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 2024
Institutional positions in Kadant Inc as of Mar 31, 2024. 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
- 260
- +24 vs. Q4 2023
- Shares held
- 12.1M
- +215.6K (+1.8%) vs. Q4 2023
- Total value
- $3.96B
- +$636.4M (+19.2%) vs. Q4 2023
- New holders
- 47
- 71 more added
- Sold out
- 23
- 107 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1 | $328 | 0.00% | −32−97.0% | Reduced |
| Rothschild Investment LLC | 1 | $328 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 2 | $656 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $656 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $657 | 0.00% | −1−33.3% | Reduced |
| Hexagon Capital Partners LLC | 3 | $984 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $985 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $1.97K | 0.00% | +1+20.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $2.30K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.59K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16 | $5.25K | 0.00% | +3+23.1% | Added |
| Quarry LP | 19 | $6.23K | 0.00% | +19 | New |
| Mather Group, LLC. | 28 | $7.85K | 0.00% | +28 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $8.86K | 0.00% | +27 | New |
| CWM, LLC | 28 | $9.00K | 0.00% | +6+27.3% | Added |
| Rise Advisors, LLC | 37 | $12.1K | 0.01% | +37 | New |
| Parkside Financial Bank & Trust | 44 | $14.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $15.4K | 0.00% | +7+17.5% | Added |
| Fernwood Investment Management, LLC | 51 | $16.7K | 0.00% | +51 | New |
| Key Financial Inc | 52 | $17.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 53 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $19.1K | 0.00% | +1+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $26.2K | 0.00% | −4−4.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 84 | $28.0K | 0.00% | +84 | New |
| Colonial Trust Co | 99 | $32.5K | 0.01% | +99 | New |
| Optimum Investment Advisors | 100 | $32.8K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $36.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 116 | $38.1K | 0.00% | +10+9.4% | Added |
| Signaturefd, LLC | 118 | $38.7K | 0.00% | +7+6.3% | Added |
| Park Place Capital Corp | 121 | $39.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 126 | $41.3K | 0.00% | −210−62.5% | Reduced |
| HM Payson & Co | 136 | $44.6K | 0.00% | +136 | New |
| Quadrant Capital Group LLC | 143 | $46.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 165 | $54.1K | 0.02% | +165 | New |
| First Horizon Advisors, Inc. | 167 | $55.1K | 0.00% | −18−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 183 | $60.0K | 0.01% | +183 | New |
| USA Financial Portformulas Corp | 188 | $61.7K | 0.01% | +105+126.5% | Added |
| Financial Management Professionals, Inc. | 193 | $63.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 203 | $66.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 215 | $70.5K | 0.00% | −2,964−93.2% | Reduced |
| Advisor Group Holdings, Inc. | 222 | $72.9K | 0.00% | −178−44.5% | Reduced |
| Pflug Koory, LLC | 250 | $82.0K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 258 | $85.0K | 0.00% | +59+29.6% | Added |
| Quantbot Technologies LP | 267 | $87.6K | 0.00% | +251+1,568.8% | Added |
| Eagle Bay Advisors LLC | 281 | $92.2K | 0.06% | −54−16.1% | Reduced |
| Fifth Third Bancorp | 303 | $99.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 317 | $104.0K | 0.07% | +316+31,600.0% | Added |
| Whittier Trust Co | 375 | $123.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 397 | $130.0K | 0.00% | −1,293−76.5% | Reduced |
| STRS Ohio | 600 | $196.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 614 | $201.5K | 0.01% | −59−8.8% | Reduced |
| Associated Banc-Corp | 615 | $201.8K | 0.01% | −116−15.9% | Reduced |
| Jefferies Financial Group Inc. | 616 | $202.1K | 0.00% | −8,634−93.3% | Reduced |
| Portfolio Strategies, Inc. | 616 | $202.1K | 0.01% | +616 | New |
| Hardy Reed LLC | 616 | $202.1K | 0.03% | +616 | New |
| Commonwealth Equity Services, LLC | 617 | $203.0K | 0.00% | +617 | New |
| The PNC Financial Services Group, Inc. | 622 | $204.2K | 0.00% | −614−49.7% | Reduced |
| Janney Montgomery Scott LLC | 638 | $209.0K | 0.00% | +638 | New |
| Wealth Enhancement Advisory Services, LLC | 645 | $211.6K | 0.00% | +645 | New |
| Beacon Pointe Advisors, LLC | 656 | $215.2K | 0.00% | −85−11.5% | Reduced |
| Private Advisor Group, LLC | 659 | $216.2K | 0.00% | +659 | New |
| Wealth Alliance | 671 | $220.0K | 0.03% | +671 | New |
| O'Shaughnessy Asset Management, LLC | 673 | $220.8K | 0.00% | +673 | New |
| Stonegate Investment Group, LLC | 675 | $221.5K | 0.01% | −83−10.9% | Reduced |
| Quest Partners LLC | 678 | $222.5K | 0.04% | +678 | New |
| Lincoln National Corp | 690 | $226.3K | 0.00% | +690 | New |
| Robertson Stephens Wealth Management, LLC | 695 | $228.0K | 0.01% | +695 | New |
| Xponance, Inc. | 707 | $232.0K | 0.00% | +707 | New |
| Dynamic Technology Lab Private Ltd | 727 | $239.0K | 0.03% | +727 | New |
| Mackenzie Financial Corp | 730 | $239.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 736 | $241.5K | 0.00% | −1,294−63.7% | Reduced |
| HighTower Advisors, LLC | 740 | $243.0K | 0.00% | +740 | New |
| Bokf, NA | 750 | $245.5K | 0.00% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 750 | $246.1K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 760 | $249.4K | 0.00% | +760 | New |
| SkyOak Wealth, LLC | 784 | $257.2K | 0.06% | +784 | New |
| Simplex Trading, LLC | 833 | $273.0K | 0.01% | +711+582.8% | Added |
| Congress Wealth Management LLC | 833 | $273.3K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 848 | $278.2K | 0.16% | +848 | New |
| Wesbanco Bank Inc | 850 | $278.9K | 0.01% | +850 | New |
| Envestnet Portfolio Solutions, Inc. | 855 | $280.5K | 0.00% | +57+7.1% | Added |
| LPL Financial LLC | 862 | $282.9K | 0.00% | −55−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 877 | $287.7K | 0.00% | −99−10.1% | Reduced |
| Public Employees Retirement Association of Colorado | 893 | $293.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 895 | $293.6K | 0.03% | −14−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 929 | $304.8K | 0.00% | +45+5.1% | Added |
| Prudential Financial Inc | 972 | $319.0K | 0.00% | −69−6.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 980 | $321.5K | 0.30% | −90−8.4% | Reduced |
| Verition Fund Management LLC | 1,001 | $328.4K | 0.00% | +1,001 | New |
| Bank of Montreal | 1,025 | $341.2K | 0.00% | −2−0.2% | Reduced |
| Great West Life Assurance Co | 1,045 | $343.0K | 0.00% | −1,710−62.1% | Reduced |
| Argent Trust Co | 1,055 | $346.1K | 0.02% | +70+7.1% | Added |
| Alps Advisors Inc | 1,080 | $354.3K | 0.00% | +1,080 | New |
| Man Group plc | 1,089 | $357.3K | 0.00% | +1,089 | New |
| CWM Advisors, LLC | 1,100 | $360.9K | 0.04% | −263−19.3% | Reduced |
| Citadel Advisors LLC | 1,113 | $365.2K | 0.00% | −4,505−80.2% | Reduced |
| Mirabella Financial Services LLP | 1,117 | $366.5K | 0.03% | +1,117 | New |