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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, Q2 2024

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Jun 30, 2024. 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
324
+14 vs. Q1 2024
Shares held
128.4M
−414.2K (−0.3%) vs. Q1 2024
Total value
$2.57B
+$202.1M (+8.5%) vs. Q1 2024
New holders
50
126 more added
Sold out
36
94 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 324 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 2024: $2.57B
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 2024

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q1 2024.

Institutions holding KTOS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Aquatic Capital Management LLC9,400$188.1K0.01%+800+9.3%Added
Bourgeon Capital Management LLC10,000$200.1K0.04%00.0%Unchanged
Chicago Capital, LLC10,000$200.1K0.01%00.0%Unchanged
Quantbot Technologies LP10,065$201.4K0.01%+10,065New
Inceptionr LLC10,078$201.7K0.06%+10,078New
Jaffetilchin Investment Partners, LLC10,400$208.1K0.02%+10,400New
Red Mountain Financial, LLC10,500$210.1K0.25%+10,500New
Canada Pension Plan Investment Board10,600$212.1K0.00%+10,600New
Ethic Inc.11,269$225.5K0.01%+91+0.8%Added
US Bancorp11,302$226.2K0.00%−106−0.9%Reduced
Vontobel Holding Ltd.12,034$240.8K0.00%−3,644−23.2%Reduced
IMC-Chicago, LLC12,508$250.3K0.01%−7,406−37.2%Reduced
Mount Yale Investment Advisors, LLC12,573$251.6K0.02%−166−1.3%Reduced
Gilder Gagnon Howe & Co LLC12,755$255.2K0.00%+12,755New
STRS Ohio12,800$256.1K0.00%−600−4.5%Reduced
BancFirst Trust & Investment Management12,909$257.8K0.12%+12,909New
SG Americas Securities, LLC12,913$258.0K0.00%+4,210+48.4%Added
Dark Forest Capital Management LP12,989$259.9K0.05%+12,989New
Bank of Montreal12,906$260.3K0.00%−192−1.5%Reduced
Commonwealth Equity Services, LLC13,030$261.0K0.00%−386−2.9%Reduced
ELCO Management Co., LLC13,200$264.1K0.15%−300−2.2%Reduced
Wealth Quarterback LLC13,470$269.5K0.15%+13,470New
HighTower Advisors, LLC13,803$274.0K0.00%+13,803New
Public Employees Retirement Association of Colorado13,869$278.0K0.00%00.0%Unchanged
Legacy Advisors, LLC14,454$289.2K0.04%+205+1.4%Added
Ameritas Investment Partners, Inc.14,541$291.0K0.01%00.0%Unchanged
HSBC Holdings PLC14,939$299.2K0.00%−17,796−54.4%Reduced
Millennium Management LLC15,065$301.5K0.00%−11,974−44.3%Reduced
Algert Global LLC15,107$302.3K0.01%+15,107New
Natixis Advisors, L.P.15,246$305.0K0.00%+1,780+13.2%Added
Cetera Investment Advisers15,341$307.0K0.00%−1,615−9.5%Reduced
Occudo Quantitative Strategies LP15,962$319.4K0.06%+15,962New
D. E. Shaw & Co., Inc.16,042$321.0K0.00%+16,042New
Graham Capital Management, L.P.16,238$324.9K0.01%−31,952−66.3%Reduced
Kestra Private Wealth Services, LLC16,250$325.2K0.01%+1,900+13.2%Added
Chesapeake Capital Corp16,620$332.6K0.44%−17,586−51.4%Reduced
Toroso Investments, LLC16,620$332.6K0.00%+5,991+56.4%Added
Principal Financial Group Inc16,942$339.0K0.00%−257,297−93.8%Reduced
CI Private Wealth, LLC17,072$341.6K0.00%+377+2.3%Added
Wolverine Trading, LLC17,390$348.0K0.01%+17,390New
Hilltop Holdings Inc.17,500$350.2K0.04%+17,500New
Verition Fund Management LLC17,633$352.8K0.00%+17,633New
Baird Financial Group, Inc.18,232$364.8K0.00%−119−0.6%Reduced
Mariner, LLC18,341$367.0K0.00%+66+0.4%Added
Prudential Financial Inc18,345$367.1K0.00%+8,045+78.1%Added
Pictet Asset Management Holding SA18,364$367.5K0.00%−1,136−5.8%Reduced
Avantax Advisory Services, Inc.18,384$367.9K0.00%−8,882−32.6%Reduced
Captrust Financial Advisors18,517$370.5K0.00%−1,042−5.3%Reduced
Victory Capital Management Inc18,920$378.6K0.00%+226+1.2%Added
Kaizen Financial Strategies17,200$385.1K0.24%+2,800+19.4%Added
FWL Investment Management, LLC19,532$390.8K0.20%+5,049+34.9%Added
Oppenheimer Asset Management Inc.19,616$392.5K0.01%+249+1.3%Added
Stephens Inc19,637$392.9K0.01%+9,438+92.5%Added
Moss Adams Wealth Advisors LLC20,000$400.2K0.06%00.0%Unchanged
ProShare Advisors LLC20,046$401.1K0.00%−5,837−22.6%Reduced
Acadian Asset Management LLC20,972$418.0K0.00%+20,972New
Hennion & Walsh Asset Management, Inc.21,161$423.4K0.02%+6,802+47.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.21,494$430.1K0.00%−10,456−32.7%Reduced
Gabelli Funds LLC21,800$436.2K0.00%+2,000+10.1%Added
Tower Research Capital LLC (TRC)22,288$446.0K0.01%+21,699+3,684.0%Added
Seven Eight Capital, LP23,438$469.0K0.05%+23,438New
ExodusPoint Capital Management, LP24,406$488.0K0.01%−4,985−17.0%Reduced
Creative Planning24,540$491.0K0.00%+8,969+57.6%Added
Global Financial Private Client, LLC25,630$512.9K0.21%+272+1.1%Added
Cresset Asset Management, LLC25,781$515.9K0.00%+25,781New
ORG Partners LLC27,740$547.6K0.07%+27,725+184,833.3%Added
Gables Capital Management Inc.28,300$566.3K0.30%+900+3.3%Added
Squarepoint Ops LLC29,045$581.2K0.00%−37,038−56.0%Reduced
Kornitzer Capital Management Inc30,000$600.3K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)31,566$631.6K0.00%+1,326+4.4%Added
Versor Investments LP33,200$664.3K0.12%+10,222+44.5%Added
Two Sigma Investments, LP33,717$674.7K0.00%−10,493−23.7%Reduced
Federation des caisses Desjardins du Quebec34,190$684.1K0.00%−5,040−12.8%Reduced
Rafferty Asset Management, LLC35,516$710.7K0.00%−1,720−4.6%Reduced
State Board of Administration of Florida Retirement System35,768$715.7K0.00%−13,420−27.3%Reduced
Steward Partners Investment Advisory, LLC35,964$719.6K0.01%+12,060+50.5%Added
AQR Capital Management LLC37,116$742.7K0.00%+20,635+125.2%Added
Schonfeld Strategic Advisors LLC37,411$748.6K0.01%+37,411New
Liberty One Investment Management, LLC37,590$752.0K0.08%−3,241−7.9%Reduced
Allred Capital Management, LLC38,000$760.4K0.29%−3,000−7.3%Reduced
Waterloo Capital, L.P.38,754$775.5K0.09%+6,111+18.7%Added
Manatuck Hill Partners, LLC40,000$800.4K0.35%+40,000New
Harvest Investment Services, LLC40,336$807.1K0.32%−43,499−51.9%Reduced
Truist Financial Corp40,975$819.9K0.00%−473−1.1%Reduced
Arizona State Retirement System41,976$839.9K0.01%+1,960+4.9%Added
Parkwood LLC45,949$919.0K0.12%−18,373−28.6%Reduced
Caption Management, LLC46,400$928.5K0.10%+8,400+22.1%Added
Guggenheim Capital LLC46,712$934.7K0.01%−3,225−6.5%Reduced
Deerfield Management Company, L.P. (Series C)48,909$978.7K0.02%+37,332+322.5%Added
K2 Principal Fund, L.P.49,958$999.7K0.22%+49,958New
LGL Partners, LLC50,001$1.00M0.15%−999−2.0%Reduced
Neuberger Berman Group LLC50,653$1.01M0.00%−45,161−47.1%Reduced
One + One Wealth Management, LLC51,884$1.04M0.59%00.0%Unchanged
Natixis52,379$1.05M0.01%+8,053+18.2%Added
Lisanti Capital Growth, LLC52,880$1.06M0.25%+17,205+48.2%Added
Dynamic Technology Lab Private Ltd53,223$1.06M0.12%+35,494+200.2%Added
PEAK6 Investments LLC53,971$1.08M0.05%+53,971New
Arkadios Wealth Advisors55,630$1.11M0.08%+500+0.9%Added
Future Fund LLC60,245$1.19M2.98%+41,760+225.9%Added
Advisor Group Holdings, Inc.64,537$1.29M0.00%+2,555+4.1%Added