KOSNYSECrude Petroleum & Natural GasFiscal year ends December 31
Kosmos Energy Ltd.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$2.79+0.01 (+0.36%)
Close on Oct 19, 2026
- Market cap
- $1.69B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.4%
431M of 595M shares
Institutional holders
267
51 new, 41 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
4 buys · 15 sales
Net bought $5.93M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 47,915,849 | 8.10% | 13G (passive) amendment | Jun 30, 2026 |
| Vaughan Nelson Investment Management, Inc. | 25,112,534 | 5.32% | 13G (passive) amendment | Dec 31, 2024 |
| cobas asset management, sgiic, s.a. | 24,779,551 | 5.20% | 13G (passive) | Apr 10, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KOS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 56,023,521 | 9.41% | $118.21M | +8,560,427 | 0.00% |
| State Street Corp | 29,453,016 | 4.95% | $62.15M | +1,205,219 | 0.00% |
| Two Sigma Investments, LP | 25,398,092 | 4.27% | $53.59M | +6,717,764 | 0.04% |
| D. E. Shaw & Co., Inc. | 24,538,308 | 4.12% | $51.78M | +4,152,563 | 0.02% |
| Equinox Partners Investment Management LLC | 20,678,033 | 3.47% | $43.63M | – | 20.54% |
| Hotchkis & Wiley Capital Management LLC | 18,844,781 | 3.16% | $39.76M | −1,206,820 | 0.12% |
| Geode Capital Management, LLC | 17,066,608 | 2.87% | $36.02M | +4,352,553 | 0.00% |
| Charles Schwab Investment Management Inc | 13,769,666 | 2.31% | $29.05M | −365,782 | 0.00% |
| Vanguard Portfolio Management LLC | 12,000,418 | 2.02% | $25.32M | +3,381,315 | 0.00% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,850,124 | 1.99% | $25.00M | −6,457,594 | 0.06% |
| Invesco Ltd. | 10,949,038 | 1.84% | $23.10M | −201,201 | 0.00% |
| Dimensional Fund Advisors LP | 9,582,883 | 1.61% | $20.22M | +2,499,808 | 0.00% |
| Goldman Sachs Group Inc | 8,531,947 | 1.43% | $18.00M | −729,749 | 0.00% |
| American Century Companies Inc | 8,036,479 | 1.35% | $16.96M | +7,938,277 | 0.01% |
| Davidson Kempner Capital Management LP | 8,000,323 | 1.34% | $16.88M | −419,663 | 0.20% |
| Millennium Management LLC | 7,429,695 | 1.25% | $15.68M | −5,203,209 | 0.01% |
| M&g PLC | 7,409,687 | 1.24% | $14.82M | +377,815 | 0.07% |
| Morgan Stanley | 7,360,428 | 1.24% | $15.53M | +1,523,351 | 0.00% |
| Nuveen, LLC | 7,330,487 | 1.23% | $15.47M | +4,015,843 | 0.00% |
| Renaissance Technologies LLC | 7,008,668 | 1.18% | $14.79M | +1,669,030 | 0.02% |
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 | 267 | 431M | 72.4% | 51 / 119 | 63 / 41 | 76M | 79M |
| Q1 2026 | 262 | 434M | 72.9% | 87 / 87 | 59 / 31 | 152M | 45M |
| Q4 2025 | 210 | 342M | 57.4% | 31 / 57 | 89 / 50 | 40M | 96M |
| Q3 2025 | 235 | 398M | 66.8% | 31 / 79 | 78 / 21 | 31M | 47M |
| Q2 2025 | 226 | 414M | 69.6% | 31 / 85 | 71 / 54 | 45M | 66M |
| Q1 2025 | 252 | 436M | 73.2% | 40 / 101 | 71 / 54 | 70M | 64M |
| Q4 2024 | 270 | 435M | 73.1% | 51 / 108 | 68 / 47 | 75M | 84M |
| Q3 2024 | 270 | 446M | 74.9% | 49 / 103 | 76 / 45 | 85M | 39M |
| Q2 2024 | 267 | 447M | 75.1% | 58 / 103 | 67 / 29 | 44M | 57M |
| Q1 2024 | 244 | 461M | 77.4% | 48 / 83 | 72 / 42 | 70M | 49M |
| Q4 2023 | 245 | 443M | 74.3% | 49 / 87 | 76 / 29 | 43M | 32M |
| Q3 2023 | 226 | 432M | 72.5% | 35 / 88 | 69 / 46 | 46M | 35M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KOS | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 15,764,350 | 2.65% | $33.26M | 1.14% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 15,421,170 | 2.59% | $32.54M | 0.04% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 8,853,928 | 1.49% | $23.82M | 0.21% | Jul 31, 2026 |
| GMO Resources Fund | 8,604,569 | 1.44% | $24.09M | 1.85% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 6,814,640 | 1.14% | $14.38M | 0.01% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 6,751,348 | 1.13% | $18.90M | 0.21% | May 31, 2026 |
| Hotchkis and Wiley Mid-Cap Value Fund | 6,545,120 | 1.10% | $13.81M | 3.53% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 6,497,539 | 1.09% | $17.48M | 0.05% | Jul 31, 2026 |
| Vanguard Energy Index Fund | 5,739,070 | 0.96% | $16.07M | 0.14% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 5,238,382 | 0.88% | $11.05M | 0.08% | Jun 30, 2026 |
| First Trust Natural Gas ETF | 3,999,735 | 0.67% | $8.44M | 1.43% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 3,145,440 | 0.53% | $6.64M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,985,367 | 0.50% | $8.36M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 2,774,492 | 0.47% | $7.77M | 0.03% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 2,437,449 | 0.41% | $6.82M | 0.04% | 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 |
|---|---|---|---|---|
| Andrew G. Inglis | Chairman and CEO, Director | 4,678,043 | 0.79% | Jul 6, 2026 |
| Ronald W. Glass | VP & Chief Accounting Officer | 358,700 | 0.06% | Jul 6, 2026 |
| Josh R. Marion | SVP and General Counsel | 233,404 | 0.04% | Jul 6, 2026 |
| Nealesh D. Shah | SVP and CFO | 1,935,410 | 0.33% | Jul 6, 2026 |
| Christopher James Ball | SVP, Chief Commercial Officer | 1,639,925 | 0.28% | Feb 6, 2025 |
| Roy A. Franklin | Director | 150,722 | 0.03% | May 29, 2026 |
| J. Michael Stice | Director | 269,664 | 0.05% | May 29, 2026 |
| John Douglas Kelso Grant | Director | 144,355 | 0.02% | May 29, 2026 |
| Adebayo O. Ogunlesi | Director | 5,036,228 | 0.85% | May 29, 2026 |
| Deanna L. Goodwin | Director | 288,363 | 0.05% | May 29, 2026 |
| Steven Sterin | Director | 393,339 | 0.07% | May 29, 2026 |
| Hanssen Maria Moraeus | Director | 223,694 | 0.04% | May 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Nealesh D. Shah SVP and CFO | Jul 2, 2026 | Sale(10b5-1 plan) | −45,980 | $2.05 | $94.26K | 1,935,410 |
| Josh R. Marion SVP and General Counsel | Jul 2, 2026 | Sale(10b5-1 plan) | −24,969 | $2.05 | $51.19K | 233,404 |
| Ronald W. Glass VP & Chief Accounting Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −12,128 | $2.05 | $24.86K | 358,700 |
| Andrew G. Inglis Chairman and CEO, Director | Jul 2, 2026 | Sale(10b5-1 plan) | −85,935 | $2.05 | $176.17K | 4,678,043 |
| Nealesh D. Shah SVP and CFO | Jul 1, 2026 | Award | +118,329 | – | – | 1,981,390 |
| Josh R. Marion SVP and General Counsel | Jul 1, 2026 | Award | +64,248 | – | – | 258,373 |
| Ronald W. Glass VP & Chief Accounting Officer | Jul 1, 2026 | Award | +31,196 | – | – | 370,828 |
| Andrew G. Inglis Chairman and CEO, Director | Jul 1, 2026 | Award | +221,171 | – | – | 4,763,978 |
| Adebayo O. Ogunlesi Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 5,036,228 |
| John Douglas Kelso Grant Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 144,355 |
| Hanssen Maria Moraeus Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 223,694 |
| Deanna L. Goodwin Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 288,363 |
| Steven Sterin Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 393,339 |
| J. Michael Stice Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 269,664 |
| Roy A. Franklin Director | May 28, 2026 | Sale | −43,466 | $2.73 | $118.66K | 150,722 |
| Roy A. Franklin Director | May 28, 2026 | Award | +62,044 | $2.74 | $170.00K | 212,766 |
| John Douglas Kelso Grant Director | May 27, 2026 | Sale | −43,466 | $2.73 | $118.66K | 82,311 |
| John Douglas Kelso Grant Director | May 27, 2026 | Tax withholding | −735 | $2.85 | $2.09K | 125,777 |
| Steven Sterin Director | May 27, 2026 | Sale | −38,636 | $2.73 | $105.48K | 331,295 |
| Roy A. Franklin Director | May 27, 2026 | Tax withholding | −976 | $2.85 | $2.78K | 194,188 |
| J. Michael Stice Director | Mar 10, 2026 | Buy | +52,631 | $1.90 | $100.00K | 207,620 |
| Adebayo O. Ogunlesi Director | Mar 10, 2026 | Buy | +3,157,895 | $1.90 | $6.00M | 4,974,184 |
| Nealesh D. Shah SVP and CFO | Mar 10, 2026 | Buy | +157,894 | $1.90 | $300.00K | 1,863,061 |
| Andrew G. Inglis Chairman and CEO, Director | Mar 10, 2026 | Buy | +315,790 | $1.90 | $600.00K | 4,542,807 |
| Ronald W. Glass VP & Chief Accounting Officer | Feb 4, 2026 | Sale(10b5-1 plan) | −3,313 | $1.42 | $4.70K | 339,632 |
| Nealesh D. Shah SVP and CFO | Feb 4, 2026 | Sale(10b5-1 plan) | −24,690 | $1.42 | $35.06K | 1,705,167 |
| Andrew G. Inglis Chairman and CEO, Director | Feb 4, 2026 | Sale(10b5-1 plan) | −44,628 | $1.42 | $63.37K | 4,227,017 |
| Josh R. Marion SVP and General Counsel | Feb 4, 2026 | Sale(10b5-1 plan) | −3,284 | $1.42 | $4.66K | 194,125 |
| Ronald W. Glass VP & Chief Accounting Officer | Feb 3, 2026 | Sale(10b5-1 plan) | −19,285 | $1.37 | $26.42K | 342,945 |
| Ronald W. Glass VP & Chief Accounting Officer | Feb 3, 2026 | Award | +7,732 | – | – | 362,230 |
| Nealesh D. Shah SVP and CFO | Feb 3, 2026 | Sale(10b5-1 plan) | −54,434 | $1.37 | $74.57K | 1,729,857 |
| Nealesh D. Shah SVP and CFO | Feb 3, 2026 | Award | +65,567 | – | – | 1,784,291 |
| Andrew G. Inglis Chairman and CEO, Director | Feb 3, 2026 | Sale(10b5-1 plan) | −103,554 | $1.37 | $141.87K | 4,271,645 |
| Andrew G. Inglis Chairman and CEO, Director | Feb 3, 2026 | Award | +118,539 | – | – | 4,375,199 |
| Josh R. Marion SVP and General Counsel | Feb 3, 2026 | Sale(10b5-1 plan) | −19,656 | $1.37 | $26.93K | 197,409 |
| Josh R. Marion SVP and General Counsel | Feb 3, 2026 | Award | +7,661 | – | – | 217,065 |
| Josh R. Marion SVP and General Counsel | Jan 31, 2026 | Award | +58,080 | – | – | 209,404 |
| Ronald W. Glass VP & Chief Accounting Officer | Jan 31, 2026 | Award | +55,000 | – | – | 354,498 |
| Nealesh D. Shah SVP and CFO | Jan 31, 2026 | Award | +163,350 | – | – | 1,718,724 |
| Andrew G. Inglis Chairman and CEO, Director | Jan 31, 2026 | Award | +297,660 | – | – | 4,256,660 |
| John Douglas Kelso Grant Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 126,512 |
| John Douglas Kelso Grant Director | Jun 5, 2025 | Sale(10b5-1 plan) | −27,923 | $1.81 | $50.54K | 29,921 |
| Hanssen Maria Moraeus Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 161,650 |
| J. Michael Stice Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 154,989 |
| Roy A. Franklin Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 195,164 |
| Steven Sterin Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 369,931 |
| Adebayo O. Ogunlesi Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 1,816,289 |
| Deanna L. Goodwin Director | Jun 5, 2025 | Award | +96,591 | $1.76 | $170.00K | 226,319 |
| John Douglas Kelso Grant Director | Jun 4, 2025 | Tax withholding | −275 | $1.81 | $498 | 57,844 |
| Roy A. Franklin Director | Jun 4, 2025 | Tax withholding | −299 | $1.81 | $541 | 98,573 |
| Josh R. Marion SVP and General Counsel | Feb 5, 2025 | Sale(10b5-1 plan) | −10,354 | $3.12 | $32.30K | 151,324 |
| Nealesh D. Shah SVP and CFO | Feb 5, 2025 | Sale(10b5-1 plan) | −78,015 | $3.12 | $243.41K | 1,555,374 |
| Christopher James Ball SVP, Chief Commercial Officer | Feb 5, 2025 | Sale(10b5-1 plan) | −84,898 | $3.12 | $264.88K | 1,639,925 |
| Andrew G. Inglis Chairman and CEO, Director | Feb 5, 2025 | Sale(10b5-1 plan) | −138,689 | $3.12 | $432.71K | 3,959,000 |
| Ronald W. Glass VP & Chief Accounting Officer | Feb 5, 2025 | Sale(10b5-1 plan) | −10,354 | $3.12 | $32.30K | 299,498 |
| Josh R. Marion SVP and General Counsel | Feb 4, 2025 | Sale(10b5-1 plan) | −10,379 | $3.11 | $32.28K | 161,678 |
| Nealesh D. Shah SVP and CFO | Feb 4, 2025 | Sale(10b5-1 plan) | −78,191 | $3.11 | $243.17K | 1,633,389 |
| Christopher James Ball SVP, Chief Commercial Officer | Feb 4, 2025 | Sale(10b5-1 plan) | −138,584 | $3.11 | $431.00K | 1,724,823 |
| Andrew G. Inglis Chairman and CEO, Director | Feb 4, 2025 | Sale(10b5-1 plan) | −139,002 | $3.11 | $432.30K | 4,097,689 |
| Ronald W. Glass VP & Chief Accounting Officer | Feb 4, 2025 | Sale(10b5-1 plan) | −10,379 | $3.11 | $32.28K | 309,852 |
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 |
|---|---|---|---|---|---|
| Andrew G. Inglis Officer, Director | Jul 2, 2026 | 85,935 | $176.69K | Jul 2, 2026 | Restricted Stock Vesting |
| Nealesh D. Shah Officer | Jul 2, 2026 | 45,980 | $94.54K | Jul 2, 2026 | Restricted Stock Vesting |
| Josh R. Marion Officer | Jul 2, 2026 | 24,969 | $51.34K | Jul 2, 2026 | Restricted Stock Vesting |
| Ronald W. Glass Officer | Jul 2, 2026 | 12,128 | $24.94K | Jul 2, 2026 | Restricted Stock Vesting |
| Roy A. Franklin Officer, Director | May 28, 2026 | 43,466 | $118.66K | May 28, 2026 | Restricted Stock Vesting |
| John Douglas Kelso Grant Director | May 27, 2026 | 43,466 | $118.62K | May 27, 2026 | Restricted Stock Vesting |
| Steven Sterin Director | May 27, 2026 | 38,636 | $105.48K | May 27, 2026 | Restricted Stock Vesting |
| Josh R. Marion Officer | Feb 4, 2026 | 3,284 | $4.67K | Feb 4, 2026 | Restricted Stock Vesting |
| Ronald W. Glass Officer | Feb 4, 2026 | 3,313 | $4.71K | Feb 4, 2026 | Restricted Stock Vesting |
| Andrew G. Inglis Officer, Director | Feb 4, 2026 | 44,628 | $63.45K | Feb 4, 2026 | Restricted Stock Vesting |
| Nealesh D. Shah Officer | Feb 4, 2026 | 24,690 | $35.10K | Feb 4, 2026 | Restricted Stock Vesting |
| Nealesh D. Shah Officer | Feb 3, 2026 | 54,434 | $74.94K | Feb 3, 2026 | Restricted Stock Vesting |
| Andrew G. Inglis Officer, Director | Feb 3, 2026 | 103,554 | $142.56K | Feb 3, 2026 | Restricted Stock Vesting |
| Ronald W. Glass Officer | Feb 3, 2026 | 19,285 | $26.55K | Feb 3, 2026 | Restricted Stock Vesting |
| Josh R. Marion Officer | Feb 3, 2026 | 19,656 | $27.06K | Feb 3, 2026 | Restricted Stock Vesting |