Who owns Kodiak Gas Services (KGS)
Which tracked institutional funds hold KGS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KGS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on KGS is one-sided between 2026-Q1 and 2026-Q2: 202 added or opened and 62 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KGS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes KGS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KGS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 380 tracked filers holding KGS, 264 increased or opened the position and 137 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KGS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 54
- LONE PINE CAPITAL LLC$63M
- Driehaus Capital Management LLC$49M
- Conestoga Capital Advisors, LLC$49M
- Copeland Capital Management, LLC$36M
- WESTFIELD CAPITAL MANAGEMENT CO LP$30M
- OBERWEIS ASSET MANAGEMENT INC/$27M
Full exits 32
- SG Americas Securities, LLC$37M
- STEADFAST CAPITAL MANAGEMENT LP$22M
- Holocene Advisors, LP$19M
- Ruffer LLP$9M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$8M
- CANADA PENSION PLAN INVESTMENT BOARD$7M
Largest adds
- BlackRock, Inc.$479M
- VANGUARD PORTFOLIO MANAGEMENT LLC$197M
- Invesco Ltd.$142M
- VANGUARD CAPITAL MANAGEMENT LLC$112M
- STATE STREET CORP$110M
- PRICE T ROWE ASSOCIATES INC /MD/$108M
Largest trims
- DEPRINCE RACE & ZOLLO INC$51M
- BARCLAYS PLC$29M
- RENAISSANCE TECHNOLOGIES LLC$26M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25M
- CITADEL ADVISORS LLC$23M
- Walleye Capital LLC$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,202,166 | $1.1B | 15.5% | 2026-Q2 |
| Invesco Ltd. added | 8,058,162 | $605M | 8.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,382,477 | $329M | 4.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,128,008 | $310M | 4.2% | 2026-Q2 |
| STATE STREET CORP added | 4,126,523 | $310M | 4.2% | 2026-Q2 |
| FMR LLC trimmed | 4,072,866 | $306M | 4.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,035,578 | $228M | 3.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,949,348 | $222M | 3.0% | 2026-Q2 |
| Zimmer Partners, LP added | 2,530,838 | $190M | 2.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,524,261 | $190M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,491,617 | $187M | 2.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,432,174 | $183M | 2.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,103,821 | $158M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,745,546 | $131M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,462,131 | $110M | 1.5% | 2026-Q2 |
| 140 Summer Partners LP added | 1,302,130 | $98M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,261,964 | $95M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,177,330 | $88M | 1.2% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 1,128,985 | $85M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,096,762 | $82M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,084,271 | $81M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,038,831 | $78M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 979,946 | $74M | 1.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 952,765 | $72M | 1.0% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 882,370 | $66M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 874,965 | $66M | 0.9% | 2026-Q2 |
| LONE PINE CAPITAL LLC new | 845,070 | $63M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 832,812 | $63M | 0.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 820,438 | $62M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 796,301 | $60M | 0.8% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 768,470 | $58M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 708,756 | $53M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 704,694 | $53M | 0.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 656,730 | $49M | 0.7% | 2026-Q2 |
| Driehaus Capital Management LLC added | 655,608 | $49M | 0.7% | 2026-Q2 |
| Conestoga Capital Advisors, LLC new | 646,145 | $49M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 636,273 | $48M | 0.6% | 2026-Q2 |
| AUGUSTINE ASSET MANAGEMENT INC | 609,394 | $46M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC added | 589,510 | $44M | 0.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 574,636 | $43M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board added | 573,947 | $43M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 502,538 | $38M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 485,428 | $36M | 0.5% | 2026-Q2 |
| Copeland Capital Management, LLC new | 476,035 | $36M | 0.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 453,615 | $34M | 0.5% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 430,763 | $32M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 425,988 | $32M | 0.4% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 402,126 | $30M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 397,966 | $30M | 0.4% | 2026-Q2 |
| PINNBROOK CAPITAL MANAGEMENT LP added | 391,854 | $29M | 0.4% | 2026-Q2 |
| Westend Capital Management, LLC trimmed | 366,972 | $28M | 0.4% | 2026-Q2 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 356,550 | $27M | 0.4% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ new | 355,870 | $27M | 0.4% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC added | 350,000 | $26M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 349,051 | $26M | 0.4% | 2026-Q2 |
| Hood River Capital Management LLC new | 335,688 | $25M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 334,810 | $25M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 321,015 | $24M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 311,031 | $23M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 307,122 | $23M | 0.3% | 2026-Q2 |
| Ripple Effect Asset Management LP trimmed | 300,630 | $23M | 0.3% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT new | 300,000 | $23M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 287,900 | $21M | 0.3% | 2026-Q2 |
| Aberdeen Group plc new | 258,916 | $19M | 0.3% | 2026-Q2 |
| Jain Global LLC added | 256,490 | $19M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 250,052 | $19M | 0.3% | 2026-Q2 |
| Arvin Capital Management LP new | 246,609 | $19M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 244,965 | $18M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 237,450 | $18M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 229,198 | $17M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 227,157 | $17M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC new | 225,048 | $17M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 220,136 | $17M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 209,519 | $16M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 207,204 | $16M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 200,000 | $15M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 194,400 | $15M | 0.2% | 2026-Q2 |
| Yaupon Capital Management LP trimmed | 190,000 | $14M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 180,649 | $14M | 0.2% | 2026-Q2 |
| Brookfield Corp /ON/ trimmed | 179,835 | $14M | 0.2% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 171,727 | $13M | 0.2% | 2026-Q2 |
| LGT Group Foundation new | 170,479 | $13M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 163,851 | $12M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 154,889 | $12M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 151,353 | $11M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 131,086 | $10M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 129,413 | $8M | 0.1% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 128,558 | $10M | 0.1% | 2026-Q2 |
| Pier Capital, LLC trimmed | 126,138 | $9M | 0.1% | 2026-Q2 |
| HWG Holdings LP trimmed | 125,216 | $9M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 123,568 | $9M | 0.1% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 123,154 | $9M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 120,719 | $9M | 0.1% | 2026-Q2 |
| FORA Capital, LLC added | 113,715 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 112,352 | $8M | 0.1% | 2026-Q2 |
| NORGES BANK added | 109,900 | $8M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 109,121 | $8M | 0.1% | 2026-Q2 |
| Longaeva Partners L.P. new | 104,305 | $8M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 101,685 | $8M | 0.1% | 2026-Q2 |
| VIKING FUND MANAGEMENT LLC trimmed | 100,000 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.