KODIAK GAS SVCS INC KGS
COM · Common Stock · CUSIP 50012A108
- SectorUtilities
- IndustryNatural Gas Transmission
- HeadquartersThe Woodlands, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.6m this quarter). Holder counts are more reliable. Shares outstanding: 101.1m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $75.10. Options: 9 managers hold calls ($40.2m notional), 6 hold puts ($30.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 54 |
| Q3 2023 | 80 |
| Q4 2023 | 103 |
| Q1 2024 | 124 |
| Q2 2024 | 144 |
| Q3 2024 | 166 |
| Q4 2024 | 212 |
| Q1 2025 | 229 |
| Q2 2025 | 247 |
| Q3 2025 | 255 |
| Q4 2025 | 283 |
| Q1 2026 | 330 |
| Q2 2026 | 408 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 106 | 58 |
| Q4 2024 | 142 | 57 |
| Q1 2025 | 161 | 82 |
| Q2 2025 | 160 | 91 |
| Q3 2025 | 161 | 107 |
| Q4 2025 | 180 | 95 |
| Q1 2026 | 210 | 122 |
| Q2 2026 | 276 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $59.0m | $87.2m | 1.48 |
| Q4 2025 | $37.8m | $97.7m | 2.59 |
| Q1 2026 | $41.0m | $89.4m | 2.18 |
| Q2 2026 | $40.2m | $30.8m | 0.77 |
Biggest buyers
| BlackRock, Inc. | Added | +2.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +2.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +985.4k |
| LONE PINE CAPITAL LLC | New | +845.1k |
| STATE STREET CORP | Added | +693.7k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +660.0k |
| Driehaus Capital Management LLC | New | +655.6k |
| T. Rowe Price Investment Management, Inc. | New | +652.8k |
| Conestoga Capital Advisors, LLC | New | +646.1k |
Biggest sellers
| DEPRINCE RACE & ZOLLO INC | Reduced | -885.7k |
| CITADEL ADVISORS LLC | Reduced | -727.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -672.3k |
| SG Americas Securities, LLC | Reduced | -629.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -581.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -531.5k |
| BARCLAYS PLC | Reduced | -514.8k |
| FMR LLC | Reduced | -490.8k |
| STEADFAST CAPITAL MANAGEMENT LP | Sold out | -385.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -368.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.4m165.0k shares |
| PEAK6 LLC | Reduced | $6.0m80.0k shares |
| CITADEL ADVISORS LLC | Added | $5.7m76.2k shares |
| JANE STREET GROUP, LLC | Reduced | $5.1m68.5k shares |
| BARCLAYS PLC | New | $4.4m59.0k shares |
| IMC-Chicago, LLC | Added | $4.3m57.6k shares |
| GROUP ONE TRADING LLC | Added | $1.1m15.1k shares |
| SIMPLEX TRADING, LLC | Added | $736.3k9.8k shares |
| TUDOR INVESTMENT CORP ET AL | New | $278.0k3.7k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $15.5m206.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8m64.0k shares |
| IMC-Chicago, LLC | Added | $3.4m45.3k shares |
| JANE STREET GROUP, LLC | Reduced | $3.4m45.0k shares |
| GROUP ONE TRADING LLC | Reduced | $3.1m41.6k shares |
| SIMPLEX TRADING, LLC | Added | $540.9k7.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +3.1 pts · filed 2026-01-21 | 14.0% |
| Invesco Ltd. 13G · institution -2.1 pts · filed 2026-08-13 | 8.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
Fell to 5% or below in the last year: FMR LLC (4.1%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Frontier TopCo Partnership, L.P. (0.0%, 2025-12-03)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $121.4k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 3 | $624.4k | 3 | $3.3m | $777.0k |
| Q2 2026 | 0 | — | 3 | $568.5k | $568.5k |
| Q3 2026 | 0 | — | 5 | $1.6m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Buhigas Pedro R. Chief Information Officer | Sold plan | $213.0k3.7k shares |
| 2026-09-14 | Hamilton Ewan William EVP & Chief Accounting Officer | Sold plan | $168.8k2.7k shares |
| 2026-09-11 | Lenamon William Chad Executive Vice President & COO | Sold plan | $63.2k1.0k shares |
| 2026-09-01 | McKee Robert Michael President & CEO, director | Sold plan | $355.8k6.0k shares |
| 2026-08-19 | McKee Robert Michael President & CEO, director | Sold plan | $374.8k6.0k shares |
| 2026-08-11 | Lenamon William Chad Executive Vice President & COO | Sold plan | $61.9k1.0k shares |
| 2026-07-13 | Lenamon William Chad Executive Vice President & COO | Sold plan | $67.8k1.0k shares |
| 2026-07-08 | Roclawski Cory Anne EVP & CHRO | Sold plan | $285.0k4.2k shares |
| 2026-06-17 | Buhigas Pedro R. Chief Information Officer | Sold plan | $313.5k4.6k shares |
| 2026-06-16 | Hamilton Ewan William EVP & Chief Accounting Officer | Sold plan | $187.3k2.7k shares |
| 2026-06-11 | Lenamon William Chad Executive Vice President & COO | Sold plan | $67.8k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 15.2m $1.1bn | Added +2.9m |
| Invesco Ltd. 0.05% of their portfolio | 8.1m $605.4m | Reduced -126.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.4m $329.3m | Added +660.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 4.1m $310.1m | Added +2.2m |
| STATE STREET CORP 0.01% of their portfolio | 4.1m $310.0m | Added +693.7k |
| FMR LLC 0.01% of their portfolio | 4.1m $306.0m | Reduced -490.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 3.0m $228.1m | Added +985.4k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 2.9m $221.6m | Added +502.3k |
| Zimmer Partners, LP 4.50% of their portfolio | 2.5m $190.1m | Added +148.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.5m $189.6m | Reduced -581.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.5m $187.2m | Added +498.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.4m $182.7m | Added +1.1m |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 2.1m $158.1m | Added +306.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $131.1m | Reduced -368.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $109.8m | Reduced -75.7k |
| 140 Summer Partners LP 7.92% of their portfolio | 1.3m $97.8m | Added +6.2k |
| MORGAN STANLEY 0.01% of their portfolio | 1.3m $94.8m | Added +331.8k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.2m $88.5m | Reduced -727.5k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 1.66% of their portfolio | 1.1m $84.8m | Added +506.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $82.4m | Added +153.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 1.1m $81.5m | Added +239.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.0m $78.0m | Added +254.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 979.9k $73.6m | Added +176.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% of their portfolio | 952.8k $71.6m | Added +1.4k |
| EAGLE GLOBAL ADVISORS LLC 2.19% of their portfolio | 882.4k $66.3m | Reduced -48.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 875.0k $65.7m | Reduced -2.5k |
| LONE PINE CAPITAL LLC 0.39% of their portfolio | 845.1k $63.5m | New |
| Nuveen, LLC 0.01% of their portfolio | 832.8k $62.6m | Added +361.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.09% of their portfolio | 820.4k $61.6m | Reduced -672.3k |
| UBS Group AG 0.01% of their portfolio | 796.3k $59.8m | Reduced -89.9k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.59% of their portfolio | 768.5k $57.7m | Added +42.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 708.8k $53.2m | Added +313.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 704.7k $52.9m | Added +122.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 656.7k $49.3m | Reduced -38.8k |
| Driehaus Capital Management LLC 0.29% of their portfolio | 655.6k $49.3m | New |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 652.8k $49.0m | New |
| Conestoga Capital Advisors, LLC 1.06% of their portfolio | 646.1k $48.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 636.3k $47.8m | Added +88.3k |
| AUGUSTINE ASSET MANAGEMENT INC 9.27% of their portfolio | 609.4k $45.8m | Unchanged |
| Squarepoint Ops LLC 0.09% of their portfolio | 589.5k $44.3m | Added +566.9k |
| CIBC Bancorp USA Inc. 0.05% of their portfolio | 574.6k $43.2m | Reduced -4.2k |
| Public Sector Pension Investment Board 0.11% of their portfolio | 573.9k $43.1m | Added +45.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 502.5k $37.8m | Added +239.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 485.4k $36.5m | Added +8.3k |
| Copeland Capital Management, LLC 0.73% of their portfolio | 476.0k $35.8m | New |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 453.6k $34.1m | Added +47.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 430.8k $32.4m | Added +277.8k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 426.0k $32.0m | Reduced -17.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.10% of their portfolio | 402.1k $30.2m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 398.0k $29.9m | Added +137.5k |
| PINNBROOK CAPITAL MANAGEMENT LP 4.90% of their portfolio | 391.9k $29.4m | Added +217.0k |
| Westend Capital Management, LLC 6.31% of their portfolio | 367.0k $27.6m | Reduced -2.6k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.86% of their portfolio | 356.6k $26.8m | Added +52.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.55% of their portfolio | 355.9k $26.7m | New |
| SEVEN GRAND MANAGERS, LLC 1.06% of their portfolio | 350.0k $26.3m | Added +100.0k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.25% of their portfolio | 349.1k $26.2m | Unchanged |
| Hood River Capital Management LLC 0.18% of their portfolio | 335.7k $25.2m | New |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 334.8k $25.2m | Added +146.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 321.0k $24.1m | Added +212.7k |
| ROYCE & ASSOCIATES LP 0.19% of their portfolio | 311.0k $23.4m | Reduced -26.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 307.1k $23.1m | Reduced -531.5k |
| Ripple Effect Asset Management LP 13.34% of their portfolio | 300.6k $22.6m | Reduced -157.4k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.01% of their portfolio | 300.0k $22.5m | New |
| Allianz Asset Management GmbH 0.02% of their portfolio | 287.9k $21.1m | Added +255.0k |
| Aberdeen Group plc 0.03% of their portfolio | 258.9k $19.5m | New |
| Jain Global LLC 0.23% of their portfolio | 256.5k $19.3m | Added +242.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 250.1k $18.8m | Added +54.3k |
| Arvin Capital Management LP 3.47% of their portfolio | 246.6k $18.5m | New |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 245.0k $18.4m | New |
| CHICKASAW CAPITAL MANAGEMENT LLC 0.66% of their portfolio | 243.0k $18.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 237.4k $17.8m | Added +35.3k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 229.2k $17.2m | Added +224.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 227.2k $17.1m | Added +9.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 225.0k $16.8m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 220.1k $16.5m | Added +5.8k |
| Freestone Grove Partners LP 0.10% of their portfolio | 209.5k $15.7m | Added +17.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 207.2k $15.6m | Reduced -35.6k |
| Ghisallo Capital Management LLC 0.29% of their portfolio | 200.0k $15.0m | Reduced -300.0k |
| Swiss National Bank 0.01% of their portfolio | 194.4k $14.6m | Added +24.9k |
| Yaupon Capital Management LP 0.48% of their portfolio | 190.0k $14.3m | New |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 180.6k $13.6m | Reduced -33.3k |
| Brookfield Corp /ON/ 0.02% of their portfolio | 179.8k $13.5m | Reduced -98.3k |
| Aventail Capital Group, LP 0.74% of their portfolio | 171.7k $12.9m | Reduced -82.0k |
| LGT Group Foundation 0.14% of their portfolio | 170.5k $12.8m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 163.9k $12.3m | Reduced -16.3k |
| FIFTH THIRD BANCORP 0.02% of their portfolio | 154.9k $11.6m | Added +132.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 151.4k $11.4m | Added +110.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 131.1k $9.8m | Added +67.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 129.4k $7.5m | Added +24.5k |
| Baker Ellis Asset Management LLC 1.00% of their portfolio | 128.6k $9.7m | Reduced -499 |
| Pier Capital, LLC 1.26% of their portfolio | 126.1k $9.5m | Reduced -2.1k |
| HWG Holdings LP 2.13% of their portfolio | 125.2k $9.4m | Reduced -53.5k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 123.6k $9.3m | Reduced -67.6k |
| HITE Hedge Asset Management LLC 0.51% of their portfolio | 123.2k $9.3m | New |
| Empowered Funds, LLC 0.05% of their portfolio | 120.7k $9.1m | New |
| FORA Capital, LLC 0.59% of their portfolio | 113.7k $8.5m | Added +77.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 112.4k $8.4m | Added +12.0k |
| NORGES BANK 0.00% of their portfolio | 109.9k $8.3m | Not comparable |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 109.1k $8.2m | Added +897 |
| Longaeva Partners L.P. 0.23% of their portfolio | 104.3k $7.8m | New |