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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, Q1 2025

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Mar 31, 2025. 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
397
+51 vs. Q4 2024
Shares held
154.8M
+24.3M (+18.6%) vs. Q4 2024
Total value
$4.59B
+$1.15B (+33.3%) vs. Q4 2024
New holders
88
143 more added
Sold out
37
113 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 397 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 heldQ1 2025: $4.59B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q4 2024.

Institutions holding KTOS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Leonteq Securities AG2,513$74.0K0.01%+319+14.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,800$83.1K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,888$85.7K0.00%+335+13.1%Added
AdvisorNet Financial, Inc2,970$88.2K0.01%−100−3.3%Reduced
SBI Securities Co., Ltd.3,052$90.6K0.00%+957+45.7%Added
Caitong International Asset Management Co., Ltd3,143$93.3K0.07%+3,143New
Parkside Financial Bank & Trust3,239$96.2K0.01%+215+7.1%Added
JB Capital Partners LP3,281$97.4K0.02%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.3,190$97.9K0.00%−595−15.7%Reduced
Contravisory Investment Management, Inc.3,495$103.8K0.02%−95−2.6%Reduced
Granite FO LLC3,500$103.9K0.06%00.0%Unchanged
Nkcfo LLC3,500$104.0K0.05%+3,500New
CWM, LLC4,551$135.0K0.00%+821+22.0%Added
Sunbelt Securities, Inc.4,679$138.9K0.01%−623−11.8%Reduced
Parvin Asset Management, LLC4,740$140.7K0.16%−1,000−17.4%Reduced
Bayforest Capital Ltd5,203$154.5K0.07%+5,203New
Ancora Advisors, LLC5,844$173.5K0.00%+2,519+75.8%Added
Caldwell Sutter Capital, Inc.6,000$178.1K0.08%00.0%Unchanged
Jones Financial Companies LLLP6,600$199.0K0.00%+5,316+414.0%Added
Profund Advisors LLC6,910$205.2K0.01%+6,910New
Simplex Trading, LLC6,981$207.0K0.01%+4,625+196.3%Added
KBC Group NV6,993$208.0K0.00%+607+9.5%Added
Stoneridge Investment Partners LLC7,116$211.0K0.18%+7,116New
AE Wealth Management LLC7,214$214.2K0.00%+7,214New
Kestra Advisory Services, LLC7,527$223.5K0.00%+7,527New
Quadrant Capital Group LLC7,548$224.1K0.01%+4,369+137.4%Added
Colony Group, LLC7,567$224.7K0.00%+7,567New
Sanctuary Advisors, LLC7,791$231.3K0.00%−13,943−64.2%Reduced
Cornell Pochily Investment Advisors, Inc.7,825$232.3K0.08%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC7,673$235.4K0.00%+7,673New
GMT Capital Corp7,948$236.0K0.01%00.0%Unchanged
Evergreen Capital Management LLC8,076$239.8K0.01%+8,076New
O'Shaughnessy Asset Management, LLC8,140$241.7K0.00%+8,140New
Ethic Inc.8,730$255.8K0.01%−127−1.4%Reduced
Angeles Wealth Management, LLC8,805$261.4K0.02%+8,805New
CIBC Asset Management Inc8,936$265.3K0.00%+8,936New
Walleye Capital LLC8,948$265.7K0.00%+8,948New
Total Wealth Planning & Management, Inc.8,969$266.3K0.27%−1,687−15.8%Reduced
Salem Investment Counselors Inc8,975$266.5K0.01%+475+5.6%Added
Signaturefd, LLC9,072$269.3K0.01%−385−4.1%Reduced
SummitTX Capital, L.P.9,169$272.2K0.01%+9,169New
VisionPoint Advisory Group, LLC9,183$272.6K0.09%−250−2.7%Reduced
The PNC Financial Services Group, Inc.9,352$277.7K0.00%+7,647+448.5%Added
United Services Automobile Association9,078$278.5K0.01%+9,078New
Mackenzie Financial Corp9,544$283.4K0.00%00.0%Unchanged
Brevan Howard Capital Management LP9,614$285.4K0.01%−3,609−27.3%Reduced
Jaffetilchin Investment Partners, LLC9,660$286.8K0.02%−4,373−31.2%Reduced
JustInvest LLC9,674$287.2K0.00%+884+10.1%Added
Advisors Asset Management, Inc.9,846$292.3K0.01%+9,846New
Chicago Capital, LLC10,000$296.9K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC10,073$299.1K0.03%−525−5.0%Reduced
Advisory Services Network, LLC10,245$304.2K0.01%−5,494−34.9%Reduced
Red Mountain Financial, LLC10,300$305.8K0.37%−200−1.9%Reduced
West Michigan Advisors, LLC10,300$305.8K0.10%00.0%Unchanged
Vontobel Holding Ltd.10,485$311.3K0.00%−5,257−33.4%Reduced
Quantinno Capital Management LP11,089$329.2K0.00%+11,089New
BXM Wealth LLC11,200$332.5K0.40%−3,490−23.8%Reduced
Xponance, Inc.11,269$334.6K0.00%+748+7.1%Added
Golden State Equity Partners11,940$354.5K0.07%+11,940New
CenterBook Partners LP12,006$356.5K0.02%−10,023−45.5%Reduced
Independent Advisor Alliance12,090$359.0K0.01%+12,090New
Caxton Associates LLP12,294$365.0K0.01%+12,294New
Wealth Quarterback LLC12,299$365.2K0.21%−2,407−16.4%Reduced
Penserra Capital Management LLC12,453$369.0K0.01%+12,453New
Montag A & Associates Inc12,449$369.6K0.02%+450+3.8%Added
STRS Ohio12,600$374.1K0.00%+4,300+51.8%Added
Cresset Asset Management, LLC13,005$386.1K0.00%−4,797−26.9%Reduced
DnB Asset Management AS13,278$394.2K0.00%+13,278New
Gilder Gagnon Howe & Co LLC13,772$408.9K0.01%−1,340−8.9%Reduced
Public Employees Retirement Association of Colorado13,869$412.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP13,483$413.7K0.05%+13,483New
Cetera Investment Advisers14,392$427.3K0.00%−987−6.4%Reduced
Mariner, LLC14,534$431.5K0.00%−2,378−14.1%Reduced
Oppenheimer Asset Management Inc.14,640$434.7K0.01%−4,720−24.4%Reduced
Hilltop Holdings Inc.15,005$445.5K0.03%00.0%Unchanged
Ameritas Investment Partners, Inc.15,089$448.0K0.02%−390−2.5%Reduced
IMC-Chicago, LLC15,159$450.1K0.02%−7,157−32.1%Reduced
Veracity Capital LLC15,877$471.4K0.19%+15,877New
Harel Insurance Investments & Financial Services Ltd.15,889$472.0K0.01%+4,483+39.3%Added
Bulltick Wealth Management, LLC16,000$475.0K0.13%+16,000New
Kaizen Financial Strategies16,900$501.8K0.29%−800−4.5%Reduced
Gamco Investors, Inc. Et Al17,050$506.2K0.01%00.0%Unchanged
Csenge Advisory Group15,586$515.7K0.03%+3,230+26.1%Added
Belpointe Asset Management LLC17,428$517.4K0.03%+17,428New
Moran Wealth Management, LLC17,441$517.8K0.02%+506+3.0%Added
Captrust Financial Advisors17,501$519.6K0.00%+1,948+12.5%Added
TownSquare Capital, LLC17,569$521.6K0.01%+17,569New
Assenagon Asset Management S.A.17,730$526.4K0.00%−37,031−67.6%Reduced
Paradigm Financial Partners, LLC17,923$532.1K0.07%+6,445+56.2%Added
Kornitzer Capital Management Inc18,000$534.4K0.01%−12,000−40.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.18,299$543.3K0.00%+698+4.0%Added
Virginia Retirement Systems Et Al18,700$555.2K0.00%+18,700New
Toroso Investments, LLC19,171$569.2K0.00%−1,990−9.4%Reduced
Commonwealth Equity Services, LLC19,446$577.0K0.00%+4,217+27.7%Added
MYDA Advisors LLC20,000$593.8K0.21%−80,000−80.0%Reduced
Wealth Enhancement Advisory Services, LLC20,010$594.1K0.00%+20,010New
Moss Adams Wealth Advisors LLC20,122$597.4K0.06%+122+0.6%Added
US Bancorp20,421$606.3K0.00%−748−3.5%Reduced
Heritage Trust Co20,990$623.2K0.08%+20,990New
Baird Financial Group, Inc.21,552$639.9K0.00%+3,799+21.4%Added