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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 2022

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Jun 30, 2022. 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
257
+21 vs. Q1 2022
Shares held
107.5M
+1.68M (+1.6%) vs. Q1 2022
Total value
$1.50B
−$668.5M (−30.9%) vs. Q1 2022
New holders
45
88 more added
Sold out
24
71 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 257 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 2022: $1.50B
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 2022

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q1 2022.

Institutions holding KTOS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,388,848$158.1M0.00%+21,957+0.2%Added
BlackRock Inc.10,074,116$139.8M0.00%+501,140+5.2%Added
ARK Investment Management LLCSuperinvestorARK Invest8,229,121$118.7M0.70%−342,974−4.0%Reduced
State Street Corp6,217,807$86.3M0.01%+656,295+11.8%Added
Sumitomo Mitsui Trust Holdings, Inc.4,666,609$64.8M0.05%+237,758+5.4%Added
Nikko Asset Management Americas, Inc.4,664,771$63.1M0.78%+235,920+5.3%Added
Bamco Inc4,112,756$57.1M0.18%+250,000+6.5%Added
Dimensional Fund Advisors LP2,951,668$41.0M0.01%+234,045+8.6%Added
Price T Rowe Associates Inc2,705,664$37.6M0.00%+22,359+0.8%Added
Stephens Investment Management Group LLC2,451,546$34.0M0.63%+130,445+5.6%Added
Geode Capital Management, LLC2,280,535$31.7M0.00%+30,275+1.3%Added
American Capital Management Inc2,068,125$28.7M1.08%+59,035+2.9%Added
Franklin Resources Inc1,930,891$26.8M0.01%+492,083+34.2%Added
FMR LLC1,819,323$25.3M0.00%−706,533−28.0%Reduced
Rovida Advisors Inc.1,792,888$24.9M6.40%00.0%Unchanged
Goldman Sachs Group Inc1,696,230$23.5M0.01%+877,043+107.1%Added
Emerald Advisers, LLC1,672,336$23.2M1.19%−44,806−2.6%Reduced
Northern Trust Corp1,560,343$21.7M0.00%−70,805−4.3%Reduced
Hood River Capital Management LLC1,525,712$21.2M0.84%+82,719+5.7%Added
Emerald Mutual Fund Advisers Trust1,448,350$20.1M1.16%+30,482+2.1%Added
Nuveen Asset Management, LLC1,434,761$19.9M0.01%+102,196+7.7%Added
D. E. Shaw & Co., Inc.1,266,906$17.6M0.03%+287,649+29.4%Added
Fred Alger Management, LLC1,244,158$17.3M0.08%+142,879+13.0%Added
Granite Investment Partners, LLC1,230,810$17.1M0.71%+141,372+13.0%Added
Massachusetts Financial Services Co1,173,021$16.3M0.01%+1,173,021New
Managed Asset Portfolios, LLC1,157,635$16.1M2.55%+59,219+5.4%Added
Norges Bank1,077,300$15.0M0.00%+9,785+0.9%Added
Charles Schwab Investment Management Inc1,060,848$14.7M0.01%+32,247+3.1%Added
Neuberger Berman Group LLC1,059,623$14.6M0.01%−237,483−18.3%Reduced
Silvercrest Asset Management Group LLC1,004,942$13.9M0.11%−26,602−2.6%Reduced
Morgan Stanley971,254$13.5M0.00%+286,032+41.7%Added
ARS Investment Partners, LLC917,811$12.7M1.74%−11,278−1.2%Reduced
Paradigm Capital Management Inc748,100$10.4M0.70%00.0%Unchanged
Cooper Creek Partners Management LLC741,611$10.3M1.25%+466,556+169.6%Added
Invesco Ltd.713,894$9.91M0.00%+63,218+9.7%Added
Bank of New York Mellon Corp680,282$9.44M0.00%−96,917−12.5%Reduced
Bank of America Corp645,022$8.95M0.00%+160,395+33.1%Added
Citadel Advisors LLC630,923$8.76M0.01%+620,509+5,958.4%Added
Peregrine Capital Management LLC532,900$7.40M0.22%+48,222+9.9%Added
Scout Investments, Inc.492,519$6.84M0.14%+78,896+19.1%Added
Segall Bryant & Hamill, LLC474,391$6.58M0.07%+140,957+42.3%Added
S Squared Technology, LLC466,461$6.47M4.48%−6,342−1.3%Reduced
Ranger Investment Management, L.P.464,970$6.45M0.49%−377,306−44.8%Reduced
Mercer Global Advisors Inc456,509$6.34M0.04%+20,428+4.7%Added
Balyasny Asset Management LLC435,402$6.04M0.03%−301,397−40.9%Reduced
Frontier Capital Management Co LLC337,266$4.68M0.05%−9,696−2.8%Reduced
Heartland Advisors Inc327,956$4.55M0.32%+327,956New
Firsthand Capital Management, Inc.310,000$4.30M3.72%00.0%Unchanged
Ameriprise Financial Inc293,651$4.08M0.00%+85,862+41.3%Added
Swiss National Bank293,100$4.07M0.00%00.0%Unchanged
Citigroup Inc270,053$3.75M0.01%−8,987−3.2%Reduced
State of Wisconsin Investment Board267,528$3.71M0.01%−100,272−27.3%Reduced
Guggenheim Capital LLC253,726$3.52M0.03%−10,982−4.1%Reduced
Advisors Capital Management, LLC244,675$3.40M0.10%+5,751+2.4%Added
BNP Paribas Arbitrage, SA236,435$3.28M0.01%+115,835+96.0%Added
Voloridge Investment Management, LLC235,041$3.26M0.02%−83,023−26.1%Reduced
Cubist Systematic Strategies, LLC222,133$3.08M0.02%+169,409+321.3%Added
California Public Employees Retirement System214,031$2.97M0.00%00.0%Unchanged
UBS Group AG195,969$2.72M0.00%+72,119+58.2%Added
Wellington Management Group LLP192,946$2.68M0.00%+63,105+48.6%Added
Assenagon Asset Management S.A.191,503$2.66M0.01%+83,926+78.0%Added
Allianz Asset Management GmbH181,512$2.52M0.00%+1,535+0.9%Added
Rhumbline Advisers180,894$2.51M0.00%+25,460+16.4%Added
State of New Jersey Common Pension Fund D163,433$2.27M0.01%+8,486+5.5%Added
California State Teachers Retirement System159,008$2.21M0.00%+1,048+0.7%Added
New York State Common Retirement Fund158,082$2.19M0.00%−10,066−6.0%Reduced
Monarch Partners Asset Management LLC157,486$2.19M0.61%−26,045−14.2%Reduced
Catalyst Capital Advisors LLC152,870$2.12M0.09%+15,000+10.9%Added
Alliancebernstein L.P.151,500$2.10M0.00%00.0%Unchanged
Credit Suisse AG146,512$2.03M0.00%−7,455−4.8%Reduced
Legal & General Group Plc142,579$1.98M0.00%−890−0.6%Reduced
Private Advisor Group, LLC141,784$1.97M0.02%+41,135+40.9%Added
Holocene Advisors, LP140,478$1.95M0.01%+13,036+10.2%Added
Sawtooth Solutions, LLC139,211$1.93M0.25%+44,474+46.9%Added
JPMorgan Chase & Co138,340$1.92M0.00%−20,338−12.8%Reduced
Susquehanna International Group, LLP128,889$1.79M0.00%−398,384−75.6%Reduced
Stifel Financial Corp128,470$1.78M0.00%−21,879−14.6%Reduced
Macquarie Group Ltd128,072$1.78M0.00%+12,567+10.9%Added
Squarepoint Ops LLC122,869$1.71M0.02%+51,299+71.7%Added
Alpha Paradigm Partners, LLC116,785$1.62M0.67%+116,785New
UBS Asset Management Americas Inc116,023$1.61M0.00%−1,793−1.5%Reduced
Employees Retirement System of Texas114,000$1.58M0.02%00.0%Unchanged
Duality Advisers, LP111,529$1.55M0.15%+91,547+458.1%Added
Bard Associates Inc110,898$1.54M0.66%−300−0.3%Reduced
Manatuck Hill Partners, LLC110,000$1.53M0.76%+110,000New
Deutsche Bank AG103,506$1.44M0.00%−9,964−8.8%Reduced
Envestnet Asset Management Inc93,374$1.30M0.00%+14,882+19.0%Added
Victory Capital Management Inc90,875$1.26M0.00%−60−0.1%Reduced
Great West Life Assurance Co86,905$1.21M0.00%−173−0.2%Reduced
Russell Investments Group, Ltd.80,123$1.11M0.00%−101,787−56.0%Reduced
Canal Insurance CO80,000$1.11M0.32%00.0%Unchanged
Man Group plc–$1.10M0.00%––
Essex Investment Management Co LLC77,697$1.08M0.17%−1,460−1.8%Reduced
SEI Investments Co76,855$1.07M0.00%−862−1.1%Reduced
TD Asset Management Inc75,798$1.05M0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.74,344$1.03M0.00%−125,149−62.7%Reduced
Canada Pension Plan Investment Board74,100$1.03M0.00%00.0%Unchanged
Raymond James & Associates72,488$1.01M0.00%−30,905−29.9%Reduced
Capital Fund Management S.A.69,868$969.8K0.03%+3,448+5.2%Added
Oppenheimer & Co Inc67,857$942.0K0.02%−17,396−20.4%Reduced