KGSNYSENatural Gas TransmissionFiscal year ends December 31
Kodiak Gas Services, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$47.16−0.05 (-0.11%)
Close on Oct 19, 2026
- Market cap
- $4.57B
- P/E (TTM)
- 56.1
- Dividend yield
- 3.82%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
105M of 101M shares
Institutional holders
408
116 new, 31 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
3 buys · 19 sales
Net sold $673.54M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Invesco Ltd. | 8,058,162 | 8.00% | 13G (passive) amendment | Jun 30, 2026 |
| Spartan Energy Partners GP LLC | 5,546,953 | 6.20% | 13D (active) | Apr 1, 2024 |
| Abigail P. Johnson | 5,085,660 | 5.90% | 13G (passive) amendment | Feb 27, 2026 |
| Vanguard Capital Management | 4,342,925 | 5.05% | 13G (passive) | Mar 31, 2026 |
| Frontier TopCo GP, LLC | 19,762,573 | 22.80% | 13G (passive) amendment | Sep 8, 2025 |
| BlackRock, Inc. | 11,969,209 | 14.00% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KGS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,202,166 | 15.04% | $1.14B | +2,893,153 | 0.02% |
| Invesco Ltd. | 8,058,162 | 7.97% | $605.41M | −126,819 | 0.05% |
| Vanguard Capital Management LLC | 4,382,477 | 4.33% | $329.26M | +660,023 | 0.01% |
| Vanguard Portfolio Management LLC | 4,128,008 | 4.08% | $310.14M | +2,195,272 | 0.01% |
| State Street Corp | 4,126,523 | 4.08% | $310.02M | +693,686 | 0.01% |
| FMR LLC | 4,072,866 | 4.03% | $305.99M | −490,835 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 3,035,578 | 3.00% | $228.07K | +985,403 | 0.02% |
| American Century Companies Inc | 2,949,348 | 2.92% | $221.58M | +502,308 | 0.10% |
| Zimmer Partners, LP | 2,530,838 | 2.50% | $190.14M | +148,922 | 4.38% |
| Dimensional Fund Advisors LP | 2,524,261 | 2.50% | $189.64M | −581,294 | 0.03% |
| Geode Capital Management, LLC | 2,491,617 | 2.46% | $187.23M | +498,892 | 0.01% |
| Wellington Management Group Llp | 2,432,174 | 2.41% | $182.73M | +1,117,743 | 0.03% |
| Two Sigma Investments, LP | 2,103,821 | 2.08% | $158.06M | +306,833 | 0.11% |
| Goldman Sachs Group Inc | 1,745,546 | 1.73% | $131.14M | −368,747 | 0.01% |
| Bank Of America Corp /De/ | 1,462,131 | 1.45% | $109.85M | −75,687 | 0.01% |
| 140 Summer Partners LP | 1,302,130 | 1.29% | $97.83M | +6,208 | 6.99% |
| Morgan Stanley | 1,261,964 | 1.25% | $94.81M | +331,849 | 0.01% |
| Citadel Advisors LLC | 1,177,330 | 1.16% | $88.45M | −727,477 | 0.01% |
| Kayne Anderson Capital Advisors LP | 1,128,985 | 1.12% | $84.82M | +506,016 | 1.66% |
| Charles Schwab Investment Management Inc | 1,096,762 | 1.08% | $82.40M | +153,343 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 408 | 105M | 100.0% | 116 / 168 | 86 / 31 | 25M | 10M |
| Q1 2026 | 329 | 90M | 88.8% | 98 / 122 | 79 / 44 | 23M | 16M |
| Q4 2025 | 282 | 91M | 89.9% | 64 / 129 | 65 / 31 | 25M | 28M |
| Q3 2025 | 254 | 95M | 93.8% | 54 / 112 | 66 / 42 | 44M | 13M |
| Q2 2025 | 246 | 64M | 63.1% | 54 / 108 | 59 / 32 | 14M | 8M |
| Q1 2025 | 227 | 57M | 56.8% | 55 / 110 | 47 / 36 | 14M | 6M |
| Q4 2024 | 210 | 49M | 48.6% | 64 / 87 | 39 / 18 | 20M | 3M |
| Q3 2024 | 165 | 32M | 32.0% | 47 / 61 | 35 / 23 | 17M | 5M |
| Q2 2024 | 143 | 22M | 22.2% | 38 / 54 | 34 / 16 | 6M | 4M |
| Q1 2024 | 123 | 20M | 20.2% | 32 / 35 | 41 / 11 | 6M | 6M |
| Q4 2023 | 102 | 20M | 19.7% | 33 / 39 | 21 / 10 | 5M | 4M |
| Q3 2023 | 79 | 19M | 18.5% | 45 / 13 | 16 / 19 | 6M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KGS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,897,278 | 5.83% | $443.06M | 0.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,156,802 | 3.12% | $237.17M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,594,906 | 2.57% | $194.96M | 0.23% | Jun 30, 2026 |
| Invesco SteelPath MLP Income Fund | 2,363,222 | 2.34% | $157.98M | 3.55% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,277,836 | 2.25% | $152.27M | 0.56% | May 31, 2026 |
| Invesco SteelPath MLP Select 40 Fund | 1,986,938 | 1.97% | $132.83M | 5.69% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,139,385 | 1.13% | $85.60M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,122,341 | 1.11% | $84.32M | 0.09% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,104,734 | 1.09% | $64.86M | 0.19% | Jul 31, 2026 |
| Global X MLP and Energy Infrastructure ETF | 1,010,544 | 1.00% | $67.55M | 1.91% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 933,242 | 0.92% | $70.11M | 0.45% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 898,025 | 0.89% | $67.47M | 0.40% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 879,685 | 0.87% | $66.09M | 0.80% | Jun 30, 2026 |
| Nomura Small Cap Value Fund | 704,019 | 0.70% | $47.06M | 1.35% | May 29, 2026 |
| Kayne Anderson Energy Infrastructure Fund, Inc | 699,411 | 0.69% | $46.76M | 1.76% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert Michael McKee | President & CEO, Director | 308,770 | 0.31% | Sep 2, 2026 |
| Pedro R. Buhigas | Chief Information Officer | 32,413 | 0.03% | Sep 17, 2026 |
| Ewan William Hamilton | EVP & Chief Accounting Officer | 26,674 | 0.03% | Sep 15, 2026 |
| William Chad Lenamon | Executive Vice President & COO | 86,394 | 0.09% | Sep 11, 2026 |
| Steven Lee Green | EVP & Chief Commercial Officer | 19,850 | 0.02% | Sep 9, 2026 |
| Cory Anne Roclawski | EVP & CHRO | 24,662 | 0.02% | Jul 8, 2026 |
| John Griggs | Executive VP & CFO | 102,174 | 0.10% | Jul 7, 2026 |
| Jennifer LeGrand Howard | See Remarks | 20,763 | 0.02% | Mar 10, 2026 |
| Kelly Michelle Battle | Executive Vice President, CLO | 48,159 | 0.05% | Jul 7, 2025 |
| William L. Bullock Jr. | Director | 4,811 | 0.00% | May 11, 2026 |
| Christopher Drumgoole | Director | 22,541 | 0.02% | May 11, 2026 |
| Gretchen Lynn Holloway | Director | 21,541 | 0.02% | May 11, 2026 |
| Margaret C. Montana | Director | 28,651 | 0.03% | May 11, 2026 |
| Alexander Newsom Darden | Director | 7,135 | 0.01% | May 11, 2026 |
| Randall J. Hogan | Director | 30,541 | 0.03% | May 11, 2026 |
| Jon-Al Duplantier | Director | 22,541 | 0.02% | May 11, 2026 |
| Terry Bonno | Director | 34,541 | 0.03% | May 11, 2026 |
| Frontier Topco GP, LLC | 10% owner | 29,762,573 | 29.44% | Dec 3, 2025 |
| Fund Management S.a r.l. EQT | 10% owner | 0 | – | Dec 3, 2025 |
| Frontier TopCo Partnership, L.P. | 10% owner | 44,000,000 | 43.52% | Dec 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Pedro R. Buhigas Chief Information Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −3,663 | $58.14 | $212.97K | 32,413 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −2,729 | $61.85 | $168.79K | 26,674 |
| William Chad Lenamon Executive Vice President & COO | Sep 11, 2026 | Sale(10b5-1 plan) | −1,000 | $63.21 | $63.21K | 85,294 |
| Steven Lee Green EVP & Chief Commercial Officer | Sep 8, 2026 | Tax withholding | −1,857 | $64.14 | $119.11K | 19,850 |
| Robert Michael McKee President & CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −5,999 | $59.31 | $355.80K | 292,590 |
| Robert Michael McKee President & CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −6,008 | $62.39 | $374.84K | 298,589 |
| William Chad Lenamon Executive Vice President & COO | Aug 11, 2026 | Sale(10b5-1 plan) | −1,000 | $61.93 | $61.93K | 86,294 |
| William Chad Lenamon Executive Vice President & COO | Jul 13, 2026 | Sale(10b5-1 plan) | −1,000 | $67.79 | $67.79K | 87,294 |
| Cory Anne Roclawski EVP & CHRO | Jul 8, 2026 | Sale(10b5-1 plan) | −4,169 | $68.36 | $284.99K | 24,662 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Jul 6, 2026 | Tax withholding | −2,214 | $66.23 | $146.63K | 29,403 |
| John Griggs Executive VP & CFO | Jul 6, 2026 | Tax withholding | −3,771 | $66.23 | $249.75K | 102,174 |
| Cory Anne Roclawski EVP & CHRO | Jul 6, 2026 | Tax withholding | −2,706 | $66.23 | $179.22K | 28,831 |
| William Chad Lenamon Executive Vice President & COO | Jul 6, 2026 | Tax withholding | −2,624 | $66.23 | $173.79K | 88,294 |
| Pedro R. Buhigas Chief Information Officer | Jul 6, 2026 | Tax withholding | −2,378 | $66.23 | $157.49K | 36,076 |
| Robert Michael McKee President & CEO, Director | Jul 3, 2026 | Tax withholding | −9,838 | $66.23 | $651.57K | 304,597 |
| Pedro R. Buhigas Chief Information Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −4,625 | $67.78 | $313.48K | 38,454 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −2,729 | $68.62 | $187.26K | 31,617 |
| William Chad Lenamon Executive Vice President & COO | Jun 11, 2026 | Sale(10b5-1 plan) | −1,000 | $67.79 | $67.79K | 90,918 |
| Christopher Drumgoole Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 22,541 |
| Jon-Al Duplantier Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 22,541 |
| Randall J. Hogan Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 30,541 |
| Margaret C. Montana Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 28,651 |
| William L. Bullock Jr. Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 4,811 |
| Gretchen Lynn Holloway Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 21,541 |
| Terry Bonno Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 34,541 |
| Alexander Newsom Darden Director | May 7, 2026 | Award | +2,135 | $70.27 | $150.03K | 7,135 |
| Pedro R. Buhigas Chief Information Officer | Mar 19, 2026 | Sale(10b5-1 plan) | −13,942 | $55.73 | $776.99K | 42,723 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Mar 17, 2026 | Sale | −5,797 | $56.18 | $325.68K | 34,346 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Mar 16, 2026 | Sale | −2,091 | $55.25 | $115.53K | 40,143 |
| Cory Anne Roclawski EVP & CHRO | Mar 16, 2026 | Sale | −10,852 | $54.41 | $590.46K | 31,405 |
| Alexander Newsom Darden Director | Mar 13, 2026 | Buy | +5,000 | $54.75 | $273.75K | 5,000 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Mar 13, 2026 | Sale | −4,830 | $54.75 | $264.44K | 42,234 |
| Randall J. Hogan Director | Mar 13, 2026 | Buy | +6,000 | $54.81 | $328.86K | 28,406 |
| Cory Anne Roclawski EVP & CHRO | Mar 12, 2026 | Sale | −21,161 | $56.52 | $1.20M | 42,257 |
| Jennifer LeGrand Howard See Remarks | Mar 8, 2026 | Award | +7,157 | $55.89 | $400.00K | 20,763 |
| Steven Lee Green EVP & Chief Commercial Officer | Mar 8, 2026 | Award | +7,157 | $55.89 | $400.00K | 21,314 |
| Cory Anne Roclawski EVP & CHRO | Mar 8, 2026 | Award | +7,157 | $55.89 | $400.00K | 77,149 |
| Cory Anne Roclawski EVP & CHRO | Mar 8, 2026 | Tax withholding | −13,731 | $55.89 | $767.43K | 63,418 |
| Cory Anne Roclawski EVP & CHRO | Mar 8, 2026 | Award | +27,000 | $55.89 | $1.51M | 69,992 |
| John Griggs Executive VP & CFO | Mar 8, 2026 | Award | +54,000 | $55.89 | $3.02M | 132,114 |
| John Griggs Executive VP & CFO | Mar 8, 2026 | Tax withholding | −26,169 | $55.89 | $1.46M | 105,945 |
| John Griggs Executive VP & CFO | Mar 8, 2026 | Award | +10,736 | $55.89 | $600.04K | 78,114 |
| William Chad Lenamon Executive Vice President & COO | Mar 8, 2026 | Award | +48,000 | $55.89 | $2.68M | 114,393 |
| William Chad Lenamon Executive Vice President & COO | Mar 8, 2026 | Tax withholding | −22,475 | $55.89 | $1.26M | 91,918 |
| William Chad Lenamon Executive Vice President & COO | Mar 8, 2026 | Award | +10,736 | $55.89 | $600.04K | 66,393 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Mar 8, 2026 | Award | +18,000 | $55.89 | $1.01M | 56,507 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Mar 8, 2026 | Tax withholding | −9,443 | $55.89 | $527.77K | 47,064 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Mar 8, 2026 | Award | +4,652 | $55.89 | $260.00K | 38,507 |
| Pedro R. Buhigas Chief Information Officer | Mar 8, 2026 | Award | +21,000 | $55.89 | $1.17M | 67,931 |
| Pedro R. Buhigas Chief Information Officer | Mar 8, 2026 | Tax withholding | −11,266 | $55.89 | $629.66K | 56,665 |
| Pedro R. Buhigas Chief Information Officer | Mar 8, 2026 | Award | +7,157 | $55.89 | $400.00K | 46,931 |
| Robert Michael McKee President & CEO, Director | Mar 8, 2026 | Award | +180,000 | $55.89 | $10.06M | 399,835 |
| Robert Michael McKee President & CEO, Director | Mar 8, 2026 | Tax withholding | −86,110 | $55.89 | $4.81M | 313,725 |
| Robert Michael McKee President & CEO, Director | Mar 8, 2026 | Award | +32,207 | $55.89 | $1.80M | 219,835 |
| Robert Michael McKee President & CEO, Director | Feb 20, 2026 | Buy | +433.48 | $50.23 | $21.77K | 187,628 |
| Ewan William Hamilton EVP & Chief Accounting Officer | Jan 5, 2026 | Tax withholding | −974 | $36.54 | $35.59K | 33,855 |
| Cory Anne Roclawski EVP & CHRO | Jan 5, 2026 | Tax withholding | −974 | $36.54 | $35.59K | 42,992 |
| Pedro R. Buhigas Chief Information Officer | Jan 5, 2026 | Tax withholding | −974 | $36.54 | $35.59K | 87,219 |
| John Griggs Executive VP & CFO | Jan 5, 2026 | Tax withholding | −1,217 | $36.54 | $44.47K | 67,378 |
| William Chad Lenamon Executive Vice President & COO | Jan 5, 2026 | Tax withholding | −647 | $36.54 | $23.64K | 55,657 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| William Chad Lenamon Officer | Oct 13, 2026 | 1,000 | $53.25K | Oct 12, 2026 | Restricted Stock Vesting |
| Michael McKee Robert Chief Executive Officer | Oct 5, 2026 | 2,666 | $142.79K | Oct 5, 2026 | Acquired as compensation -- Restricted Stock Units |
| Pedro R. Buhigas Officer | Sep 16, 2026 | 3,663 | $212.97K | Sep 16, 2026 | Restricted Stock Vesting |
| Ewan William Hamilton Officer | Sep 14, 2026 | 2,729 | $168.79K | Sep 14, 2026 | Restricted Stock Vesting |
| William Chad Lenamon Officer | Sep 11, 2026 | 1,000 | $63.21K | Sep 11, 2026 | Restricted Stock Vesting |
| Michael McKee Robert Chief Executive Officer | Sep 1, 2026 | 5,999 | $357.24K | Sep 1, 2026 | Acquired as compensation -- Restricted Stock Units |
| Michael McKee Robert Chief Executive Officer | Aug 19, 2026 | 6,008 | $360.66K | Aug 19, 2026 | Acquired as compensation -- Restricted Stock Units |
| William Chad Lenamon Officer | Aug 11, 2026 | 1,000 | $61.93K | Aug 11, 2026 | Restricted Stock Vesting |
| William Chad Lenamon Officer | Jul 13, 2026 | 1,000 | $67.79K | Jul 13, 2026 | Restricted Stock Vesting |
| Cory Anne Roclawski Officer | Jul 8, 2026 | 4,169 | $284.99K | Jul 8, 2026 | Restricted Stock Vesting |
| Pedro R. Buhigas Officer | Jun 17, 2026 | 4,625 | $313.48K | Jun 17, 2026 | Restricted Stock Vesting |
| Ewan William Hamilton Officer | Jun 16, 2026 | 2,729 | $187.26K | Jun 16, 2026 | Restricted Stock Vesting |
| William Chad Lenamon Officer | Jun 11, 2026 | 1,000 | $67.79K | Jun 11, 2026 | Restricted Stock Vesting |
| Pedro R. Buhigas Officer | Mar 19, 2026 | 13,942 | $776.99K | Mar 19, 2026 | Restricted Stock Vesting |
| Ewan William Hamilton Officer | Mar 17, 2026 | 1,542 | $86.35K | Mar 17, 2026 | Restricted Stock Vesting |