Kratos Defense & Security Solutions, Inc. (KTOS) Institutional Ownership

Ownership Summary

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) appears in 641 institutional 13F filings for the quarter ending December 2025.

• Their combined ownership stood at 88.1% of outstanding shares in December 2025, down from 89.3% in September 2025.
• They increased total shares held in Kratos Defense & Security Solutions by 1.65% from the prior quarter, while the number of investors in KTOS increased 87.43% year over year.
• Of these 641 holders, 335 added to their stakes in Kratos Defense & Security Solutions, 231 trimmed positions, and 75 made no changes.
• Institutional investors collectively held 152.31Mn shares in Kratos Defense & Security Solutions as of December 2025, up by 2.47Mn shares quarter on quarter, and up 15.18Mn shares year over year.
• BlackRock, Inc. holds the largest position in KTOS at 31.66Mn shares as of December 31, 2025, or 18.31% of shares outstanding.
• The biggest buyers of Kratos Defense & Security Solutions for the quarter ending December 2025 included VANGUARD PORTFOLIO MANAGEMENT LLC (8.65Mn), VANGUARD CAPITAL MANAGEMENT LLC (8.27Mn), BlackRock, Inc. (3.33Mn), Jericho Capital Asset Management L.P. (2.65Mn), Invesco Ltd. (2.44Mn).
• The largest sales of KTOS for the quarter ending December 2025 came from Corient Private Wealth LLC (1.56Mn), Goldman Sachs Group Inc (1.34Mn), Ameriprise Financial Inc (834.32K), Morgan Stanley (798.49K), AMERICAN CAPITAL MANAGEMENT INC (562.58K).
• Kratos Defense & Security Solutions's 10 largest shareholders as of December 2025 include BlackRock, Inc. (31.66Mn), State Street Corp (8.91Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (8.65Mn), VANGUARD CAPITAL MANAGEMENT LLC (8.27Mn), GEODE CAPITAL MANAGEMENT, LLC (5.26Mn), Invesco Ltd. (5.14Mn), Franklin Resources Inc (3.98Mn), ARK Investment Management LLC (3.49Mn), VAN ECK ASSOCIATES CORP (3.09Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.78Mn) per Business Quant data.