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, Q2 2024
Institutional positions in Kadant Inc as of Jun 30, 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
- 257
- 0 vs. Q1 2024
- Shares held
- 12.7M
- +662.8K (+5.5%) vs. Q1 2024
- Total value
- $3.72B
- −$216.8M (−5.5%) vs. Q1 2024
- New holders
- 39
- 103 more added
- Sold out
- 39
- 71 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 1 | $341 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $881 | 0.00% | +1+50.0% | Added |
| Rothschild Investment LLC | 3 | $881 | 0.00% | +2+200.0% | Added |
| Bell Investment Advisors, Inc | 3 | $882 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $882 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 5 | $1.47K | 0.00% | −1−16.7% | Reduced |
| Innealta Capital, LLC | 5 | $1.47K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $2.65K | 0.00% | +9 | New |
| First Pacific Financial | 10 | $2.94K | 0.00% | +10 | New |
| Mather Group, LLC. | 10 | $3.28K | 0.00% | −18−64.3% | Reduced |
| Armstrong Advisory Group, Inc | 12 | $3.53K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.11K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16 | $4.70K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17 | $4.99K | 0.00% | +11+183.3% | Added |
| International Assets Investment Management, LLC | 19 | $5.58K | 0.00% | +19 | New |
| Ronald Blue Trust, Inc. | 18 | $5.91K | 0.00% | +17+1,700.0% | Added |
| LRI Investments, LLC | 21 | $6.09K | 0.00% | +19+950.0% | Added |
| Jones Financial Companies LLLP | 28 | $8.23K | 0.00% | +28 | New |
| CWM, LLC | 33 | $10.0K | 0.00% | +5+17.9% | Added |
| National Bank of Canada | 35 | $10.1K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 35 | $10.3K | 0.00% | +35 | New |
| Rise Advisors, LLC | 37 | $10.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $12.0K | 0.00% | +41 | New |
| Parkside Financial Bank & Trust | 44 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $13.5K | 0.00% | −1−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 47 | $13.8K | 0.00% | +47 | New |
| Key Financial Inc | 52 | $15.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 53 | $15.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $17.4K | 0.00% | −6−10.3% | Reduced |
| AdvisorNet Financial, Inc | 80 | $23.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 93 | $27.3K | 0.01% | +93 | New |
| Opal Wealth Advisors, LLC | 98 | $28.8K | 0.01% | +98 | New |
| Advisor Group Holdings, Inc. | 99 | $29.1K | 0.00% | −123−55.4% | Reduced |
| Optimum Investment Advisors | 100 | $29.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $31.0K | 0.02% | −211−66.6% | Reduced |
| Parallel Advisors, LLC | 106 | $31.1K | 0.00% | −10−8.6% | Reduced |
| Signaturefd, LLC | 111 | $32.6K | 0.00% | −7−5.9% | Reduced |
| Park Place Capital Corp | 121 | $35.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 126 | $37.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $38.2K | 0.00% | −6−4.4% | Reduced |
| First Horizon Advisors, Inc. | 139 | $40.8K | 0.00% | −28−16.8% | Reduced |
| Quadrant Capital Group LLC | 143 | $42.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $44.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 193 | $57.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 197 | $57.9K | 0.02% | +32+19.4% | Added |
| Harbor Investment Advisory, LLC | 203 | $59.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 208 | $61.1K | 0.00% | −905−81.3% | Reduced |
| Painted Porch Advisors LLC | 214 | $62.9K | 0.04% | +214 | New |
| Eagle Bay Advisors LLC | 262 | $77.0K | 0.05% | −19−6.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 274 | $80.0K | 0.00% | +190+226.2% | Added |
| Fifth Third Bancorp | 319 | $93.7K | 0.00% | +16+5.3% | Added |
| KBC Group NV | 326 | $96.0K | 0.00% | +68+26.4% | Added |
| Whittier Trust Co | 375 | $110.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 411 | $121.0K | 0.00% | +14+3.5% | Added |
| Quest Partners LLC | 417 | $122.5K | 0.02% | −261−38.5% | Reduced |
| STRS Ohio | 600 | $176.3K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 600 | $176.3K | 0.00% | +600 | New |
| Wealth Enhancement Advisory Services, LLC | 683 | $200.7K | 0.00% | +38+5.9% | Added |
| Robertson Stephens Wealth Management, LLC | 695 | $204.2K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 700 | $205.6K | 0.04% | +700 | New |
| Private Advisor Group, LLC | 701 | $205.9K | 0.00% | +42+6.4% | Added |
| Wealth Alliance | 718 | $211.0K | 0.03% | +47+7.0% | Added |
| Mackenzie Financial Corp | 730 | $214.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 735 | $218.0K | 0.00% | −5−0.7% | Reduced |
| Xponance, Inc. | 744 | $218.6K | 0.00% | +37+5.2% | Added |
| Penobscot Investment Management Company, Inc. | 750 | $220.3K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 750 | $220.3K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 760 | $223.3K | 0.00% | +104+15.9% | Added |
| Associated Banc-Corp | 773 | $227.1K | 0.01% | +158+25.7% | Added |
| Diversified Trust Co | 806 | $236.8K | 0.01% | +806 | New |
| Smith Shellnut Wilson LLC | 825 | $242.4K | 0.12% | +825 | New |
| The PNC Financial Services Group, Inc. | 830 | $243.9K | 0.00% | +208+33.4% | Added |
| Wesbanco Bank Inc | 850 | $249.7K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 868 | $255.0K | 0.01% | +193+28.6% | Added |
| TownSquare Capital, LLC | 871 | $255.9K | 0.00% | +111+14.6% | Added |
| Steward Partners Investment Advisory, LLC | 877 | $257.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 893 | $262.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 929 | $272.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 984 | $289.1K | 0.27% | +4+0.4% | Added |
| Prudential Financial Inc | 1,019 | $299.5K | 0.00% | +47+4.8% | Added |
| Hancock Whitney Corp | 1,055 | $309.9K | 0.01% | −817−43.6% | Reduced |
| Alps Advisors Inc | 1,067 | $313.5K | 0.00% | −13−1.2% | Reduced |
| Argent Trust Co | 1,121 | $329.3K | 0.01% | +66+6.3% | Added |
| Bank of Montreal | 1,150 | $338.2K | 0.00% | +125+12.2% | Added |
| Ameritas Investment Partners, Inc. | 1,167 | $342.8K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,173 | $345.0K | 0.12% | +1,173 | New |
| Algert Global LLC | 1,181 | $347.0K | 0.01% | +1,181 | New |
| CWM Advisors, LLC | 1,199 | $352.2K | 0.04% | +99+9.0% | Added |
| Kolinsky Wealth Management, LLC | 1,206 | $354.3K | 0.25% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,229 | $361.1K | 0.13% | −88−6.7% | Reduced |
| Farther Finance Advisors, LLC | 1,251 | $363.2K | 0.02% | +1,251 | New |
| PEAK6 Investments LLC | 1,274 | $374.3K | 0.02% | +1,274 | New |
| Great West Life Assurance Co | 1,291 | $379.0K | 0.00% | +246+23.5% | Added |
| LPL Financial LLC | 1,338 | $393.2K | 0.00% | +476+55.2% | Added |
| D.A. Davidson & Co. | 1,352 | $397.2K | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,379 | $405.1K | 0.06% | +126+10.1% | Added |
| State Board of Administration of Florida Retirement System | 1,385 | $406.9K | 0.00% | −600−30.2% | Reduced |