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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 2025

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Sep 30, 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
629
+142 vs. Q2 2025
Shares held
152.9M
−14.0M (−8.4%) vs. Q2 2025
Total value
$14.0B
+$6.22B (+80.3%) vs. Q2 2025
New holders
202
181 more added
Sold out
60
189 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 2025: 629 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 2025: $14.0B
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 2025

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q2 2025.

Institutions holding KTOS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.9,458$864.2K0.02%+3,691+64.0%Added
HighTower Advisors, LLC9,889$903.5K0.00%+4,916+98.9%Added
Wealth Quarterback LLC9,948$908.9K0.35%−1,354−12.0%Reduced
Americana Partners, LLC10,296$940.7K0.03%+374+3.8%Added
Red Mountain Financial, LLC10,300$941.1K0.96%00.0%Unchanged
West Michigan Advisors, LLC10,335$944.3K0.23%+35+0.3%Added
Benjamin Edwards Inc10,417$951.7K0.01%−3,117−23.0%Reduced
Cornell Pochily Investment Advisors, Inc.10,430$953.0K0.28%+390+3.9%Added
Captrust Financial Advisors11,133$1.02M0.00%−3,443−23.6%Reduced
Chicago Capital, LLC11,172$1.02M0.03%+1,172+11.7%Added
Mackenzie Financial Corp11,537$1.05M0.00%+1,993+20.9%Added
Independent Advisor Alliance11,649$1.06M0.03%−206−1.7%Reduced
NewEdge Wealth, LLC13,816$1.07M0.02%−11,019−44.4%Reduced
Silver Oak Securities, Inc11,945$1.09M0.08%+2,040+20.6%Added
Kaizen Financial Strategies15,100$1.09M0.49%−1,300−7.9%Reduced
Allred Capital Management, LLC12,000$1.10M0.38%−15,000−55.6%Reduced
Verition Fund Management LLC12,128$1.11M0.01%−33,336−73.3%Reduced
Optiver Holding B.V.12,193$1.11M0.02%+12,193New
Baader Bank INC14,149$1.12M0.09%+14,149New
Ion Asset Management Ltd.12,285$1.12M0.14%−5,455−30.7%Reduced
Montag A & Associates Inc12,468$1.14M0.05%+19+0.2%Added
Whitaker-Myers Wealth Managers, LTD.12,485$1.14M0.25%+12,485New
Securian Asset Management, Inc12,641$1.16M0.03%+12,641New
Oppenheimer & Co Inc12,733$1.16M0.01%−3,827−23.1%Reduced
Quartz Partners, LLC12,806$1.17M0.42%+899+7.6%Added
Evergreen Capital Management LLC12,878$1.18M0.03%+1,553+13.7%Added
Copperleaf Capital, LLC12,969$1.18M0.57%+12,969New
Golden State Equity Partners13,075$1.19M0.20%+1,135+9.5%Added
Toth Financial Advisory Corp13,120$1.20M0.13%−16,230−55.3%Reduced
Letson Investment Management, Inc.13,170$1.20M0.43%00.0%Unchanged
Ancora Advisors, LLC13,219$1.21M0.02%+5,175+64.3%Added
Salem Investment Counselors Inc13,275$1.21M0.03%00.0%Unchanged
Integrated Quantitative Investments LLC13,507$1.23M0.35%+13,507New
Public Employees Retirement Association of Colorado13,869$1.27M0.00%00.0%Unchanged
Kornitzer Capital Management Inc14,000$1.28M0.03%−4,000−22.2%Reduced
Csenge Advisory Group14,338$1.31M0.06%−1,287−8.2%Reduced
Mariner, LLC14,572$1.33M0.00%−3,804−20.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14,739$1.35M0.00%+731+5.2%Added
Veracity Capital LLC14,817$1.35M0.44%−334−2.2%Reduced
US Bancorp15,116$1.38M0.00%−1,387−8.4%Reduced
Paradigm Financial Partners, LLC15,207$1.39M0.14%−7,199−32.1%Reduced
Florida Financial Advisors, LLC15,216$1.39M0.43%+15,216New
Liberty One Investment Management, LLC15,639$1.43M0.08%−5,403−25.7%Reduced
The PNC Financial Services Group, Inc.16,069$1.47M0.00%+5,410+50.8%Added
Glenmede Investment Management, LP16,227$1.48M0.01%+17+0.1%Added
Arete Wealth Advisors, LLC16,413$1.50M0.09%+16,413New
Wiley Bros.-Aintree Capital, LLC16,500$1.51M0.01%−95−0.6%Reduced
Nations Financial Group Inc,16,542$1.51M0.09%+16,542New
Truist Financial Corp17,061$1.56M0.00%−9,188−35.0%Reduced
Hilltop Holdings Inc.17,126$1.56M0.08%+2,528+17.3%Added
BancFirst Trust & Investment Management17,961$1.58M0.60%−6,428−26.4%Reduced
Calamos Advisors LLC17,368$1.59M0.01%+17,368New
Harold Davidson & Associates Inc.17,431$1.59M0.72%+17,431New
Qsemble Capital Management, LP17,512$1.60M0.16%+17,512New
JustInvest LLC17,600$1.61M0.02%+3,915+28.6%Added
Rockefeller Capital Management L.P.17,630$1.61M0.00%−265,140−93.8%Reduced
Belpointe Asset Management LLC17,699$1.62M0.06%−209−1.2%Reduced
Steel Peak Wealth Management LLC17,710$1.62M0.05%−6,552−27.0%Reduced
Aquatic Capital Management LLC17,780$1.62M0.03%+17,780New
Moran Wealth Management, LLC17,785$1.63M0.05%+35+0.2%Added
CIBC Bancorp USA Inc.17,785$1.63M0.01%+17,785New
Massar Capital Management, LP17,976$1.64M0.59%+17,976New
State of Alaska, Department of Revenue18,000$1.64M0.02%−80,033−81.6%Reduced
AXA Investment Managers S.A.18,127$1.66M0.00%+18,127New
Chesapeake Capital Corp18,165$1.66M1.49%+18,165New
Catalyst Funds Management Pty Ltd18,300$1.67M0.25%+18,300New
Tower Research Capital LLC (TRC)18,431$1.68M0.05%−3,837−17.2%Reduced
Fiduciary Alliance LLC18,471$1.69M0.11%+5,461+42.0%Added
O'Shaughnessy Asset Management, LLC19,331$1.77M0.01%+6,396+49.4%Added
Sanctuary Advisors, LLC19,504$1.78M0.01%−2,122−9.8%Reduced
Private Advisor Group, LLC19,685$1.80M0.01%−43,633−68.9%Reduced
IMC-Chicago, LLC19,895$1.82M0.03%−56,340−73.9%Reduced
Mission Wealth Management, LP20,005$1.83M0.04%+20,005New
Moss Adams Wealth Advisors LLC20,151$1.84M0.14%+29+0.1%Added
Man Group plc20,265$1.85M0.00%+20,265New
Bleakley Financial Group, LLC20,360$1.86M0.04%−42,166−67.4%Reduced
CI Private Wealth, LLC20,426$1.87M0.00%−2,053−9.1%Reduced
Virginia Retirement Systems Et Al20,900$1.91M0.01%+7,600+57.1%Added
Waterloo Capital, L.P.20,924$1.91M0.14%−14,246−40.5%Reduced
Group One Trading, L.P.20,975$1.92M0.06%−62,799−75.0%Reduced
Heritage Trust Co20,990$1.92M0.20%00.0%Unchanged
Petra Financial Advisors Inc21,212$1.94M1.13%+355+1.7%Added
HSBC Holdings PLC21,748$1.97M0.00%+6,994+47.4%Added
Assetmark, Inc21,933$2.00M0.00%+3,680+20.2%Added
Gabelli Funds LLC21,960$2.01M0.01%00.0%Unchanged
Pacer Advisors, Inc.22,480$2.05M0.01%+22,480New
Xponance, Inc.23,518$2.15M0.02%+11,703+99.1%Added
Dupree Financial Group, LLC23,652$2.16M0.82%+23,652New
Polen Capital Management LLC23,719$2.17M0.01%−10,812−31.3%Reduced
Algert Global LLC23,730$2.17M0.04%+23,730New
Quantinno Capital Management LP23,835$2.18M0.01%+9,501+66.3%Added
Pictet Asset Management Holding SA23,913$2.18M0.00%+1,715+7.7%Added
Janney Montgomery Scott LLC24,002$2.19M0.01%−7,672−24.2%Reduced
Gables Capital Management Inc.24,250$2.22M0.95%−500−2.0%Reduced
Financial Sense Advisors, Inc.24,390$2.23M0.41%+24,390New
Marietta Investment Partners LLC24,700$2.26M0.44%+18,360+289.6%Added
Teacher Retirement System of Texas24,895$2.27M0.01%−1,066−4.1%Reduced
Cassaday & Co Wealth Management LLC25,000$2.28M0.05%00.0%Unchanged
Morris Retirement Advisors, LLC25,037$2.29M1.00%+275+1.1%Added
Pinnacle Wealth Management, LLC25,332$2.31M1.56%+25,332New