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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, 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
Goldman Sachs Group Inc424,255$9.46M0.00%−897,320−67.9%Reduced
Mercer Global Advisors Inc436,333$9.73M0.07%−19,800−4.3%Reduced
Hardman Johnston Global Advisors LLC446,421$9.96M0.27%−4,030−0.9%Reduced
ARS Investment Partners, LLC461,321$10.3M1.03%+461,321New
Peregrine Capital Management LLC468,363$10.4M0.22%+8,063+1.8%Added
Bank of America Corp494,221$11.0M0.00%+90,225+22.3%Added
Fuller & Thaler Asset Management, Inc.505,222$11.3M0.07%−39,803−7.3%Reduced
Nuveen Asset Management, LLC561,742$12.5M0.00%−342,866−37.9%Reduced
Bank of New York Mellon Corp624,280$13.9M0.00%+12,631+2.1%Added
Fred Alger Management, LLC652,444$14.6M0.03%+5,516+0.9%Added
Wells Fargo & Company663,930$14.8M0.00%−120,384−15.3%Reduced
Massachusetts Financial Services Co743,991$16.6M0.00%−9,839−1.3%Reduced
Paradigm Capital Management Inc788,100$17.6M0.90%−40,000−4.8%Reduced
Norges Bank850,783$19.0M0.00%−171,875−16.8%Reduced
Ranger Investment Management, L.P.879,790$19.6M1.05%−22,790−2.5%Reduced
Charles Schwab Investment Management Inc925,825$20.7M0.01%+39,261+4.4%Added
Silvercrest Asset Management Group LLC956,979$21.4M0.14%−22,386−2.3%Reduced
Franklin Resources Inc971,189$21.7M0.01%+279,716+40.5%Added
Morgan Stanley1,008,816$22.5M0.00%−147,990−12.8%Reduced
Managed Asset Portfolios, LLC1,013,820$22.6M3.44%+172,023+20.4%Added
Emerald Advisers, LLC1,145,411$25.6M0.93%−82,459−6.7%Reduced
Granite Investment Partners, LLC1,313,359$29.3M0.91%−39,526−2.9%Reduced
Emerald Mutual Fund Advisers Trust1,388,336$31.0M1.07%−56,143−3.9%Reduced
Hood River Capital Management LLC1,428,931$31.9M0.99%−227,173−13.7%Reduced
Neuberger Berman Group LLC1,452,449$32.4M0.03%+275,149+23.4%Added
Northern Trust Corp1,651,619$36.8M0.01%−30,927−1.8%Reduced
American Capital Management Inc1,739,290$38.8M1.04%+327,014+23.2%Added
Stephens Investment Management Group LLC1,810,068$40.4M0.55%−830,749−31.5%Reduced
Geode Capital Management, LLC2,104,358$46.9M0.01%−43,892−2.0%Reduced
Loomis Sayles & Co L P2,446,289$54.6M0.07%−37,958−1.5%Reduced
Dimensional Fund Advisors LP2,698,510$60.2M0.02%+2,009+0.1%Added
Rovida Advisors Inc.2,708,842$60.4M2.56%00.0%Unchanged
Price T Rowe Associates Inc3,269,092$72.9M0.01%−588,952−15.3%Reduced
Nikko Asset Management Americas, Inc.3,762,940$82.8M0.36%+1,257,304+50.2%Added
Capital International Investors3,737,845$83.4M0.02%−417,802−10.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,754,984$83.8M0.05%+1,261,346+50.6%Added
Bamco Inc4,278,630$95.5M0.22%+183,291+4.5%Added
State Street Corp4,702,425$104.9M0.01%−26,899−0.6%Reduced
FMR LLC4,823,176$107.6M0.01%+1,391,051+40.5%Added
BlackRock Inc.9,109,368$203.2M0.01%−160,902−1.7%Reduced
ARK Investment Management LLCSuperinvestorARK Invest9,563,962$213.4M0.51%+1,218,325+14.6%Added
Vanguard Group Inc11,266,933$251.4M0.01%+8,775+0.1%Added
Gerber Kawasaki Wealth & Investment Management40––−24,701−99.8%Reduced
Federated Hermes, Inc.0$00.00%−1,155,500−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−276,325−100.0%Sold out
Corriente Advisors, LLC0$00.00%−275,738−100.0%Sold out
Renaissance Technologies LLC0$00.00%−272,499−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−163,000−100.0%Sold out
Royce & Associates LP0$00.00%−101,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−47,985−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−43,358−100.0%Sold out
Virtu Financial LLC0$00.00%−39,887−100.0%Sold out
Two Sigma Investments, LP0$00.00%−36,028−100.0%Sold out
Ergoteles LLC0$00.00%−33,300−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−31,943−100.0%Sold out
Nomura Holdings Inc0$00.00%−25,000−100.0%Sold out
Gainplan LLC0$00.00%−15,275−100.0%Sold out
Walleye Trading LLC0$00.00%−14,585−100.0%Sold out
Magnetar Financial LLC0$00.00%−13,997−100.0%Sold out
FORA Capital, LLC0$00.00%−12,702−100.0%Sold out
HighTower Advisors, LLC0$00.00%−12,175−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−11,884−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−8,950−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−8,700−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−8,491−100.0%Sold out
Advisory Services Network, LLC0$00.00%−8,088−100.0%Sold out
Bluestein R H & Co0$00.00%−8,000−100.0%Sold out
GMT Capital Corp0$00.00%−7,948−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−7,420−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−7,332−100.0%Sold out
Pinz Capital Management, LP0$00.00%−4,000−100.0%Sold out
SG3 Management, LLC0$00.00%−2,500−100.0%Sold out
Spire Wealth Management0$00.00%0Sold out
Allworth Financial LP0$00.00%−1,000−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−500−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−267−100.0%Sold out
Beck Bode, LLC0$00.00%−290−100.0%Sold out
Hudock, Inc.0$00.00%−150−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−89−100.0%Sold out
Carroll Financial Associates, Inc.0$00.00%−63−100.0%Sold out
Reilly Financial Advisors, LLC0$00.00%−4−100.0%Sold out
Pictet Asset Management Ltd––––Not filed