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, Q4 2024
Institutional positions in Kadant Inc as of Dec 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
- 291
- +17 vs. Q3 2024
- Shares held
- 12.9M
- +100.8K (+0.8%) vs. Q3 2024
- Total value
- $4.45B
- +$124.9M (+2.9%) vs. Q3 2024
- New holders
- 39
- 84 more added
- Sold out
- 22
- 113 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $345 | 0.00% | −322−99.7% | Reduced |
| First Pacific Financial | 1 | $345 | 0.00% | −9−90.0% | Reduced |
| Global Financial Private Client, LLC | 1 | $345 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $345 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $690 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $690 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $947 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.25K | 0.00% | +1+33.3% | Added |
| Pacer Advisors, Inc. | 4 | $1.38K | 0.00% | +4 | New |
| Concord Wealth Partners | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $1.73K | 0.00% | +2+66.7% | Added |
| Hemington Wealth Management | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Massmutual Trust Co FSB | 6 | $2.07K | 0.00% | +1+20.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $2.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $2.42K | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 9 | $3.10K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $3.45K | 0.00% | +10 | New |
| Sterling Capital Management LLC | 12 | $4.14K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $4.14K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.93K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16 | $5.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $5.87K | 0.00% | +5+41.7% | Added |
| Fedenia Advisers LLC | 17 | $5.87K | 0.00% | +17 | New |
| LRI Investments, LLC | 17 | $6.03K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $7.13K | 0.00% | −7−26.9% | Reduced |
| Russell Investments Group, Ltd. | 23 | $7.97K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 32 | $11.0K | 0.00% | +32 | New |
| National Bank of Canada | 33 | $11.4K | 0.00% | −1−2.9% | Reduced |
| Rise Advisors, LLC | 37 | $12.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 38 | $13.1K | 0.00% | +38 | New |
| Signaturefd, LLC | 42 | $14.5K | 0.00% | −69−62.2% | Reduced |
| SRS Capital Advisors, Inc. | 47 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 48 | $16.6K | 0.00% | +8+20.0% | Added |
| Ci Investments Inc. | 50 | $17.0K | 0.00% | +50 | New |
| Key Financial Inc | 52 | $17.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 53 | $18.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $18.3K | 0.00% | −7−11.7% | Reduced |
| GAMMA Investing LLC | 54 | $18.6K | 0.00% | +17+45.9% | Added |
| CWM, LLC | 56 | $19.0K | 0.00% | +13+30.2% | Added |
| Allworth Financial LP | 52 | $19.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 71 | $24.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $25.9K | 0.01% | +75 | New |
| Westside Investment Management, Inc. | 92 | $31.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 94 | $32.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $34.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 103 | $35.5K | 0.00% | +75+267.9% | Added |
| Parallel Advisors, LLC | 117 | $40.4K | 0.00% | +9+8.3% | Added |
| MAI Capital Management | 122 | $42.1K | 0.00% | +122 | New |
| Northwestern Mutual Wealth Management Co | 126 | $43.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $44.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $48.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $49.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $49.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 162 | $55.9K | 0.01% | −103−38.9% | Reduced |
| Advisor Group Holdings, Inc. | 183 | $63.1K | 0.00% | +29+18.8% | Added |
| IFP Advisors, Inc | 186 | $64.9K | 0.00% | −1−0.5% | Reduced |
| Park Place Capital Corp | 189 | $65.2K | 0.02% | −15−7.4% | Reduced |
| Financial Management Professionals, Inc. | 192 | $66.2K | 0.01% | −1−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 218 | $75.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 234 | $80.7K | 0.05% | −22−8.6% | Reduced |
| Washington Trust Advisors, Inc. | 246 | $84.9K | 0.01% | +246 | New |
| Pflug Koory, LLC | 250 | $86.2K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 254 | $87.6K | 0.04% | +40+18.7% | Added |
| Fifth Third Bancorp | 359 | $123.9K | 0.00% | −84−19.0% | Reduced |
| Whittier Trust Co | 375 | $129.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 400 | $136.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 400 | $138.0K | 0.00% | −11−2.7% | Reduced |
| Avanza Fonder AB | 464 | $160.1K | 0.00% | +464 | New |
| Parkside Financial Bank & Trust | 502 | $173.2K | 0.02% | −54−9.7% | Reduced |
| KBC Group NV | 504 | $174.0K | 0.00% | +178+54.6% | Added |
| Icon Wealth Advisors, LLC | 506 | $174.6K | 0.01% | −35−6.5% | Reduced |
| Venturi Wealth Management, LLC | 528 | $182.2K | 0.01% | +490+1,289.5% | Added |
| SG Americas Securities, LLC | 567 | $196.0K | 0.00% | −9,768−94.5% | Reduced |
| Janney Montgomery Scott LLC | 598 | $206.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 611 | $210.8K | 0.01% | −725−54.3% | Reduced |
| Commonwealth Equity Services, LLC | 614 | $212.0K | 0.00% | −32−5.0% | Reduced |
| Stonegate Investment Group, LLC | 635 | $219.1K | 0.01% | −169−21.0% | Reduced |
| Freestone Grove Partners LP | 646 | $222.9K | 0.00% | +646 | New |
| Farther Finance Advisors, LLC | 661 | $228.0K | 0.01% | −33−4.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 692 | $238.7K | 0.21% | −16−2.3% | Reduced |
| Private Advisor Group, LLC | 697 | $240.5K | 0.00% | −4−0.6% | Reduced |
| Petros Family Wealth, LLC | 705 | $243.2K | 0.26% | +705 | New |
| Glenmede Trust Co NA | 713 | $246.0K | 0.00% | +713 | New |
| Hardy Reed LLC | 716 | $247.0K | 0.02% | +100+16.2% | Added |
| Cetera Investment Advisers | 720 | $248.2K | 0.00% | +80+12.5% | Added |
| Simon Quick Advisors, LLC | 720 | $248.4K | 0.01% | +5+0.7% | Added |
| Associated Banc-Corp | 721 | $248.7K | 0.01% | −110−13.2% | Reduced |
| Ethic Inc. | 722 | $249.1K | 0.01% | +722 | New |
| Penobscot Investment Management Company, Inc. | 750 | $258.7K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 759 | $261.8K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 764 | $263.6K | 0.01% | +69+9.9% | Added |
| Wealth Alliance | 766 | $264.4K | 0.03% | −18−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 779 | $268.8K | 0.00% | −14−1.8% | Reduced |
| Bessemer Group Inc | 792 | $273.0K | 0.00% | −1,301−62.2% | Reduced |
| STRS Ohio | 800 | $276.0K | 0.00% | +100+14.3% | Added |
| The PNC Financial Services Group, Inc. | 800 | $276.1K | 0.00% | −12−1.5% | Reduced |