KARAT PACKAGING INC (KRT)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
133
Reporting holders
$218.6M
Reported value
32.8%
Of shares outstanding
0.0%
Held as options
+15
Holder change
Institutions report 6,535,618 shares against 19,931,721 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $19.8M | 592,941 | 0.00% | 8q | +4.2%+$801.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.1M | 390,162 | 0.00% | 2q | +0.6%+$75.6K |
| Ranger Investment Management, L.P. | $11.1M | 332,596 | 0.70% | 8q | +2.3%+$250.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.8M | 291,927 | 0.00% | 21q | +36.2%+$2.6M |
| AMERICAN CENTURY COMPANIES INC | $8.8M | 263,499 | 0.00% | 21q | +0.6%+$53.5K |
| DIMENSIONAL FUND ADVISORS LP | $8.0M | 240,131 | 0.00% | 14q | +9.9%+$725.8K |
| Russell Investments Group, Ltd. | $7.7M | 231,713 | 0.01% | 8q | +15.5%+$1.0M |
| BANK OF MONTREAL /CAN/ | $7.7M | 230,794 | 0.00% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.6M | 228,316 | 0.01% | 12q | +9.4%+$654.4K |
| AQR CAPITAL MANAGEMENT LLC | $7.5M | 225,347 | 0.00% | 11q | +38.0%+$2.1M |
| De Lisle Partners LLP | $7.3M | 218,443 | 0.80% | 10q | -4.7%-$357.9K |
| Boston Partners | $6.7M | 199,942 | 0.01% | 9q | +19.7%+$1.1M |
| STATE STREET CORP | $5.5M | 165,467 | 0.00% | 21q | +8.3%+$426.6K |
| Bank of New York Mellon Corp | $5.3M | 159,511 | 0.00% | 19q | +2.5%+$130.2K |
| CITADEL ADVISORS LLC | $5.3M | 157,069 | 0.00% | 15q | +66.1%+$2.1M |
| KTF INVESTMENTS, LLC | $4.9M | 146,145 | 0.49% | 3q | -23.8%-$1.5M |
| CWA Asset Management Group, LLC | $4.6M | 136,160 | 0.14% | 3q | +11.3%+$460.9K |
| AMERIPRISE FINANCIAL INC | $4.1M | 123,655 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $4.1M | 122,248 | 0.05% | 3q | -7.2%-$318.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.4M | 100,550 | 0.01% | 12q | +25.3%+$678.3K |
| GOLDMAN SACHS GROUP INC | $3.3M | 99,406 | 0.00% | 8q | +25.0%+$665.8K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.3M | 98,320 | 0.16% | 14q | +42.3%+$977.2K |
| North Star Investment Management Corp. | $3.2M | 97,000 | 0.18% | 3q | HELD |
| NORTHERN TRUST CORP | $2.8M | 84,402 | 0.00% | 21q | +6.7%+$178.5K |
| SEGALL BRYANT & HAMILL, LLC | $2.7M | 82,117 | 0.03% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7M | 81,870 | 0.00% | 2q | +33.5%+$687.9K |
| JPMORGAN CHASE & CO | $2.6M | 78,896 | 0.00% | 21q | +104.9%+$1.3M |
| VANGUARD FIDUCIARY TRUST CO | $2.1M | 62,682 | 0.00% | 2q | +4.5%+$90.7K |
| RITHOLTZ WEALTH MANAGEMENT | $2.0M | 59,926 | 0.01% | 12q | +200.6%+$1.3M |
| PANAGORA ASSET MANAGEMENT INC | $1.8M | 54,196 | 0.01% | new | NEW |
| Nuveen, LLC | $1.8M | 53,217 | 0.00% | 6q | +6.6%+$110.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 51,205 | 0.01% | 12q | +25.2%+$345.0K |
| Point72 Asset Management, L.P. | $1.6M | 48,378 | 0.00% | 3q | +97.6%+$799.4K |
| MARSHALL WACE, LLP | $1.6M | 47,186 | 0.00% | 2q | +10.8%+$154.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.5M | 46,302 | 0.01% | 12q | +40.9%+$449.6K |
| UBS Group AG | $1.5M | 45,103 | 0.00% | 21q | +82.5%+$682.2K |
| MILLENNIUM MANAGEMENT LLC | $1.5M | 43,477 | 0.00% | 21q | -59.7%-$2.2M |
| Merit Financial Group, LLC | $1.2M | 36,446 | 0.00% | 3q | +110.9%+$641.2K |
| PDT Partners, LLC | $1.1M | 33,040 | 0.06% | new | NEW |
| Mawer Investment Management Ltd. | $1.0M | 31,084 | 0.01% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.0M | 30,342 | 0.00% | 2q | +93.8%+$491.5K |
| RENAISSANCE TECHNOLOGIES LLC | $1.0M | 30,115 | 0.00% | 12q | -27.8%-$388.1K |
| FIRST TRUST ADVISORS LP | $961.1K | 28,723 | 0.00% | 8q | +4.3%+$39.9K |
| Creative Planning | $853.1K | 25,497 | 0.00% | 3q | +22.8%+$158.4K |
| MORGAN STANLEY | $844.4K | 25,234 | 0.00% | 21q | -52.7%-$939.8K |
| Trexquant Investment LP | $800.5K | 23,923 | 0.00% | 7q | -67.3%-$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $786.6K | 23,508 | 0.00% | 18q | +6.1%+$45.3K |
| Sixth Street Partners Management Company, L.P. | $786.6K | 23,508 | 0.00% | new | NEW |
| Vident Advisory, LLC | $781.4K | 23,353 | 0.01% | 2q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $700.3K | 20,929 | 0.00% | 4q | -7.9%-$60.4K |
| Inspire Investing, LLC | $684.5K | 20,456 | 0.03% | 4q | +11.6%+$71.1K |
| Walleye Capital LLC | $684.2K | 20,447 | 0.00% | new | NEW |
| Kings Path Partners LLC | $669.5K | 20,010 | 0.18% | 8q | -48.0%-$617.4K |
| BARCLAYS PLC | $668.2K | 19,971 | 0.00% | 18q | -34.6%-$354.1K |
| D. E. Shaw & Co., Inc. | $632.6K | 18,907 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $575.3K | 17,193 | 0.00% | 7q | -8.6%-$54.3K |
| LPL Financial LLC | $556.4K | 16,628 | 0.00% | 3q | -2.1%-$11.7K |
| XTX Topco Ltd | $546.8K | 16,342 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $509.2K | 15,217 | 0.01% | 5q | -54.8%-$617.7K |
| BNP PARIBAS FINANCIAL MARKETS | $489.2K | 14,621 | 0.00% | 7q | +309.7%+$369.8K |
| DAVENPORT & Co LLC | $486.0K | 14,525 | 0.00% | 5q | HELD |
| Invesco Ltd. | $477.6K | 14,274 | 0.00% | 2q | +92.3%+$229.2K |
| Corient Private Wealth LP | $455.7K | 13,620 | 0.00% | 11q | +29.4%+$103.6K |
| RAYMOND JAMES FINANCIAL INC | $449.4K | 13,430 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $445.1K | 13,303 | 0.00% | 21q | +21.1%+$77.7K |
| Aquatic Capital Management LLC | $403.7K | 12,065 | 0.01% | 3q | +8517.9%+$399.0K |
| BLAIR WILLIAM & CO/IL | $395.7K | 11,826 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $380.5K | 11,371 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $378.2K | 11,302 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $363.1K | 10,853 | 0.00% | 13q | +4.1%+$14.5K |
| WELLS FARGO & COMPANY/MN | $342.1K | 10,224 | 0.00% | 21q | -71.7%-$866.1K |
| Odyssean, LLC | $319.6K | 9,552 | 0.05% | new | NEW |
| Mariner, LLC | $315.8K | 9,440 | 0.00% | new | NEW |
| GLOBEFLEX CAPITAL L P | $306.2K | 9,152 | 0.04% | new | NEW |
| BAILARD, INC. | $296.5K | 8,860 | 0.01% | 2q | -53.0%-$334.6K |
| R Squared Ltd | $295.1K | 8,819 | 0.15% | new | NEW |
| DEUTSCHE BANK AG\ | $288.4K | 8,620 | 0.00% | 21q | +42.3%+$85.8K |
| Squarepoint Ops LLC | $279.8K | 8,361 | 0.00% | 4q | -51.4%-$296.4K |
| ALLIANCEBERNSTEIN L.P. | $279.5K | 10,010 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $272.8K | 8,153 | 0.03% | new | FIRST |
| TWO SIGMA SECURITIES, LLC | $261.9K | 7,827 | 0.02% | new | NEW |
| Moran Wealth Management, LLC | $259.0K | 7,742 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $258.2K | 7,556 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $235.0K | 7,023 | 0.00% | 3q | -84.7%-$1.3M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $211.4K | 6,317 | 0.01% | 2q | -13.4%-$32.6K |
| Y-Intercept (Hong Kong) Ltd | $203.8K | 6,091 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $202.1K | 6,041 | 0.00% | 12q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $170.2K | 5,088 | 0.00% | new | NEW |
| BARD ASSOCIATES INC | $167.3K | 5,000 | 0.04% | new | NEW |
| CITIGROUP INC | $149.9K | 4,481 | 0.00% | 21q | +514.7%+$125.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $133.2K | 3,980 | 0.00% | 9q | -2.5%-$3.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $103.8K | 3,103 | 0.00% | 21q | HELD |
| Vanguard Global Advisers, LLC | $100.5K | 3,004 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $85.6K | 2,559 | 0.00% | 11q | +4.8%+$3.9K |
| Police & Firemen's Retirement System of New Jersey | $78.7K | 2,352 | 0.00% | 7q | HELD |
| Legal & General Group Plc | $75.3K | 2,251 | 0.00% | 21q | +170.6%+$47.5K |
| Copeland Capital Management, LLC | $72.6K | 2,169 | 0.00% | 8q | -3.1%-$2.3K |
| FMR LLC | $45.5K | 1,361 | 0.00% | 16q | +68.6%+$18.5K |
| Arax Advisory Partners | $27.7K | 828 | 0.00% | 2q | +1462.3%+$25.9K |
| Integrated Wealth Concepts LLC | $24.9K | 745 | 0.00% | new | NEW |
Showing the largest 100 of 144 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 133 | $218.6M | 6,535,618 | 32 | 57 | 27 | 0.0% |
| Q1 2026 | 118 | $162.8M | 5,900,051 | 15 | 50 | 36 | 0.0% |
| Q4 2025 | 109 | $131.3M | 5,830,637 | 22 | 46 | 23 | 0.0% |
| Q3 2025 | 112 | $137.7M | 5,462,867 | 16 | 49 | 28 | 0.0% |
| Q2 2025 | 114 | $163.0M | 5,809,164 | 27 | 50 | 21 | 0.0% |
| Q1 2025 | 91 | $123.2M | 4,733,115 | 6 | 24 | 30 | 0.0% |
| Q4 2024 | 90 | $137.4M | 4,541,115 | 9 | 27 | 26 | 0.0% |
| Q3 2024 | 87 | $119.5M | 4,614,359 | 13 | 31 | 24 | 0.0% |
| Q2 2024 | 88 | $137.6M | 4,652,429 | 16 | 28 | 29 | 0.0% |
| Q1 2024 | 79 | $133.8M | 4,678,302 | 6 | 28 | 27 | 0.0% |
| Q4 2023 | 80 | $114.6M | 4,612,644 | 18 | 35 | 16 | 0.0% |
| Q3 2023 | 73 | $98.4M | 4,267,337 | 32 | 19 | 17 | 0.0% |
| Q2 2023 | 45 | $74.1M | 4,058,286 | 6 | 18 | 16 | 0.0% |
| Q1 2023 | 40 | $56.1M | 4,210,534 | 3 | 14 | 14 | 0.0% |
| Q4 2022 | 35 | $58.4M | 4,067,374 | 1 | 10 | 12 | 0.0% |
| Q3 2022 | 45 | $75.7M | 4,732,099 | 1 | 14 | 14 | 0.0% |
| Q2 2022 | 44 | $72.0M | 4,218,637 | 1 | 18 | 13 | 0.0% |
| Q1 2022 | 44 | $82.2M | 4,142,842 | 8 | 9 | 15 | 0.0% |
| Q4 2021 | 35 | $78.8M | 3,898,546 | 3 | 12 | 11 | 0.0% |
| Q3 2021 | 35 | $82.9M | 3,943,561 | 3 | 13 | 9 | 0.0% |
| Q2 2021 | 37 | $83.4M | 4,096,221 | 37 | 0 | 0 | 0.0% |