KOS

Kosmos Energy Ltd Cross-source read
EnergyCUSIP 500688106

Among active 13F managers last quarter, 16 opened and 22 added, while 17 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (+242%). Over the last 180 days, 4 insiders bought and 7 insiders sold, a net +$6.3M in open-market trades.

Tracked 13F holders
230
106 in Q2 2026 filings
13F value (tracked)
$797.3M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
38 adding · 17 trimming
Insiders · Form 4 open-market, 180d
4 buying · 7 selling · +$6.3M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns KOS?

230 tracked 13F filers · ranked by shares held

230 tracked 13F filers disclose a position in KOS as of the latest SEC 13F filings, a combined $797.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1State Street Corp29.5M
$62.1M
+4.3%
Added · +1.2M sh
Q2 2026
2Equinox Partners Investment Management LLC20.7M
$43.6M
Held
Q2 2026
3D. E. Shaw & Co., Inc.20.4M
$56.7M
+242%
Added · +14.4M sh
Q1 2026
4Two Sigma Investments, LP18.7M
$51.9M
+385%
Added · +14.8M sh
Q1 2026
5Geode Capital Management, LLC17.1M
$36.0M
+34%
Added · +4.4M sh
Q2 2026
6Charles Schwab Investment Management Inc14.1M
$39.3M
+17%
Added · +2.1M sh
Q1 2026
7Millennium Management LLC12.6M
$35.1M
−15%
Reduced · −2.2M sh
Q1 2026
8Grantham, Mayo, Van Otterloo & Co. LLC11.9M
$25.0M
−35%
Reduced · −6.5M sh
Q2 2026
9Jane Street Group, LLC11.7M
$32.6M
+27%
Added · +2.5M sh
Q1 2026
10Goldman Sachs Group Inc9.3M
$25.7M
+37%
Added · +2.5M sh
Q1 2026
11Davidson Kempner Capital Management LP8.0M
$16.9M
−5.0%
Reduced · −420K sh
Q2 2026
12First Trust Advisors LP7.7M
$21.4M
+9.2%
Added · +646K sh
Q1 2026
13Dimensional Fund Advisors LP7.1M
$19.7M
+20%
Added · +1.2M sh
Q1 2026
14M&G Plc7.0M
$21.1M
−20%
Reduced · −1.7M sh
Q1 2026
15Russell Investments Group, Ltd.5.9M
$16.3M
−0.5%
Reduced · −28K sh
Q1 2026
16Morgan Stanley5.8M
$16.2M
+24%
Added · +1.1M sh
Q1 2026
17Bank Of America Corp5.5M
$15.4M
+44%
Added · +1.7M sh
Q1 2026
18Renaissance Technologies LLC5.3M
$14.8M
+224%
Added · +3.7M sh
Q1 2026
19UBS Group AG4.8M
$13.4M
−22%
Reduced · −1.3M sh
Q1 2026
20Boston Partners4.8M
$13.3M
New
+4.8M sh
Q1 2026
21Bridgewater Associates, LP4.7M
$10.0M
New
+4.7M sh
Q2 2026
22Northern Trust Corp4.2M
$11.8M
+15%
Added · +561K sh
Q1 2026
23UBS AM, a distinct business unit of UBS Asset Management Americas LLC4.2M
$11.5M
+6.7%
Added · +260K sh
Q1 2026
24Ostrum Asset Management4.0M
$11.1M
Held
Q1 2026
25Vaughan Nelson Investment Management, L.P.4.0M
$8.5M
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is KOS being bought or sold by institutions?

Last quarter, 16 funds opened a new position in KOS and 22 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
16
funds took a first position
Added
22
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own KOS also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA134 funds$318.7B
Microsoft CorpMSFT132 funds$220.9B
Amazon.com IncAMZN130 funds$164.7B
Apple IncAAPL128 funds$239.4B
Meta Platforms Inc-Class AMETA128 funds$92.1B
Broadcom IncAVGO127 funds$130.4B
Alphabet Inc-CL AGOOGL127 funds$128.3B
Eli Lilly & CoLLY127 funds$64.4B
Micron Technology IncMU127 funds$32.9B
JPMorgan Chase & CoJPM124 funds$48.8B
Costco Wholesale CorpCOST123 funds$31.0B
Berkshire Hathaway Inc-CL BBRK/B123 funds$30.3B

Ranked by how many of KOS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KOS.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$7.0M
4 insiders
Sells · 180d
$689K
7 insiders
Net · 180d
$6.3M
11 open-market transactions
DateInsiderRoleActionSharesValue
Jul 2, 2026Shah Nealesh D.SVP and CFOSell (S)46K$94K
Jul 2, 2026Marion Josh R.SVP and General CounselSell (S)25K$51K
Jul 2, 2026Glass Ronald W.VP & Chief Accounting OfficerSell (S)12K$25K
Jul 2, 2026Inglis Andrew GChairman and CEO, DirectorSell (S)86K$176K
May 28, 2026Franklin Roy A.DirectorSell (S)43K$119K
May 27, 2026Sterin StevenDirectorSell (S)39K$105K
May 27, 2026Grant John Douglas KelsoDirectorSell (S)43K$119K
Mar 10, 2026Ogunlesi Adebayo O.DirectorBuy (P)3.2M$6.0M
Mar 10, 2026Stice J MichaelDirectorBuy (P)53K$100K
Mar 10, 2026Inglis Andrew GChairman and CEO, DirectorBuy (P)316K$600K
Mar 10, 2026Shah Nealesh D.SVP and CFOBuy (P)158K$300K
Feb 4, 2026Shah Nealesh D.SVP and CFOSell (S)25K$35K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4522
Insiders
Form 4 open-market
47+$6.3M
US House
STOCK Act trades
00$0
Sector rotation
KOS is in Energy, which smart money is rotating OUT OF
$6.7B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

106 tracked filers in Q2 2026 filingsstill filing
0117234Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $207.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
KOSthis pagecs249 funds$1.0B
KOS 3.125 03/15/30NOTE 3.125% 3/119 funds$241.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for KOS

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Ask your agent what changed in KOS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/KOS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for KOS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for KOS. Filings are public domain, sourced to SEC EDGAR.