Skip to main content

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 2026

Institutional positions in Kratos Defense & Security Solutions, Inc. as of Jun 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

Institutional holders
631
−76 vs. Q1 2026
Shares held
153.1M
−13.6M (−8.1%) vs. Q1 2026
Total value
$7.68B
−$4.08B (−34.7%) vs. Q1 2026
New holders
109
232 more added
Sold out
185
226 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 631 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 2026: $7.68B
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 2026

Shares, value and share of portfolio for each institution holding Kratos Defense & Security Solutions, Inc.; share changes are against Q1 2026.

Institutions holding KTOS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Brothers Harriman & Co21$1.05K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.21$1.05K0.00%00.0%Unchanged
Capital Analysts, LLC24$1.00K0.00%+24New
Essential Partners LLC20$9970.00%00.0%Unchanged
Investors Portfolio Services LLC18$8970.00%+18New
Sarver Vrooman Wealth Advisors15$8700.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$8480.00%−2−10.5%Reduced
HFM Investment Advisors, LLC17$8480.00%+5+41.7%Added
Cape Investment Advisory, Inc.16$7980.00%+16New
Basecamp Wealth Advisors LLC14$6980.00%−101−87.8%Reduced
Bay Harbor Wealth Management, LLC14$6980.00%−8−36.4%Reduced
Leo H. Evart, Inc.12$5980.00%00.0%Unchanged
Trust Co11$5480.00%00.0%Unchanged
Quent Capital, LLC11$5480.00%+11New
Graney & King, LLC10$4990.00%00.0%Unchanged
Addison Advisors LLC10$4990.00%+4+66.7%Added
Axiom Investment Management LLC10$4990.00%+10New
NVWM, LLC9$4490.00%+9New
Rialto Wealth Management, LLC8$3990.00%−8−50.0%Reduced
MV Capital Management, Inc.7$3500.00%+7New
American Capital Advisory, LLC6$3000.00%+5+500.0%Added
LRI Investments, LLC6$2990.00%+6New
Principia Wealth Advisory, LLC5$2490.00%−10−66.7%Reduced
Motco5$2490.00%+5New
Cornerstone Planning Group LLC4$1920.00%−3−42.9%Reduced
Kerr Financial Planning Corp2$1000.00%00.0%Unchanged
Planning Strategies Inc.2$1000.00%+2New
Activest Wealth Management1$500.00%+1New
Maryland Capital Advisors Inc.1$500.00%+1New
Transamerica Financial Advisors, Inc.1$490.00%+1New
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Jericho Capital Asset Management L.P.0$00.00%−2,649,578−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−1,563,146−100.0%Sold out
Zimmer Partners, LP0$00.00%−783,148−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−529,022−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−390,924−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−382,466−100.0%Sold out
Empowered Funds, LLC0$00.00%−366,154−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−329,953−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−290,936−100.0%Sold out
HBK Investments L P0$00.00%−200,000−100.0%Sold out
Burkehill Global Management, LP0$00.00%−200,000−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−140,442−100.0%Sold out
Fred Alger Management, LLC0$00.00%−116,793−100.0%Sold out
Castleark Management LLC0$00.00%−109,634−100.0%Sold out
ARS Investment Partners, LLC0$00.00%−89,973−100.0%Sold out
Agf Management Ltd0$00.00%−83,208−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−74,235−100.0%Sold out
Moore Capital Management, LP0$00.00%−71,298−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−66,211−100.0%Sold out
Dorsey Wright & Associates0$00.00%−51,568−100.0%Sold out
Intech Investment Management LLC0$00.00%−50,380−100.0%Sold out
Delphi Financial Group, Inc.0$00.00%−44,030−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−37,775−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−37,369−100.0%Sold out
Tribune Investment Group LP0$00.00%−31,920−100.0%Sold out
Polen Capital Management LLC0$00.00%−29,265−100.0%Sold out
Freemont Management S.A.0$00.00%−26,900−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−26,749−100.0%Sold out
Rice Hall James & Associates, LLC0$00.00%−26,697−100.0%Sold out
Mariner, LLC0$00.00%−24,840−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−24,241−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−23,482−100.0%Sold out
Natixis0$00.00%−22,518−100.0%Sold out
Florida Financial Advisors, LLC0$00.00%−22,208−100.0%Sold out
Zacks Investment Management0$00.00%−22,045−100.0%Sold out
Congress Asset Management Co0$00.00%−21,854−100.0%Sold out
Mackenzie Financial Corp0$00.00%−20,664−100.0%Sold out
EAM Investors, LLC0$00.00%−20,383−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−17,724−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−17,651−100.0%Sold out
Harold Davidson & Associates Inc.0$00.00%−17,415−100.0%Sold out
Bannerstone Capital Management, LLC0$00.00%−17,284−100.0%Sold out
Golden State Equity Partners0$00.00%−15,634−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−15,173−100.0%Sold out
Eos Management, L.P.0$00.00%−15,021−100.0%Sold out
Cinctive Capital Management LP0$00.00%−14,328−100.0%Sold out
JT Stratford LLC0$00.00%−13,351−100.0%Sold out
Csenge Advisory Group0$00.00%−12,340−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,849−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−11,030−100.0%Sold out
ION Fund Management Ltd0$00.00%−11,015−100.0%Sold out
Verition Fund Management LLC0$00.00%−10,265−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−10,000−100.0%Sold out
Arosa Capital Management LP0$00.00%−10,000−100.0%Sold out
Covalis Capital LLP0$00.00%−10,000−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−9,885−100.0%Sold out
GTS Securities LLC0$00.00%−9,877−100.0%Sold out
Jennison Associates LLC0$00.00%−9,476−100.0%Sold out
Alphadyne Asset Management LP0$00.00%−9,239−100.0%Sold out
Williamson Legacy Group, LLC0$00.00%−9,216−100.0%Sold out
Atria Investments LLC0$00.00%−8,968−100.0%Sold out
United Capital Management of KS, Inc.0$00.00%−8,725−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−8,500−100.0%Sold out
Sigma Planning Corp0$00.00%−8,442−100.0%Sold out
Abel Hall, LLC0$00.00%−7,836−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,094−100.0%Sold out
Oxford Asset Management LLP0$00.00%−6,852−100.0%Sold out
Josh Arnold Investment Consultant, LLC0$00.00%−6,350−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−6,229−100.0%Sold out