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 2023
Institutional positions in Kadant Inc as of Dec 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
- 237
- +33 vs. Q3 2023
- Shares held
- 11.9M
- −15.3K (−0.1%) vs. Q3 2023
- Total value
- $3.32B
- +$645.9M (+24.1%) vs. Q3 2023
- New holders
- 50
- 61 more added
- Sold out
- 17
- 88 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $522 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 3 | $841 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $841 | 0.00% | +1+50.0% | Added |
| Northwest Financial Advisors | 3 | $841 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $1.72K | 0.00% | +6 | New |
| JNBA Financial Advisors | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.96K | 0.00% | +1+16.7% | Added |
| Armstrong Advisory Group, Inc | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $3.64K | 0.00% | +13 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $3.67K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 16 | $4.49K | 0.00% | +16 | New |
| CWM, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $7.00K | 0.00% | +33 | New |
| Lindbrook Capital, LLC | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $12.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $14.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 53 | $14.9K | 0.00% | −24−31.2% | Reduced |
| Allworth Financial LP | 57 | $16.0K | 0.00% | +5+9.6% | Added |
| Cullen/Frost Bankers, Inc. | 70 | $19.6K | 0.00% | −25−26.3% | Reduced |
| USA Financial Portformulas Corp | 83 | $23.3K | 0.00% | +83 | New |
| AdvisorNet Financial, Inc | 84 | $23.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 95 | $26.6K | 0.00% | −5−5.0% | Reduced |
| Optimum Investment Advisors | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 106 | $29.7K | 0.00% | +39+58.2% | Added |
| Signaturefd, LLC | 111 | $31.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 116 | $32.5K | 0.00% | +116 | New |
| Park Place Capital Corp | 121 | $33.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 122 | $34.0K | 0.00% | +122 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $37.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $40.1K | 0.00% | +27+23.3% | Added |
| First Horizon Advisors, Inc. | 185 | $52.1K | 0.00% | +50+37.0% | Added |
| Financial Management Professionals, Inc. | 193 | $54.0K | 0.01% | +193 | New |
| FIL Ltd | 199 | $55.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 199 | $56.0K | 0.00% | +57+40.1% | Added |
| Harbor Investment Advisory, LLC | 203 | $56.9K | 0.01% | −123−37.7% | Reduced |
| Pflug Koory, LLC | 250 | $70.1K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 303 | $84.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 335 | $93.9K | 0.06% | +335 | New |
| Northwestern Mutual Wealth Management Co | 336 | $94.2K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 343 | $96.1K | 0.01% | −193−36.0% | Reduced |
| Whittier Trust Co | 375 | $105.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 400 | $112.2K | 0.00% | −24−5.7% | Reduced |
| SG Americas Securities, LLC | 588 | $165.0K | 0.00% | +588 | New |
| STRS Ohio | 600 | $168.0K | 0.00% | +400+200.0% | Added |
| Metropolitan Life Insurance Co | 673 | $188.6K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 676 | $189.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 730 | $204.6K | 0.00% | +730 | New |
| Associated Banc-Corp | 731 | $204.9K | 0.01% | −283−27.9% | Reduced |
| We Are One Seven, LLC | 739 | $207.1K | 0.01% | +739 | New |
| Beacon Pointe Advisors, LLC | 741 | $207.7K | 0.00% | +741 | New |
| Bokf, NA | 750 | $210.2K | 0.00% | +750 | New |
| Penobscot Investment Management Company, Inc. | 750 | $210.2K | 0.02% | +750 | New |
| Stonegate Investment Group, LLC | 758 | $212.5K | 0.01% | +758 | New |
| Resources Investment Advisors, LLC. | 787 | $220.7K | 0.00% | +787 | New |
| Envestnet Portfolio Solutions, Inc. | 798 | $223.5K | 0.00% | +798 | New |
| Congress Wealth Management LLC | 833 | $233.5K | 0.00% | +833 | New |
| Lazard Asset Management LLC | 858 | $240.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 860 | $241.1K | 0.04% | +860 | New |
| Integrated Wealth Concepts LLC | 884 | $247.8K | 0.00% | +884 | New |
| Public Employees Retirement Association of Colorado | 893 | $250.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 909 | $254.8K | 0.02% | +909 | New |
| LPL Financial LLC | 917 | $257.1K | 0.00% | +917 | New |
| Steward Partners Investment Advisory, LLC | 976 | $273.6K | 0.00% | +924+1,776.9% | Added |
| Argent Trust Co | 985 | $276.1K | 0.01% | +97+10.9% | Added |
| Coastline Trust Co | 1,000 | $280.3K | 0.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,021 | $286.2K | 0.12% | +1,021 | New |
| Prudential Financial Inc | 1,041 | $291.9K | 0.00% | −30−2.8% | Reduced |
| Bank of Montreal | 1,027 | $294.5K | 0.00% | −164−13.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,070 | $299.9K | 0.29% | +1,070 | New |
| State of Wisconsin Investment Board | 1,110 | $311.1K | 0.00% | −175−13.6% | Reduced |
| Teacher Retirement System of Texas | 1,154 | $323.0K | 0.00% | +251+27.8% | Added |
| Kolinsky Wealth Management, LLC | 1,204 | $337.5K | 0.30% | +1,204 | New |
| Ameritas Investment Partners, Inc. | 1,211 | $339.5K | 0.01% | +49+4.2% | Added |
| The PNC Financial Services Group, Inc. | 1,236 | $346.5K | 0.00% | −61−4.7% | Reduced |
| D.A. Davidson & Co. | 1,352 | $379.0K | 0.00% | +304+29.0% | Added |
| CWM Advisors, LLC | 1,363 | $382.1K | 0.04% | −1−0.1% | Reduced |
| Virtu Financial LLC | 1,398 | $392.0K | 0.03% | +1,398 | New |
| Captrust Financial Advisors | 1,467 | $411.2K | 0.00% | +1,467 | New |
| Aviva PLC | 1,531 | $429.2K | 0.00% | −1,200−43.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,532 | $429.4K | 0.08% | +321+26.5% | Added |
| Raymond James Trust N.A. | 1,581 | $443.2K | 0.01% | −55−3.4% | Reduced |
| New York Life Investment Management LLC | 1,663 | $466.2K | 0.00% | −42−2.5% | Reduced |
| Amalgamated Bank | 1,690 | $474.0K | 0.00% | −66−3.8% | Reduced |
| Yarbrough Capital, LLC | 1,724 | $483.3K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,769 | $495.9K | 0.07% | +80+4.7% | Added |
| US Bancorp | 1,784 | $500.1K | 0.00% | −29−1.6% | Reduced |
| Sawtooth Solutions, LLC | 1,885 | $528.4K | 0.01% | +1,885 | New |
| Bleakley Financial Group, LLC | 1,927 | $540.2K | 0.02% | +1,927 | New |
| ExodusPoint Capital Management, LP | 1,932 | $542.0K | 0.01% | −1,094−36.2% | Reduced |
| Curated Wealth Partners LLC | 1,947 | $545.8K | 0.09% | +1,947 | New |
| Hancock Whitney Corp | 2,007 | $562.6K | 0.02% | −2−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,030 | $569.0K | 0.01% | +2,030 | New |
| Premier Fund Managers Ltd | 2,100 | $597.0K | 0.03% | −540−20.5% | Reduced |
| Apollon Wealth Management, LLC | 2,191 | $614.2K | 0.02% | +2,191 | New |
| Dark Forest Capital Management LP | 2,208 | $618.9K | 0.09% | −1,822−45.2% | Reduced |
| Cresset Asset Management, LLC | 2,246 | $629.7K | 0.00% | −17−0.8% | Reduced |
| Creative Planning | 2,346 | $657.6K | 0.00% | +1,201+104.9% | Added |
| AQR Capital Management LLC | 2,487 | $697.1K | 0.00% | −1,628−39.6% | Reduced |