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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, Q3 2021

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Sep 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
243
−1 vs. Q2 2021
Shares held
107.7M
+1.10M (+1.0%) vs. Q2 2021
Total value
$2.40B
−$637.1M (−21.0%) vs. Q2 2021
New holders
37
82 more added
Sold out
38
81 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 243 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 heldQ3 2021: $2.40B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q2 2021.

Institutions holding KTOS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,266,933$251.4M0.01%+8,775+0.1%Added
ARK Investment Management LLCSuperinvestorARK Invest9,563,962$213.4M0.51%+1,218,325+14.6%Added
BlackRock Inc.9,109,368$203.2M0.01%−160,902−1.7%Reduced
FMR LLC4,823,176$107.6M0.01%+1,391,051+40.5%Added
State Street Corp4,702,425$104.9M0.01%−26,899−0.6%Reduced
Bamco Inc4,278,630$95.5M0.22%+183,291+4.5%Added
Sumitomo Mitsui Trust Holdings, Inc.3,754,984$83.8M0.05%+1,261,346+50.6%Added
Capital International Investors3,737,845$83.4M0.02%−417,802−10.1%Reduced
Nikko Asset Management Americas, Inc.3,762,940$82.8M0.36%+1,257,304+50.2%Added
Price T Rowe Associates Inc3,269,092$72.9M0.01%−588,952−15.3%Reduced
Rovida Advisors Inc.2,708,842$60.4M2.56%00.0%Unchanged
Dimensional Fund Advisors LP2,698,510$60.2M0.02%+2,009+0.1%Added
Loomis Sayles & Co L P2,446,289$54.6M0.07%−37,958−1.5%Reduced
Geode Capital Management, LLC2,104,358$46.9M0.01%−43,892−2.0%Reduced
Stephens Investment Management Group LLC1,810,068$40.4M0.55%−830,749−31.5%Reduced
American Capital Management Inc1,739,290$38.8M1.04%+327,014+23.2%Added
Northern Trust Corp1,651,619$36.8M0.01%−30,927−1.8%Reduced
Neuberger Berman Group LLC1,452,449$32.4M0.03%+275,149+23.4%Added
Hood River Capital Management LLC1,428,931$31.9M0.99%−227,173−13.7%Reduced
Emerald Mutual Fund Advisers Trust1,388,336$31.0M1.07%−56,143−3.9%Reduced
Granite Investment Partners, LLC1,313,359$29.3M0.91%−39,526−2.9%Reduced
Emerald Advisers, LLC1,145,411$25.6M0.93%−82,459−6.7%Reduced
Managed Asset Portfolios, LLC1,013,820$22.6M3.44%+172,023+20.4%Added
Morgan Stanley1,008,816$22.5M0.00%−147,990−12.8%Reduced
Franklin Resources Inc971,189$21.7M0.01%+279,716+40.5%Added
Silvercrest Asset Management Group LLC956,979$21.4M0.14%−22,386−2.3%Reduced
Charles Schwab Investment Management Inc925,825$20.7M0.01%+39,261+4.4%Added
Ranger Investment Management, L.P.879,790$19.6M1.05%−22,790−2.5%Reduced
Norges Bank850,783$19.0M0.00%−171,875−16.8%Reduced
Paradigm Capital Management Inc788,100$17.6M0.90%−40,000−4.8%Reduced
Massachusetts Financial Services Co743,991$16.6M0.00%−9,839−1.3%Reduced
Wells Fargo & Company663,930$14.8M0.00%−120,384−15.3%Reduced
Fred Alger Management, LLC652,444$14.6M0.03%+5,516+0.9%Added
Bank of New York Mellon Corp624,280$13.9M0.00%+12,631+2.1%Added
Nuveen Asset Management, LLC561,742$12.5M0.00%−342,866−37.9%Reduced
Fuller & Thaler Asset Management, Inc.505,222$11.3M0.07%−39,803−7.3%Reduced
Bank of America Corp494,221$11.0M0.00%+90,225+22.3%Added
Peregrine Capital Management LLC468,363$10.4M0.22%+8,063+1.8%Added
ARS Investment Partners, LLC461,321$10.3M1.03%+461,321New
Hardman Johnston Global Advisors LLC446,421$9.96M0.27%−4,030−0.9%Reduced
Mercer Global Advisors Inc436,333$9.73M0.07%−19,800−4.3%Reduced
Goldman Sachs Group Inc424,255$9.46M0.00%−897,320−67.9%Reduced
Scout Investments, Inc.423,486$9.45M0.14%−4,703−1.1%Reduced
S Squared Technology, LLC422,803$9.43M4.28%+180,000+74.1%Added
Raymond James & Associates386,717$8.63M0.01%−21,426−5.2%Reduced
Invesco Ltd.386,085$8.61M0.00%−3,878−1.0%Reduced
State of Wisconsin Investment Board364,700$8.14M0.02%00.0%Unchanged
Susquehanna International Group, LLP364,465$8.13M0.01%−124,060−25.4%Reduced
Victory Capital Management Inc363,356$8.11M0.01%−25,307−6.5%Reduced
Frontier Capital Management Co LLC353,134$7.88M0.06%−9,534−2.6%Reduced
Tygh Capital Management, Inc.335,526$7.49M1.01%−86,759−20.5%Reduced
Citigroup Inc325,168$7.25M0.01%−4,842−1.5%Reduced
Segall Bryant & Hamill, LLC316,974$7.07M0.07%+129,477+69.1%Added
Garnet Equity Capital Holdings, Inc.375,000$7.07M6.68%+25,000+7.1%Added
Firsthand Capital Management, Inc.310,000$6.92M2.06%+5,000+1.6%Added
Ameriprise Financial Inc307,899$6.87M0.00%−90,059−22.6%Reduced
Great Lakes Advisors, LLC287,242$6.41M0.10%−214,911−42.8%Reduced
Swiss National Bank273,500$6.10M0.00%+1,400+0.5%Added
UBS Group AG263,904$5.89M0.00%+120,609+84.2%Added
California Public Employees Retirement System249,474$5.57M0.00%+3,904+1.6%Added
Advisors Capital Management, LLC226,965$5.06M0.15%+22,232+10.9%Added
Guggenheim Capital LLC210,792$4.70M0.03%+210,792New
Raymond James Financial Services Advisors, Inc.208,942$4.66M0.01%−2,266−1.1%Reduced
Russell Investments Group, Ltd.198,368$4.42M0.01%+6,948+3.6%Added
Allianz Asset Management GmbH190,927$4.26M0.00%−17,695−8.5%Reduced
Wellington Management Group LLP185,635$4.14M0.00%+38,263+26.0%Added
Rhumbline Advisers168,453$3.76M0.01%+4,514+2.8%Added
New York State Common Retirement Fund167,760$3.74M0.00%−17,122−9.3%Reduced
California State Teachers Retirement System167,725$3.74M0.00%−1,376−0.8%Reduced
Stephens Inc166,606$3.72M0.06%+163,029+4,557.7%Added
Alliancebernstein L.P.152,300$3.40M0.00%−10,800−6.6%Reduced
Stifel Financial Corp149,838$3.34M0.00%−66,365−30.7%Reduced
ExodusPoint Capital Management, LP144,585$3.23M0.05%+40,869+39.4%Added
Legal & General Group Plc141,482$3.16M0.00%+30,486+27.5%Added
Credit Suisse AG138,711$3.10M0.00%+17,487+14.4%Added
PDT Partners, LLC136,100$3.04M0.22%+19,038+16.3%Added
Diametric Capital, LP130,154$2.90M2.29%+102,019+362.6%Added
State of New Jersey Common Pension Fund D123,087$2.75M0.01%+20,262+19.7%Added
BNP Paribas Arbitrage, SA121,733$2.72M0.01%−23,302−16.1%Reduced
Parametric Portfolio Associates LLC119,207$2.66M0.00%+19,497+19.6%Added
D. E. Shaw & Co., Inc.118,650$2.65M0.00%−8,133−6.4%Reduced
Employees Retirement System of Texas114,000$2.54M0.03%+25,000+28.1%Added
Catalyst Capital Advisors LLC113,320$2.53M0.13%+13,320+13.3%Added
Bard Associates Inc112,948$2.52M0.85%00.0%Unchanged
Private Advisor Group, LLC109,863$2.45M0.02%+71,717+188.0%Added
UBS Asset Management Americas Inc109,338$2.44M0.00%−9,885−8.3%Reduced
Sandbar Asset Management LLP104,662$2.33M0.25%−2,587−2.4%Reduced
Macquarie Group Ltd101,407$2.26M0.00%+16,845+19.9%Added
Great West Life Assurance Co90,699$2.04M0.00%−5,449−5.7%Reduced
JPMorgan Chase & Co91,042$2.03M0.00%+9,508+11.7%Added
SEI Investments Co88,561$2.01M0.00%−1,345−1.5%Reduced
Capital Fund Management S.A.88,404$1.97M0.05%+68,731+349.4%Added
Rafferty Asset Management, LLC86,517$1.93M0.01%−4,300−4.7%Reduced
Truist Financial Corp82,037$1.83M0.00%+3,637+4.6%Added
Bank of Montreal78,461$1.79M0.00%+17,619+29.0%Added
Prelude Capital Management, LLC79,632$1.78M0.10%+62,085+353.8%Added
Envestnet Asset Management Inc77,688$1.73M0.00%+3,777+5.1%Added
Deutsche Bank AG76,851$1.71M0.00%−2,274−2.9%Reduced
Barclays PLC76,225$1.70M0.00%+50,128+192.1%Added
Captrust Financial Advisors75,221$1.68M0.01%+232+0.3%Added