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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
LGL Partners, LLC0$00.00%−50,008−100.0%Sold out
1492 Capital Management LLC0$00.00%−45,985−100.0%Sold out
Jane Street Group, LLC0$00.00%−41,207−100.0%Sold out
Virtu Financial LLC0$00.00%−31,910−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−30,000−100.0%Sold out
Scientech Research LLC0$00.00%−23,780−100.0%Sold out
Headlands Technologies LLC0$00.00%−22,310−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−21,347−100.0%Sold out
HSBC Holdings PLC0$00.00%−19,665−100.0%Sold out
Wolverine Trading, LLC0$00.00%−16,737−100.0%Sold out
Militia Capital Partners, LP0$00.00%−16,800−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−14,704−100.0%Sold out
One + One Wealth Management, LLC0$00.00%−14,061−100.0%Sold out
ELCO Management Co., LLC0$00.00%−13,150−100.0%Sold out
MIG Capital, LLC0$00.00%−13,079−100.0%Sold out
Two Sigma Investments, LP0$00.00%−13,058−100.0%Sold out
Neo Ivy Capital Management0$00.00%−12,027−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,172−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−10,000−100.0%Sold out
HighTower Advisors, LLC0$00.00%−9,022−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−8,824−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−5,000−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−2,762−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,461−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−1,000−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−850−100.0%Sold out
Modus Advisors, LLC0$00.00%−700−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−606−100.0%Sold out
PSI Advisors, LLC0$00.00%−550−100.0%Sold out
Morse Asset Management, Inc0$00.00%−375−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−200−100.0%Sold out
Quarry LP0$00.00%−112−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−110−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−15−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Chesapeake Capital Corp––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
WR Wealth Planners, LLC––––Not filed