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, Q1 2023
Institutional positions in Kadant Inc as of Mar 31, 2023. 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
- 202
- +12 vs. Q4 2022
- Shares held
- 11.2M
- +26.2K (+0.2%) vs. Q4 2022
- Total value
- $2.33B
- +$350.4M (+17.7%) vs. Q4 2022
- New holders
- 22
- 75 more added
- Sold out
- 10
- 57 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 1 | $209 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $417 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $417 | 0.00% | +1+100.0% | Added |
| Bell Investment Advisors, Inc | 3 | $626 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $626 | 0.00% | +1+50.0% | Added |
| Steward Financial Group LLC | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $1.46K | 0.00% | +2+40.0% | Added |
| JNBA Financial Advisors | 7 | $1.46K | 0.00% | +7 | New |
| Schubert & Co | 8 | $1.67K | 0.00% | +2+33.3% | Added |
| Spire Wealth Management | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $2.50K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 20 | $4.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25 | $5.21K | 0.00% | −80−76.2% | Reduced |
| West Paces Advisors Inc. | 28 | $5.84K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $7.30K | 0.00% | +10+40.0% | Added |
| Lindbrook Capital, LLC | 40 | $8.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $9.18K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 44 | $9.18K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 45 | $9.38K | 0.01% | +45 | New |
| Key Financial Inc | 52 | $10.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $10.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 54 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 54 | $11.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $20.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $20.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $21.0K | 0.00% | −300−75.0% | Reduced |
| Public Employees Retirement System of Ohio | 101 | $21.0K | 0.00% | +1+1.0% | Added |
| Horan Securities, Inc. | 111 | $23.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 112 | $23.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 121 | $25.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $27.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 135 | $28.2K | 0.00% | +1+0.7% | Added |
| Dark Forest Capital Management LP | 138 | $28.8K | 0.01% | +57+70.4% | Added |
| Signaturefd, LLC | 158 | $32.9K | 0.00% | +1+0.6% | Added |
| Copeland Capital Management, LLC | 179 | $37.0K | 0.00% | +14+8.5% | Added |
| Advisory Services Network, LLC | 178 | $37.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 250 | $52.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 271 | $56.5K | 0.01% | +154+131.6% | Added |
| FIL Ltd | 275 | $57.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 302 | $63.0K | 0.05% | −1−0.3% | Reduced |
| Fifth Third Bancorp | 303 | $63.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 318 | $66.0K | 0.00% | +122+62.2% | Added |
| Baker Avenue Asset Management, LP | 339 | $70.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 375 | $78.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 385 | $80.0K | 0.00% | −54−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 402 | $83.8K | 0.00% | −192−32.3% | Reduced |
| Arrow Financial Corp | 480 | $100.1K | 0.01% | −329−40.7% | Reduced |
| Asset Management One Co.,Ltd. | 483 | $100.7K | 0.00% | +483 | New |
| Great West Life Assurance Co | 572 | $119.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 592 | $123.4K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 595 | $124.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 612 | $127.6K | 0.01% | −99−13.9% | Reduced |
| Citigroup Inc | 734 | $153.1K | 0.00% | +284+63.1% | Added |
| Public Employees Retirement Association of Colorado | 893 | $186.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 932 | $194.3K | 0.01% | +49+5.5% | Added |
| Associated Banc-Corp | 983 | $205.0K | 0.01% | +983 | New |
| We Are One Seven, LLC | 989 | $206.2K | 0.01% | +989 | New |
| Coastline Trust Co | 1,000 | $208.5K | 0.03% | +1,000 | New |
| New York State Teachers Retirement System | 1,000 | $209.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,064 | $221.9K | 0.00% | +1,064 | New |
| Millennium Management LLC | 1,143 | $238.0K | 0.00% | +1,143 | New |
| Mackenzie Financial Corp | 1,250 | $260.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,310 | $273.2K | 0.03% | −26−1.9% | Reduced |
| Wolverine Trading, LLC | 1,372 | $280.0K | 0.01% | +1,372 | New |
| The PNC Financial Services Group, Inc. | 1,347 | $280.9K | 0.00% | −44−3.2% | Reduced |
| State of Wisconsin Investment Board | 1,468 | $306.1K | 0.00% | +16+1.1% | Added |
| Algert Global LLC | 1,480 | $308.6K | 0.01% | +1,480 | New |
| Y-Intercept (Hong Kong) Ltd | 1,600 | $333.6K | 0.04% | +1,600 | New |
| Amalgamated Bank | 1,645 | $343.0K | 0.00% | −280−14.5% | Reduced |
| Sheets Smith Wealth Management | 1,647 | $343.4K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,709 | $356.0K | 0.01% | −78−4.4% | Reduced |
| Bank of Montreal | 1,744 | $363.7K | 0.00% | +614+54.3% | Added |
| Man Group plc | – | $364.9K | 0.00% | – | New |
| Squarepoint Ops LLC | 1,758 | $366.6K | 0.00% | −3,136−64.1% | Reduced |
| Henshaw Capital LLC | 1,780 | $371.2K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,942 | $404.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 1,985 | $413.9K | 0.00% | −490−19.8% | Reduced |
| Banque Cantonale Vaudoise | 2,224 | $464.0K | 0.02% | −193−8.0% | Reduced |
| New York Life Investment Management LLC | 2,312 | $482.1K | 0.01% | −609−20.8% | Reduced |
| Stifel Financial Corp | 2,349 | $489.8K | 0.00% | −199−7.8% | Reduced |
| HSBC Holdings PLC | 2,554 | $527.9K | 0.00% | +2,554 | New |
| Norges Bank | 2,636 | $549.7K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,703 | $563.6K | 0.02% | +13+0.5% | Added |
| Principal Financial Group Inc | 2,733 | $569.9K | 0.00% | −350−11.4% | Reduced |
| Wellington Management Group LLP | 2,755 | $574.5K | 0.00% | +2,755 | New |
| Hancock Whitney Corp | 2,908 | $606.0K | 0.02% | −434−13.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,982 | $622.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,047 | $635.4K | 0.00% | +3,047 | New |
| Premier Fund Managers Ltd | 3,240 | $661.0K | 0.03% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,283 | $684.6K | 0.11% | +38+1.2% | Added |
| M&T Bank Corp | 3,299 | $688.1K | 0.00% | +1,577+91.6% | Added |
| Arizona State Retirement System | 3,379 | $704.6K | 0.01% | +89+2.7% | Added |
| Teacher Retirement System of Texas | 3,406 | $710.0K | 0.00% | +970+39.8% | Added |
| Yarbrough Capital, LLC | 3,406 | $710.2K | 0.06% | +1,724+102.5% | Added |
| Victory Capital Management Inc | 3,520 | $734.0K | 0.00% | −418−10.6% | Reduced |
| Vancity Investment Management Ltd | 3,520 | $734.0K | 0.10% | +3,520 | New |
| Russell Investments Group, Ltd. | 3,567 | $743.8K | 0.00% | +3,482+4,096.5% | Added |
| Clean Yield Group | 3,825 | $797.6K | 0.34% | −315−7.6% | Reduced |