,427 | $5.44M | 0.48% | −1,134−1.5% | Reduced |
| Candelo Capital Management LP | 71,378 | $5.36M | 3.94% | −56,193−44.0% | Reduced |
| Vanguard Asset Management, Ltd | 69,690 | $5.24M | 0.00% | +13,315+23.6% | Added |
| Stifel Financial Corp | 64,698 | $4.86M | 0.00% | +38,985+151.6% | Added |
| Capricorn Fund Managers Ltd | 61,365 | $4.61M | 0.37% | +21,336+53.3% | Added |
| HRT Financial LP | 60,431 | $4.54M | 0.01% | −16,442−21.4% | Reduced |
| Crown Advisors Management, Inc. | 60,000 | $4.51M | 2.48% | +10,000+20.0% | Added |
| Covalis Capital LLP | 59,220 | $4.45M | 0.25% | +59,220 | New |
| MetLife Investment Management | 58,884 | $4.42M | 0.02% | +13,430+29.5% | Added |
| Algert Global LLC | 58,720 | $4.41M | 0.05% | +5,090+9.5% | Added |
| Walleye Capital LLC | 56,666 | $4.26M | 0.02% | −343,618−85.8% | Reduced |
| Asset Management One Co.,Ltd. | 56,548 | $4.24M | 0.01% | +5,792+11.4% | Added |
| Ramirez Asset Management, Inc. | 56,261 | $4.23M | 0.44% | −23,244−29.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 55,749 | $4.19M | 0.03% | +3,000+5.7% | Added |
| Horizon Investments, LLC | 55,184 | $4.15M | 0.05% | +5,784+11.7% | Added |
| Numerai GP LLC | 54,885 | $4.12M | 0.34% | +26,548+93.7% | Added |
| Virginia Retirement Systems Et Al | 53,500 | $4.02M | 0.02% | −5,700−9.6% | Reduced |
| Cinctive Capital Management LP | 50,668 | $3.81M | 0.15% | +50,668 | New |
| 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 |
| Illinois Municipal Retirement Fund | 49,612 | $3.73M | 0.04% | +8,835+21.7% | Added |
| Manufacturers Life Insurance Company, The | 49,215 | $3.70M | 0.00% | +11,032+28.9% | Added |
| HighTower Advisors, LLC | 48,474 | $3.64M | 0.00% | −14,045−22.5% | Reduced |
| LMR Partners LLP | 46,548 | $3.50M | 0.03% | +46,548 | New |
| New York State Common Retirement Fund | 45,526 | $3.42M | 0.00% | −57,629−55.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 46,825 | $3.39M | 0.01% | +46,825 | New |
| Montanaro Asset Management Ltd | 45,000 | $3.38M | 1.07% | +45,000 | New |
| Riverwater Partners LLC | 43,987 | $3.30M | 0.98% | −6,775−13.3% | Reduced |
| Vanguard Global Advisers, LLC | 43,629 | $3.28M | 0.00% | +8,037+22.6% | Added |
| Jupiter Topco LLC | 43,481 | $3.27M | 0.00% | +43,481 | New |
| Odyssean, LLC | 43,034 | $3.23M | 0.53% | +17,389+67.8% | Added |
| Kornitzer Capital Management Inc | 42,960 | $3.23M | 0.07% | +42,960 | New |
| Louisiana State Employees Retirement System | 42,900 | $3.22M | 0.05% | +6,000+16.3% | Added |
| NFJ Investment Group, LLC | 42,122 | $3.16M | 0.11% | −31,281−42.6% | Reduced |
| Brant Point Investment Management LLC | 40,000 | $3.01M | 0.67% | +40,000 | New |
| Creative Planning | 38,910 | $2.92M | 0.00% | +7,523+24.0% | Added |
| Gotham Asset Management, LLC | 38,729 | $2.91M | 0.01% | −2,109−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,893 | $2.85M | 0.01% | +8,427+28.6% | Added |
| Intech Investment Management LLC | 37,862 | $2.84M | 0.03% | +15,366+68.3% | Added |
| New York State Teachers Retirement System | 35,575 | $2.67M | 0.00% | +5,279+17.4% | Added |
| State of Tennessee, Treasury Department | 35,570 | $2.67M | 0.01% | −1,566−4.2% | Reduced |
| State of Alaska, Department of Revenue | 35,369 | $2.66M | 0.03% | −8,790−19.9% | Reduced |
| Guggenheim Capital LLC | 35,295 | $2.65M | 0.02% | +12,046+51.8% | Added |
| SRS Capital Advisors, Inc. | 34,890 | $2.62M | 0.02% | +34,876+249,114.3% | Added |
| HSBC Holdings PLC | 32,375 | $2.49M | 0.00% | +32,375 | New |
| RE Advisers Corp | 32,800 | $2.46M | 0.06% | +32,800 | New |
| Massar Capital Management, LP | 32,733 | $2.46M | 0.84% | +32,733 | New |
| Bridge City Capital, LLC | 32,730 | $2.46M | 0.56% | +32,730 | New |
| State of New Jersey Common Pension Fund D | 32,459 | $2.44M | 0.01% | −12,520−27.8% | Reduced |
| Eventide Asset Management, LLC | 32,585 | $2.43M | 0.03% | +32,585 | New |
| Toroso Investments, LLC | 31,572 | $2.37M | 0.01% | −15,650−33.1% | Reduced |
| Los Angeles Capital Management LLC | 30,210 | $2.27M | 0.01% | +30,055+19,390.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,820 | $2.24M | 0.02% | +7,533+33.8% | Added |
| Stablepoint Partners, LLC | 29,662 | $2.23M | 0.31% | +112+0.4% | Added |
| Orvieto Partners, L.P. | 27,981 | $2.10M | 1.59% | −20,000−41.7% | Reduced |
| State of Wisconsin Investment Board | 27,197 | $2.04M | 0.00% | +13,074+92.6% | Added |
| Quantinno Capital Management LP | 27,192 | $2.04M | 0.00% | +1,613+6.3% | Added |
| Arizona State Retirement System | 26,724 | $2.01M | 0.01% | +3,189+13.6% | Added |
| Hudson Bay Capital Management LP | 26,480 | $1.99M | 0.01% | +23,030+667.5% | Added |
| Advisors Preferred, LLC | 29,238 | $1.99M | 0.31% | −31,622−52.0% | Reduced |
| Amalgamated Bank | 26,383 | $1.98M | 0.01% | +2,493+10.4% | Added |
| Yousif Capital Management, LLC | 25,964 | $1.95M | 0.02% | +3,612+16.2% | Added |
| Entropy Technologies, LP | 25,190 | $1.89M | 0.08% | +15,994+173.9% | Added |
| LPL Financial LLC | 24,788 | $1.86M | 0.00% | +2,681+12.1% | Added |
| Cetera Investment Advisers | 24,107 | $1.81M | 0.00% | +6,100+33.9% | Added |
| Vanguard Investments Australia, Ltd. | 23,651 | $1.78M | 0.00% | +2,265+10.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,213 | $1.74M | 0.01% | +2,659+12.9% | Added |
| Pacer Advisors, Inc. | 22,835 | $1.72M | 0.00% | −11,629−33.7% | Reduced |
| Natixis Advisors, L.P. | 22,801 | $1.71M | 0.00% | +5,988+35.6% | Added |
| Awm Capital, LLC | 22,552 | $1.68M | 0.13% | +22,552 | New |
| Oregon Public Employees Retirement Fund | 22,300 | $1.68M | 0.02% | +3,300+17.4% | Added |
| J. Goldman & Co LP | 22,200 | $1.67M | 0.06% | +22,200 | New |
| Voya Investment Management LLC | 21,978 | $1.65M | 0.00% | +7,662+53.5% | Added |
| KLP Kapitalforvaltning AS | 21,900 | $1.65M | 0.01% | +2,900+15.3% | Added |
| TD Asset Management Inc | 21,390 | $1.61M | 0.00% | +21,390 | New |