Kratos Defense & Security Solutions, Inc.
Ownership
Ownership Structure
Who owns Kratos Defense & Security Solutions, Inc. (KTOS)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.7% of the shares are freely tradable; institutional investors hold 93.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 12.80 | 24,035,367 | -24.1 | 06/30/2026 |
| State Street Corp | 4.83 | 9,064,859 | +1.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.50 | 8,449,693 | +2.1 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.25 | 7,987,008 | -7.7 | 06/30/2026 |
| First Trust Advisors L.P. | 3.20 | 6,016,073 | +122.7 | 06/30/2026 |
| ARK Investment Management LLC | 2.49 | 4,672,566 | +33.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.56 | 6,686,673 | +0.0 | 09/30/2026 |
| First Trust RBA Amer Indl RenaisTM ETF | 3.49 | 6,554,989 | +0.1 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.19 | 5,982,721 | +0.3 | 09/30/2026 |
| Vanguard Small Cap Index | 2.25 | 4,223,188 | -2.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Demarco Eric M | President & CEO | 761,632 | 30,617,606 $ | Aug 14, 2026 | indirect |
| Fendley Steven S. | President, US Division | 288,111 | 11,582,062 $ | Aug 24, 2026 | direct |
| Lund Deanna H | EVP & CFO | 266,740 | 10,722,948 $ | Oct 26, 2026 | direct |
| Carrai Phillip D | President, STC Division | 169,196 | 6,801,679 $ | Oct 15, 2026 | direct |
| Jarvis Scot B | Director | 65,123 | 2,617,945 $ | Aug 18, 2026 | direct |
| Carter David M | President, DRSS Division | 62,237 | 2,501,927 $ | Aug 5, 2026 | direct |
| Mendoza Marie | SVP & General Counsel | 61,200 | 2,460,240 $ | Sep 15, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 26, 2026 | Lund Deanna H | EVP & CFO | Sell | 7,000 | 40.00 | 280,000 |
| Oct 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 1,603 | 40.57 | 65,038 |
| Oct 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 4,097 | 39.87 | 163,327 |
| Oct 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 800 | 38.44 | 30,751 |
| Sep 21, 2026 | Lund Deanna H | EVP & CFO | Sell | 2,900 | 49.10 | 142,378 |
| Sep 21, 2026 | Lund Deanna H | EVP & CFO | Sell | 4,100 | 48.56 | 199,096 |
| Sep 15, 2026 | Mendoza Marie | SVP & General Counsel | Sell | 1,000 | 48.50 | 48,500 |
| Sep 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 420 | 48.89 | 20,535 |
| Sep 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 3,380 | 48.17 | 162,811 |
| Sep 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 2,700 | 47.24 | 127,555 |
| Aug 24, 2026 | Fendley Steven S. | President, US Division | Sell | 7,000 | 56.16 | 393,120 |
| Aug 18, 2026 | Jarvis Scot B | Director | Sell | 10,000 | 63.50 | 634,961 |
| Aug 17, 2026 | Mendoza Marie | SVP & General Counsel | Sell | 1,513 | 64.37 | 97,392 |
| Aug 17, 2026 | Carrai Phillip D | President, STC Division | Sell | 20,000 | 63.14 | 1,262,814 |
| Aug 17, 2026 | Carrai Phillip D | President, STC Division | Sell | 100 | 64.97 | 6,497 |
| Aug 17, 2026 | Carrai Phillip D | President, STC Division | Sell | 1,200 | 64.18 | 77,016 |
| Aug 17, 2026 | Carrai Phillip D | President, STC Division | Sell | 5,200 | 63.41 | 329,750 |
| Aug 14, 2026 | Demarco Eric M | President & CEO | Sell | 9,100 | 66.17 | 602,173 |
| Aug 14, 2026 | Demarco Eric M | President & CEO | Sell | 4,946 | 65.05 | 321,756 |
| Aug 14, 2026 | Demarco Eric M | President & CEO | Sell | 266,316 | 64.33 | 17,132,668 |
| Aug 14, 2026 | Demarco Eric M | President & CEO | Sell | 19,638 | 63.33 | 1,243,708 |
| Aug 5, 2026 | Carter David M | President, DRSS Division | Sell | 100 | 58.94 | 5,894 |
| Aug 5, 2026 | Carter David M | President, DRSS Division | Sell | 300 | 57.24 | 17,172 |
| Aug 5, 2026 | Carter David M | President, DRSS Division | Sell | 1,500 | 56.21 | 84,318 |
| Aug 5, 2026 | Carter David M | President, DRSS Division | Sell | 2,100 | 55.34 | 116,215 |
| Aug 3, 2026 | Lund Deanna H | EVP & CFO | Sell | 3,200 | 48.95 | 156,624 |
| Aug 3, 2026 | Lund Deanna H | EVP & CFO | Sell | 1,600 | 48.02 | 76,839 |
| Aug 3, 2026 | Lund Deanna H | EVP & CFO | Sell | 200 | 46.55 | 9,309 |
| Jul 27, 2026 | Fendley Steven S. | President, US Division | Sell | 1,100 | 47.86 | 52,648 |
| Jul 27, 2026 | Fendley Steven S. | President, US Division | Sell | 5,900 | 46.99 | 277,262 |
| Jul 15, 2026 | Mendoza Marie | SVP & General Counsel | Sell | 1,013 | 51.79 | 52,463 |
| Jul 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 100 | 53.85 | 5,385 |
| Jul 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 400 | 52.84 | 21,137 |
| Jul 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 1,400 | 52.05 | 72,870 |
| Jul 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 700 | 50.78 | 35,544 |
| Jul 15, 2026 | Carrai Phillip D | President, STC Division | Sell | 3,900 | 49.79 | 194,169 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.