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, Q3 2024
Institutional positions in Kadant Inc as of Sep 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
- 281
- +27 vs. Q2 2024
- Shares held
- 12.9M
- +1.24M (+10.6%) vs. Q2 2024
- Total value
- $4.37B
- +$937.6M (+27.3%) vs. Q2 2024
- New holders
- 48
- 86 more added
- Sold out
- 21
- 92 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 1 | $338 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $676 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $676 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 3 | $780 | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $928 | 0.00% | +3 | New |
| Hemington Wealth Management | 3 | $1.00K | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3 | $1.01K | 0.00% | +3 | New |
| Northwest Financial Advisors | 3 | $1.01K | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 5 | $1.69K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $1.69K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7 | $2.37K | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 9 | $3.04K | 0.00% | −37−80.4% | Reduced |
| Mather Group, LLC. | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $4.06K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $4.06K | 0.00% | +9+300.0% | Added |
| Sterling Capital Management LLC | 12 | $4.06K | 0.00% | +12 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.73K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16 | $5.41K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $6.86K | 0.00% | −4−19.0% | Reduced |
| Russell Investments Group, Ltd. | 23 | $7.81K | 0.00% | −4,627−99.5% | Reduced |
| Proequities, Inc. | 26 | $8.79K | 0.00% | +26 | New |
| Jones Financial Companies LLLP | 28 | $9.38K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 34 | $11.5K | 0.00% | −1−2.9% | Reduced |
| GAMMA Investing LLC | 37 | $12.5K | 0.00% | +20+117.6% | Added |
| Rise Advisors, LLC | 37 | $12.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 38 | $12.8K | 0.00% | +38 | New |
| Smartleaf Asset Management LLC | 40 | $13.4K | 0.00% | +5+14.3% | Added |
| CWM, LLC | 43 | $15.0K | 0.00% | +10+30.3% | Added |
| SRS Capital Advisors, Inc. | 47 | $15.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $17.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $17.6K | 0.00% | +42+233.3% | Added |
| Allworth Financial LP | 52 | $17.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 53 | $17.9K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 58 | $19.6K | 0.00% | +58 | New |
| Huntington National Bank | 60 | $20.3K | 0.00% | +19+46.3% | Added |
| V-Square Quantitative Management LLC | 71 | $24.0K | 0.00% | +71 | New |
| Ashton Thomas Securities, LLC | 74 | $25.0K | 0.00% | +74 | New |
| AdvisorNet Financial, Inc | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 92 | $31.1K | 0.01% | +92 | New |
| Harbour Investments, Inc. | 94 | $31.9K | 0.00% | +94 | New |
| Optimum Investment Advisors | 100 | $33.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 108 | $36.5K | 0.00% | +2+1.9% | Added |
| Signaturefd, LLC | 111 | $37.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $41.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 126 | $42.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $43.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $48.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 148 | $50.0K | 0.00% | −2,908−95.2% | Reduced |
| Advisor Group Holdings, Inc. | 154 | $52.1K | 0.00% | +55+55.6% | Added |
| PEAK6 Investments LLC | 185 | $62.5K | 0.00% | −1,089−85.5% | Reduced |
| IFP Advisors, Inc | 187 | $63.2K | 0.00% | +187 | New |
| Financial Management Professionals, Inc. | 193 | $65.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $67.6K | 0.00% | +200 | New |
| Park Place Capital Corp | 204 | $69.0K | 0.02% | +83+68.6% | Added |
| Painted Porch Advisors LLC | 214 | $72.3K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 218 | $73.7K | 0.00% | +218 | New |
| Pflug Koory, LLC | 250 | $84.5K | 0.04% | +250 | New |
| Eagle Bay Advisors LLC | 256 | $86.5K | 0.03% | −6−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 265 | $89.6K | 0.01% | +62+30.5% | Added |
| Quest Partners LLC | 323 | $109.2K | 0.01% | −94−22.5% | Reduced |
| KBC Group NV | 326 | $110.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 329 | $111.2K | 0.00% | +329 | New |
| Whittier Trust Co | 375 | $126.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 400 | $128.6K | 0.00% | −350−46.7% | Reduced |
| Canada Pension Plan Investment Board | 400 | $135.2K | 0.00% | −200−33.3% | Reduced |
| Amalgamated Bank | 411 | $139.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 443 | $149.7K | 0.00% | +124+38.9% | Added |
| Tower Research Capital LLC (TRC) | 515 | $174.1K | 0.00% | −2,748−84.2% | Reduced |
| Icon Wealth Advisors, LLC | 541 | $182.9K | 0.02% | +541 | New |
| Parkside Financial Bank & Trust | 556 | $187.9K | 0.03% | +512+1,163.6% | Added |
| Janney Montgomery Scott LLC | 598 | $202.0K | 0.00% | +598 | New |
| Callan Family Office, LLC | 607 | $205.2K | 0.03% | +607 | New |
| Landscape Capital Management, L.L.C. | 609 | $205.8K | 0.02% | +609 | New |
| Hardy Reed LLC | 616 | $208.2K | 0.02% | +616 | New |
| Cetera Investment Advisers | 640 | $216.3K | 0.00% | +640 | New |
| Commonwealth Equity Services, LLC | 646 | $218.0K | 0.00% | +646 | New |
| Farther Finance Advisors, LLC | 694 | $234.6K | 0.01% | −557−44.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 695 | $234.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 700 | $236.6K | 0.00% | +100+16.7% | Added |
| Cannon Global Investment Management, LLC | 700 | $236.6K | 0.57% | +700 | New |
| Private Advisor Group, LLC | 701 | $236.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 708 | $239.3K | 0.22% | −276−28.0% | Reduced |
| Simon Quick Advisors, LLC | 715 | $241.7K | 0.02% | +715 | New |
| Acadian Asset Management LLC | 750 | $253.0K | 0.00% | +750 | New |
| Penobscot Investment Management Company, Inc. | 750 | $253.5K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 759 | $256.5K | 0.00% | +29+4.0% | Added |
| Corton Capital Inc. | 760 | $256.9K | 0.12% | +760 | New |
| Xponance, Inc. | 767 | $259.2K | 0.00% | +23+3.1% | Added |
| Wealth Alliance | 784 | $264.9K | 0.03% | +66+9.2% | Added |
| O'Shaughnessy Asset Management, LLC | 810 | $266.3K | 0.00% | +810 | New |
| Wealth Enhancement Advisory Services, LLC | 793 | $268.1K | 0.00% | +110+16.1% | Added |
| Stonegate Investment Group, LLC | 804 | $271.8K | 0.01% | −64−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 812 | $274.6K | 0.00% | −18−2.2% | Reduced |