Skip to main content

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, Q2 2023

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Jun 30, 2023. 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
241
−3 vs. Q1 2023
Shares held
108.2M
−33.9K (0.0%) vs. Q1 2023
Total value
$1.55B
+$93.7M (+6.4%) vs. Q1 2023
New holders
24
66 more added
Sold out
27
91 more reduced

Compare with Q1 2023: 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 2023: 241 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 2023: $1.55B
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 2023

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q1 2023.

Institutions holding KTOS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
One + One Wealth Management, LLC20,000$286.8K0.18%00.0%Unchanged
Virtu Financial LLC20,502$294.0K0.02%+20,502New
Jane Street Group, LLC20,808$298.4K0.00%−6,486−23.8%Reduced
Centiva Capital, LP23,598$338.4K0.02%+6,893+41.3%Added
Walleye Trading LLC24,036$344.7K0.02%+24,036New
Parkwood LLC24,500$351.0K0.06%+24,500New
Warren Averett Asset Management, LLC24,568$352.3K0.02%−618−2.5%Reduced
Leonteq Securities AG25,211$361.5K0.04%+13,865+122.2%Added
GTS Securities LLC25,260$362.2K0.01%+25,260New
SG Americas Securities, LLC27,382$393.0K0.00%+13,672+99.7%Added
Van Eck Associates Corp28,896$414.0K0.00%+28,074+3,415.3%Added
Bourgeon Capital Management LLC30,000$430.2K0.10%00.0%Unchanged
Global Financial Private Client, LLC30,937$437.8K0.22%+2,941+10.5%Added
New York Life Investment Management LLC30,574$438.4K0.00%−4,973−14.0%Reduced
Vontobel Holding Ltd.31,582$452.9K0.00%−5,877−15.7%Reduced
Squarepoint Ops LLC31,910$457.6K0.00%−7,534−19.1%Reduced
Manatuck Hill Partners, LLC32,600$467.5K0.22%−37,400−53.4%Reduced
State Board of Administration of Florida Retirement System35,578$510.2K0.00%−13,610−27.7%Reduced
Arizona State Retirement System35,581$510.2K0.00%−915−2.5%Reduced
Federation des caisses Desjardins du Quebec35,890$514.7K0.01%+4,255+13.5%Added
Two Sigma Investments, LP36,000$516.2K0.00%+496+1.4%Added
Jaffetilchin Investment Partners, LLC38,245$548.4K0.06%+15,231+66.2%Added
Rafferty Asset Management, LLC38,442$551.3K0.00%−4,127−9.7%Reduced
Kornitzer Capital Management Inc40,000$573.6K0.01%00.0%Unchanged
Allred Capital Management, LLC43,000$616.6K0.30%00.0%Unchanged
Glassman Wealth Services46,673$669.3K0.11%+29+0.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.47,028$674.4K0.00%−54,199−53.5%Reduced
Trexquant Investment LP47,317$678.5K0.02%−72,584−60.5%Reduced
Barclays PLC47,876$686.5K0.00%−14,915−23.8%Reduced
LGL Partners, LLC50,001$717.0K0.12%+50,001New
LPL Financial LLC50,625$726.0K0.00%+20,425+67.6%Added
Manufacturers Life Insurance Company, The50,944$730.5K0.00%+528+1.0%Added
HSBC Holdings PLC51,303$740.3K0.00%−10,411−16.9%Reduced
Deutsche Bank AG51,736$741.9K0.00%−66,853−56.4%Reduced
Truist Financial Corp52,515$753.1K0.00%−627−1.2%Reduced
Oppenheimer & Co Inc54,041$774.9K0.02%−478−0.9%Reduced
Mirae Asset Global Investments Co., Ltd.54,050$775.1K0.00%00.0%Unchanged
Janus Henderson Group PLC55,675$798.1K0.00%−59−0.1%Reduced
Arkadios Wealth Advisors56,438$809.3K0.09%−1,758−3.0%Reduced
Advisor Group Holdings, Inc.58,549$839.5K0.00%−9,419−13.9%Reduced
Liberty One Investment Management, LLC58,678$841.4K0.11%+6,526+12.5%Added
Kennedy Capital Management, Inc.60,128$862.2K0.02%00.0%Unchanged
American International Group, Inc.60,329$865.1K0.01%+678+1.1%Added
UBS Asset Management Americas Inc70,230$946.7K0.00%00.0%Unchanged
HighTower Advisors, LLC66,697$952.0K0.00%+66,697New
MetLife Investment Management66,576$954.7K0.01%+1,086+1.7%Added
Royal Bank of Canada66,965$961.0K0.00%+11,892+21.6%Added
Ursa Fund Management, LLC73,000$1.05M6.64%+51,000+231.8%Added
Raymond James Financial Services Advisors, Inc.73,709$1.06M0.00%−1,672−2.2%Reduced
EAM Investors, LLC76,067$1.09M0.20%+76,067New
Northside Capital Management, LLC79,662$1.14M0.40%+79,662New
SEI Investments Co84,853$1.22M0.00%−4,056−4.6%Reduced
Bouvel Investment Partners, LLC86,783$1.24M0.68%+3,442+4.1%Added
Citadel Advisors LLC87,162$1.25M0.00%−183,870−67.8%Reduced
BNP Paribas Arbitrage, SA88,822$1.27M0.00%−37,508−29.7%Reduced
Envestnet Asset Management Inc90,322$1.30M0.00%−8,297−8.4%Reduced
Captrust Financial Advisors90,491$1.30M0.01%+90,491New
Daiwa Securities Group Inc.91,660$1.31M0.01%+91,660New
Susquehanna International Group, LLP92,903$1.33M0.00%−26,941−22.5%Reduced
Greenland Capital Management LP100,000$1.43M0.21%+100,000New
Bard Associates Inc108,848$1.56M0.61%−350−0.3%Reduced
Macquarie Group Ltd111,350$1.60M0.00%+784+0.7%Added
Tudor Investment Corp Et Al117,844$1.69M0.03%+45,328+62.5%Added
Citigroup Inc122,254$1.75M0.00%+22,035+22.0%Added
Catalyst Capital Advisors LLC128,840$1.85M0.05%00.0%Unchanged
Raymond James & Associates131,170$1.88M0.00%+99,343+312.1%Added
Legato Capital Management LLC139,542$2.00M0.27%+72,602+108.5%Added
Alliancebernstein L.P.141,700$2.03M0.00%−12,600−8.2%Reduced
Credit Suisse AG145,631$2.09M0.00%+23,663+19.4%Added
Sawtooth Solutions, LLC146,802$2.11M0.06%−101,981−41.0%Reduced
Bleakley Financial Group, LLC146,946$2.11M0.07%−101,063−40.7%Reduced
New York State Common Retirement Fund149,967$2.15M0.00%−13,778−8.4%Reduced
California State Teachers Retirement System153,164$2.20M0.00%−3,472−2.2%Reduced
UBS Group AG154,945$2.22M0.00%−10,725−6.5%Reduced
Canal Insurance CO157,000$2.25M0.63%00.0%Unchanged
Great West Life Assurance Co160,363$2.30M0.01%+34,687+27.6%Added
Wells Fargo & Company163,204$2.34M0.00%+106,581+188.2%Added
Legal & General Group Plc174,227$2.50M0.00%+200.0%Added
Guggenheim Capital LLC174,388$2.50M0.02%−23,422−11.8%Reduced
State of New Jersey Common Pension Fund D182,331$2.61M0.01%−21,667−10.6%Reduced
Essex Investment Management Co LLC197,945$2.84M0.40%+29,027+17.2%Added
Register Financial Advisors LLC206,660$2.96M2.12%+19,700+10.5%Added
Price T Rowe Associates Inc217,083$3.11M0.00%+1,445+0.7%Added
JPMorgan Chase & Co224,133$3.21M0.00%+56,859+34.0%Added
Rhumbline Advisers224,347$3.22M0.00%+24,154+12.1%Added
State of Wisconsin Investment Board237,594$3.41M0.01%−5,850−2.4%Reduced
Stifel Financial Corp243,194$3.49M0.00%+24,450+11.2%Added
Millennium Management LLC254,177$3.64M0.00%−1,606,924−86.3%Reduced
Advisors Capital Management, LLC271,696$3.90M0.09%+8,614+3.3%Added
Swiss National Bank275,800$3.95M0.00%+4,000+1.5%Added
Wellington Management Group LLP297,523$4.27M0.00%−1,527−0.5%Reduced
Firsthand Capital Management, Inc.310,000$4.45M5.34%00.0%Unchanged
D. E. Shaw & Co., Inc.313,647$4.50M0.01%−980,380−75.8%Reduced
Driehaus Capital Management LLC376,603$5.40M0.07%+376,603New
Ameriprise Financial Inc382,184$5.48M0.00%−15,253−3.8%Reduced
Voya Investment Management LLC383,624$5.50M0.01%−37,619−8.9%Reduced
Portolan Capital Management, LLC419,422$6.01M0.53%+419,422New
Lisanti Capital Growth, LLC428,750$6.15M0.85%+95,345+28.6%Added
Silvercrest Asset Management Group LLC433,392$6.21M0.04%−10,772−2.4%Reduced
Mercer Global Advisors Inc455,526$6.53M0.03%−14,684−3.1%Reduced