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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 16 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
One + One Wealth Management, LLC20,000$570.0K0.39%00.0%Unchanged
Natixis21,323$607.0K0.00%+21,323New
Royal Bank of Canada24,526$699.0K0.00%+5,589+29.5%Added
First Hawaiian Bank24,595$701.0K0.03%−1,830−6.9%Reduced
Gerber Kawasaki Wealth & Investment Management24,741$704.0K0.07%−265−1.1%Reduced
Nomura Holdings Inc25,000$714.0K0.01%+25,000New
Sicart Associates LLC25,325$722.0K0.17%+300+1.2%Added
Montag A & Associates Inc25,396$724.0K0.04%00.0%Unchanged
Caption Management, LLC26,000$741.0K0.07%+26,000New
Barclays PLC26,097$743.0K0.00%−195,275−88.2%Reduced
Cubist Systematic Strategies, LLC27,493$783.0K0.01%+17,723+181.4%Added
LPL Financial LLC27,583$786.0K0.00%+789+2.9%Added
Diametric Capital, LP28,135$802.0K0.58%+28,135New
Global Financial Private Client, LLC27,996$802.1K0.45%00.0%Unchanged
Jane Street Group, LLC31,804$906.0K0.00%−782,272−96.1%Reduced
ProShare Advisors LLC31,830$907.0K0.00%−627−1.9%Reduced
Cambridge Investment Research Advisors, Inc.31,943$910.0K0.00%+6,997+28.0%Added
Wolverine Trading, LLC31,637$936.0K0.03%−13,827−30.4%Reduced
Metropolitan Life Insurance Co33,214$946.3K0.01%−338−1.0%Reduced
Ergoteles LLC33,300$949.0K0.02%+33,300New
Arizona State Retirement System33,561$956.0K0.01%−2,173−6.1%Reduced
Sawtooth Solutions, LLC34,847$993.0K0.20%+8,699+33.3%Added
Two Sigma Investments, LP36,028$1.03M0.00%+36,028New
Comerica Bank50,769$1.09M0.01%+50,769New
Private Advisor Group, LLC38,146$1.09M0.01%+9,125+31.4%Added
Virtu Financial LLC39,887$1.14M0.11%+39,887New
Kornitzer Capital Management Inc40,000$1.14M0.02%+2,600+7.0%Added
Canal Insurance CO40,000$1.14M0.40%+37,000+1,233.3%Added
Cna Financial Corp41,700$1.19M0.34%00.0%Unchanged
Jefferies Group LLC42,302$1.21M0.02%+42,302New
PEAK6 Investments LLC42,451$1.21M0.03%+7,500+21.5%Added
First Trust Advisors LP42,469$1.21M0.00%−69,681−62.1%Reduced
MetLife Investment Management42,530$1.21M0.01%00.0%Unchanged
Balyasny Asset Management LLC43,358$1.24M0.01%+34,570+393.4%Added
Glassman Wealth Services46,644$1.33M0.28%00.0%Unchanged
Voloridge Investment Management, LLC47,985$1.37M0.01%+14,066+41.5%Added
Spouting Rock Asset Management, LLC48,702$1.39M0.43%+12,667+35.2%Added
Voya Investment Management LLC49,036$1.40M0.00%−4,306−8.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.49,906$1.42M0.01%−8,000−13.8%Reduced
State Board of Administration of Florida Retirement System49,911$1.42M0.00%+627+1.3%Added
Bouvel Investment Partners, LLC59,876$1.71M0.96%+551+0.9%Added
Allred Capital Management, LLC61,000$1.74M0.86%+2,750+4.7%Added
Bank of Montreal60,842$1.84M0.00%+2,517+4.3%Added
TD Asset Management Inc69,301$1.89M0.00%−24,624−26.2%Reduced
Manufacturers Life Insurance Company, The68,630$1.96M0.00%+1,173+1.7%Added
American International Group, Inc.68,749$1.96M0.01%−2,010−2.8%Reduced
Envestnet Asset Management Inc73,911$2.11M0.00%−42,628−36.6%Reduced
Captrust Financial Advisors74,989$2.14M0.02%+5,751+8.3%Added
Truist Financial Corp78,400$2.23M0.00%−22,299−22.1%Reduced
Deutsche Bank AG79,125$2.25M0.00%−8,698−9.9%Reduced
JPMorgan Chase & Co81,534$2.32M0.00%−131,143−61.7%Reduced
Macquarie Group Ltd84,562$2.41M0.00%−9,021−9.6%Reduced
Employees Retirement System of Texas89,000$2.54M0.03%00.0%Unchanged
SEI Investments Co89,906$2.57M0.01%−18,257−16.9%Reduced
Rafferty Asset Management, LLC90,817$2.59M0.02%+12,778+16.4%Added
Great West Life Assurance Co96,148$2.74M0.01%+3,883+4.2%Added
Parametric Portfolio Associates LLC99,710$2.84M0.00%+2,599+2.7%Added
Catalyst Capital Advisors LLC100,000$2.85M0.14%00.0%Unchanged
Royce & Associates LP101,000$2.88M0.02%00.0%Unchanged
State of New Jersey Common Pension Fund D102,825$2.93M0.01%+21,791+26.9%Added
ExodusPoint Capital Management, LP103,716$2.96M0.05%+103,716New
Sandbar Asset Management LLP107,249$3.06M0.33%−86,360−44.6%Reduced
Marshall Wace North America L.P.110,732$3.15M0.01%−185,789−62.7%Reduced
Legal & General Group Plc110,996$3.16M0.00%−2,637−2.3%Reduced
Bard Associates Inc112,948$3.22M1.05%+275+0.2%Added
PDT Partners, LLC117,062$3.33M0.22%+17,927+18.1%Added
UBS Asset Management Americas Inc119,223$3.40M0.00%+5,738+5.1%Added
Credit Suisse AG121,224$3.45M0.00%+7,694+6.8%Added
D. E. Shaw & Co., Inc.126,783$3.61M0.00%+126,783New
Citadel Advisors LLC133,834$3.81M0.00%+26,083+24.2%Added
UBS Group AG143,295$4.08M0.00%−43,858−23.4%Reduced
BNP Paribas Arbitrage, SA145,035$4.13M0.01%+56,196+63.3%Added
Wellington Management Group LLP147,372$4.20M0.00%−814−0.5%Reduced
Canada Pension Plan Investment Board163,000$4.64M0.01%−49,000−23.1%Reduced
Alliancebernstein L.P.163,100$4.65M0.00%−700−0.4%Reduced
Rhumbline Advisers163,939$4.67M0.01%+31,841+24.1%Added
California State Teachers Retirement System169,101$4.82M0.01%−14,440−7.9%Reduced
New York State Common Retirement Fund184,882$5.27M0.01%−4,701−2.5%Reduced
Segall Bryant & Hamill, LLC187,497$5.34M0.05%+11,227+6.4%Added
Russell Investments Group, Ltd.191,420$5.45M0.01%+24,470+14.7%Added
Advisors Capital Management, LLC204,733$5.83M0.18%+10,930+5.6%Added
Allianz Asset Management GmbH208,622$5.94M0.01%−55,175−20.9%Reduced
Raymond James Financial Services Advisors, Inc.211,208$6.02M0.01%−2,749−1.3%Reduced
Stifel Financial Corp216,203$6.16M0.01%+65,495+43.5%Added
S Squared Technology, LLC242,803$6.92M3.13%+6,342+2.7%Added
California Public Employees Retirement System245,570$7.00M0.01%−163,277−39.9%Reduced
Swiss National Bank272,100$7.75M0.00%−8,400−3.0%Reduced
Renaissance Technologies LLC272,499$7.76M0.01%+103,000+60.8%Added
Corriente Advisors, LLC275,738$7.86M4.24%+275,738New
Osterweis Capital Management Inc276,325$7.87M0.40%−49,960−15.3%Reduced
Firsthand Capital Management, Inc.305,000$8.69M2.18%00.0%Unchanged
Citigroup Inc330,010$9.40M0.01%−784−0.2%Reduced
Garnet Equity Capital Holdings, Inc.350,000$9.97M5.74%00.0%Unchanged
Frontier Capital Management Co LLC362,668$10.3M0.08%−19,896−5.2%Reduced
State of Wisconsin Investment Board364,700$10.4M0.02%−24,700−6.3%Reduced
Victory Capital Management Inc388,663$11.1M0.01%−20,922−5.1%Reduced
Invesco Ltd.389,963$11.1M0.00%+135,461+53.2%Added
Ameriprise Financial Inc397,958$11.3M0.00%−110,375−21.7%Reduced
Bank of America Corp403,996$11.5M0.00%−328,356−44.8%Reduced
Raymond James & Associates408,143$11.6M0.01%−6,141−1.5%Reduced