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 |
|---|---|---|---|---|---|
| Hardy Reed LLC | 616 | $208.2K | 0.02% | +616 | New |
| Landscape Capital Management, L.L.C. | 609 | $205.8K | 0.02% | +609 | New |
| Callan Family Office, LLC | 607 | $205.2K | 0.03% | +607 | New |
| Janney Montgomery Scott LLC | 598 | $202.0K | 0.00% | +598 | New |
| Parkside Financial Bank & Trust | 556 | $187.9K | 0.03% | +512+1,163.6% | Added |
| Icon Wealth Advisors, LLC | 541 | $182.9K | 0.02% | +541 | New |
| Tower Research Capital LLC (TRC) | 515 | $174.1K | 0.00% | −2,748−84.2% | Reduced |
| Fifth Third Bancorp | 443 | $149.7K | 0.00% | +124+38.9% | Added |
| Amalgamated Bank | 411 | $139.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 400 | $135.2K | 0.00% | −200−33.3% | Reduced |
| Bokf, NA | 400 | $128.6K | 0.00% | −350−46.7% | Reduced |
| Whittier Trust Co | 375 | $126.8K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 329 | $111.2K | 0.00% | +329 | New |
| KBC Group NV | 326 | $110.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 323 | $109.2K | 0.01% | −94−22.5% | Reduced |
| Harbor Investment Advisory, LLC | 265 | $89.6K | 0.01% | +62+30.5% | Added |
| Eagle Bay Advisors LLC | 256 | $86.5K | 0.03% | −6−2.3% | Reduced |
| Pflug Koory, LLC | 250 | $84.5K | 0.04% | +250 | New |
| Whittier Trust Co of Nevada Inc | 218 | $73.7K | 0.00% | +218 | New |
| Painted Porch Advisors LLC | 214 | $72.3K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 204 | $69.0K | 0.02% | +83+68.6% | Added |
| Danske Bank A/S | 200 | $67.6K | 0.00% | +200 | New |
| Financial Management Professionals, Inc. | 193 | $65.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $63.2K | 0.00% | +187 | New |
| PEAK6 Investments LLC | 185 | $62.5K | 0.00% | −1,089−85.5% | Reduced |
| Advisor Group Holdings, Inc. | 154 | $52.1K | 0.00% | +55+55.6% | Added |
| Quantbot Technologies LP | 148 | $50.0K | 0.00% | −2,908−95.2% | Reduced |
| Quadrant Capital Group LLC | 143 | $48.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $47.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $43.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 126 | $42.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $41.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 111 | $37.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 108 | $36.5K | 0.00% | +2+1.9% | Added |
| Optimum Investment Advisors | 100 | $33.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 94 | $31.9K | 0.00% | +94 | New |
| Westside Investment Management, Inc. | 92 | $31.1K | 0.01% | +92 | New |
| AdvisorNet Financial, Inc | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 74 | $25.0K | 0.00% | +74 | New |
| V-Square Quantitative Management LLC | 71 | $24.0K | 0.00% | +71 | New |
| Huntington National Bank | 60 | $20.3K | 0.00% | +19+46.3% | Added |
| Reuter James Wealth Management, LLC | 58 | $19.6K | 0.00% | +58 | New |
| Contravisory Investment Management, Inc. | 53 | $17.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $17.6K | 0.00% | +42+233.3% | Added |
| Key Financial Inc | 52 | $17.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 47 | $15.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $15.0K | 0.00% | +10+30.3% | Added |
| Smartleaf Asset Management LLC | 40 | $13.4K | 0.00% | +5+14.3% | Added |
| Venturi Wealth Management, LLC | 38 | $12.8K | 0.00% | +38 | New |
| Rise Advisors, LLC | 37 | $12.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 37 | $12.5K | 0.00% | +20+117.6% | Added |
| National Bank of Canada | 34 | $11.5K | 0.00% | −1−2.9% | Reduced |
| Jones Financial Companies LLLP | 28 | $9.38K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $8.79K | 0.00% | +26 | New |
| Russell Investments Group, Ltd. | 23 | $7.81K | 0.00% | −4,627−99.5% | Reduced |
| LRI Investments, LLC | 17 | $6.86K | 0.00% | −4−19.0% | Reduced |
| Principal Securities, Inc. | 16 | $5.41K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.73K | 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 |
| Mather Group, LLC. | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $3.04K | 0.00% | −37−80.4% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7 | $2.37K | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 5 | $1.69K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $1.69K | 0.00% | +5 | 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 |
| Hemington Wealth Management | 3 | $1.00K | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $928 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $780 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $676 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $676 | 0.00% | +2 | New |
| Claris Advisors, LLC | 1 | $338 | 0.00% | +1 | New |
| Covestor Ltd | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −8,133−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,825−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,913−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |