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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 2022

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Sep 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
247
−10 vs. Q2 2022
Shares held
106.4M
−1.11M (−1.0%) vs. Q2 2022
Total value
$1.08B
−$414.5M (−27.7%) vs. Q2 2022
New holders
32
92 more added
Sold out
42
67 more reduced

Compare with Q2 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 holdersQ3 2022: 247 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 2022: $1.08B
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 2022

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q2 2022.

Institutions holding KTOS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,562,294$117.5M0.00%+173,446+1.5%Added
BlackRock Inc.10,313,437$104.8M0.00%+239,321+2.4%Added
ARK Investment Management LLCSuperinvestorARK Invest8,189,644$83.2M0.58%−39,477−0.5%Reduced
State Street Corp5,453,641$55.4M0.00%−764,166−12.3%Reduced
Nikko Asset Management Americas, Inc.4,981,499$50.8M0.65%+316,728+6.8%Added
Sumitomo Mitsui Trust Holdings, Inc.4,983,337$50.6M0.04%+316,728+6.8%Added
Bamco Inc4,112,756$41.8M0.14%00.0%Unchanged
Dimensional Fund Advisors LP3,007,640$30.6M0.01%+55,972+1.9%Added
Stephens Investment Management Group LLC2,786,909$28.3M0.54%+335,363+13.7%Added
Geode Capital Management, LLC2,311,224$23.5M0.00%+30,689+1.3%Added
American Capital Management Inc2,059,047$20.9M0.83%−9,078−0.4%Reduced
Franklin Resources Inc1,961,098$19.9M0.01%+30,207+1.6%Added
Emerald Advisers, LLC1,919,534$19.5M1.01%+247,198+14.8%Added
FMR LLC1,863,835$18.9M0.00%+44,512+2.4%Added
Nuveen Asset Management, LLC1,817,130$18.5M0.01%+382,369+26.7%Added
Rovida Advisors Inc.1,792,888$18.2M8.47%00.0%Unchanged
Hood River Capital Management LLC1,554,940$15.8M0.60%+29,228+1.9%Added
Northern Trust Corp1,543,633$15.7M0.00%−16,710−1.1%Reduced
Emerald Mutual Fund Advisers Trust1,525,035$15.5M0.98%+76,685+5.3%Added
D. E. Shaw & Co., Inc.1,331,730$13.5M0.02%+64,824+5.1%Added
Granite Investment Partners, LLC1,247,953$12.7M0.55%+17,143+1.4%Added
Fred Alger Management, LLC1,204,498$12.2M0.06%−39,660−3.2%Reduced
Citadel Advisors LLC1,163,919$11.8M0.01%+532,996+84.5%Added
Charles Schwab Investment Management Inc1,120,036$11.4M0.00%+59,188+5.6%Added
Norges Bank1,113,193$11.3M0.00%+35,893+3.3%Added
Neuberger Berman Group LLC1,046,393$10.8M0.01%−13,230−1.2%Reduced
Managed Asset Portfolios, LLC1,019,763$10.4M1.84%−137,872−11.9%Reduced
Massachusetts Financial Services Co1,005,519$10.2M0.00%−167,502−14.3%Reduced
Silvercrest Asset Management Group LLC956,943$9.72M0.08%−47,999−4.8%Reduced
ARS Investment Partners, LLC925,630$9.40M1.29%+7,819+0.9%Added
Morgan Stanley921,599$9.36M0.00%−49,655−5.1%Reduced
Millennium Management LLC915,761$9.30M0.01%+865,282+1,714.1%Added
Goldman Sachs Group Inc897,219$9.12M0.00%−799,011−47.1%Reduced
Paradigm Capital Management Inc828,100$8.41M0.60%+80,000+10.7%Added
Bank of New York Mellon Corp696,567$7.08M0.00%+16,285+2.4%Added
Invesco Ltd.695,599$7.07M0.00%−18,295−2.6%Reduced
Bank of America Corp673,217$6.84M0.00%+28,195+4.4%Added
Peregrine Capital Management LLC609,953$6.20M0.20%+77,053+14.5%Added
Scout Investments, Inc.521,048$5.29M0.11%+28,529+5.8%Added
Segall Bryant & Hamill, LLC484,014$4.92M0.06%+9,623+2.0%Added
Ranger Investment Management, L.P.483,382$4.91M0.39%+18,412+4.0%Added
S Squared Technology, LLC466,461$4.74M3.47%00.0%Unchanged
Mercer Global Advisors Inc445,578$4.53M0.03%−10,931−2.4%Reduced
Heartland Advisors Inc435,986$4.43M0.33%+108,030+32.9%Added
Frontier Capital Management Co LLC335,479$3.41M0.04%−1,787−0.5%Reduced
Ameriprise Financial Inc312,945$3.18M0.00%+19,294+6.6%Added
Firsthand Capital Management, Inc.310,000$3.15M2.87%00.0%Unchanged
HRT Financial LP307,472$3.12M0.03%+307,472New
Swiss National Bank296,400$3.01M0.00%+3,300+1.1%Added
State of Wisconsin Investment Board290,102$2.95M0.01%+22,574+8.4%Added
JPMorgan Chase & Co271,337$2.76M0.00%+132,997+96.1%Added
Advisors Capital Management, LLC260,892$2.67M0.07%+16,217+6.6%Added
California Public Employees Retirement System250,244$2.54M0.00%+36,213+16.9%Added
BNP Paribas Arbitrage, SA247,354$2.51M0.01%+10,919+4.6%Added
Guggenheim Capital LLC246,956$2.51M0.02%−6,770−2.7%Reduced
Voya Investment Management LLC238,284$2.42M0.00%+190,648+400.2%Added
Roubaix Capital, LLC237,794$2.42M2.15%+237,794New
Cubist Systematic Strategies, LLC224,582$2.28M0.02%+2,449+1.1%Added
Wellington Management Group LLP222,846$2.26M0.00%+29,900+15.5%Added
Price T Rowe Associates Inc205,897$2.09M0.00%−2,499,767−92.4%Reduced
Sawtooth Solutions, LLC205,486$2.09M0.30%+66,275+47.6%Added
Rhumbline Advisers193,439$1.97M0.00%+12,545+6.9%Added
State of New Jersey Common Pension Fund D173,064$1.76M0.01%+9,631+5.9%Added
Twinbeech Capital LP172,619$1.75M0.05%+153,455+800.7%Added
New York State Common Retirement Fund161,947$1.65M0.00%+3,865+2.4%Added
Canal Insurance CO157,000$1.59M0.48%+77,000+96.3%Added
California State Teachers Retirement System156,363$1.59M0.00%−2,645−1.7%Reduced
Macquarie Group Ltd152,028$1.56M0.00%+23,956+18.7%Added
Alliancebernstein L.P.151,500$1.54M0.00%00.0%Unchanged
UBS Group AG148,497$1.51M0.00%−47,472−24.2%Reduced
Catalyst Capital Advisors LLC143,840$1.46M0.06%−9,030−5.9%Reduced
Susquehanna International Group, LLP143,723$1.46M0.00%+14,834+11.5%Added
Legal & General Group Plc136,258$1.39M0.00%−6,321−4.4%Reduced
Stifel Financial Corp135,943$1.38M0.00%+7,473+5.8%Added
Susquehanna Fundamental Investments, LLC128,203$1.30M0.02%+128,203New
Citigroup Inc124,596$1.27M0.00%−145,457−53.9%Reduced
Alpha Paradigm Partners, LLC116,785$1.19M0.52%00.0%Unchanged
Squarepoint Ops LLC116,277$1.18M0.01%−6,592−5.4%Reduced
Bard Associates Inc110,898$1.13M0.51%00.0%Unchanged
Credit Suisse AG107,668$1.09M0.00%−38,844−26.5%Reduced
Envestnet Asset Management Inc105,509$1.07M0.00%+12,135+13.0%Added
Balyasny Asset Management LLC105,003$1.07M0.00%−330,399−75.9%Reduced
Essex Investment Management Co LLC103,475$1.05M0.17%+25,778+33.2%Added
Great West Life Assurance Co100,069$1.01M0.00%+13,164+15.1%Added
Holocene Advisors, LP99,592$1.01M0.01%−40,886−29.1%Reduced
Capital Fund Management S.A.95,288$968.1K0.02%+25,420+36.4%Added
SEI Investments Co92,731$942.0K0.00%+15,876+20.7%Added
Two Sigma Investments, LP92,270$937.0K0.00%+30,042+48.3%Added
Victory Capital Management Inc89,788$912.0K0.00%−1,087−1.2%Reduced
Russell Investments Group, Ltd.80,123$813.0K0.00%00.0%Unchanged
Jump Financial, LLC79,458$808.0K0.03%+79,458New
Oppenheimer & Co Inc77,747$790.0K0.02%+9,890+14.6%Added
Bouvel Investment Partners, LLC77,208$784.0K0.52%+15,800+25.7%Added
Raymond James Financial Services Advisors, Inc.72,609$738.0K0.00%−1,735−2.3%Reduced
Barclays PLC71,601$727.0K0.00%+37,346+109.0%Added
Truist Financial Corp69,256$703.0K0.00%+6,311+10.0%Added
ExodusPoint Capital Management, LP69,167$703.0K0.01%+37,692+119.8%Added
U.S. Capital Wealth Advisors, LLC68,486$696.0K0.04%+20,991+44.2%Added
UBS Asset Management Americas Inc65,562$666.1K0.00%−50,461−43.5%Reduced
MetLife Investment Management65,490$665.4K0.01%00.0%Unchanged