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 |
|---|---|---|---|---|---|
| Old Mission Capital LLC | 5,369 | $1.50M | 0.04% | +5,369 | New |
| Ensign Peak Advisors, Inc | 5,100 | $1.43M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 5,000 | $1.40M | 0.00% | +5,000 | New |
| Allianz Asset Management GmbH | 4,983 | $1.40M | 0.00% | +4,983 | New |
| Principal Financial Group Inc | 4,905 | $1.37M | 0.00% | +1,192+32.1% | Added |
| New York State Common Retirement Fund | 4,802 | $1.35M | 0.00% | −67−1.4% | Reduced |
| Jump Financial, LLC | 4,736 | $1.33M | 0.04% | −797−14.4% | Reduced |
| Oak Associates, Ltd | 4,668 | $1.31M | 0.10% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4,664 | $1.31M | 0.07% | −1,951−29.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,644 | $1.30M | 0.02% | +4,644 | New |
| Quadrature Capital Ltd | 4,630 | $1.30M | 0.02% | +3,368+266.9% | Added |
| Davy Global Fund Management Ltd | 4,630 | $1.30M | 0.15% | +4,630 | New |
| Voya Investment Management LLC | 4,614 | $1.29M | 0.00% | −78−1.7% | Reduced |
| Trexquant Investment LP | 4,490 | $1.26M | 0.03% | −6,056−57.4% | Reduced |
| Russell Investments Group, Ltd. | 4,408 | $1.24M | 0.00% | +826+23.1% | Added |
| Millennium Management LLC | 4,230 | $1.19M | 0.00% | −18,948−81.7% | Reduced |
| Franklin Resources Inc | 3,926 | $1.10M | 0.00% | +250+6.8% | Added |
| Clean Yield Group | 3,825 | $1.07M | 0.45% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 3,588 | $1.01M | 0.15% | 00.0% | Unchanged |
| Citigroup Inc | 3,402 | $953.6K | 0.00% | +813+31.4% | Added |
| State Board of Administration of Florida Retirement System | 3,335 | $934.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,272 | $917.2K | 0.01% | −60−1.8% | Reduced |
| Inspire Advisors, LLC | 3,209 | $899.4K | 0.14% | +130+4.2% | Added |
| Tower Research Capital LLC (TRC) | 3,179 | $891.1K | 0.01% | +616+24.0% | Added |
| GWM Advisors LLC | 3,112 | $872.2K | 0.01% | −966−23.7% | Reduced |
| Wakefield Asset Management LLLP | 3,106 | $870.6K | 0.32% | +3,106 | New |
| Victory Capital Management Inc | 3,043 | $853.0K | 0.00% | −314−9.4% | Reduced |
| Comerica Bank | 2,839 | $795.7K | 0.00% | +2,615+1,167.4% | Added |
| Vancity Investment Management Ltd | 2,829 | $793.0K | 0.12% | −691−19.6% | Reduced |
| Henshaw Capital LLC | 2,828 | $792.7K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,812 | $788.2K | 0.01% | −100−3.4% | Reduced |
| Algert Global LLC | 2,780 | $779.3K | 0.03% | +2,780 | New |
| Great West Life Assurance Co | 2,755 | $767.0K | 0.00% | +1,710+163.6% | Added |
| M&T Bank Corp | 2,727 | $764.5K | 0.00% | −1,279−31.9% | Reduced |
| Trust Point Inc. | 2,670 | $748.4K | 0.06% | +2,670 | New |
| D. E. Shaw & Co., Inc. | 2,601 | $729.1K | 0.00% | −6,109−70.1% | Reduced |
| Cubist Systematic Strategies, LLC | 2,551 | $715.1K | 0.01% | +1,582+163.3% | Added |
| AQR Capital Management LLC | 2,487 | $697.1K | 0.00% | −1,628−39.6% | Reduced |
| Creative Planning | 2,346 | $657.6K | 0.00% | +1,201+104.9% | Added |
| Cresset Asset Management, LLC | 2,246 | $629.7K | 0.00% | −17−0.8% | Reduced |
| Dark Forest Capital Management LP | 2,208 | $618.9K | 0.09% | −1,822−45.2% | Reduced |
| Apollon Wealth Management, LLC | 2,191 | $614.2K | 0.02% | +2,191 | New |
| Premier Fund Managers Ltd | 2,100 | $597.0K | 0.03% | −540−20.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,030 | $569.0K | 0.01% | +2,030 | New |
| Hancock Whitney Corp | 2,007 | $562.6K | 0.02% | −2−0.1% | Reduced |
| Curated Wealth Partners LLC | 1,947 | $545.8K | 0.09% | +1,947 | New |
| ExodusPoint Capital Management, LP | 1,932 | $542.0K | 0.01% | −1,094−36.2% | Reduced |
| Bleakley Financial Group, LLC | 1,927 | $540.2K | 0.02% | +1,927 | New |
| Sawtooth Solutions, LLC | 1,885 | $528.4K | 0.01% | +1,885 | New |
| US Bancorp | 1,784 | $500.1K | 0.00% | −29−1.6% | Reduced |
| Sheets Smith Wealth Management | 1,769 | $495.9K | 0.07% | +80+4.7% | Added |
| Yarbrough Capital, LLC | 1,724 | $483.3K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 1,690 | $474.0K | 0.00% | −66−3.8% | Reduced |
| New York Life Investment Management LLC | 1,663 | $466.2K | 0.00% | −42−2.5% | Reduced |
| Raymond James Trust N.A. | 1,581 | $443.2K | 0.01% | −55−3.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,532 | $429.4K | 0.08% | +321+26.5% | Added |
| Aviva PLC | 1,531 | $429.2K | 0.00% | −1,200−43.9% | Reduced |
| Captrust Financial Advisors | 1,467 | $411.2K | 0.00% | +1,467 | New |
| Virtu Financial LLC | 1,398 | $392.0K | 0.03% | +1,398 | New |
| CWM Advisors, LLC | 1,363 | $382.1K | 0.04% | −1−0.1% | Reduced |
| D.A. Davidson & Co. | 1,352 | $379.0K | 0.00% | +304+29.0% | Added |
| The PNC Financial Services Group, Inc. | 1,236 | $346.5K | 0.00% | −61−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,211 | $339.5K | 0.01% | +49+4.2% | Added |
| Kolinsky Wealth Management, LLC | 1,204 | $337.5K | 0.30% | +1,204 | New |
| Teacher Retirement System of Texas | 1,154 | $323.0K | 0.00% | +251+27.8% | Added |
| State of Wisconsin Investment Board | 1,110 | $311.1K | 0.00% | −175−13.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,070 | $299.9K | 0.29% | +1,070 | New |
| Bank of Montreal | 1,027 | $294.5K | 0.00% | −164−13.8% | Reduced |
| Prudential Financial Inc | 1,041 | $291.9K | 0.00% | −30−2.8% | Reduced |
| Quantum Private Wealth, LLC | 1,021 | $286.2K | 0.12% | +1,021 | New |
| Coastline Trust Co | 1,000 | $280.3K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 985 | $276.1K | 0.01% | +97+10.9% | Added |
| Steward Partners Investment Advisory, LLC | 976 | $273.6K | 0.00% | +924+1,776.9% | Added |
| LPL Financial LLC | 917 | $257.1K | 0.00% | +917 | New |
| Landscape Capital Management, L.L.C. | 909 | $254.8K | 0.02% | +909 | New |
| Public Employees Retirement Association of Colorado | 893 | $250.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 884 | $247.8K | 0.00% | +884 | New |
| Aigen Investment Management, LP | 860 | $241.1K | 0.04% | +860 | New |
| Lazard Asset Management LLC | 858 | $240.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 833 | $233.5K | 0.00% | +833 | New |
| Envestnet Portfolio Solutions, Inc. | 798 | $223.5K | 0.00% | +798 | New |
| Resources Investment Advisors, LLC. | 787 | $220.7K | 0.00% | +787 | New |
| Stonegate Investment Group, LLC | 758 | $212.5K | 0.01% | +758 | New |
| Penobscot Investment Management Company, Inc. | 750 | $210.2K | 0.02% | +750 | New |
| Bokf, NA | 750 | $210.2K | 0.00% | +750 | New |
| Beacon Pointe Advisors, LLC | 741 | $207.7K | 0.00% | +741 | New |
| We Are One Seven, LLC | 739 | $207.1K | 0.01% | +739 | New |
| Associated Banc-Corp | 731 | $204.9K | 0.01% | −283−27.9% | Reduced |
| Mackenzie Financial Corp | 730 | $204.6K | 0.00% | +730 | New |
| Banque Cantonale Vaudoise | 676 | $189.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 673 | $188.6K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 600 | $168.0K | 0.00% | +400+200.0% | Added |
| SG Americas Securities, LLC | 588 | $165.0K | 0.00% | +588 | New |
| Advisor Group Holdings, Inc. | 400 | $112.2K | 0.00% | −24−5.7% | Reduced |
| Whittier Trust Co | 375 | $105.1K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 343 | $96.1K | 0.01% | −193−36.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 336 | $94.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 335 | $93.9K | 0.06% | +335 | New |
| Fifth Third Bancorp | 303 | $84.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 250 | $70.1K | 0.04% | 00.0% | Unchanged |