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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 14 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 2026

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
65
0 (0.0%) vs. Q2 2026
Total value
$2.77K
−$588 (−17.5%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
0 more reduced

629 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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 2026

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q2 2026.

Institutions holding KTOS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Asset Management, Ltd––––Not filed
Toroso Investments, LLC––––Not filed
Clear Street Group Inc.––––Not filed
Essex Investment Management Co LLC––––Not filed
SG Americas Securities, LLC––––Not filed
Appleton Partners Inc––––Not filed
Zweig-DiMenna Associates LLC––––Not filed
TimesSquare Capital Management, LLC––––Not filed
Creative Planning––––Not filed
Wells Fargo & Company––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Qube Research & Technologies Ltd––––Not filed
Jupiter Topco LLC––––Not filed
Advisors Capital Management, LLC––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Catalyst Funds Management Pty Ltd––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Silvercrest Asset Management Group LLC––––Not filed
Canal Insurance CO––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
State of Wisconsin Investment Board––––Not filed
New York State Teachers Retirement System––––Not filed
Lumbard & Kellner, LLC––––Not filed
Longaeva Partners L.P.––––Not filed
Harvest Investment Services, LLC––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Baird Financial Group, Inc.––––Not filed
USS Investment Management Ltd––––Not filed
Brevan Howard Capital Management LP––––Not filed
Los Angeles Capital Management LLC––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Trexquant Investment LP––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Walleye Trading LLC––––Not filed
MetLife Investment Management––––Not filed
Marshall Wace, LLP––––Not filed
Kornitzer Capital Management Inc––––Not filed
Register Financial Advisors LLC––––Not filed
Victory Capital Management Inc––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Amalgamated Bank––––Not filed
Advisors Asset Management, Inc.––––Not filed
Rathbone Brothers plc––––Not filed
Future Fund LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
Fogel Capital Management, Inc.––––Not filed
Treasurer of the State of North Carolina––––Not filed
Cetera Investment Advisers––––Not filed
State of Tennessee, Treasury Department––––Not filed
CenterBook Partners LP––––Not filed
FORA Capital, LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Assenagon Asset Management S.A.––––Not filed
Bard Associates Inc––––Not filed
Mutual of America Capital Management LLC––––Not filed
Spirepoint Private Client, LLC––––Not filed
Hudson Bay Capital Management LP––––Not filed
Gerber Kawasaki Wealth & Investment Management––––Not filed
Envestnet Asset Management Inc––––Not filed
Entropy Technologies, LP––––Not filed
Holocene Advisors, LP––––Not filed
Portolan Capital Management, LLC––––Not filed
Pathstone Holdings, LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Janney Montgomery Scott LLC––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Gateway Investment Advisers LLC––––Not filed
Capital Fund Management S.A.––––Not filed
Louisiana State Employees Retirement System––––Not filed
Man Group plc––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Quantinno Capital Management LP––––Not filed
Smithfield Trust Co––––Not filed
EFG International AG––––Not filed
Arizona State Retirement System––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Capstone Investment Advisors, LLC––––Not filed
ABN AMRO Bank N.V.––––Not filed
D.A. Davidson & Co.––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
FWL Investment Management, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Garnet Equity Capital Holdings, Inc.––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
State of Michigan Retirement System––––Not filed
Yousif Capital Management, LLC––––Not filed
Defiance ETFs, LLC––––Not filed
Arkadios Wealth Advisors––––Not filed
Truvestments Capital LLC––––Not filed
Havemeyer Place LP––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Thrivent Financial for Lutherans––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Bridgewater Associates, LP––––Not filed