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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 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
Firsthand Capital Management, Inc.310,000$3.15M2.87%00.0%Unchanged
Ameriprise Financial Inc312,945$3.18M0.00%+19,294+6.6%Added
Frontier Capital Management Co LLC335,479$3.41M0.04%−1,787−0.5%Reduced
Heartland Advisors Inc435,986$4.43M0.33%+108,030+32.9%Added
Mercer Global Advisors Inc445,578$4.53M0.03%−10,931−2.4%Reduced
S Squared Technology, LLC466,461$4.74M3.47%00.0%Unchanged
Ranger Investment Management, L.P.483,382$4.91M0.39%+18,412+4.0%Added
Segall Bryant & Hamill, LLC484,014$4.92M0.06%+9,623+2.0%Added
Scout Investments, Inc.521,048$5.29M0.11%+28,529+5.8%Added
Peregrine Capital Management LLC609,953$6.20M0.20%+77,053+14.5%Added
Bank of America Corp673,217$6.84M0.00%+28,195+4.4%Added
Invesco Ltd.695,599$7.07M0.00%−18,295−2.6%Reduced
Bank of New York Mellon Corp696,567$7.08M0.00%+16,285+2.4%Added
Paradigm Capital Management Inc828,100$8.41M0.60%+80,000+10.7%Added
Goldman Sachs Group Inc897,219$9.12M0.00%−799,011−47.1%Reduced
Millennium Management LLC915,761$9.30M0.01%+865,282+1,714.1%Added
Morgan Stanley921,599$9.36M0.00%−49,655−5.1%Reduced
ARS Investment Partners, LLC925,630$9.40M1.29%+7,819+0.9%Added
Silvercrest Asset Management Group LLC956,943$9.72M0.08%−47,999−4.8%Reduced
Massachusetts Financial Services Co1,005,519$10.2M0.00%−167,502−14.3%Reduced
Managed Asset Portfolios, LLC1,019,763$10.4M1.84%−137,872−11.9%Reduced
Neuberger Berman Group LLC1,046,393$10.8M0.01%−13,230−1.2%Reduced
Norges Bank1,113,193$11.3M0.00%+35,893+3.3%Added
Charles Schwab Investment Management Inc1,120,036$11.4M0.00%+59,188+5.6%Added
Citadel Advisors LLC1,163,919$11.8M0.01%+532,996+84.5%Added
Fred Alger Management, LLC1,204,498$12.2M0.06%−39,660−3.2%Reduced
Granite Investment Partners, LLC1,247,953$12.7M0.55%+17,143+1.4%Added
D. E. Shaw & Co., Inc.1,331,730$13.5M0.02%+64,824+5.1%Added
Emerald Mutual Fund Advisers Trust1,525,035$15.5M0.98%+76,685+5.3%Added
Northern Trust Corp1,543,633$15.7M0.00%−16,710−1.1%Reduced
Hood River Capital Management LLC1,554,940$15.8M0.60%+29,228+1.9%Added
Rovida Advisors Inc.1,792,888$18.2M8.47%00.0%Unchanged
Nuveen Asset Management, LLC1,817,130$18.5M0.01%+382,369+26.7%Added
FMR LLC1,863,835$18.9M0.00%+44,512+2.4%Added
Emerald Advisers, LLC1,919,534$19.5M1.01%+247,198+14.8%Added
Franklin Resources Inc1,961,098$19.9M0.01%+30,207+1.6%Added
American Capital Management Inc2,059,047$20.9M0.83%−9,078−0.4%Reduced
Geode Capital Management, LLC2,311,224$23.5M0.00%+30,689+1.3%Added
Stephens Investment Management Group LLC2,786,909$28.3M0.54%+335,363+13.7%Added
Dimensional Fund Advisors LP3,007,640$30.6M0.01%+55,972+1.9%Added
Bamco Inc4,112,756$41.8M0.14%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.4,983,337$50.6M0.04%+316,728+6.8%Added
Nikko Asset Management Americas, Inc.4,981,499$50.8M0.65%+316,728+6.8%Added
State Street Corp5,453,641$55.4M0.00%−764,166−12.3%Reduced
ARK Investment Management LLCSuperinvestorARK Invest8,189,644$83.2M0.58%−39,477−0.5%Reduced
BlackRock Inc.10,313,437$104.8M0.00%+239,321+2.4%Added
Vanguard Group Inc11,562,294$117.5M0.00%+173,446+1.5%Added
Cooper Creek Partners Management LLC0$00.00%−741,611−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−235,041−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−181,512−100.0%Sold out
Monarch Partners Asset Management LLC0$00.00%−157,486−100.0%Sold out
Private Advisor Group, LLC0$00.00%−141,784−100.0%Sold out
Employees Retirement System of Texas0$00.00%−114,000−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−110,000−100.0%Sold out
TD Asset Management Inc0$00.00%−75,798−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−74,100−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−53,277−100.0%Sold out
Marshall Wace, LLP0$00.00%−42,643−100.0%Sold out
Kingsbury Capital Investment Advisors LLC0$00.00%−42,725−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−40,143−100.0%Sold out
Caxton Associates LP0$00.00%−22,442−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−20,000−100.0%Sold out
Winton Group Ltd0$00.00%−18,336−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−15,485−100.0%Sold out
Caption Management, LLC0$00.00%−15,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−13,601−100.0%Sold out
Gabelli Funds LLC0$00.00%−12,000−100.0%Sold out
Schroder Investment Management Group0$00.00%−11,452−100.0%Sold out
Natixis0$00.00%−11,164−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−10,941−100.0%Sold out
GMT Capital Corp0$00.00%−7,948−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−6,750−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,106−100.0%Sold out
Captrust Financial Advisors0$00.00%−2,331−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−1,000−100.0%Sold out
Riverview Trust Co0$00.00%−914−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−675−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−277−100.0%Sold out
State of Wyoming0$00.00%−270−100.0%Sold out
Chilton Capital Management LLC0$00.00%−50−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−90−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−40−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−50−100.0%Sold out
Assetmark, Inc0$00.00%−12−100.0%Sold out
Allworth Financial LP0$00.00%−12−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−28−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−35−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−35−100.0%Sold out
Steward Financial Group LLC0$00.00%−44−100.0%Sold out