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

Institutions by Trading Activity

Ownership Statistics

61,176,471Shares Outstanding

13,237,056Shares held by institutions

$1,217,412,040Value of institutional holdings

63.63%Institutional ownership %

9.06%Shares Changed QoQ

106No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) includes 623 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Kratos Defense & Security Solutions moved to 84.3% in December 2025, a shift down from the 88.3% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 1.51%, with a year-over-year an increase of 82.16% in the count of filers.
Among the 623 institutional holders of Kratos Defense & Security Solutions, 327 added to their stakes while 223 trimmed their positions and 73 held steady.
Collectively, institutional investors increased their stake in Kratos Defense & Security Solutions to 146.61Mn shares as of December 2025, a change that is up by 2.18Mn shares quarter on quarter and up 14.77Mn shares year over year.
BlackRock, Inc.'s holding of 28.34Mn shares as of December 31, 2025 makes it the primary institutional investor in Kratos Defense & Security Solutions, owning 16.29% of the stock.
Among the most significant buyers of Kratos Defense & Security Solutions during December 2025 were BlackRock, Inc. (4.17Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.58Mn), NORGES BANK (1.38Mn), AMERIPRISE FINANCIAL INC (583.02K), GOLDMAN SACHS GROUP INC (556.04K).
Leading sellers of Kratos Defense & Security Solutions stock in December 2025 included FULLER & THALER ASSET MANAGEMENT, INC. (2.34Mn), T. Rowe Price Investment Management, Inc. (1.04Mn), BAMCO INC /NY/ (723.12K), FMR LLC (645.63K), DRIEHAUS CAPITAL MANAGEMENT LLC (541.60K).
The top 10 institutional holders of Kratos Defense & Security Solutions for the quarter ending December 2025 included BlackRock, Inc. (28.34Mn), VANGUARD GROUP INC (16.49Mn), STATE STREET CORP (8.19Mn), GEODE CAPITAL MANAGEMENT, LLC (4.45Mn), FRANKLIN RESOURCES INC (4.00Mn), ARK Investment Management LLC (3.45Mn), MORGAN STANLEY (3.31Mn), ALLIANCEBERNSTEIN L.P. (2.87Mn), FIRST TRUST ADVISORS LP (2.85Mn), DIMENSIONAL FUND ADVISORS LP (2.83Mn).

623 Institutional Holders

13,237,056 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	28,337,937	4,165,915	17.23%	$2,151,132,779.00
VANGUARD GROUP INC	31 Dec, 2025	16,487,162	-94,365	-0.57%	$1,251,540,468.00
STATE STREET CORP	31 Dec, 2025	8,190,767	-343,507	-4.03%	$621,761,123.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,446,230	148,622	3.46%	$337,564,741.00
FRANKLIN RESOURCES INC	31 Dec, 2025	3,997,619	-289,807	-6.76%	$303,459,268.00
ARK Investment Management LLC	31 Dec, 2025	3,454,123	-150,205	-4.17%	$262,202,448.00
MORGAN STANLEY	31 Dec, 2025	3,311,095	124,607	3.91%	$251,345,348.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	2,867,500	159,724	5.90%	$217,671,925.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	2,852,009	-216,854	-7.07%	$216,496,003.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,826,465	-62,404	-2.16%	$214,554,841.00
Hood River Capital Management LLC	31 Dec, 2025	2,745,472	52,319	1.94%	$208,408,780.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	2,632,388	-182,686	-6.49%	$199,825.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	2,581,969	2,581,969	0.00%	$195,997,000.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	2,075,467	583,019	39.06%	$157,548,828.00
NORTHERN TRUST CORP	31 Dec, 2025	1,961,131	-111,569	-5.38%	$148,869,454.00
Rovida Investment Management Ltd	31 Dec, 2025	1,773,655	0	0.00%	$134,584,941.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	1,681,675	141,835	9.21%	$127,655,949.00
AMERICAN CAPITAL MANAGEMENT INC	31 Dec, 2025	1,634,493	-375,508	-18.68%	$124,074,364.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,497,729	-25,373	-1.67%	$113,692,621.00
Clearbridge Investments, LLC	31 Dec, 2025	1,458,084	476,049	48.48%	$110,683,145.00

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