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Kratos Defense & Security Solutions, Inc.

KTOS
Exchange
Nasdaq
Industry
Guided Missiles & Space Vehicles & Parts
SEC CIK
0001069258

In the last 90 days, Kratos Defense & Security Solutions, Inc. insiders filed 0 open-market purchases and 17 sales; 631 institutions reported holding it in 13F filings for Q2 2026, worth $7.68B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Jun 30, 2021. 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
245
−2 vs. Q1 2021
Shares held
106.6M
−1.07M (−1.0%) vs. Q1 2021
Total value
$3.04B
+$100.0M (+3.4%) vs. Q1 2021
New holders
37
73 more added
Sold out
39
89 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting KTOS 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.

Institutional holdersQ2 2021: 245 institutions
Q1 2021: 248 institutionsQ2 2021: 245 institutionsQ3 2021: 243 institutionsQ4 2021: 242 institutionsQ1 2022: 238 institutionsQ2 2022: 257 institutionsQ3 2022: 247 institutionsQ4 2022: 247 institutionsQ1 2023: 244 institutionsQ2 2023: 241 institutionsQ3 2023: 240 institutionsQ4 2023: 271 institutionsQ1 2024: 311 institutionsQ2 2024: 324 institutionsQ3 2024: 330 institutionsQ4 2024: 350 institutionsQ1 2025: 397 institutionsQ2 2025: 497 institutionsQ3 2025: 629 institutionsQ4 2025: 673 institutionsQ1 2026: 717 institutionsQ2 2026: 631 institutions
Value heldQ2 2021: $3.04B
Q1 2021: $2.94BQ2 2021: $3.04BQ3 2021: $2.40BQ4 2021: $2.06BQ1 2022: $2.17BQ2 2022: $1.50BQ3 2022: $1.08BQ4 2022: $1.11BQ1 2023: $1.46BQ2 2023: $1.55BQ3 2023: $1.64BQ4 2023: $2.30BQ1 2024: $2.37BQ2 2024: $2.57BQ3 2024: $3.01BQ4 2024: $3.48BQ1 2025: $4.59BQ2 2025: $7.76BQ3 2025: $14.0BQ4 2025: $11.5BQ1 2026: $11.8BQ2 2026: $7.68B
Institutions holding KTOS and their total value by quarter
QuarterHoldersValue
Q2 2026631$7.68B
Q1 2026717$11.8B
Q4 2025673$11.5B
Q3 2025629$14.0B
Q2 2025497$7.76B
Q1 2025397$4.59B
Q4 2024350$3.48B
Q3 2024330$3.01B
Q2 2024324$2.57B
Q1 2024311$2.37B
Q4 2023271$2.30B
Q3 2023240$1.64B
Q2 2023241$1.55B
Q1 2023244$1.46B
Q4 2022247$1.11B
Q3 2022247$1.08B
Q2 2022257$1.50B
Q1 2022238$2.17B
Q4 2021242$2.06B
Q3 2021243$2.40B
Q2 2021245$3.04B
Q1 2021248$2.94B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q1 2021.

Institutions holding KTOS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,258,158$320.7M0.01%−104,149−0.9%Reduced
BlackRock Inc.9,270,270$264.1M0.01%−223,902−2.4%Reduced
ARK Investment Management LLCSuperinvestorARK Invest8,345,637$237.8M0.44%+3,103,696+59.2%Added
State Street Corp4,729,324$134.7M0.01%+345,544+7.9%Added
Capital International Investors4,155,647$118.4M0.03%00.0%Unchanged
Bamco Inc4,095,339$116.7M0.27%+137,500+3.5%Added
Price T Rowe Associates Inc3,858,044$109.9M0.01%−167,379−4.2%Reduced
FMR LLC3,432,125$97.8M0.01%−1,664,724−32.7%Reduced
Rovida Advisors Inc.2,708,842$77.2M3.35%00.0%Unchanged
Dimensional Fund Advisors LP2,696,501$76.8M0.02%+24,841+0.9%Added
Stephens Investment Management Group LLC2,640,817$75.2M1.03%−142,989−5.1%Reduced
Nikko Asset Management Americas, Inc.2,505,636$72.1M0.28%+1,174,730+88.3%Added
Sumitomo Mitsui Trust Holdings, Inc.2,493,638$71.0M0.04%+1,162,337+87.3%Added
Loomis Sayles & Co L P2,484,247$70.8M0.09%−50,578−2.0%Reduced
Geode Capital Management, LLC2,148,250$61.2M0.01%+96,710+4.7%Added
Northern Trust Corp1,682,546$47.9M0.01%−55,823−3.2%Reduced
Hood River Capital Management LLC1,656,104$47.2M1.40%+218,279+15.2%Added
Emerald Mutual Fund Advisers Trust1,444,479$41.2M1.35%−42,868−2.9%Reduced
American Capital Management Inc1,412,276$40.2M1.13%+27,627+2.0%Added
Granite Investment Partners, LLC1,352,885$38.5M1.19%+2,719+0.2%Added
Goldman Sachs Group Inc1,321,575$37.7M0.01%−324,743−19.7%Reduced
Emerald Advisers, LLC1,227,870$35.0M1.27%−249,015−16.9%Reduced
Neuberger Berman Group LLC1,177,300$33.5M0.03%−1,801,295−60.5%Reduced
Morgan Stanley1,156,806$33.0M0.00%+528,714+84.2%Added
Federated Hermes, Inc.1,155,500$32.9M0.06%−374,000−24.5%Reduced
Norges Bank1,022,658$29.1M0.01%−56,737−5.3%Reduced
Silvercrest Asset Management Group LLC979,365$27.9M0.18%−23,641−2.4%Reduced
Nuveen Asset Management, LLC904,608$25.8M0.01%+251,644+38.5%Added
Ranger Investment Management, L.P.902,580$25.7M1.34%−21,111−2.3%Reduced
Charles Schwab Investment Management Inc886,564$25.3M0.01%+34,543+4.1%Added
Managed Asset Portfolios, LLC841,797$24.0M3.57%+106,626+14.5%Added
Paradigm Capital Management Inc828,100$23.6M1.13%−67,100−7.5%Reduced
Wells Fargo & Company784,314$22.3M0.01%−43,197−5.2%Reduced
Massachusetts Financial Services Co753,830$21.5M0.01%−14,223−1.9%Reduced
Franklin Resources Inc691,473$19.7M0.01%−111,054−13.8%Reduced
Fred Alger Management, LLC646,928$18.4M0.04%−1,220,464−65.4%Reduced
Bank of New York Mellon Corp611,649$17.4M0.00%+77,398+14.5%Added
Fuller & Thaler Asset Management, Inc.545,025$15.5M0.10%+545,025New
Great Lakes Advisors, LLC502,153$14.3M0.22%−3,236−0.6%Reduced
Susquehanna International Group, LLP488,525$13.9M0.02%−55,642−10.2%Reduced
Peregrine Capital Management LLC460,300$13.1M0.24%−78,988−14.6%Reduced
Mercer Global Advisors Inc456,133$13.0M0.10%+245,374+116.4%Added
Hardman Johnston Global Advisors LLC450,451$12.8M0.31%+14,100+3.2%Added
Scout Investments, Inc.428,189$12.2M0.18%−35,936−7.7%Reduced
Tygh Capital Management, Inc.422,285$12.0M1.64%+112,217+36.2%Added
Raymond James & Associates408,143$11.6M0.01%−6,141−1.5%Reduced
Bank of America Corp403,996$11.5M0.00%−328,356−44.8%Reduced
Ameriprise Financial Inc397,958$11.3M0.00%−110,375−21.7%Reduced
Invesco Ltd.389,963$11.1M0.00%+135,461+53.2%Added
Victory Capital Management Inc388,663$11.1M0.01%−20,922−5.1%Reduced
State of Wisconsin Investment Board364,700$10.4M0.02%−24,700−6.3%Reduced
Frontier Capital Management Co LLC362,668$10.3M0.08%−19,896−5.2%Reduced
Garnet Equity Capital Holdings, Inc.350,000$9.97M5.74%00.0%Unchanged
Citigroup Inc330,010$9.40M0.01%−784−0.2%Reduced
Firsthand Capital Management, Inc.305,000$8.69M2.18%00.0%Unchanged
Osterweis Capital Management Inc276,325$7.87M0.40%−49,960−15.3%Reduced
Corriente Advisors, LLC275,738$7.86M4.24%+275,738New
Renaissance Technologies LLC272,499$7.76M0.01%+103,000+60.8%Added
Swiss National Bank272,100$7.75M0.00%−8,400−3.0%Reduced
California Public Employees Retirement System245,570$7.00M0.01%−163,277−39.9%Reduced
S Squared Technology, LLC242,803$6.92M3.13%+6,342+2.7%Added
Stifel Financial Corp216,203$6.16M0.01%+65,495+43.5%Added
Raymond James Financial Services Advisors, Inc.211,208$6.02M0.01%−2,749−1.3%Reduced
Allianz Asset Management GmbH208,622$5.94M0.01%−55,175−20.9%Reduced
Advisors Capital Management, LLC204,733$5.83M0.18%+10,930+5.6%Added
Russell Investments Group, Ltd.191,420$5.45M0.01%+24,470+14.7%Added
Segall Bryant & Hamill, LLC187,497$5.34M0.05%+11,227+6.4%Added
New York State Common Retirement Fund184,882$5.27M0.01%−4,701−2.5%Reduced
California State Teachers Retirement System169,101$4.82M0.01%−14,440−7.9%Reduced
Rhumbline Advisers163,939$4.67M0.01%+31,841+24.1%Added
Alliancebernstein L.P.163,100$4.65M0.00%−700−0.4%Reduced
Canada Pension Plan Investment Board163,000$4.64M0.01%−49,000−23.1%Reduced
Wellington Management Group LLP147,372$4.20M0.00%−814−0.5%Reduced
BNP Paribas Arbitrage, SA145,035$4.13M0.01%+56,196+63.3%Added
UBS Group AG143,295$4.08M0.00%−43,858−23.4%Reduced
Citadel Advisors LLC133,834$3.81M0.00%+26,083+24.2%Added
D. E. Shaw & Co., Inc.126,783$3.61M0.00%+126,783New
Credit Suisse AG121,224$3.45M0.00%+7,694+6.8%Added
UBS Asset Management Americas Inc119,223$3.40M0.00%+5,738+5.1%Added
PDT Partners, LLC117,062$3.33M0.22%+17,927+18.1%Added
Bard Associates Inc112,948$3.22M1.05%+275+0.2%Added
Legal & General Group Plc110,996$3.16M0.00%−2,637−2.3%Reduced
Marshall Wace North America L.P.110,732$3.15M0.01%−185,789−62.7%Reduced
Sandbar Asset Management LLP107,249$3.06M0.33%−86,360−44.6%Reduced
ExodusPoint Capital Management, LP103,716$2.96M0.05%+103,716New
State of New Jersey Common Pension Fund D102,825$2.93M0.01%+21,791+26.9%Added
Royce & Associates LP101,000$2.88M0.02%00.0%Unchanged
Catalyst Capital Advisors LLC100,000$2.85M0.14%00.0%Unchanged
Parametric Portfolio Associates LLC99,710$2.84M0.00%+2,599+2.7%Added
Great West Life Assurance Co96,148$2.74M0.01%+3,883+4.2%Added
Rafferty Asset Management, LLC90,817$2.59M0.02%+12,778+16.4%Added
SEI Investments Co89,906$2.57M0.01%−18,257−16.9%Reduced
Employees Retirement System of Texas89,000$2.54M0.03%00.0%Unchanged
Macquarie Group Ltd84,562$2.41M0.00%−9,021−9.6%Reduced
JPMorgan Chase & Co81,534$2.32M0.00%−131,143−61.7%Reduced
Deutsche Bank AG79,125$2.25M0.00%−8,698−9.9%Reduced
Truist Financial Corp78,400$2.23M0.00%−22,299−22.1%Reduced
Captrust Financial Advisors74,989$2.14M0.02%+5,751+8.3%Added
Envestnet Asset Management Inc73,911$2.11M0.00%−42,628−36.6%Reduced
American International Group, Inc.68,749$1.96M0.01%−2,010−2.8%Reduced