KGS — KODIAK GAS SVCS INC
As of Q2 2026, 38 SEC-registered investment managers reported holding KGS (KODIAK GAS SVCS INC) in their latest 13F filings, with a combined reported value of $3.81B across 53.69M shares. That is +12.2% by share count (+5.84M shares) versus the previous quarter, while reported value moved +42.5%. Ownership is concentrated: the five largest holders account for 63.7% of reported value and the top ten for 79.5%.
Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KGS is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 15.20M | $1.14B | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 8.06M | $605.41M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.07M | $305.99M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 6.17M | $230.77M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 2.49M | $187.23M | 0.01% | Add |
| Wellington Management Group history | Q2 2026 | 2.43M | $182.73M | 0.03% | Add |
| Two Sigma Investments history | Q2 2026 | 2.10M | $158.06M | 0.12% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.75M | $131.14M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.46M | $109.85M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 1.46M | $109.71M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.26M | $94.81M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.10M | $82.40M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 1.04M | $78.05M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 979.95K | $73.62M | 0.01% | Add |
| Lone Pine Capital history | Q2 2026 | 845.07K | $63.49M | 0.39% | New |
| UBS Group AG history | Q2 2026 | 796.30K | $59.83M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 708.76K | $53.25M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 636.27K | $47.80M | 0.02% | Add |
| PSP Investments history | Q2 2026 | 573.95K | $43.12M | 0.11% | Add |
| Millennium Management history | Q2 2026 | 502.54K | $37.76M | 0.01% | Add |
New Positions (Q2 2026)
- Lone Pine Capital 845.07K sh · $63.49M
- JPMorgan Chase & Co 485.43K sh · $36.47M
- Balyasny Asset Management 244.97K sh · $18.40M
Fully Exited (vs previous quarter)
- Steadfast Capital Management sold 385.67K sh · $22.49M
- CPP Investments sold 118.50K sh · $6.91M
- Janus Henderson Group sold 36.68K sh · $2.14M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | 1.69M | 2.87M | 3.88M | 4.07M | 9.59M | 12.14M | 12.31M | 15.20M |
| Invesco Ltd | 1.00M | 1.01M | 1.18M | 1.30M | 2.28M | 2.91M | 2.94M | 3.04M | 4.87M | 6.31M | 7.59M | 8.18M | 8.06M |
| Fidelity Management & Research (FMR) | — | 20 | 29.70K | 430.60K | 898.17K | 4.89M | 7.34M | 7.84M | 7.30M | 9.05M | 9.63M | 4.56M | 4.07M |
| Geode Capital Management | — | 306.12K | 326.89K | 346.12K | 469.00K | 547.82K | 827.27K | 990.70K | 1.08M | 1.52M | 1.93M | 1.99M | 2.49M |
| Wellington Management Group | 91.85K | — | — | 52.70K | — | 1.54M | 1.04M | 840.34K | 845.86K | 356.60K | 32.76K | 1.31M | 2.43M |
| Two Sigma Investments | 32.00K | 387.23K | 385.56K | 478.25K | 393.78K | 744.38K | 880.57K | 558.05K | 637.19K | 947.73K | 903.39K | 1.80M | 2.10M |
| Goldman Sachs Group | 1.13M | 1.06M | 1.28M | 738.50K | 1.22M | 1.15M | 1.25M | 1.98M | 2.85M | 2.00M | 3.29M | 2.64M | 1.75M |
| Bank of America Corp | — | 56.93K | 145.88K | 214.97K | 493.79K | 397.49K | 378.89K | 702.84K | 720.45K | 1.76M | 1.32M | 1.54M | 1.46M |
| Citadel Advisors | 1.46M | 604.97K | 83.36K | 267.90K | 48.76K | 1.15M | 746.71K | 189.89K | 429.00K | 2.06M | 1.64M | 1.99M | 1.46M |
| Morgan Stanley | — | 62.72K | 481.73K | 331.13K | 437.79K | 428.52K | 535.67K | 482.71K | 539.80K | 439.37K | 697.14K | 930.12K | 1.26M |
| Charles Schwab Investment Management | — | 123.88K | 127.10K | 128.35K | 168.80K | 198.41K | 309.68K | 362.83K | 421.29K | 697.60K | 901.41K | 943.42K | 1.10M |
| Northern Trust Corp | — | 128.63K | 150.07K | 147.40K | 159.22K | 221.80K | 382.24K | 416.70K | 458.38K | 636.07K | 760.99K | 783.91K | 1.04M |
| BNY Mellon | — | 43.69K | 533.08K | 534.64K | 542.28K | 528.54K | 391.14K | 443.67K | 465.23K | 649.61K | 805.37K | 803.42K | 979.95K |
| Lone Pine Capital | — | — | — | — | — | — | — | — | — | — | — | — | 845.07K |
| UBS Group AG | — | — | 23.49K | 50.59K | 43.88K | 130.18K | 293.58K | 480.74K | 816.31K | 1.40M | 1.06M | 886.20K | 796.30K |
| Franklin Resources | — | — | — | — | — | 39.05K | 38.53K | 60.58K | 35.30K | 48.00K | 29.73K | 395.28K | 708.76K |
| Principal Global Investors | — | — | — | — | — | 21.02K | 24.01K | 27.25K | 67.31K | 399.04K | 523.73K | 548.02K | 636.27K |
| PSP Investments | — | — | — | — | — | — | — | — | — | 256.73K | 287.60K | 528.43K | 573.95K |
| Millennium Management | 657.17K | — | 303.08K | 48.48K | 79.49K | 211.44K | 409.63K | 237.29K | 1.22M | 49.63K | 193.12K | 263.24K | 502.54K |
| JPMorgan Chase & Co | — | 15.92K | 60.60K | 131.70K | 70.95K | 110.42K | 86.15K | 115.41K | 110.47K | 237.80K | 274.40K | — | 485.43K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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