Kodiak Gas ServicesKGS

13F holders, Q2 2026 (June 30)
409holders +80
108new positions
32sold out
8famous investors
$75.10avg. 13F price*

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

0100200300400500 Q1 2024: 123Q1 2024Q2 2024: 143Q2 2024Q3 2024: 165Q3 2024Q4 2024: 210Q4 2024Q1 2025: 227Q1 2025Q2 2025: 246Q2 2025Q3 2025: 253Q3 2025Q4 2025: 282Q4 2025Q1 2026: 329Q1 2026Q2 2026: 409Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions108$589.3M
Exits32$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.

Show all 409 holders