Kadant Inc
KAI- Exchange
- NYSE
- Industry
- Special Industry Machinery (No Metalworking Machinery)
- SEC CIK
- 0000886346
No open-market purchases or sales by Kadant Inc insiders were filed in the last 90 days; 327 institutions reported holding it in 13F filings for Q2 2026, worth $4.11B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Kadant Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 190
- +13 vs. Q3 2022
- Shares held
- 11.2M
- −68.4K (−0.6%) vs. Q3 2022
- Total value
- $1.98B
- +$108.5M (+5.8%) vs. Q3 2022
- New holders
- 28
- 63 more added
- Sold out
- 15
- 56 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 327 | $4.11B |
| Q1 2026 | 321 | $3.84B |
| Q4 2025 | 303 | $3.76B |
| Q3 2025 | 316 | $3.93B |
| Q2 2025 | 314 | $4.38B |
| Q1 2025 | 313 | $4.73B |
| Q4 2024 | 291 | $4.45B |
| Q3 2024 | 281 | $4.37B |
| Q2 2024 | 257 | $3.72B |
| Q1 2024 | 260 | $3.96B |
| Q4 2023 | 237 | $3.32B |
| Q3 2023 | 207 | $2.68B |
| Q2 2023 | 192 | $2.51B |
| Q1 2023 | 202 | $2.33B |
| Q4 2022 | 190 | $1.98B |
| Q3 2022 | 180 | $1.87B |
| Q2 2022 | 191 | $2.04B |
| Q1 2022 | 182 | $2.14B |
| Q4 2021 | 184 | $2.54B |
| Q3 2021 | 169 | $2.23B |
| Q2 2021 | 162 | $1.92B |
| Q1 2021 | 160 | $2.04B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $178 | 0.00% | −22−95.7% | Reduced |
| Disciplined Investments, LLC | 1 | $178 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $355 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $355 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 3 | $533 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 5 | $888 | 0.00% | +1+25.0% | Added |
| Schubert & Co | 6 | $1.07K | 0.00% | −1−14.3% | Reduced |
| Spire Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $2.13K | 0.00% | +12 | New |
| Johnson Financial Group, Inc. | 15 | $2.66K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $2.66K | 0.00% | +15 | New |
| Cary Street Partners Asset Management LLC | 20 | $3.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $4.44K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $4.97K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $7.11K | 0.00% | −5−11.1% | Reduced |
| Parkside Financial Bank & Trust | 44 | $7.82K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 44 | $7.82K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $8.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $9.24K | 0.00% | +52 | New |
| Belpointe Asset Management LLC | 54 | $9.59K | 0.00% | +54 | New |
| Fortis Capital Advisors, LLC | 54 | $9.59K | 0.01% | +54 | New |
| Dark Forest Capital Management LP | 81 | $14.4K | 0.00% | −44−35.2% | Reduced |
| Russell Investments Group, Ltd. | 85 | $15.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 100 | $18.0K | 0.00% | −204−67.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 105 | $18.7K | 0.00% | +105 | New |
| Horan Securities, Inc. | 111 | $19.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 112 | $19.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 117 | $20.8K | 0.00% | −255−68.5% | Reduced |
| Park Place Capital Corp | 121 | $21.0K | 0.01% | +121 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $23.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 134 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 157 | $27.9K | 0.00% | +58+58.6% | Added |
| Copeland Capital Management, LLC | 165 | $29.0K | 0.00% | +3+1.9% | Added |
| Rockefeller Capital Management L.P. | 176 | $31.0K | 0.00% | −16−8.3% | Reduced |
| Advisory Services Network, LLC | 178 | $31.6K | 0.00% | +178 | New |
| Lazard Asset Management LLC | 187 | $33.0K | 0.00% | +187 | New |
| Tower Research Capital LLC (TRC) | 196 | $35.0K | 0.00% | −597−75.3% | Reduced |
| Pflug Koory, LLC | 250 | $44.0K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 275 | $48.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 303 | $53.8K | 0.00% | −11−3.5% | Reduced |
| Covestor Ltd | 303 | $54.0K | 0.04% | +301+15,050.0% | Added |
| Baker Avenue Asset Management, LP | 339 | $60.2K | 0.00% | +339 | New |
| Whittier Trust Co | 375 | $66.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $71.0K | 0.01% | +400 | New |
| CWM, LLC | 439 | $78.0K | 0.00% | +82+23.0% | Added |
| Citigroup Inc | 450 | $79.9K | 0.00% | −47−9.5% | Reduced |
| GWM Advisors LLC | 5,031 | $87.7K | 0.00% | +5,031 | New |
| Great West Life Assurance Co | 572 | $102.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 594 | $104.7K | 0.00% | −108−15.4% | Reduced |
| Harbor Investment Advisory, LLC | 592 | $105.2K | 0.02% | +79+15.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 595 | $105.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 711 | $126.3K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 809 | $144.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 893 | $159.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 883 | $177.1K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,000 | $178.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,130 | $207.5K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 1,228 | $218.1K | 0.15% | +1,228 | New |
| Mackenzie Financial Corp | 1,250 | $222.0K | 0.00% | +1,250 | New |
| CWM Advisors, LLC | 1,336 | $237.3K | 0.03% | +107+8.7% | Added |
| The PNC Financial Services Group, Inc. | 1,391 | $247.1K | 0.00% | +16+1.2% | Added |
| State of Wisconsin Investment Board | 1,452 | $257.9K | 0.00% | −720−33.1% | Reduced |
| Sheets Smith Wealth Management | 1,647 | $292.6K | 0.05% | +1,647 | New |
| Yarbrough Capital, LLC | 1,682 | $298.8K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 1,722 | $305.9K | 0.00% | −1,405−44.9% | Reduced |
| Henshaw Capital LLC | 1,780 | $316.2K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,787 | $318.0K | 0.01% | −166−8.5% | Reduced |
| Trexquant Investment LP | 1,808 | $321.2K | 0.01% | −329−15.4% | Reduced |
| Amalgamated Bank | 1,925 | $342.0K | 0.00% | +57+3.1% | Added |
| US Bancorp | 1,942 | $345.0K | 0.00% | −123−6.0% | Reduced |
| Partners Group Holding AG | 2,255 | $400.6K | 0.03% | −923−29.0% | Reduced |
| SG Americas Securities, LLC | 2,272 | $404.0K | 0.01% | −17,915−88.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,400 | $426.3K | 0.00% | +2,400 | New |
| Banque Cantonale Vaudoise | 2,417 | $429.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,436 | $433.0K | 0.00% | −2,286−48.4% | Reduced |
| Anchor Capital Advisors LLC | 2,440 | $433.5K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,475 | $439.6K | 0.00% | +130+5.5% | Added |
| Stifel Financial Corp | 2,548 | $452.6K | 0.00% | +92+3.7% | Added |
| Norges Bank | 2,636 | $468.2K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,690 | $477.8K | 0.02% | −155−5.4% | Reduced |
| Wells Fargo & Company | 2,700 | $479.6K | 0.00% | +97+3.7% | Added |
| BNP Paribas Arbitrage, SA | 2,884 | $512.3K | 0.00% | −1,945−40.3% | Reduced |
| New York Life Investment Management LLC | 2,921 | $518.9K | 0.01% | +330+12.7% | Added |
| Nisa Investment Advisors, LLC | 2,982 | $530.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,083 | $547.6K | 0.00% | −96−3.0% | Reduced |
| Barclays PLC | 3,116 | $553.5K | 0.00% | +1,028+49.2% | Added |
| Ensign Peak Advisors, Inc | 3,150 | $559.5K | 0.00% | +3,150 | New |
| LaFleur & Godfrey LLC | 3,245 | $576.4K | 0.10% | +3,245 | New |
| Premier Fund Managers Ltd | 3,240 | $581.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,290 | $584.4K | 0.01% | +122+3.9% | Added |
| Hancock Whitney Corp | 3,342 | $594.0K | 0.02% | −10−0.3% | Reduced |
| American Century Companies Inc | 3,743 | $664.9K | 0.00% | +1,971+111.2% | Added |
| Balyasny Asset Management LLC | 3,827 | $679.8K | 0.00% | +3,827 | New |
| Susquehanna International Group, LLP | 3,874 | $688.1K | 0.00% | −4,268−52.4% | Reduced |
| Victory Capital Management Inc | 3,938 | $699.5K | 0.00% | +1,194+43.5% | Added |
| Clean Yield Group | 4,140 | $735.4K | 0.32% | −188−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 4,313 | $766.1K | 0.00% | +1,197+38.4% | Added |