KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS) — Institutional Holders, Q2 2026 (page 2)

635 institutional investment managers reported a KTOS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

KTOS 13F holders ranked 101–200 of 635

Institutional investors reporting a position in KRATOS DEFENSE & SECURITY SOLUTIONS, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Clear Street Group#101 · 156,173 sh$7.8M-1.7%
ESSEX INVESTMENT MANAGEMENT#102 · 153,576 sh$7.7M-3.3%
SG Americas Securities#103 · 149,770 sh$7.5M+62.2%
APPLETON PARTNERS#104 · 149,089 sh$7.4M+3.3%
Zweig-DiMenna Associates#105 · 143,026 sh$7.1M-7.7%
TimesSquare Capital Management#106 · 142,987 sh$7.1M-55.1%
Creative Planning#107 · 142,186 sh$7.1M-4.1%
WELLS FARGO & COMPANY#108 · 141,940 sh$7.1M-28.1%
BNP PARIBAS FINANCIAL MARKETS#109 · 141,501 sh$7.1M+47.2%
Sequoia Financial Advisors#110 · 140,856 sh$7.0M+29.8%
Qube Research & Technologies Ltd#111 · 136,041 sh$6.8MNew
Jupiter Topco#112 · 134,306 sh$6.7M—
Advisors Capital Management#113 · 129,648 sh$6.5M+10.1%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#114 · 129,191 sh$6.4M+226.1%
Catalyst Funds Management Pty Ltd#115 · 129,101 sh$6.4M+1129.8%
OSAIC#116 · 125,216 sh$6.2M+9.6%
SILVERCREST ASSET MANAGEMENT GROUP#117 · 121,831 sh$6.1M+27.2%
Canal Insurance#118 · 120,000 sh$6.0M+9.1%
Steward Partners Investment Advisory#119 · 119,784 sh$6.0M+16.6%
IMC-Chicago#120 · 118,768 sh$5.9M+511.3%
STATE OF WISCONSIN INVESTMENT BOARD#121 · 116,607 sh$5.8M-3.7%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM#122 · 114,300 sh$5.7M-5.8%
Lumbard & Kellner#123 · 107,007 sh$5.3M+1.6%
Longaeva Partners L.P.#124 · 104,177 sh$5.2MNew
Harvest Investment Services#125 · 104,143 sh$5.2M-12.9%
MANUFACTURERS LIFE INSURANCE COMPANY, THE#126 · 101,990 sh$5.1M-30.0%
Baird Financial Group#127 · 101,666 sh$5.1M-31.5%
USS Investment Management Ltd#128 · 100,889 sh$5.0MNew
Brevan Howard Capital Management#129 · 100,713 sh$5.0MNew
LOS ANGELES CAPITAL MANAGEMENT#130 · 97,795 sh$4.9M+321.4%
Zurcher Kantonalbank (Zurich Cantonalbank)#131 · 93,353 sh$4.7M+35.0%
Trexquant Investment#132 · 92,560 sh$4.6MNew
Waverly Advisors#133 · 92,087 sh$4.6M-28.2%
Walleye Trading#134 · 91,661 sh$4.6M+149.4%
MetLife Investment Management#135 · 90,737 sh$4.5M-51.2%
MARSHALL WACE, LLP#136 · 89,874 sh$4.5MNew
KORNITZER CAPITAL MANAGEMENT#137 · 88,449 sh$4.4M+829.5%
Register Financial Advisors#138 · 87,364 sh$4.4M+28.6%
VICTORY CAPITAL MANAGEMENT#139 · 83,657 sh$4.2M-18.1%
Police & Firemen's Retirement System of New Jersey#140 · 83,498 sh$4.2M+69.3%
AMALGAMATED BANK#141 · 83,217 sh$4.1M+5.0%
Advisors Asset Management#142 · 80,838 sh$4.0M+9.4%
Rathbones Group PLC#143 · 80,239 sh$4.0M+2239.3%
Future Fund#144 · 79,174 sh$3.9M+54.8%
JONES FINANCIAL COMPANIES LLLP#145 · 83,352 sh$3.9M-12.5%
Fogel Capital Management#146 · 79,021 sh$3.9M+1.4%
Treasurer of the State of North Carolina#147 · 78,780 sh$3.9MNew
Cetera Investment Advisers#148 · 77,689 sh$3.9M-32.6%
State of Tennessee, Treasury Department#149 · 74,765 sh$3.7M-4.4%
CenterBook Partners#150 · 74,414 sh$3.7MNew
FORA Capital#151 · 74,332 sh$3.7MNew
Hennion & Walsh Asset Management#152 · 72,660 sh$3.6M+4.0%
Vanguard Global Advisers#153 · 71,569 sh$3.6M-10.9%
Assenagon Asset Management S.A.#154 · 70,254 sh$3.5M+80.2%
BARD ASSOCIATES#155 · 69,698 sh$3.5M-1.3%
MUTUAL OF AMERICA CAPITAL MANAGEMENT#156 · 69,590 sh$3.5M-24.1%
SPIREPOINT PRIVATE CLIENT#157 · 68,509 sh$3.4M+35.6%
Hudson Bay Capital Management#158 · 67,920 sh$3.4M+564.5%
Gerber Kawasaki Wealth & Investment Management#159 · 67,246 sh$3.4M-20.3%
ENVESTNET ASSET MANAGEMENT#160 · 66,592 sh$3.3M-59.3%
Entropy Technologies#161 · 66,356 sh$3.3MNew
Holocene Advisors#162 · 65,572 sh$3.3MNew
Portolan Capital Management#163 · 65,221 sh$3.3M-74.9%
Pathstone#164 · 63,331 sh$3.2M+6.3%
Russell Investments Group, Ltd.#165 · 60,852 sh$3.0M+40.7%
Janney Montgomery Scott#166 · 60,132 sh$3.0M+118.8%
State of New Jersey Common Pension Fund D#167 · 59,141 sh$2.9M0.0%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#168 · 57,112 sh$2.8M0.0%
GATEWAY INVESTMENT ADVISERS#169 · 56,474 sh$2.8M+507.2%
CAPITAL FUND MANAGEMENT S.A.#170 · 55,097 sh$2.7MNew
Louisiana State Employees Retirement System#171 · 54,900 sh$2.7M+2.6%
Man Group plc#172 · 54,278 sh$2.7M-50.9%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#173 · 53,063 sh$2.6MNew
Quantinno Capital Management#174 · 52,610 sh$2.6M-17.0%
Smithfield#175 · 52,339 sh$2.6M-2.6%
EFG International AG#176 · 52,181 sh$2.6M-1.9%
Arizona State Retirement System#177 · 51,716 sh$2.6M+11.5%
Cambridge Investment Research Advisors#178 · 51,023 sh$2.5M-26.5%
CAPSTONE INVESTMENT ADVISORS#179 · 49,135 sh$2.4M+139.8%
ABN AMRO Bank N.V.#180 · 48,984 sh$2.4MNew
D.A. DAVIDSON#181 · 48,340 sh$2.4M+50.0%
Vanguard Investments Australia, Ltd.#182 · 48,006 sh$2.4M+12.9%
FWL INVESTMENT MANAGEMENT#183 · 47,737 sh$2.4M-29.5%
Kestra Advisory Services#184 · 45,694 sh$2.3M+13.6%
GARNET EQUITY CAPITAL#185 · 45,000 sh$2.2MNew
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#186 · 44,893 sh$2.2M-2.9%
Universal- Beteiligungs- und Servicegesellschaft mbH#187 · 44,181 sh$2.2M-44.9%
STATE TREASURER STATE OF MICHIGAN#188 · 43,900 sh$2.2M-1.1%
YOUSIF CAPITAL MANAGEMENT#189 · 43,562 sh$2.2M-6.2%
Defiance ETFs#190 · 40,737 sh$2.2M+45.3%
Arkadios Wealth Advisors#191 · 43,259 sh$2.2M-4.8%
Truvestments Capital#192 · 42,867 sh$2.1M+8.2%
Havemeyer Place#193 · 42,619 sh$2.1M+444.0%
KLP KAPITALFORVALTNING AS#194 · 42,500 sh$2.1M+13.9%
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#195 · 42,182 sh$2.1M+2.0%
THRIVENT FINANCIAL FOR LUTHERANS#196 · 41,641 sh$2.1M+0.1%
New Age Alpha Advisors#197 · 41,206 sh$2.1M-1.8%
Bridgewater Associates#198 · 41,061 sh$2.0M-45.2%
Himension Fund#199 · 40,985 sh$2.0MNew
Bouvel Investment Partners#200 · 40,882 sh$2.0M+0.2%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.