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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 2023

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Sep 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
240
+1 vs. Q2 2023
Shares held
109.1M
+1.01M (+0.9%) vs. Q2 2023
Total value
$1.64B
+$88.5M (+5.7%) vs. Q2 2023
New holders
20
85 more added
Sold out
19
73 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 240 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 2023: $1.64B
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 2023

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q2 2023.

Institutions holding KTOS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Zurcher Kantonalbank (Zurich Cantonalbank)22,253$334.2K0.00%+4,279+23.8%Added
Warren Averett Asset Management, LLC24,174$363.1K0.02%−394−1.6%Reduced
New York Life Investment Management LLC26,371$396.1K0.00%−4,203−13.7%Reduced
Vontobel Holding Ltd.30,105$452.2K0.00%−1,477−4.7%Reduced
Global Financial Private Client, LLC30,937$466.2K0.24%00.0%Unchanged
Manatuck Hill Partners, LLC32,600$489.7K0.24%00.0%Unchanged
Marshall Wace, LLP33,249$499.4K0.00%+33,249New
State Board of Administration of Florida Retirement System35,768$537.2K0.00%+190+0.5%Added
Arizona State Retirement System36,332$545.7K0.00%+751+2.1%Added
Federation des caisses Desjardins du Quebec37,145$557.9K0.01%+1,255+3.5%Added
Susquehanna International Group, LLP38,879$584.0K0.00%−54,024−58.2%Reduced
Two Sigma Investments, LP39,028$586.2K0.00%+3,028+8.4%Added
Kornitzer Capital Management Inc40,000$600.8K0.01%00.0%Unchanged
Rafferty Asset Management, LLC41,038$616.4K0.00%+2,596+6.8%Added
Allred Capital Management, LLC43,000$645.9K0.32%00.0%Unchanged
Group One Trading, L.P.43,565$654.3K0.03%+34,942+405.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.44,487$668.2K0.00%−2,541−5.4%Reduced
HSBC Holdings PLC44,429$670.2K0.00%−6,874−13.4%Reduced
Glassman Wealth Services46,673$701.0K0.11%00.0%Unchanged
GTS Securities LLC49,187$738.8K0.02%+23,927+94.7%Added
Van Eck Associates Corp50,013$751.0K0.00%+21,117+73.1%Added
LGL Partners, LLC50,001$751.0K0.13%00.0%Unchanged
Gsa Capital Partners LLP51,800$778.0K0.07%+51,800New
Truist Financial Corp52,830$793.5K0.00%+315+0.6%Added
LPL Financial LLC53,650$805.8K0.00%+3,025+6.0%Added
Janus Henderson Group PLC55,682$836.1K0.00%+70.0%Added
Mirae Asset Global Investments Co., Ltd.55,730$837.1K0.00%+1,680+3.1%Added
Arkadios Wealth Advisors56,338$846.2K0.08%−100−0.2%Reduced
Liberty One Investment Management, LLC57,389$862.0K0.12%−1,289−2.2%Reduced
Graham Capital Management, L.P.57,623$865.5K0.03%+43,951+321.5%Added
Jane Street Group, LLC57,818$868.4K0.00%+37,010+177.9%Added
Deutsche Bank AG59,425$892.6K0.00%+7,689+14.9%Added
Mastrapasqua Asset Management Inc60,830$913.7K0.11%+60,830New
American International Group, Inc.62,554$939.6K0.01%+2,225+3.7%Added
Manufacturers Life Insurance Company, The64,067$962.3K0.00%+13,123+25.8%Added
D. E. Shaw & Co., Inc.64,946$975.5K0.00%−248,701−79.3%Reduced
MetLife Investment Management66,576$1.00M0.01%00.0%Unchanged
HighTower Advisors, LLC67,899$1.02M0.00%+1,202+1.8%Added
Advisor Group Holdings, Inc.68,209$1.02M0.00%+9,660+16.5%Added
EAM Investors, LLC68,967$1.04M0.20%−7,100−9.3%Reduced
Royal Bank of Canada69,463$1.04M0.00%+2,498+3.7%Added
Ursa Fund Management, LLC73,000$1.10M6.65%00.0%Unchanged
Northside Capital Management, LLC79,662$1.20M0.28%00.0%Unchanged
SG Americas Securities, LLC80,155$1.20M0.02%+52,773+192.7%Added
UBS Asset Management Americas Inc80,199$1.20M0.00%+9,969+14.2%Added
Guggenheim Capital LLC83,911$1.26M0.01%−90,477−51.9%Reduced
Bouvel Investment Partners, LLC86,689$1.30M0.70%−94−0.1%Reduced
American Century Companies Inc88,771$1.33M0.00%+72,123+433.2%Added
BNP Paribas Arbitrage, SA101,165$1.52M0.00%+12,343+13.9%Added
Captrust Financial Advisors102,403$1.54M0.01%+11,912+13.2%Added
Citigroup Inc102,643$1.54M0.00%−19,611−16.0%Reduced
Bard Associates Inc108,548$1.63M0.67%−300−0.3%Reduced
Raymond James Financial Services Advisors, Inc.114,507$1.72M0.00%+40,798+55.4%Added
Legato Capital Management LLC115,957$1.74M0.25%−23,585−16.9%Reduced
Raymond James & Associates121,663$1.83M0.00%−9,507−7.2%Reduced
SEI Investments Co126,769$1.90M0.00%+41,916+49.4%Added
Catalyst Capital Advisors LLC128,840$1.94M0.05%00.0%Unchanged
Daiwa Securities Group Inc.133,646$2.01M0.01%+41,986+45.8%Added
First Trust Advisors LP134,152$2.01M0.00%+116,978+681.1%Added
Alliancebernstein L.P.135,726$2.04M0.00%−5,974−4.2%Reduced
California State Teachers Retirement System140,490$2.11M0.00%−12,674−8.3%Reduced
Credit Suisse AG143,045$2.15M0.00%−2,586−1.8%Reduced
Kennedy Capital Management, Inc.144,356$2.17M0.05%+84,228+140.1%Added
Bleakley Financial Group, LLC145,690$2.19M0.08%−1,256−0.9%Reduced
Sawtooth Solutions, LLC145,690$2.19M0.07%−1,112−0.8%Reduced
Wells Fargo & Company149,287$2.24M0.00%−13,917−8.5%Reduced
New York State Common Retirement Fund149,702$2.25M0.00%−265−0.2%Reduced
Rice Hall James & Associates, LLC154,063$2.31M0.15%+154,063New
Trexquant Investment LP154,213$2.32M0.06%+106,896+225.9%Added
Canal Insurance CO157,000$2.36M0.68%00.0%Unchanged
Envestnet Asset Management Inc157,503$2.37M0.00%+67,181+74.4%Added
State of New Jersey Common Pension Fund D159,641$2.40M0.01%−22,690−12.4%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group160,000$2.40M1.07%+160,000New
Great West Life Assurance Co167,656$2.52M0.01%+7,293+4.5%Added
UBS Group AG168,420$2.53M0.00%+13,475+8.7%Added
Barclays PLC171,668$2.58M0.00%+123,792+258.6%Added
State of Wisconsin Investment Board175,484$2.64M0.01%−62,110−26.1%Reduced
Legal & General Group Plc176,132$2.65M0.00%+1,905+1.1%Added
JPMorgan Chase & Co196,671$2.95M0.00%−27,462−12.3%Reduced
Voya Investment Management LLC200,630$3.01M0.00%−182,994−47.7%Reduced
Rhumbline Advisers206,548$3.10M0.00%−17,799−7.9%Reduced
Price T Rowe Associates Inc215,711$3.24M0.00%−1,372−0.6%Reduced
Register Financial Advisors LLC217,460$3.27M2.39%+10,800+5.2%Added
Citadel Advisors LLC228,783$3.44M0.00%+141,621+162.5%Added
Lisanti Capital Growth, LLC239,925$3.60M0.57%−188,825−44.0%Reduced
Stifel Financial Corp250,101$3.76M0.01%+6,907+2.8%Added
Squarepoint Ops LLC250,818$3.77M0.02%+218,908+686.0%Added
Advisors Capital Management, LLC269,955$4.05M0.10%−1,741−0.6%Reduced
Swiss National Bank280,500$4.21M0.00%+4,700+1.7%Added
Oppenheimer & Co Inc296,088$4.45M0.09%+242,047+447.9%Added
Firsthand Capital Management, Inc.310,000$4.66M6.71%00.0%Unchanged
Archon Capital Management LLC317,461$4.77M2.14%−659,187−67.5%Reduced
Wellington Management Group LLP366,089$5.50M0.00%+68,566+23.0%Added
Ameriprise Financial Inc366,298$5.50M0.00%−15,886−4.2%Reduced
Bank of America Corp423,446$6.36M0.00%−83,176−16.4%Reduced
Mercer Global Advisors Inc448,668$6.74M0.03%−6,858−1.5%Reduced
Essex Investment Management Co LLC451,130$6.78M1.11%+253,185+127.9%Added
Peregrine Capital Management LLC459,640$6.90M0.21%−61,466−11.8%Reduced
S Squared Technology, LLC466,461$7.01M3.78%00.0%Unchanged
Frontier Capital Management Co LLC475,269$7.14M0.08%−342,078−41.9%Reduced