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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 291 institutions
Q1 2021: 160 institutionsQ2 2021: 162 institutionsQ3 2021: 169 institutionsQ4 2021: 184 institutionsQ1 2022: 182 institutionsQ2 2022: 191 institutionsQ3 2022: 180 institutionsQ4 2022: 190 institutionsQ1 2023: 202 institutionsQ2 2023: 192 institutionsQ3 2023: 207 institutionsQ4 2023: 237 institutionsQ1 2024: 260 institutionsQ2 2024: 257 institutionsQ3 2024: 281 institutionsQ4 2024: 291 institutionsQ1 2025: 313 institutionsQ2 2025: 314 institutionsQ3 2025: 316 institutionsQ4 2025: 303 institutionsQ1 2026: 321 institutionsQ2 2026: 327 institutions
Value heldQ4 2024: $4.45B
Q1 2021: $2.04BQ2 2021: $1.92BQ3 2021: $2.23BQ4 2021: $2.54BQ1 2022: $2.14BQ2 2022: $2.04BQ3 2022: $1.87BQ4 2022: $1.98BQ1 2023: $2.33BQ2 2023: $2.51BQ3 2023: $2.68BQ4 2023: $3.32BQ1 2024: $3.96BQ2 2024: $3.72BQ3 2024: $4.37BQ4 2024: $4.45BQ1 2025: $4.73BQ2 2025: $4.38BQ3 2025: $3.93BQ4 2025: $3.76BQ1 2026: $3.84BQ2 2026: $4.11B
Institutions holding KAI and their total value by quarter
QuarterHoldersValue
Q2 2026327$4.11B
Q1 2026321$3.84B
Q4 2025303$3.76B
Q3 2025316$3.93B
Q2 2025314$4.38B
Q1 2025313$4.73B
Q4 2024291$4.45B
Q3 2024281$4.37B
Q2 2024257$3.72B
Q1 2024260$3.96B
Q4 2023237$3.32B
Q3 2023207$2.68B
Q2 2023192$2.51B
Q1 2023202$2.33B
Q4 2022190$1.98B
Q3 2022180$1.87B
Q2 2022191$2.04B
Q1 2022182$2.14B
Q4 2021184$2.54B
Q3 2021169$2.23B
Q2 2021162$1.92B
Q1 2021160$2.04B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q3 2024.

Institutions holding KAI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Associated Banc-Corp721$248.7K0.01%−110−13.2%Reduced
Simon Quick Advisors, LLC720$248.4K0.01%+5+0.7%Added
Cetera Investment Advisers720$248.2K0.00%+80+12.5%Added
Hardy Reed LLC716$247.0K0.02%+100+16.2%Added
Glenmede Trust Co NA713$246.0K0.00%+713New
Petros Family Wealth, LLC705$243.2K0.26%+705New
Private Advisor Group, LLC697$240.5K0.00%−4−0.6%Reduced
MeadowBrook Investment Advisors LLC692$238.7K0.21%−16−2.3%Reduced
Farther Finance Advisors, LLC661$228.0K0.01%−33−4.8%Reduced
Freestone Grove Partners LP646$222.9K0.00%+646New
Stonegate Investment Group, LLC635$219.1K0.01%−169−21.0%Reduced
Commonwealth Equity Services, LLC614$212.0K0.00%−32−5.0%Reduced
Diversified Trust Co611$210.8K0.01%−725−54.3%Reduced
Janney Montgomery Scott LLC598$206.0K0.00%00.0%Unchanged
SG Americas Securities, LLC567$196.0K0.00%−9,768−94.5%Reduced
Venturi Wealth Management, LLC528$182.2K0.01%+490+1,289.5%Added
Icon Wealth Advisors, LLC506$174.6K0.01%−35−6.5%Reduced
KBC Group NV504$174.0K0.00%+178+54.6%Added
Parkside Financial Bank & Trust502$173.2K0.02%−54−9.7%Reduced
Avanza Fonder AB464$160.1K0.00%+464New
Amalgamated Bank400$138.0K0.00%−11−2.7%Reduced
Bokf, NA400$136.4K0.00%00.0%Unchanged
Whittier Trust Co375$129.4K0.00%00.0%Unchanged
Fifth Third Bancorp359$123.9K0.00%−84−19.0%Reduced
Painted Porch Advisors LLC254$87.6K0.04%+40+18.7%Added
Pflug Koory, LLC250$86.2K0.04%00.0%Unchanged
Washington Trust Advisors, Inc.246$84.9K0.01%+246New
Eagle Bay Advisors LLC234$80.7K0.05%−22−8.6%Reduced
Whittier Trust Co of Nevada Inc218$75.2K0.00%00.0%Unchanged
Financial Management Professionals, Inc.192$66.2K0.01%−1−0.5%Reduced
Park Place Capital Corp189$65.2K0.02%−15−7.4%Reduced
IFP Advisors, Inc186$64.9K0.00%−1−0.5%Reduced
Advisor Group Holdings, Inc.183$63.1K0.00%+29+18.8%Added
Harbor Investment Advisory, LLC162$55.9K0.01%−103−38.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP130$49.4K0.00%00.0%Unchanged
Quadrant Capital Group LLC143$49.3K0.00%00.0%Unchanged
First Horizon Advisors, Inc.139$48.0K0.00%00.0%Unchanged
HM Payson & Co130$44.8K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co126$43.5K0.00%00.0%Unchanged
MAI Capital Management122$42.1K0.00%+122New
Parallel Advisors, LLC117$40.4K0.00%+9+8.3%Added
Jones Financial Companies LLLP103$35.5K0.00%+75+267.9%Added
Optimum Investment Advisors100$34.5K0.02%00.0%Unchanged
Harbour Investments, Inc.94$32.5K0.00%00.0%Unchanged
Westside Investment Management, Inc.92$31.7K0.01%00.0%Unchanged
Hilltop National Bank75$25.9K0.01%+75New
V-Square Quantitative Management LLC71$24.5K0.00%00.0%Unchanged
Allworth Financial LP52$19.7K0.00%00.0%Unchanged
CWM, LLC56$19.0K0.00%+13+30.2%Added
GAMMA Investing LLC54$18.6K0.00%+17+45.9%Added
Huntington National Bank53$18.3K0.00%−7−11.7%Reduced
Contravisory Investment Management, Inc.53$18.3K0.00%00.0%Unchanged
Key Financial Inc52$17.9K0.00%00.0%Unchanged
Ci Investments Inc.50$17.0K0.00%+50New
Smartleaf Asset Management LLC48$16.6K0.00%+8+20.0%Added
SRS Capital Advisors, Inc.47$16.2K0.00%00.0%Unchanged
Signaturefd, LLC42$14.5K0.00%−69−62.2%Reduced
CIBC Private Wealth Group, LLC38$13.1K0.00%+38New
Rise Advisors, LLC37$12.8K0.01%00.0%Unchanged
National Bank of Canada33$11.4K0.00%−1−2.9%Reduced
TCTC Holdings, LLC32$11.0K0.00%+32New
Russell Investments Group, Ltd.23$7.97K0.00%00.0%Unchanged
Proequities, Inc.19$7.13K0.00%−7−26.9%Reduced
LRI Investments, LLC17$6.03K0.00%00.0%Unchanged
Rothschild Investment LLC17$5.87K0.00%+5+41.7%Added
Fedenia Advisers LLC17$5.87K0.00%+17New
Principal Securities, Inc.16$5.52K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14$4.93K0.00%00.0%Unchanged
Sterling Capital Management LLC12$4.14K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc12$4.14K0.00%00.0%Unchanged
Mather Group, LLC.10$3.45K0.00%00.0%Unchanged
Bogart Wealth, LLC10$3.45K0.00%+10New
Lindbrook Capital, LLC9$3.10K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$2.42K0.00%00.0%Unchanged
Versant Capital Management, Inc7$2.42K0.00%+7New
Massmutual Trust Co FSB6$2.07K0.00%+1+20.0%Added
Hemington Wealth Management7$2.00K0.00%+4+133.3%Added
Concord Wealth Partners5$1.73K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC5$1.73K0.00%+2+66.7%Added
Pacer Advisors, Inc.4$1.38K0.00%+4New
Carolinas Wealth Consulting LLC4$1.25K0.00%+1+33.3%Added
Global Retirement Partners, LLC3$1.03K0.00%00.0%Unchanged
Hexagon Capital Partners LLC3$1.03K0.00%00.0%Unchanged
Bell Investment Advisors, Inc3$1.03K0.00%00.0%Unchanged
Montag A & Associates Inc3$9470.00%00.0%Unchanged
Assetmark, Inc2$6900.00%00.0%Unchanged
SJS Investment Consulting Inc.2$6900.00%00.0%Unchanged
Quest Partners LLC1$3450.00%−322−99.7%Reduced
First Pacific Financial1$3450.00%−9−90.0%Reduced
Global Financial Private Client, LLC1$3450.00%+1New
Parkworth Wealth Management, Inc.1$3450.00%+1New
Millennium Management LLC0$00.00%−14,363−100.0%Sold out
Confluence Investment Management LLC0$00.00%−12,326−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−9,000−100.0%Sold out
HRT Financial LP0$00.00%−3,949−100.0%Sold out
Jump Financial, LLC0$00.00%−3,927−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,364−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−1,724−100.0%Sold out
Virtu Financial LLC0$00.00%−1,314−100.0%Sold out
Corton Capital Inc.0$00.00%−760−100.0%Sold out