Kodiak Gas ServicesKGS
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 409 institutions reported holding Kodiak Gas Services Inc. (KGS) in their 13F filings, up 80 from Q1 2026. 108 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($1.1B), Invesco Ltd. ($605.4M) and Vanguard Capital Management LLC ($329.3M). 8 famous investors held it, including Stephen Mandel (0.4% of Lone Pine Capital's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Kodiak Gas Services Inc.
- CUSIP
- 50012A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $589.3M |
| Exits | 32 | $82.9M |
All 13F filers, Q1 2026 → Q2 2026: 24,686,564 shares bought and 9,629,050 shares sold, net +15,057,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| BlackRock, Inc. | 0.02% | Add +23.5% | 15,202,166 | $1.1B |
| Invesco Ltd. | 0.05% | Reduce -1.6% | 8,058,162 | $605.4M |
| Vanguard Capital Management LLC | 0.01% | Add +17.7% | 4,382,477 | $329.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +113.6% | 4,128,008 | $310.1M |
| State Street Corp. | 0.01% | Add +20.2% | 4,126,523 | $310.0M |
| FMR LLC | 0.01% | Reduce -10.8% | 4,072,866 | $306.0M |
| T. Rowe Price Associates Inc. | 0.02% | Add +48.1% | 3,035,578 | $228.1M |
| American Century Companies Inc. | 0.10% | Add +20.5% | 2,949,348 | $221.6M |
| Zimmer Partners, LP | 4.50% | Add +6.3% | 2,530,838 | $190.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -18.7% | 2,524,261 | $189.6M |
| Geode Capital Management, LLC | 0.01% | Add +25.0% | 2,491,617 | $187.2M |
| Wellington Management Group LLP | 0.03% | Add +85.0% | 2,432,174 | $182.7M |
| Two Sigma Investments, LP | 0.12% | Add +17.1% | 2,103,821 | $158.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.4% | 1,745,546 | $131.1M |
| Bank of America Corp. | 0.01% | Reduce -4.9% | 1,462,131 | $109.8M |
| 140 Summer Partners LP | 7.92% | Add +0.5% | 1,302,130 | $97.8M |
| Morgan Stanley | 0.01% | Add +35.7% | 1,261,964 | $94.8M |
| Citadel Advisors | 0.05% | Reduce -38.2% | 1,177,330 | $88.5M |
| Kayne Anderson Capital Advisors LP | 1.66% | Add +81.2% | 1,128,985 | $84.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +16.3% | 1,096,762 | $82.4M |
| BNP Paribas Financial Markets | 0.04% | Add +28.4% | 1,084,271 | $81.5M |
| Northern Trust Corp. | 0.01% | Add +32.5% | 1,038,831 | $78.0M |
| Bank of New York Mellon Corp | 0.01% | Add +22.0% | 979,946 | $73.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +0.1% | 952,765 | $71.6M |
| Eagle Global Advisors LLC | 2.19% | Reduce -5.2% | 882,370 | $66.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 874,965 | $65.7M |
| Lone Pine Capital | 0.39% | New | 845,070 | $63.5M |
| Nuveen, LLC | 0.01% | Add +76.9% | 832,812 | $62.6M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -45.0% | 820,438 | $61.6M |
| UBS Group AG | 0.01% | Reduce -10.1% | 796,301 | $59.8M |
| Tortoise Capital Advisors, L.L.C. | 0.59% | Add +5.8% | 768,470 | $57.7M |
| Franklin Resources Inc. | 0.01% | Add +79.3% | 708,756 | $53.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +21.1% | 704,694 | $52.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -5.6% | 656,730 | $49.3M |
| Driehaus Capital Management LLC | 0.29% | New | 655,608 | $49.3M |
| T. Rowe Price Investment Management, Inc. | 0.03% | New | 652,761 | $49.0M |
| Conestoga Capital Advisors, LLC | 1.06% | New | 646,145 | $48.5M |
| Principal Financial Group Inc. | 0.02% | Add +16.1% | 636,273 | $47.8M |
| Augustine Asset Management Inc. | 9.27% | No change | 609,394 | $45.8M |
| Squarepoint Ops LLC | 0.09% | Add +2505.2% | 589,510 | $44.3M |
| CIBC Bancorp USA Inc. | 0.05% | Reduce -0.7% | 574,636 | $43.2M |
| Public Sector Pension Investment Board | 0.11% | Add +8.6% | 573,947 | $43.1M |
| Millennium Management | 0.03% | Add +90.9% | 502,538 | $37.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 485,428 | $36.5M |
| Copeland Capital Management, LLC | 0.73% | New | 476,035 | $35.8M |
| Federated Hermes, Inc. | 0.05% | Add +11.7% | 453,615 | $34.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +181.6% | 430,763 | $32.4M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -3.9% | 425,988 | $32.0M |
| Westfield Capital Management Co. LP | 0.10% | New | 402,126 | $30.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +52.8% | 397,966 | $29.9M |
| Pinnbrook Capital Management LP | 4.90% | Add +124.1% | 391,854 | $29.4M |
| Westend Capital Management, LLC | 6.31% | Reduce -0.7% | 366,972 | $27.6M |
| Hawk Ridge Capital Management LP | 0.88% | Add +17.4% | 356,550 | $26.8M |
| Oberweis Asset Management Inc./ | 0.55% | New | 355,870 | $26.7M |
| Seven Grand Managers, LLC | 1.06% | Add +40.0% | 350,000 | $26.3M |
| Duff & Phelps Investment Management Co. | 0.25% | No change | 349,051 | $26.2M |
| Hood River Capital Management LLC | 0.18% | New | 335,688 | $25.2M |
| D. E. Shaw & Co. | 0.02% | Add +77.9% | 334,810 | $25.2M |
| Deutsche Bank AG | 0.01% | Add +196.5% | 321,015 | $24.1M |
| Royce & Associates LP | 0.19% | Reduce -7.7% | 311,031 | $23.4M |
| Renaissance Technologies | 0.03% | Reduce -63.4% | 307,122 | $23.1M |
| Ripple Effect Asset Management LP | 13.34% | Reduce -34.4% | 300,630 | $22.6M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.01% | New | 300,000 | $22.5M |
| Allianz Asset Management GmbH | 0.02% | Add +699.4% | 263,000 | $19.8M |
| Aberdeen Group plc | 0.03% | New | 258,916 | $19.5M |
| Jain Global LLC | 0.25% | Add +1691.0% | 256,490 | $19.3M |
| First Trust Advisors LP | 0.01% | Add +27.7% | 250,052 | $18.8M |
| Arvin Capital Management LP | 3.47% | New | 246,609 | $18.5M |
| Balyasny Asset Management L.P. | 0.03% | New | 244,965 | $18.4M |
| Chickasaw Capital Management LLC | 0.66% | New | 243,000 | $18.3M |
| Legal & General Group Plc | 0.00% | Add +17.5% | 237,450 | $17.8M |
| Neuberger Berman Group LLC | 0.01% | Add +5143.6% | 229,198 | $17.2M |
| Rhumbline Advisers | 0.01% | Add +4.6% | 227,157 | $17.1M |
| WCM Investment Management, LLC | 0.03% | New | 225,048 | $16.8M |
| Victory Capital Management Inc. | 0.01% | Add +2.7% | 220,136 | $16.5M |
| Freestone Grove Partners LP | 0.10% | Add +8.9% | 209,519 | $15.7M |
| Marshall Wace, LLP | 0.01% | Reduce -14.7% | 207,204 | $15.6M |
| Ghisallo Capital Management LLC | 0.37% | Reduce -60.0% | 200,000 | $15.0M |
| Swiss National Bank | 0.01% | Add +14.7% | 194,400 | $14.6M |
| Yaupon Capital Management LP | 0.48% | New | 190,000 | $14.3M |
| Alyeska Investment Group, L.P. | 0.03% | Reduce -15.6% | 180,649 | $13.6M |
| Brookfield Corp | 0.02% | Reduce -35.3% | 179,835 | $13.5M |
| Aventail Capital Group, LP | 0.74% | Reduce -32.3% | 171,727 | $12.9M |
| LGT Group Foundation | 0.14% | New | 170,479 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.0% | 163,851 | $12.3M |
| Fifth Third Bancorp | 0.02% | Add +595.7% | 154,889 | $11.6M |
| Sei Investments Co. | 0.01% | Add +271.3% | 151,353 | $11.4M |
| Wells Fargo & Company | 0.00% | Add +107.2% | 131,086 | $9.8M |
| Baker Ellis Asset Management LLC | 1.00% | Reduce -0.4% | 128,558 | $9.7M |
| Pier Capital, LLC | 1.26% | Reduce -1.6% | 126,138 | $9.5M |
| HWG Holdings LP | 2.13% | Reduce -29.9% | 125,216 | $9.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -35.4% | 123,568 | $9.3M |
| HITE Hedge Asset Management LLC | 0.51% | New | 123,154 | $9.3M |
| Empowered Funds, LLC | 0.05% | New | 120,719 | $9.1M |
| FORA Capital, LLC | 0.59% | Add +211.6% | 113,715 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +11.9% | 112,352 | $8.4M |
| Norges Bank | 0.00% | — | 109,900 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 109,121 | $8.2M |
| Longaeva Partners L.P. | 0.23% | New | 104,305 | $7.8M |
| Prudential Financial Inc. | 0.01% | Add +19.6% | 101,685 | $7.6M |
"% of holder's portfolio" is KGS's weight in each manager's 13F, not the share of Kodiak Gas Services Inc. the manager owns.