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, Q1 2025
Institutional positions in Kadant Inc as of Mar 31, 2025. 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
- 313
- +26 vs. Q4 2024
- Shares held
- 14.1M
- +1.18M (+9.1%) vs. Q4 2024
- Total value
- $4.73B
- +$292.2M (+6.6%) vs. Q4 2024
- New holders
- 53
- 108 more added
- Sold out
- 27
- 104 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Kadant Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $337 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $337 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $337 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $674 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $674 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3 | $996 | 0.00% | −30−90.9% | Reduced |
| Hemington Wealth Management | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Montag A & Associates Inc | 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 |
| Caitong International Asset Management Co., Ltd | 3 | $1.01K | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $1.01K | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $1.69K | 0.00% | −5−50.0% | Reduced |
| Stephens Consulting, LLC | 5 | $1.69K | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 6 | $2.02K | 0.00% | +1+20.0% | Added |
| Skopos Labs, Inc. | 6 | $2.02K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $2.36K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $3.03K | 0.00% | +9 | New |
| Mather Group, LLC. | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $3.37K | 0.00% | +1+11.1% | Added |
| Grove Bank & Trust | 10 | $3.37K | 0.00% | +10 | New |
| Sterling Capital Management LLC | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $4.04K | 0.00% | +6+100.0% | Added |
| Armstrong Advisory Group, Inc | 12 | $4.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $4.38K | 0.00% | +13 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14 | $4.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $4.72K | 0.00% | +14 | New |
| CIBC Private Wealth Group, LLC | 18 | $5.25K | 0.00% | −20−52.6% | Reduced |
| Rosenberg Matthew Hamilton | 16 | $5.39K | 0.00% | +16 | New |
| Principal Securities, Inc. | 16 | $5.52K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $5.89K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $6.74K | 0.00% | +19+1,900.0% | Added |
| Harbor Capital Advisors, Inc. | 21 | $7.00K | 0.00% | +21 | New |
| Rise Advisors, LLC | 25 | $8.47K | 0.00% | −12−32.4% | Reduced |
| Rothschild Investment LLC | 26 | $8.76K | 0.00% | +9+52.9% | Added |
| Umb Bank N A | 29 | $9.77K | 0.00% | +29 | New |
| Signaturefd, LLC | 41 | $13.8K | 0.00% | −1−2.4% | Reduced |
| Smartleaf Asset Management LLC | 50 | $16.8K | 0.00% | +2+4.2% | Added |
| Huntington National Bank | 50 | $16.8K | 0.00% | −3−5.7% | Reduced |
| Allworth Financial LP | 54 | $17.2K | 0.00% | +2+3.8% | Added |
| Key Financial Inc | 52 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 52 | $18.0K | 0.00% | +2+4.0% | Added |
| Bares Capital Management, Inc. | 60 | $20.2K | 0.00% | +60 | New |
| TCTC Holdings, LLC | 70 | $23.6K | 0.00% | +38+118.8% | Added |
| V-Square Quantitative Management LLC | 71 | $23.9K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 80 | $27.0K | 0.01% | −174−68.5% | Reduced |
| CWM, LLC | 79 | $27.0K | 0.00% | +23+41.1% | Added |
| Opal Wealth Advisors, LLC | 89 | $30.0K | 0.01% | +89 | New |
| Westside Investment Management, Inc. | 92 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 94 | $31.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 112 | $37.7K | 0.00% | −50−30.9% | Reduced |
| Parallel Advisors, LLC | 115 | $38.7K | 0.00% | −2−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 130 | $39.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 122 | $41.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $41.4K | 0.00% | −123−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 126 | $42.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $43.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 143 | $48.2K | 0.00% | −40−21.9% | Reduced |
| Optimum Investment Advisors | 150 | $50.5K | 0.02% | +50+50.0% | Added |
| Boston Private Wealth LLC | 161 | $54.2K | 0.00% | +161 | New |
| Jones Financial Companies LLLP | 172 | $57.8K | 0.00% | +69+67.0% | Added |
| Financial Management Professionals, Inc. | 177 | $59.6K | 0.01% | −15−7.8% | Reduced |
| IFP Advisors, Inc | 187 | $63.0K | 0.00% | +1+0.5% | Added |
| Park Place Capital Corp | 189 | $63.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 218 | $73.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 242 | $81.5K | 0.01% | +188+348.1% | Added |
| Russell Investments Group, Ltd. | 249 | $83.9K | 0.00% | +226+982.6% | Added |
| Pflug Koory, LLC | 250 | $84.2K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 264 | $88.9K | 0.00% | +264 | New |
| Avanza Fonder AB | 296 | $103.7K | 0.00% | −168−36.2% | Reduced |
| Tower Research Capital LLC (TRC) | 317 | $106.8K | 0.00% | −531−62.6% | Reduced |
| Asset Management One Co.,Ltd. | 329 | $110.8K | 0.00% | +329 | New |
| Whittier Trust Co | 375 | $126.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 400 | $134.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 442 | $148.9K | 0.00% | +83+23.1% | Added |
| Resona Asset Management Co.,Ltd. | 497 | $167.0K | 0.00% | −1,062−68.1% | Reduced |
| KBC Group NV | 504 | $170.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 518 | $174.5K | 0.02% | +16+3.2% | Added |
| Contravisory Investment Management, Inc. | 543 | $182.9K | 0.04% | +490+924.5% | Added |
| Associated Banc-Corp | 616 | $207.5K | 0.01% | −105−14.6% | Reduced |
| Commonwealth Equity Services, LLC | 632 | $213.0K | 0.00% | +18+2.9% | Added |
| Quadrant Capital Group LLC | 664 | $223.7K | 0.01% | +521+364.3% | Added |
| Farther Finance Advisors, LLC | 655 | $224.8K | 0.01% | −6−0.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 692 | $233.1K | 0.22% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 695 | $234.0K | 0.00% | +97+16.2% | Added |
| Petros Family Wealth, LLC | 702 | $236.5K | 0.26% | −3−0.4% | Reduced |
| Congress Wealth Management LLC | 715 | $240.9K | 0.00% | −527−42.4% | Reduced |
| Simon Quick Advisors, LLC | 728 | $245.3K | 0.01% | +8+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 750 | $252.7K | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 760 | $255.3K | 0.01% | +760 | New |
| Mackenzie Financial Corp | 759 | $255.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 760 | $255.9K | 0.00% | +40+5.6% | Added |
| Ethic Inc. | 761 | $261.1K | 0.01% | +39+5.4% | Added |
| Pacer Advisors, Inc. | 784 | $264.1K | 0.00% | +780+19,500.0% | Added |
| Jain Global LLC | 799 | $269.2K | 0.01% | +799 | New |