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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 622 | $204.2K | 0.00% | −614−49.7% | Reduced |
| Commonwealth Equity Services, LLC | 617 | $203.0K | 0.00% | +617 | New |
| 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 |
| Associated Banc-Corp | 615 | $201.8K | 0.01% | −116−15.9% | Reduced |
| Metropolitan Life Insurance Co | 614 | $201.5K | 0.01% | −59−8.8% | Reduced |
| STRS Ohio | 600 | $196.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 397 | $130.0K | 0.00% | −1,293−76.5% | Reduced |
| Whittier Trust Co | 375 | $123.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 317 | $104.0K | 0.07% | +316+31,600.0% | Added |
| Fifth Third Bancorp | 303 | $99.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 281 | $92.2K | 0.06% | −54−16.1% | Reduced |
| Quantbot Technologies LP | 267 | $87.6K | 0.00% | +251+1,568.8% | Added |
| KBC Group NV | 258 | $85.0K | 0.00% | +59+29.6% | Added |
| Pflug Koory, LLC | 250 | $82.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 222 | $72.9K | 0.00% | −178−44.5% | Reduced |
| Tower Research Capital LLC (TRC) | 215 | $70.5K | 0.00% | −2,964−93.2% | Reduced |
| Harbor Investment Advisory, LLC | 203 | $66.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 193 | $63.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 188 | $61.7K | 0.01% | +105+126.5% | Added |
| Harvest Fund Management Co., Ltd | 183 | $60.0K | 0.01% | +183 | New |
| First Horizon Advisors, Inc. | 167 | $55.1K | 0.00% | −18−9.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 165 | $54.1K | 0.02% | +165 | New |
| Quadrant Capital Group LLC | 143 | $46.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 136 | $44.6K | 0.00% | +136 | New |
| Northwestern Mutual Wealth Management Co | 126 | $41.3K | 0.00% | −210−62.5% | Reduced |
| Park Place Capital Corp | 121 | $39.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 118 | $38.7K | 0.00% | +7+6.3% | Added |
| Parallel Advisors, LLC | 116 | $38.1K | 0.00% | +10+9.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $36.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $32.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 99 | $32.5K | 0.01% | +99 | New |
| Benjamin F. Edwards & Company, Inc. | 84 | $28.0K | 0.00% | +84 | New |
| AdvisorNet Financial, Inc | 80 | $26.2K | 0.00% | −4−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $19.1K | 0.00% | +1+1.8% | Added |
| Contravisory Investment Management, Inc. | 53 | $17.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 51 | $16.7K | 0.00% | +51 | New |
| Lindbrook Capital, LLC | 47 | $15.4K | 0.00% | +7+17.5% | Added |
| Parkside Financial Bank & Trust | 44 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 37 | $12.1K | 0.01% | +37 | New |
| CWM, LLC | 28 | $9.00K | 0.00% | +6+27.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $8.86K | 0.00% | +27 | New |
| Mather Group, LLC. | 28 | $7.85K | 0.00% | +28 | New |
| Quarry LP | 19 | $6.23K | 0.00% | +19 | New |
| Principal Securities, Inc. | 16 | $5.25K | 0.00% | +3+23.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.59K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $2.30K | 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 |
| Bell Investment Advisors, Inc | 3 | $985 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $984 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $657 | 0.00% | −1−33.3% | Reduced |
| Global Retirement Partners, LLC | 2 | $656 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $656 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 1 | $328 | 0.00% | −32−97.0% | Reduced |
| Rothschild Investment LLC | 1 | $328 | 0.00% | +1 | New |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |